Bellevue Group Ag Top Holdings and 13F Report (2026) About Bellevue Group AgInvestment ActivityBellevue Group Ag has $4.75 billion in total holdings as of June 30, 2026.Bellevue Group Ag owns shares of 148 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 23.14% of the portfolio was purchased this quarter.About 22.18% of the portfolio was sold this quarter.This quarter, Bellevue Group Ag has purchased 155 new stocks and bought additional shares in 41 stocks.Bellevue Group Ag sold shares of 66 stocks and completely divested from 24 stocks this quarter.Largest Holdings Amgen $308,363,286Vertex Pharmaceuticals $287,424,867argenex $279,258,770Gilead Sciences $272,739,254Revolution Medicines $196,272,062 Largest New Holdings this Quarter 05348Y105 - AVALYN PHARMACEUTICALS INC $44,442,000 Holding156944100 - CG ONCOLOGY INC $35,069,996 Holding81221K108 - SEAPORT THERAPEUTICS INC $23,892,000 Holding697947109 - PALVELLA THERAPEUTICS INC NE $23,687,100 Holding00773J202 - SPYRE THERAPEUTICS INC $20,413,274 Holding Largest Purchases this Quarter Amgen 556,192 shares (about $201.41M)Insmed 1,383,384 shares (about $147.50M)Gilead Sciences 988,893 shares (about $124.94M)ORUKA THERAPEUTICS INC 1,150,182 shares (about $109.46M)United Therapeutics 186,438 shares (about $101.02M) Largest Sales this Quarter Krystal Biotech 404,255 shares (about $150.25M)Revolution Medicines 496,442 shares (about $92.97M)Regeneron Pharmaceuticals 121,383 shares (about $75.69M)Alnylam Pharmaceuticals 233,451 shares (about $70.28M)Ionis Pharmaceuticals 846,407 shares (about $67.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBellevue Group Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMGNAmgen$308,363,286$201,408,247 â–²188.3%851,5506.5%HealthcareVRTXVertex Pharmaceuticals$287,424,867$51,299,294 â–¼-15.1%578,6346.0%HealthcareARGXargenex$279,258,770$11,133,240 â–¼-3.8%301,0005.9%HealthcareGILDGilead Sciences$272,739,254$124,936,741 â–²84.5%2,158,7725.7%HealthcareRVMDRevolution Medicines$196,272,062$92,973,658 â–¼-32.1%1,048,0144.1%HealthcareORUKA THERAPEUTICS INC$157,714,772$109,462,821 â–²226.9%1,657,1903.3%COMINSMInsmed$148,566,227$147,496,402 â–²13,787.0%1,393,4183.1%HealthcareSRRKScholar Rock$134,725,085$62,426,430 â–¼-31.7%2,449,5472.8%HealthcareNUVLNuvalent$130,078,5980.0%1,053,2682.7%HealthcareVRDNViridian Therapeutics$123,665,169$105,903 â–²0.1%6,731,9092.6%HealthcareRLAYRelay Therapeutics$115,739,499$30,109,479 â–¼-20.6%6,185,9702.4%HealthcarePCVXVaxcyte$114,628,582$45,413,365 â–²65.6%1,971,9352.4%HealthcareUTHRUnited Therapeutics$102,143,083$101,017,702 â–²8,976.3%188,5152.1%HealthcareISRGIntuitive Surgical$101,332,443$12,664,120 â–¼-11.1%254,8092.1%HealthcareREGNRegeneron Pharmaceuticals$98,077,230$75,687,156 â–¼-43.6%157,2912.1%HealthcareCRNXCrinetics Pharmaceuticals$98,040,400$24,697,200 â–¼-20.1%2,620,0002.1%HealthcareBBIOBridgeBio Pharma$88,594,406$86,704,327 â–²4,587.3%1,189,5061.9%HealthcareIMCRImmunocore$88,526,779$271,717 â–¼-0.3%2,788,2451.9%HealthcareABTAbbott Laboratories$85,941,215$18,558,145 â–¼-17.8%947,1151.8%HealthcareSYKStryker$84,522,261$16,127,364 â–²23.6%268,4611.8%HealthcareMDTMedtronic$77,778,848$2,887,000 â–²3.9%994,2331.6%HealthcareIONSIonis Pharmaceuticals$77,090,336$67,111,610 â–¼-46.5%972,2581.6%HealthcareELVNEnliven Therapeutics$75,617,500$42,166,500 â–¼-35.8%1,490,0001.6%HealthcareVERAVera Therapeutics$73,410,771$1,588 â–²0.0%1,710,8081.5%HealthcareJADE BIOSCIENCES INC$67,948,671$9,854,703 â–¼-12.7%3,057,9961.4%COM NEWEWEdwards Lifesciences$66,871,108$9,065,630 â–¼-11.9%739,2341.4%HealthcareRAREUltragenyx Pharmaceutical$66,204,857$13,263,343 â–¼-16.7%1,982,7751.4%HealthcareUNHUnitedHealth Group$61,981,655$384,042 â–²0.6%149,1271.3%HealthcareDXCMDexCom$55,394,634$2,271,244 â–²4.3%822,4891.2%HealthcareCLDXCelldex Therapeutics$44,652,0000.0%1,200,0000.9%HealthcareAVALYN PHARMACEUTICALS INC$44,442,000$44,442,000 â–²New Holding1,350,0000.9%COM SHSDAMORA THERAPEUTICS INC$42,106,184$17,664,795 â–¼-29.6%1,618,8460.9%COM NEWIRONDisc Medicine$40,958,400$7,364,174 â–²21.9%560,0000.9%HealthcareTMOThermo Fisher Scientific$40,016,550$7,722,949 â–²23.9%79,8160.8%HealthcareBSXBoston Scientific$37,884,902$24,722,134 â–¼-39.5%887,6500.8%HealthcareLLYEli Lilly and Company$35,841,367$4,857,691 â–¼-11.9%29,8820.8%HealthcareCG ONCOLOGY INC$35,069,996$35,069,996 â–²New Holding493,5960.7%COMIDXXIDEXX Laboratories$32,523,463$14,398,660 â–¼-30.7%61,7800.7%HealthcareRMDResMed$28,880,242$2,173,107 â–¼-7.0%148,1950.6%HealthcareKRYSKrystal Biotech$28,815,575$150,249,455 â–¼-83.9%77,5300.6%HealthcareGLUEMonte Rosa Therapeutics$28,798,000$1,452,000 â–¼-4.8%1,190,0000.6%HealthcareDHRDanaher$27,399,405$11,108,794 â–¼-28.8%143,8440.6%HealthcareJNJJohnson & Johnson$26,230,022$4,018,313 â–¼-13.3%103,2800.6%HealthcareSEAPORT THERAPEUTICS INC$23,892,000$23,892,000 â–²New Holding1,100,0000.5%COMMON STOCKPALVELLA THERAPEUTICS INC NE$23,687,100$23,687,100 â–²New Holding155,0000.5%COMALGNAlign Technology$23,558,4290.0%139,6800.5%HealthcareANNXAnnexon$23,411,091$6,037,034 â–¼-20.5%4,100,0160.5%HealthcareHUMHumana$23,196,854$2,423,042 â–¼-9.5%58,3980.5%HealthcareELVElevance Health$21,830,522$1,520,236 â–²7.5%56,4490.5%HealthcareTNGXTango Therapeutics$21,700,129$53,323,870 â–¼-71.1%694,1820.5%HealthcareSTESTERIS$21,031,100$211 â–¼0.0%99,8770.4%HealthcareSPYRE THERAPEUTICS INC$20,413,274$20,413,274 â–²New Holding229,9310.4%COM NEWHEMAB THERAPEUTICS HLDGS INC$20,201,500$20,201,500 â–²New Holding550,0000.4%COM SHSPODDInsulet$19,411,571$5,505,056 â–¼-22.1%127,4980.4%HealthcareCICigna Group$18,332,720$8,756,424 â–¼-32.3%66,5000.4%HealthcareGKOSGlaukos$17,982,500$2,380,951 â–¼-11.7%128,6670.4%HealthcareCVSCVS Health$17,520,913$8,276,310 â–²89.5%169,3660.4%HealthcareBDXBecton, Dickinson and Company$16,605,290$1,839,870 â–¼-10.0%109,7290.3%HealthcareGEHCGE HealthCare Technologies$16,178,143$10,506,793 â–¼-39.4%252,7440.3%HealthcareLIVNLivaNova$16,085,915$775,922 â–²5.1%195,6210.3%HealthcareCNCCentene$14,690,844$2,066,982 â–¼-12.3%228,8650.3%HealthcareMRKMerck & Co., Inc.