Bellevue Group AG Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$6.2B

Holdings

163

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (163 positions)

#StockSharesValue% PortfolioType
1
ARGXARGENX SE
632,829$343.0B5557.50%
2
ISIIONIS PHARMACEUTICALS INC
7,874,400$315.4B5110.44%
3
VRTXVERTEX PHARMACEUTICALS INC
571,406$265.7B4305.29%
4
ISRGINTUITIVE SURGICAL INC
496,775$244.1B3953.76%
5
ALNYALNYLAM PHARMACEUTICALS INC
809,095$222.5B3605.03%
6
RVMDREVOLUTION MEDICINES INC
4,871,360$220.9B3578.96%
7
NBIXNEUROCRINE BIOSCIENCES INC
1,863,800$214.7B3479.02%
8
BSXBOSTON SCIENTIFIC CORP
2,452,797$205.5B3329.93%
9
ABTABBOTT LABS
1,743,938$198.8B3221.10%
10
SYKSTRYKER CORPORATION
526,607$190.2B3082.03%
11
ITCIEURINTRA-CELLULAR THERAPIES INC
2,485,627$181.9B2946.45%
12
AGIOAGIOS PHARMACEUTICALS INC
3,735,915$166.0B2689.08%
13
INCYINCYTE CORP
2,150,551$142.2B2302.93%
14
UNHUNITEDHEALTH GROUP INC
225,550$131.9B2136.44%
15
MRNAMODERNA INC
1,600,836$107.0B1733.20%
16
TCE2CELLDEX THERAPEUTICS INC NEW
3,071,615$104.4B1691.41%
17
BHVNBIOHAVEN LTD
2,040,853$102.0B1652.16%
18
EXASEXACT SCIENCES CORP
1,449,465$98.7B1599.60%
19
CDNACAREDX INC
3,145,456$98.2B1591.17%
20
PODDINSULET CORP
421,479$98.1B1589.26%
21
MDTMEDTRONIC PLC
1,008,633$90.8B1471.13%
22
BDXBECTON DICKINSON & CO
337,633$81.4B1318.78%
23
TNDMTANDEM DIABETES CARE INC
1,850,891$78.5B1271.68%
24
EVHEVOLENT HEALTH INC
2,670,050$75.5B1223.29%
25
EWEDWARDS LIFESCIENCES CORP
1,134,076$74.8B1212.41%
26
DC4DEXCOM INC
1,017,038$68.2B1104.59%
27
ARVNARVINAS INC
2,386,600$58.8B952.30%
28
PENPENUMBRA INC
272,683$53.0B858.39%
29
RLAYRELAY THERAPEUTICS INC
7,377,184$52.2B846.16%
30
OPCHOPTION CARE HEALTH INC
1,654,878$51.8B839.15%
31
GEHCGE HEALTHCARE TECHNOLOGIES I
531,967$49.9B808.81%
32
PRCTPROCEPT BIOROBOTICS CORP
612,691$49.1B795.27%
33
EPIEURESSA PHARMA INC
7,879,583$47.8B773.58%
34
ZBHZIMMER BIOMET HOLDINGS INC
432,805$46.7B756.91%
35
HCAHCA HEALTHCARE INC
114,525$46.5B754.08%
36
ELVELEVANCE HEALTH INC
89,328$46.5B752.52%
37
IDXXIDEXX LABS INC
91,279$46.1B747.10%
38
COOCOOPER COS INC
397,373$43.8B710.33%
39
SRPTSAREPTA THERAPEUTICS INC
344,348$43.0B696.71%
40
EX9EXELIXIS INC
1,600,000$41.5B672.65%
41
INSPINSPIRE MED SYS INC
195,080$41.2B667.00%
42
CITHE CIGNA GROUP
118,407$41.0B664.56%
43
LLYELI LILLY & CO
44,246$39.2B635.05%
44
RMERESMED INC
160,128$39.1B633.29%
45
IM8NINSMED INC
525,434$38.4B621.40%
46
EWTXEDGEWISE THERAPEUTICS INC
1,428,929$38.1B617.86%
47
IMCRIMMUNOCORE HLDGS PLC
1,205,464$37.5B607.94%
