Bellevue Group Ag Top Holdings and 13F Report (2026) About Bellevue Group AgInvestment ActivityBellevue Group Ag has $4.20 billion in total holdings as of March 31, 2026.Bellevue Group Ag owns shares of 155 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 24.96% of the portfolio was purchased this quarter.About 44.33% of the portfolio was sold this quarter.This quarter, Bellevue Group Ag has purchased 176 new stocks and bought additional shares in 34 stocks.Bellevue Group Ag sold shares of 87 stocks and completely divested from 40 stocks this quarter.Largest Holdings Vertex Pharmaceuticals $304,499,199argenex $228,568,250Regeneron Pharmaceuticals $215,314,679Scholar Rock $176,217,608Gilead Sciences $163,046,036 Largest New Holdings this Quarter 29337E102 - Enliven Therapeutics $90,977,986 Holding92243G108 - Vaxcyte $69,191,403 Holding36322Q206 - DAMORA THERAPEUTICS INC $59,518,200 Holding254604101 - Disc Medicine $29,368,537 Holding687604108 - ORUKA THERAPEUTICS INC $24,868,742 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 264,746 shares (about $204.55M)Gilead Sciences 1,117,127 shares (about $155.69M)Crinetics Pharmaceuticals 3,275,960 shares (about $118.98M)Amgen 276,869 shares (about $97.42M)Enliven Therapeutics 2,320,867 shares (about $90.98M) Largest Sales this Quarter Revolution Medicines 3,461,263 shares (about $336.61M)Ionis Pharmaceuticals 2,983,534 shares (about $224.03M)Neurocrine Biosciences 1,698,658 shares (about $223.78M)argenex 148,854 shares (about $108.70M)Celldex Therapeutics 2,417,669 shares (about $76.69M) 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 PortfolioSectorVRTXVertex Pharmaceuticals$304,499,199$351,874 â–²0.1%681,9087.2%MedicalARGXargenex$228,568,250$108,700,634 â–¼-32.2%313,0005.4%MedicalREGNRegeneron Pharmaceuticals$215,314,679$204,553,349 â–²1,900.8%278,6745.1%MedicalSRRKScholar Rock$176,217,608$23,204,454 â–¼-11.6%3,584,5734.2%MedicalGILDGilead Sciences$163,046,036$155,693,990 â–²2,117.7%1,169,8793.9%MedicalRVMDRevolution Medicines$150,198,346$336,607,827 â–¼-69.1%1,544,4563.6%MedicalIONSIonis Pharmaceuticals$136,563,555$224,033,568 â–¼-62.1%1,818,6653.2%MedicalISRGIntuitive Surgical$132,144,627$16,307,060 â–¼-11.0%286,6543.1%MedicalVRDNViridian Therapeutics$131,563,376$46,310,588 â–²54.3%6,726,1443.1%MedicalKRYSKrystal Biotech$124,454,701$18,460,064 â–²17.4%481,7853.0%MedicalCRNXCrinetics Pharmaceuticals$119,129,600$118,982,867 â–²81,088.1%3,280,0002.8%MedicalABTAbbott Laboratories$118,238,365$16,969,298 â–¼-12.6%1,151,6352.8%MedicalNUVLNuvalent$107,907,307$1,618,710 â–²1.5%1,053,2682.6%MedicalAMGNAmgen$103,921,712$97,416,357 â–²1,497.5%295,3582.5%MedicalBSXBoston Scientific$92,047,599$5,817,678 â–¼-5.9%1,466,8942.2%MedicalELVNEnliven Therapeutics$90,977,986$90,977,986 