Bellevue Group AG
CIK 1674546
13F filing for Q2 2026・No. 946
- Holdings
- US$4.75B
- Quarter change
- +US$550.65M
- Entries
- 164
- Net bought (estimate)
- +US$45.58M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 24
- Cut 66
- Added 41
- Corporate actions 0
- Unchanged 24
Largest holdings
148 stocks worth US$4.75B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMGNAMGEN INCCOM | Added | 851,550 | US$308.36M | 6.49% |
| VRTXVERTEX PHARMACEUTICALS INCCOM | Cut | 578,634 | US$287.42M | 6.05% |
| ARGXARGENX SESPONSORED ADR | Cut | 301,000 | US$279.26M | 5.88% |
| GILDGILEAD SCIENCES INCCOM | Added | 2,158,772 | US$272.74M | 5.74% |
| RVMDREVOLUTION MEDICINES INCCOM | Cut | 1,048,014 | US$196.27M | 4.13% |
| ORUKA THERAPEUTICS INCCOM | Added | 1,657,190 | US$157.71M | 3.32% |
| INSMINSMED INCCOM PAR $.01 | Added | 1,393,418 | US$148.57M | 3.13% |
| SCHOLAR ROCK HLDG CORPCOM | Cut | 2,449,547 | US$134.73M | 2.83% |
| NUVLNUVALENT INCCOM | Unchanged | 1,053,268 | US$130.08M | 2.74% |
| VIRIDIAN THERAPEUTICS INCCOM | Added | 6,731,909 | US$123.67M | 2.60% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.