Bellevue Group AG Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$7.1B
Holdings
208
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (208 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ISIIONIS PHARMACEUTICALS INC | 8,249,873 | $486.4B | 6883.94% | |
| 2 | NBIXNEUROCRINE BIOSCIENCES INC | 3,210,900 | $391.7B | 5543.94% | |
| 3 | INCYINCYTE CORP | 3,292,600 | $342.3B | 4844.83% | |
| 4 | VRTXVERTEX PHARMACEUTICALS INC | 982,600 | $285.3B | 4037.10% | |
| 5 | ESPRESPERION THERAPEUTICS INC NEW | 5,303,135 | $272.1B | 3850.94% | |
| 6 | ALNYALNYLAM PHARMACEUTICALS INC | 1,610,065 | $238.5B | 3374.90% | |
| 7 | AGIOAGIOS PHARMACEUTICALS INC | 4,023,573 | $215.2B | 3045.34% | |
| 8 | ARGXARGENX SE | 954,016 | $214.9B | 3040.98% | |
| 9 | MRNAMODERNA INC | 3,344,950 | $214.8B | 3039.65% | |
| 10 | HALOHALOZYME THERAPEUTICS INC | 6,730,552 | $180.4B | 2553.76% | |
| 11 | ALXNALEXION PHARMACEUTICALS INC | 1,412,828 | $158.6B | 2244.24% | |
| 12 | MGNXMACROGENICS INC | 5,002,116 | $139.7B | 1976.52% | |
| 13 | ABTABBOTT LABS | 1,284,272 | $117.4B | 1661.80% | |
| 14 | —MYOKARDIA INC | 1,208,313 | $116.7B | 1652.26% | |
| 15 | ITCIEURINTRA CELLULAR THERAPIES INC | 3,779,919 | $97.0B | 1373.23% | |
| 16 | —MYOVANT SCIENCES LTD | 4,647,000 | $95.8B | 1356.10% | |
| 17 | —RADIUS HEALTH INC | 7,007,385 | $95.5B | 1351.72% | |
| 18 | BMYBRISTOL MYERS SQUIBB CO | 1,612,112 | $94.8B | 1341.54% | |
| 19 | HUMHUMANA INC | 235,640 | $91.4B | 1293.10% | |
| 20 | UNHUNITEDHEALTH GROUP INC | 306,636 | $90.4B | 1279.98% | |
| 21 | MDTMEDTRONIC PLC | 977,523 | $89.6B | 1268.61% | |
| 22 | ISRGINTUITIVE SURGICAL INC | 156,233 | $89.0B | 1259.94% | |
| 23 | NKTREURNEKTAR THERAPEUTICS | 3,535,013 | $81.9B | 1158.68% | |
| 24 | ELVANTHEM INC | 310,025 | $81.5B | 1153.85% | |
| 25 | DHRDANAHER CORPORATION | 451,633 | $79.9B | 1130.24% | |
| 26 | EX9EXELIXIS INC | 3,047,500 | $72.3B | 1023.90% | |
| 27 | FATEFATE THERAPEUTICS INC | 1,961,400 | $67.3B | 952.39% | |
| 28 | CNCCENTENE CORP DEL | 1,042,747 | $66.3B | 937.84% | |
| 29 | CRLCHARLES RIV LABS INTL INC | 365,833 | $63.8B | 902.69% | |
| 30 | CICIGNA CORP NEW | 336,726 | $63.2B | 894.25% | |
| 31 | BSXBOSTON SCIENTIFIC CORP | 1,730,620 | $60.8B | 859.93% | |
| 32 | BDTXBLACK DIAMOND THERAPEUTICS I | 1,403,000 | $59.1B | 837.12% | |
| 33 | SG7SAGE THERAPEUTICS INC | 1,415,504 | $58.9B | 832.96% | |
| 34 | BDXBECTON DICKINSON & CO | 245,940 | $58.8B | 832.82% | |
| 35 | CRSPCRISPR THERAPEUTICS AG | 800,462 | $58.8B | 832.53% | |
| 36 | SYKSTRYKER CORP | 323,942 | $58.4B | 826.09% | |
| 37 | EWEDWARDS LIFESCIENCES CORP | 791,682 | $54.7B | 774.32% | |
| 38 | BAXBAXTER INTL INC | 625,495 | $53.9B | 762.18% | |
| 39 | ARVNARVINAS INC | 1,581,703 | $53.1B | 750.80% | |
| 40 | SRRKSCHOLAR ROCK HLDG CORP | 2,746,106 | $50.0B | 707.72% | |
| 41 | —MOLECULAR TEMPLATES INC | 3,477,240 | $48.0B | 678.62% | |
| 42 | HRCHILL ROM HLDGS INC | 421,294 | $46.3B | 654.55% | |
| 43 | PODDINSULET CORP | 231,749 | $45.0B | 637.14% | |
| 44 | —GW PHARMACEUTICALS PLC | 349,566 | $42.9B | 607.13% | |
| 45 | DC4DEXCOM INC | 102,705 | $41.6B | 589.27% | |
| 46 | CDNACAREDX INC | 1,166,839 | $41.3B | 585.08% | |
| 47 | IM8NINSMED INC | 1,456,174 | $40.1B | 567.56% | |
| 48 | AMGNAMGEN INC | 167,963 | $39.6B | 560.66% | |
| 49 | BUWABIO RAD LABS INC | 79,871 | $36.1B | 510.35% | |
