Bellevue Group AG

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Bellevue Group AG reported 176 stock positions worth $5.3 billion. Its top holding was Revolution Medicines (RVMD) at 7.6% of the portfolio, followed by Argenx SE - ADR (ARGX, 7.4%) and Ionis Pharmaceuticals (IONS, 7.2%). Compared with Q3 2025, it opened 37 new positions, sold out of 9, added to 47 and reduced 83. The biggest buy was a new position in Amicus Therapeutics (FOLD) and the biggest sale an exit from Agios Pharmaceuticals (AGIO).

Most Recent 13F
Q2 2026
Location
ZURICH, V8
CIK
0001674546
Portfolio Value
$5.3B (Q4 2025)
SEC Filing
0001104659-26-016360 ↗ filed Feb 17, 2026

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $6.6B Q1 2024 Q2 2024: $6.2B Q2 2024 Q3 2024: $6.2B Q3 2024 Q4 2024: $5.2B Q4 2024 Q1 2025: $4.5B Q1 2025 Q2 2025: $4.5B Q2 2025 Q3 2025: $4.8B Q3 2025 Q4 2025: $5.3B $5.3B Q4 2025 Q1 2026: $4.2B Q1 2026 Q2 2026: $4.8B Q2 2026

Holdings 176 stocks · $5.3B

RVMD Revolution Medicines Inc. 7.56% 5,005,719 $398.7M Reduce -10.2%
ARGX Argenx SE - ADR 7.36% 461,854 $388.4M Reduce -15.5%
IONS Ionis Pharmaceuticals Inc. 7.20% 4,802,199 $379.9M Reduce -23.1%
VRTX Vertex Pharmaceuticals Inc. 5.85% 681,120 $308.8M Add +34.7%
NBIX Neurocrine Biosciences Inc. 4.58% 1,703,304 $241.6M Reduce -3.4%
RNAM Avidity Biosciences Inc. 3.60% 2,630,969 $189.8M Add +22.2%
ISRG Intuitive Surgical Inc. 3.46% 322,028 $182.4M Reduce -7.6%
SRRK Scholar Rock Holding Corp. 3.39% 4,056,592 $178.7M Add +25.0%
ALNY Alnylam Pharmaceuticals Inc. 3.36% 445,903 $177.3M Reduce -0.1%
ABT Abbott Laboratories 3.13% 1,316,915 $165.0M Reduce -10.9%
FOLD Amicus Therapeutics Inc. 2.90% 10,735,195 $152.9M New
BSX Boston Scientific Corp. 2.82% 1,559,606 $148.7M Reduce -6.0%
VRDN Viridian Therapeutics Inc. 2.57% 4,358,527 $135.6M New
SYK Stryker Corp. 2.40% 360,577 $126.7M Reduce -20.1%
NUVL Nuvalent Inc. Class A 1.98% 1,037,468 $104.4M New
KRYS Krystal Biotech Inc. 1.92% 410,323 $101.2M Add +31174.6%
CLDX Celldex Therapeutics Inc. 1.86% 3,617,669 $98.3M Add +1.7%
IMCR Immunocore Holdings PLC-ADR 1.84% 2,796,803 $97.1M No change
EW Edwards Lifesciences Corp. 1.69% 1,043,096 $88.9M Add +16.3%
VERA Vera Therapeutics Inc. 1.63% 1,698,152 $86.0M New
MDT Medtronic PLC 1.40% 766,592 $73.6M Add +0.9%
RLAY Relay Therapeutics Inc. 1.34% 8,345,364 $70.6M Reduce 0.0%
IDXX Idexx Laboratories Inc. 1.21% 94,539 $64.0M Add +23.4%
UNH Unitedhealth Group Inc. 1.10% 175,169 $57.8M Add +3.0%
DXCM Dexcom Inc. 1.07% 847,405 $56.2M Add +7.8%
PODD Insulet Corp. 1.01% 186,699 $53.1M Reduce -11.9%
BDX Becton Dickinson and Co. 0.98% 265,662 $51.6M Reduce -10.5%
JBIO Jade Biosciences Inc. 0.98% 3,341,103 $51.6M New
DHR Danaher Corp. 0.84% 194,633 $44.6M Add +18.8%
