Bellevue Group as of Dec. 31, 2025
Portfolio Holdings for Bellevue Group
Bellevue Group holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 7.6 | $399M | 5.0M | 79.65 | |
| Argenx Se Sponsored Adr (ARGX) | 7.4 | $388M | 462k | 840.95 | |
| Ionis Pharmaceuticals (IONS) | 7.2 | $380M | 4.8M | 79.11 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.9 | $309M | 681k | 453.36 | |
| Neurocrine Biosciences (NBIX) | 4.6 | $242M | 1.7M | 141.83 | |
| Avidity Biosciences Ord (RNA) | 3.6 | $190M | 2.6M | 72.13 | |
| Intuitive Surgical Com New (ISRG) | 3.5 | $182M | 322k | 566.36 | |
| Scholar Rock Hldg Corp (SRRK) | 3.4 | $179M | 4.1M | 44.05 | |
| Alnylam Pharmaceuticals (ALNY) | 3.4 | $177M | 446k | 397.65 | |
| Abbott Laboratories (ABT) | 3.1 | $165M | 1.3M | 125.29 | |
| Amicus Therapeutics (FOLD) | 2.9 | $153M | 11M | 14.24 | |
| Boston Scientific Corporation (BSX) | 2.8 | $149M | 1.6M | 95.35 | |
| Miragen Therapeutics (VRDN) | 2.6 | $136M | 4.4M | 31.12 | |
| Stryker Corporation (SYK) | 2.4 | $127M | 361k | 351.47 | |
| Nuvalent Inc-a (NUVL) | 2.0 | $104M | 1.0M | 100.59 | |
| Krystal Biotech (KRYS) | 1.9 | $101M | 410k | 246.54 | |
| Celldex Therapeutics Com New (CLDX) | 1.9 | $98M | 3.6M | 27.16 | |
| Immunocore Hldgs Ads (IMCR) | 1.8 | $97M | 2.8M | 34.71 | |
| Edwards Lifesciences (EW) | 1.7 | $89M | 1.0M | 85.25 | |
| Vera Therapeutics Cl A (VERA) | 1.6 | $86M | 1.7M | 50.64 | |
| Medtronic SHS (MDT) | 1.4 | $74M | 767k | 96.06 | |
| Relay Therapeutics (RLAY) | 1.3 | $71M | 8.3M | 8.46 | |
| IDEXX Laboratories (IDXX) | 1.2 | $64M | 95k | 676.53 | |
| UnitedHealth (UNH) | 1.1 | $58M | 175k | 330.11 | |
| Dex (DXCM) | 1.1 | $56M | 847k | 66.37 | |
| Insulet Corporation (PODD) | 1.0 | $53M | 187k | 284.24 | |
| Becton, Dickinson and (BDX) | 1.0 | $52M | 266k | 194.07 | |
| Jade Biosciences Com New (JBIO) | 1.0 | $52M | 3.3M | 15.43 | |
| Danaher Corporation (DHR) | 0.8 | $45M | 195k | 228.92 | |
| Penumbra (PEN) | 0.8 | $42M | 135k | 310.91 | |
| ResMed (RMD) | 0.7 | $39M | 161k | 240.87 | |
| Edgewise Therapeutics (EWTX) | 0.7 | $38M | 1.5M | 24.82 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $38M | 65k | 579.45 | |
| Maze Therapeatics (MAZE) | 0.7 | $37M | 888k | 41.43 | |
| Eli Lilly & Co. (LLY) | 0.7 | $37M | 34k | 1074.68 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $35M | 425k | 82.02 | |
| Tango Therapeutics (TNGX) | 0.7 | $35M | 3.9M | 8.86 | |
| Abbvie (ABBV) | 0.6 | $31M | 135k | 228.49 | |
| Cigna Corp (CI) | 0.6 | $30M | 110k | 275.23 | |
| Glaukos (GKOS) | 0.6 | $30M | 262k | 112.91 | |
| Johnson & Johnson (JNJ) | 0.5 | $26M | 127k | 206.95 | |
| Annexon (ANNX) | 0.5 | $26M | 5.2M | 5.02 | |
| Steris Shs Usd (STE) | 0.5 | $26M | 102k | 253.52 | |
| Wave Life Sciences SHS (WVE) | 0.5 | $25M | 1.5M | 17.00 | |
| Anthem (ELV) | 0.5 | $24M | 70k | 350.55 | |
| Cooper Cos (COO) | 0.5 | $24M | 292k | 81.96 | |
| Globus Med Cl A (GMED) | 0.4 | $23M | 263k | 87.31 | |
| Align Technology (ALGN) | 0.4 | $22M | 142k | 156.15 | |
| Zimmer Holdings (ZBH) | 0.4 | $22M | 239k | 89.92 | |
| McKesson Corporation (MCK) | 0.4 | $21M | 25k | 820.29 | |
| Hca Holdings (HCA) | 0.4 | $21M | 44k | 466.86 | |
| Humana (HUM) | 0.4 | $19M | 73k | 256.13 | |
| Veeva Sys Cl A Com (VEEV) | 0.3 | $18M | 81k | 223.23 | |
| Procept Biorobotics Corp (PRCT) | 0.3 | $16M | 515k | 31.46 | |
| Natera (NTRA) | 0.2 | $13M | 56k | 229.09 | |
| Masimo Corporation (MASI) | 0.2 | $13M | 97k | 130.06 | |
| Transmedics Group (TMDX) | 0.2 | $12M | 98k | 121.65 | |
| Centene Corporation (CNC) | 0.2 | $11M | 274k | 41.15 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $11M | 14k | 771.87 | |
