Bellevue Group AG Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.8T
Holdings
136
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (136 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AFWALIGN TECHNOLOGY INC | 334,679 | $95.2B | 5.24% | |
| 2 | ISRGINTUITIVE SURGICAL INC | 150,999 | $86.2B | 4.74% | |
| 3 | ABTABBOTT LABS | 1,040,587 | $83.2B | 4.58% | |
| 4 | ILMNILLUMINA INC | 257,696 | $80.1B | 4.41% | |
| 5 | TDOCTELADOC HEALTH INC | 1,374,294 | $76.4B | 4.20% | |
| 6 | ELVANTHEM INC | 255,017 | $73.2B | 4.03% | |
| 7 | DHRDANAHER CORPORATION | 341,784 | $45.1B | 2.48% | |
| 8 | MDTMEDTRONIC PLC | 490,906 | $44.7B | 2.46% | |
| 9 | BSXBOSTON SCIENTIFIC CORP | 1,147,487 | $44.0B | 2.42% | |
| 10 | HUMHUMANA INC | 152,477 | $40.6B | 2.23% | |
| 11 | JAZZJAZZ PHARMACEUTICALS PLC | 267,438 | $38.2B | 2.10% | |
| 12 | BMYBRISTOL MYERS SQUIBB CO | 695,824 | $33.2B | 1.83% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 132,837 | $32.8B | 1.81% | |
| 14 | BDXBECTON DICKINSON & CO | 128,972 | $32.2B | 1.77% | |
| 15 | EWEDWARDS LIFESCIENCES CORP | 161,912 | $31.0B | 1.70% | |
| 16 | SYKSTRYKER CORP | 148,900 | $29.4B | 1.62% | |
| 17 | WCGEURWELLCARE HEALTH PLANS INC | 107,419 | $29.0B | 1.59% | |
| 18 | CICIGNA CORP NEW | 165,657 | $26.6B | 1.47% | |
| 19 | —QIAGEN NV | 617,194 | $25.1B | 1.38% | |
| 20 | ALNYALNYLAM PHARMACEUTICALS INC | 267,305 | $25.0B | 1.37% | |
| 21 | ISIIONIS PHARMACEUTICALS INC | 302,643 | $24.6B | 1.35% | |
| 22 | BAXBAXTER INTL INC | 293,174 | $23.8B | 1.31% | |
| 23 | ALXNALEXION PHARMACEUTICALS INC | 171,150 | $23.1B | 1.27% | |
| 24 | VRTXVERTEX PHARMACEUTICALS INC | 116,989 | $21.5B | 1.18% | |
| 25 | HRCHILL ROM HLDGS INC | 203,088 | $21.5B | 1.18% | |
| 26 | ABGAMERISOURCEBERGEN CORP | 250,398 | $19.9B | 1.10% | |
| 27 | ESPRESPERION THERAPEUTICS INC NEW | 495,547 | $19.9B | 1.09% | |
| 28 | —FITBIT INC | 3,268,934 | $19.4B | 1.06% | |
| 29 | IM8NINSMED INC | 659,434 | $19.2B | 1.05% | |
| 30 | HCMHUTCHISON CHINA MEDITECH LTD | 598,310 | $18.3B | 1.01% | |
| 31 | —WRIGHT MED GROUP NV | 573,595 | $18.0B | 0.99% | |
| 32 | EVHEVOLENT HEALTH INC | 1,408,237 | $17.7B | 0.97% | |
| 33 | —ALDER BIOPHARMACEUTICALS INC | 1,286,748 | $17.6B | 0.97% | |
| 34 | ABMDEURABIOMED INC | 59,389 | $17.0B | 0.93% | |
| 35 | —GENMARK DIAGNOSTICS INC | 2,353,067 | $16.7B | 0.92% | |
| 36 | PRAHPRA HEALTH SCIENCES INC | 149,507 | $16.5B | 0.91% | |
| 37 | LIVNLIVANOVA PLC | 166,956 | $16.2B | 0.89% | |
| 38 | DC4DEXCOM INC | 131,146 | $15.6B | 0.86% | |
| 39 | ZBHZIMMER BIOMET HLDGS INC | 114,951 | $14.7B | 0.81% | |
| 40 | WBAWALGREENS BOOTS ALLIANCE INC | 231,802 | $14.7B | 0.81% | |
| 41 | QDELUSDQUIDEL CORP | 223,580 | $14.6B | 0.81% | |
| 42 | NKTREURNEKTAR THERAPEUTICS | 430,026 | $14.4B | 0.80% | |
| 43 | —AKCEA THERAPEUTICS INC | 504,411 | $14.3B | 0.79% | |
| 44 | MGNXMACROGENICS INC | 790,305 | $14.2B | 0.78% | |
| 45 | CDNACAREDX INC | 431,568 | $13.6B | 0.75% | |
| 46 | ONCBEIGENE LTD | 102,200 | $13.5B | 0.74% | |
| 47 | IARTINTEGRA LIFESCIENCES HLDGS C | 222,350 | $12.4B | 0.68% | |
