Bellevue Group AG: 13F holdings
CIK 16745462026Q2
| Positions | 148 |
|---|---|
| Reported value | $4.8bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMGN AMGEN INC | 851,550 | $308.4m | 6.5% |
| VRTX VERTEX PHARMACEUTICALS INC | 578,634 | $287.4m | 6.0% |
| ARGX ARGENX SE | 301,000 | $279.3m | 5.9% |
| GILD GILEAD SCIENCES INC | 2,158,772 | $272.7m | 5.7% |
| RVMD REVOLUTION MEDICINES INC | 1,048,014 | $196.3m | 4.1% |
| ORUKA THERAPEUTICS INC | 1,657,190 | $157.7m | 3.3% |
| INSM INSMED INC | 1,393,418 | $148.6m | 3.1% |
| SRRK SCHOLAR ROCK HLDG CORP | 2,449,547 | $134.7m | 2.8% |
| NUVL NUVALENT INC | 1,053,268 | $130.1m | 2.7% |
| VIRIDIAN THERAPEUTICS INC | 6,731,909 | $123.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1674546")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.