| Privia Health Group (PRVA) | 0.2 | $11M | 448k | 23.71 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $10M | 328k | 31.21 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.2 | $10M | 145k | 69.55 | |
| Merck & Co (MRK) | 0.2 | $9.7M | 92k | 105.26 | |
| Iqvia Holdings (IQV) | 0.2 | $9.3M | 41k | 225.41 | |
| Inspire Med Sys (INSP) | 0.2 | $9.3M | 101k | 92.23 | |
| CVS Caremark Corporation (CVS) | 0.2 | $8.7M | 109k | 79.36 | |
| Caredx (CDNA) | 0.2 | $8.1M | 431k | 18.84 | |
| Molina Healthcare (MOH) | 0.2 | $8.1M | 47k | 173.54 | |
| Tenet Healthcare Corp Com New (THC) | 0.2 | $8.0M | 40k | 198.72 | |
| Waystar Holding Corp (WAY) | 0.2 | $7.9M | 242k | 32.75 | |
| Gilead Sciences (GILD) | 0.1 | $6.5M | 53k | 122.74 | |
| Amgen (AMGN) | 0.1 | $6.1M | 19k | 327.31 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $5.3M | 322k | 16.31 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $5.2M | 24k | 213.24 | |
| Axsome Therapeutics (AXSM) | 0.1 | $5.0M | 28k | 182.64 | |
| Medline Com Cl A (MDLN) | 0.1 | $4.9M | 118k | 42.00 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $4.8M | 298k | 16.24 | |
| Icon SHS (ICLR) | 0.1 | $4.5M | 25k | 182.22 | |
| Biontech Se Sponsored Ads (BNTX) | 0.1 | $4.2M | 44k | 95.20 | |
| BioMarin Pharmaceutical (BMRN) | 0.1 | $3.9M | 65k | 59.43 | |
| Bristol Myers Squibb (BMY) | 0.1 | $3.6M | 67k | 53.94 | |
| Brightspring Health Svcs (BTSG) | 0.1 | $3.4M | 92k | 37.45 | |
| Neogenomics Com New (NEO) | 0.1 | $3.3M | 278k | 11.76 | |
| Avantor (AVTR) | 0.1 | $3.2M | 276k | 11.46 | |
| Phreesia (PHR) | 0.1 | $3.1M | 183k | 16.92 | |
| Beam Therapeutics (BEAM) | 0.1 | $3.1M | 112k | 27.72 | |
| Kestra Med Technologies SHS (KMTS) | 0.1 | $3.1M | 116k | 26.52 | |
| Illumina (ILMN) | 0.1 | $3.0M | 23k | 131.16 | |
| Omada Health (OMDA) | 0.1 | $2.8M | 178k | 15.78 | |
| Astrazeneca Sponsored Adr | 0.1 | $2.8M | 30k | 91.93 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $2.4M | 14k | 174.04 | |
| Viking Therapeutics (VKTX) | 0.0 | $2.4M | 69k | 35.18 | |
| Roivant Sciences SHS (ROIV) | 0.0 | $2.3M | 108k | 21.70 | |
| Beta Bionics (BBNX) | 0.0 | $2.2M | 72k | 30.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.1M | 3.1k | 681.92 | |
| Encompass Health Corp (EHC) | 0.0 | $2.0M | 19k | 106.14 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $1.9M | 3.9k | 487.25 | |
| Bridgebio Pharma (BBIO) | 0.0 | $1.8M | 24k | 76.49 | |
| Brookdale Senior Living (BKD) | 0.0 | $1.8M | 167k | 10.79 | |
| Si-bone (SIBN) | 0.0 | $1.8M | 90k | 19.72 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.7M | 2.9k | 582.34 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $1.6M | 16k | 101.56 | |
| Cardinal Health (CAH) | 0.0 | $1.6M | 7.7k | 205.50 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $1.4M | 17k | 87.34 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $1.4M | 5.7k | 250.88 | |
| Pfizer (PFE) | 0.0 | $1.4M | 57k | 24.90 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $1.4M | 64k | 21.74 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $1.3M | 16k | 85.77 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $1.3M | 36k | 35.08 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $1.3M | 7.3k | 173.53 | |
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $982k | 142k | 6.90 | |
| Apple (AAPL) | 0.0 | $903k | 3.3k | 271.86 | |
| Certara Ord (CERT) | 0.0 | $876k | 99k | 8.81 | |
| Billiontoone Cl A (BLLN) | 0.0 | $867k | 11k | 81.84 | |
| Amazon (AMZN) | 0.0 | $817k | 3.5k | 230.82 | |
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $803k | 7.5k | 107.04 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $767k | 12k | 66.39 | |
| NVIDIA Corporation (NVDA) | 0.0 | $734k | 3.9k | 186.50 | |
