Bellevue Group AG

13F filer, CIK 1674546, ZURICH, Switzerland

Bellevue Group AG reported $6,172,628,459 across 163 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-14. Its ten largest share positions make up 39.22% of the portfolio.

Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0000950123-24-011906

Period: 2024-09-30
Reported value: $6.17B
Holdings: 163
Top 10 weight: 39.22%
New: 12
Sold out: 15

Part of the filer group Bellevue Group AG

BB BIOTECH AG Bellevue Asset Management AG +2 others

How groups are built

Stakes and trades reported after 2024-09-30

13D, 13G and Form 4 filings by this filer's group, dated after the 13F period, on securities the quarter does not hold as shares.

YARW YARROW BIOSCIENCE INC: 13G 1,000,000 shares, 10.6% of the class, 13G filed 2026-10-07, 0001104659-26-114282 Timeline
Accepted 2026-10-07 16:41:11 UTC, ingested 2026-10-07 16:42:30 UTC

Largest buys vs the previous quarter

Security	Shares change	Approx. value
EVHadded	+1,000,215	$28.3M
EXASadded	+290,585	$19.8M
BMRNadded	+278,744	$19.6M
ABTadded	+137,785	$15.7M
INSPadded	+70,356	$14.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BIOreduced	-109,107	-$36.5M
INSMreduced	-496,266	-$36.2M
ARGXreduced	-59,045	-$32M
CRLreduced	-159,587	-$31.4M
ALNYreduced	-110,739	-$30.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000950123-24-011906, largest first. % of portfolio is the value over $6,172,409,459, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
ARGXARGENX SE	632,829	$343M	5.56%	-59,045	Timeline
IONSIONIS PHARMACEUTICALS INC	7,874,400	$315M	5.11%	-386,034	Timeline
VRTXVERTEX PHARMACEUTICALS INC	571,406	$266M	4.31%	-22,055	Timeline
ISRGINTUITIVE SURGICAL INC	496,775	$244M	3.95%	-43,129	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	809,095	$223M	3.61%	-110,739	Timeline
RVMDREVOLUTION MEDICINES INC	4,871,360	$221M	3.58%	-157,740	Timeline
NBIXNEUROCRINE BIOSCIENCES INC	1,863,800	$215M	3.48%	-34,840	Timeline
BSXBOSTON SCIENTIFIC CORP	2,452,797	$206M	3.33%	-116,791	Timeline
ABTABBOTT LABORATORIES	1,743,938	$199M	3.22%	+137,785	Timeline
SYKSTRYKER CORPORATION	526,607	$190M	3.08%	-19,327	Timeline
INTRA-CELLULAR THERAPIES INCINTRA-CELLULAR THERAPIES INC	2,485,627	$182M	2.95%	+14,342
AGIOAGIOS PHARMACEUTICALS INC	3,735,915	$166M	2.69%	-143,633	Timeline
INCYINCYTE CORP	2,150,551	$142M	2.3%	-2,953	Timeline
UNHUNITEDHEALTH GROUP INC	225,550	$132M	2.14%	+19,875	Timeline