PEN Penumbra Inc. 0.80% 135,395 $42.1M Reduce -7.8%
RMD Resmed Inc. 0.74% 161,214 $38.8M Reduce -2.2%
EWTX Edgewise Therapeutics Inc. 0.72% 1,528,518 $37.9M Reduce -44.9%
TMO Thermo Fisher Scientific Inc. 0.71% 65,077 $37.7M Reduce -38.7%
MAZE Maze Therapeutics Inc. 0.70% 887,708 $36.8M New
LLY Eli Lilly & Co. 0.69% 34,003 $36.5M Reduce -16.1%
GEHC GE Healthcare Technology 0.66% 424,514 $34.8M Reduce -8.3%
TNGX Tango Therapeutics Inc. 0.66% 3,927,670 $34.8M New
ABBV Abbvie Inc. 0.58% 134,859 $30.8M Reduce -21.1%
CI The Cigna Group 0.57% 110,013 $30.3M Reduce -10.2%
GKOS Glaukos Corp. 0.56% 261,935 $29.6M Add +368.4%
JNJ Johnson & Johnson 0.50% 126,800 $26.2M Add +69.5%
ANNX Annexon Inc. 0.49% 5,157,290 $25.9M No change
STE Steris PLC 0.49% 101,705 $25.8M Reduce -13.9%
WVE Wave Life Sciences Ltd. 0.48% 1,490,518 $25.3M Reduce -63.6%
ELV Elevance Health Inc. 0.46% 69,645 $24.4M Reduce -33.6%
COO The Cooper Cos Inc. 0.45% 291,959 $23.9M Reduce -0.1%
GMED Globus Medical Inc. Class A 0.43% 262,683 $22.9M Reduce -19.6%
ALGN Align Technology Inc. 0.42% 141,474 $22.1M Reduce -2.2%
ZBH Zimmer Biomet Holdings Inc. 0.41% 238,680 $21.5M Reduce -2.7%
MCK McKesson Corp. 0.39% 25,098 $20.6M Reduce -33.9%
HCA HCA Healthcare Inc. 0.39% 43,906 $20.5M Reduce -33.1%
HUM Humana Inc. 0.35% 73,081 $18.7M Reduce -4.2%
VEEV Veeva Systems Inc. Class A 0.34% 80,529 $18.0M Reduce -17.4%
PRCT Procept Biorobotics Corp. 0.31% 515,430 $16.2M Add +11.2%
NTRA Natera Inc. 0.24% 56,036 $12.8M Reduce -39.0%
MASI Masimo Corp. 0.24% 97,285 $12.7M Add +0.3%
TMDX Transmedics Group Inc. 0.23% 97,885 $11.9M Reduce -16.3%
CNC Centene Corp. 0.21% 273,674 $11.3M Reduce -2.9%
REGN Regeneron Pharmaceuticals 0.20% 13,928 $10.8M Reduce -7.5%
PRVA Privia Health Group Inc. 0.20% 448,163 $10.6M Reduce -32.7%
TEVA Teva Pharmaceutical-SP ADR 0.19% 327,863 $10.2M Reduce -22.7%
GPCR Structure Therapeutics Inc. 0.19% 145,167 $10.1M Reduce -54.0%
MRK Merck & Co. Inc. 0.18% 92,117 $9.7M Add +165.2%
IQV Iqvia Holdings Inc. 0.18% 41,267 $9.3M Reduce -22.0%
INSP Inspire Medical Systems Inc. 0.18% 100,761 $9.3M Add +71.8%
CVS CVS Health Corp. 0.16% 109,058 $8.7M Add +113.0%
CDNA Caredx Inc. 0.15% 431,070 $8.1M Reduce -24.8%
MOH Molina Healthcare Inc. 0.15% 46,626 $8.1M Reduce -48.8%
THC Tenet Healthcare Corp. 0.15% 40,239 $8.0M Reduce -0.3%
WAY Waystar Holding Corp. 0.15% 241,734 $7.9M Add +86.1%
GILD Gilead Sciences Inc. 0.12% 52,752 $6.5M Add +5.7%
AMGN Amgen Inc. 0.11% 18,489 $6.1M Add +23.4%
TXG 10X Genomics Inc. Class A 0.10% 322,060 $5.3M Add +2.6%
ASND Ascendis Pharma A/S 0.10% 24,330 $5.2M Reduce -2.3%
AXSM Axsome Therapeutics Inc. 0.10% 27,600 $5.0M Reduce -47.3%
MDLN Medline Inc. Class A 0.09% 117,720 $4.9M New