| 50 | EVHEVOLENT HEALTH INC | 5,028,363 | $35.8B | 506.69% | |
| 51 | ILMNILLUMINA INC | 96,047 | $35.6B | 503.42% | |
| 52 | GBYSANGAMO THERAPEUTICS INC | 3,850,000 | $34.5B | 488.20% | |
| 53 | VYGRVOYAGER THERAPEUTICS INC | 2,712,083 | $34.2B | 484.38% | |
| 54 | ICPTUSDINTERCEPT PHARMACEUTICALS IN | 704,976 | $33.8B | 478.00% | |
| 55 | HCAHCA HEALTHCARE INC | 343,166 | $33.3B | 471.39% | |
| 56 | JAZZJAZZ PHARMACEUTICALS PLC | 291,136 | $32.1B | 454.63% | |
| 57 | HOLXHOLOGIC INC | 531,089 | $30.3B | 428.42% | |
| 58 | GBIOGBXGENERATION BIO CO | 1,440,000 | $30.2B | 427.97% | |
| 59 | MOHMOLINA HEALTHCARE INC | 164,572 | $29.3B | 414.54% | |
| 60 | TDOCTELADOC HEALTH INC | 151,299 | $28.9B | 408.64% | |
| 61 | PACBPACIFIC BIOSIENCES CALIF IN | 8,363,741 | $28.9B | 408.37% | |
| 62 | TFXTELEFLEX INCORPORATED | 78,333 | $28.5B | 403.52% | |
| 63 | ZBHZIMMER BIOMET HOLDINGS INC | 227,508 | $27.2B | 384.31% | |
| 64 | AFWALIGN TECHNOLOGY INC | 98,869 | $27.1B | 384.01% | |
| 65 | WVEWAVE LIFE SCIENCES LTD | 2,602,858 | $27.1B | 383.48% | |
| 66 | FIXXEURHOMOLOGY MEDICINES INC | 1,737,122 | $26.4B | 373.44% | |
| 67 | —HMS HLDGS CORP | 814,264 | $26.4B | 373.26% | |
| 68 | HCMHUTCHISON CHINA MEDITECH LTD | 947,674 | $26.1B | 369.90% | |
| 69 | TMOTHERMO FISHER SCIENTIFIC INC | 69,491 | $25.2B | 356.34% | |
| 70 | IDXXIDEXX LABS INC | 73,607 | $24.3B | 343.93% | |
| 71 | DVADAVITA INC | 300,200 | $23.8B | 336.23% | |
| 72 | ABMDEURABIOMED INC | 96,699 | $23.4B | 330.59% | |
| 73 | TNDMTANDEM DIABETES CARE INC | 231,839 | $22.9B | 324.57% | |
| 74 | 3M4MASIMO CORP | 97,541 | $22.2B | 314.72% | |
| 75 | KZRKEZAR LIFE SCIENCES INC | 4,241,940 | $22.0B | 310.97% | |
| 76 | —GENMARK DIAGNOSTICS INC | 1,489,284 | $21.9B | 310.04% | |
| 77 | INSPINSPIRE MED SYS INC | 244,250 | $21.3B | 300.81% | |
| 78 | CHRSCOHERUS BIOSCIENCES INC | 1,157,400 | $20.7B | 292.55% | |
| 79 | —AKCEA THERAPEUTICS INC | 1,462,296 | $20.0B | 283.52% | |
| 80 | SWAVUSDSHOCKWAVE MED INC | 418,089 | $19.8B | 280.29% | |
| 81 | LVGOLIVONGO HEALTH INC | 257,258 | $19.3B | 273.75% | |
| 82 | GKOSGLAUKOS CORP | 493,811 | $19.0B | 268.50% | |
| 83 | AXNX*AXONICS MODULATION TECHNOLOG | 516,428 | $18.1B | 256.61% | |
| 84 | PENPENUMBRA INC | 98,152 | $17.6B | 248.40% | |
| 85 | GTHXEURG1 THERAPEUTICS INC | 721,925 | $17.5B | 247.87% | |
| 86 | GMEDGLOBUS MED INC | 347,729 | $16.6B | 234.79% | |
| 87 | CHNGUSDCHANGE HEALTHCARE INC | 1,455,240 | $16.3B | 230.67% | |
| 88 | —1LIFE HEALTHCARE INC | 446,807 | $16.2B | 229.67% | |
| 89 | CVSCVS HEALTH CORP | 231,681 | $15.1B | 213.02% | |
| 90 | NEONEOGENOMICS INC | 485,470 | $15.0B | 212.85% | |
| 91 | RMERESMED INC | 77,805 | $14.9B | 211.42% | |
| 92 | VEEVVEEVA SYS INC | 63,056 | $14.8B | 209.20% | |
| 93 | REGNREGENERON PHARMACEUTICALS | 23,100 | $14.4B | 203.88% | |
| 94 | ZLABZAI LAB LTD | 175,100 | $14.4B | 203.53% | |
| 95 | OMCLOMNICELL INC | 202,131 | $14.3B | 202.01% | |
| 96 | NVROEURNEVRO CORP | 111,762 | $13.4B | 188.96% | |
| 97 | QTRXQUANTERIX CORP | 477,515 | $13.1B | 185.10% | |
| 98 | AMEDAMEDISYS INC | 61,143 | $12.1B | 171.80% | |
| 99 | TRHCEURTABULA RASA HEALTHCARE INC | 216,581 | $11.9B | 167.75% | |
| 100 | TXG10X GENOMICS INC | 123,077 | $11.0B | 155.56% |
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