MRNAMODERNA INC	1,600,836	$107M	1.73%	+37,101	Timeline
CLDXCELLDEX THERAPEUTICS INC NEW	3,071,615	$104M	1.69%	+100,000	Timeline
BHVNBIOHAVEN LTD	2,040,853	$102M	1.65%	0	Timeline
EXASEXACT SCIENCES CORP	1,449,465	$98.7M	1.6%	+290,585	Timeline
CDNACAREDX INC	3,145,456	$98.2M	1.59%	-767,119	Timeline
PODDINSULET CORP	421,479	$98.1M	1.59%	-13,941	Timeline
MDTMEDTRONIC PLC	1,008,633	$90.8M	1.47%	+6,886	Timeline
BDXBECTON DICKINSON & CO	337,633	$81.4M	1.32%	-9,700	Timeline
TNDMTANDEM DIABETES CARE INC	1,850,891	$78.5M	1.27%	+307,624	Timeline
EVHEVOLENT HEALTH INC	2,670,050	$75.5M	1.22%	+1,000,215	Timeline
EWEDWARDS LIFESCIENCES CORP	1,134,076	$74.8M	1.21%	-126,385	Timeline
DXCMDEXCOM INC	1,017,038	$68.2M	1.1%	-251,649	Timeline
ARVNARVINAS INC	2,386,600	$58.8M	0.95%	-4,200	Timeline
PENPENUMBRA INC	272,683	$53M	0.86%	-9,366	Timeline
RLAYRELAY THERAPEUTICS INC	7,377,184	$52.2M	0.85%	+1,000,069	Timeline
OPCHOPTION CARE HEALTH INC	1,654,878	$51.8M	0.84%	+237,999	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	531,967	$49.9M	0.81%	+10,950	Timeline
PRCTPROCEPT BIOROBOTICS CORP	612,691	$49.1M	0.8%	-56,358	Timeline
ESSA PHARMA INCESSA PHARMA INC	7,879,583	$47.8M	0.77%	-10,000
ZBHZIMMER BIOMET HOLDINGS INC	432,805	$46.7M	0.76%	-16,276	Timeline
HCAHCA HEALTHCARE INC	114,525	$46.5M	0.75%	-7,779	Timeline
ELVELEVANCE HEALTH INC FORMERLY	89,328	$46.5M	0.75%	-12,221	Timeline
IDXXIDEXX LABS INC	91,279	$46.1M	0.75%	-2,079	Timeline
COOCOOPER COS INC	397,373	$43.8M	0.71%	0	Timeline
SRPTSAREPTA THERAPEUTICS INC	344,348	$43M	0.7%	+92,027	Timeline
EXELEXELIXIS INC	1,600,000	$41.5M	0.67%	-203,200	Timeline
INSPINSPIRE MED SYS INC	195,080	$41.2M	0.67%	+70,356	Timeline
CITHE CIGNA GROUP	118,407	$41M	0.66%	-4,683	Timeline
LLYELI LILLY & CO	44,246	$39.2M	0.64%	-5,428	Timeline
RMDRESMED INC	160,128	$39.1M	0.63%	+4,247	Timeline
INSMINSMED INC	525,434	$38.4M	0.62%	-496,266	Timeline
EWTXEDGEWISE THERAPEUTICS INC	1,428,929	$38.1M	0.62%	0	Timeline
IMCRIMMUNOCORE HLDGS PLC	1,205,464	$37.5M	0.61%	+50,810	Timeline
BEAMBEAM THERAPEUTICS INC	1,518,121	$37.2M	0.6%	+100,000	Timeline
BDTXBLACK DIAMOND THERAPEUTICS I	8,517,839	$37.1M	0.6%	0	Timeline
ALGNALIGN TECHNOLOGY INC	143,996	$36.6M	0.59%	+14	Timeline
CSTLCASTLE BIOSCIENCES INC	1,262,030	$36M	0.58%	+44,929	Timeline
VERONA PHARMA PLCVERONA PHARMA PLC	1,220,059	$35.1M	0.57%	+85,830
VEEVVEEVA SYS INC	163,512	$34.3M	0.56%	-5,071	Timeline
GMEDGLOBUS MED INC	469,798	$33.6M	0.54%	-27,495	Timeline
