Bellevue Group AG
Q2 2024 13F-HR Holdings
Net value change ($000)
-402,537
(-6.1%)
New positions
10
Sold out positions
13
Turnover %
1.5%
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 2024
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)
| ALNY | 86,282 | 62.9% |
| AGIO | 50,151 | 42.8% |
| PODD | 37,506 | 74.5% |
| IONS | 33,908 | 9.4% |
| RVMD | 31,657 | 19.4% |
| UNH | 31,171 | 42.4% |
| REGN | 27,133 | 398.3% |
| EWTX | 25,735 | NEW |
| SYK | 24,949 | 15.5% |
| RMD | 23,821 | 395.8% |
Top Reduces (Value $000, Stocks/ETFs)
| MGNX | -104,442 | -71.2% |
| Accolade, Inc. | -47,335 | -94.0% |
| HUM | -36,368 | -77.4% |
| Sage Therapeutics, Inc. | -35,197 | -42.1% |
| ARVN | -35,049 | -35.5% |
| Shockwave Medical, Inc. | -34,447 | -100.0% |
| ISRG | -32,078 | -11.8% |
| MRK | -31,768 | -77.5% |
| INSP | -30,066 | -64.3% |
| EXAS | -29,664 | -37.7% |
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 |
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