Bellevue Group AG Q3 2016 Filing

Filed November 10, 2016

Portfolio Value

$553.5B

Holdings

121

Report Date

Q3 2016

Filing Type

13F-HR

All Holdings (121 positions)

#StockSharesValue% PortfolioType
1
MDTMedtronic PLC
247,500$21.4B3.86%
2
SYKStryker Corporation
180,800$21.0B3.80%
3
CELGCelgene Corporation
194,250$20.3B3.67%
4
ILMNIllumina, Inc.
94,475$17.2B3.10%
5
BIIBBiogen Inc.
54,500$17.1B3.08%
6
ABTAbbott Laboratories
384,000$16.2B2.93%
7
REGNRegeneron Pharmaceuticals, Inc.
38,000$15.3B2.76%
8
AMGNAmgen Inc.
83,500$13.9B2.52%
9
UNHUnitedHealth Group Incorporated
99,200$13.9B2.51%
10
BSXBoston Scientific Corporation
575,000$13.7B2.47%
11
GILDGilead Sciences, Inc.
156,500$12.4B2.24%
12
LGNDLigand Pharmaceuticals Incorporated
106,880$10.9B1.97%
13
ZBHZimmer Biomet Holdings, Inc.
80,000$10.4B1.88%
14
EWEdwards Lifesciences Corporation
85,000$10.2B1.85%
15
JAZZJazz Pharmaceuticals Public Limited Company
83,800$10.2B1.84%
16
BDXBecton, Dickinson and Company
55,000$9.9B1.79%
17
CNCCentene Corporation
141,430$9.5B1.71%
18
HOLXHologic, Inc.
242,100$9.4B1.70%
19
BAXBaxter International Inc.
190,000$9.0B1.63%
20
Mylan N V
235,700$9.0B1.62%
21
CAHCardinal Health, Inc.
114,280$8.9B1.60%
22
ISRGIntuitive Surgical, Inc.
12,000$8.7B1.57%
23
TEVATeva Pharmaceuticals Industries Ltd
187,190$8.6B1.56%
24
INCYIncyte Corporation
91,000$8.6B1.55%
25
CICigna Corporation
59,722$7.8B1.41%
26
VRTXVertex Pharmaceuticals Incorporated
85,000$7.4B1.34%
27
Shire PLC
38,090$7.4B1.33%
28
ABMDEURAbiomed Inc
55,450$7.1B1.29%
29
Akorn Inc
252,000$6.9B1.24%
30
ARIAD Pharmaceuticals, Inc.
495,000$6.8B1.22%
31
Allergan PLC
29,400$6.8B1.22%
32
CERNCHFCerner Corporation
98,500$6.1B1.10%
33
ALXNAlexion Pharmaceuticals, Inc.
49,400$6.1B1.09%
34
BMRNBioMarin Pharmaceutical Inc.
65,000$6.0B1.09%
35
JNJJohnson & Johnson
50,000$5.9B1.07%
36
Mallinckrodt Pub Ltd Co.
80,800$5.6B1.02%
37
BCRUSDC.R. Bard, Inc.
25,000$5.6B1.01%
38
CHRSCoherus BioSciences, Inc
202,000$5.4B0.98%
39
Amsurg Corp
71,400$4.8B0.86%
40
COOCooper Companies Inc.
23,500$4.2B0.76%
41
3M4Masimo Corporation
70,000$4.2B0.75%
42
MCKMcKesson Corporation
24,000$4.0B0.72%
43
NUVAGBPNuvasive, Inc.
60,000$4.0B0.72%
44
ISIIonis Pharmaceuticals Inc.
108,000$4.0B0.71%
45
PRGOPerrigo Company plc
42,700$3.9B0.71%
46
IBBiSHARES Trust
13,500$3.9B0.71%
47
HALOHalozyme Therapeutics, Inc.
318,000$3.8B0.69%
48
Endo International PLC
190,000$3.8B0.69%
49
