Bellevue Group AG Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$5.4B
Holdings
210
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (210 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISIIONIS PHARMACEUTICALS INC | 8,321,914 | $498.6B | 9272.50% | |
| 2 | NBIXNEUROCRINE BIOSCIENCES INC | 3,298,474 | $297.2B | 5527.89% | |
| 3 | INCYINCYTE CORP | 3,696,200 | $274.4B | 5102.81% | |
| 4 | VRTXVERTEX PHARMACEUTICALS INC | 1,429,139 | $242.1B | 4503.12% | |
| 5 | SG7SAGE THERAPEUTICS INC | 1,303,504 | $182.9B | 3401.06% | |
| 6 | —RADIUS HEALTH INC | 6,876,885 | $177.1B | 3293.37% | |
| 7 | ALNYALNYLAM PHARMACEUTICALS INC | 1,965,072 | $158.0B | 2939.11% | |
| 8 | ESPRESPERION THERAPEUTICS INC NEW | 4,241,461 | $155.5B | 2891.89% | |
| 9 | ALXNALEXION PHARMACEUTICALS INC | 1,366,678 | $134.0B | 2491.27% | Call |
| 10 | HALOHALOZYME THERAPEUTICS INC | 8,014,356 | $124.3B | 2311.83% | |
| 11 | AGIOAGIOS PHARMACEUTICALS INC | 3,571,554 | $115.7B | 2152.16% | |
| 12 | ARGXARGENX SE | 973,239 | $110.4B | 2052.51% | |
| 13 | CELGCELGENE CORP | 1,085,600 | $107.8B | 2004.92% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 175,645 | $94.8B | 1763.79% | |
| 15 | ABTABBOTT LABS | 1,098,114 | $91.9B | 1708.80% | |
| 16 | MDTMEDTRONIC PLC | 807,638 | $87.7B | 1631.56% | |
| 17 | —ALDER BIOPHARMACEUTICALS INC | 4,492,466 | $84.7B | 1575.80% | |
| 18 | TDOCTELADOC HEALTH INC | 1,139,057 | $77.1B | 1434.62% | |
| 19 | MRNAMODERNA INC | 4,844,081 | $77.1B | 1434.27% | |
| 20 | ELVANTHEM INC | 306,106 | $73.5B | 1366.90% | |
| 21 | EX9EXELIXIS INC | 3,858,700 | $68.2B | 1269.17% | |
| 22 | —MYOKARDIA INC | 1,292,513 | $67.4B | 1253.60% | |
| 23 | MGNXMACROGENICS INC | 5,125,564 | $65.4B | 1216.37% | |
| 24 | ILMNILLUMINA INC | 207,332 | $63.1B | 1173.09% | |
| 25 | HUMHUMANA INC | 242,673 | $62.0B | 1153.92% | |
| 26 | AFWALIGN TECHNOLOGY INC | 338,483 | $61.2B | 1138.92% | |
| 27 | NKTREURNEKTAR THERAPEUTICS | 3,172,886 | $57.8B | 1074.87% | |
| 28 | BSXBOSTON SCIENTIFIC CORP | 1,419,988 | $57.8B | 1074.59% | |
| 29 | DHRDANAHER CORPORATION | 371,763 | $53.7B | 998.62% | |
| 30 | UNHUNITEDHEALTH GROUP INC | 238,712 | $51.9B | 964.83% | |
| 31 | BDXBECTON DICKINSON & CO | 200,827 | $50.8B | 944.81% | |
| 32 | —AKCEA THERAPEUTICS INC | 3,109,911 | $47.9B | 890.13% | |
| 33 | BMYBRISTOL MYERS SQUIBB CO | 937,009 | $47.5B | 883.72% | |
| 34 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 702,176 | $46.6B | 866.61% | |
| 35 | VYGRVOYAGER THERAPEUTICS INC | 2,704,683 | $46.5B | 865.72% | |
| 36 | EWEDWARDS LIFESCIENCES CORP | 194,432 | $42.8B | 795.23% | |
| 37 | JAZZJAZZ PHARMACEUTICALS PLC | 330,227 | $42.3B | 786.99% | |
| 38 | SYKSTRYKER CORP | 188,284 | $40.7B | 757.44% | |
| 39 | —AUDENTES THERAPEUTICS INC | 1,429,604 | $40.2B | 746.87% | |
| 40 | CICIGNA CORP NEW | 239,294 | $36.3B | 675.53% | |
| 41 | GILDGILEAD SCIENCES INC | 551,600 | $35.0B | 650.20% | |
| 42 | CRSPCRISPR THERAPEUTICS AG | 837,162 | $34.3B | 638.20% | |
| 43 | GBYSANGAMO THERAPEUTICS INC | 3,650,000 | $33.0B | 614.36% | |
| 44 | WVEWAVE LIFE SCIENCES LTD | 1,552,858 | $31.9B | 592.91% | |
| 45 | BAXBAXTER INTL INC | 355,568 | $31.1B | 578.45% | |
| 46 | CNCCENTENE CORP DEL | 692,914 | $30.0B | 557.49% | |
| 47 | FIXXEURHOMOLOGY MEDICINES INC | 1,612,122 | $29.2B | 542.68% | |
