Filed: 8/14/2026ACC: 0001104659-26-096739
📋 What this filing means
BELLEVUE GROUP AG filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $4.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$4.75B
Total AUM (reported)
69.34M
Total Shares
Allocation by class
COM$3.57B75.1%
COM NEW$285.96M6.0%
SPONSORED ADR$279.26M5.9%
COM PAR $.01$148.57M3.1%
SHS$103.92M2.2%
ADS$88.53M1.9%
CL A$86.45M1.8%
Portfolio Concentration
Top 3$875.05M18.4%
4–10$1.16B24.5%
11–25$1.35B28.4%
Rest$1.36B28.7%
Top 3 weight
18.4%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 69.34M
Sole
Full voting authority
69.34M
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
Other148
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings148
Rows:
AMGEN INC
DFNDShares851.55K
TypeSH
Market value$308.36M
6.49%
Sole
851.55K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
DFNDShares578.63K
TypeSH
Market value$287.42M
6.05%
Sole
578.63K
Shared
0.00
None
0.00
ARGENX SE
DFNDShares301K
TypeSH
Market value$279.26M
5.88%
Sole
301K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
DFNDShares2.16M
TypeSH
Market value$272.74M
5.74%
Sole
2.16M
Shared
0.00
None
0.00
REVOLUTION MEDICINES INC
DFNDShares1.05M
TypeSH
Market value$196.27M
4.13%
Sole
1.05M
Shared
0.00
None
0.00
ORUKA THERAPEUTICS INC
DFNDShares1.66M
TypeSH
Market value$157.71M
3.32%
Sole
1.66M
Shared
0.00
None
0.00
INSMED INC
DFNDShares1.39M
TypeSH
Market value$148.57M
3.13%
Sole
1.39M
Shared
0.00
None
0.00
SCHOLAR ROCK HLDG CORP
DFNDShares2.45M
TypeSH
Market value$134.73M
2.83%
Sole
2.45M
Shared
0.00
None
0.00
NUVALENT INC
DFNDShares1.05M
TypeSH
Market value$130.08M
2.74%
Sole
1.05M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
DFNDShares6.73M
TypeSH
Market value$123.67M
2.60%
Sole
6.73M
Shared
0.00
None
0.00
RELAY THERAPEUTICS INC
DFNDShares6.19M
TypeSH
Market value$115.74M
2.44%
Sole
6.19M
Shared
0.00
None
0.00
VAXCYTE INC
DFNDShares1.97M
TypeSH
Market value$114.63M
2.41%
Sole
1.97M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
DFNDShares188.51K
TypeSH
Market value$102.14M
2.15%
Sole
188.51K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
DFNDShares254.81K
TypeSH
Market value$101.33M
2.13%
Sole
254.81K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
DFNDShares157.29K
TypeSH
Market value$98.08M
2.06%
Sole
157.29K
Shared
0.00
None
0.00
CRINETICS PHARMACEUTICALS IN
DFNDShares2.62M
TypeSH
Market value$98.04M
2.06%
Sole
2.62M
Shared
0.00
None
0.00
BRIDGEBIO PHARMA INC
DFNDShares1.19M
TypeSH
Market value$88.59M
1.86%
Sole
1.19M
Shared
0.00
None
0.00
IMMUNOCORE HLDGS PLC
DFNDShares2.79M
TypeSH
Market value$88.53M
1.86%
Sole
2.79M
Shared
0.00
None
0.00
ABBOTT LABORATORIES
DFNDShares947.12K
TypeSH
Market value$85.94M
1.81%
Sole
947.12K
Shared
0.00
None
0.00
STRYKER CORPORATION
DFNDShares268.46K
TypeSH
Market value$84.52M
1.78%
Sole
268.46K
Shared
