Bellevue Group AG
Top Portfolio Positions
154 positions ·
$4,371,089,810 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VRTX |
Vertex Pharmaceuticals Inc / Ma
Healthcare
|
681,908 | $304,499,197 | 6.97% | |
| VRDN |
Viridian Therapeutics, Inc.DE
Healthcare
|
13,452,288 | $263,126,752 | 6.02% | |
| ARGX |
Argenx SE
Healthcare
|
313,000 | $228,568,250 | 5.23% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
278,674 | $215,314,678 | 4.93% | |
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
3,584,573 | $176,217,608 | 4.03% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
1,169,879 | $163,046,036 | 3.73% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
1,544,456 | $150,198,346 | 3.44% | |
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
1,818,665 | $136,563,554 | 3.12% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
286,654 | $132,144,627 | 3.02% | |
| KRYS |
Krystal Biotech, Inc.
Healthcare
|
481,785 | $124,454,701 | 2.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KMTS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,303,708 | 115,590 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,069,822 | 115,755 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,058,173 | 128,711 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,217,757 | 133,761 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,333,324 | 133,761 | Shares | Defined | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||