Bellevue Group AG Q1 2016 Filing

Filed May 16, 2016

Portfolio Value

$551.1B

Holdings

130

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
1
GILDGilead Sciences, Inc.
233,300$21.4B3.89%
2
CELGCelgene Corporation
210,550$21.1B3.82%
3
MDTMedtronic, Inc.
276,500$20.7B3.76%
4
BIIBBiogen Inc.
76,540$19.9B3.62%
5
ABTAbbott Laboratories
381,500$16.0B2.90%
6
AMGNAmgen Inc.
103,000$15.4B2.80%
7
BDXBecton, Dickinson and Company
100,225$15.2B2.76%
8
ILMNIllumina, Inc.
91,625$14.9B2.70%
9
SYKStryker Corporation
125,000$13.4B2.43%
10
CAHCardinal Health, Inc.
159,630$13.1B2.37%
11
UNHUnitedHealth Group Incorporated
93,000$12.0B2.18%
12
REGNRegeneron Pharmaceuticals, Inc.
32,400$11.7B2.12%
13
TEVATeva Pharmaceuticals Industries Ltd
195,290$10.4B1.90%
14
Mylan Inc.
220,000$10.2B1.85%
15
BSXBoston Scientific Corporation
500,000$9.4B1.71%
16
ZBHZimmer Biomet Holdings, Inc.
86,200$9.2B1.67%
17
CVSCVS Health Corporation
86,200$8.9B1.62%
18
LGNDLigand Pharmaceuticals Incorporated
81,830$8.8B1.59%
19
JAZZJazz Pharmaceuticals Public Limited Company
62,500$8.2B1.48%
20
Auris Medical Holding AG
2,169,625$7.9B1.43%
21
ISRGIntuitive Surgical, Inc.
13,000$7.8B1.42%
22
ALXNAlexion Pharmaceuticals, Inc.
49,400$6.9B1.25%
23
MCKMcKesson Corporation
43,000$6.8B1.23%
24
SUPNSupernus Pharmaceuticals, Inc.
441,000$6.7B1.22%
25
St. Jude Medical, Inc.
122,000$6.7B1.22%
26
INCYIncyte Corporation
91,000$6.6B1.20%
27
CICigna Corporation
48,000$6.6B1.20%
28
CNCCentene Corporation
105,880$6.5B1.18%
29
EWEdwards Lifesciences Corporation
73,000$6.4B1.17%
30
CHRSCoherus BioSciences, Inc
287,000$6.1B1.11%
31
Shire PLC
33,880$5.8B1.06%
32
ISIIonis Pharmaceuticals Inc.
138,000$5.6B1.01%
33
HUMHumana, Inc.
30,000$5.5B1.00%
34
JNJJohnson & Johnson
50,000$5.4B0.98%
35
Mallinckrodt public limited company
88,000$5.4B0.98%
36
BMRNBioMarin Pharmaceutical Inc.
65,000$5.4B0.97%
37
BAXBaxter International Inc.
130,000$5.3B0.97%
38
VRTXVertex Pharmaceuticals Incorporated
66,000$5.2B0.95%
39
Horizon Pharma plc
310,000$5.1B0.93%
40
BCRUSDC.R. Bard, Inc.
25,000$5.1B0.92%
41
Aetna Inc.
45,000$5.1B0.92%
42
Endo International PLC
171,000$4.8B0.87%
43
HCAHCA Holdings, Inc.
60,000$4.7B0.85%
44
INSYEURInsys Therapeutics, Inc.
281,000$4.5B0.82%
45
PRGOPerrigo Company plc
32,600$4.2B0.76%
46
ELVAnthem, Inc.
30,000$4.2B0.76%
47
Express Scripts Holding Company
58,600$4.0B0.73%
48
Intersect Ent, Inc.
209,246$4.0B0.72%
49
BMYBristol-Myers Squibb Company
60,000$3.8B0.70%
50