â–²New Holding2,320,8672.2%MedicalIMCRImmunocore$84,323,6100.0%2,796,8032.0%MedicalMDTMedtronic$82,952,558$16,527,361 â–²24.9%957,3292.0%MedicalALNYAlnylam Pharmaceuticals$77,603,243$69,932,684 â–¼-47.4%234,5431.8%MedicalRLAYRelay Therapeutics$77,562,658$5,473,714 â–¼-6.6%7,795,2421.8%MedicalSYKStryker$71,381,906$47,100,091 â–¼-39.8%217,2371.7%MedicalPCVXVaxcyte$69,191,403$69,191,403 â–²New Holding1,190,6971.6%MedicalVERAVera Therapeutics$68,824,317$507,662 â–²0.7%1,710,7711.6%MedicalEWEdwards Lifesciences$67,223,236$16,307,892 â–¼-19.5%839,4511.6%MedicalDAMORA THERAPEUTICS INC$59,518,200$59,518,200 â–²New Holding2,298,0001.4%COM NEWTNGXTango Therapeutics$50,208,000$31,958,856 â–¼-38.9%2,400,0001.2%MedicalIDXXIDEXX Laboratories$50,081,818$3,038,701 â–¼-5.7%89,1311.2%MedicalRAREUltragenyx Pharmaceutical$49,861,000$49,806,949 â–²92,148.1%2,380,0001.2%MedicalDXCMDexCom$49,534,505$3,682,529 â–¼-6.9%788,7661.2%MedicalJADE BIOSCIENCES INC$49,196,103$2,253,606 â–²4.8%3,501,5021.2%COM NEWEWTXEdgewise Therapeutics$48,148,3170.0%1,528,5181.1%MedicalUNHUnitedHealth Group$40,102,250$7,296,730 â–¼-15.4%148,2031.0%MedicalDHRDanaher$38,330,294$1,427,878 â–²3.9%202,1640.9%MedicalCLDXCelldex Therapeutics$38,064,000$76,688,461 â–¼-66.8%1,200,0000.9%MedicalRMDResMed$35,769,990$419,329 â–¼-1.2%159,3460.9%MedicalPODDInsulet$34,341,575$4,835,343 â–¼-12.3%163,6560.8%MedicalTMOThermo Fisher Scientific$31,660,430$326,867 â–¼-1.0%64,4120.8%MedicalLLYEli Lilly and Company$31,209,636$65,304 â–¼-0.2%33,9320.7%MedicalGEHCGE HealthCare Technologies$29,674,017$542,890 â–¼-1.8%416,8870.7%MedicalIRONDisc Medicine$29,368,537$29,368,537 â–²New Holding459,3140.7%MedicalJNJJohnson & Johnson$29,113,293$1,881,699 â–¼-6.1%119,1020.7%MedicalANNXAnnexon$28,571,3870.0%5,157,2900.7%MedicalCICigna Group$26,211,655$3,134,312 â–¼-10.7%98,2630.6%MedicalORUKA THERAPEUTICS INC$24,868,742$24,868,742 â–²New Holding507,0080.6%COMMRKMerck & Co., Inc.$24,850,831$13,770,077 â–²124.3%206,5910.6%MedicalALGNAlign Technology$23,945,342$307,545 â–¼-1.3%139,6800.6%MedicalSTESTERIS$22,086,022$404,005 â–¼-1.8%99,8780.5%MedicalGMEDGlobus Medical$21,304,008$1,328,760 â–¼-5.9%247,2610.5%MedicalGLUEMonte Rosa Therapeutics$20,562,500$20,562,500 â–²New Holding1,250,0000.5%MedicalABBVAbbVie$20,349,887$8,980,597 â–¼-30.6%93,5670.5%MedicalCOOPER COS INC$19,461,156$1,413,913 â–¼-6.8%272,1840.5%COMMCKMcKesson$19,342,527$2,376,279 â–¼-10.9%22,3520.5%MedicalBDXBecton, Dickinson and Company$19,164,293$22,605,743 â–¼-54.1%121,8870.5%MedicalHCAHCA Healthcare$17,871,909$2,906,167 â–¼-14.0%37,7650.4%MedicalGKOSGlaukos$15,686,385$12,513,537 â–¼-44.4%145,7030.4%MedicalELVElevance Health$15,374,645$5,013,929 â–¼-24.6%52,5180.4%MedicalZBHZimmer Biomet$14,066,730$7,514,716 â–¼-34.8%155,5710.3%MedicalPRCTPROCEPT BioRobotics$12,562,173$328,731 â–¼-2.6%502,2860.3%MedicalLIVNLivaNova$11,833,919$11,833,919 â–²New Holding186,1850.3%MedicalHUMHumana$11,183,308$1,488,206 â–¼-11.7%64,4980.3%MedicalTMDXTransMedics Group$10,054,228$323,480 â–²3.3%101,1390.2%MedicalVEEVVeeva Systems$9,927,776$4,217,948 â–¼-29.8%56,5170.2%MedicalCNCCentene$8,547,301$412,786 â–¼-4.6%261,0660.2%MedicalTEVATeva Pharmaceutical Industries$7,532,470$2,342,764 â–¼-23.7%250,0820.2%MedicalTHCTenet Healthcare$7,221,743$371,759 â–¼-4.9%38,2690.2%MedicalTXG10x Genomics$6,995,115$157,781 â–²2.3%329,4920.2%MedicalCVSCVS Health$6,418,051$1,414,495 â–¼-18.1%89,3630.2%MedicalNTRANatera$6,338,483$4,868,157 â–¼-43.4%31,6940.2%MedicalWAYSTAR HLDG CORP$6,175,511$347,305 â–²6.0%256,1390.1%COMMEDLINE INC$6,080,258$841,718 â–²16.1%136,6350.1%COM CL AINSPInspire Medical Systems$5,144,331$52,921 â–¼-1.0%99,7350.1%MedicalPRVAPrivia Health Group$4,663,281$4,555,432 â–¼-49.4%226,7030.1%MedicalPENPenumbra$4,028,115$40,431,543 â–¼-90.9%12,2670.1%MedicalATRIUM THERAPEUTICS INC$3,517,594$3,517,594 â–²New Holding263,0960.1%COMPFEPfizer$3,022,391$1,426,127 â–²89.3%107,6350.1%MedicalILMNIllumina$2,492,687$334,897 â–¼-11.8%20,2230.1%MedicalKESTRA MED TECHNOLOGIES LTD$2,303,709$3,288 â–¼-0.1%115,5900.1%SHSOMADA HEALTH INC$1,985,281$250,885 â–¼-11.2%157,9380.0%COMBBIOBridgeBio Pharma$1,884,496$94,013 â–²5.3%25,3770.0%MedicalBNTXBioNTech$1,853,237$2,035,708 â–¼-52.3%20,8510.0%MedicalRPRXRoyalty Pharma$1,837,059$1,203,807 â–²190.1%38,2960.0%MedicalSPYSPDR S&P 500 ETF Trust$1,755,918$260,136 â–¼-12.9%2,7000.0%FinanceINSMInsmed$1,640,760$634,621 â–¼-27.9%10,0340.0%MedicalMDGLMadrigal Pharmaceuticals$1,591,349$81,661 â–²5.4%3,0400.0%MedicalMASIMasimo$1,556,896$15,747,186 â–¼-91.0%8,7530.0%MedicalPTGXProtagonist Therapeutics$1,522,714$220,918 â–¼-12.7%14,4470.0%MedicalUTHRUnited Therapeutics$1,231,619$1,078,037 â–¼-46.7%2,0770.0%MedicalBEONE MEDICINES LTD$1,132,050$570,777 â–²101.7%3,8120.0%SPONSORED ADSPHRPhreesia$1,097,713$437,612 â–¼-28.5%130,9920.0%MedicalADPTAdaptive Biotechnologies$1,057,392$3,080,096 â–¼-74.4%76,1810.0%MedicalBMYBristol Myers Squibb$1,033,355$3,035,169 â–¼-74.6%17,0380.0%MedicalEHCEncompass Health$950,759$895,720 â–¼-48.5%9,8290.0%MedicalNAMSNewAmsterdam Pharma$885,429$277,687 â–¼-23.9%27,6610.0%MedicalAAPLApple$842,5830.0%3,3200.0%Computer and TechnologyBILLIONTOONE INC$833,133$2,763 â–¼-0.3%10,5540.0%CL AMLYSMineralys Therapeutics$795,742$258,655 â–²48.2%29,3740.0%MedicalEQNREquinor ASA$741,581$741,581 â–²New Holding17,5730.0%EnergyXOMExxonMobil$741,414$741,414 â–²New Holding4,3700.0%EnergyBPBP$735,268$735,268 â–²New Holding15,6440.0%EnergySHELShell$729,492$729,492 â–²New Holding7,8440.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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