Bellevue Group as of March 31, 2026
Portfolio Holdings for Bellevue Group
Bellevue Group holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 7.2 | $305M | 682k | 446.54 | |
| Argenx Se Sponsored Adr (ARGX) | 5.4 | $229M | 313k | 730.25 | |
| Regeneron Pharmaceuticals (REGN) | 5.1 | $215M | 279k | 772.64 | |
| Scholar Rock Hldg Corp (SRRK) | 4.2 | $176M | 3.6M | 49.16 | |
| Gilead Sciences (GILD) | 3.9 | $163M | 1.2M | 139.37 | |
| Revolution Medicines (RVMD) | 3.6 | $150M | 1.5M | 97.25 | |
| Ionis Pharmaceuticals (IONS) | 3.2 | $137M | 1.8M | 75.09 | |
| Intuitive Surgical Com New (ISRG) | 3.1 | $132M | 287k | 460.99 | |
| Miragen Therapeutics (VRDN) | 3.1 | $132M | 6.7M | 19.56 | |
| Krystal Biotech (KRYS) | 3.0 | $125M | 482k | 258.32 | |
| Crinetics Pharmaceuticals In (CRNX) | 2.8 | $119M | 3.3M | 36.32 | |
| Abbott Laboratories (ABT) | 2.8 | $118M | 1.2M | 102.67 | |
| Nuvalent Inc-a (NUVL) | 2.6 | $108M | 1.1M | 102.45 | |
| Amgen (AMGN) | 2.5 | $104M | 295k | 351.85 | |
| Boston Scientific Corporation (BSX) | 2.2 | $92M | 1.5M | 62.75 | |
| Enliven Therapeutics (ELVN) | 2.2 | $91M | 2.3M | 39.20 | |
| Immunocore Hldgs Ads (IMCR) | 2.0 | $84M | 2.8M | 30.15 | |
| Medtronic SHS (MDT) | 2.0 | $83M | 957k | 86.65 | |
| Alnylam Pharmaceuticals (ALNY) | 1.8 | $78M | 235k | 330.87 | |
| Relay Therapeutics (RLAY) | 1.8 | $78M | 7.8M | 9.95 | |
| Stryker Corporation (SYK) | 1.7 | $71M | 217k | 328.59 | |
| Vaxcyte (PCVX) | 1.6 | $69M | 1.2M | 58.11 | |
| Vera Therapeutics Cl A (VERA) | 1.6 | $69M | 1.7M | 40.23 | |
| Edwards Lifesciences (EW) | 1.6 | $67M | 840k | 80.08 | |
| Damora Therapeutics Com New (DMRA) | 1.4 | $60M | 2.3M | 25.90 | |
| Tango Therapeutics (TNGX) | 1.2 | $50M | 2.4M | 20.92 | |
| IDEXX Laboratories (IDXX) | 1.2 | $50M | 89k | 561.89 | |
| Ultragenyx Pharmaceutical (RARE) | 1.2 | $50M | 2.4M | 20.95 | |
| Dex (DXCM) | 1.2 | $50M | 789k | 62.80 | |
| Jade Biosciences Com New (JBIO) | 1.2 | $49M | 3.5M | 14.05 | |
| Edgewise Therapeutics (EWTX) | 1.1 | $48M | 1.5M | 31.50 | |
| UnitedHealth (UNH) | 1.0 | $40M | 148k | 270.59 | |
| Danaher Corporation (DHR) | 0.9 | $38M | 202k | 189.60 | |
| Celldex Therapeutics Com New (CLDX) | 0.9 | $38M | 1.2M | 31.72 | |
| ResMed (RMD) | 0.9 | $36M | 159k | 224.48 | |
| Insulet Corporation (PODD) | 0.8 | $34M | 164k | 209.84 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $32M | 64k | 491.53 | |
| Eli Lilly & Co. (LLY) | 0.7 | $31M | 34k | 919.77 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $30M | 417k | 71.18 | |
| Disc Medicine (IRON) | 0.7 | $29M | 459k | 63.94 | |
| Johnson & Johnson (JNJ) | 0.7 | $29M | 119k | 244.44 | |
| Annexon (ANNX) | 0.7 | $29M | 5.2M | 5.54 | |
| Cigna Corp (CI) | 0.6 | $26M | 98k | 266.75 | |
| Oruka Therapeutics (ORKA) | 0.6 | $25M | 507k | 49.05 | |
| Merck & Co (MRK) | 0.6 | $25M | 207k | 120.29 | |
| Align Technology (ALGN) | 0.6 | $24M | 140k | 171.43 | |
| Steris Shs Usd (STE) | 0.5 | $22M | 100k | 221.13 | |
| Globus Med Cl A (GMED) | 0.5 | $21M | 247k | 86.16 | |
| Monte Rosa Therapeutics (GLUE) | 0.5 | $21M | 1.3M | 16.45 | |
| Abbvie (ABBV) | 0.5 | $20M | 94k | 217.49 | |
| Cooper Cos (COO) | 0.5 | $20M | 272k | 71.50 | |
| McKesson Corporation (MCK) | 0.5 | $19M | 22k | 865.36 | |
| Becton, Dickinson and (BDX) | 0.5 | $19M | 122k | 157.23 | |
