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Livermore
Livermore
ZHEN

Bellevue Group AG

SEC CIK
0001674546
Latest filing
Aug 14, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
177
−14 vs. Q4 2021
Portfolio value
$8.61B
−$1.09B (−11.2%) vs. Q4 2021
Filed
May 13, 2022
SEC
Holdings of Bellevue Group AG in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
VRTXVertex Pharmaceuticals IncStock1,480,253$386.3M4.5%−311,508−17.4%ReducedHistory
IONSIonis Pharmaceuticals IncCOM9,918,073$367.4M4.3%−437,050−4.2%ReducedHistory
ARGXArgenx SESPONSORED ADR953,238$300.6M3.5%−43,800−4.4%ReducedHistory
NBIXNeurocrine Biosciences IncStock3,023,451$283.4M3.3%−157,100−4.9%ReducedHistory
MRNAModerna, Inc.Stock1,639,349$282.4M3.3%−69,900−4.1%ReducedHistory
INCYIncyte CorpCOM2,847,400$226.1M2.6%−109,600−3.7%ReducedHistory
ITCIIntra-Cellular Therapies, Inc.COM3,429,619$209.9M2.4%−199,300−5.5%ReducedHistory
ELVElevance Health, Inc.Stock411,637$202.2M2.3%−43,657−9.6%ReducedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM1,229,563$200.8M2.3%−105,577−7.9%ReducedHistory
ABTAbbott LaboratoriesStock1,622,927$192.1M2.2%−122,874−7.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW620,068$187.1M2.2%+35,605+6.1%AddedHistory
BSXBoston Scientific CorpStock3,913,947$173.3M2.0%+949,916+32.0%AddedHistory
UNHUnitedHealth Group IncStock305,701$155.9M1.8%−6,580−2.1%ReducedHistory
ARVNArvinas, Inc.COM2,179,253$146.7M1.7%−54,150−2.4%ReducedHistory
FATEFate Therapeutics IncCOM3,576,486$138.7M1.6%−199,250−5.3%ReducedHistory
TNDMTandem Diabetes Care IncCOM NEW1,116,508$129.8M1.5%+167,251+17.6%AddedHistory
AXNXAxonics, Inc.COM2,049,205$128.3M1.5%+177,191+9.5%AddedHistory
AGIOAgios Pharmaceuticals, Inc.COM4,129,292$120.2M1.4%−220,000−5.1%ReducedHistory
DXCMDexcom IncCOM234,900$120.2M1.4%−253−0.1%ReducedHistory
SYKStryker CorpStock440,225$117.7M1.4%+18,341+4.3%AddedHistory
JAZZJazz Pharmaceuticals plcSHS USD754,981$117.5M1.4%−131,873−14.9%ReducedHistory
RLAYRelay Therapeutics, Inc.COM3,918,962$117.3M1.4%−187,000−4.6%ReducedHistory
EWEdwards Lifesciences CorpStock912,785$107.5M1.2%−8,400−0.9%ReducedHistory
PODDInsulet CorpStock398,189$106.1M1.2%+15,466+4.0%AddedHistory
BDXBecton Dickinson & CoStock396,405$105.4M1.2%−59,007−13.0%ReducedHistory
DHRDanaher CorpStock357,062$104.7M1.2%−234,738−39.7%ReducedHistory
INSPInspire Medical Systems, Inc.COM397,506$102.0M1.2%−23,274−5.5%ReducedHistory
SAGESage Therapeutics, Inc.COM3,052,404$101.0M1.2%−175,600−5.4%ReducedHistory
MOHMolina Healthcare, Inc.COM302,797$101.0M1.2%−11,785−3.7%ReducedHistory
AMEDAmedisys IncCOM576,131$99.3M1.2%+86,119+17.6%AddedHistory
OPCHOption Care Health, Inc.COM NEW3,232,787$92.3M1.1%+308,744+10.6%AddedHistory
OMOutset Medical, Inc.COM2,017,159$91.6M1.1%+1,456,553+259.8%AddedHistory
SRPTSarepta Therapeutics, Inc.COM1,151,159$89.9M1.0%+324,418+39.2%AddedHistory
CDNACareDx, Inc.COM2,311,176$85.5M1.0%+844,624+57.6%AddedHistory
RVMDRevolution Medicines, Inc.COM3,310,662$84.5M1.0%−159,500−4.6%ReducedHistory
EVHEvolent Health, Inc.CL A2,612,263$84.4M1.0%+2,970+0.1%AddedHistory
INSMINSMED IncCOM PAR $.013,551,776$83.5M1.0%+30,915+0.9%AddedHistory
SWAVShockwave Medical, Inc.COM398,577$82.6M1.0%−28,033−6.6%ReducedHistory
MYOVMyovant Sciences Ltd.COM5,859,039$78.0M0.9%−310,000−5.0%ReducedHistory
KZRKezar Life Sciences, Inc.COM4,668,148$77.6M0.9%−250,000−5.1%ReducedHistory
HCAHCA Healthcare, Inc.COM300,197$75.2M0.9%+5,763+2.0%AddedHistory
Radius Health, Inc.750469207COM NEW8,318,714$73.5M0.9%+550,000+7.1%Added–
MDTMedtronic plcStock656,030$72.8M0.8%−11,378−1.7%ReducedHistory
MGNXMacrogenics IncCOM7,325,514$64.5M0.7%−1,234,948−14.4%ReducedHistory
IDXXIDEXX Laboratories IncCOM117,810$64.4M0.7%−169−0.1%ReducedHistory
HUMHumana IncStock147,442$64.2M0.7%−156,255−51.5%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM90,280$63.1M0.7%−2,780−3.0%ReducedHistory
CICigna GroupStock259,146$62.1M0.7%+13,972+5.7%AddedHistory
EXELExelixis, Inc.COM2,719,000$61.6M0.7%−140,000−4.9%ReducedHistory
ALGNAlign Technology IncCOM141,351$61.6M0.7%−5,213−3.6%ReducedHistory
ACCDAccolade, Inc.COM3,381,507$59.4M0.7%+660,132+24.3%AddedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT926,905$58.2M0.7%−47,779−4.9%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM1,098,712$55.8M0.6%+448,121+68.9%AddedHistory
CNCCentene CorpStock660,635$55.6M0.6%+625+0.1%AddedHistory
GMEDGlobus Medical IncStock745,254$55.0M0.6%−12,210−1.6%ReducedHistory
ABBVAbbVie Inc.Stock311,500$50.5M0.6%+4,600+1.5%AddedHistory
EXASExact Sciences CorpCOM719,303$50.3M0.6%+76,721+11.9%AddedHistory
ABMDAbiomed IncCOM150,178$49.7M0.6%00.0%UnchangedHistory
OMCLOmnicell, Inc.COM362,332$46.9M0.5%00.0%UnchangedHistory
BMYBristol Myers Squibb CoStock628,128$45.9M0.5%−431,219−40.7%ReducedHistory
PACBPacific Biosciences of California, Inc.COM4,881,752$44.4M0.5%+3,328,729+214.3%AddedHistory
ADPTAdaptive Biotechnologies CorpCOM3,145,293$43.7M0.5%+1,176,862+59.8%AddedHistory
SILKSilk Road Medical IncCOM1,045,567$43.2M0.5%+93,134+9.8%AddedHistory
PENPenumbra IncCOM193,654$43.0M0.5%−800.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock72,633$42.9M0.5%−25,695−26.1%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM1,024,200$40.8M0.5%−43,300−4.1%ReducedHistory
BIOBio-Rad Laboratories, Inc.CL A72,009$40.6M0.5%+32,326+81.5%AddedHistory
ATRCAtriCure, Inc.COM598,605$39.3M0.5%+100,049+20.1%AddedHistory
MTEMMolecular Templates, Inc.COM11,078,003$38.2M0.4%+200,000+1.8%AddedHistory
BAXBaxter International IncStock489,880$38.0M0.4%+40,031+8.9%AddedHistory
IQVIQVIA Holdings Inc.Stock159,120$36.8M0.4%−4,400−2.7%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS345,100$36.3M0.4%−23,500−6.4%ReducedHistory
CRLCharles River Laboratories International, Inc.COM126,406$35.9M0.4%+60,495+91.8%AddedHistory
COOCooper Companies, Inc.COM NEW83,216$34.8M0.4%−103−0.1%ReducedHistory
TFXTeleflex IncCOM97,714$34.7M0.4%−57−0.1%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock270,734$34.6M0.4%−456−0.2%ReducedHistory
VEEVVeeva Systems IncStock160,601$34.1M0.4%−4,354−2.6%ReducedHistory
BEAMBeam Therapeutics Inc.COM582,821$33.4M0.4%−30,000−4.9%ReducedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS1,750,690$33.1M0.4%+673,820+62.6%AddedHistory
EPIXESSA Pharma Inc.COM NEW5,034,814$31.1M0.4%00.0%UnchangedHistory
AUPHAurinia Pharmaceuticals Inc.COM2,405,825$29.8M0.3%+2,405,825NewHistory
AXSMAxsome Therapeutics, Inc.COM719,482$29.8M0.3%+67,545+10.4%AddedHistory
SRRKScholar Rock Holding CorpCOM2,184,425$28.2M0.3%−110,000−4.8%ReducedHistory
ILMNIllumina, Inc.COM78,881$27.6M0.3%+3,751+5.0%AddedHistory
CSTLCastle Biosciences IncCOM607,614$27.3M0.3%+607,614NewHistory
GBIOGeneration Bio Co.COM3,682,180$27.0M0.3%−190,000−4.9%ReducedHistory
TDOCTeladoc Health, Inc.COM363,216$26.2M0.3%00.0%UnchangedHistory
NKTRNektar TherapeuticsCOM4,808,401$25.9M0.3%+356,708+8.0%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS660,069$24.0M0.3%+2,413+0.4%AddedHistory
CVSCVS Health CorpStock232,355$23.5M0.3%+3,557+1.6%AddedHistory
HOLXHologic IncCOM275,783$21.2M0.2%−303,641−52.4%ReducedHistory
RMDResmed IncCOM86,349$20.9M0.2%−141−0.2%ReducedHistory
ESPREsperion Therapeutics, Inc.COM4,299,164$19.9M0.2%−220,000−4.9%ReducedHistory
TXG10x Genomics, Inc.CL A COM252,859$19.2M0.2%+20,187+8.7%AddedHistory
BNTXBioNTech SESPONSORED ADS111,766$19.1M0.2%−1,700−1.5%ReducedHistory
AVTRAvantor, Inc.COM512,216$17.3M0.2%00.0%UnchangedHistory
NVRONevro CorpCOM237,841$17.2M0.2%00.0%UnchangedHistory
MRSNMersana Therapeutics, Inc.COM3,954,000$15.8M0.2%−210,000−5.0%ReducedHistory
TMDXTransMedics Group, Inc.COM581,029$15.7M0.2%00.0%UnchangedHistory
PHRPhreesia, Inc.COM580,498$15.3M0.2%−11,829−2.0%ReducedHistory

Sold out since Q4 2021 (30)

Positions held at the end of Q4 2021 that are gone from this filing.

Positions of Bellevue Group AG sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
VCRAVocera Communications, Inc.COM1,160,613$75.3M0.8%History
MASIMasimo CorpCOM131,376$38.5M0.4%History
NEONeogenomics IncCOM NEW469,695$16.0M0.2%History
ZLABZai Lab LtdADR126,600$7.96M0.1%History
NBPNovaBridge BiosciencesSPONSORED ADS144,957$6.87M0.1%History
ONCBeOne Medicines Ltd.ADR23,000$6.23M0.1%History
OSCROscar Health, Inc.CL A679,952$5.34M0.1%History
CTLTCatalent, Inc.COM23,100$2.96M<0.1%History
DGXQuest Diagnostics IncCOM15,250$2.64M<0.1%History
SYNHSyneos Health, Inc.CL A21,500$2.21M<0.1%History
LLYEli Lilly & CoStock7,552$2.09M<0.1%History
ZTSZoetis Inc.Stock7,100$1.73M<0.1%History
NVAXNovavax IncCOM NEW10,400$1.49M<0.1%History
CLLSCellectis S.A.SPON ADS82,500$670.0K<0.1%History
LYVLive Nation Entertainment, Inc.COM4,700$563.0K<0.1%History
ENTGEntegris IncCOM3,000$416.0K<0.1%History
MKLMarkel Group Inc.COM300$370.0K<0.1%History
Cyberark Software LtdM2682V108SHS2,100$364.0K<0.1%–
GGGGraco IncCOM4,500$363.0K<0.1%History
NYTNew York Times CoCL A7,500$362.0K<0.1%History
EAElectronic Arts Inc.COM2,270$299.0K<0.1%History
FTNTFortinet, Inc.Stock803$289.0K<0.1%History
AZPNASPENTECH CorpCOM1,874$285.0K<0.1%History
SPOTSpotify Technology S.A.Stock1,100$257.0K<0.1%History
JDJD.com, Inc.SPON ADS CL A3,600$252.0K<0.1%History
AXPAmerican Express CoStock1,500$245.0K<0.1%History
OLEDUniversal Display CorpCOM1,365$225.0K<0.1%History
CLXClorox CoStock1,200$209.0K<0.1%History
AAgilent Technologies, Inc.COM1,000$160.0K<0.1%History
STNEStoneCo Ltd.COM4,300$72.0K<0.1%History