Filed: 5/15/2026ACC: 0001104659-26-061375
📋 What this filing means
BELLEVUE GROUP AG filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $4.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$4.20B
Total AUM (reported)
71M
Total Shares
Allocation by class
COM$3.31B78.9%
COM NEW$287.36M6.8%
SPONSORED ADR$230.17M5.5%
SHS$97.75M2.3%
CL A$91.81M2.2%
ADS$84.32M2.0%
COMMON STOCK$29.67M0.7%
Portfolio Concentration
Top 3$748.38M17.8%
4–10$1.01B24.1%
11–25$1.29B30.7%
Rest$1.15B27.3%
Top 3 weight
17.8%
Top 10 weight
41.9%
Voting Authority Distribution
Total shares with voting rights: 71M
Sole
Full voting authority
71M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other155
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings155
Rows:
VERTEX PHARMACEUTICALS INC
DFNDShares681.91K
TypeSH
Market value$304.50M
7.25%
Sole
681.91K
Shared
0.00
None
0.00
ARGENX SE
DFNDShares313K
TypeSH
Market value$228.57M
5.44%
Sole
313K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
DFNDShares278.67K
TypeSH
Market value$215.31M
5.12%
Sole
278.67K
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
DFNDShares3.58M
TypeSH
Market value$176.22M
4.19%
Sole
3.58M
Shared
0.00
None
0.00
GILEAD SCIENCES INC
DFNDShares1.17M
TypeSH
Market value$163.05M
3.88%
Sole
1.17M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
DFNDShares1.54M
TypeSH
Market value$150.20M
3.57%
Sole
1.54M
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
DFNDShares1.82M
TypeSH
Market value$136.56M
3.25%
Sole
1.82M
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares286.65K
TypeSH
Market value$132.14M
3.14%
Sole
286.65K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
DFNDShares6.73M
TypeSH
Market value$131.56M
3.13%
Sole
6.73M
Shared
0.00
None
0.00
KRYSTAL BIOTECH INC
DFNDShares481.79K
TypeSH
Market value$124.45M
2.96%
Sole
481.79K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
DFNDShares3.28M
TypeSH
Market value$119.13M
2.84%
Sole
3.28M
Shared
0.00
None
0.00
ABBOTT LABORATORIES
DFNDShares1.15M
TypeSH
Market value$118.24M
2.81%
Sole
1.15M
Shared
0.00
None
0.00
NUVALENT INC
DFNDShares1.05M
TypeSH
Market value$107.91M
2.57%
Sole
1.05M
Shared
0.00
None
0.00
AMGEN INC
DFNDShares295.36K
TypeSH
Market value$103.92M
2.47%
Sole
295.36K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
DFNDShares1.47M
TypeSH
Market value$92.05M
2.19%
Sole
1.47M
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
DFNDShares2.32M
TypeSH
Market value$90.98M
2.17%
Sole
2.32M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares2.80M
TypeSH
Market value$84.32M
2.01%
Sole
2.80M
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares957.33K
TypeSH
Market value$82.95M
1.97%
Sole
957.33K
Shared
0.00
None
0.00
ALNYLAM PHARMACEUTICALS INC
DFNDShares234.54K
TypeSH
Market value$77.60M
1.85%
Sole
234.54K
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
DFNDShares7.80M
TypeSH
Market value$77.56M
1.85%
Sole
7.80M
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares217.24K
TypeSH
Market value$71.38M
1.70%
Sole
217.24K
Shared
0.00
None
0.00
VAXCYTE INC
DFNDShares1.19M
TypeSH
Market value$69.19M
1.65%
Sole
1.19M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
DFNDShares1.71M
TypeSH
Market value$68.82M
1.64%
Sole
1.71M
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
DFNDShares839.45K
TypeSH
Market value$67.22M
1.60%
Sole
839.45K
Shared
0.00
None
0.00
DAMORA THERAPEUTICS INC
DFNDShares2.30M
TypeSH
Market value$59.52M
1.42%
Sole
2.30M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERTEX PHARMACEUTICALS INCDFND | COM | 681.91K | SH | $304.50M 7.25% | 681.91K | 0.00 | 0.00 |
ARGENX SEDFND | SPONSORED ADR | 313K | SH | $228.57M 5.44% | 313K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSDFND | COM | 278.67K | SH | $215.31M 5.12% | 278.67K | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPDFND | COM | 3.58M | SH | $176.22M 4.19% | 3.58M | 0.00 | 0.00 |
GILEAD SCIENCES INCDFND | COM | 1.17M | SH | $163.05M 3.88% | 1.17M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 1.54M | SH | $150.20M 3.57% | 1.54M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 1.82M | SH | $136.56M 3.25% | 1.82M | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 286.65K | SH | $132.14M 3.14% | 286.65K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCDFND | COM | 6.73M | SH | $131.56M 3.13% | 6.73M | 0.00 | 0.00 |
KRYSTAL BIOTECH INCDFND | COM | 481.79K | SH | $124.45M 2.96% | 481.79K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INDFND | COM | 3.28M | SH | $119.13M 2.84% | 3.28M | 0.00 | 0.00 |
ABBOTT LABORATORIESDFND | COM | 1.15M | SH | $118.24M 2.81% | 1.15M | 0.00 | 0.00 |
NUVALENT INCDFND | COM | 1.05M | SH | $107.91M 2.57% | 1.05M | 0.00 | 0.00 |
AMGEN INCDFND | COM | 295.36K | SH | $103.92M 2.47% | 295.36K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPDFND | COM | 1.47M | SH | $92.05M 2.19% | 1.47M | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCDFND | COM | 2.32M | SH | $90.98M 2.17% | 2.32M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 2.80M | SH | $84.32M 2.01% | 2.80M | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 957.33K | SH | $82.95M 1.97% | 957.33K | 0.00 | 0.00 |
ALNYLAM PHARMACEUTICALS INCDFND | COM | 234.54K | SH | $77.60M 1.85% | 234.54K | 0.00 | 0.00 |
RELAY THERAPEUTICS INCDFND | COM | 7.80M | SH | $77.56M 1.85% | 7.80M | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 217.24K | SH | $71.38M 1.70% | 217.24K | 0.00 | 0.00 |
VAXCYTE INCDFND | COM | 1.19M | SH | $69.19M 1.65% | 1.19M | 0.00 | 0.00 |
VERA THERAPEUTICS INCDFND | CL A | 1.71M | SH | $68.82M 1.64% | 1.71M | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPDFND | COM | 839.45K | SH | $67.22M 1.60% | 839.45K | 0.00 | 0.00 |
DAMORA THERAPEUTICS INCDFND | COM NEW | 2.30M | SH | $59.52M 1.42% | 2.30M | 0.00 | 0.00 |
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