Bellevue Group AG Q4 2021 Filing
Filed February 10, 2022
Portfolio Value
$9.7B
Holdings
191
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRNAMODERNA INC | 1,709,249 | $434.1B | 4474.72% | |
| 2 | VRTXVERTEX PHARMACEUTICALS INC | 1,791,761 | $393.5B | 4055.78% | |
| 3 | ARGXARGENX SE | 997,038 | $349.2B | 3598.96% | |
| 4 | ISIIONIS PHARMACEUTICALS INC | 10,355,123 | $315.1B | 3248.01% | |
| 5 | NBIXNEUROCRINE BIOSCIENCES INC | 3,180,551 | $270.9B | 2792.23% | |
| 6 | ABTABBOTT LABS | 1,745,801 | $245.7B | 2532.64% | |
| 7 | ALNYALNYLAM PHARMACEUTICALS INC | 1,335,140 | $226.4B | 2333.79% | |
| 8 | FATEFATE THERAPEUTICS INC | 3,775,736 | $220.9B | 2277.15% | |
| 9 | INCYINCYTE CORP | 2,957,000 | $217.0B | 2237.22% | |
| 10 | ELVANTHEM INC | 455,294 | $211.0B | 2175.41% | |
| 11 | ISRGINTUITIVE SURGICAL INC | 584,463 | $210.0B | 2164.59% | |
| 12 | DHRDANAHER CORPORATION | 591,800 | $194.7B | 2006.99% | |
| 13 | ITCIEURINTRA-CELLULAR THERAPIES INC | 3,628,919 | $189.9B | 1957.82% | |
| 14 | ARVNARVINAS INC | 2,233,403 | $183.5B | 1890.97% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 312,281 | $156.8B | 1616.34% | |
| 16 | AGIOAGIOS PHARMACEUTICALS INC | 4,349,292 | $143.0B | 1473.60% | |
| 17 | TNDMTANDEM DIABETES CARE INC | 949,257 | $142.9B | 1472.78% | |
| 18 | HUMHUMANA INC | 303,697 | $140.9B | 1452.07% | |
| 19 | MGNXMACROGENICS INC | 8,560,462 | $137.4B | 1416.23% | |
| 20 | SG7SAGE THERAPEUTICS INC | 3,228,004 | $137.3B | 1415.44% | |
| 21 | DC4DEXCOM INC | 235,153 | $126.3B | 1301.50% | |
| 22 | RLAYRELAY THERAPEUTICS INC | 4,105,962 | $126.1B | 1299.74% | |
| 23 | BIIBBIOGEN INC | 525,000 | $126.0B | 1298.34% | |
| 24 | BSXBOSTON SCIENTIFIC CORP | 2,964,031 | $125.9B | 1297.86% | |
| 25 | EWEDWARDS LIFESCIENCES CORP | 921,185 | $119.3B | 1230.12% | |
| 26 | BDXBECTON DICKINSON & CO | 455,412 | $114.5B | 1180.51% | |
| 27 | JAZZJAZZ PHARMACEUTICALS PLC | 886,854 | $113.0B | 1164.61% | |
| 28 | SYKSTRYKER CORPORATION | 421,884 | $112.8B | 1162.91% | |
| 29 | AXNX*AXONICS INC | 1,872,014 | $104.8B | 1080.59% | |
| 30 | PODDINSULET CORP | 382,723 | $101.8B | 1049.64% | |
| 31 | MOHMOLINA HEALTHCARE INC | 314,582 | $100.1B | 1031.41% | |
| 32 | INSPINSPIRE MED SYS INC | 420,780 | $96.8B | 997.84% | |
| 33 | AFWALIGN TECHNOLOGY INC | 146,564 | $96.3B | 992.83% | |
| 34 | —MYOVANT SCIENCES LTD | 6,169,039 | $96.1B | 990.07% | |
| 35 | IM8NINSMED INC | 3,520,861 | $95.9B | 988.59% | |
| 36 | RVMDREVOLUTION MEDICINES INC | 3,470,162 | $87.3B | 900.31% | |
| 37 | OPCHOPTION CARE HEALTH INC | 2,924,043 | $83.2B | 857.19% | |
| 38 | KZRKEZAR LIFE SCIENCES INC | 4,918,148 | $82.2B | 847.61% | |
| 39 | AMEDAMEDISYS INC | 490,012 | $79.3B | 817.64% | |
| 40 | IDXXIDEXX LABS INC | 117,979 | $77.7B | 800.74% | |
| 41 | SWAVUSDSHOCKWAVE MED INC | 426,610 | $76.1B | 784.18% | |
| 42 | HCAHCA HEALTHCARE INC | 294,434 | $75.6B | 779.74% | |
| 43 | VCRAUSDVOCERA COMMUNICATONS INC | 1,160,613 | $75.3B | 775.69% | |
| 44 | SRPTSAREPTA THERAPEUTICS INC | 826,741 | $74.4B | 767.39% | |
| 45 | CRSPCRISPR THERAPEUTICS AG | 974,684 | $73.9B | 761.34% | |
| 46 | EVHEVOLENT HEALTH INC | 2,609,293 | $72.2B | 744.20% | |
| 47 | ACCDEURACCOLADE INC | 2,721,375 | $71.7B | 739.42% | |
| 48 | EPIEURESSA PHARMA INC | 5,034,814 | $71.5B | 736.95% | |
