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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 143 项
建仓 7
增持 49
减持 68
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
—
MYOVANT SCIENCES LTD
-$159.4M
0
-100%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$66.7M
2,613,300
-6%
增持
—
MEDTRONIC PLC
+$51.0M
1,229,235
+99%
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。
减持
MRNA
MODERNA INC
-$45.9M
1,551,706
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$44.5M
1,145,695
+5%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$42.0M
883,250
-4%
增持
ALGN
ALIGN TECHNOLOGY INC
+$40.5M
171,140
+116%
减持
CI
THE CIGNA GROUP
-$38.9M
53,476
-66%
减持
—
JAZZ PHARMACEUTICALS PLC
-$37.2M
569,857
-25%
减持
ELV
ELEVANCE HEALTH INC
-$33.9M
92,970
-38%
减持
INCY
INCYTE CORP
-$32.2M
2,840,500
-4%
增持
ACCD
ACCOLADE INC
+$29.5M
4,041,801
+10%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
+$28.4M
7,026,106
+8%
减持
IONS
IONIS PHARMACEUTICALS INC
-$28.1M
9,511,900
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$26.9M
194,811
-13%
减持
DXCM
DEXCOM INC
-$24.2M
755,079
-24%
减持
HUM
HUMANA INC
-$23.3M
68,570
-38%
减持
MOH
MOLINA HEALTHCARE INC
-$23.3M
142,609
-23%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$22.6M
0
-100%
减持
CNC
CENTENE CORP DEL
-$22.2M
549,341
-21%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$21.7M
4,013,500
-1%
减持
FATE
FATE THERAPEUTICS INC
-$21.4M
4,855,779
-0%
减持
—
KEZAR LIFE SCIENCES INC
-$21.3M
10,000
-100%
减持
ESPR
ESPERION THERAPEUTICS INC NE
-$20.3M
4,208,264
-3%
增持
—
OUTSET MED INC
-$19.9M
2,906,759
+2%
增持
VEEV
VEEVA SYS INC
+$18.3M
262,985
+41%
减持
ABT
ABBOTT LABS
-$18.2M
1,646,916
-2%
减持
EXAS
EXACT SCIENCES CORP
+$18.1M
1,225,042
-7%
减持
SYK
STRYKER CORPORATION
+$18.0M
484,774
-2%
减持
HALO
HALOZYME THERAPEUTICS INC
-$17.9M
742,400
-9%
减持
CVS
CVS HEALTH CORP
-$17.3M
22,814
-89%
增持
—
SAGE THERAPEUTICS INC
+$16.4M
3,090,000
+4%
增持
PEN
PENUMBRA INC
+$16.1M
238,172
+5%
增持
—
APELLIS PHARMACEUTICALS INC
+$16.1M
1,109,382
+0%
减持
ARVN
ARVINAS INC
-$15.5M
2,127,000
-1%
增持
EVH
EVOLENT HEALTH INC
+$15.4M
2,191,147
+10%
增持
—
AXONICS INC
-$14.9M
1,911,861
+0%
减持
ARGX
ARGENX SE
-$14.7M
886,928
-3%
减持
GMED
GLOBUS MED INC
-$13.8M
647,645
-5%
增持
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$13.3M
598,046
+0%
减持
INSP
INSPIRE MED SYS INC
-$12.9M
377,068
-6%
减持
RVMD
REVOLUTION MEDICINES INC
-$12.8M
4,747,900
-2%
减持
DHR
DANAHER CORPORATION
-$12.2M
337,391
-8%
增持
—
SILK RD MED INC
-$11.7M
1,069,739
+6%
减持
—
AMEDISYS INC
-$11.3M
542,616
-12%
增持
IDXX
IDEXX LABS INC
+$11.1M
110,928
+2%
减持
PFE
PFIZER INC
-$10.2M
740,695
-6%
增持
—
SHOCKWAVE MED INC
+$10.1M
281,376
+14%
清仓
AVTR
AVANTOR INC
-$9.9M
0
-100%
增持
INSM
INSMED INC
-$9.3M
3,293,102
+0%
减持
BNTX
BIONTECH SE
-$8.7M
196,480
-11%
增持
MGNX
MACROGENICS INC
+$8.6M
9,609,913
+7%
减持
BSX
BOSTON SCIENTIFIC CORP
-$8.5M
3,439,579
-12%
减持
EXEL
EXELIXIS INC
+$7.8M
2,609,000
-2%
增持
BIO
BIO RAD LABS INC
+$7.7M
113,739
+2%
增持
TNDM
TANDEM DIABETES CARE INC
-$7.7M
1,793,763
+0%
增持
—
MERSANA THERAPEUTICS INC
-$7.4M
4,299,619
+0%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$7.2M
1,002,644
+11%
增持
LEGN
LEGEND BIOTECH CORP
+$6.7M
507,254
+43%
减持
EW
EDWARDS LIFESCIENCES CORP
+$6.7M
1,040,669
-2%
增持
ISRG
INTUITIVE SURGICAL INC
-$6.5M
968,786
+1%
增持
AXSM
AXSOME THERAPEUTICS INC
-$6.5M
441,350
+1%
清仓
TFX
TELEFLEX INCORPORATED
-$6.3M
0
-100%
减持
BEAM
BEAM THERAPEUTICS INC
-$6.0M
695,421
-0%
增持
NTRA
NATERA INC
+$5.9M
232,775
+34%
减持
RLAY
RELAY THERAPEUTICS INC
+$5.9M
4,172,600
-1%
减持
TMDX
TRANSMEDICS GROUP INC
+$5.6M
629,484
-8%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$5.6M
