Bellevue Group as of June 30, 2026
Portfolio Holdings for Bellevue Group
Bellevue Group holds 148 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amgen (AMGN) | 6.5 | $308M | 852k | 362.12 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.0 | $287M | 579k | 496.73 | |
| Argenx Se Sponsored Adr (ARGX) | 5.9 | $279M | 301k | 927.77 | |
| Gilead Sciences (GILD) | 5.7 | $273M | 2.2M | 126.34 | |
| Revolution Medicines (RVMD) | 4.1 | $196M | 1.0M | 187.28 | |
| Oruka Therapeutics (ORKA) | 3.3 | $158M | 1.7M | 95.17 | |
| Insmed Com Par $.01 (INSM) | 3.1 | $149M | 1.4M | 106.62 | |
| Scholar Rock Hldg Corp (SRRK) | 2.8 | $135M | 2.4M | 55.00 | |
| Nuvalent Inc-a (NUVL) | 2.7 | $130M | 1.1M | 123.50 | |
| Miragen Therapeutics (VRDN) | 2.6 | $124M | 6.7M | 18.37 | |
| Relay Therapeutics (RLAY) | 2.4 | $116M | 6.2M | 18.71 | |
| Vaxcyte (PCVX) | 2.4 | $115M | 2.0M | 58.13 | |
| United Therapeutics Corporation (UTHR) | 2.1 | $102M | 189k | 541.83 | |
| Intuitive Surgical Com New (ISRG) | 2.1 | $101M | 255k | 397.68 | |
| Regeneron Pharmaceuticals (REGN) | 2.1 | $98M | 157k | 623.54 | |
| Crinetics Pharmaceuticals In (CRNX) | 2.1 | $98M | 2.6M | 37.42 | |
| Bridgebio Pharma (BBIO) | 1.9 | $89M | 1.2M | 74.48 | |
| Immunocore Hldgs Ads (IMCR) | 1.9 | $89M | 2.8M | 31.75 | |
| Abbott Laboratories (ABT) | 1.8 | $86M | 947k | 90.74 | |
| Stryker Corporation (SYK) | 1.8 | $85M | 269k | 314.84 | |
| Medtronic SHS (MDT) | 1.6 | $78M | 994k | 78.23 | |
| Ionis Pharmaceuticals (IONS) | 1.6 | $77M | 972k | 79.29 | |
| Enliven Therapeutics (ELVN) | 1.6 | $76M | 1.5M | 50.75 | |
| Vera Therapeutics Cl A (VERA) | 1.5 | $73M | 1.7M | 42.91 | |
| Jade Biosciences Com New (JBIO) | 1.4 | $68M | 3.1M | 22.22 | |
| Edwards Lifesciences (EW) | 1.4 | $67M | 739k | 90.46 | |
| Ultragenyx Pharmaceutical (RARE) | 1.4 | $66M | 2.0M | 33.39 | |
| UnitedHealth (UNH) | 1.3 | $62M | 149k | 415.63 | |
| Dex (DXCM) | 1.2 | $55M | 823k | 67.35 | |
| Celldex Therapeutics Com New (CLDX) | 0.9 | $45M | 1.2M | 37.21 | |
| Avalyn Pharmaceuticals Com Shs | 0.9 | $44M | 1.4M | 32.92 | |
| Damora Therapeutics Com New (DMRA) | 0.9 | $42M | 1.6M | 26.01 | |
| Disc Medicine (IRON) | 0.9 | $41M | 560k | 73.14 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $40M | 80k | 501.36 | |
| Boston Scientific Corporation (BSX) | 0.8 | $38M | 888k | 42.68 | |
| Eli Lilly & Co. (LLY) | 0.8 | $36M | 30k | 1199.43 | |
| Cg Oncology (CGON) | 0.7 | $35M | 494k | 71.05 | |
| IDEXX Laboratories (IDXX) | 0.7 | $33M | 62k | 526.44 | |
| ResMed (RMD) | 0.6 | $29M | 148k | 194.88 | |
| Krystal Biotech (KRYS) | 0.6 | $29M | 78k | 371.67 | |
| Monte Rosa Therapeutics (GLUE) | 0.6 | $29M | 1.2M | 24.20 | |
| Danaher Corporation (DHR) | 0.6 | $27M | 144k | 190.48 | |
| Johnson & Johnson (JNJ) | 0.6 | $26M | 103k | 253.97 | |
| Seaport Therapeutics Common Stock | 0.5 | $24M | 1.1M | 21.72 | |
| Palvella Therapeutics Inc Ne (PVLA) | 0.5 | $24M | 155k | 152.82 | |
| Align Technology (ALGN) | 0.5 | $24M | 140k | 168.66 | |
| Annexon (ANNX) | 0.5 | $23M | 4.1M | 5.71 | |
| Humana (HUM) | 0.5 | $23M | 58k | 397.22 | |
