Bellevue Group AG BEAM BEAM THERAPEUTICS INC

Ownership history in Bellevue Group AG  ·  21 quarters on record

AI Ownership Summary

Bellevue Group AG reported BEAM THERAPEUTICS INC (BEAM) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.46% in 2025 Q3. The latest visible filing shows BEAM at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BEAM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bellevue Group AG's position in BEAM THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BEAM was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.46% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bellevue Group AG held BEAM — position size vs. price
% of Fund (quarterly)    BEAM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 96.1% -14.0% 111,510 -2,777,778 -96.1% 0.06% $3.1M 2026-02-14 (Est.) $27.92
2025 Q3 UNCHANGED 2,889,288 0% 1.46% $70.1M 2025-11-14 $21.72
2025 Q2 ADDED 2,889,288 +493,358 +20.6% 1.08% $49.1M 2025-08-14 $17.63
2025 Q1 ADDED 2,395,930 +877,809 +57.8% 1.05% $46.8M 2025-05-14 $17.24
2024 Q4 UNCHANGED 1,518,121 0% 0.72% $37.6M 2025-02-14 $32.40
2024 Q3 ADDED 1,518,121 +100,000 +7.1% 0.60% $37.2M 2024-11-14 $26.31
2024 Q2 ADDED 1,418,121 +225,000 +18.9% 0.54% $33.2M 2024-08-14 $23.36
2024 Q1 ADDED 1,193,121 +498,300 +71.7% 0.60% $39.4M 2024-05-15 $24.11
2023 Q4 UNCHANGED 694,821 0% 0.29% $18.9M 2024-02-14 $31.29
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bellevue Group AG and BEAM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bellevue Group AG reported owning BEAM?

Bellevue Group AG reported BEAM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BEAM position in Bellevue Group AG's portfolio?

The largest reported portfolio weight for BEAM was 1.46% in 2025 Q3.

What is the latest reported BEAM position on this page?

The most recent filing on this page is 2025 Q4, when Bellevue Group AG reported 111,510 shares, equal to 0.06% of portfolio, with an estimated market value of $3.1M.

What does the chart on this BEAM ownership page compare?

The chart compares Bellevue Group AG's quarterly BEAM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bellevue Group AG time their BEAM position?

Based on 13F filing dates vs. subsequent BEAM price moves, Bellevue Group AG correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on BEAM relative to SPY over the holding period was -32.3%.

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