0
-100%
建仓
—
VERONA PHARMA PLC
+$5.3M
262,683
减持
BAX
BAXTER INTL INC
-$5.2M
273,614
-15%
增持
—
HOLOGIC INC
+$5.2M
290,136
+19%
增持
ONC
BEIGENE LTD
+$4.8M
58,235
+69%
增持
CDNA
CAREDX INC
-$4.7M
3,439,091
+9%
增持
HCM
HUTCHMED CHINA LTD
-$4.6M
1,826,970
+3%
增持
OPCH
OPTION CARE HEALTH INC
+$4.5M
2,442,185
+0%
增持
ILMN
ILLUMINA INC
+$3.9M
99,257
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.9M
86,333
+4%
减持
—
CRISPR THERAPEUTICS AG
+$3.6M
899,800
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.5M
1,496
-97%
减持
IQV
IQVIA HLDGS INC
-$3.3M
172,478
-6%
减持
GILD
GILEAD SCIENCES INC
-$2.9M
100,356
-23%
增持
ZLAB
ZAI LAB LTD
+$2.5M
159,400
+77%
减持
—
NEVRO CORP
-$2.4M
218,573
-16%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$2.4M
2,140,025
-1%
增持
CRL
CHARLES RIV LABS INTL INC
-$2.1M
302,446
+4%
减持
—
AMERICAN WELL CORP
-$2.1M
1,462,178
-25%
清仓
—
HOMOLOGY MEDICINES INC
-$2.0M
0
-100%
增持
TDOC
TELADOC HEALTH INC
+$2.0M
432,721
+11%
增持
BDX
BECTON DICKINSON & CO
+$1.8M
348,043
+5%
增持
ATRC
ATRICURE INC
-$1.8M
647,222
+0%
减持
GH
GUARDANT HEALTH INC
-$1.8M
82,197
-39%
增持
—
SEAGEN INC
+$1.7M
22,700
+0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$1.6M
48,445
-20%
减持
PODD
INSULET CORP
+$1.4M
323,594
-6%
清仓
—
HORIZON THERAPEUTICS PUB L
-$1.4M
0
-100%
建仓
BBIO
BRIDGEBIO PHARMA INC
+$1.4M
82,600
清仓
RCUS
ARCUS BIOSCIENCES INC
-$1.4M
0
-100%
减持
—
AKERO THERAPEUTICS INC
-$1.3M
26,100
-39%
减持
—
GENERATION BIO CO
+$1.3M
3,620,280
-0%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.3M
15,316
-2%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.2M
0
-100%
减持
SGHT
SIGHT SCIENCES INC
-$1.1M
286,284
-3%
减持
OMCL
OMNICELL COM
+$1.0M
463,367
-11%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
22,905
-12%
清仓
—
BERKELEY LTS INC
-$1.0M
0
-100%
建仓
—
89BIO INC
+$1.0M
67,000
减持
BIIB
BIOGEN INC
-$997.2K
24,704
-13%
减持
—
OLINK HLDG AB
-$976.3K
239,624
-5%
减持
AMGN
AMGEN INC
-$951.7K
38,367
-1%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$946.4K
53,200
-24%
减持
PHR
PHREESIA INC
-$943.2K
638,653
-4%
增持
COR
AMERISOURCEBERGEN CORP
+$855.5K
15,910
+56%
建仓
—
VENTYX BIOSCIENCES INC
+$854.3K
25,500
增持
—
LABORATORY CORP AMER HLDGS
+$819.0K
6,988
+110%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$703.2K
646,614
-7%
增持
CSTL
CASTLE BIOSCIENCES INC
-$670.6K
948,878
+0%
清仓
—
NOVOCURE LTD
-$660.0K
0
-100%
减持
HCA
HCA HEALTHCARE INC
+$602.1K
303,786
-8%
减持
—
MOLECULAR TEMPLATES INC
+$567.1K
11,230,003
-0%
增持
GDX
VANECK ETF TRUST
+$540.2K
33,000
+79%
减持
RDY
DR REDDYS LABS LTD
-$538.3K
103,500
-18%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$491.0K
122,881
+11%
减持
BDTX
BLACK DIAMOND THERAPEUTICS I
+$476.6K
5,395,839
-0%
增持
—
IVERIC BIO INC
+$392.1K
52,900
+27%
清仓
—
BELLUS HEALTH INC
-$369.1K
0
-100%
清仓
DSGN
DESIGN THERAPEUTICS INC
-$357.9K
0
-100%
减持
LLY
LILLY ELI & CO
-$347.8K
10,764
-3%
增持
—
ASTRAZENECA PLC
+$321.5K
71,600
+5%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$320.1K
265,270
-0%
增持
—
ALKERMES PLC
+$228.9K
64,200
+81%
建仓
ZTS
ZOETIS INC
+$228.5K
1,373
清仓
MKTX
MARKETAXESS HLDGS INC
-$184.6K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$143.9K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$123.1K
870
减持
MCK
MCKESSON CORP
-$120.1K
2,739
-6%
增持
ABBV
ABBVIE INC
+$119.3K
17,176
+6%
清仓
DLB
DOLBY LABORATORIES INC
-$112.9K
0
-100%
清仓
ACHC
ACADIA HEALTHCARE CO IN
-$105.9K
0
-100%
减持
—
INTRA-CELLULAR THERAPIES INC
+$91.1K
3,268,000
-2%
建仓
HSIC
HENRY SCHEIN INC
+$85.0K
1,043
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$59.0K
0
-100%
清仓
—
NEKTAR THERAPEUTICS
-$33.4K
0
-100%
增持
MRK
MERCK & CO INC
+$3.7K
7,075
+5%
