Bellevue Group AG Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$5.9T

Holdings

201

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (201 positions)

#StockSharesValue% PortfolioType
101
HZNPHORIZON THERAPEUTICS PUB LTD
268,500$6.5B0.11%
102
RMERESMED INC
52,626$6.4B0.11%
103
VCRAUSDVOCERA COMMUNICATONS INC
193,634$6.2B0.11%
104
SILKSILK RAOD MEDICAL INC
126,810$6.1B0.10%
105
SWAVUSDSHOCKWAVE MED INC
97,547$5.6B0.10%
106
ALLERGAN PLC
32,100$5.4B0.09%
107
SGENEURSEATTLE GENETICS INC
73,000$5.1B0.09%
108
MTLSMATERIALISE NV
240,770$4.7B0.08%
109
STIMNEURONETICS INC
324,779$4.1B0.07%
110
HSICHENRY SCHEIN INC
57,917$4.0B0.07%
111
PENPENUMBRA INC
25,180$4.0B0.07%
112
CIDARA THERAPEUTICS INC
2,295,272$3.9B0.07%
113
AG8AGILENT TECHNOLOGIES INC
50,782$3.8B0.06%
114
PTCTPTC THERAPEUTICS INC
83,500$3.8B0.06%
115
CHRSCOHERUS BIOSCIENCES INC
166,635$3.7B0.06%
116
AVTRAVANTOR INC
187,231$3.6B0.06%
117
ZLABZAI LAB LTD
100,000$3.5B0.06%
118
CVSCVS HEALTH CORP
59,326$3.2B0.06%
119
8INSYNEOS HEALTH INC
62,000$3.2B0.05%
120
KURAKURA ONCOLOGY INC
145,200$2.9B0.05%
121
ACADACADIA PHARMACEUTICALS INC
103,800$2.8B0.05%
122
ARNAEURARENA PHARMACEUTICALS INC
46,917$2.8B0.05%
123
CASTLIGHT HEALTH INC
800,000$2.6B0.04%
124
BNFTEURBENEFITFOCUS INC
88,163$2.4B0.04%
125
BLUEBIRD BIO INC
18,200$2.3B0.04%
126
MRTXEURMIRATI THERAPEUTICS INC
21,500$2.2B0.04%
127
QUREUNIQURE NV
27,600$2.2B0.04%
128
GW PHARMACEUTICALS PLC
12,353$2.1B0.04%
129
ASNDASCENDIS PHARMA A S
18,200$2.1B0.04%
130
CTLTEURCATALENT INC
37,500$2.0B0.03%
131
LABDUSDDIREXION SHS ETF TR
112,000$2.0B0.03%
132
AM6AMICUS THERAPEUTICS INC
150,000$1.9B0.03%
133
PFEPFIZER INC
40,000$1.7B0.03%
134
RGNXREGENXBIO INC
33,100$1.7B0.03%
135
MEDICINES CO
43,500$1.6B0.03%
136
2L9BLUEPRINT MEDICINES CORP
15,500$1.5B0.02%
137
RAREULTRAGENYX PHARMACEUTICAL INC
22,800$1.4B0.02%
138
WCGEURWELLCARE HEALTH PLANS INC
4,851$1.4B0.02%
139
FATEFATE THERAPEUTICS INC
59,000$1.2B0.02%
140
LABORATORY CORP AMER HLDGS
5,783$1.0B0.02%
141
ANABANAPTYSBIO INC
17,000$959.0M0.02%
142
MCKMCKESSON CORP
6,149$826.0M0.01%
143
VKTXVIKING THERAPEUTICS INC
96,000$797.0M0.01%
144
AUTLAUTOLUS THERAPEUTICS PLC
34,000$547.0M0.01%
145
MLB1MERCADOLIBRE INC
835$511.0M0.01%
146
AFFIMED N V
167,500$481.0M0.01%
147
PROSHARES TR
25,000$426.0M0.01%
148
MSCIMSCI INC
1,786$426.0M0.01%