| 48 | HCAHCA HEALTHCARE INC | 211,382 | $25.5B | 473.42% | |
| 49 | DC4DEXCOM INC | 168,887 | $25.2B | 468.77% | |
| 50 | GKOSGLAUKOS CORP | 402,148 | $25.1B | 467.52% | |
| 51 | —MYOVANT SCIENCES LTD | 4,815,109 | $25.0B | 465.68% | |
| 52 | ABMDEURABIOMED INC | 133,031 | $23.7B | 440.13% | |
| 53 | AMEDAMEDISYS INC | 175,658 | $23.0B | 428.00% | |
| 54 | EVHEVOLENT HEALTH INC | 3,025,022 | $21.8B | 404.51% | |
| 55 | —QIAGEN NV | 638,943 | $21.1B | 391.79% | |
| 56 | IM8NINSMED INC | 1,191,480 | $21.0B | 390.90% | |
| 57 | HRCHILL ROM HLDGS INC | 198,762 | $20.9B | 389.00% | |
| 58 | TFXTELEFLEX INC | 59,114 | $20.1B | 373.53% | |
| 59 | LIVNLIVANOVA PLC | 271,314 | $20.0B | 372.34% | |
| 60 | ZBHZIMMER BIOMET HLDGS INC | 144,373 | $19.8B | 368.58% | |
| 61 | SRRKSCHOLAR ROCK HOLDING CORP | 2,197,100 | $19.7B | 365.72% | |
| 62 | ITCIEURINTRA CELLULAR THERAPIES INC | 2,588,990 | $19.3B | 359.69% | |
| 63 | ARVNARVINAS INC | 806,403 | $17.4B | 323.20% | |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC | 57,236 | $16.7B | 310.05% | |
| 65 | —WRIGHT MED GROUP NV | 804,291 | $16.6B | 308.60% | |
| 66 | GTHXEURG1 THERAPEUTICS INC | 721,925 | $16.4B | 305.85% | |
| 67 | CDNACAREDX INC | 722,655 | $16.3B | 303.88% | |
| 68 | GMEDGLOBUS MED INC | 297,666 | $15.2B | 283.01% | |
| 69 | INSPINSPIRE MED SYS INC | 243,457 | $14.9B | 276.30% | |
| 70 | PODDINSULET CORP | 89,245 | $14.7B | 273.75% | |
| 71 | —HMS HLDGS CORP | 411,972 | $14.2B | 264.08% | |
| 72 | HCMHUTCHISON CHINA MEDITECH LTD | 788,198 | $13.8B | 256.43% | |
| 73 | —GENMARK DIAGNOSTICS INC | 2,267,252 | $13.7B | 255.54% | |
| 74 | IRTCIRHYTHM TECHNOLOGIES INC | 184,419 | $13.7B | 254.18% | |
| 75 | IARTINTEGRA LIFESCIENCES HLDGS C | 213,557 | $12.8B | 238.58% | |
| 76 | NVROEURNEVRO CORP | 145,111 | $12.5B | 232.01% | |
| 77 | OMCLOMNICELL INC | 171,646 | $12.4B | 230.71% | |
| 78 | PACBPACIFIC BIOSIENCES CALIF IN | 2,373,787 | $12.2B | 227.81% | |
| 79 | TNDMTANDEM DIABETES CARE INC | 194,736 | $11.5B | 213.62% | |
| 80 | SUPNSUPERNUS PHARMACEUTICALS INC | 416,600 | $11.4B | 212.91% | |
| 81 | AMGNAMGEN INC | 57,700 | $11.2B | 207.67% | |
| 82 | TRHCEURTABULA RASA HEALTHCARE INC | 201,693 | $11.1B | 206.09% | |
| 83 | —OXFORD IMMUNOTEC GLOBAL PLC | 637,972 | $10.6B | 197.31% | |
| 84 | CHNGUSDCHANGE HEALTHCARE INC | 863,922 | $10.4B | 194.09% | |
| 85 | 3M4MASIMO CORP | 68,392 | $10.2B | 189.26% | |
| 86 | —FITBIT INC | 2,659,944 | $10.1B | 188.48% | |
| 87 | QDELUSDQUIDEL CORP | 160,016 | $9.8B | 182.58% | |
| 88 | COOCOOPER COS INC | 31,969 | $9.5B | 176.59% | |
| 89 | MOHMOLINA HEALTHCARE INC | 85,239 | $9.4B | 173.93% | |
| 90 | IDXXIDEXX LABS INC | 34,134 | $9.3B | 172.63% | |
| 91 | ONCBEIGENE LTD | 72,100 | $9.0B | 166.99% | |
| 92 | QTRXQUANTERIX CORP | 406,101 | $8.9B | 165.86% | |
| 93 | HZNPHORIZON THERAPEUTICS PUB LTD | 323,300 | $8.8B | 163.72% | |
| 94 | HOLXHOLOGIC INC | 155,208 | $7.8B | 145.74% | |
| 95 | —INTERSECT ENT INC | 458,588 | $7.8B | 145.09% | |
| 96 | VEEVVEEVA SYS INC | 50,884 | $7.8B | 144.49% | |
| 97 | BIIBBIOGEN INC | 32,350 | $7.5B | 140.08% | |
| 98 | RMERESMED INC | 54,630 | $7.4B | 137.27% | |
| 99 | XRAYDENTSPLY SIRONA INC | 131,818 | $7.0B | 130.69% | |
| 100 | SGENEURSEATTLE GENETICS INC | 81,300 | $6.9B | 129.13% |
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