Bellevue Group AG
Annual return '25
+29.9%
SPY '25
+17.7%
Alpha
+12.2ptsvs SPY
Invested
$4.2B
Holdings
158
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 71%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$META
META PLATFORMS INC
Q4 2025: Exited (was 400 shares)
8.8%
02
$VRTX
VERTEX PHARMACEUTICALS INC
Q4 2025: Exited (was 915.6k shares)
7.2%
03
$ARGX
ARGENX SE
Q4 2025: Exited (was 1.61M shares)
5.4%
04
$REGN
REGENERON PHARMACEUTICALS
Q4 2025: Exited (was 22.7k shares)
5.1%
05
$SRRK
SCHOLAR ROCK HLDG CORP
Q4 2025: Exited (was 6.47M shares)
4.2%
06
$GILD
GILEAD SCIENCES INC
Q4 2025: Exited (was 49.9k shares)
3.9%
07
$RVMD
REVOLUTION MEDICINES INC
Q4 2025: Exited (was 11.13M shares)
3.6%
08
$IONS
IONIS PHARMACEUTICALS INC
Q4 2025: Exited (was 12.45M shares)
3.3%
09
$ISRG
INTUITIVE SURGICAL INC
Q4 2025: Exited (was 8.4k shares)
3.1%
10
$VRDN
VIRIDIAN THERAPEUTICS INC
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.