ADPT Adaptive Biotechnologies 0.09% 298,090 $4.8M Add +76.9%
ICLR Icon PLC 0.08% 24,560 $4.5M Add +1.3%
BNTX Biontech SE-ADR 0.08% 43,755 $4.2M Add +28.9%
BMRN Biomarin Pharmaceutical Inc. 0.07% 65,008 $3.9M Reduce -35.7%
BMY Bristol-Myers Squibb Co. 0.07% 67,082 $3.6M Add +40.9%
BTSG Brightspring Health Services 0.07% 92,095 $3.4M Reduce -51.7%
NEO Neogenomics Inc. 0.06% 278,286 $3.3M Reduce -24.8%
AVTR Avantor Inc. 0.06% 276,266 $3.2M Add +167.3%
PHR Phreesia Inc. 0.06% 183,213 $3.1M Reduce -41.5%
BEAM Beam Therapeutics Inc. 0.06% 111,510 $3.1M Reduce -96.1%
KMTS Kestra Medical Technologies 0.06% 115,755 $3.1M Reduce -10.1%
ILMN Illumina Inc. 0.06% 22,940 $3.0M Reduce -3.6%
OMDA Omada Health Inc. 0.05% 177,897 $2.8M Reduce -29.4%
AZN Astrazeneca PLC-Spons ADR 0.05% 30,431 $2.8M Reduce -14.6%
INSM Insmed Inc. 0.05% 13,915 $2.4M Reduce -31.3%
VKTX Viking Therapeutics Inc. 0.05% 68,665 $2.4M Reduce -9.8%
ROIV Roivant Sciences Ltd. 0.04% 108,039 $2.3M New
BBNX Beta Bionics Inc. 0.04% 72,285 $2.2M Add +12.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.04% 3,100 $2.1M No change
EHC Encompass Health Corp. 0.04% 19,089 $2.0M Reduce -84.5%
UTHR United Therapeutics Corp. 0.04% 3,895 $1.9M Add +47.5%
BBIO Bridgebio Pharma Inc. 0.03% 24,111 $1.8M Add +18.4%
BKD Brookdale Senior Living Inc. 0.03% 167,444 $1.8M Add +60.0%
SIBN Si-Bone Inc. 0.03% 90,331 $1.8M Reduce -69.8%
MDGL Madrigal Pharmaceuticals Inc. 0.03% 2,884 $1.7M Add +20.5%
EXAS Exact Sciences Corp. 0.03% 16,062 $1.6M Reduce -93.6%
CAH Cardinal Health Inc. 0.03% 7,669 $1.6M Reduce -52.9%
PTGX Protagonist Therapeutics Inc. 0.03% 16,543 $1.4M Reduce -19.6%
LH Labcorp Holdings Inc. 0.03% 5,669 $1.4M Reduce -62.4%
PFE Pfizer Inc. 0.03% 56,847 $1.4M Add +380.6%
LEGN Legend Biotech Corp.-ADR 0.03% 63,971 $1.4M Reduce -24.7%
GDX Vaneck Gold Miners ETF 0.03% 15,500 $1.3M Reduce -16.2%
NAMS Newamsterdam Pharma Co. NV 0.02% 36,336 $1.3M Add +148.7%
DGX Quest Diagnostics Inc. 0.02% 7,280 $1.3M Reduce -78.0%
CMPS Compass Pathways PLC 0.02% 142,243 $981K New
AAPL Apple Inc. 0.02% 3,320 $903K Add +106.3%
CERT Certara Inc. 0.02% 99,442 $876K Add +67.3%
BLLN Billiontoone Inc. Class A 0.02% 10,589 $867K New
AMZN Amazon.com Inc. 0.02% 3,541 $817K Add +95.4%
RYTM Rhythm Pharmaceuticals Inc. 0.02% 7,504 $803K Reduce -17.1%
ARWR Arrowhead Pharmaceuticals Inc. 0.01% 11,550 $767K New
NVDA Nvidia Corp. 0.01% 3,933 $734K Add +460.3%
MLYS Mineralys Therapeutics Inc. 0.01% 19,826 $719K Reduce -25.5%
BABA Alibaba Group Holding-SP ADR 0.01% 4,700 $689K New
GOOGL Alphabet Inc. Class A 0.01% 2,066 $647K Add +90.9%
ANET Arista Networks Inc. 0.01% 4,800 $629K New
MA Mastercard Inc. Class A 0.01% 1,100 $628K New
BIIB Biogen Inc. 0.01% 3,565 $627K Reduce -15.4%