EGBNEagle Pharmaceuticals Inc
93,400$3.8B0.69%
51
COOCooper Companies Inc.
23,500$3.6B0.66%
52
Impax Laboratories, Inc.
108,000$3.5B0.63%
53
PFEPfizer Inc.
110,000$3.3B0.59%
54
Achillion Pharmaceuticals, Inc.
420,000$3.2B0.59%
55
CYHCommunity Health Systems, Inc.
174,840$3.2B0.59%
56
CERNCHFCerner Corporation
60,000$3.2B0.58%
57
MRKMerck & Co., Inc.
60,000$3.2B0.58%
58
ARIAD Pharmaceuticals, Inc.
495,000$3.2B0.57%
59
3M4Masimo Corporation
75,000$3.1B0.57%
60
HALOHalozyme Therapeutics, Inc.
318,000$3.0B0.55%
61
Novadaq Technologies Inc.
270,000$3.0B0.54%
62
NKTREURNektar Therapeutics
216,000$3.0B0.54%
63
VAREURVarian Medical Systems, Inc.
37,000$3.0B0.54%
64
ABGAmerisourceBergen Corporation
34,000$2.9B0.53%
65
NUVAGBPNuvasive, Inc.
60,000$2.9B0.53%
66
Medivation, Inc.
63,000$2.9B0.53%
67
TMOThermo Fisher Scientific Inc.
20,000$2.8B0.51%
68
HOLXHologic, Inc.
81,000$2.8B0.51%
69
NBIXNeurocrine Biosciences, Inc.
65,000$2.6B0.47%
70
LLYLilly Eli & Co.
35,000$2.5B0.46%
71
SGENEURSeattle Genetics, Inc.
68,000$2.4B0.43%
72
UTHUnited Therapeutics Corporation
19,300$2.3B0.42%
73
INOInovio Pharmaceuticals, Inc.
265,000$2.3B0.42%
74
ALKSAlkermes Public Limited Company
65,500$2.2B0.41%
75
AGIOAgios Pharmaceuticals, Inc.
54,000$2.2B0.40%
76
GMEDGlobus Medical, Inc.
87,700$2.1B0.38%
77
QGENQiagen NV
91,500$2.0B0.37%
78
Zeltiq Aesthetics Inc.
75,000$2.0B0.37%
79
LN5Lannett Inc.
107,810$1.9B0.35%
80
ANGOAngioDynamics, Inc.
151,400$1.9B0.34%
81
HCSGHealthcare Services Group Inc.
50,000$1.8B0.33%
82
ICPTUSDIntercept Pharmaceuticals, Inc.
13,500$1.7B0.31%
83
NVAXNovavax, Inc.
325,000$1.7B0.30%
84
TFXTeleflex Incorporated
10,010$1.6B0.29%
85
MGNXMacrogenics, Inc.
83,000$1.6B0.28%
86
ALNYAlnylam Pharmaceuticals Inc.
24,000$1.5B0.27%
87
DVADavita Healthcare Partners, Inc.
20,000$1.5B0.27%
88
Juno Therapeutics, Inc.
37,000$1.4B0.26%
89
DC4DexCom, Inc.
20,000$1.4B0.25%
90
PRTAProthena Corporation plc
31,000$1.3B0.23%
91
ACADAcadia Pharmaceuticals, Inc.
45,000$1.3B0.23%
92
Radius Health Inc.
40,000$1.3B0.23%
93
Bluebird Bio, Inc.
29,000$1.2B0.22%
94
Laboratory Corporation of America Holdings
10,000$1.2B0.21%
95
Wright Medical Group Inc.
70,309$1.2B0.21%
96
CLVSEURClovis Oncology, Inc.
52,500$1.0B0.18%
97
Quotient Limited
100,000$880.0M0.16%
98
ABBVAbbvie Inc.
15,000$857.0M0.16%
99
INFIQInfinity Pharmaceuticals, Inc.
160,000$843.0M0.15%
100
Alder Biopharmaceuticals Inc.
33,000$808.0M0.15%
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