Bellevue Group AG Q1 2021 Filing

Filed May 12, 2021

Portfolio Value

$9.5B

Holdings

216

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (216 positions)

#StockSharesValue% PortfolioType
1
ISIIONIS PHARMACEUTICALS INC
8,984,234$403.9B4273.71%
2
MRNAMODERNA INC
2,809,950$368.0B3893.15%
3
NBIXNEUROCRINE BIOSCIENCES INC
3,274,551$318.4B3369.29%
4
VRTXVERTEX PHARMACEUTICALS INC
1,376,704$295.8B3130.07%
5
ARGXARGENX SE
954,554$262.9B2781.29%
6
INCYINCYTE CORP
3,005,700$244.3B2584.48%
7
AGIOAGIOS PHARMACEUTICALS INC
4,537,092$234.3B2478.91%
8
ALNYALNYLAM PHARMACEUTICALS INC
1,627,114$229.7B2430.64%
9
ALXNALEXION PHARMACEUTICALS INC
1,308,728$200.1B2117.30%
10
MGNXMACROGENICS INC
6,027,926$192.0B2031.30%
11
FATEFATE THERAPEUTICS INC
2,209,336$182.2B1927.30%
12
ABTABBOTT LABS
1,392,999$166.9B1766.24%
13
ISRGINTUITIVE SURGICAL INC
220,775$163.1B1726.06%
14
RADIUS HEALTH INC
7,531,414$157.1B1662.21%
15
BIIBBIOGEN INC
558,400$156.2B1652.78%
16
ELVANTHEM INC
385,548$138.4B1464.24%
17
ARVNARVINAS INC
2,071,503$136.9B1448.72%
18
SG7SAGE THERAPEUTICS INC
1,810,704$135.5B1433.97%
19
UNHUNITEDHEALTH GROUP INC
357,381$133.0B1406.87%
20
BMYBRISTOL-MYERS SQUIBB CO
2,085,152$131.6B1392.75%
21
HALOHALOZYME THERAPEUTICS INC
3,011,966$125.6B1328.55%
22
ITCIEURINTRA CELLULAR THERAPIES INC
3,659,919$124.2B1313.87%
23
HUMHUMANA INC
288,719$121.0B1280.70%
24
CRSPCRISPR THERAPEUTICS AG
978,384$119.2B1261.34%
25
PODDINSULET CORP
434,188$113.3B1198.62%
26
BDXBECTON DICKINSON & CO
460,965$112.1B1185.88%
27
ESPRESPERION THERAPEUTICS INC NE
3,989,164$111.9B1183.89%
28
CICIGNA CORP NEW
448,162$108.3B1146.26%
29
SRRKSCHOLAR ROCK HLDG CORP
2,131,125$108.0B1142.27%
30
MYOVANT SCIENCES LTD
5,194,039$106.9B1130.96%
31
DHRDANAHER CORPORATION
473,140$106.5B1126.74%
32
MOLECULAR TEMPLATES INC
8,148,105$102.8B1087.96%
33
JAZZJAZZ PHARMACEUTICALS PLC
550,650$90.5B957.63%
34
BSXBOSTON SCIENTIFIC CORP
2,326,787$89.9B951.48%
35
AXNX*AXONICS MODULATION TECHNOLOG
1,456,274$87.2B922.78%
36
IM8NINSMED INC
2,477,166$84.4B892.68%
37
SYKSTRYKER CORPORATION
344,514$83.9B887.87%
38
CNCCENTENE CORP DEL
1,290,597$82.5B872.68%
39
NKTREURNEKTAR THERAPEUTICS
3,954,604$79.1B836.83%
40
AFWALIGN TECHNOLOGY INC
143,960$78.0B824.83%
41
DC4DEXCOM INC
216,193$77.7B822.07%
42
EWEDWARDS LIFESCIENCES CORP
890,256$74.5B787.82%
43
HRCHILL ROM HLDGS INC
660,628$73.0B772.21%
44
EVHEVOLENT HEALTH INC
3,528,547$71.3B754.12%
45
ACCDEURACCOLADE INC
1,561,121$70.8B749.38%
46
HCAHCA HEALTHCARE INC
374,563$70.5B746.39%
47
GBIOGBXGENERATION BIO CO
