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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 125 项
建仓 9
增持 52
减持 52
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SRPT
SAREPTA THERAPEUTICS INC
-$66.2M
200,220
-69%
减持
MRNA
MODERNA INC
-$53.0M
1,525,059
-2%
减持
—
JAZZ PHARMACEUTICALS PLC
-$47.6M
288,779
-49%
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
IONS
IONIS PHARMACEUTICALS INC
+$44.9M
9,380,300
-1%
减持
DHR
DANAHER CORPORATION
-$40.9M
183,709
-46%
增持
LLY
LILLY ELI & CO
+$40.9M
95,155
+784%
减持
INCY
INCYTE CORP
-$40.9M
2,640,765
-7%
减持
ISRG
INTUITIVE SURGICAL INC
+$40.5M
842,224
-13%
增持
MRK
MERCK & CO INC
+$34.6M
306,694
+4235%
增持
EVH
EVOLENT HEALTH INC
+$33.4M
3,448,322
+57%
减持
HCA
HCA HEALTHCARE INC
-$31.4M
160,515
-47%
增持
BDTX
BLACK DIAMOND THERAPEUTICS I
+$30.9M
8,135,839
+51%
清仓
PFE
PFIZER INC
-$30.2M
0
-100%
增持
ARGX
ARGENX SE
+$29.4M
923,284
+4%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$28.4M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$28.1M
2,661,452
-23%
减持
INSP
INSPIRE MED SYS INC
+$27.6M
357,020
-5%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$26.5M
360,604
+644%
减持
—
APELLIS PHARMACEUTICALS INC
-$25.9M
518,495
-53%
减持
—
INTRA-CELLULAR THERAPIES INC
+$25.8M
3,201,800
-2%
增持
—
MEDTRONIC PLC
+$25.2M
1,410,492
+15%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$25.1M
1,097,166
-4%
清仓
BNTX
BIONTECH SE
-$24.5M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
+$24.1M
4,746,000
-0%
增持
HUM
HUMANA INC
+$23.7M
127,373
+86%
增持
TNDM
TANDEM DIABETES CARE INC
-$21.5M
2,092,934
+17%
清仓
HRMY
HARMONY BIOSCIENCES HLDGS IN
-$19.5M
0
-100%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
+$19.0M
7,542,829
+7%
减持
—
AMEDISYS INC
-$18.5M
234,318
-57%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$18.1M
2,612,800
-0%
增持
—
SAGE THERAPEUTICS INC
+$16.8M
3,114,375
+1%
减持
RLAY
RELAY THERAPEUTICS INC
-$16.3M
4,170,800
-0%
减持
—
SHOCKWAVE MED INC
+$16.2M
270,526
-4%
增持
SUPN
SUPERNUS PHARMACEUTICALS INC
+$15.1M
650,256
+429%
减持
CNC
CENTENE CORP DEL
-$15.0M
292,527
-47%
增持
—
OUTSET MED INC
+$14.9M
3,125,886
+8%
减持
PEN
PENUMBRA INC
+$14.2M
234,220
-2%
增持
AXSM
AXSOME THERAPEUTICS INC
+$14.1M
574,363
+30%
增持
INSM
INSMED INC
+$13.5M
3,300,911
+0%
减持
ABT
ABBOTT LABS
+$12.7M
1,646,501
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$11.8M
1,038,092
-0%
减持
EXAS
EXACT SCIENCES CORP
+$11.5M
1,006,772
-18%
建仓
—
POINT BIOPHARMA GLOBAL INC
+$11.4M
1,256,197
增持
MOH
MOLINA HEALTHCARE INC
+$11.4M
164,338
+15%
减持
ONC
BEIGENE LTD
-$10.7M
10,200
-82%
增持
DXCM
DEXCOM INC
+$10.2M
761,716
+1%
增持
ATRC
ATRICURE INC
+$10.1M
748,613
+16%
减持
—
CRISPR THERAPEUTICS AG
+$9.8M
899,300
-0%
增持
UNH
UNITEDHEALTH GROUP INC
+$8.9M
210,127
+8%
增持
—
AXONICS INC
+$7.9M
2,223,418
+16%
减持
ILMN
ILLUMINA INC
-$7.3M
84,026
-15%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$7.2M
284,835
+7%
减持
SYK
STRYKER CORPORATION
+$7.1M
476,946
-2%
增持
—
VERONA PHARMA PLC
+$6.8M
572,315
+118%
增持
CSTL
CASTLE BIOSCIENCES INC
-$6.1M
1,124,043
+18%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$6.1M
899,650
+2%
减持
OMCL
OMNICELL COM
-$5.6M
293,345
-37%
减持
LEGN
LEGEND BIOTECH CORP
