Bellevue Group AG — 13F holdings

Bellevue Group AG reported 164 holdings worth $4.75B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMGN AMGEN INC — $308M (6.5%)
2. VRTX VERTEX PHARMACEUTICALS INC — $287M (6.0%)
3. ARGX ARGENX SE — $279M (5.9%)
4. GILD GILEAD SCIENCES INC — $273M (5.7%)
5. RVMD REVOLUTION Medicines Inc — $196M (4.1%)
6. ORKA ORUKA THERAPEUTICS INC — $158M (3.3%)
7. INSM INSMED INC — $149M (3.1%)
8. SRRK SCHOLAR ROCK HLDG CORP — $135M (2.8%)
9. NUVL NUVALENT INC — $130M (2.7%)
10. VRDN VIRIDIAN THERAPEUTICS INC — $124M (2.6%)