Bellevue Group AG

Q3 2022 13F-HR Holdings

Location
Kuesnacht, V8
Holdings as of
9/30/2022
Date filed
11/14/2022
Form type
13F-HR
Num holdings
176
Total value ($000)
$6,967,677
Net value change ($000)
-106,488 (-1.5%)
New positions
15
Sold out positions
11
Turnover %
1.8%
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 Q2 2022
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)
IONS 56,639 15.6%
ALNY 37,169 24.1%
Myovant Sciences Ltd. 32,610 44.3%
RLAY 26,521 39.3%
RVMD 26,353 40.0%
NBIX 25,982 9.4%
CLDX 25,660 102.9%
AGIO 24,711 27.4%
Axonics, Inc. 23,363 17.8%
Sage Therapeutics, Inc. 20,298 21.1%
Top Reduces (Value $000, Stocks/ETFs)
Radius Health, Inc. -91,220 -100.0%
MRNA -40,877 -18.1%
Intra-Cellular Therapies, Inc. -36,271 -19.0%
JAZZ -33,393 -23.3%
INCY -27,815 -13.2%
ABT -19,095 -11.2%
ARGX -17,783 -5.1%
TFX -17,256 -73.1%
ALGN -16,486 -51.5%
ISRG -14,178 -7.8%
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