DOSSIER · 13F-HR · Q4 2025

Bellevue Group AG

Bellevue AG's hedge fund based in New York, NY $5.3B in tracked AUM across 213 positions as of Q4 2025.

BA
Bellevue AG·New York, NY·Hedge Fund
CIK 0001674546 · last filed Dec 31, 2025
Total AUM
$5.3B
9.6%
vs prior
Holdings
213
positions
Whale Score
59
59
tracked
Activity
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Portfolio Overview

Bellevue Group AG's 13F filing for the period ending September 30, 2025, reveals a portfolio undergoing significant consolidation and strategic reallocation. The total portfolio value decreased by 32.6%, dropping from $4.54 billion to $3.06 billion. This substantial reduction in assets under management (AUM) is driven not only by potential market depreciation but also by a high level of trading activity, with 42 positions either added or liquidated (21 new, 21 sold). The ...

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
RVMD
REVOLUTION MEDICINES INC
$399M5.0M7.6%
02
ARGX
ARGENX SE
$388M462K7.4%
03
IONS
IONIS PHARMACEUTICALS INC
$380M4.8M7.2%
04
VRTX
VERTEX PHARMACEUTICALS INC
$309M681K5.9%
05
NBIX
NEUROCRINE BIOSCIENCES INC
$242M1.7M4.6%
06
RNA
AVIDITY BIOSCIENCES INC
$190M2.6M3.6%
07
ISRG
INTUITIVE SURGICAL INC
$182M322K3.5%
08
SRRK
SCHOLAR ROCK HLDG CORP
$179M4.1M3.4%
09
ALNY
ALNYLAM PHARMACEUTICALS INC
$177M446K3.4%
10
ABT
ABBOTT LABS
$165M1.3M3.1%

Filing history

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