-$5.4M
275,754
-46%
清仓
ZLAB
ZAI LAB LTD
-$5.3M
0
-100%
增持
VEEV
VEEVA SYS INC
+$5.3M
271,046
+3%
增持
CRL
CHARLES RIV LABS INTL INC
+$5.1M
314,513
+4%
减持
TMDX
TRANSMEDICS GROUP INC
+$3.8M
612,613
-3%
增持
BIO
BIO RAD LABS INC
-$3.5M
134,533
+18%
减持
OPCH
OPTION CARE HEALTH INC
-$3.3M
2,287,623
-6%
减持
AMGN
AMGEN INC
-$3.2M
27,310
-29%
减持
BDX
BECTON DICKINSON & CO
+$3.0M
337,723
-3%
增持
—
COOPER COS INC
+$2.8M
86,567
+6%
增持
ACCD
ACCOLADE INC
+$2.8M
4,521,059
+12%
增持
ELV
ELEVANCE HEALTH INC
+$2.8M
102,453
+10%
增持
—
SILK RD MED INC
+$2.2M
1,356,763
+27%
减持
EXEL
EXELIXIS INC
-$2.2M
2,534,000
-3%
减持
IQV
IQVIA HLDGS INC
+$2.1M
162,120
-6%
减持
HCM
HUTCHMED CHINA LTD
-$2.1M
1,805,583
-1%
增持
IDXX
IDEXX LABS INC
+$2.0M
114,441
+3%
减持
ABBV
ABBVIE INC
-$1.9M
6,174
-64%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$1.6M
1,122,644
+12%
减持
—
AMERICAN WELL CORP
-$1.4M
953,613
-35%
减持
BAX
BAXTER INTL INC
-$1.4M
213,434
-22%
建仓
PCVX
VAXCYTE INC
+$1.3M
26,000
清仓
—
IVERIC BIO INC
-$1.3M
0
-100%
减持
TDOC
TELADOC HEALTH INC
-$1.3M
392,264
-9%
增持
—
ASTRAZENECA PLC
+$1.2M
85,600
+20%
建仓
XENE
XENON PHARMACEUTICALS INC
+$920.1K
23,900
增持
ZTS
ZOETIS INC
+$890.2K
6,496
+373%
增持
—
KARUNA THERAPEUTICS INC
+$864.2K
10,100
+38%
增持
REGN
REGENERON PHARMACEUTICALS
-$853.1K
16,327
+7%
建仓
—
DICE THERAPEUTICS INC
+$845.6K
18,200
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$813.1K
45,000
清仓
CAH
CARDINAL HEALTH INC
-$800.3K
0
-100%
增持
—
ALKERMES PLC
+$747.4K
81,700
+27%
增持
CVS
CVS HEALTH CORP
+$745.9K
35,314
+55%
清仓
XNCR
XENCOR INC
-$708.4K
0
-100%
增持
—
INHIBRX INC
+$706.4K
48,800
+64%
减持
CYTK
CYTOKINETICS INC
-$697.1K
37,100
-32%
减持
KRYS
KRYSTAL BIOTECH INC
+$648.1K
18,000
-2%
增持
DNLI
DENALI THERAPEUTICS INC
+$585.7K
44,050
+42%
建仓
—
GRACELL BIOTECHNOLOGIES INC
+$554.9K
145,646
建仓
VKTX
VIKING THERAPEUTICS INC
+$534.9K
33,000
增持
—
MERSANA THERAPEUTICS INC
-$499.5K
5,219,425
+21%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$493.6K
25,000
-53%
增持
RCKT
ROCKET PHARMACEUTICALS INC
+$477.8K
55,600
+52%
减持
CI
THE CIGNA GROUP
+$477.2K
50,399
-6%
增持
MCK
MCKESSON CORP
+$433.2K
3,296
+20%
增持
BIIB
BIOGEN INC
+$423.1K
25,598
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$380.9K
96,101
+11%
减持
—
SEAGEN INC
-$361.9K
22,000
-3%
增持
GILD
GILEAD SCIENCES INC
+$355.4K
112,650
+12%
减持
—
MERUS N V
+$330.8K
44,500
-3%
增持
BBIO
BRIDGEBIO PHARMA INC
+$297.2K
96,900
+17%
增持
—
AKERO THERAPEUTICS INC
+$266.7K
27,100
+4%
减持
—
89BIO INC
+$215.1K
65,200
-3%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$197.1K
20,700
-3%
清仓
—
OPTHEA LTD
-$186.1K
0
-100%
增持
CDNA
CAREDX INC
+$156.8K
3,716,477
+8%
增持
DGX
QUEST DIAGNOSTICS INC
+$149.9K
1,942
+123%
清仓
IPGP
IPG PHOTONICS CORP
-$129.5K
0
-100%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$116.5K
44,400
-4%
减持
RDY
DR REDDYS LABS LTD
-$105.1K
91,700
-11%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$103.7K
0
-100%
清仓
HSIC
HENRY SCHEIN INC
-$85.0K
0
-100%
建仓
—
ABCAM PLC
+$63.0K
2,573
建仓
THC
TENET HEALTHCARE CORP
+$54.4K
669
减持
—
VENTYX BIOSCIENCES INC
-$50.6K
24,500
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$38.3K
1,089
+41%
减持
JNJ
JOHNSON & JOHNSON
-$37.1K
21,225
-7%
