Bellevue Group AG
Q4 2022 13F-HR Holdings
Net value change ($000)
+566,948
(8.1%)
New positions
8
Sold out positions
13
Turnover %
0.9%
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 Q3 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)
| MRNA | 99,771 | 54.1% |
| ISRG | 85,625 | 50.9% |
| INCY | 54,626 | 29.9% |
| Myovant Sciences Ltd. | 53,160 | 50.1% |
| DXCM | 42,634 | 61.5% |
| OM | 34,914 | 90.7% |
| MGNX | 34,909 | 137.7% |
| BSX | 33,257 | 22.6% |
| ABT | 33,040 | 21.8% |
| INSP | 29,929 | 42.0% |
Top Reduces (Value $000, Stocks/ETFs)
| IONS | -50,539 | -12.1% |
| ABIOMED INC | -40,867 | -100.0% |
| Axonics, Inc. | -35,278 | -22.8% |
| FATE | -34,900 | -41.6% |
| RLAY | -31,242 | -33.2% |
| UNH | -30,957 | -20.7% |
| Shockwave Medical, Inc. | -25,872 | -33.7% |
| ARVN | -23,901 | -24.5% |
| CRSP | -23,603 | -38.9% |
| VRTX | -18,812 | -5.6% |
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.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|