MSFT Microsoft Corp. 0.01% 1,282 $620K Add +531.5%
CSCO Cisco Systems Inc. 0.01% 8,000 $616K New
CYTK Cytokinetics Inc. 0.01% 9,225 $586K Add +339.3%
ONC Beone Medicines Ltd.-ADR 0.01% 1,890 $574K Reduce -94.4%
IWM iShares Russell 2000 ETF 0.01% 2,300 $566K No change
PG The Procter & Gamble Co. 0.01% 3,900 $559K New
META Meta Platforms Inc. Class A 0.01% 800 $528K Add +100.0%
DOCS Doximity Inc. Class A 0.01% 11,817 $523K Add +21.9%
PTCT PTC Therapeutics Inc. 0.01% 6,763 $514K Add +167.3%
RPRX Royalty Pharma PLC Class A 0.01% 13,201 $510K Add +1.9%
V Visa Inc. Class A 0.01% 1,400 $491K New
BLK BlackRock Inc. 0.01% 450 $482K New
INCY Incyte Corp. 0.01% 4,773 $471K Reduce -99.7%
LULU Lululemon Athletica Inc. 0.01% 2,240 $465K New
PLTR Palantir Technologies Inc. Class A 0.01% 2,500 $444K New
ADBE Adobe Inc. 0.01% 1,200 $420K New
ACN Accenture PLC Class A 0.01% 1,500 $402K New
CORT Corcept Therapeutics Inc. 0.01% 10,495 $365K Add +755.3%
GRMN Garmin Ltd. 0.01% 1,726 $350K Reduce -15.0%
PLNT Planet Fitness Inc. Class A 0.01% 3,173 $344K Reduce -26.2%
EXEL Exelixis Inc. 0.01% 7,361 $323K No change
JD Jd.com Inc.-ADR 0.01% 11,000 $316K New
GH Guardant Health Inc. 0.01% 3,004 $307K Add +53.8%
SNY Sanofi-ADR 0.01% 5,851 $284K Reduce -34.0%
TEM Tempus AI Inc. Class A 0.01% 4,776 $282K Reduce -4.7%
SMMT Summit Therapeutics Inc. 0.00% 14,262 $249K Reduce -24.9%
MRNA Moderna Inc. 0.00% 7,711 $227K Reduce -17.4%
CRNX Crinetics Pharmaceuticals Inc. 0.00% 4,040 $188K New
ALKS Alkermes PLC 0.00% 6,594 $185K No change
COR Cencora Inc. 0.00% 521 $176K Reduce -89.3%
CAI Caris Life Sciences Inc. 0.00% 6,418 $173K Reduce -33.2%
IDYA Ideaya Biosciences Inc. 0.00% 4,942 $171K New
TVTX Travere Therapeutics Inc. 0.00% 3,827 $146K New
CGON CG Oncology Inc. 0.00% 3,095 $129K New
DNLI Denali Therapeutics Inc. 0.00% 7,138 $118K New
QURE Uniqure NV 0.00% 4,763 $114K No change
APLS Apellis Pharmaceuticals Inc. 0.00% 4,210 $106K New
AMRX Amneal Pharmaceuticals Inc. 0.00% 7,913 $100K No change
CRSP Crispr Therapeutics AG 0.00% 1,880 $99K New
OLMA Olema Pharmaceuticals Inc. 0.00% 3,902 $98K New
TRVI Trevi Therapeutics Inc. 0.00% 7,603 $95K New
GMAB Genmab A/S -SP ADR 0.00% 3,009 $93K No change
ZTS Zoetis Inc. 0.00% 729 $92K Reduce -16.4%
TYRA Tyra Biosciences Inc. 0.00% 3,143 $83K New
ORIC Oric Pharmaceuticals Inc. 0.00% 9,706 $79K New
RARE Ultragenyx Pharmaceutical Inc. 0.00% 2,580 $59K New
MTD Mettler-Toledo International 0.00% 38 $53K Reduce -9.5%
A Agilent Technologies Inc. 0.00% 350 $48K Reduce -56.6%
ORCL Oracle Corp. 0.00% 203 $40K Reduce -51.3%
QCOM Qualcomm Inc. 0.00% 209 $36K Reduce -53.2%
NTLA Intellia Therapeutics Inc. 0.00% 2,978 $27K New
RXRX Recursion Pharmaceuticals-A 0.00% 4,921 $20K Reduce -10.8%