149
MKTXMARKETAXESS HLDGS INC
1,322$425.0M0.01%
150
ELLAUDER ESTEE COS INC
2,248$412.0M0.01%
151
MTDMETTLER TOLEDO INTERNATIONAL
475$399.0M0.01%
152
CERNCHFCERNER CORP
5,298$388.0M0.01%
153
VAREURVARIAN MED SYS INC
2,791$380.0M0.01%
154
KOSKOSMOS ENERGY LTD
60,000$376.0M0.01%
155
AZPNUSDASPEN TECHNOLOGY INC
3,000$373.0M0.01%
156
MCXMCCORMICK & CO INC
2,391$371.0M0.01%
157
JDJD COM INC
12,263$371.0M0.01%
158
AXPAMERICAN EXPRESS CO
3,000$370.0M0.01%
159
AKXANSYS INC
1,802$369.0M0.01%
160
POOLPOOL CORPORATION
1,921$367.0M0.01%
161
VRSNVERISIGN INC
1,744$365.0M0.01%
162
BRBROADRIDGE FINL SOLUTIONS IN
2,862$365.0M0.01%
163
VRSKVERISK ANALYTICS INC
2,489$365.0M0.01%
164
MCOMOODYS CORP
1,858$363.0M0.01%
165
SBUXSTARBUCKS CORP
4,334$363.0M0.01%
166
DPZDOMINOS PIZZA INC
1,300$362.0M0.01%
167
TRMBTRIMBLE INC
7,958$359.0M0.01%
168
BF/BBROWN FORMAN CORP
6,417$356.0M0.01%
169
ADBEADOBE INC
1,193$352.0M0.01%
170
SPGIS&P GLOBAL INC
1,544$352.0M0.01%
171
GGGGRACO INC
6,903$346.0M0.01%
172
CHINA BIOLOGIC PRODS HLDGS I
3,609$344.0M0.01%
173
BLKBBLACKBAUD INC
4,107$343.0M0.01%
174
HTHTHUAZHU GROUP LTD
9,344$339.0M0.01%
175
KEXKIRBY CORP
4,274$338.0M0.01%
176
ADIANALOG DEVICES INC
2,973$336.0M0.01%
177
CTRPUSDCTRIP COM INTL LTD
9,032$333.0M0.01%
178
CLCOLGATE PALMOLIVE CO
4,651$333.0M0.01%
179
LYVLIVE NATION ENTERTAINMENT IN
5,000$331.0M0.01%
180
ICEINTERCONTINENTAL EXCHANGE IN
3,837$330.0M0.01%
181
IPGPIPG PHOTONICS CORP
2,141$330.0M0.01%
182
TYLTYLER TECHNOLOGIES INC
1,525$329.0M0.01%
183
WSOWATSCO INC
1,993$326.0M0.01%
184
ENQENTEGRIS INC
8,706$325.0M0.01%
185
FASTFASTENAL CO
9,798$319.0M0.01%
186
MCHPMICROCHIP TECHNOLOGY INC
3,617$314.0M0.01%
187
WABWABTEC CORP
4,382$314.0M0.01%
188
EAELECTRONIC ARTS INC
3,100$314.0M0.01%
189
IBKRINTERACTIVE BROKERS GROUP IN
5,757$312.0M0.01%
190
AWMSKYWORKS SOLUTIONS INC
3,978$307.0M0.01%
191
BKNGBOOKING HLDGS INC
162$304.0M0.01%
192
MKLMARKEL CORP
279$304.0M0.01%
193
STSENSATA TECHNOLOGIES HLDNG P
6,162$302.0M0.01%
194
CRMSALESFORCE COM INC
1,956$297.0M0.01%
195
USBUS BANCORP DEL
5,662$297.0M0.01%
196
MTBM & T BK CORP
1,731$294.0M0.01%
197
POLYONE CORP
9,035$284.0M0.00%
198
ALVAUTOLIV INC
3,582$253.0M0.00%
199
SQMSOCIEDAD QUIMICA MINERA DE C
6,990$217.0M0.00%
200
VEONEER INCORPORATED
9,658$167.0M0.00%
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