| Anthem (ELV) | 0.5 | $22M | 56k | 386.73 | |
| Tango Therapeutics (TNGX) | 0.5 | $22M | 694k | 31.26 | |
| Steris Shs Usd (STE) | 0.4 | $21M | 100k | 210.57 | |
| Spyre Therapeutics Com New (SYRE) | 0.4 | $20M | 230k | 88.78 | |
| Hemab Therapeutics Hldgs Com Shs | 0.4 | $20M | 550k | 36.73 | |
| Insulet Corporation (PODD) | 0.4 | $19M | 128k | 152.25 | |
| Cigna Corp (CI) | 0.4 | $18M | 67k | 275.68 | |
| Glaukos (GKOS) | 0.4 | $18M | 129k | 139.76 | |
| CVS Caremark Corporation (CVS) | 0.4 | $18M | 169k | 103.45 | |
| Becton, Dickinson and (BDX) | 0.3 | $17M | 110k | 151.33 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $16M | 253k | 64.01 | |
| Livanova SHS (LIVN) | 0.3 | $16M | 196k | 82.23 | |
| Centene Corporation (CNC) | 0.3 | $15M | 229k | 64.19 | |
| Merck & Co (MRK) | 0.3 | $15M | 113k | 128.50 | |
| Cooper Cos (COO) | 0.3 | $14M | 197k | 71.71 | |
| Parabilis Medicines | 0.3 | $14M | 500k | 27.37 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.2 | $12M | 346k | 33.88 | |
| Globus Med Cl A (GMED) | 0.2 | $12M | 146k | 79.01 | |
| Procept Biorobotics Corp (PRCT) | 0.2 | $11M | 502k | 22.58 | |
| Zimmer Holdings (ZBH) | 0.2 | $11M | 127k | 86.09 | |
| Veeva Sys Cl A Com (VEEV) | 0.2 | $11M | 59k | 177.47 | |
| Abbvie (ABBV) | 0.2 | $10M | 41k | 251.64 | |
| 10x Genomics Cl A Com (TXG) | 0.2 | $10M | 262k | 38.34 | |
| Hca Holdings (HCA) | 0.2 | $9.3M | 24k | 389.89 | |
| Aura Biosciences (AURA) | 0.2 | $8.3M | 1.2M | 7.10 | |
| McKesson Corporation (MCK) | 0.2 | $7.3M | 9.6k | 755.60 | |
| Tenet Healthcare Corp Com New (THC) | 0.2 | $7.3M | 39k | 187.08 | |
| Protagonist Therapeutics (PTGX) | 0.1 | $6.8M | 56k | 122.58 | |
| Natera (NTRA) | 0.1 | $6.7M | 25k | 271.45 | |
| Transmedics Group (TMDX) | 0.1 | $6.7M | 101k | 66.42 | |
| Molina Healthcare (MOH) | 0.1 | $6.3M | 28k | 228.70 | |
| Alkermes SHS (ALKS) | 0.1 | $6.3M | 120k | 52.40 | |
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $6.3M | 112k | 56.07 | |
| Waystar Holding Corp (WAY) | 0.1 | $6.0M | 294k | 20.53 | |
| Privia Health Group (PRVA) | 0.1 | $5.8M | 227k | 25.73 | |
| Gmr Solutions Com Cl A | 0.1 | $5.2M | 333k | 15.46 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $4.1M | 24k | 168.53 | |
| Omada Health (OMDA) | 0.1 | $3.5M | 158k | 21.95 | |
| Kestra Med Technologies SHS (KMTS) | 0.1 | $3.3M | 129k | 25.44 | |
| Medline Com Cl A (MDLN) | 0.1 | $3.2M | 82k | 39.44 | |
| Illumina (ILMN) | 0.1 | $3.2M | 18k | 175.83 | |
| Beone Medicines Sponsored Ads (ONC) | 0.1 | $3.0M | 11k | 284.97 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.1 | $2.9M | 87k | 33.89 | |
| Madrigal Pharmaceuticals (MDGL) | 0.1 | $2.5M | 4.7k | 536.95 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $2.0M | 2.7k | 746.77 | |
| Biontech Se Sponsored Ads (BNTX) | 0.0 | $2.0M | 21k | 93.05 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $1.9M | 89k | 21.45 | |
| Cytokinetics Com New (CYTK) | 0.0 | $1.6M | 19k | 85.19 | |
| Alamar Biosciences Common Stock | 0.0 | $1.5M | 56k | 27.09 | |
| Phreesia (PHR) | 0.0 | $1.4M | 141k | 10.29 | |
| Mobia Med Common Stock | 0.0 | $1.3M | 100k | 13.40 | |
