Bellevue Group AG Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$7.0B
Holdings
176
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISIIONIS PHARMACEUTICALS INC | 9,463,400 | $418.6B | 6007.25% | |
| 2 | VRTXVERTEX PHARMACEUTICALS INC | 1,158,126 | $335.3B | 4812.55% | |
| 3 | ARGXARGENX SE | 919,346 | $331.9B | 4762.82% | |
| 4 | NBIXNEUROCRINE BIOSCIENCES INC | 2,855,146 | $303.2B | 4352.17% | |
| 5 | ALNYALNYLAM PHARMACEUTICALS INC | 956,762 | $191.5B | 2748.48% | |
| 6 | MRNAMODERNA INC | 1,559,801 | $184.4B | 2647.18% | |
| 7 | INCYINCYTE CORP | 2,744,277 | $182.9B | 2624.66% | |
| 8 | ISRGINTUITIVE SURGICAL INC | 898,092 | $168.3B | 2415.98% | |
| 9 | ITCIEURINTRA-CELLULAR THERAPIES INC | 3,329,279 | $154.9B | 2223.29% | |
| 10 | AXNX*AXONICS INC | 2,193,200 | $154.5B | 2217.22% | |
| 11 | ABTABBOTT LABS | 1,569,851 | $151.9B | 2180.05% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 296,754 | $149.9B | 2150.98% | |
| 13 | BSXBOSTON SCIENTIFIC CORP | 3,804,047 | $147.3B | 2114.49% | |
| 14 | SG7SAGE THERAPEUTICS INC | 2,970,678 | $116.3B | 1669.60% | |
| 15 | AGIOAGIOS PHARMACEUTICALS INC | 4,058,792 | $114.8B | 1647.36% | |
| 16 | JAZZJAZZ PHARMACEUTICALS PLC | 823,839 | $109.8B | 1575.99% | |
| 17 | —MYOVANT SCIENCES LTD | 5,912,639 | $106.2B | 1524.05% | |
| 18 | ARVNARVINAS INC | 2,190,762 | $97.5B | 1398.84% | |
| 19 | SYKSTRYKER CORPORATION | 476,932 | $96.6B | 1386.37% | |
| 20 | DHRDANAHER CORPORATION | 367,435 | $94.9B | 1362.08% | |
| 21 | RLAYRELAY THERAPEUTICS INC | 4,204,820 | $94.1B | 1349.98% | |
| 22 | RVMDREVOLUTION MEDICINES INC | 4,680,162 | $92.3B | 1324.59% | |
| 23 | ELVELEVANCE HEALTH INC | 202,492 | $92.0B | 1320.08% | |
| 24 | PODDINSULET CORP | 373,953 | $85.8B | 1231.19% | |
| 25 | EWEDWARDS LIFESCIENCES CORP | 1,025,715 | $84.8B | 1216.40% | |
| 26 | FATEFATE THERAPEUTICS INC | 3,746,086 | $84.0B | 1204.85% | |
| 27 | SRPTSAREPTA THERAPEUTICS INC | 755,898 | $83.6B | 1199.21% | |
| 28 | OPCHOPTION CARE HEALTH INC | 2,629,172 | $82.7B | 1187.48% | |
| 29 | MOHMOLINA HEALTHCARE INC | 240,590 | $79.4B | 1138.92% | |
| 30 | SWAVUSDSHOCKWAVE MEDICAL INC | 276,132 | $76.8B | 1102.00% | |
| 31 | TNDMTANDEM DIABETES CARE INC | 1,566,015 | $74.9B | 1075.44% | |
| 32 | BDXBECTON DICKINSON & CO | 334,838 | $74.6B | 1070.83% | |
| 33 | INSPINSPIRE MEDICAL SYSTEMS INC | 401,768 | $71.3B | 1022.75% | |
| 34 | DC4DEXCOM INC | 860,460 | $69.3B | 994.61% | |
| 35 | IM8NINSMED INC | 3,214,704 | $69.2B | 993.80% | |
| 36 | APLSAPELLIS PHARMACEUTICALS INC | 1,007,444 | $68.8B | 987.55% | |
| 37 | EVHEVOLENT HEALTH INC | 1,869,055 | $67.2B | 963.81% | |
| 38 | HUMHUMANA INC | 134,206 | $65.1B | 934.53% | |
| 39 | CRSPCRISPR THERAPEUTICS AG | 928,305 | $60.7B | 870.65% | |
| 40 | AMEDAMEDISYS INC | 598,934 | $58.0B | 832.00% | |
| 41 | HCAHCA HEALTHCARE INC | 285,789 | $52.5B | 753.84% | |
| 42 | CICIGNA CORP NEW | 188,701 | $52.4B | 751.46% | |
| 43 | CRLCHARLES RIV LABS INC | 262,993 | $51.8B | 742.82% | |
| 44 | TCE2CELLDEX THERAPEUTICS INC | 1,800,000 | $50.6B | 726.18% | |
| 45 | MDTMEDTRONIC PLC | 615,926 | $49.7B | 713.81% | |
| 46 | SILKSILK ROAD MEDICAL INC | 1,047,356 | $47.1B | 676.42% | |
| 47 | CDNACAREDX INC | 2,601,446 | $44.3B | 635.46% | |
| 48 | BUWABIO RAD LABS INC | 101,818 | $42.5B | 609.56% | |
| 49 | EX9EXELIXIS INC | 2,673,500 | $41.9B | 601.65% | |