0.00
None
0.00
MEDTRONIC PLC
DFNDShares994.23K
TypeSH
Market value$77.78M
1.64%
Sole
994.23K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
DFNDShares972.26K
TypeSH
Market value$77.09M
1.62%
Sole
972.26K
Shared
0.00
None
0.00
ENLIVEN THERAPEUTICS INC
DFNDShares1.49M
TypeSH
Market value$75.62M
1.59%
Sole
1.49M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
DFNDShares1.71M
TypeSH
Market value$73.41M
1.54%
Sole
1.71M
Shared
0.00
None
0.00
JADE BIOSCIENCES INC
DFNDShares3.06M
TypeSH
Market value$67.95M
1.43%
Sole
3.06M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMGEN INCDFND | COM | 851.55K | SH | $308.36M 6.49% | 851.55K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCDFND | COM | 578.63K | SH | $287.42M 6.05% | 578.63K | 0.00 | 0.00 |
ARGENX SEDFND | SPONSORED ADR | 301K | SH | $279.26M 5.88% | 301K | 0.00 | 0.00 |
GILEAD SCIENCES INCDFND | COM | 2.16M | SH | $272.74M 5.74% | 2.16M | 0.00 | 0.00 |
REVOLUTION MEDICINES INCDFND | COM | 1.05M | SH | $196.27M 4.13% | 1.05M | 0.00 | 0.00 |
ORUKA THERAPEUTICS INCDFND | COM | 1.66M | SH | $157.71M 3.32% | 1.66M | 0.00 | 0.00 |
INSMED INCDFND | COM PAR $.01 | 1.39M | SH | $148.57M 3.13% | 1.39M | 0.00 | 0.00 |
SCHOLAR ROCK HLDG CORPDFND | COM | 2.45M | SH | $134.73M 2.83% | 2.45M | 0.00 | 0.00 |
NUVALENT INCDFND | COM | 1.05M | SH | $130.08M 2.74% | 1.05M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCDFND | COM | 6.73M | SH | $123.67M 2.60% | 6.73M | 0.00 | 0.00 |
RELAY THERAPEUTICS INCDFND | COM | 6.19M | SH | $115.74M 2.44% | 6.19M | 0.00 | 0.00 |
VAXCYTE INCDFND | COM | 1.97M | SH | $114.63M 2.41% | 1.97M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELDFND | COM | 188.51K | SH | $102.14M 2.15% | 188.51K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCDFND | COM NEW | 254.81K | SH | $101.33M 2.13% | 254.81K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSDFND | COM | 157.29K | SH | $98.08M 2.06% | 157.29K | 0.00 | 0.00 |
CRINETICS PHARMACEUTICALS INDFND | COM | 2.62M | SH | $98.04M 2.06% | 2.62M | 0.00 | 0.00 |
BRIDGEBIO PHARMA INCDFND | COM | 1.19M | SH | $88.59M 1.86% | 1.19M | 0.00 | 0.00 |
IMMUNOCORE HLDGS PLCDFND | ADS | 2.79M | SH | $88.53M 1.86% | 2.79M | 0.00 | 0.00 |
ABBOTT LABORATORIESDFND | COM | 947.12K | SH | $85.94M 1.81% | 947.12K | 0.00 | 0.00 |
STRYKER CORPORATIONDFND | COM | 268.46K | SH | $84.52M 1.78% | 268.46K | 0.00 | 0.00 |
MEDTRONIC PLCDFND | SHS | 994.23K | SH | $77.78M 1.64% | 994.23K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCDFND | COM | 972.26K | SH | $77.09M 1.62% | 972.26K | 0.00 | 0.00 |
ENLIVEN THERAPEUTICS INCDFND | COM | 1.49M | SH | $75.62M 1.59% | 1.49M | 0.00 | 0.00 |
VERA THERAPEUTICS INCDFND | CL A | 1.71M | SH | $73.41M 1.54% | 1.71M | 0.00 | 0.00 |
JADE BIOSCIENCES INCDFND | COM NEW | 3.06M | SH | $67.95M 1.43% | 3.06M | 0.00 | 0.00 |
Page 1 of 6
…