Bellevue Group AG Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$9.9B

Holdings

219

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (219 positions)

#StockSharesValue% PortfolioType
1
MRNAMODERNA INC
1,727,349$664.8B6746.38%
2
VRTXVERTEX PHARMACEUTICALS INC
1,761,616$319.5B3242.75%
3
ISIIONIS PHARMACEUTICALS INC
9,347,926$313.5B3181.75%
4
ARGXARGENX SE
983,938$297.1B3015.52%
5
NBIXNEUROCRINE BIOSCIENCES INC
3,004,051$288.1B2923.89%
6
ALNYALNYLAM PHARMACEUTICALS INC
1,408,418$265.9B2698.65%
7
INCYINCYTE CORP
2,957,000$203.4B2063.97%
8
ISRGINTUITIVE SURGICAL INC
203,595$202.4B2054.03%
9
AGIOAGIOS PHARMACEUTICALS INC
4,341,992$200.4B2033.52%
10
FATEFATE THERAPEUTICS INC
3,238,036$191.9B1947.62%
11
ARVNARVINAS INC
2,241,403$184.2B1869.29%
12
MGNXMACROGENICS INC
8,544,597$178.9B1815.75%
13
ELVANTHEM INC
475,210$177.2B1797.83%
14
ABTABBOTT LABS
1,387,499$163.9B1663.34%
15
BIIBBIOGEN INC
527,000$149.1B1513.46%
16
DC4DEXCOM INC
263,839$144.3B1464.21%
17
SG7SAGE THERAPEUTICS INC
3,209,004$142.2B1442.98%
18
ITCIEURINTRA-CELLULAR THERAPIES INC
3,773,919$140.7B1427.76%
19
DHRDANAHER CORPORATION
456,679$139.0B1410.91%
20
UNHUNITEDHEALTH GROUP INC
337,982$132.1B1340.20%
21
MYOVANT SCIENCES LTD
5,769,039$129.5B1313.76%
22
BSXBOSTON SCIENTIFIC CORP
2,967,127$128.7B1306.52%
23
TNDMTANDEM DIABETES CARE INC
1,034,519$123.5B1253.30%
24
HUMHUMANA INC
312,762$121.7B1235.16%
25
RLAYRELAY THERAPEUTICS INC
3,755,962$118.4B1201.81%
26
BDXBECTON DICKINSON & CO
455,572$112.0B1136.49%
27
SYKSTRYKER CORPORATION
422,332$111.4B1130.27%
28
CRSPCRISPR THERAPEUTICS AG
974,684$109.1B1107.13%
29
PODDINSULET CORP
382,994$108.9B1104.71%
30
AXNX*AXONICS INC
1,608,794$104.7B1062.68%
31
AFWALIGN TECHNOLOGY INC
157,031$104.5B1060.41%
32
JAZZJAZZ PHARMACEUTICALS PLC
769,238$100.2B1016.46%
33
EWEDWARDS LIFESCIENCES CORP
869,951$98.5B999.46%
34
INSPINSPIRE MED SYS INC
421,058$98.1B995.09%
35
RADIUS HEALTH INC
7,768,714$96.4B978.39%
36
SWAVUSDSHOCKWAVE MED INC
464,247$95.6B969.95%
37
RVMDREVOLUTION MEDICINES INC
3,458,805$95.2B965.62%
38
EVHEVOLENT HEALTH INC
3,032,678$94.0B954.06%
39
IM8NINSMED INC
3,385,645$93.2B946.23%
40
HCAHCA HEALTHCARE INC
341,473$82.9B841.10%
41
NKTREURNEKTAR THERAPEUTICS
4,594,656$82.5B837.42%
42
ACCDEURACCOLADE INC
1,860,203$78.4B796.07%
43
BMYBRISTOL-MYERS SQUIBB CO
1,302,934$77.1B782.37%
44
SRRKSCHOLAR ROCK HLDG CORP
2,294,425$75.8B768.85%
45
BAXBAXTER INTL INC
923,223$74.3B753.55%
46
IDXXIDEXX LABS INC
118,120$73.5B745.48%
47
MOLECULAR TEMPLATES INC
10,878,003$73.0B740.73%
48
CNCCENTENE CORP DEL
