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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
$3.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 7
增持 57
减持 53
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
MRNA
MODERNA INC
-$230.7M
1,709,249
-1%
增持
ABT
ABBOTT LABS
+$81.8M
1,745,801
+26%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$73.9M
1,791,761
+2%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CDNA
CAREDX INC
+$64.7M
1,466,552
+4640%
清仓
—
HILL-ROM HLDGS INC
-$63.1M
0
-100%
增持
AGIO
AGIOS PHARMACEUTICALS INC
-$57.4M
4,349,292
+0%
增持
DHR
DANAHER CORPORATION
+$55.7M
591,800
+30%
增持
MOH
MOLINA HEALTHCARE INC
+$54.4M
314,582
+87%
增持
ARGX
ARGENX SE
+$52.0M
997,038
+1%
减持
—
INTRA-CELLULAR THERAPIES INC
+$49.2M
3,628,919
-4%
增持
—
KEZAR LIFE SCIENCES INC
+$43.1M
4,918,148
+8%
增持
MGNX
MACROGENICS INC
-$41.5M
8,560,462
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$39.5M
1,335,140
-5%
减持
BAX
BAXTER INTL INC
-$35.6M
449,849
-51%
增持
—
GENERATION BIO CO
-$34.6M
3,872,180
+57%
增持
—
AMEDISYS INC
+$34.2M
490,012
+62%
减持
ELV
ANTHEM INC
+$33.9M
455,294
-4%
增持
—
MYOVANT SCIENCES LTD
-$33.4M
6,169,039
+7%
增持
—
APELLIS PHARMACEUTICALS INC
+$29.2M
650,591
+1255%
增持
FATE
FATE THERAPEUTICS INC
+$29.0M
3,775,736
+17%
增持
—
MEDTRONIC PLC
+$26.5M
667,408
+97%
增持
BNTX
BIONTECH SE
+$25.8M
113,466
+793%
减持
UNH
UNITEDHEALTH GROUP INC
+$24.7M
312,281
-8%
减持
BIIB
BIOGEN INC
-$23.2M
525,000
-0%
增持
—
VOCERA COMMUNICATONS INC
+$22.4M
1,160,613
+1%
减持
—
NEKTAR THERAPEUTICS
-$22.4M
4,451,693
-3%
减持
EVH
EVOLENT HEALTH INC
-$21.8M
2,609,293
-14%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$21.8M
826,741
+45%
增持
EW
EDWARDS LIFESCIENCES CORP
+$20.9M
921,185
+6%
增持
OPCH
OPTION CARE HEALTH INC
+$20.2M
2,924,043
+13%
减持
—
HOLOGIC INC
-$19.9M
579,424
-33%
减持
—
SHOCKWAVE MED INC
-$19.5M
426,610
-8%
减持
TNDM
TANDEM DIABETES CARE INC
+$19.4M
949,257
-8%
减持
HUM
HUMANA INC
+$19.2M
303,697
-3%
减持
DXCM
DEXCOM INC
-$18.0M
235,153
-11%
减持
CNC
CENTENE CORP DEL
-$17.6M
660,010
-43%
增持
NBIX
NEUROCRINE BIOSCIENCES INC
-$17.2M
3,180,551
+6%
增持
LEGN
LEGEND BIOTECH CORP
+$16.2M
657,656
+130%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.0M
98,328
+13%
减持
—
MERSANA THERAPEUTICS INC
-$14.3M
4,164,000
-2%
减持
PHR
PHREESIA INC
-$13.7M
592,327
-5%
减持
GH
GUARDANT HEALTH INC
-$13.1M
293,612
-14%
增持
—
JAZZ PHARMACEUTICALS PLC
+$12.8M
886,854
+15%
减持
QTRX
QUANTERIX CORP
