ANNX β€” ANNEXON INC

Ownership history in Bellevue Group AG  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Bellevue Group AG reported a position in ANNEXON INC (ANNX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.51% (2024 Q4)
πŸ“Š Avg. % of fund
0.37%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
8

Position Intelligence

Bellevue Group AG Γ— ANNX AI Analytics

πŸ“ˆ Bellevue Group AG outperformed the S&P 500 by +23.7% annually on this ANNX position. Average cost basis: $4.90. Maximum drawdown during holding period: –67.4%.

πŸ“ˆ Position Alpha vs SPY
+23.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 23.7% per year on this position.
6 quarters analyzed

πŸ’° Entry Quality
$4.90
+2.4% vs current ($5.02)

Best entry: $4.90 (2024 Q2)  Β·  Worst: $4.90 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–67.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 0 of 2 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.49% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ANNX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 5,157,290 β€” 0% 0.49% $25.9M $5.02
2025 Q3 UNCHANGED 5,157,290 β€” 0% 0.33% $15.7M $3.05
2025 Q2 UNCHANGED 5,157,290 β€” 0% 0.27% $12.4M $2.40
2025 Q1 UNCHANGED 5,157,290 β€” 0% 0.22% $10.0M $1.93
2024 Q4 UNCHANGED 5,157,290 β€” 0% 0.51% $26.5M $5.13
2024 Q3 UNCHANGED 5,157,290 β€” 0% 0.49% $30.5M $5.92
2024 Q2 ADDED 5,157,290 +2,975,000 +136.3% 0.41% $25.3M $4.90
2024 Q1 INITIATED 2,182,290 β€” β€” 0.24% $15.6M β€”

🏒 Other funds also holding ANNX

As of 2025 Q4 β€” sorted by position size

Redmile Group, LLC 3Y 7Y 3.72% Tetragon Partners GP Ltd 3Y 7Y 2.15% Bain Capital Life Sciences Investors, LLC 3Y 7Y 2.02% Opaleye Management Inc. 3Y 7Y 1.72% Palo Alto Investors LP 3Y 7Y 1.67% MAK CAPITAL ONE LLC 3Y 7Y 1.63% BVF INC/IL 3Y 7Y 1.54% Longaeva Partners L.P. 1.31% SPHERA FUNDS MANAGEMENT LTD. 3Y 7Y 1.28% Board of Trustees of The Leland Stanford Junior University 3Y 7Y 0.49%
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