$14,528,339$12,018,605 â–¼-45.3%113,0610.3%HealthcareCOOPER COS INC$14,136,551$5,381,764 â–¼-27.6%197,1350.3%COMPARABILIS MEDICINES INC$13,685,000$13,685,000 â–²New Holding500,0000.3%COMTEVATeva Pharmaceutical Industries$11,719,058$3,246,280 â–²38.3%345,8990.2%HealthcareGMEDGlobus Medical$11,543,993$7,992,098 â–¼-40.9%146,1080.2%HealthcarePRCTPROCEPT BioRobotics$11,341,6180.0%502,2860.2%HealthcareZBHZimmer Biomet$10,908,206$2,484,902 â–¼-18.6%126,7070.2%HealthcareVEEVVeeva Systems$10,532,312$502,240 â–²5.0%59,3470.2%HealthcareABBVAbbVie$10,185,381$13,359,820 â–¼-56.7%40,4760.2%HealthcareTXG10x Genomics$10,024,760$2,607,964 â–¼-20.6%261,4700.2%HealthcareHCAHCA Healthcare$9,259,888$5,464,309 â–¼-37.1%23,7500.2%HealthcareAURAAura Biosciences$8,283,336$8,283,336 â–²New Holding1,166,6670.2%HealthcareMCKMcKesson$7,272,650$9,616,521 â–¼-56.9%9,6250.2%HealthcareTHCTenet Healthcare$7,271,425$112,061 â–²1.6%38,8680.2%HealthcarePTGXProtagonist Therapeutics$6,825,500$5,054,587 â–²285.4%55,6820.1%HealthcareNTRANatera$6,733,589$1,869,748 â–¼-21.7%24,8060.1%HealthcareTMDXTransMedics Group$6,717,6520.0%101,1390.1%HealthcareMOHMolina Healthcare$6,348,941$6,348,941 â–²New Holding27,7610.1%HealthcareALKSAlkermes$6,300,132$5,835,388 â–²1,255.6%120,2430.1%HealthcareRPRXRoyalty Pharma$6,297,278$4,150,021 â–²193.3%112,3110.1%HealthcareWAYSTAR HLDG CORP$6,027,444$768,910 â–²14.6%293,5920.1%COMPRVAPrivia Health Group$5,833,0680.0%226,7030.1%HealthcareGMR SOLUTIONS INC$5,153,328$5,153,328 â–²New Holding333,3330.1%COM CL ANBIXNeurocrine Biosciences$4,051,076$3,268,062 â–²417.4%24,0370.1%HealthcareOMADA HEALTH INC$3,466,7390.0%157,9380.1%COMKESTRA MED TECHNOLOGIES LTD$3,287,230$346,620 â–²11.8%129,2150.1%SHSMEDLINE INC$3,240,114$2,148,770 â–¼-39.9%82,1530.1%COM CL AILMNIllumina$3,188,501$367,309 â–¼-10.3%18,1340.1%HealthcareBEONE MEDICINES LTD$2,984,776$1,898,470 â–²174.8%10,4740.1%SPONSORED ADSNAMSNewAmsterdam Pharma$2,948,227$2,010,796 â–²214.5%86,9940.1%HealthcareMDGLMadrigal Pharmaceuticals$2,510,241$877,913 â–²53.8%4,6750.1%HealthcareSPYSPDR S&P 500 ETF Trust$2,016,2790.0%2,7000.0%ETFBNTXBioNTech$1,975,358$35,173 â–²1.8%21,2290.0%HealthcareADPTAdaptive Biotechnologies$1,918,467$284,384 â–²17.4%89,4390.0%HealthcareCYTKCytokinetics$1,619,206$866,041 â–²115.0%19,0070.0%HealthcareALAMAR BIOSCIENCES INC$1,509,942$1,509,942 â–²New Holding55,7380.0%COMMON STOCKPHRPhreesia$1,445,694$97,786 â–²7.3%140,4950.0%HealthcareMOBIA MED INC$1,340,000$1,340,000 â–²New Holding100,0000.0%COMMON STOCKBILLIONTOONE INC$1,266,2690.0%10,5540.0%CL AShowing largest 100 holdings. 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