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Bellevue Group AG

SEC CIK
0001674546
Latest filing
Aug 14, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.

Institution overview
Positions
216
No 13F data for Q4 2020
Portfolio value
$9.45B
No 13F data for Q4 2020
Filed
May 12, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Bellevue Group AG in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
IONSIonis Pharmaceuticals IncCOM8,984,234$403.9M4.3%––History
MRNAModerna, Inc.Stock2,809,950$368.0M3.9%––History
NBIXNeurocrine Biosciences IncStock3,274,551$318.4M3.4%––History
VRTXVertex Pharmaceuticals IncStock1,376,704$295.8M3.1%––History
ARGXArgenx SESPONSORED ADR954,554$262.9M2.8%––History
INCYIncyte CorpCOM3,005,700$244.3M2.6%––History
AGIOAgios Pharmaceuticals, Inc.COM4,537,092$234.3M2.5%––History
ALNYAlnylam Pharmaceuticals, Inc.COM1,627,114$229.7M2.4%––History
ALXNAlexion Pharmaceuticals, Inc.COM1,308,728$200.1M2.1%––History
MGNXMacrogenics IncCOM6,027,926$192.0M2.0%––History
FATEFate Therapeutics IncCOM2,209,336$182.2M1.9%––History
ABTAbbott LaboratoriesStock1,392,999$166.9M1.8%––History
ISRGIntuitive Surgical IncCOM NEW220,775$163.1M1.7%––History
Radius Health, Inc.750469207COM NEW7,531,414$157.1M1.7%–––
BIIBBiogen Inc.COM558,400$156.2M1.7%––History
ELVElevance Health, Inc.Stock385,548$138.4M1.5%––History
ARVNArvinas, Inc.COM2,071,503$136.9M1.4%––History
SAGESage Therapeutics, Inc.COM1,810,704$135.5M1.4%––History
UNHUnitedHealth Group IncStock357,381$133.0M1.4%––History
BMYBristol Myers Squibb CoStock2,085,152$131.6M1.4%––History
HALOHalozyme Therapeutics, Inc.COM3,011,966$125.6M1.3%––History
ITCIIntra-Cellular Therapies, Inc.COM3,659,919$124.2M1.3%––History
HUMHumana IncStock288,719$121.0M1.3%––History
CRSPCRISPR Therapeutics AGNAMEN AKT978,384$119.2M1.3%––History
PODDInsulet CorpStock434,188$113.3M1.2%––History
BDXBecton Dickinson & CoStock460,965$112.1M1.2%––History
ESPREsperion Therapeutics, Inc.COM3,989,164$111.9M1.2%––History
CICigna GroupStock448,162$108.3M1.1%––History
SRRKScholar Rock Holding CorpCOM2,131,125$108.0M1.1%––History
MYOVMyovant Sciences Ltd.COM5,194,039$106.9M1.1%––History
DHRDanaher CorpStock473,140$106.5M1.1%––History
MTEMMolecular Templates, Inc.COM8,148,105$102.8M1.1%––History
JAZZJazz Pharmaceuticals plcSHS USD550,650$90.5M1.0%––History
BSXBoston Scientific CorpStock2,326,787$89.9M1.0%––History
AXNXAxonics, Inc.COM1,456,274$87.2M0.9%––History
INSMINSMED IncCOM PAR $.012,477,166$84.4M0.9%––History
SYKStryker CorpStock344,514$83.9M0.9%––History
CNCCentene CorpStock1,290,597$82.5M0.9%––History
NKTRNektar TherapeuticsCOM3,954,604$79.1M0.8%––History
ALGNAlign Technology IncCOM143,960$78.0M0.8%––History
DXCMDexcom IncCOM216,193$77.7M0.8%––History
EWEdwards Lifesciences CorpStock890,256$74.5M0.8%––History
HRCHill-Rom Holdings, Inc.COM660,628$73.0M0.8%––History
EVHEvolent Health, Inc.CL A3,528,547$71.3M0.8%––History
ACCDAccolade, Inc.COM1,561,121$70.8M0.7%––History
