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Bellevue Group AG

Portfolio Manager
Bellevue Group AG
Performance
-5.45% (2026 Q1)
AUM (13F)
$4.20B
# of Holdings
155
Performance Rank
Allocation (Top 20)
64.66%

Bellevue Group AG Holdings Map

Top 50 Bellevue Group AG Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VRTX
VERTEX PHARMACEUTICALS INC
7.25%681.9K$304.5M
+0.12%(+788)
2025-Q1: 413.1K shares2025-Q2: 441.6K shares2025-Q3: 505.8K shares2025-Q4: 681.1K shares2026-Q1: 681.9K shares
$293.05(+80.19%)
2026-03-31
ARGX
ARGENX SE
5.44%313.0K$228.6M
-32.23%(-148.85K)
2025-Q1: 578.9K shares2025-Q2: 571.0K shares2025-Q3: 546.3K shares2025-Q4: 461.9K shares2026-Q1: 313.0K shares
$150.94(+522.55%)
2026-03-31
REGN
REGENERON PHARMACEUTICALS
5.12%278.7K$215.3M
+1900.82%(+264.75K)
2025-Q1: 28.5K shares2025-Q2: 26.7K shares2025-Q3: 15.1K shares2025-Q4: 13.9K shares2026-Q1: 278.7K shares
$778.37(-15.94%)
2026-03-31
SRRK
SCHOLAR ROCK HLDG CORP
4.19%3.58M$176.2M
-11.64%(-472.02K)
2025-Q1: 2.51M shares2025-Q2: 2.95M shares2025-Q3: 3.24M shares2025-Q4: 4.06M shares2026-Q1: 3.58M shares
$25.28(+117.08%)
2026-03-31
GILD
GILEAD SCIENCES INC
3.88%1.17M$163.0M
+2117.70%(+1.12M)
2025-Q1: 55.0K shares2025-Q2: 51.4K shares2025-Q3: 49.9K shares2025-Q4: 52.8K shares2026-Q1: 1.17M shares
$128.59(+2.08%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
3.57%1.54M$150.2M
-69.15%(-3.46M)
2025-Q1: 4.37M shares2025-Q2: 4.58M shares2025-Q3: 5.57M shares2025-Q4: 5.01M shares2026-Q1: 1.54M shares
$32.67(+479.30%)
2026-03-31
IONS
IONIS PHARMACEUTICALS INC
3.25%1.82M$136.6M
-62.13%(-2.98M)
2025-Q1: 7.85M shares2025-Q2: 7.85M shares2025-Q3: 6.24M shares2025-Q4: 4.80M shares2026-Q1: 1.82M shares
$62.93(+29.98%)
2026-03-31
ISRG
INTUITIVE SURGICAL INC
3.14%286.7K$132.1M
-10.98%(-35.37K)
2025-Q1: 425.7K shares2025-Q2: 378.7K shares2025-Q3: 348.6K shares2025-Q4: 322.0K shares2026-Q1: 286.7K shares
$209.97(+102.89%)
2026-03-31
VRDN
VIRIDIAN THERAPEUTICS INC
3.13%6.73M$131.6M
+54.32%(+2.37M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.36M shares2026-Q1: 6.73M shares
$25.99(-25.37%)
2026-03-31
KRYS
KRYSTAL BIOTECH INC
2.96%481.8K$124.5M
+17.42%(+71.46K)
2025-Q1: 2.6K shares2025-Q2: 1.3K shares2025-Q3: 1.3K shares2025-Q4: 410.3K shares2026-Q1: 481.8K shares
$217.26(+72.64%)
2026-03-31

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