| Billiontoone Cl A (BLLN) | 0.0 | $1.3M | 11k | 119.98 | |
| Beta Bionics (BBNX) | 0.0 | $1.1M | 72k | 15.67 | |
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $955k | 33k | 28.88 | |
| Pfizer (PFE) | 0.0 | $925k | 38k | 24.08 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $853k | 6.4k | 133.26 | |
| Encompass Health Corp (EHC) | 0.0 | $703k | 7.0k | 101.08 | |
| Axsome Therapeutics (AXSM) | 0.0 | $658k | 2.7k | 244.77 | |
| Certara Ord (CERT) | 0.0 | $651k | 99k | 6.55 | |
| Agomab Therapeutics Nv Sponsored Ads (AGMB) | 0.0 | $639k | 49k | 12.98 | |
| Praxis Precision Medicines I Com New (PRAX) | 0.0 | $618k | 1.8k | 334.79 | |
| Apple (AAPL) | 0.0 | $541k | 1.8k | 305.73 | |
| Garmin SHS (GRMN) | 0.0 | $469k | 2.0k | 237.54 | |
| Denali Therapeutics (DNLI) | 0.0 | $457k | 18k | 25.72 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $434k | 5.8k | 75.45 | |
| Veradermics Common Stock (MANE) | 0.0 | $426k | 3.5k | 122.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $396k | 907.00 | 436.17 | |
| Definium Therapeutics Com Shs (DFTX) | 0.0 | $395k | 8.4k | 47.04 | |
| Travere Therapeutics (TVTX) | 0.0 | $392k | 6.9k | 56.81 | |
| Amazon (AMZN) | 0.0 | $383k | 1.6k | 238.34 | |
| Halozyme Therapeutics (HALO) | 0.0 | $340k | 4.3k | 78.27 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $329k | 1.1k | 301.03 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $317k | 5.8k | 54.54 | |
| Structure Therapeutics Sponsored Ads (GPCR) | 0.0 | $256k | 4.8k | 53.67 | |
| Viatris (VTRS) | 0.0 | $251k | 16k | 15.88 | |
| Mineralys Therapeutics (MLYS) | 0.0 | $236k | 8.8k | 26.98 | |
| Summit Therapeutics (SMMT) | 0.0 | $223k | 15k | 14.57 | |
| Cardinal Health (CAH) | 0.0 | $202k | 852.00 | 237.56 | |
| Cogent Biosciences (COGT) | 0.0 | $189k | 4.9k | 38.70 | |
| Tempus Ai Cl A (TEM) | 0.0 | $186k | 3.2k | 57.93 | |
| AmerisourceBergen (COR) | 0.0 | $163k | 576.00 | 282.98 | |
| Ptc Therapeutics I (PTCT) | 0.0 | $133k | 1.6k | 81.57 | |
| Caris Life Sciences (CAI) | 0.0 | $114k | 6.4k | 17.82 | |
| Rhythm Pharmaceuticals (RYTM) | 0.0 | $113k | 1.0k | 111.03 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $97k | 1.2k | 81.51 | |
| NVIDIA Corporation (NVDA) | 0.0 | $82k | 408.00 | 200.09 | |
| Labcorp Holdings Com Shs (LH) | 0.0 | $78k | 280.00 | 280.00 | |
| Biogen Idec (BIIB) | 0.0 | $73k | 338.00 | 216.06 | |
| Bristol Myers Squibb (BMY) | 0.0 | $70k | 1.2k | 57.62 | |
| Waters Corporation (WAT) | 0.0 | $67k | 179.00 | 375.04 | |
| Microsoft Corporation (MSFT) | 0.0 | $64k | 172.00 | 373.02 | |
| Iqvia Holdings (IQV) | 0.0 | $57k | 293.00 | 193.22 | |
| Incyte Corporation (INCY) | 0.0 | $55k | 486.00 | 113.36 | |
| Mettler-Toledo International (MTD) | 0.0 | $46k | 36.00 | 1277.50 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $44k | 330.00 | 132.83 | |
| Qualcomm (QCOM) | 0.0 | $36k | 197.00 | 184.79 | |
| Zoetis Cl A (ZTS) | 0.0 | $28k | 390.00 | 71.86 | |
| Oracle Corporation (ORCL) | 0.0 | $28k | 191.00 | 146.55 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $28k | 131.00 | 211.95 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $17k | 4.6k | 3.67 |
