Bellevue Group AG

Q1 2020 13F-HR Holdings

Location
Kuesnacht, V8
Holdings as of
3/31/2020
Date filed
5/14/2020
Form type
13F-HR
Num holdings
215
Total value ($000)
$5,156,592
Net value change ($000)
-1,150,809 (-18.2%)
New positions
16
Sold out positions
17
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2019
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BDTX 33,184 NEW
FATE 33,099 2043.1%
MRNA 21,778 22.6%
GW PHARMACEUTICALS PLC 20,806 1776.8%
Molecular Templates, Inc. 20,562 113.5%
AMGN 16,947 174.2%
GILD 10,251 1857.1%
DXCM 10,119 58.9%
KZR 9,124 146.7%
HOLX 6,262 45.8%
Top Reduces (Value $000, Stocks/ETFs)
IONS -113,177 -22.2%
ESPR -110,982 -41.1%
NBIX -74,585 -20.9%
BMY -66,915 -49.9%
INCY -63,688 -20.7%
Sage Therapeutics, Inc. -53,758 -56.9%
Radius Health, Inc. -49,175 -35.1%
AGIO -48,852 -26.1%
INTERCEPT PHARMACEUTICALS, INC. -43,986 -49.6%
ALGN -42,444 -54.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type