Bellevue Group AG Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$6556.9T

Holdings

169

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
ISIIONIS PHARMACEUTICALS INC
8,299,514$359.8T5.49%
2
ARGXARGENX SE
811,016$319.3T4.87%
3
NBIXNEUROCRINE BIOSCIENCES INC
2,055,874$283.5T4.32%
4
VRTXVERTEX PHARMACEUTICALS INC
668,750$279.5T4.26%
5
ISRGINTUITIVE SURGICAL INC
682,186$272.3T4.15%
6
BSXBOSTON SCIENTIFIC CORP
3,148,676$215.7T3.29%
7
ITCIEURINTRA-CELLULAR THERAPIES INC
2,819,482$195.1T2.98%
8
MRNAMODERNA INC
1,711,089$182.3T2.78%
9
DC4DEXCOM INC
1,221,197$169.4T2.58%
10
RVMDREVOLUTION MEDICINES INC
5,073,600$163.5T2.49%
11
ABTABBOTT LABS
1,434,183$163.0T2.49%
12
SYKSTRYKER CORPORATION
449,340$160.8T2.45%
13
MGNXMACROGENICS INC
9,965,862$146.7T2.24%
14
ALNYALNYLAM PHARMACEUTICALS INC
918,284$137.2T2.09%
15
INCYINCYTE CORP
2,153,388$122.7T1.87%
16
TCE2CELLDEX THERAPEUTICS INC NEW
2,796,615$117.4T1.79%
17
AGIOAGIOS PHARMACEUTICALS INC
4,006,000$117.1T1.79%
18
EWEDWARDS LIFESCIENCES CORP
1,103,136$105.4T1.61%
19
BDXBECTON DICKINSON & CO
415,700$102.9T1.57%
20
ARVNARVINAS INC
2,390,800$98.7T1.51%
21
MDTMEDTRONIC PLC
1,007,000$87.8T1.34%
22
SG7SAGE THERAPEUTICS INC
4,465,544$83.7T1.28%
23
EXASEXACT SCIENCES CORP
1,138,526$78.6T1.20%
24
UNHUNITEDHEALTH GROUP INC
148,719$73.6T1.12%
25
TNDMTANDEM DIABETES CARE INC
2,031,888$71.9T1.10%
26
EPIEURESSA PHARMA INC
7,889,583$67.0T1.02%
27
IMCRIMMUNOCORE HLDGS PLC
972,254$63.2T0.96%
28
BHVNBIOHAVEN LTD
1,150,000$62.9T0.96%
29
OPCHOPTION CARE HEALTH INC
1,867,263$62.6T0.96%
30
CRLCHARLES RIV LABS INTL INC
229,697$62.2T0.95%
31
IM8NINSMED INC
2,141,843$58.1T0.89%
32
AXSMAXSOME THERAPEUTICS INC
685,476$54.7T0.83%
33
BUWABIO RAD LABS INC
156,618$54.2T0.83%
34
HCAHCA HEALTHCARE INC
159,703$53.3T0.81%
35
ELVELEVANCE HEALTH INC
98,612$51.1T0.78%
36
AFWALIGN TECHNOLOGY INC
154,909$50.8T0.77%
37
IDXXIDEXX LABS INC
93,358$50.4T0.77%
38
PODDINSULET CORP
293,828$50.4T0.77%
39
ACCDEURACCOLADE INC
4,804,514$50.4T0.77%
40
RLAYRELAY THERAPEUTICS INC
5,926,618$49.2T0.75%
41
EVHEVOLENT HEALTH INC
1,483,096$48.6T0.74%
42
HUMHUMANA INC
135,541$47.0T0.72%
43
INSPINSPIRE MED SYS INC
217,694$46.8T0.71%
44
GEHCGE HEALTHCARE TECHNOLOGIES I
512,230$46.6T0.71%
45
EX9EXELIXIS INC
1,903,200$45.2T0.69%
46
LLYELI LILLY & CO
57,965$45.1T0.69%
47
PRCTPROCEPT BIOROBOTICS CORP
890,114$44.0T0.67%
48
BDTXBLACK DIAMOND THERAPEUTICS I