| 50 | CNCCENTENE CORP DEL | 528,440 | $41.1B | 590.12% | |
| 51 | ABMDEURABIOMED INC | 166,355 | $40.9B | 586.52% | |
| 52 | ACCDEURACCOLADE INC | 3,571,870 | $40.8B | 585.42% | |
| 53 | GMEDGLOBUS MEDICAL INC | 647,163 | $38.6B | 553.28% | |
| 54 | OMGBPOUTSET MEDICAL INC | 2,417,456 | $38.5B | 552.69% | |
| 55 | HALOHALOZYME THERAPEUTICS INC | 930,500 | $36.8B | 528.04% | |
| 56 | EXASEXACT SCIENCES CORP | 1,129,653 | $36.7B | 526.75% | |
| 57 | TMOTHERMO FISHER SCIENTIFIC INC | 72,144 | $36.6B | 525.15% | |
| 58 | OMCLOMNICELL INC | 414,284 | $36.1B | 517.46% | |
| 59 | PENPENUMBRA INC | 189,774 | $36.0B | 516.40% | |
| 60 | IDXXIDEXX LABORATORIES INC | 108,822 | $35.5B | 508.84% | |
| 61 | PFEPFIZER INC | 767,300 | $33.6B | 481.90% | |
| 62 | PACBPACIFIC BIOSCIENCES OF CALIF | 5,439,551 | $31.6B | 453.19% | |
| 63 | HRMYHARMONY BIOSCIENCES HOLDINGS | 657,188 | $29.1B | 417.74% | |
| 64 | IQVIQVIA HOLDINGS INC | 160,227 | $29.0B | 416.55% | |
| 65 | ESPRESPERION THERAPEUTICS INC | 4,225,264 | $28.3B | 406.29% | |
| 66 | ZBHZIMMER BIOMET HOLDINGS INC | 265,270 | $27.7B | 398.04% | |
| 67 | —MERSANA THERAPEUTICS INC | 4,082,600 | $27.6B | 396.10% | |
| 68 | TMDXTRANSMEDICS GROUP INC | 653,814 | $27.3B | 391.67% | |
| 69 | BEAMBEAM THERAPEUTICS INC | 571,721 | $27.2B | 390.91% | |
| 70 | KZRKEZAR LIFE SCIENCES INC | 3,031,000 | $26.1B | 374.54% | |
| 71 | VEEVVEEVA SYSTEMS INC | 157,591 | $26.0B | 372.92% | |
| 72 | LEGNLEGEND BIOTECH CORP | 625,461 | $25.5B | 366.25% | |
| 73 | MGNXMACROGENICS INC | 7,325,514 | $25.3B | 363.77% | |
| 74 | ATRCATRICURE INC | 642,447 | $25.1B | 360.52% | |
| 75 | CSTLCASTLE BIOSCIENCES INC | 941,871 | $24.6B | 352.54% | |
| 76 | PRCTPROCEPT BIOROBOTICS CORP | 589,262 | $24.4B | 350.63% | |
| 77 | ADPTADAPTIVE BIOTECHNOLOGIES | 3,279,620 | $23.4B | 335.13% | |
| 78 | AXSMAXSOME THERAPEUTICS INC | 496,524 | $22.2B | 317.97% | |
| 79 | CVSCVS HEALTH CORP | 225,114 | $21.5B | 308.12% | |
| 80 | COOCOOPER COS INC | 81,313 | $21.5B | 307.98% | |
| 81 | AUPHAURINIA PHARMACEUTICALS INC | 2,846,457 | $21.4B | 307.20% | |
| 82 | BNTXBIONTECH SE | 153,580 | $20.7B | 297.30% | |
| 83 | GBIOGBXGENERATION BIO CO | 3,627,280 | $19.3B | 276.43% | |
| 84 | HZNPHORIZON THERAPEUTICS PUB L | 301,850 | $18.7B | 268.11% | |
| 85 | RMERESMED INC | 84,612 | $18.5B | 265.10% | |
| 86 | PRVAPRIVIA HEALTH GROUP INC | 515,030 | $17.5B | 251.76% | |
| 87 | BAXBAXTER INTL INC | 319,548 | $17.2B | 247.01% | |
| 88 | PHRPHREESIA INC | 666,419 | $17.0B | 243.70% | |
| 89 | ILMNILLUMINA INC | 85,927 | $16.4B | 235.29% | |
| 90 | WVEWAVE LIFE SCIENCES LTD | 4,494,458 | $16.2B | 232.86% | |
| 91 | HOLXHOLOGIC INC | 251,412 | $16.2B | 232.80% | |
| 92 | HCMHUTCHMED CHINA LTD | 1,758,075 | $15.9B | 228.87% | |
| 93 | AFWALIGN TECHNOLOGY INC | 74,939 | $15.5B | 222.76% | |
| 94 | SRRKSCHOLAR ROCK HOLDING CORP | 2,152,025 | $14.9B | 214.05% | |
| 95 | NVROEURNEVRO CORP | 260,835 | $12.2B | 174.45% | |
| 96 | REGNREGENERON PHARMACEUTICALS | 17,389 | $12.0B | 171.92% | |
| 97 | EPIEURESSA PHARMA INC | 5,898,583 | $10.7B | 154.08% | |
| 98 | AMGNAMGEN INC | 45,196 | $10.2B | 146.20% | |
| 99 | TDOCTELADOC HEALTH INC | 390,286 | $9.9B | 142.00% | |
| 100 | AVTRAVANTOR INC | 503,007 | $9.9B | 141.50% |
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