| 48 | GMEDGLOBUS MED INC | 238,510 | $11.8B | 0.65% | |
| 49 | OMCLOMNICELL INC | 143,839 | $11.6B | 0.64% | |
| 50 | TMOTHERMO FISHER SCIENTIFIC INC | 38,858 | $10.6B | 0.59% | |
| 51 | —INTERSECT ENT INC | 328,387 | $10.6B | 0.58% | |
| 52 | MOHMOLINA HEALTHCARE INC | 71,840 | $10.2B | 0.56% | |
| 53 | SUPNSUPERNUS PHARMACEUTICALS INC | 291,000 | $10.2B | 0.56% | |
| 54 | CNCCENTENE CORP DEL | 174,988 | $9.3B | 0.51% | |
| 55 | —AVEDRO INC | 750,000 | $9.2B | 0.51% | |
| 56 | —OXFORD IMMUNOTEC GLOBAL PLC | 526,162 | $9.1B | 0.50% | |
| 57 | QTRXQUANTERIX CORP | 349,359 | $9.0B | 0.50% | |
| 58 | IRTCIRHYTHM TECHNOLOGIES INC | 117,761 | $8.8B | 0.49% | |
| 59 | COOCOOPER COS INC | 29,619 | $8.8B | 0.48% | |
| 60 | —HMS HLDGS CORP | 290,977 | $8.6B | 0.47% | |
| 61 | GHGUARDANT HEALTH INC | 109,652 | $8.4B | 0.46% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 20,400 | $8.4B | 0.46% | |
| 63 | TNDMTANDEM DIABETES CARE INC | 127,541 | $8.1B | 0.45% | |
| 64 | NVROEURNEVRO CORP | 128,402 | $8.0B | 0.44% | |
| 65 | HCAHCA HEALTHCARE INC | 60,397 | $7.9B | 0.43% | |
| 66 | —QUOTIENT LTD | 795,065 | $7.2B | 0.39% | |
| 67 | INSPINSPIRE MED SYS INC | 123,105 | $7.0B | 0.38% | |
| 68 | —CASTLIGHT HEALTH INC | 1,820,470 | $6.8B | 0.38% | |
| 69 | INGNINOGEN INC | 69,727 | $6.7B | 0.37% | |
| 70 | VEEVVEEVA SYS INC | 52,110 | $6.6B | 0.36% | |
| 71 | TRHCEURTABULA RASA HEALTHCARE INC | 115,462 | $6.5B | 0.36% | |
| 72 | IDXXIDEXX LABS INC | 27,402 | $6.1B | 0.34% | |
| 73 | TFXTELEFLEX INC | 19,748 | $6.0B | 0.33% | |
| 74 | RMERESMED INC | 54,667 | $5.7B | 0.31% | |
| 75 | XRAYDENTSPLY SIRONA INC | 110,878 | $5.5B | 0.30% | |
| 76 | GILDGILEAD SCIENCES INC | 78,400 | $5.2B | 0.29% | Call |
| 77 | —MEDIDATA SOLUTIONS INC | 70,474 | $5.2B | 0.28% | |
| 78 | VCRAUSDVOCERA COMMUNICATONS INC | 158,214 | $5.0B | 0.28% | |
| 79 | STIMNEURONETICS INC | 295,337 | $4.5B | 0.25% | |
| 80 | HOLXHOLOGIC INC | 90,000 | $4.4B | 0.24% | |
| 81 | CHRSCOHERUS BIOSCIENCES INC | 317,135 | $4.3B | 0.24% | |
| 82 | MTLSMATERIALISE NV | 268,409 | $4.2B | 0.23% | |
| 83 | —HORIZON PHARMA PLC | 158,800 | $4.2B | 0.23% | |
| 84 | INCYINCYTE CORP | 48,500 | $4.2B | 0.23% | |
| 85 | AMEDAMEDISYS INC | 33,656 | $4.1B | 0.23% | |
| 86 | —BLUEBIRD BIO INC | 23,100 | $3.6B | 0.20% | |
| 87 | PENPENUMBRA INC | 23,637 | $3.5B | 0.19% | |
| 88 | —MYLAN N V | 122,000 | $3.5B | 0.19% | |
| 89 | SGENEURSEATTLE GENETICS INC | 45,800 | $3.4B | 0.18% | |
| 90 | SWAVUSDSHOCKWAVE MED INC | 100,000 | $3.3B | 0.18% | |
| 91 | EX9EXELIXIS INC | 140,500 | $3.3B | 0.18% | |
| 92 | 3M4MASIMO CORP | 22,780 | $3.1B | 0.17% | |
| 93 | CVSCVS HEALTH CORP | 57,627 | $3.1B | 0.17% | |
| 94 | HSICHENRY SCHEIN INC | 50,662 | $3.0B | 0.17% | |
| 95 | JNJJOHNSON & JOHNSON | 20,000 | $2.8B | 0.15% | |
| 96 | ACADACADIA PHARMACEUTICALS INC | 103,800 | $2.8B | 0.15% | |
| 97 | AMGNAMGEN INC | 14,500 | $2.8B | 0.15% | |
| 98 | FGENEURFIBROGEN INC | 48,800 | $2.7B | 0.15% | |
| 99 | SG7SAGE THERAPEUTICS INC | 16,300 | $2.6B | 0.14% | |
| 100 | ARGXARGENX SE | 19,900 | $2.5B | 0.14% |
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