Bellevue Group Ag Portfolio Holdings

Bellevue Group Ag

$4.67 Billion
Q3 2025

Bellevue Group Ag has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.67 Billion distributed in 186 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ionis Pharmaceuticals Inc with a value of $409M, Argenx Se with a value of $403M, Revolution Medicines, Inc. with a value of $260M, Neurocrine Biosciences Inc with a value of $248M, and Alnylam Pharmaceuticals, Inc. with a value of $204M.

Examining the 13F form we can see an increase of $280M in the current position value, from $4.39B to 4.67B.

Bellevue Group Ag is based out at Kuesnacht, V8

Below you can find more details about Bellevue Group Ag portfolio as well as his latest detailed transactions.

Portfolio value $4.67 Billion

Healthcare: $4.67 Billion

ETFs: $4.03 Million

Technology: $1.34 Million

Basic Materials: $1.29 Million

Consumer Cyclical: $843,000

Communication Services: $819,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MGNX Macrogenics Inc Healthcare	$94.6M	$16.9 Million 0.36% of portfolio	9,919,992	Q2 2025 Reduced 0.1%
ANNX Annexon, Inc. Healthcare	$136M	$15.4 Million 0.33% of portfolio	5,157,290	Q2 2024 Added 136.32%

Summary

Portfolio
No. of Stocks 186
Current Value $4.67 Billion
Prior Value $4.39 Billion
Filing
Period Q3 2025
Filing Date November 14, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 17 stocks
Additional Purchases 40 stocks
Sold out of 0 stocks
Reduced holdings in 75 stocks

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Bellevue Group Ag Portfolio Holdings