Bellevue Group AG

Q2 2025 13F-HR Holdings

Location
Zurich, V8
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
142
Total value ($000)
$4,537,171
Net value change ($000)
+74,344 (1.7%)
New positions
7
Sold out positions
13
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/14/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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 73,349 31.0%
AKRO 55,307 109.2%
IMCR 40,374 111.4%
BPMC 36,518 NEW
NBIX 27,464 13.6%
SRRK 23,796 29.5%
HCA 16,617 77.8%
AGIO 16,414 15.9%
ELV 14,491 83.2%
TMO 14,076 44.0%
Top Reduces (Value $000, Stocks/ETFs)
UNH -41,892 -48.6%
ARGX -27,847 -8.1%
BDX -24,311 -30.8%
INCY -19,717 -15.6%
MRK -18,533 -89.2%
AMGN -18,484 -73.3%
BMRN -17,715 -68.0%
COR -17,455 -88.0%
BRKR -13,995 -100.0%
ESPR -13,959 -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