1,154,545$71.9B730.06%
49
REGNREGENERON PHARMACEUTICALS
106,410$64.4B653.51%
50
HOLXHOLOGIC INC
870,662$64.3B652.16%
51
HRCHILL-ROM HLDGS INC
420,716$63.1B640.42%
52
OPCHOPTION CARE HEALTH INC
2,595,814$63.0B639.07%
53
GBIOGBXGENERATION BIO CO
2,472,180$62.0B628.95%
54
EX9EXELIXIS INC
2,859,000$60.4B613.35%
55
OMCLOMNICELL INC
393,583$58.4B592.86%
56
GMEDGLOBUS MED INC
729,420$55.9B567.16%
57
PENPENUMBRA INC
205,692$54.8B556.29%
58
ESPRESPERION THERAPEUTICS INC NE
4,519,164$54.5B552.62%
59
BEAMBEAM THERAPEUTICS INC
612,821$53.3B541.11%
60
VCRAUSDVOCERA COMMUNICATONS INC
1,154,041$52.8B535.92%
61
SRPTSAREPTA THERAPEUTICS INC
569,168$52.6B534.17%
62
VEEVVEEVA SYS INC
174,551$50.3B510.45%
63
TMOTHERMO FISHER SCIENTIFIC INC
86,879$49.6B503.73%
64
ABMDEURABIOMED INC
151,178$49.2B499.40%
65
IQVIQVIA HLDGS INC
190,620$45.7B463.38%
66
MOHMOLINA HEALTHCARE INC
168,255$45.6B463.25%
67
HZNPHORIZON THERAPEUTICS PUB L
416,200$45.6B462.67%
68
ADPTADAPTIVE BIOTECHNOLOGIES COR
1,336,023$45.4B460.84%
69
AMEDAMEDISYS INC
302,798$45.1B458.17%
70
CICIGNA CORP NEW
217,812$43.6B442.43%
71
SILKSILK RD MED INC
781,660$43.0B436.52%
72
MDTMEDTRONIC PLC
339,125$42.5B431.39%
73
GHGUARDANT HEALTH INC
339,894$42.5B431.20%
74
PACBPACIFIC BIOSIENCES CALIF IN
1,643,159$42.0B426.05%
75
ZBHZIMMER BIOMET HOLDINGS INC
280,082$41.0B416.00%
76
EXASEXACT SCIENCES CORP
429,273$41.0B415.81%
77
EPIEURESSA PHARMA INC
5,034,814$40.3B408.76%
78
MERSANA THERAPEUTICS INC
4,261,000$40.2B407.76%
79
KZRKEZAR LIFE SCIENCES INC
4,533,148$39.2B397.46%
80
PHRPHREESIA INC
622,542$38.4B389.80%
81
HALOHALOZYME THERAPEUTICS INC
921,500$37.5B380.43%
82
HCMHUTCHMED CHINA LTD
1,006,147$36.8B373.81%
83
TFXTELEFLEX INCORPORATED
97,818$36.8B373.79%
84
HCATHEALTH CATALYST INC
727,233$36.4B369.08%
85
3M4MASIMO CORP
127,713$34.6B350.85%
86
BUWABIO RAD LABS INC
46,015$34.3B348.34%
87
TXG10X GENOMICS INC
232,672$33.9B343.74%
88
COOCOOPER COS INC
74,266$30.7B311.50%
89
ABBVABBVIE INC
282,900$30.5B309.68%
90
QTRXQUANTERIX CORP
593,819$29.6B300.04%
91
BDTXBLACK DIAMOND THERAPEUTICS I
3,463,000$29.3B297.31%
92
ATRCATRICURE INC
418,016$29.1B295.04%
93
ILMNILLUMINA INC
70,130$28.4B288.67%
94
TDOCTELADOC HEALTH INC
215,906$27.4B277.85%
95
NEONEOGENOMICS INC
561,683$27.1B274.98%
96
CRLCHARLES RIV LABS INTL INC
63,329$26.1B265.21%
97
NVROEURNEVRO CORP
214,956$25.0B253.88%
98
AXSMAXSOME THERAPEUTICS INC
752,945$24.8B251.85%
99
RMERESMED INC
88,145$23.2B235.75%
100
OMGBPOUTSET MED INC
457,060$22.6B229.32%
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