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CIK: 0001674546
Total reported value
$4.8B
$4.8B
161 檔
28.1%
In Q4 2024, Bellevue Group AG's U.S. equity holdings reached a combined market value of $4.8B, distributed across 161 disclosed stock positions.
In Q4 2024, Bellevue Group AG adopted a defensive or profit-taking posture, trimming 68 positions and completely liquidating 15 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ARGX, IONS, NBIX) accounted for 28.1% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ARGX | Argenx Se - Adr | Stock-Healthcare | 7.02% | +0.44% | -6.26% | |
| 2 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 5.30% | -1.63% | -0.07% | |
| 3 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 4.78% | +0.08% | -2.35% | |
| 4 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 4.67% | -1.01% | -6.52% | |
| 5 | ITCIEUR | Intra-cellular Therapies Inc | Stock-Other | 3.92% | — | -1.83% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.78% | -1.20% | -14.70% | |
| 7 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 3.69% | +0.56% | -9.95% | |
| 8 | ABT | Abbott Laboratories | Stock-Healthcare | 3.68% | -1.00% | -3.17% | |
| 9 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.67% | -1.39% | -12.94% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.60% | +0.08% | -1.25% | |
| 11 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 3.49% | -1.84% | -4.80% | |
| 12 | INCY | Incyte CORP | Stock-Healthcare | 2.87% | — | +0.32% | |
| 13 | AGIO | Agios Pharmaceuticals Inc | Stock-Other | 2.22% | — | -5.91% | |
| 14 | SRRK | Scholar Rock Holding CORP | Stock-Other | 2.09% | -1.36% | +16.17% | |
| 15 | PODD | Insulet CORP | Stock-Healthcare | 1.62% | -0.41% | -23.62% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.60% | -0.33% | +3.40% | |
| 17 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.56% | -0.19% | -3.19% | |
| 18 | DXCM | Dexcom Inc | Stock-Healthcare | 1.56% | -0.01% | +2.75% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | +0.35% | -29.19% | |
| 20 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.49% | +0.03% | — | |
| 21 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.47% | -0.11% | -0.03% | |
| 22 | BHVN | Biohaven Ltd. | Stock-Other | 1.47% | — | — | |
| 23 | MRNA | Moderna Inc | Stock-Healthcare | 1.28% | — | +0.00% | |
| 24 | PEN | Penumbra Inc | Stock-Healthcare | 1.09% | -0.10% | EXIT | |
| 25 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.97% | — | EXIT | |
| 26 | ARVN | Arvinas Inc | Stock-Other | 0.88% | — | +0.13% | |
| 27 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.79% | -0.37% | -1.42% | |
| 28 | EXK | Exact Sciences CORP | Stock-Materials | 0.75% | — | -52.12% | |
| 29 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.73% | -1.15% | EXIT | |
| 30 | BEAM | Beam Therapeutics Inc | Stock-Other | 0.72% | — | — | |
| 31 | PRCT | Procept Biorobotics CORP | Stock-Other | 0.72% | -0.06% | -24.45% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 0.71% | -0.24% | +0.42% | |
| 33 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 0.68% | -0.15% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.01% | +2.76% | |
| 35 | CI | THE Cigna Group | Stock-Healthcare | 0.67% | -0.23% | +5.74% | |
| 36 | ALGN | Align Technology Inc | Stock-Healthcare | 0.64% | -0.07% | +11.12% | |
| 37 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.63% | -0.16% | -10.13% | |
| 38 | MGNX | Macrogenics Inc | Stock-Other | 0.62% | — | — | |
| 39 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.61% | -0.51% | -15.71% | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | +0.09% | +13.69% | |
| 41 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.60% | -0.10% | -32.16% | |
| 42 | RLAY | Relay Therapeutics Inc | Stock-Other | 0.59% | +0.59% | +0.00% | |
| 43 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.58% | -0.27% | -22.74% | |
| 44 | CDNA | Caredx Inc | Stock-Other | 0.57% | — | -56.30% | |
| 45 | TNDM | Tandem Diabetes Care Inc | Stock-Other | 0.54% | — | -57.73% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.53% | -0.33% | +13.57% | |
| 47 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 0.53% | -0.12% | EXIT | |
| 48 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.52% | -0.02% | -21.98% | |
| 49 | ANNX | Annexon Inc | Stock-Other | 0.51% | -0.19% | — | |
| 50 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 0.51% | — | -53.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | +1.8% | +16.17% | Add |
| 2 | ARGX | Argenx Se - Adr | +1.5% | -6.26% | Trim |
| 3 | NBIX | Neurocrine Biosciences Inc | +1.3% | -2.35% | Trim |
| 4 | ITCIEUR | Intra-cellular Therapies Inc | +1% | -1.83% | Trim |
| 5 | ISRG | Intuitive Surgical Inc | +0.7% | -6.52% | Trim |
| 6 | INCY | Incyte CORP | +0.6% | +0.32% | Add |
| 7 | SYK | Stryker CORP | +0.5% | -1.25% | Trim |
| 8 | DXCM | Dexcom Inc | +0.5% | +2.75% | Add |
| 9 | ABT | Abbott Laboratories | +0.5% | -3.17% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.4% | +525.64% | Add |
| 11 | WVE | Wave Life Sciences Ltd. | +0.4% | — | Unchanged |
| 12 | BRKR | Bruker CORP | +0.4% | NEW | New buy |
| 13 | EW | Edwards Lifesciences CORP | +0.4% | -3.19% | Trim |
| 14 | BSX | Boston Scientific CORP | +0.3% | -12.94% | Trim |
| 15 | AMGN | Amgen Inc | +0.3% | +254.80% | Add |
| 16 | EHC | Encompass Health CORP | +0.3% | +880.20% | Add |
| 17 | THC | Tenet Healthcare CORP | +0.3% | +1859.64% | Add |
| 18 | PEN | Penumbra Inc | +0.2% | -12.70% | Trim |
| 19 | IONS | Ionis Pharmaceuticals Inc | +0.2% | -0.07% | Trim |
| 20 | NTRA | Natera Inc | +0.2% | +5.21% | Add |
| 21 | ESPR | Esperion Therapeutics Inc | +0.2% | — | Unchanged |
| 22 | BDX | Becton Dickinson And Co | +0.2% | -0.03% | Trim |
| 23 | MDT | Medtronic plc | +0.1% | +3.40% | Add |
| 24 | BEAM | Beam Therapeutics Inc | +0.1% | — | Unchanged |
| 25 | RVMD | Revolution Medicines Inc | +0.1% | -9.95% | Trim |
| 26 | EWTX | Edgewise Therapeutics Inc | +0.1% | — | Unchanged |
| 27 | MGNX | Macrogenics Inc | +0.1% | — | Unchanged |
| 28 | MASI* | Masimo CORP | +0.1% | NEW | New buy |
| 29 | RMD | Resmed Inc | +0.1% | +0.42% | Add |
| 30 | COR | Cencora Inc | +0.1% | +7.59% | Add |
| 31 | MOH | Molina Healthcare Inc | +0.1% | +21.59% | Add |
| 32 | IMCR | Immunocore Holdings Plc-adr | +0.1% | — | Unchanged |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.1% | +13.69% | Add |
| 34 | STE | STERIS plc | +0.1% | +20.38% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | NEW | New buy |
| 36 | BTSG | Brightspring Health Services | +0.1% | NEW | New buy |
| 37 | ALGN | Align Technology Inc | +0.1% | +11.12% | Add |
| 38 | DHR | Danaher CORP | +0.1% | +13.57% | Add |
| 39 | GKOS | Glaukos CORP | +0.1% | -3.35% | Trim |
| 40 | PRVA | Privia Health Group Inc | +0.1% | -10.01% | Trim |
| 41 | LLY | Eli Lilly & Co | 0% | +2.76% | Add |
| 42 | GMED | Globus Medical Inc - A | 0% | -22.74% | Trim |
| 43 | SMMT | Summit Therapeutics Inc | 0% | +166.16% | Add |
| 44 | BMRN | Biomarin Pharmaceutical Inc | 0% | -0.59% | Trim |
| 45 | WAY | Waystar Holding CORP | 0% | +5.12% | Add |
| 46 | ALT | Altimmune Inc | 0% | +9.47% | Add |
| 47 | PHR | Phreesia Inc | 0% | -3.96% | Trim |
| 48 | PODD | Insulet CORP | 0% | -23.62% | Trim |
| 49 | GILD | Gilead Sciences Inc | 0% | +5.22% | Add |
| 50 | ANNX | Annexon Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Bellevue Group AG reported a total U.S. public equity portfolio value of $4.8B across 161 disclosed positions in Q4 2024.
During Q4 2024, Bellevue Group AG's top holdings by market value included ARGX (7.0%)、IONS (5.3%)、NBIX (4.8%). The largest single position, ARGX, represented 7.0% of total portfolio value.
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Top New Position Initiated
BRKR
市值: $21.1M
Top Position Liquidated / Trimmed
OPCH
前期市值: $51.8M
In Q4 2024, Bellevue Group AG made 146 total portfolio adjustments, initiating 13 new buys, adding to 50 positions, trimming 68 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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