-$12.7M
397,464
-33%
增持
CI
CIGNA CORP NEW
+$12.7M
245,174
+13%
清仓
—
BRIGHT HEALTH GROUP INC
-$12.2M
0
-100%
减持
NEO
NEOGENOMICS INC
-$11.1M
469,695
-16%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$11.0M
1,059,347
-19%
增持
ABBV
ABBVIE INC
+$11.0M
306,900
+8%
清仓
INGN
INOGEN INC
-$10.4M
0
-100%
减持
PACB
PACIFIC BIOSIENCES CALIF IN
-$10.2M
1,553,023
-5%
增持
CVS
CVS HEALTH CORP
+$10.1M
228,798
+44%
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$9.8M
1,968,431
+47%
减持
—
LABORATORY CORP AMER HLDGS
-$9.8M
8,450
-81%
增持
EXAS
EXACT SCIENCES CORP
+$9.0M
642,582
+50%
减持
HCAT
HEALTH CATALYST INC
-$8.9M
692,666
-5%
减持
ALGN
ALIGN TECHNOLOGY INC
-$8.2M
146,564
-7%
减持
VEEV
VEEVA SYS INC
-$8.2M
164,955
-5%
增持
RVMD
REVOLUTION MEDICINES INC
-$7.8M
3,470,162
+0%
增持
RLAY
RELAY THERAPEUTICS INC
+$7.7M
4,105,962
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$7.6M
584,463
+187%
减持
HCA
HCA HEALTHCARE INC
-$7.2M
294,434
-14%
减持
PODD
INSULET CORP
-$7.0M
382,723
-0%
减持
OMCL
OMNICELL INC
+$7.0M
362,332
-8%
清仓
GKOS
GLAUKOS CORP
-$6.9M
0
-100%
增持
ACCD
ACCOLADE INC
-$6.7M
2,721,375
+46%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$6.5M
271,190
-3%
增持
TDOC
TELADOC HEALTH INC
+$6.0M
363,216
+68%
减持
—
HORIZON THERAPEUTICS PUB L
-$5.9M
368,600
-11%
增持
AMGN
AMGEN INC
+$5.9M
58,150
+71%
增持
—
NEVRO CORP
-$5.7M
237,841
+11%
减持
REGN
REGENERON PHARMACEUTICALS
-$5.6M
93,060
-13%
增持
ATRC
ATRICURE INC
+$5.6M
498,556
+19%
增持
HALO
HALOZYME THERAPEUTICS INC
+$5.4M
1,067,500
+16%
增持
ZLAB
ZAI LAB LTD
-$5.2M
126,600
+1%
减持
NBP
I MAB
-$4.9M
144,957
-11%
增持
—
SAGE THERAPEUTICS INC
-$4.9M
3,228,004
+1%
减持
—
ABIOMED INC
+$4.7M
150,178
-1%
减持
TFX
TELEFLEX INCORPORATED
-$4.7M
97,771
-0%
减持
BIO
BIO RAD LABS INC
-$4.3M
39,683
-14%
减持
IDXX
IDEXX LABS INC
+$4.2M
117,979
-0%
增持
—
COOPER COS INC
+$4.2M
83,319
+12%
增持
—
MASIMO CORP
+$3.9M
131,376
+3%
建仓
—
ASTRAZENECA PLC
+$3.4M
59,000
增持
—
OUTSET MED INC
+$3.2M
560,606
+23%
清仓
SNY
SANOFI
-$3.2M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.8M
2,964,031
-0%
增持
—
BIOHAVEN PHARMACTL HLDG CO L
+$2.8M
38,007
+117%
减持
—
SYNEOS HEALTH INC
-$2.8M
21,500
-62%
建仓
—
BLUEPRINT MEDICINES CORP
+$2.7M
25,500
增持
INSM
INSMED INC
+$2.7M
3,520,861
+4%
减持
BDX
BECTON DICKINSON & CO
+$2.5M
455,412
-0%
增持
—
SILK RD MED INC
-$2.4M
952,433
+22%
增持
PFE
PFIZER INC
+$2.4M
113,000
+13%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.3M
71,400
+38%
建仓
—
INHIBRX INC
