Bellevue Group AG Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$6.3B
Holdings
215
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (215 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISIIONIS PHARMACEUTICALS INC | 8,431,820 | $509.4B | 8075.69% | |
| 2 | NBIXNEUROCRINE BIOSCIENCES INC | 3,318,374 | $356.7B | 5655.13% | |
| 3 | INCYINCYTE CORP | 3,517,000 | $307.1B | 4868.95% | |
| 4 | VRTXVERTEX PHARMACEUTICALS INC | 1,389,289 | $304.2B | 4822.67% | |
| 5 | ESPRESPERION THERAPEUTICS INC NEW | 4,525,010 | $269.8B | 4277.93% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 1,864,783 | $214.8B | 3405.00% | |
| 7 | AGIOAGIOS PHARMACEUTICALS INC | 3,924,954 | $187.4B | 2971.38% | |
| 8 | ARGXARGENX SE | 967,989 | $156.1B | 2474.39% | |
| 9 | ALXNALEXION PHARMACEUTICALS INC | 1,388,928 | $150.2B | 2381.52% | |
| 10 | HALOHALOZYME THERAPEUTICS INC | 8,036,856 | $142.5B | 2259.14% | |
| 11 | —RADIUS HEALTH INC | 6,942,385 | $140.0B | 2218.96% | |
| 12 | BMYBRISTOL MYERS SQUIBB CO | 2,089,242 | $134.1B | 2126.20% | |
| 13 | ABTABBOTT LABS | 1,325,420 | $115.1B | 1825.25% | |
| 14 | ISRGINTUITIVE SURGICAL INC | 176,276 | $104.2B | 1652.12% | |
| 15 | ELVANTHEM INC | 325,174 | $98.2B | 1557.09% | |
| 16 | MRNAMODERNA INC | 4,935,081 | $96.5B | 1530.42% | |
| 17 | MDTMEDTRONIC PLC | 848,330 | $96.2B | 1525.87% | |
| 18 | —MYOKARDIA INC | 1,306,313 | $95.2B | 1509.50% | |
| 19 | SG7SAGE THERAPEUTICS INC | 1,308,854 | $94.5B | 1498.02% | |
| 20 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 715,176 | $88.6B | 1405.08% | |
| 21 | HUMHUMANA INC | 227,447 | $83.4B | 1321.69% | |
| 22 | ITCIEURINTRA CELLULAR THERAPIES INC | 2,366,000 | $81.2B | 1287.01% | |
| 23 | UNHUNITEDHEALTH GROUP INC | 275,210 | $80.9B | 1282.72% | |
| 24 | AFWALIGN TECHNOLOGY INC | 278,703 | $77.8B | 1232.98% | |
| 25 | —MYOVANT SCIENCES LTD | 4,815,109 | $74.7B | 1184.80% | |
| 26 | NKTREURNEKTAR THERAPEUTICS | 3,416,998 | $73.8B | 1169.36% | |
| 27 | ILMNILLUMINA INC | 221,667 | $73.5B | 1165.87% | |
| 28 | BSXBOSTON SCIENTIFIC CORP | 1,578,621 | $71.4B | 1131.77% | |
| 29 | EX9EXELIXIS INC | 3,930,700 | $69.3B | 1098.06% | |
| 30 | BDXBECTON DICKINSON & CO | 252,012 | $68.5B | 1086.66% | |
| 31 | CICIGNA CORP NEW | 319,146 | $65.3B | 1034.69% | |
| 32 | MGNXMACROGENICS INC | 5,873,356 | $63.9B | 1013.13% | |
| 33 | TDOCTELADOC HEALTH INC | 750,045 | $62.8B | 995.56% | |
| 34 | JAZZJAZZ PHARMACEUTICALS PLC | 381,303 | $56.9B | 902.45% | |
| 35 | DHRDANAHER CORPORATION | 366,593 | $56.3B | 892.05% | |
| 36 | —AKCEA THERAPEUTICS INC | 3,162,643 | $53.6B | 849.40% | |
| 37 | ARVNARVINAS INC | 1,241,903 | $51.0B | 809.05% | |
| 38 | EWEDWARDS LIFESCIENCES CORP | 202,743 | $47.3B | 749.88% | |
| 39 | CNCCENTENE CORP DEL | 740,611 | $46.6B | 738.21% | |
| 40 | BAXBAXTER INTL INC | 539,675 | $45.1B | 715.48% | |
| 41 | CRSPCRISPR THERAPEUTICS AG | 730,462 | $44.5B | 705.35% | |
| 42 | CRLCHARLES RIV LABS INTL INC | 283,098 | $43.2B | 685.64% | |
| 43 | IM8NINSMED INC | 1,583,560 | $37.8B | 599.53% | |
| 44 | VYGRVOYAGER THERAPEUTICS INC | 2,704,283 | $37.7B | 598.11% | |
| 45 | HCAHCA HEALTHCARE INC | 252,628 | $37.3B | 592.02% | |
| 46 | SRRKSCHOLAR ROCK HOLDING CORP | 2,634,466 | $34.7B | 550.50% | |
| 47 | SYKSTRYKER CORP | 161,255 | $33.9B | 536.73% | |