| Hca Holdings (HCA) | 0.4 | $18M | 38k | 473.24 | |
| Glaukos (GKOS) | 0.4 | $16M | 146k | 107.66 | |
| Anthem (ELV) | 0.4 | $15M | 53k | 292.75 | |
| Zimmer Holdings (ZBH) | 0.3 | $14M | 156k | 90.42 | |
| Procept Biorobotics Corp (PRCT) | 0.3 | $13M | 502k | 25.01 | |
| Livanova SHS (LIVN) | 0.3 | $12M | 186k | 63.56 | |
| Humana (HUM) | 0.3 | $11M | 65k | 173.39 | |
| Transmedics Group (TMDX) | 0.2 | $10M | 101k | 99.41 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $9.9M | 57k | 175.66 | |
| Centene Corporation (CNC) | 0.2 | $8.5M | 261k | 32.74 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $7.5M | 250k | 30.12 | |
| Tenet Healthcare Corp Com New (THC) | 0.2 | $7.2M | 38k | 188.71 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $7.0M | 330k | 21.23 | |
| CVS Caremark Corporation (CVS) | 0.2 | $6.4M | 89k | 71.82 | |
| Natera (NTRA) | 0.2 | $6.3M | 32k | 199.99 | |
| Waystar Holding Corp (WAY) | 0.1 | $6.2M | 256k | 24.11 | |
| Medline Com Cl A (MDLN) | 0.1 | $6.1M | 137k | 44.50 | |
| Inspire Med Sys (INSP) | 0.1 | $5.1M | 100k | 51.58 | |
| Privia Health Group (PRVA) | 0.1 | $4.7M | 227k | 20.57 | |
| Penumbra (PEN) | 0.1 | $4.0M | 12k | 328.37 | |
| Atrium Therapeutics (RNA) | 0.1 | $3.5M | 263k | 13.37 | |
| Pfizer (PFE) | 0.1 | $3.0M | 108k | 28.08 | |
| Illumina (ILMN) | 0.1 | $2.5M | 20k | 123.26 | |
| Kestra Med Technologies SHS (KMTS) | 0.1 | $2.3M | 116k | 19.93 | |
| Omada Health (OMDA) | 0.0 | $2.0M | 158k | 12.57 | |
| Bridgebio Pharma (BBIO) | 0.0 | $1.9M | 25k | 74.26 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $1.9M | 21k | 88.88 | |
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $1.8M | 38k | 47.97 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $1.8M | 2.7k | 650.34 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $1.6M | 10k | 163.52 | |
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $1.6M | 3.0k | 523.47 | |
| Masimo Corporation | 0.0 | $1.6M | 8.8k | 177.87 | |
| Protagonist Therapeutics (PTGX) | 0.0 | $1.5M | 14k | 105.40 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $1.2M | 2.1k | 592.98 | |
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $1.1M | 3.8k | 296.97 | |
| Phreesia (PHR) | 0.0 | $1.1M | 131k | 8.38 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.1M | 76k | 13.88 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | 17k | 60.65 | |
| Encompass Health Corp (EHC) | 0.0 | $951k | 9.8k | 96.73 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.0 | $885k | 28k | 32.01 | |
| Apple (AAPL) | 0.0 | $843k | 3.3k | 253.79 | |
| Billiontoone Cl A (BLLN) | 0.0 | $833k | 11k | 78.94 | |
| Mineralys Therapeutics (MLYS) | 0.0 | $796k | 29k | 27.09 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.0 | $742k | 18k | 42.20 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $741k | 4.4k | 169.66 | |
| BP Sponsored Adr (BP) | 0.0 | $735k | 16k | 47.00 | |
| Shell Spon Ads (SHEL) | 0.0 | $730k | 7.8k | 93.00 | |
| Beta Bionics (BBNX) | 0.0 | $723k | 72k | 10.02 | |
| Biogen Idec (BIIB) | 0.0 | $670k | 3.7k | 183.33 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $649k | 36k | 18.09 | |
| Cisco Systems (CSCO) | 0.0 | $621k | 8.0k | 77.59 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $612k | 4.6k | 131.74 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $590k | 4.7k | 125.46 | |
