Bellevue Group AG holds a diversified book of 155 stocks worth $4.2B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Enliven Therapeutics Inc and trimmed Argenx SE - ADR. Their largest long position is Vertex Pharmaceuticals Inc at 7% of the equity book.
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Use Arkolith to show Bellevue Group AG's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vertex Pharmaceuticals Inc COM | $304.5M | 681.9K | 7.2% | ▲+0.1% Added · +788 sh | |
| 2 | Argenx SE SPONSORED ADR | $228.6M | 313.0K | 5.4% | ▼−32% Reduced · −149K sh | |
| 3 | Regeneron Pharmaceuticals COM | $215.3M | 278.7K | 5.1% | ▲20× Added · +265K sh | |
| 4 | Scholar Rock Hldg Corp COM | $176.2M | 3.58M | 4.2% | ▼−12% Reduced · −472K sh | |
| 5 | Gilead Sciences Inc COM | $163.0M | 1.17M | 3.9% | ▲22× Added · +1.1M sh | |
| 6 | Revolution Medicines Inc COM | $150.2M | 1.54M | 3.6% | ▼−69% Reduced · −3.5M sh | |
| 7 | Ionis Pharmaceuticals Inc COM | $136.6M | 1.82M | 3.2% | ▼−62% Reduced · −3.0M sh | |
| 8 | Intuitive Surgical Inc COM NEW | $132.1M | 286.7K | 3.1% | ▼−11% Reduced · −35K sh | |
| 9 | Viridian Therapeutics Inc COM | $131.6M | 6.73M | 3.1% | ▲+54% Added · +2.4M sh | |
| 10 | Krystal Biotech Inc COM | $124.5M | 481.8K | 3.0% | ▲+17% Added · +71K sh | |
| 11 | Crinetics Pharmaceuticals In COM | $119.1M | 3.28M | 2.8% | ▲812× Added · +3.3M sh | |
| 12 | Abbott Laboratories COM | $118.2M | 1.15M | 2.8% | ▼−13% Reduced · −165K sh | |
| 13 | Nuvalent Inc COM | $107.9M | 1.05M | 2.6% | ▲+1.5% Added · +16K sh | |
| 14 | Amgen Inc COM | $103.9M | 295.4K | 2.5% | ▲16× Added · +277K sh | |
| 15 | Boston Scientific Corp COM | $92.0M | 1.47M | 2.2% | ▼−5.9% Reduced · −93K sh | |
| 16 | Enliven Therapeutics Inc COM | $91.0M | 2.32M | 2.2% | ▲New New position | |
| 17 | Immunocore Hldgs PLC ADS | $84.3M | 2.80M | 2.0% | —Held | |
| 18 | Medtronic PLC SHS | $83.0M | 957.3K | 2.0% | ▲+25% Added · +191K sh | |
| 19 | Alnylam Pharmaceuticals Inc COM | $77.6M | 234.5K | 1.8% | ▼−47% Reduced · −211K sh | |
| 20 | Relay Therapeutics Inc COM | $77.6M | 7.80M | 1.8% | ▼−6.6% Reduced · −550K sh | |
| 21 | Stryker Corporation COM | $71.4M | 217.2K | 1.7% | ▼−40% Reduced · −143K sh | |
| 22 | Vaxcyte Inc COM | $69.2M | 1.19M | 1.6% | ▲New New position | |
| 23 | Vera Therapeutics Inc CL A | $68.8M | 1.71M | 1.6% | ▲+0.7% Added · +13K sh | |
| 24 | Edwards Lifesciences Corp COM | $67.2M | 839.5K | 1.6% | ▼−20% Reduced · −204K sh | |
| 25 | Damora Therapeutics Inc COM NEW | $59.5M | 2.30M | 1.4% | ▲New New position | |
| 26 | Tango Therapeutics Inc COM | $50.2M | 2.40M | 1.2% | ▼−39% Reduced · −1.5M sh | |
| 27 | Idexx Labs Inc COM | $50.1M | 89.1K | 1.2% | ▼−5.7% Reduced · −5K sh | |
| 28 | Ultragenyx Pharmaceutical In COM | $49.9M | 2.38M | 1.2% | ▲922× Added · +2.4M sh | |
| 29 | Dexcom Inc COM | $49.5M | 788.8K | 1.2% | ▼−6.9% Reduced · −59K sh | |
| 30 | Jade Biosciences Inc COM NEW | $49.2M | 3.50M | 1.2% | ▲+4.8% Added · +160K sh | |
| 31 | Edgewise Therapeutics Inc COM | $48.1M | 1.53M | 1.1% | —Held | |
| 32 | Unitedhealth Group Inc COM | $40.1M | 148.2K | 1.0% | ▼−15% Reduced · −27K sh | |
| 33 | Danaher Corp Del COM | $38.3M | 202.2K | 0.9% | ▲+3.9% Added · +8K sh | |
| 34 | Celldex Therapeutics Inc New COM NEW | $38.1M | 1.20M | 0.9% | ▼−67% Reduced · −2.4M sh | |
| 35 | Resmed Inc COM | $35.8M | 159.3K | 0.9% | ▼−1.1% Reduced · −2K sh | |
| 36 | Insulet Corp COM | $34.3M | 163.7K | 0.8% | ▼−12% Reduced · −23K sh | |
| 37 | Thermo Fisher Scientific Inc COM | $31.7M | 64.4K | 0.8% | ▼−1.0% Reduced · −665 sh | |
| 38 | Eli Lilly & Co COM | $31.2M | 33.9K | 0.7% | ▼−0.2% Reduced · −71 sh | |
| 39 | Ge Healthcare Technologies I COMMON STOCK | $29.7M | 416.9K | 0.7% | ▼−1.8% Reduced · −8K sh | |
| 40 | Disc Medicine Inc COM | $29.4M | 459.3K | 0.7% | ▲New New position | |
| 41 | Johnson & Johnson COM | $29.1M | 119.1K | 0.7% | ▼−6.1% Reduced · −8K sh | |
| 42 | Annexon Inc COM | $28.6M | 5.16M | 0.7% | —Held | |
| 43 | The Cigna Group COM | $26.2M | 98.3K | 0.6% | ▼−11% Reduced · −12K sh | |
| 44 | Oruka Therapeutics Inc COM | $24.9M | 507.0K | 0.6% | ▲New New position | |
| 45 | Merck & Co Inc COM | $24.9M | 206.6K | 0.6% | ▲+124% Added · +114K sh | |
| 46 | Align Technology Inc COM | $23.9M | 139.7K | 0.6% | ▼−1.3% Reduced · −2K sh | |
| 47 | Steris PLC SHS USD | $22.1M | 99.9K | 0.5% | ▼−1.8% Reduced · −2K sh | |
| 48 | Globus Med Inc CL A | $21.3M | 247.3K | 0.5% | ▼−5.9% Reduced · −15K sh | |
| 49 | Monte Rosa Therapeutics Inc COM | $20.6M | 1.25M | 0.5% | ▲New New position | |
| 50 | Abbvie Inc COM | $20.3M | 93.6K | 0.5% | ▼−31% Reduced · −41K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 167 | $4.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 213 | $5.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 186 | $4.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 175 | $4.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 177 | $4.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 193 | $5.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 196 | $6.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 204 | $6.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 208 | $6.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 202 | $6.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 196 | $6.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 198 | $7.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 202 | $6.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 215 | $7.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 217 | $7.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 214 | $7.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 220 | $8.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 10, 2022 | 235 | $9.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 265 | $9.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 262 | $10.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 260 | $9.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 266 | $8.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 261 | $7.2B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 13, 2020 | 235 | $7.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.