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Bellevue Group AG 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Bellevue Group AG

报告期 2026-03-31 · CIK 0001674546

持仓数

155

前50大市值合计

$3.90B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VRTX VERTEX PHARMACEUTICALS INC

COM

$304.5M

681,908

7.8%

ARGX ARGENX SE

SPONSORED ADR

$228.6M

313,000

5.9%

REGN REGENERON PHARMACEUTICALS

COM

$215.3M

278,674

5.5%

SRRK SCHOLAR ROCK HLDG CORP

COM

$176.2M

3,584,573

4.5%

GILD GILEAD SCIENCES INC

COM

$163.0M

1,169,879

4.2%

RVMD REVOLUTION MEDICINES INC

COM

$150.2M

1,544,456

3.9%

IONS IONIS PHARMACEUTICALS INC

COM

$136.6M

1,818,665

3.5%

ISRG INTUITIVE SURGICAL INC

COM NEW

$132.1M

286,654

3.4%

VRDN VIRIDIAN THERAPEUTICS INC

COM

$131.6M

6,726,144

3.4%

KRYS KRYSTAL BIOTECH INC

COM

$124.5M

481,785

3.2%

CRNX CRINETICS PHARMACEUTICALS IN

COM

$119.1M

3,280,000

3.1%

ABT ABBOTT LABORATORIES

COM

$118.2M

1,151,635

3.0%

NUVL NUVALENT INC

COM

$107.9M

1,053,268

2.8%

AMGN AMGEN INC

COM

$103.9M

295,358

2.7%

BSX BOSTON SCIENTIFIC CORP

COM

$92.0M

1,466,894

2.4%

ELVN ENLIVEN THERAPEUTICS INC

COM

$91.0M

2,320,867

2.3%

IMCR IMMUNOCORE HLDGS PLC

ADS

$84.3M

2,796,803

2.2%

— MEDTRONIC PLC

SHS

$83.0M

957,329

2.1%

ALNY ALNYLAM PHARMACEUTICALS INC

COM

$77.6M

234,543

2.0%

RLAY RELAY THERAPEUTICS INC

COM

$77.6M

7,795,242

2.0%

SYK STRYKER CORPORATION

COM

$71.4M

217,237

1.8%

PCVX VAXCYTE INC

COM

$69.2M

1,190,697

1.8%

VERA VERA THERAPEUTICS INC

CL A

$68.8M

1,710,771

1.8%

EW EDWARDS LIFESCIENCES CORP

COM

$67.2M

839,451

1.7%

DMRA DAMORA THERAPEUTICS INC

COM NEW

$59.5M

2,298,000

1.5%

TNGX TANGO THERAPEUTICS INC

COM

$50.2M

2,400,000

1.3%

IDXX IDEXX LABS INC

COM

$50.1M

89,131

1.3%

RARE ULTRAGENYX PHARMACEUTICAL IN

COM

$49.9M

2,380,000

1.3%

DXCM DEXCOM INC

COM

$49.5M

788,766

1.3%

JBIO JADE BIOSCIENCES INC

COM NEW

$49.2M

3,501,502

1.3%

EWTX EDGEWISE THERAPEUTICS INC

COM

$48.1M

1,528,518

1.2%

UNH UNITEDHEALTH GROUP INC

COM

$40.1M

148,203

1.0%

DHR DANAHER CORP DEL

COM

$38.3M

202,164

1.0%

CLDX CELLDEX THERAPEUTICS INC NEW

COM NEW

$38.1M

1,200,000

1.0%

RMD RESMED INC

COM

$35.8M

159,346

0.9%

PODD INSULET CORP

COM

$34.3M

163,656

0.9%

TMO THERMO FISHER SCIENTIFIC INC

COM

$31.7M

64,412

0.8%

LLY ELI LILLY & CO

COM

$31.2M

33,932

0.8%

GEHC GE HEALTHCARE TECHNOLOGIES I

COMMON STOCK

$29.7M

416,887

0.8%

IRON DISC MEDICINE INC

COM

$29.4M

459,314

0.8%

JNJ JOHNSON & JOHNSON

COM

$29.1M

119,102

0.7%

ANNX ANNEXON INC

COM

$28.6M

5,157,290

0.7%

CI THE CIGNA GROUP

COM

$26.2M

98,263

0.7%

ORKA ORUKA THERAPEUTICS INC

COM

$24.9M

507,008

0.6%

MRK MERCK & CO INC

COM

$24.9M

206,591

0.6%

ALGN ALIGN TECHNOLOGY INC

COM

$23.9M

139,680

0.6%

— STERIS PLC

SHS USD

$22.1M

99,878

0.6%

GMED GLOBUS MED INC

CL A

$21.3M

247,261

0.5%

GLUE MONTE ROSA THERAPEUTICS INC

COM

$20.6M

1,250,000

0.5%

ABBV ABBVIE INC

COM

$20.3M

93,567

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

VRTX7.8%ARGX5.9%REGN5.5%SRRK4.5%GILD4.2%RVMD3.9%