13FBOX
Bellevue Group AG · 13F Holdings
Options Calculator Rankings

Bellevue Group AG

No.993 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.75B
QoQ Change Q1 2026
+$550.7M+13.1%
Holdings
148
New Buys
17
Adds
41
Reduces
66
Exits
24
Unchanged
24
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AMGEN INC COMAMGN
6.49%2.47%$308.4M851,550$103.9M295,358+556,192+188.31%Add
VERTEX PHARMACEUTICALS INCVRTX
6.05%7.25%$287.4M578,634$304.5M681,908-103,274-15.14%Reduce
ARGENX SE SPONSORED ADRARGX
5.88%5.44%$279.3M301,000$228.6M313,000-12,000-3.83%Reduce
GGILEAD SCIENCES INC COMGILD
5.74%3.88%$272.7M2.2M$163.0M1.2M+988,893+84.53%Add
RREVOLUTION MEDICINES INC COMRVMD
4.13%3.57%$196.3M1.0M$150.2M1.5M-496,442-32.14%Reduce
OORUKA THERAPEUTICS INC COMORKA
3.32%0.59%$157.7M1.7M$24.9M507,008+1.2M+226.86%Add
INSMED INCINSM
3.13%0.04%$148.6M1.4M$1.6M10,034+1.4M+13,786.96%Add
SCHOLAR ROCK HLDG CORPSRRK
2.83%4.19%$134.7M2.4M$176.2M3.6M-1.1M-31.66%Reduce
NNUVALENT INCNUVL
2.74%2.57%$130.1M1.1M$107.9M1.1M00.00%Unchanged
VVIRIDIAN THERAPEUTICS INCVRDN
2.6%3.13%$123.7M6.7M$131.6M6.7M+5,765+0.09%Add
RELAY THERAPEUTICS INCRLAY
2.44%1.85%$115.7M6.2M$77.6M7.8M-1.6M-20.64%Reduce
VAXCYTE INCPCVX
2.41%1.65%$114.6M2.0M$69.2M1.2M+781,238+65.61%Add
UNITED THERAPEUTICS CORP DELUTHR
2.15%0.03%$102.1M188,515$1.2M2,077+186,438+8,976.31%Add
INTUITIVE SURGICAL INCISRG
2.13%3.14%$101.3M254,809$132.1M286,654-31,845-11.11%Reduce
REGENERON PHARMACEUTICALSREGN
2.06%5.12%$98.1M157,291$215.3M278,674-121,383-43.56%Reduce
CCRINETICS PHARMACEUTICALS INCRNX
2.06%2.84%$98.0M2.6M$119.1M3.3M-660,000-20.12%Reduce
BRIDGEBIO PHARMA INCBBIO
1.86%0.04%$88.6M1.2M$1.9M25,377+1.2M+4,587.34%Add
IIMMUNOCORE HLDGS PLCIMCR
1.86%2.01%$88.5M2.8M$84.3M2.8M-8,558-0.31%Reduce
ABBOTT LABORATORIESABT
1.81%2.81%$85.9M947,115$118.2M1.2M-204,520-17.76%Reduce
STRYKER CORPORATIONSYK
1.78%1.7%$84.5M268,461$71.4M217,237+51,224+23.58%Add
MEDTRONIC PLCMDT
1.64%1.97%$77.8M994,233$83.0M957,329+36,904+3.85%Add
IONIS PHARMACEUTICALS INCIONS
1.62%3.25%$77.1M972,258$136.6M1.8M-846,407-46.54%Reduce
EENLIVEN THERAPEUTICS INCELVN
1.59%2.17%$75.6M1.5M$91.0M2.3M-830,867-35.80%Reduce
VVERA THERAPEUTICS INCVERA
1.54%1.64%$73.4M1.7M$68.8M1.7M+37+0.00%Add
JADE BIOSCIENCES INCJBIO
1.43%1.17%$67.9M3.1M$49.2M3.5M-443,506-12.67%Reduce
EDWARDS LIFESCIENCES CORPEW
1.41%1.6%$66.9M739,234$67.2M839,451-100,217-11.94%Reduce
UULTRAGENYX PHARMACEUTICAL INRARE
1.39%1.19%$66.2M2.0M$49.9M2.4M-397,225-16.69%Reduce
UNITEDHEALTH GROUP INCUNH
1.3%0.95%$62.0M149,127$40.1M148,203+924+0.62%Add
DEXCOM INCDXCM
1.17%1.18%$55.4M822,489$49.5M788,766+33,723+4.28%Add
CCELLDEX THERAPEUTICS INC NEWCLDX
0.94%0.91%$44.7M1.2M$38.1M1.2M00.00%Unchanged
AAVALYN PHARMACEUTICALS INCAVLN
0.94%$44.4M1.4M$00+1.4MNew Buy
DDAMORA THERAPEUTICS INCDMRA
0.89%1.42%$42.1M1.6M$59.5M2.3M-679,154-29.55%Reduce
DISC MEDICINE INCIRON
0.86%0.7%$41.0M560,000$29.4M459,314+100,686+21.92%Add
TTHERMO FISHER SCIENTIFIC INCTMO
0.84%0.75%$40.0M79,816$31.7M64,412+15,404+23.91%Add
BOSTON SCIENTIFIC CORP COMBSX
0.8%2.19%$37.9M887,650$92.0M1.5M-579,244-39.49%Reduce
ELI LILLY & COLLY
0.75%0.74%$35.8M29,882$31.2M33,932-4,050-11.94%Reduce
CG ONCOLOGY INCCGON
0.74%$35.1M493,596$00+493,596New Buy
IDEXX LABS INC COMIDXX
0.68%1.19%$32.5M61,780$50.1M89,131-27,351-30.69%Reduce
RESMED INCRMD
0.61%0.85%$28.9M148,195$35.8M159,346-11,151-7.00%Reduce
KRYSTAL BIOTECH INCKRYS
0.61%2.96%$28.8M77,530$124.5M481,785-404,255-83.91%Reduce
MMONTE ROSA THERAPEUTICS INCGLUE
0.61%0.49%$28.8M1.2M$20.6M1.3M-60,000-4.80%Reduce
DANAHER CORP DEL COMDHR
0.58%0.91%$27.4M143,844$38.3M202,164-58,320-28.85%Reduce
JOHNSON & JOHNSONJNJ
0.55%0.69%$26.2M103,280$29.1M119,102-15,822-13.28%Reduce
SSEAPORT THERAPEUTICS INCSPTX
0.5%$23.9M1.1M$00+1.1MNew Buy
PALVELLA THERAPEUTICS INC NEPVLA
0.5%$23.7M155,000$00+155,000New Buy
ALIGN TECHNOLOGY INC COM USD0.0001ALGN
0.5%0.57%$23.6M139,680$23.9M139,68000.00%Unchanged
ANNEXON INCANNX
0.49%0.68%$23.4M4.1M$28.6M5.2M-1.1M-20.50%Reduce
HUMANA INC COMHUM
0.49%0.27%$23.2M58,398$11.2M64,498-6,100-9.46%Reduce
ELEVANCE HEALTH INC FORMERLYELV
0.46%0.37%$21.8M56,449$15.4M52,518+3,931+7.49%Add
TTANGO THERAPEUTICS INCTNGX
0.46%1.19%$21.7M694,182$50.2M2.4M-1.7M-71.08%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow