Bellevue Group AG

Q2 2020 13F-HR Holdings

Location
Kuesnacht, V8
Holdings as of
6/30/2020
Date filed
8/13/2020
Form type
13F-HR
Num holdings
208
Total value ($000)
$7,065,908
Net value change ($000)
+1,909,316 (37.0%)
New positions
17
Sold out positions
23
Turnover %
2.3%
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 Q1 2020
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)
ESPR 113,260 71.3%
NBIX 109,623 38.9%
MGNX 104,045 292.1%
INCY 98,915 40.6%
MRNA 96,471 81.5%
IONS 90,224 22.8%
ARGX 86,502 67.4%
AGIO 76,616 55.3%
Myovant Sciences Ltd. 59,467 163.6%
MyoKardia, Inc. 55,254 89.9%
Top Reduces (Value $000, Stocks/ETFs)
AKCEA THERAPEUTICS, INC. -25,788 -56.3%
ISRG -20,104 -18.4%
ILMN -18,777 -34.5%
VRTX -17,674 -5.8%
QUIDEL CORP /DE/ -11,146 -100.0%
INTERCEPT PHARMACEUTICALS, INC. -10,863 -24.3%
SUPN -9,945 -100.0%
ALGN -8,191 -23.2%
JAZZ -4,913 -13.3%
QGEN -3,852 -100.0%
Instrument mix + QoQ Δ (ex-options)
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