Bellevue Group AG Q4 2021 Filing

Filed February 10, 2022

Portfolio Value

$9.7T

Holdings

191

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (191 positions)

#StockSharesValue% PortfolioType
1
MRNAMODERNA INC
1,709,249$434.1B4.47%
2
VRTXVERTEX PHARMACEUTICALS INC
1,791,761$393.5B4.06%
3
ARGXARGENX SE
997,038$349.2B3.60%
4
ISIIONIS PHARMACEUTICALS INC
10,355,123$315.1B3.25%
5
NBIXNEUROCRINE BIOSCIENCES INC
3,180,551$270.9B2.79%
6
ABTABBOTT LABS
1,745,801$245.7B2.53%
7
ALNYALNYLAM PHARMACEUTICALS INC
1,335,140$226.4B2.33%
8
FATEFATE THERAPEUTICS INC
3,775,736$220.9B2.28%
9
INCYINCYTE CORP
2,957,000$217.0B2.24%
10
ELVANTHEM INC
455,294$211.0B2.18%
11
ISRGINTUITIVE SURGICAL INC
584,463$210.0B2.16%
12
DHRDANAHER CORPORATION
591,800$194.7B2.01%
13
ITCIEURINTRA-CELLULAR THERAPIES INC
3,628,919$189.9B1.96%
14
ARVNARVINAS INC
2,233,403$183.5B1.89%
15
UNHUNITEDHEALTH GROUP INC
312,281$156.8B1.62%
16
AGIOAGIOS PHARMACEUTICALS INC
4,349,292$143.0B1.47%
17
TNDMTANDEM DIABETES CARE INC
949,257$142.9B1.47%
18
HUMHUMANA INC
303,697$140.9B1.45%
19
MGNXMACROGENICS INC
8,560,462$137.4B1.42%
20
SG7SAGE THERAPEUTICS INC
3,228,004$137.3B1.42%
21
DC4DEXCOM INC
235,153$126.3B1.30%
22
RLAYRELAY THERAPEUTICS INC
4,105,962$126.1B1.30%
23
BIIBBIOGEN INC
525,000$126.0B1.30%
24
BSXBOSTON SCIENTIFIC CORP
2,964,031$125.9B1.30%
25
EWEDWARDS LIFESCIENCES CORP
921,185$119.3B1.23%
26
BDXBECTON DICKINSON & CO
455,412$114.5B1.18%
27
JAZZJAZZ PHARMACEUTICALS PLC
886,854$113.0B1.16%
28
SYKSTRYKER CORPORATION
421,884$112.8B1.16%
29
AXNX*AXONICS INC
1,872,014$104.8B1.08%
30
PODDINSULET CORP
382,723$101.8B1.05%
31
MOHMOLINA HEALTHCARE INC
314,582$100.1B1.03%
32
INSPINSPIRE MED SYS INC
420,780$96.8B1.00%
33
AFWALIGN TECHNOLOGY INC
146,564$96.3B0.99%
34
MYOVANT SCIENCES LTD
6,169,039$96.1B0.99%
35
IM8NINSMED INC
3,520,861$95.9B0.99%
36
RVMDREVOLUTION MEDICINES INC
3,470,162$87.3B0.90%
37
OPCHOPTION CARE HEALTH INC
2,924,043$83.2B0.86%
38
KZRKEZAR LIFE SCIENCES INC
4,918,148$82.2B0.85%
39
AMEDAMEDISYS INC
490,012$79.3B0.82%
40
IDXXIDEXX LABS INC
117,979$77.7B0.80%
41
SWAVUSDSHOCKWAVE MED INC
426,610$76.1B0.78%
42
HCAHCA HEALTHCARE INC
294,434$75.6B0.78%
43
VCRAUSDVOCERA COMMUNICATONS INC
1,160,613$75.3B0.78%
44
SRPTSAREPTA THERAPEUTICS INC
826,741$74.4B0.77%
45
CRSPCRISPR THERAPEUTICS AG
974,684$73.9B0.76%
46
EVHEVOLENT HEALTH INC
2,609,293$72.2B0.74%
47
ACCDEURACCOLADE INC
2,721,375$71.7B0.74%
48
