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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
VYGRVoyager Therapeutics, Inc.COM31,800$150.0K<0.1%––History
ICPTIntercept Pharmaceuticals, Inc.COM8,000$185.0K<0.1%––History
MELIMercadolibre IncCOM170$250.0K<0.1%––History
STNEStoneCo Ltd.COM4,300$263.0K<0.1%––History
Cyberark Software LtdM2682V108SHS2,100$272.0K<0.1%–––
RVTYRevvity, Inc.COM2,200$282.0K<0.1%––History
CTLTCatalent, Inc.COM2,700$284.0K<0.1%––History
IPGPIpg Photonics CorpCOM1,350$285.0K<0.1%––History
CSGPCostar Group, Inc.COM350$288.0K<0.1%––History
JDJD.com, Inc.SPON ADS CL A3,600$304.0K<0.1%––History
ANSSAnsys IncCOM900$306.0K<0.1%––History
EAElectronic Arts Inc.COM2,270$307.0K<0.1%––History
VRSKVerisk Analytics, Inc.COM1,739$307.0K<0.1%––History
POOLPool CorpCOM900$311.0K<0.1%––History
MTDMettler Toledo International IncCOM270$312.0K<0.1%––History
BF.BBrown Forman CorpStock4,600$317.0K<0.1%––History
GGGGraco IncCOM4,500$322.0K<0.1%––History
OLEDUniversal Display CorpCOM1,365$323.0K<0.1%––History
FDSFactset Research Systems IncStock1,050$324.0K<0.1%––History
MTCHMatch Group, Inc.COM2,378$327.0K<0.1%––History
MKTXMarketaxess Holdings IncCOM662$330.0K<0.1%––History
WABWestinghouse Air Brake Technologies CorpStock4,200$332.0K<0.1%––History
SCIService Corp InternationalCOM6,500$332.0K<0.1%––History
STZConstellation Brands, Inc.Stock1,459$333.0K<0.1%––History
TRUTransUnionCOM3,696$333.0K<0.1%––History
ICEIntercontinental Exchange, Inc.Stock3,000$335.0K<0.1%––History
ENTGEntegris IncCOM3,000$335.0K<0.1%––History
VRSNVerisign IncCOM1,700$338.0K<0.1%––History
WSOWatsco IncCOM1,300$339.0K<0.1%––History
ULTAUlta Beauty, Inc.Stock1,100$340.0K<0.1%––History
TYLTyler Technologies IncCOM800$340.0K<0.1%––History
MSCIMSCI Inc.Stock816$342.0K<0.1%––History
STSensata Technologies Holding plcSHS5,900$342.0K<0.1%––History
AAgilent Technologies, Inc.COM2,700$343.0K<0.1%––History
INTUIntuit Inc.Stock900$345.0K<0.1%––History
AZPNASPENTECH CorpCOM2,400$346.0K<0.1%––History
IQVIQVIA Holdings Inc.Stock1,800$348.0K<0.1%––History
FASTFastenal CoStock7,000$352.0K<0.1%––History
SBUXStarbucks CorpStock3,234$353.0K<0.1%––History
DLBDolby Laboratories, Inc.COM CL A3,600$355.0K<0.1%––History
AXPAmerican Express CoStock2,600$368.0K<0.1%––History
DPZDominos Pizza IncCOM1,000$368.0K<0.1%––History
BKNGBooking Holdings Inc.Stock160$373.0K<0.1%––History
MCOMoodys CorpStock1,250$373.0K<0.1%––History
TRMBTrimble Inc.COM4,800$373.0K<0.1%––History
KMXCarMax IncCOM2,850$378.0K<0.1%––History
PAYXPaychex IncStock3,900$382.0K<0.1%––History
ITGartner IncCOM2,100$383.0K<0.1%––History
SWKSSkyworks Solutions, Inc.Stock2,100$385.0K<0.1%––History
TWTradeweb Markets Inc.Stock5,200$385.0K<0.1%––History