Portfolio Sells Q3 2025 → Q4 2025

AGIO Agios Pharmaceuticals Inc. Sold out 0.00% −3.10
INCY Incyte Corp. Reduce -99.7% 0.01% −2.53
AKRO Akero Therapeutics Inc. Sold out 0.00% −2.36
BEAM Beam Therapeutics Inc. Reduce -96.1% 0.06% −1.40
IONS Ionis Pharmaceuticals Inc. Reduce -23.1% 7.20% −1.29
SYK Stryker Corp. Reduce -20.1% 2.40% −1.06
ARGX Argenx SE - ADR Reduce -15.5% 7.36% −1.01
ABT Abbott Laboratories Reduce -10.9% 3.13% −0.99
BHVN Biohaven Ltd. Sold out 0.00% −0.87
ALNY Alnylam Pharmaceuticals Inc. Reduce -0.1% 3.36% −0.87
NBIX Neurocrine Biosciences Inc. Reduce -3.4% 4.58% −0.56
BSX Boston Scientific Corp. Reduce -6.0% 2.82% −0.55
TMO Thermo Fisher Scientific Inc. Reduce -38.7% 0.71% −0.36
PODD Insulet Corp. Reduce -11.9% 1.01% −0.35
HOLX Hologic Inc. Sold out 0.00% −0.35
MGNX Macrogenics Inc. Sold out 0.00% −0.35
EHC Encompass Health Corp. Reduce -84.5% 0.04% −0.29
VEEV Veeva Systems Inc. Class A Reduce -17.4% 0.34% −0.26
EXAS Exact Sciences Corp. Reduce -93.6% 0.03% −0.26
ELV Elevance Health Inc. Reduce -33.6% 0.46% −0.24
ABBV Abbvie Inc. Reduce -21.1% 0.58% −0.24
ONC Beone Medicines Ltd.-ADR Reduce -94.4% 0.01% −0.23
MCK McKesson Corp. Reduce -33.9% 0.39% −0.22
EWTX Edgewise Therapeutics Inc. Reduce -44.9% 0.72% −0.22
MOH Molina Healthcare Inc. Reduce -48.8% 0.15% −0.21
RMD Resmed Inc. Reduce -2.2% 0.74% −0.20
HCA HCA Healthcare Inc. Reduce -33.1% 0.39% −0.19
BDX Becton Dickinson and Co. Reduce -10.5% 0.98% −0.18
CI The Cigna Group Reduce -10.2% 0.57% −0.16
PRVA Privia Health Group Inc. Reduce -32.7% 0.20% −0.14
WVE Wave Life Sciences Ltd. Reduce -63.6% 0.48% −0.14
STE Steris PLC Reduce -13.9% 0.49% −0.12
DGX Quest Diagnostics Inc. Reduce -78.0% 0.02% −0.11
ZBH Zimmer Biomet Holdings Inc. Reduce -2.7% 0.41% −0.10
PHR Phreesia Inc. Reduce -41.5% 0.06% −0.09
NTRA Natera Inc. Reduce -39.0% 0.24% −0.06
LH Labcorp Holdings Inc. Reduce -62.4% 0.03% −0.06
GEHC GE Healthcare Technology Reduce -8.3% 0.66% −0.06
OMDA Omada Health Inc. Reduce -29.4% 0.05% −0.06
HUM Humana Inc. Reduce -4.2% 0.35% −0.06
SIBN Si-Bone Inc. Reduce -69.8% 0.03% −0.06
BTSG Brightspring Health Services Reduce -51.7% 0.07% −0.05
TMDX Transmedics Group Inc. Reduce -16.3% 0.23% −0.05
BMRN Biomarin Pharmaceutical Inc. Reduce -35.7% 0.07% −0.04
AXSM Axsome Therapeutics Inc. Reduce -47.3% 0.10% −0.04
IQV Iqvia Holdings Inc. Reduce -22.0% 0.18% −0.03
BAX Baxter International Inc. Sold out 0.00% −0.03
LEGN Legend Biotech Corp.-ADR Reduce -24.7% 0.03% −0.03
COR Cencora Inc. Reduce -89.3% 0.00% −0.03
CAH Cardinal Health Inc. Reduce -52.9% 0.03% −0.02

Portfolio Buys Q3 2025 → Q4 2025

FOLD Amicus Therapeutics Inc. New 2.90% +2.90
VRDN Viridian Therapeutics Inc. New 2.57% +2.57