| Cytokinetics Com New (CYTK) | 0.0 | $583k | 8.8k | 65.91 | |
| Certara Ord (CERT) | 0.0 | $567k | 99k | 5.70 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $566k | 1.8k | 322.19 | |
| Procter & Gamble Company (PG) | 0.0 | $563k | 3.9k | 144.44 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $550k | 1.1k | 499.66 | |
| AmerisourceBergen (COR) | 0.0 | $539k | 1.7k | 314.14 | |
| Axsome Therapeutics (AXSM) | 0.0 | $538k | 3.2k | 169.02 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $528k | 5.8k | 91.77 | |
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 0.0 | $525k | 50k | 10.49 | |
| Blackrock (BLK) | 0.0 | $433k | 450.00 | 961.71 | |
| Visa Com Cl A (V) | 0.0 | $423k | 1.4k | 302.24 | |
| Centessa Pharmaceuticals Sponsored Ads | 0.0 | $359k | 9.0k | 39.72 | |
| Denali Therapeutics (DNLI) | 0.0 | $341k | 18k | 19.20 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $328k | 6.8k | 48.20 | |
| Jd.com Spon Ads Cl A (JD) | 0.0 | $325k | 11k | 29.57 | |
| Alkermes SHS (ALKS) | 0.0 | $314k | 8.9k | 35.36 | |
| Garmin SHS (GRMN) | 0.0 | $307k | 1.3k | 232.01 | |
| Summit Therapeutics (SMMT) | 0.0 | $301k | 16k | 18.96 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $297k | 1.5k | 198.29 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $292k | 1.2k | 243.08 | |
| Amazon (AMZN) | 0.0 | $282k | 1.4k | 208.27 | |
| Travere Therapeutics (TVTX) | 0.0 | $264k | 8.9k | 29.71 | |
| Halozyme Therapeutics (HALO) | 0.0 | $249k | 3.9k | 64.63 | |
| Olema Pharmaceuticals (OLMA) | 0.0 | $245k | 16k | 14.91 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $239k | 5.0k | 47.57 | |
| Tempus Ai Cl A (TEM) | 0.0 | $224k | 5.0k | 45.22 | |
| Cardinal Health (CAH) | 0.0 | $182k | 863.00 | 211.31 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $132k | 1.9k | 68.13 | |
| Iqvia Holdings (IQV) | 0.0 | $126k | 740.00 | 170.54 | |
| Ascendis Pharma A/s Sponsored Adr | 0.0 | $123k | 536.00 | 228.73 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $117k | 1.0k | 111.35 | |
| Caris Life Sciences (CAI) | 0.0 | $115k | 6.4k | 17.88 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $97k | 1.5k | 62.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $90k | 314.00 | 287.56 | |
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $88k | 1.0k | 86.97 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $76k | 664.00 | 113.98 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $75k | 280.00 | 266.81 | |
| NVIDIA Corporation (NVDA) | 0.0 | $71k | 408.00 | 174.40 | |
| Microsoft Corporation (MSFT) | 0.0 | $64k | 172.00 | 370.17 | |
| Zoetis Cl A (ZTS) | 0.0 | $63k | 533.00 | 118.21 | |
| Bridgebio Oncology Therapeut Com New (BBOT) | 0.0 | $63k | 7.0k | 8.95 | |
| Incyte Corporation (INCY) | 0.0 | $46k | 486.00 | 94.12 | |
| Mettler-Toledo International (MTD) | 0.0 | $45k | 36.00 | 1261.19 | |
| Wave Life Sciences SHS (WVE) | 0.0 | $38k | 5.3k | 7.25 | |
| Oracle Corporation (ORCL) | 0.0 | $28k | 191.00 | 147.11 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $26k | 131.00 | 195.98 | |
| Qualcomm (QCOM) | 0.0 | $25k | 197.00 | 128.78 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $14k | 4.6k | 3.07 | |
| Qiagen Nv Ord Shares (QGEN) | 0.0 | $9.7k | 243.00 | 40.04 |
