Bellevue Group AG Q1 2020 Filing

Filed May 14, 2020

Portfolio Value

$5.2B

Holdings

214

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (214 positions)

#StockSharesValue% PortfolioType
201
AXPAMERICAN EXPRESS CO
3,600$308.0M5.97%
202
WABWABTEC CORP
6,400$308.0M5.97%
203
CLVTRIP COM GROUP LTD
13,100$307.0M5.95%
204
STZCONSTELLATION BRANDS INC
2,059$295.0M5.72%
205
STSENSATA TECHNOLOGIES HLDNG P
9,900$286.0M5.55%
206
SBUXSTARBUCKS CORP
4,334$285.0M5.53%
207
AZPNUSDASPEN TECHNOLOGY INC
3,000$285.0M5.53%
208
LYVLIVE NATION ENTERTAINMENT IN
6,200$282.0M5.47%
209
BKNGBOOKING HLDGS INC
200$269.0M5.22%
210
POLYONE CORP
13,600$258.0M5.00%
211
BLKBBLACKBAUD INC
4,107$228.0M4.42%
212
IQVIQVIA HLDGS INC
1,900$205.0M3.98%
213
KOSKOSMOS ENERGY LTD
60,000$54.0M1.05%
214
CVETUSDCOVETRUS INC
1,520$12.0M0.23%
PreviousPage 3 of 3