| 49 | MDTMEDTRONIC PLC | 667,408 | $69.0B | 711.67% | |
| 50 | CDNACAREDX INC | 1,466,552 | $66.7B | 687.51% | |
| 51 | BMYBRISTOL-MYERS SQUIBB CO | 1,059,347 | $66.0B | 680.82% | |
| 52 | TMOTHERMO FISHER SCIENTIFIC INC | 98,328 | $65.6B | 676.27% | |
| 53 | OMCLOMNICELL INC | 362,332 | $65.4B | 673.91% | |
| 54 | NKTREURNEKTAR THERAPEUTICS | 4,451,693 | $60.1B | 619.92% | |
| 55 | REGNREGENERON PHARMACEUTICALS | 93,060 | $58.8B | 605.77% | |
| 56 | SRRKSCHOLAR ROCK HLDG CORP | 2,294,425 | $57.0B | 587.47% | |
| 57 | CICIGNA CORP NEW | 245,174 | $56.3B | 580.31% | |
| 58 | PENPENUMBRA INC | 193,734 | $55.7B | 573.77% | |
| 59 | ADPTADAPTIVE BIOTECHNOLOGIES COR | 1,968,431 | $55.2B | 569.33% | |
| 60 | GMEDGLOBUS MED INC | 757,464 | $54.7B | 563.72% | |
| 61 | CNCCENTENE CORP DEL | 660,010 | $54.4B | 560.58% | |
| 62 | ABMDEURABIOMED INC | 150,178 | $53.9B | 555.99% | |
| 63 | —RADIUS HEALTH INC | 7,768,714 | $53.8B | 554.14% | |
| 64 | EX9EXELIXIS INC | 2,859,000 | $52.3B | 538.71% | |
| 65 | EXASEXACT SCIENCES CORP | 642,582 | $50.0B | 515.51% | |
| 66 | BEAMBEAM THERAPEUTICS INC | 612,821 | $48.8B | 503.39% | |
| 67 | IQVIQVIA HLDGS INC | 163,520 | $46.1B | 475.56% | |
| 68 | HOLXHOLOGIC INC | 579,424 | $44.4B | 457.25% | |
| 69 | HALOHALOZYME THERAPEUTICS INC | 1,067,500 | $42.9B | 442.45% | |
| 70 | —MOLECULAR TEMPLATES INC | 10,878,003 | $42.6B | 439.54% | |
| 71 | VEEVVEEVA SYS INC | 164,955 | $42.1B | 434.40% | |
| 72 | ABBVABBVIE INC | 306,900 | $41.6B | 428.33% | |
| 73 | SILKSILK RD MED INC | 952,433 | $40.6B | 418.32% | |
| 74 | HZNPHORIZON THERAPEUTICS PUB L | 368,600 | $39.7B | 409.42% | |
| 75 | BAXBAXTER INTL INC | 449,849 | $38.6B | 398.03% | |
| 76 | 3M4MASIMO CORP | 131,376 | $38.5B | 396.47% | |
| 77 | HCMHUTCHMED CHINA LTD | 1,076,870 | $37.8B | 389.39% | |
| 78 | COOCOOPER COS INC | 83,319 | $34.9B | 359.80% | |
| 79 | ATRCATRICURE INC | 498,556 | $34.7B | 357.32% | |
| 80 | TXG10X GENOMICS INC | 232,672 | $34.7B | 357.25% | |
| 81 | ZBHZIMMER BIOMET HOLDINGS INC | 271,190 | $34.5B | 355.12% | |
| 82 | TDOCTELADOC HEALTH INC | 363,216 | $33.4B | 343.76% | |
| 83 | TFXTELEFLEX INCORPORATED | 97,771 | $32.1B | 331.04% | |
| 84 | PACBPACIFIC BIOSIENCES CALIF IN | 1,553,023 | $31.8B | 327.53% | |
| 85 | APLSAPELLIS PHARMACEUTICALS INC | 650,591 | $30.8B | 317.06% | |
| 86 | LEGNLEGEND BIOTECH CORP | 657,656 | $30.7B | 315.96% | |
| 87 | BUWABIO RAD LABS INC | 39,683 | $30.0B | 309.06% | |
| 88 | GHGUARDANT HEALTH INC | 293,612 | $29.4B | 302.71% | |
| 89 | BNTXBIONTECH SE | 113,466 | $29.3B | 301.52% | |
| 90 | ILMNILLUMINA INC | 75,130 | $28.6B | 294.61% | |
| 91 | HCATHEALTH CATALYST INC | 692,666 | $27.4B | 282.87% | |
| 92 | GBIOGBXGENERATION BIO CO | 3,872,180 | $27.4B | 282.60% | |
| 93 | —MERSANA THERAPEUTICS INC | 4,164,000 | $25.9B | 266.97% | |
| 94 | OMGBPOUTSET MED INC | 560,606 | $25.8B | 266.33% | |
| 95 | CRLCHARLES RIV LABS INTL INC | 65,911 | $24.8B | 255.98% | |
| 96 | PHRPHREESIA INC | 592,327 | $24.7B | 254.35% | |
| 97 | AXSMAXSOME THERAPEUTICS INC | 651,937 | $24.6B | 253.88% | |
| 98 | CVSCVS HEALTH CORP | 228,798 | $23.6B | 243.29% | |
| 99 | ESPRESPERION THERAPEUTICS INC NE | 4,519,164 | $22.6B | 232.91% | |
| 100 | RMERESMED INC | 86,490 | $22.5B | 232.22% |
Page 1 of 2Next