8,517,839$43.2T0.66%
49
CRSPCRISPR THERAPEUTICS AG
619,950$42.3T0.64%
50
CDNACAREDX INC
3,934,006$41.7T0.64%
51
MOHMOLINA HEALTHCARE INC
99,883$41.0T0.63%
52
MRKMERCK & CO INC
310,851$41.0T0.63%
53
PENPENUMBRA INC
181,158$40.4T0.62%
54
COOCOOPER COS INC
397,373$40.3T0.61%
55
BEAMBEAM THERAPEUTICS INC
1,193,121$39.4T0.60%
56
VEEVVEEVA SYS INC
168,247$39.0T0.59%
57
SRRKSCHOLAR ROCK HLDG CORP
2,165,203$38.5T0.59%
58
ZBHZIMMER BIOMET HOLDINGS INC
282,217$37.2T0.57%
59
FATEFATE THERAPEUTICS INC
4,839,779$35.5T0.54%
60
SWAVUSDSHOCKWAVE MED INC
105,786$34.4T0.53%
61
SRPTSAREPTA THERAPEUTICS INC
251,521$32.6T0.50%
62
ABGCENCORA INC
131,504$32.0T0.49%
63
GMEDGLOBUS MED INC
579,898$31.1T0.47%
64
CITHE CIGNA GROUP
79,645$28.9T0.44%
65
CNCCENTENE CORP DEL
363,100$28.5T0.43%
66
BMRNBIOMARIN PHARMACEUTICAL INC
321,787$28.1T0.43%
67
APLSAPELLIS PHARMACEUTICALS INC
473,915$27.9T0.42%
68
SILKSILK RD MED INC
1,518,230$27.8T0.42%
69
CSTLCASTLE BIOSCIENCES INC
1,220,085$27.0T0.41%
70
TMDXTRANSMEDICS GROUP INC
364,064$26.9T0.41%
71
ESPRESPERION THERAPEUTICS INC NE
9,944,064$26.7T0.41%
72
WVEWAVE LIFE SCIENCES LTD
4,094,458$25.3T0.39%
73
NTRANATERA INC
269,832$24.7T0.38%
74
TMOTHERMO FISHER SCIENTIFIC INC
39,956$23.2T0.35%
75
HOLXHOLOGIC INC
289,969$22.6T0.34%
76
DHRDANAHER CORPORATION
86,232$21.5T0.33%
77
PRVAPRIVIA HEALTH GROUP INC
1,059,171$20.7T0.32%
78
HCMHUTCHMED CHINA LTD
1,154,632$19.4T0.30%
79
SIBNSI-BONE INC
1,139,956$18.7T0.28%
80
VRNAVERONA PHARMA PLC
1,139,295$18.3T0.28%
81
PACBPACIFIC BIOSCIENCES CALIF IN
4,592,251$17.2T0.26%
82
STESTERIS PLC
73,434$16.5T0.25%
83
LEGNLEGEND BIOTECH CORP
293,270$16.4T0.25%
84
GBIOGBXGENERATION BIO CO
3,861,575$15.7T0.24%
85
ANNXANNEXON INC
2,182,290$15.6T0.24%
86
GPCRSTRUCTURE THERAPEUTICS INC
363,926$15.6T0.24%
87
NEONEOGENOMICS INC
946,025$14.9T0.23%
88
ATRCATRICURE INC
447,376$13.6T0.21%
89
TXG10X GENOMICS INC
308,311$11.6T0.18%
90
PHRPHREESIA INC
443,341$10.6T0.16%
91
OMCLOMNICELL COM
235,372$6.9T0.10%
92
REGNREGENERON PHARMACEUTICALS
7,077$6.8T0.10%
93
AMGNAMGEN INC
22,139$6.3T0.10%
94
RMERESMED INC
30,391$6.0T0.09%
95
ILMNILLUMINA INC
43,596$6.0T0.09%
96
GKOSGLAUKOS CORP
55,926$5.3T0.08%
97
ABBVABBVIE INC
27,593$5.0T0.08%
98
MCKMCKESSON CORP
8,997$4.8T0.07%
99
RXRXRECURSION PHARMACEUTICALS IN
425,249$4.2T0.06%
100
TDOCTELADOC HEALTH INC
272,798$4.1T0.06%
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