HCAHCA Healthcare, Inc.COM374,563$70.5M0.7%––History
GBIOGeneration Bio Co.COM2,393,180$68.1M0.7%––History
HOLXHologic IncCOM913,752$68.0M0.7%––History
RLAYRelay Therapeutics, Inc.COM1,931,344$66.8M0.7%––History
EXELExelixis, Inc.COM2,944,500$66.5M0.7%––History
INSPInspire Medical Systems, Inc.COM320,188$66.3M0.7%––History
SWAVShockwave Medical, Inc.COM484,564$63.1M0.7%––History
SILKSilk Road Medical IncCOM1,158,924$58.7M0.6%––History
BIOBio-Rad Laboratories, Inc.CL A100,202$57.2M0.6%––History
CRLCharles River Laboratories International, Inc.COM188,385$54.6M0.6%––History
BDTXBlack Diamond Therapeutics, Inc.COM2,243,000$54.4M0.6%––History
PACBPacific Biosciences of California, Inc.COM1,617,505$53.9M0.6%––History
EPIXESSA Pharma Inc.COM NEW1,825,814$53.0M0.6%––History
TFXTeleflex IncCOM121,361$50.4M0.5%––History
RVMDRevolution Medicines, Inc.COM1,065,770$48.9M0.5%––History
PENPenumbra IncCOM179,875$48.7M0.5%––History
MOHMolina Healthcare, Inc.COM205,234$48.0M0.5%––History
TNDMTandem Diabetes Care IncCOM NEW527,134$46.5M0.5%––History
TDOCTeladoc Health, Inc.COM254,577$46.3M0.5%––History
GHGuardant Health, Inc.COM302,866$46.2M0.5%––History
MRSNMersana Therapeutics, Inc.COM2,850,010$46.1M0.5%––History
ABMDAbiomed IncCOM142,684$45.5M0.5%––History
BEAMBeam Therapeutics Inc.COM566,821$45.4M0.5%––History
ZBHZimmer Biomet Holdings, Inc.Stock280,082$44.8M0.5%––History
IDXXIDEXX Laboratories IncCOM91,249$44.6M0.5%––History
AMGNAmgen IncStock176,440$43.9M0.5%––History
OMCLOmnicell, Inc.COM327,919$42.6M0.5%––History
ABBVAbbVie Inc.Stock384,100$41.6M0.4%––History
TXG10x Genomics, Inc.CL A COM229,039$41.5M0.4%––History
GKOSGLAUKOS CorpCOM489,342$41.1M0.4%––History
QTRXQuanterix CorpCOM697,432$40.8M0.4%––History
BAXBaxter International IncStock474,623$40.0M0.4%––History
GMEDGlobus Medical IncStock647,509$39.9M0.4%––History
VEEVVeeva Systems IncStock152,800$39.9M0.4%––History
DVADavita Inc.COM367,600$39.6M0.4%––History
MDTMedtronic plcStock332,522$39.3M0.4%––History
NEONeogenomics IncCOM NEW787,953$38.0M0.4%––History
HZNPHorizon Therapeutics Public Ltd CoSHS408,500$37.6M0.4%––History
HCATHealth Catalyst, Inc.COM741,855$34.7M0.4%––History
ATRCAtriCure, Inc.COM497,712$32.6M0.3%––History
AMWLAmerican Well CorpCL A1,868,433$32.5M0.3%––History
ONEM1Life Healthcare IncCOM823,135$32.2M0.3%––History
PHRPhreesia, Inc.COM613,013$31.9M0.3%––History
TMDXTransMedics Group, Inc.COM742,200$30.8M0.3%––History
MASIMasimo CorpCOM126,196$29.0M0.3%––History
EXASExact Sciences CorpCOM218,140$28.7M0.3%––History
HCMHUTCHMED (China) LtdSPONSORED ADS975,488$27.6M0.3%––History
KZRKezar Life Sciences, Inc.COM4,533,148$27.0M0.3%––History
OPCHOption Care Health, Inc.COM NEW1,508,320$26.8M0.3%––History
COOCooper Companies, Inc.COM NEW69,367$26.6M0.3%––History
NVRONevro CorpCOM181,013$25.3M0.3%––History
ILMNIllumina, Inc.COM60,918$23.4M0.2%––History
ONCBeOne Medicines Ltd.ADR59,700$20.8M0.2%––History
NUANNuance Communications, Inc.COM468,885$20.5M0.2%––History
EAREargo, Inc.COM387,857$19.4M0.2%––History