Position in NAMS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,948,226
+$2,062,798 QoQ
Shares Held
86,994
+214.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#85
of 197 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NAMS Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Bellevue Group AG holds $2,744,593,561 across 63 Biotechnology names. NAMS ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
578,634 | $287,424,866 | |
| 2 | ARGX |
Argenx SE
|
301,000 | $279,258,770 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
1,048,014 | $196,272,061 | |
| 4 | ORKA |
Oruka Therapeutics, Inc.
|
1,657,190 | $157,714,772 | |
| 5 | INSM |
INSMED Inc
|
1,393,418 | $148,566,226 | |
| 6 | SRRK |
Scholar Rock Holding Corp
|
2,449,547 | $134,725,085 | |
| 7 | VRDN |
Viridian Therapeutics, Inc.\DE
|
6,731,909 | $123,665,167 | |
| 8 | RLAY |
Relay Therapeutics, Inc.
|
6,185,970 | $115,739,498 |
All Filings in NAMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,948,226 | 86,994 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $885,428 | 27,661 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,274,666 | 36,336 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $415,536 | 14,611 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $372,251 | 20,555 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $446,246 | 21,800 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $642,500 | 25,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $127,820 | 7,700 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||