| 48 | FIXXEURHOMOLOGY MEDICINES INC | 1,612,122 | $33.4B | 529.08% | |
| 49 | GBYSANGAMO THERAPEUTICS INC | 3,850,000 | $32.2B | 510.91% | |
| 50 | ZBHZIMMER BIOMET HLDGS INC | 215,032 | $32.2B | 510.29% | |
| 51 | EVHEVOLENT HEALTH INC | 3,548,613 | $32.1B | 509.16% | |
| 52 | PACBPACIFIC BIOSIENCES CALIF IN | 5,734,309 | $29.5B | 467.29% | |
| 53 | TFXTELEFLEX INC | 74,719 | $28.1B | 445.94% | |
| 54 | HRCHILL ROM HLDGS INC | 237,286 | $26.9B | 427.10% | |
| 55 | CDNACAREDX INC | 1,176,730 | $25.4B | 402.42% | |
| 56 | QDELUSDQUIDEL CORP | 337,528 | $25.3B | 401.51% | |
| 57 | GKOSGLAUKOS CORP | 402,148 | $21.9B | 347.29% | |
| 58 | TMOTHERMO FISHER SCIENTIFIC INC | 64,797 | $21.1B | 333.75% | |
| 59 | HCMHUTCHISON CHINA MEDITECH LTD | 817,817 | $20.5B | 325.06% | |
| 60 | GMEDGLOBUS MED INC | 337,837 | $19.9B | 315.38% | |
| 61 | INSPINSPIRE MED SYS INC | 263,217 | $19.5B | 309.68% | |
| 62 | WVEWAVE LIFE SCIENCES LTD | 2,402,858 | $19.3B | 305.34% | |
| 63 | GTHXEURG1 THERAPEUTICS INC | 721,925 | $19.1B | 302.50% | |
| 64 | —MOLECULAR TEMPLATES INC | 1,295,687 | $18.1B | 287.28% | |
| 65 | MOHMOLINA HEALTHCARE INC | 130,619 | $17.7B | 281.00% | |
| 66 | PODDINSULET CORP | 101,430 | $17.4B | 275.31% | |
| 67 | BUWABIO RAD LABS INC | 46,785 | $17.3B | 274.47% | |
| 68 | DC4DEXCOM INC | 78,475 | $17.2B | 272.16% | |
| 69 | —WRIGHT MED GROUP NV | 560,311 | $17.1B | 270.76% | |
| 70 | OMCLOMNICELL INC | 196,339 | $16.0B | 254.38% | |
| 71 | CVSCVS HEALTH CORP | 207,279 | $15.4B | 244.14% | |
| 72 | —HMS HLDGS CORP | 517,377 | $15.3B | 242.79% | |
| 73 | IARTINTEGRA LIFESCIENCES HLDGS C | 257,772 | $15.0B | 238.18% | |
| 74 | ABMDEURABIOMED INC | 87,839 | $15.0B | 237.56% | |
| 75 | —INTERSECT ENT INC | 570,902 | $14.2B | 225.37% | |
| 76 | CHNGUSDCHANGE HEALTHCARE INC | 863,922 | $14.2B | 224.50% | |
| 77 | HOLXHOLOGIC INC | 261,779 | $13.7B | 216.68% | |
| 78 | SUPNSUPERNUS PHARMACEUTICALS INC | 575,600 | $13.7B | 216.46% | |
| 79 | COOCOOPER COS INC | 41,535 | $13.3B | 211.58% | |
| 80 | NVROEURNEVRO CORP | 109,705 | $12.9B | 204.44% | |
| 81 | 3M4MASIMO CORP | 79,049 | $12.5B | 198.08% | |
| 82 | IDXXIDEXX LABS INC | 47,461 | $12.4B | 196.48% | |
| 83 | TNDMTANDEM DIABETES CARE INC | 200,147 | $11.9B | 189.16% | |
| 84 | RMERESMED INC | 75,810 | $11.7B | 186.26% | |
| 85 | —GENMARK DIAGNOSTICS INC | 2,441,241 | $11.7B | 186.16% | |
| 86 | HZNPHORIZON THERAPEUTICS PUB LTD | 315,700 | $11.4B | 181.18% | |
| 87 | PENPENUMBRA INC | 68,855 | $11.3B | 179.33% | |
| 88 | —OXFORD IMMUNOTEC GLOBAL PLC | 637,972 | $10.6B | 167.90% | |
| 89 | QTRXQUANTERIX CORP | 435,217 | $10.3B | 163.05% | |
| 90 | TXG10X GENOMICS INC | 129,127 | $9.8B | 156.10% | |
| 91 | TRHCEURTABULA RASA HEALTHCARE INC | 201,635 | $9.8B | 155.63% | |
| 92 | AMGNAMGEN INC | 40,350 | $9.7B | 154.22% | |
| 93 | LIVNLIVANOVA PLC | 126,639 | $9.6B | 151.44% | |
| 94 | INGNINOGEN INC | 137,787 | $9.4B | 149.27% | |
| 95 | XRAYDENTSPLY SIRONA INC | 166,039 | $9.4B | 148.97% | |
| 96 | IRTCIRHYTHM TECHNOLOGIES INC | 136,563 | $9.3B | 147.43% | |
| 97 | SWAVUSDSHOCKWAVE MED INC | 210,758 | $9.3B | 146.75% | |
| 98 | AMEDAMEDISYS INC | 53,365 | $8.9B | 141.23% | |
| 99 | —CIDARA THERAPEUTICS INC | 2,295,272 | $8.8B | 139.74% | |
| 100 | GHGUARDANT HEALTH INC | 110,136 | $8.6B | 136.44% |
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