WVEWAVE LIFE SCIENCES LTD	4,094,458	$33.6M	0.54%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	53,623	$33.2M	0.54%	+10,997	Timeline
AXSMAXSOME THERAPEUTICS INC.	367,181	$33M	0.53%	-149,352	Timeline
MGNXMACROGENICS INC	9,929,963	$32.7M	0.53%	-12,350	Timeline
SAGE THERAPEUTICS INCSAGE THERAPEUTICS INC	4,460,693	$32.2M	0.52%	-4,000
IQVIQVIA HLDGS INC	129,827	$30.8M	0.5%	+37,744	Timeline
ANNXANNEXON INC	5,157,290	$30.5M	0.49%	0	Timeline
DHRDANAHER CORP DEL	105,590	$29.4M	0.48%	+21,670	Timeline
CRSPCRISPR THERAPEUTICS AG	610,000	$28.7M	0.46%	-7,649	Timeline
REGNREGENERON PHARMACEUTICALS	26,776	$28.1M	0.46%	-5,521	Timeline
GPCRSTRUCTURE THERAPEUTICS INC	629,758	$27.6M	0.45%	+72,437	Timeline
TMDXTRANSMEDICS GROUP INC	169,844	$26.7M	0.43%	-31,571	Timeline
NEONEOGENOMICS INC	1,612,612	$23.8M	0.39%	+410,516	Timeline
MOHMOLINA HEALTHCARE INC	67,562	$23.3M	0.38%	-8,831	Timeline
BMRNBIOMARIN PHARMACEUTICAL INC	330,976	$23.3M	0.38%	+278,744	Timeline
STESTERIS PLC	91,282	$22.1M	0.36%	0	Timeline
HOLXHOLOGIC INC	247,864	$20.2M	0.33%	+38	Timeline
SIBNSI BONE INC	1,444,109	$20.2M	0.33%	+56,500	Timeline
PRVAPRIVIA HEALTH GROUP INC	1,059,171	$19.3M	0.31%	0	Timeline
MCKMCKESSON CORP	35,742	$17.7M	0.29%	-10,400	Timeline
NTRANATERA INC	138,459	$17.6M	0.28%	-75,528	Timeline
SRRKSCHOLAR ROCK HLDG CORP	2,161,203	$17.3M	0.28%	-4,000	Timeline
FATEFATE THERAPEUTICS INC	4,839,779	$16.9M	0.27%	0	Timeline
ESPRESPERION THERAPEUTICS INC NE	9,944,064	$16.4M	0.27%	0	Timeline
CORCENCORA INC	72,053	$16.2M	0.26%	-17,276	Timeline
BIOBIO RAD LABS INC	46,151	$15.4M	0.25%	-109,107	Timeline
ASTHASTRANA HEALTH INC	254,182	$14.7M	0.24%	+3,565	Timeline
CRLCHARLES RIV LABS INTL INC	73,115	$14.4M	0.23%	-159,587	Timeline
ONCBEONE MEDICINES LTD	58,729	$13.2M	0.21%	+33,100	Timeline
GENERATION BIO COGENERATION BIO CO	3,918,856	$9.68M	0.16%	0
PHRPHREESIA INC	422,406	$9.63M	0.16%	-20,935	Timeline
HUMHUMANA INC	28,440	$9.01M	0.15%	0	Timeline
TERNTERNS PHARMACEUTICALS INC	1,042,135	$8.69M	0.14%	new	Timeline
OMCLOMNICELL COM	197,714	$8.62M	0.14%	-37,658	Timeline
ABBVABBVIE INC	42,886	$8.47M	0.14%	+682	Timeline
JNJJOHNSON & JOHNSON	51,242	$8.3M	0.13%	+43,445	Timeline
LEGNLEGEND BIOTECH CORP	169,134	$8.24M	0.13%	-200,136	Timeline
GKOSGLAUKOS CORP	62,983	$8.21M	0.13%	+7,057	Timeline
AMGNAMGEN INC	25,152	$8.1M	0.13%	-4,376	Timeline
CNCCENTENE CORP DEL	86,708	$6.53M	0.11%	-334,750	Timeline
TXG10X GENOMICS INC	281,881	$6.36M	0.1%	-26,430	Timeline