2,393,180$68.1B720.62%
48
HOLXHOLOGIC INC
913,752$68.0B719.09%
49
RLAYRELAY THERAPEUTICS INC
1,931,344$66.8B706.41%
50
EX9EXELIXIS INC
2,944,500$66.5B703.77%
51
INSPINSPIRE MED SYS INC
320,188$66.3B701.22%
52
SWAVUSDSHOCKWAVE MED INC
484,564$63.1B667.82%
53
SILKSILK RD MED INC
1,158,924$58.7B621.06%
54
BUWABIO RAD LABS INC
100,202$57.2B605.53%
55
CRLCHARLES RIV LABS INTL INC
188,385$54.6B577.68%
56
BDTXBLACK DIAMOND THERAPEUTICS I
2,243,000$54.4B575.73%
57
PACBPACIFIC BIOSIENCES CALIF IN
1,617,505$53.9B570.05%
58
EPIEURESSA PHARMA INC
1,825,814$53.0B561.18%
59
TFXTELEFLEX INCORPORATED
121,361$50.4B533.47%
60
RVMDREVOLUTION MEDICINES INC
1,065,770$48.9B517.34%
61
PENPENUMBRA INC
179,875$48.7B514.95%
62
MOHMOLINA HEALTHCARE INC
205,234$48.0B507.60%
63
TNDMTANDEM DIABETES CARE INC
527,134$46.5B492.19%
64
TDOCTELADOC HEALTH INC
254,577$46.3B489.54%
65
GHGUARDANT HEALTH INC
302,866$46.2B489.15%
66
MERSANA THERAPEUTICS INC
2,850,010$46.1B487.89%
67
ABMDEURABIOMED INC
142,684$45.5B481.17%
68
BEAMBEAM THERAPEUTICS INC
566,821$45.4B480.01%
69
ZBHZIMMER BIOMET HOLDINGS INC
280,082$44.8B474.38%
70
IDXXIDEXX LABS INC
91,249$44.6B472.40%
71
AMGNAMGEN INC
176,440$43.9B464.47%
72
OMCLOMNICELL INC
327,919$42.6B450.58%
73
ABBVABBVIE INC
384,100$41.6B439.79%
74
TXG10X GENOMICS INC
229,039$41.5B438.62%
75
GKOSGLAUKOS CORP
489,342$41.1B434.53%
76
QTRXQUANTERIX CORP
697,432$40.8B431.45%
77
BAXBAXTER INTL INC
474,623$40.0B423.53%
78
GMEDGLOBUS MED INC
647,509$39.9B422.49%
79
VEEVVEEVA SYS INC
152,800$39.9B422.33%
80
DVADAVITA INC
367,600$39.6B419.15%
81
MDTMEDTRONIC PLC
332,522$39.3B415.60%
82
NEONEOGENOMICS INC
787,953$38.0B402.08%
83
HZNPHORIZON THERAPEUTICS PUB L
408,500$37.6B397.80%
84
HCATHEALTH CATALYST INC
741,855$34.7B367.10%
85
ATRCATRICURE INC
497,712$32.6B345.02%
86
AMWLAMERICAN WELL CORP
1,868,433$32.5B343.38%
87
1LIFE HEALTHCARE INC
823,135$32.2B340.35%
88
PHRPHREESIA INC
613,013$31.9B337.91%
89
TMDXTRANSMEDICS GROUP INC
742,200$30.8B325.81%
90
3M4MASIMO CORP
126,196$29.0B306.64%
91
EXASEXACT SCIENCES CORP
218,140$28.7B304.14%
92
HCMHUTCHISON CHINA MEDITECH LTD
975,488$27.6B291.57%
93
KZRKEZAR LIFE SCIENCES INC
4,533,148$27.0B285.86%
94
OPCHOPTION CARE HEALTH INC
1,508,320$26.8B283.11%
95
COOCOOPER COS INC
69,367$26.6B281.89%
96
NVROEURNEVRO CORP
181,013$25.3B267.16%
97
ILMNILLUMINA INC
60,918$23.4B247.54%
98
ONCBEIGENE LTD
59,700$20.8B219.86%
99
NUANEURNUANCE COMMUNICATIONS INC
468,885$20.5B216.49%
100
EARGO INC
387,857$19.4B204.97%
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