Auris Medical Holding AG
2,169,625$3.8B0.68%
50
Express Scripts Holding Company
49,500$3.5B0.63%
51
Radius Health Inc.
61,000$3.3B0.60%
52
Intersect Ent, Inc.
205,325$3.3B0.59%
53
NKTREURNektar Therapeutics
186,000$3.2B0.58%
54
RAREUltragenyx Pharmaceuticals Inc.
43,000$3.0B0.55%
55
NBIXNeurocrine Biosciences, Inc.
58,000$2.9B0.53%
56
MRKMerck & Co., Inc.
47,000$2.9B0.53%
57
LLYLilly Eli & Co.
35,000$2.8B0.51%
58
Novadaq Technologies Inc.
230,000$2.7B0.48%
59
ELVAnthem, Inc.
20,600$2.6B0.47%
60
TMOThermo Fisher Scientific Inc.
16,000$2.5B0.46%
61
QGENQiagen NV
91,500$2.5B0.45%
62
MGNXMacrogenics, Inc.
83,000$2.5B0.45%
63
PRTAProthena Corporation plc
41,000$2.5B0.44%
64
ALKSAlkermes Public Limited Company
51,500$2.4B0.44%
65
AGIOAgios Pharmaceuticals, Inc.
45,000$2.4B0.43%
66
HCAHCA Holdings, Inc.
31,200$2.4B0.43%
67
Zeltiq Aesthetics Inc.
60,000$2.4B0.43%
68
SGENEURSeattle Genetics, Inc.
43,000$2.3B0.42%
69
ANGOAngioDynamics, Inc.
130,000$2.3B0.41%
70
Impax Laboratories, Inc.
95,000$2.3B0.41%
71
ICPTUSDIntercept Pharmaceuticals, Inc.
13,500$2.2B0.40%
72
BIBProShares Trust
45,500$2.2B0.40%
73
Horizon Pharma plc
117,000$2.1B0.38%
74
EGRXEagle Pharmaceuticals Inc.
29,000$2.0B0.37%
75
GMEDGlobus Medical, Inc.
87,700$2.0B0.36%
76
Bluebird Bio, Inc.
29,000$2.0B0.36%
77
Achillion Pharmaceuticals, Inc.
240,000$1.9B0.35%
78
HUMHumana, Inc.
10,800$1.9B0.35%
79
Aetna Inc.
16,400$1.9B0.34%
80
Wright Med Group N V
70,309$1.7B0.31%
81
PFEPfizer Inc.
50,000$1.7B0.31%
82
ALNYAlnylam Pharmaceuticals Inc.
24,000$1.6B0.29%
83
CLVSEURClovis Oncology Inc.
43,000$1.6B0.28%
84
HCSGHealthcare Services Group Inc.
38,100$1.5B0.27%
85
INOInovio Pharmaceuticals, Inc.
155,000$1.4B0.26%
86
ACADAcadia Pharmaceuticals, Inc.
45,000$1.4B0.26%
87
INSYEURInsys Therapeutics Inc.
115,000$1.4B0.24%
88
Alere Inc
30,000$1.3B0.23%
89
BMYBristol-Myers Squibb Company
23,000$1.2B0.22%
90
LABUUSDDirexion SHS ETF TR
25,175$1.2B0.22%
91
Juno Therapeutics, Inc.
37,000$1.1B0.20%
92
Laboratory Corporation of America Holdings
8,000$1.1B0.20%
93
TFXTeleflex Incorporated
6,500$1.1B0.20%
94
Alder Biopharmaceuticals Inc.
33,000$1.1B0.20%
95
MOHMolina Healthcare Inc.
16,500$962.0M0.17%
96
ABBVAbbvie Inc.
15,000$946.0M0.17%
97
Envision Healthcare Hldgs Inc.
39,000$869.0M0.16%
98
CVSCVS Health Corporation
9,700$863.0M0.16%
99
Quotient Limited
110,000$860.0M0.16%
100
Portola Pharmaceuticals Inc.
36,000$818.0M0.15%
Page 1 of 2Next