NUVL Nuvalent Inc. Class A New 1.98% +1.98
KRYS Krystal Biotech Inc. Add +31174.6% 1.92% +1.91
VRTX Vertex Pharmaceuticals Inc. Add +34.7% 5.85% +1.74
RNAM Avidity Biosciences Inc. Add +22.2% 3.60% +1.65
VERA Vera Therapeutics Inc. New 1.63% +1.63
JBIO Jade Biosciences Inc. New 0.98% +0.98
SRRK Scholar Rock Holding Corp. Add +25.0% 3.39% +0.88
MAZE Maze Therapeutics Inc. New 0.70% +0.70
TNGX Tango Therapeutics Inc. New 0.66% +0.66
GKOS Glaukos Corp. Add +368.4% 0.56% +0.47
EW Edwards Lifesciences Corp. Add +16.3% 1.69% +0.24
JNJ Johnson & Johnson Add +69.5% 0.50% +0.21
IDXX Idexx Laboratories Inc. Add +23.4% 1.21% +0.20
DHR Danaher Corp. Add +18.8% 0.84% +0.17
MRK Merck & Co. Inc. Add +165.2% 0.18% +0.12
MDLN Medline Inc. Class A New 0.09% +0.09
INSP Inspire Medical Systems Inc. Add +71.8% 0.18% +0.09
CVS CVS Health Corp. Add +113.0% 0.16% +0.08
WAY Waystar Holding Corp. Add +86.1% 0.15% +0.05
ROIV Roivant Sciences Ltd. New 0.04% +0.04
ADPT Adaptive Biotechnologies Add +76.9% 0.09% +0.04
AVTR Avantor Inc. Add +167.3% 0.06% +0.03
AMGN Amgen Inc. Add +23.4% 0.11% +0.03
BMY Bristol-Myers Squibb Co. Add +40.9% 0.07% +0.02
TXG 10X Genomics Inc. Class A Add +2.6% 0.10% +0.02
PFE Pfizer Inc. Add +380.6% 0.03% +0.02
CMPS Compass Pathways PLC New 0.02% +0.02
BLLN Billiontoone Inc. Class A New 0.02% +0.02
BKD Brookdale Senior Living Inc. Add +60.0% 0.03% +0.02
NAMS Newamsterdam Pharma Co. NV Add +148.7% 0.02% +0.02
BBNX Beta Bionics Inc. Add +12.4% 0.04% +0.02
ARWR Arrowhead Pharmaceuticals Inc. New 0.01% +0.01
BABA Alibaba Group Holding-SP ADR New 0.01% +0.01
BBIO Bridgebio Pharma Inc. Add +18.4% 0.03% +0.01
UTHR United Therapeutics Corp. Add +47.5% 0.04% +0.01
ANET Arista Networks Inc. New 0.01% +0.01
MA Mastercard Inc. Class A New 0.01% +0.01
CSCO Cisco Systems Inc. New 0.01% +0.01
NVDA Nvidia Corp. Add +460.3% 0.01% +0.01
PG The Procter & Gamble Co. New 0.01% +0.01
MSFT Microsoft Corp. Add +531.5% 0.01% +0.01
BNTX Biontech SE-ADR Add +28.9% 0.08% +0.01
V Visa Inc. Class A New 0.01% +0.01
BLK BlackRock Inc. New 0.01% +0.01
MDGL Madrigal Pharmaceuticals Inc. Add +20.5% 0.03% +0.01
LULU Lululemon Athletica Inc. New 0.01% +0.01
CYTK Cytokinetics Inc. Add +339.3% 0.01% +0.01
AAPL Apple Inc. Add +106.3% 0.02% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 148$4.8BAMGN, VRTX, ARGX, GILD, RVMD
Q1 2026 155$4.2BVRTX, ARGX, REGN, SRRK, GILD
Q4 2025 176$5.3BRVMD, ARGX, IONS, VRTX, NBIX
Q3 2025 148$4.8BIONS, ARGX, RVMD, NBIX, ALNY
Q2 2025 142$4.5BARGX, IONS, NBIX, ALNY, ABT
Q1 2025 148$4.5BARGX, IONS, SYK, ISRG, ALNY
Q4 2024 160$5.2BARGX, IONS, NBIX, ISRG, ITCI
Q3 2024 162$6.2BARGX, IONS, VRTX, ISRG, ALNY
Q2 2024 166$6.2BIONS, ARGX, VRTX, NBIX, ISRG
Q1 2024 169$6.6BIONS, ARGX, NBIX, VRTX, ISRG