EPIEURESSA PHARMA INC
5,034,814$71.5B0.74%
49
MDTMEDTRONIC PLC
667,408$69.0B0.71%
50
CDNACAREDX INC
1,466,552$66.7B0.69%
51
BMYBRISTOL-MYERS SQUIBB CO
1,059,347$66.0B0.68%
52
TMOTHERMO FISHER SCIENTIFIC INC
98,328$65.6B0.68%
53
OMCLOMNICELL INC
362,332$65.4B0.67%
54
NKTREURNEKTAR THERAPEUTICS
4,451,693$60.1B0.62%
55
REGNREGENERON PHARMACEUTICALS
93,060$58.8B0.61%
56
SRRKSCHOLAR ROCK HLDG CORP
2,294,425$57.0B0.59%
57
CICIGNA CORP NEW
245,174$56.3B0.58%
58
PENPENUMBRA INC
193,734$55.7B0.57%
59
ADPTADAPTIVE BIOTECHNOLOGIES COR
1,968,431$55.2B0.57%
60
GMEDGLOBUS MED INC
757,464$54.7B0.56%
61
CNCCENTENE CORP DEL
660,010$54.4B0.56%
62
ABMDEURABIOMED INC
150,178$53.9B0.56%
63
RADIUS HEALTH INC
7,768,714$53.8B0.55%
64
EX9EXELIXIS INC
2,859,000$52.3B0.54%
65
EXASEXACT SCIENCES CORP
642,582$50.0B0.52%
66
BEAMBEAM THERAPEUTICS INC
612,821$48.8B0.50%
67
IQVIQVIA HLDGS INC
163,520$46.1B0.48%
68
HOLXHOLOGIC INC
579,424$44.4B0.46%
69
HALOHALOZYME THERAPEUTICS INC
1,067,500$42.9B0.44%
70
MOLECULAR TEMPLATES INC
10,878,003$42.6B0.44%
71
VEEVVEEVA SYS INC
164,955$42.1B0.43%
72
ABBVABBVIE INC
306,900$41.6B0.43%
73
SILKSILK RD MED INC
952,433$40.6B0.42%
74
HZNPHORIZON THERAPEUTICS PUB L
368,600$39.7B0.41%
75
BAXBAXTER INTL INC
449,849$38.6B0.40%
76
3M4MASIMO CORP
131,376$38.5B0.40%
77
HCMHUTCHMED CHINA LTD
1,076,870$37.8B0.39%
78
COOCOOPER COS INC
83,319$34.9B0.36%
79
ATRCATRICURE INC
498,556$34.7B0.36%
80
TXG10X GENOMICS INC
232,672$34.7B0.36%
81
ZBHZIMMER BIOMET HOLDINGS INC
271,190$34.5B0.36%
82
TDOCTELADOC HEALTH INC
363,216$33.4B0.34%
83
TFXTELEFLEX INCORPORATED
97,771$32.1B0.33%
84
PACBPACIFIC BIOSIENCES CALIF IN
1,553,023$31.8B0.33%
85
APLSAPELLIS PHARMACEUTICALS INC
650,591$30.8B0.32%
86
LEGNLEGEND BIOTECH CORP
657,656$30.7B0.32%
87
BUWABIO RAD LABS INC
39,683$30.0B0.31%
88
GHGUARDANT HEALTH INC
293,612$29.4B0.30%
89
BNTXBIONTECH SE
113,466$29.3B0.30%
90
ILMNILLUMINA INC
75,130$28.6B0.29%
91
HCATHEALTH CATALYST INC
692,666$27.4B0.28%
92
GBIOGBXGENERATION BIO CO
3,872,180$27.4B0.28%
93
MERSANA THERAPEUTICS INC
4,164,000$25.9B0.27%
94
OMGBPOUTSET MED INC
560,606$25.8B0.27%
95
CRLCHARLES RIV LABS INTL INC
65,911$24.8B0.26%
96
PHRPHREESIA INC
592,327$24.7B0.25%
97
AXSMAXSOME THERAPEUTICS INC
651,937$24.6B0.25%
98
CVSCVS HEALTH CORP
228,798$23.6B0.24%
99
ESPRESPERION THERAPEUTICS INC NE
4,519,164$22.6B0.23%
100
RMERESMED INC
86,490$22.5B0.23%
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