ILMNILLUMINA INC	45,196	$5.89M	0.1%	+1,600	Timeline
ALTALTIMMUNE INC	863,660	$5.3M	0.09%	+263,660	Timeline
MRKMERCK & CO INC	42,233	$4.8M	0.08%	-32,476	Timeline
WAYWAYSTAR HLDG CORP	150,202	$4.19M	0.07%	+202	Timeline
PFEPFIZER INC	141,075	$4.08M	0.07%	+52,461	Timeline
GILDGILEAD SCIENCES INC	46,027	$3.86M	0.06%	+7,093	Timeline
CAHCARDINAL HEALTH INC	30,224	$3.34M	0.05%	-2,358	Timeline
AZNASTRAZENECA PLC-SPONS ADR	33,500	$2.61M	0.04%	-8,700	Timeline
RXRXRECURSION PHARMACEUTICALS IN	392,881	$2.59M	0.04%	-32,929	Timeline
ACCOLADE INCACCOLADE INC	640,865	$2.47M	0.04%	-201,712
BMYBRISTOL-MYERS SQUIBB CO	36,825	$1.91M	0.03%	new	Timeline
EHCENCOMPASS HEALTH CORP	19,233	$1.86M	0.03%	+5,365	Timeline
MOLECULAR TEMPLATES INCMOLECULAR TEMPLATES INC	1,279,820	$1.8M	0.03%	0
RDYDR REDDYS LABS LTD	20,595	$1.64M	0.03%	-2,733	Timeline
SMMTSUMMIT THERAPEUTICS INC	64,094	$1.4M	0.02%	new	Timeline
CVSCVS HEALTH CORP	22,066	$1.39M	0.02%	0	Timeline
PCVXVAXCYTE INC	11,981	$1.37M	0.02%	-2,229	Timeline
TEVATEVA PHARMACEUTICAL INDS LTD	70,821	$1.28M	0.02%	-83,949	Timeline
DOCSDOXIMITY INC	29,060	$1.27M	0.02%	-43,095	Timeline
CERTCERTARA INC	95,924	$1.12M	0.02%	0	Timeline
BNTXBIONTECH SE	8,721	$1.04M	0.02%	new	Timeline
ZTSZOETIS INC	5,284	$1.03M	0.02%	+2,343	Timeline
VKTXVIKING THERAPEUTICS INC	16,179	$1.02M	0.02%	+11,779	Timeline
GOOGALPHABET INC	6,000	$1M	0.02%	0	Timeline
THCTENET HEALTHCARE CORP	5,625	$935K	0.02%	+211	Timeline
SNYSANOFI SA	15,109	$871K	0.01%	new	Timeline
KRYSKRYSTAL BIOTECH INC	4,779	$870K	0.01%	+581	Timeline
RYTMRHYTHM PHARMACEUTICALS INC	15,700	$823K	0.01%	+2,700	Timeline
AMRXAMNEAL PHARMACEUTICALS INC	76,414	$636K	0.01%	+13,654	Timeline
CYTKCYTOKINETICS INC	10,941	$578K	0.01%	-5,718	Timeline
PTGXPROTAGONIST THERAPEUTICS INC	12,346	$556K	0.01%	-2,800	Timeline
APLSAPELLIS PHARMACEUTICALS INC	19,046	$549K	0.01%	-425,358	Timeline
ADMAADMA BIOLOGICS INC	25,900	$518K	0.01%	-5,000	Timeline
BIIBBIOGEN INC	2,634	$511K	0.01%	-3,268	Timeline
HCMHUTCHMED CHINA LTD	24,015	$469K	0.01%	-1,125,142	Timeline
DNLIDENALI THERAPEUTICS INC	15,700	$457K	0.01%	new	Timeline
VTRSVIATRIS INC	39,283	$456K	0.01%	+12,752	Timeline
TVTXTRAVERE THERAPEUTICS INC	31,000	$434K	0.01%	new	Timeline
MERUS N VMERUS N V	8,000	$400K	0.01%	-1,800
ARQTARCUTIS BIOTHERAPEUTICS INC	39,500	$367K	0.01%	+22,000	Timeline
ACLXARCELLX INC	4,000	$334K	0.01%	new	Timeline
XENEXENON PHARMACEUTICALS INC	8,200	$323K	0.01%	-2,000	Timeline