CLXClorox CoStock2,000$386.0K<0.1%––History
ELEstee Lauder Companies IncCL A1,348$392.0K<0.1%––History
TCOMTrip.com Group LtdADS10,000$396.0K<0.1%––History
LYVLive Nation Entertainment, Inc.COM4,700$398.0K<0.1%––History
FTNTFortinet, Inc.Stock2,200$406.0K<0.1%––History
SPGIS&P Global Inc.Stock1,200$423.0K<0.1%––History
MKLMarkel Group Inc.COM400$456.0K<0.1%––History
MCKMcKesson CorpStock2,430$474.0K<0.1%––History
CYVNYOpthea LtdSPONSORED ADS50,000$483.0K<0.1%––History
RDYDr Reddys Laboratories LtdADR8,500$522.0K<0.1%––History
MKCMcCormick & Co IncStock5,900$526.0K<0.1%––History
KOSKosmos Energy Ltd.COM195,000$599.0K<0.1%––History
JMIAJumia Technologies AGSPONSORED ADS18,000$638.0K<0.1%––History
QUREuniQure N.V.SHS34,500$1.16M<0.1%––History
YI111, Inc.ADS85,000$1.17M<0.1%––History
SYNHSyneos Health, Inc.CL A19,000$1.44M<0.1%––History
CAHCardinal Health IncStock24,000$1.46M<0.1%––History
SRPTSarepta Therapeutics, Inc.COM20,300$1.51M<0.1%––History
KURAKura Oncology, Inc.COM58,000$1.64M<0.1%––History
MRTXMirati Therapeutics, Inc.COM9,800$1.68M<0.1%––History
CLLSCellectis S.A.SPON ADS83,500$1.69M<0.1%––History
ACADAcadia Pharmaceuticals IncCOM65,900$1.70M<0.1%––History
DRNADicerna Pharmaceuticals IncCOM68,000$1.74M<0.1%––History
ASNDAscendis Pharma A/SSPONSORED ADR15,500$2.00M<0.1%––History
APLSApellis Pharmaceuticals, Inc.COM48,000$2.06M<0.1%––History
KYNBKyntra Bio, Inc.COM60,000$2.08M<0.1%––History
RCUSArcus Biosciences, Inc.COM75,000$2.11M<0.1%––History
ALLKAllakos Inc.COM18,500$2.12M<0.1%––History
GW Pharmaceuticals PLC36197T103ADS10,000$2.17M<0.1%–––
XNCRXencor IncCOM53,100$2.29M<0.1%––History
BHVNBiohaven Ltd.COM36,000$2.46M<0.1%––History
Curevac N VN2451R105COM28,900$2.64M<0.1%–––
BMRNBiomarin Pharmaceutical IncCOM37,000$2.79M<0.1%––History
LHLabcorp Holdings Inc.COM NEW14,200$3.62M<0.1%––History
RAREUltragenyx Pharmaceutical Inc.COM41,000$4.67M<0.1%––History
SGENSeagen Inc.COM35,300$4.90M0.1%––History
BNTXBioNTech SESPONSORED ADS45,500$4.97M0.1%––History
Olink Hldg AB680710100SPONSORED ADS152,137$5.48M0.1%–––
SEERSeer, Inc.COM CL A110,228$5.51M0.1%––History
SGFYSignify Health, Inc.CL A COM200,000$5.85M0.1%––History
JNJJohnson & JohnsonStock41,100$6.75M0.1%––History
GILDGilead Sciences, Inc.Stock111,000$7.17M0.1%––History
LUNGPulmonx CorpCOM176,510$8.07M0.1%––History
CVSCVS Health CorpStock124,548$9.37M0.1%––History
NBPNovaBridge BiosciencesSPONSORED ADS198,457$9.62M0.1%––History
XRAYDentsply Sirona Inc.Stock159,129$10.2M0.1%––History
TRHCTabula Rasa HealthCare, Inc.COM227,178$10.5M0.1%––History
ZLABZai Lab LtdADR86,500$11.5M0.1%––History
BNRBurning Rock Biotech LtdSPONSORED ADS432,926$11.7M0.1%––History
IRTCiRhythm Holdings, Inc.COM87,631$12.2M0.1%––History