48
BEAMBEAM THERAPEUTICS INC
1,518,121$37.2B602.56%
49
BDTXBLACK DIAMOND THERAPEUTICS I
8,517,839$37.1B600.27%
50
AFWALIGN TECHNOLOGY INC
143,996$36.6B593.28%
51
CSTLCASTLE BIOSCIENCES INC
1,262,030$36.0B583.11%
52
VRNAVERONA PHARMA PLC
1,220,059$35.1B568.66%
53
VEEVVEEVA SYS INC
163,512$34.3B555.94%
54
GMEDGLOBUS MED INC
469,798$33.6B544.49%
55
WVEWAVE LIFE SCIENCES LTD
4,094,458$33.6B543.93%
56
TMOTHERMO FISHER SCIENTIFIC INC
53,623$33.2B537.37%
57
AXSMAXSOME THERAPEUTICS INC
367,181$33.0B534.59%
58
MGNXMACROGENICS INC
9,929,963$32.7B529.27%
59
SG7SAGE THERAPEUTICS INC
4,460,693$32.2B521.76%
60
IQVIQVIA HLDGS INC
129,827$30.8B498.41%
61
ANNXANNEXON INC
5,157,290$30.5B494.62%
62
DHRDANAHER CORPORATION
105,590$29.4B475.59%
63
CRSPCRISPR THERAPEUTICS AG
610,000$28.7B464.27%
64
REGNREGENERON PHARMACEUTICALS
26,776$28.1B456.01%
65
GPCRSTRUCTURE THERAPEUTICS INC
629,758$27.6B447.78%
66
TMDXTRANSMEDICS GROUP INC
169,844$26.7B432.00%
67
NEONEOGENOMICS INC
1,612,612$23.8B385.35%
68
MOHMOLINA HEALTHCARE INC
67,562$23.3B377.14%
69
BMRNBIOMARIN PHARMACEUTICAL INC
330,976$23.3B376.89%
70
STESTERIS PLC
91,282$22.1B358.67%
71
HOLXHOLOGIC INC
247,864$20.2B327.11%
72
SIBNSI-BONE INC
1,444,109$20.2B327.07%
73
PRVAPRIVIA HEALTH GROUP INC
1,059,171$19.3B312.47%
74
MCKMCKESSON CORP
35,742$17.7B286.29%
75
NTRANATERA INC
138,459$17.6B284.76%
76
SRRKSCHOLAR ROCK HLDG CORP
2,161,203$17.3B280.45%
77
FATEFATE THERAPEUTICS INC
4,839,779$16.9B274.42%
78
ESPRESPERION THERAPEUTICS INC NE
9,944,064$16.4B265.81%
79
ABGCENCORA INC
72,053$16.2B262.74%
80
BUWABIO RAD LABS INC
46,151$15.4B250.16%
81
ASTHASTRANA HEALTH INC
254,182$14.7B238.59%
82
CRLCHARLES RIV LABS INTL INC
73,115$14.4B233.31%
83
ONCBEIGENE LTD
58,729$13.2B213.61%
84
GBIOGBXGENERATION BIO CO
3,918,856$9.7B156.81%
85
PHRPHREESIA INC
422,406$9.6B155.96%
86
HUMHUMANA INC
28,440$9.0B145.94%
87
TERNTERNS PHARMACEUTICALS INC
1,042,135$8.7B140.81%
88
OMCLOMNICELL COM
197,714$8.6B139.65%
89
ABBVABBVIE INC
42,886$8.5B137.20%
90
JNJJOHNSON & JOHNSON
51,242$8.3B134.53%
91
LEGNLEGEND BIOTECH CORP
169,134$8.2B133.52%
92
GKOSGLAUKOS CORP
62,983$8.2B132.93%
93
AMGNAMGEN INC
25,152$8.1B131.29%
94
CNCCENTENE CORP DEL
86,708$6.5B105.75%
95
TXG10X GENOMICS INC
281,881$6.4B103.11%
96
ILMNILLUMINA INC
45,196$5.9B95.49%
97
ALTALTIMMUNE INC
863,660$5.3B85.91%
98
MRKMERCK & CO INC
42,233$4.8B77.70%
99
WAYWAYSTAR HLDG CORP
150,202$4.2B67.87%
100
PFEPFIZER INC
141,075$4.1B66.14%
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