NKENIKE INC	3,500	$309K	0.01%	0	Timeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP	3,200	$296K	<0.01%	-1,900
KURAKURA ONCOLOGY INC	13,600	$266K	<0.01%	+3,600	Timeline
BBIOBRIDGEBIO PHARMA INC	10,400	$265K	<0.01%	-2,400	Timeline
MDGLMADRIGAL PHARMACEUTICALS INC	1,100	$233K	<0.01%	0	Timeline
IDYAIDEAYA BIOSCIENCES INC	7,200	$228K	<0.01%	+1,500	Timeline
RAREULTRAGENYX PHARMACEUTICAL IN	4,000	$222K	<0.01%	0	Timeline
MLTXMOONLAKE IMMUNOTHERAPEUTICS	4,400	$222K	<0.01%	0	Timeline
BIDUBAIDU INC	2,000	$211K	<0.01%	0	Timeline
MLYSMINERALYS THERAPEUTICS INC	16,499	$200K	<0.01%	-1,000	Timeline
GRMNGARMIN LTD	1,050	$185K	<0.01%	0	Timeline
NRIXNURIX THERAPEUTICS INC	8,000	$180K	<0.01%	new	Timeline
RCKTROCKET PHARMACEUTICALS INC	9,300	$172K	<0.01%	-10,400	Timeline
AUTLAUTOLUS THERAPEUTICS LTD	41,500	$151K	<0.01%	+9,000	Timeline
NAMSNEWAMSTERDAM PHARMA COMPANY	7,700	$128K	<0.01%	new	Timeline
VCYTVERACYTE INC	3,600	$123K	<0.01%	new	Timeline
AAGILENT TECHNOLOGIES INC	769	$114K	<0.01%	+65	Timeline
ORCLORACLE CORP	624	$106K	<0.01%	+53	Timeline
NVDANVIDIA CORPORATION	716	$87K	<0.01%	+61	Timeline
MSFTMICROSOFT CORP	194	$83.5K	<0.01%	+15	Timeline
QCOMQUALCOMM INC	427	$72.6K	<0.01%	+36	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	41	$61.5K	<0.01%	+1	Timeline
OABIOMNIAB INC	11,456	$48.5K	<0.01%	0	Timeline
LHLABCORP HOLDINGS INC	206	$46K	<0.01%	+16	Timeline
TEMTEMPUS AI INC	516	$29.2K	<0.01%	-4,484	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
SUMMIT THERAPEUTICS INCSUMMIT THERAPEUTICS INC CALL	call	10,000	$219K	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
SILK ROAD MEDICAL INCSILK ROAD MEDICAL INC	855,293	$23.1M	shares
ATRCATRICURE INC	212,559	$4.84M	shares
OUTSET MEDICAL INCOUTSET MEDICAL INC	762,799	$2.94M	shares
TDOCTELADOC HEALTH INC	272,798	$2.67M	shares
NEVRO CORPNEVRO CORP	135,235	$1.14M	shares
AAPLAPPLE INC	2,200	$463K	shares
ALKSALKERMES PLC	18,000	$434K	shares
FDMT4D MOLECULAR THERAPEUTICS IN	15,700	$330K	shares
BCYCBICYCLE THERAPEUTICS PLC	16,000	$324K	shares
DVAXDYNAVAX TECHNOLOGIES CORP	27,558	$309K	shares
CCCCC4 THERAPEUTICS INC	57,600	$266K	shares
89BIO INC89BIO INC	24,700	$198K	shares
WSTWEST PHARMACEUTICAL SVSC INC	520	$171K	shares
GRALGRAIL INC	7,266	$112K	shares
EXSCIENTIA PLCEXSCIENTIA PLC	3,350	$17.1K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000950123-24-011906	base		2024-11-14	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC