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Livermore
Livermore
ZHEN

Bellevue Group AG

SEC CIK
0001674546
Latest filing
Aug 14, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
176
+4 vs. Q2 2022
Portfolio value
$6.97B
−$106.5M (−1.5%) vs. Q2 2022
Filed
Nov 14, 2022
SEC
Holdings of Bellevue Group AG in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
IONSIonis Pharmaceuticals IncCOM9,463,400$418.6M6.0%−313,128−3.2%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,158,126$335.3M4.8%−18,010−1.5%ReducedHistory
ARGXArgenx SESPONSORED ADR919,346$331.9M4.8%−14,457−1.5%ReducedHistory
NBIXNeurocrine Biosciences IncStock2,855,146$303.2M4.4%+10,841+0.4%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM956,762$191.5M2.7%−101,424−9.6%ReducedHistory
MRNAModerna, Inc.Stock1,559,801$184.4M2.6%−17,550−1.1%ReducedHistory
INCYIncyte CorpCOM2,744,277$182.9M2.6%−29,100−1.0%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW898,092$168.3M2.4%−11,256−1.2%ReducedHistory
ITCIIntra-Cellular Therapies, Inc.COM3,329,279$154.9M2.2%−20,100−0.6%ReducedHistory
AXNXAxonics, Inc.COM2,193,200$154.5M2.2%−120,652−5.2%ReducedHistory
ABTAbbott LaboratoriesStock1,569,851$151.9M2.2%−3,956−0.3%ReducedHistory
UNHUnitedHealth Group IncStock296,754$149.9M2.2%−5,290−1.8%ReducedHistory
BSXBoston Scientific CorpStock3,804,047$147.3M2.1%−46,124−1.2%ReducedHistory
SAGESage Therapeutics, Inc.COM2,970,678$116.3M1.7%−2,500−0.1%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM4,058,792$114.8M1.6%−4,000−0.1%ReducedHistory
JAZZJazz Pharmaceuticals plcSHS USD823,839$109.8M1.6%−94,068−10.2%ReducedHistory
MYOVMyovant Sciences Ltd.COM5,912,639$106.2M1.5%−7,000−0.1%ReducedHistory
ARVNArvinas, Inc.COM2,190,762$97.5M1.4%+66,486+3.1%AddedHistory
SYKStryker CorpStock476,932$96.6M1.4%−702−0.1%ReducedHistory
DHRDanaher CorpStock367,435$94.9M1.4%+3,399+0.9%AddedHistory
RLAYRelay Therapeutics, Inc.COM4,204,820$94.1M1.3%+172,558+4.3%AddedHistory
RVMDRevolution Medicines, Inc.COM4,680,162$92.3M1.3%+1,296,900+38.3%AddedHistory
ELVElevance Health, Inc.Stock202,492$92.0M1.3%−6,008−2.9%ReducedHistory
PODDInsulet CorpStock373,953$85.8M1.2%−12,382−3.2%ReducedHistory
EWEdwards Lifesciences CorpStock1,025,715$84.8M1.2%+15,088+1.5%AddedHistory
FATEFate Therapeutics IncCOM3,746,086$84.0M1.2%+196,000+5.5%AddedHistory
SRPTSarepta Therapeutics, Inc.COM755,898$83.6M1.2%−383,557−33.7%ReducedHistory
OPCHOption Care Health, Inc.COM NEW2,629,172$82.7M1.2%−258,087−8.9%ReducedHistory
MOHMolina Healthcare, Inc.COM240,590$79.4M1.1%−7,723−3.1%ReducedHistory
SWAVShockwave Medical, Inc.COM276,132$76.8M1.1%−94,567−25.5%ReducedHistory
TNDMTandem Diabetes Care IncCOM NEW1,566,015$74.9M1.1%+250,142+19.0%AddedHistory
BDXBecton Dickinson & CoStock334,838$74.6M1.1%−8,144−2.4%ReducedHistory
INSPInspire Medical Systems, Inc.COM401,768$71.3M1.0%−5,289−1.3%ReducedHistory
DXCMDexcom IncCOM860,460$69.3M1.0%−68,048−7.3%ReducedHistory
INSMINSMED IncCOM PAR $.013,214,704$69.2M1.0%−406,858−11.2%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM1,007,444$68.8M1.0%−198,978−16.5%ReducedHistory
EVHEvolent Health, Inc.CL A1,869,055$67.2M1.0%−149,466−7.4%ReducedHistory
HUMHumana IncStock134,206$65.1M0.9%−11,103−7.6%ReducedHistory
CRSPCRISPR Therapeutics AGNAMEN AKT928,305$60.7M0.9%+6,300+0.7%AddedHistory
AMEDAmedisys IncCOM598,934$58.0M0.8%+13,780+2.4%AddedHistory
HCAHCA Healthcare, Inc.COM285,789$52.5M0.8%−6,982−2.4%ReducedHistory
CICigna GroupStock188,701$52.4M0.8%−4,956−2.6%ReducedHistory
CRLCharles River Laboratories International, Inc.COM262,993$51.8M0.7%+31,924+13.8%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,800,000$50.6M0.7%+875,000+94.6%AddedHistory
MDTMedtronic plcStock615,926$49.7M0.7%−29,580−4.6%ReducedHistory
SILKSilk Road Medical IncCOM1,047,356$47.1M0.7%+700.0%AddedHistory
CDNACareDx, Inc.COM2,601,446$44.3M0.6%+63,922+2.5%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A101,818$42.5M0.6%+10,657+11.7%AddedHistory
EXELExelixis, Inc.COM2,673,500$41.9M0.6%−5,000−0.2%ReducedHistory
CNCCentene CorpStock528,440$41.1M0.6%−17,463−3.2%ReducedHistory
ABMDAbiomed IncCOM166,355$40.9M0.6%−3,154−1.9%ReducedHistory
ACCDAccolade, Inc.COM3,571,870$40.8M0.6%−63,016−1.7%ReducedHistory
GMEDGlobus Medical IncStock647,163$38.6M0.6%−9,518−1.4%ReducedHistory
OMOutset Medical, Inc.COM2,417,456$38.5M0.6%+90,738+3.9%AddedHistory
HALOHalozyme Therapeutics, Inc.COM930,500$36.8M0.5%−40,800−4.2%ReducedHistory
EXASExact Sciences CorpCOM1,129,653$36.7M0.5%+371,630+49.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock72,144$36.6M0.5%+326+0.5%AddedHistory
OMCLOmnicell, Inc.COM414,284$36.1M0.5%−11,539−2.7%ReducedHistory
PENPenumbra IncCOM189,774$36.0M0.5%−2,814−1.5%ReducedHistory
IDXXIDEXX Laboratories IncCOM108,822$35.5M0.5%−6,951−6.0%ReducedHistory
PFEPfizer IncStock767,300$33.6M0.5%−68,384−8.2%ReducedHistory
PACBPacific Biosciences of California, Inc.COM5,439,551$31.6M0.5%−521,678−8.8%ReducedHistory
HRMYHarmony Biosciences Holdings, Inc.COM657,188$29.1M0.4%−44,880−6.4%ReducedHistory
IQVIQVIA Holdings Inc.Stock160,227$29.0M0.4%−8,371−5.0%ReducedHistory
ESPREsperion Therapeutics, Inc.COM4,225,264$28.3M0.4%−10,000−0.2%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock265,270$27.7M0.4%−817−0.3%ReducedHistory
MRSNMersana Therapeutics, Inc.COM4,082,600$27.6M0.4%+187,400+4.8%AddedHistory
TMDXTransMedics Group, Inc.COM653,814$27.3M0.4%+73,927+12.7%AddedHistory
BEAMBeam Therapeutics Inc.COM571,721$27.2M0.4%−900−0.2%ReducedHistory
KZRKezar Life Sciences, Inc.COM3,031,000$26.1M0.4%−4,000−0.1%ReducedHistory
VEEVVeeva Systems IncStock157,591$26.0M0.4%−11,185−6.6%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS625,461$25.5M0.4%−4,978−0.8%ReducedHistory
MGNXMacrogenics IncCOM7,325,514$25.3M0.4%00.0%UnchangedHistory
ATRCAtriCure, Inc.COM642,447$25.1M0.4%+551+0.1%AddedHistory
CSTLCastle Biosciences IncCOM941,871$24.6M0.4%+812+0.1%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM589,262$24.4M0.4%−6,118−1.0%ReducedHistory
ADPTAdaptive Biotechnologies CorpCOM3,279,620$23.4M0.3%−259,435−7.3%ReducedHistory
AXSMAxsome Therapeutics, Inc.COM496,524$22.2M0.3%−320,617−39.2%ReducedHistory
CVSCVS Health CorpStock225,114$21.5M0.3%−4,039−1.8%ReducedHistory
COOCooper Companies, Inc.COM NEW81,313$21.5M0.3%−166−0.2%ReducedHistory
AUPHAurinia Pharmaceuticals Inc.COM2,846,457$21.4M0.3%+175,044+6.6%AddedHistory
BNTXBioNTech SESPONSORED ADS153,580$20.7M0.3%+2,380+1.6%AddedHistory
GBIOGeneration Bio Co.COM3,627,280$19.3M0.3%00.0%UnchangedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS301,850$18.7M0.3%−35,584−10.5%ReducedHistory
RMDResmed IncCOM84,612$18.5M0.3%−253−0.3%ReducedHistory
PRVAPrivia Health Group, Inc.COM515,030$17.5M0.3%−4,846−0.9%ReducedHistory
BAXBaxter International IncStock319,548$17.2M0.2%−138,271−30.2%ReducedHistory
PHRPhreesia, Inc.COM666,419$17.0M0.2%−13,734−2.0%ReducedHistory
ILMNIllumina, Inc.COM85,927$16.4M0.2%−940−1.1%ReducedHistory
WVEWave Life Sciences, Inc.SHS4,494,458$16.2M0.2%00.0%UnchangedHistory
HOLXHologic IncCOM251,412$16.2M0.2%−19,413−7.2%ReducedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS1,758,075$15.9M0.2%+1,768+0.1%AddedHistory
ALGNAlign Technology IncCOM74,939$15.5M0.2%−60,301−44.6%ReducedHistory
SRRKScholar Rock Holding CorpCOM2,152,025$14.9M0.2%00.0%UnchangedHistory
NVRONevro CorpCOM260,835$12.2M0.2%−4,504−1.7%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM17,389$12.0M0.2%−338−1.9%ReducedHistory
EPIXESSA Pharma Inc.COM NEW5,898,583$10.7M0.2%+888,869+17.7%AddedHistory
AMGNAmgen IncStock45,196$10.2M0.1%−5,763−11.3%ReducedHistory
TDOCTeladoc Health, Inc.COM390,286$9.89M0.1%−25,826−6.2%ReducedHistory
AVTRAvantor, Inc.COM503,007$9.86M0.1%00.0%UnchangedHistory

Sold out since Q2 2022 (11)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Bellevue Group AG sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Radius Health, Inc.750469207COM NEW8,796,538$91.2M1.3%–
ONEM1Life Healthcare IncCOM836,190$6.56M0.1%History
HCATHealth Catalyst, Inc.COM424,611$6.15M0.1%History
ALKSAlkermes plc.SHS107,200$3.19M<0.1%History
PCRXPacira BioSciences, Inc.COM51,936$3.03M<0.1%History
SNYSanofiSPONSORED ADR42,300$2.12M<0.1%History
RAREUltragenyx Pharmaceutical Inc.COM31,000$1.85M<0.1%History
NVCRNovoCure LtdORD SHS25,300$1.76M<0.1%History
KURAKura Oncology, Inc.COM63,700$1.17M<0.1%History
ARCTArcturus Therapeutics Holdings Inc.COM39,550$623.0K<0.1%History
SLNSilence Therapeutics plcADS30,483$361.0K<0.1%History