| Mineralys Therapeutics (MLYS) | 0.0 | $720k | 20k | 36.29 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $689k | 4.7k | 146.58 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $647k | 2.1k | 313.00 | |
| Arista Networks Com Shs (ANET) | 0.0 | $629k | 4.8k | 131.03 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $628k | 1.1k | 570.88 | |
| Biogen Idec (BIIB) | 0.0 | $627k | 3.6k | 175.99 | |
| Microsoft Corporation (MSFT) | 0.0 | $620k | 1.3k | 483.62 | |
| Cisco Systems (CSCO) | 0.0 | $616k | 8.0k | 77.03 | |
| Cytokinetics Com New (CYTK) | 0.0 | $586k | 9.2k | 63.54 | |
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $574k | 1.9k | 303.81 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $566k | 2.3k | 246.16 | |
| Procter & Gamble Company (PG) | 0.0 | $559k | 3.9k | 143.31 | |
| Meta Platforms Cl A (META) | 0.0 | $528k | 800.00 | 660.09 | |
| Doximity Cl A (DOCS) | 0.0 | $523k | 12k | 44.28 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $514k | 6.8k | 75.96 | |
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $510k | 13k | 38.64 | |
| Visa Com Cl A (V) | 0.0 | $491k | 1.4k | 350.71 | |
| Blackrock (BLK) | 0.0 | $482k | 450.00 | 1070.34 | |
| Incyte Corporation (INCY) | 0.0 | $471k | 4.8k | 98.77 | |
| Lululemon Athletica (LULU) | 0.0 | $466k | 2.2k | 207.81 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $444k | 2.5k | 177.75 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $420k | 1.2k | 349.99 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $403k | 1.5k | 268.30 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $365k | 11k | 34.80 | |
| Garmin SHS (GRMN) | 0.0 | $350k | 1.7k | 202.85 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $344k | 3.2k | 108.47 | |
| Exelixis (EXEL) | 0.0 | $323k | 7.4k | 43.83 | |
| Jd.com Spon Ads Cl A (JD) | 0.0 | $316k | 11k | 28.70 | |
| Guardant Health (GH) | 0.0 | $307k | 3.0k | 102.14 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $284k | 5.9k | 48.46 | |
| Tempus Ai Cl A (TEM) | 0.0 | $282k | 4.8k | 59.05 | |
| Summit Therapeutics (SMMT) | 0.0 | $249k | 14k | 17.49 | |
| Moderna (MRNA) | 0.0 | $227k | 7.7k | 29.49 | |
| Crinetics Pharmaceuticals In (CRNX) | 0.0 | $188k | 4.0k | 46.55 | |
| Alkermes SHS (ALKS) | 0.0 | $185k | 6.6k | 27.98 | |
| AmerisourceBergen (COR) | 0.0 | $176k | 521.00 | 337.75 | |
| Caris Life Sciences (CAI) | 0.0 | $173k | 6.4k | 26.98 | |
| Ideaya Biosciences (IDYA) | 0.0 | $171k | 4.9k | 34.57 | |
| Travere Therapeutics (TVTX) | 0.0 | $146k | 3.8k | 38.21 | |
| Cg Oncology (CGON) | 0.0 | $129k | 3.1k | 41.52 | |
| Denali Therapeutics (DNLI) | 0.0 | $118k | 7.1k | 16.51 | |
| Uniqure Nv SHS (QURE) | 0.0 | $114k | 4.8k | 23.93 | |
| Apellis Pharmaceuticals (APLS) | 0.0 | $106k | 4.2k | 25.12 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $100k | 7.9k | 12.60 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $99k | 1.9k | 52.44 | |
| Olema Pharmaceuticals (OLMA) | 0.0 | $98k | 3.9k | 25.00 | |
| Trevi Therapeutics (TRVI) | 0.0 | $95k | 7.6k | 12.52 | |
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $93k | 3.0k | 30.80 | |
| Zoetis Cl A (ZTS) | 0.0 | $92k | 729.00 | 125.82 | |
| Tyra Biosciences (TYRA) | 0.0 | $83k | 3.1k | 26.29 | |
| Oric Pharmaceuticals (ORIC) | 0.0 | $79k | 9.7k | 8.18 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $59k | 2.6k | 23.00 | |
| Mettler-Toledo International (MTD) | 0.0 | $53k | 38.00 | 1394.18 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $48k | 350.00 | 136.07 | |
| Oracle Corporation (ORCL) | 0.0 | $40k | 203.00 | 194.91 | |
| Qualcomm (QCOM) | 0.0 | $36k | 209.00 | 171.05 | |
| Intellia Therapeutics (NTLA) | 0.0 | $27k | 3.0k | 8.99 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $20k | 4.9k | 4.09 |