+$2.2M
50,500
建仓
LLY
LILLY ELI & CO
+$2.1M
7,552
清仓
—
ALLAKOS INC
-$2.0M
0
-100%
减持
—
SEAGEN INC
-$2.0M
46,000
-14%
清仓
—
CUREVAC N V
-$1.9M
0
-100%
减持
—
CATALENT INC
-$1.8M
23,100
-36%
减持
NVAX
NOVAVAX INC
-$1.8M
10,400
-35%
增持
—
WAVE LIFE SCIENCES LTD
+$1.7M
4,602,858
+77%
增持
IONS
IONIS PHARMACEUTICALS INC
+$1.6M
10,355,123
+11%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
20,200
-34%
减持
SYK
STRYKER CORPORATION
+$1.4M
421,884
-0%
增持
PRCT
PROCEPT BIOROBOTICS CORP
-$1.4M
173,649
+16%
增持
CRL
CHARLES RIV LABS INTL INC
-$1.3M
65,911
+4%
减持
INSP
INSPIRE MED SYS INC
-$1.3M
420,780
-0%
增持
GMED
GLOBUS MED INC
-$1.2M
757,464
+4%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$1.1M
47,000
建仓
SLN
SILENCE THERAPEUTICS PLC
+$1.1M
46,666
清仓
KURA
KURA ONCOLOGY INC
-$1.1M
0
-100%
增持
KYMR
KYMERA THERAPEUTICS INC
+$1.0M
49,000
+38%
建仓
KRYS
KRYSTAL BIOTECH INC
+$979.0K
14,000
增持
HCM
HUTCHMED CHINA LTD
+$942.0K
1,076,870
+7%
清仓
—
AC IMMUNE SA
-$933.0K
0
-100%
减持
PEN
PENUMBRA INC
+$847.0K
193,734
-6%
减持
RARE
ULTRAGENYX PHARMACEUTICAL IN
-$750.0K
21,000
-25%
增持
DGX
QUEST DIAGNOSTICS INC
+$749.0K
15,250
+17%
减持
ARVN
ARVINAS INC
-$747.0K
2,233,403
-0%
减持
RMD
RESMED INC
-$702.0K
86,490
-2%
清仓
IT
GARTNER INC
-$638.0K
0
-100%
减持
BCYC
BICYCLE THERAPEUTICS PLC
+$537.0K
53,700
-18%
清仓
SPGI
S&P GLOBAL INC
-$510.0K
0
-100%
增持
—
OLINK HLDG AB
-$508.0K
235,273
+19%
清仓
MSCI
MSCI INC
-$496.0K
0
-100%
清仓
INTU
INTUIT
-$486.0K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$477.0K
0
-100%
减持
IQV
IQVIA HLDGS INC
+$475.0K
163,520
-14%
清仓
MCO
MOODYS CORP
-$444.0K
0
-100%
清仓
TW
TRADEWEB MKTS INC
-$420.0K
0
-100%
清仓
TRU
TRANSUNION
-$415.0K
0
-100%
清仓
FDS
FACTSET RESH SYS INC
-$415.0K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$397.0K
0
-100%
清仓
TRMB
TRIMBLE INC
-$395.0K
0
-100%
清仓
SCI
SERVICE CORP INTL
-$392.0K
0
-100%
清仓
POOL
POOL CORP
-$391.0K
0
-100%
清仓
RVTY
PERKINELMER INC
-$381.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$380.0K
0
-100%
清仓
MTCH
MATCH GROUP INC NEW
-$373.0K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$372.0K
0
-100%
清仓
TYL
TYLER TECHNOLOGIES INC
-$367.0K
0
-100%
清仓
KMX
CARMAX INC
-$365.0K
0
-100%
清仓
WAB
WABTEC
-$362.0K
0
-100%
清仓
FAST
FASTENAL CO
-$361.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$357.0K
0
-100%
减持
FTNT
FORTINET INC
-$353.0K
803
-64%
清仓
VRSN
VERISIGN INC
-$349.0K
0
-100%
清仓
VRSK
VERISK ANALYTICS INC
-$348.0K
0
-100%
