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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 140 项
建仓 11
增持 37
减持 79
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
INSP
INSPIRE MED SYS INC
-$101.9M
70,368
-80%
减持
ARGX
ARGENX SE
+$88.3M
911,530
-1%
增持
—
SAGE THERAPEUTICS INC
-$74.1M
3,513,351
+13%
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
—
MEDTRONIC PLC
-$74.0M
641,492
-55%
减持
PODD
INSULET CORP
-$51.1M
264,359
-18%
减持
ISRG
INTUITIVE SURGICAL INC
-$45.7M
828,999
-2%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$44.3M
2,583,550
-1%
减持
—
OUTSET MED INC
-$42.2M
2,408,430
-23%
减持
PACB
PACIFIC BIOSCIENCES CALIF IN
-$39.8M
7,245,188
-4%
减持
—
INTRA-CELLULAR THERAPIES INC
-$37.6M
3,170,250
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$37.4M
1,002,735
-9%
减持
IONS
IONIS PHARMACEUTICALS INC
+$34.0M
9,233,700
-2%
减持
DXCM
DEXCOM INC
-$33.9M
685,733
-10%
减持
MRNA
MODERNA INC
-$30.8M
1,495,325
-2%
增持
ELV
ELEVANCE HEALTH INC
+$30.2M
173,887
+70%
增持
UNH
UNITEDHEALTH GROUP INC
+$29.2M
258,205
+23%
减持
ABT
ABBOTT LABS
-$28.3M
1,560,968
-5%
减持
EW
EDWARDS LIFESCIENCES CORP
-$26.9M
1,025,457
-1%
减持
—
SHOCKWAVE MED INC
-$26.6M
254,279
-6%
增持
HUM
HUMANA INC
+$25.8M
170,046
+34%
增持
PEN
PENUMBRA INC
-$23.2M
237,252
+1%
增持
—
SILK RD MED INC
-$22.6M
1,430,562
+5%
减持
TMDX
TRANSMEDICS GROUP INC
-$22.1M
536,737
-12%
增持
CI
THE CIGNA GROUP
+$21.8M
125,502
+149%
减持
CRL
CHARLES RIV LABS INTL INC
-$21.2M
229,342
-27%
减持
INCY
INCYTE CORP
-$20.5M
2,491,450
-6%
增持
EXAS
EXACT SCIENCES CORP
-$18.1M
1,119,819
+11%
增持
—
APELLIS PHARMACEUTICALS INC
-$17.0M
793,841
+53%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$16.5M
66,468
-31%
减持
SYK
STRYKER CORPORATION
-$15.5M
475,613
-0%
增持
—
AXONICS INC
+$14.2M
2,252,851
+1%
增持
ACCD
ACCOLADE INC
-$13.0M
4,527,923
+0%
减持
FATE
FATE THERAPEUTICS INC
-$12.8M
4,851,579
-0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$12.5M
894,345
-1%
减持
—
AMEDISYS INC
-$11.5M
106,387
-55%
增持
RLAY
RELAY THERAPEUTICS INC
-$11.3M
4,885,000
+17%
减持
ARVN
ARVINAS INC
-$11.1M
2,125,200
-0%
增持
CNC
CENTENE CORP DEL
+$10.9M
444,043
+52%
减持
OMCL
OMNICELL COM
-$10.8M
239,279
-18%
减持
—
MERSANA THERAPEUTICS INC
-$10.5M
5,218,625
-0%
减持
BDX
BECTON DICKINSON & CO
-$10.5M
304,230
-10%
减持
HCA
HCA HEALTHCARE INC
-$10.4M
155,643
-3%
减持
DHR
DANAHER CORPORATION
-$10.2M
136,533
-26%
减持
INSM
INSMED INC
+$10.2M
3,162,735
-4%
减持
RMD
RESMED INC
-$10.1M
76,696
-22%
清仓
BAX
BAXTER INTL INC
-$9.7M
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$9.7M
898,400
-0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$9.6M
166,886
-2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$9.5M
284,888
+0%
减持
PHR
PHREESIA INC
-$9.0M
579,039
-9%
减持
HCM
HUTCHMED CHINA LTD
+$8.9M
1,802,963
-0%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$8.8M
1,900,000
+6%
减持
GMED
GLOBUS MED INC
-$8.3M
609,615
-6%
减持
VEEV
VEEVA SYS INC
-$8.0M
224,100
-17%
增持
ONC
BEIGENE LTD
+$7.7M
53,200
+422%
增持
AMGN
AMGEN INC
+$7.0M
48,473
+77%
增持
TNDM
TANDEM DIABETES CARE INC
-$6.9M
2,142,769
+2%
减持
DOCS
DOXIMITY INC
-$6.8M
399,457
-11%
建仓
—
MOLECULAR TEMPLATES INC
+$6.5M
1,031,613
增持
SRPT
SAREPTA THERAPEUTICS INC
+$6.4M
241,752
+21%
减持
—
GENERATION BIO CO
-$6.2M
3,617,080
-0%
减持
TXG
10X GENOMICS INC
-$6.0M
294,432
-9%
减持
IQV
IQVIA HLDGS INC
-$5.9M
155,220
-4%
减持
ILMN
ILLUMINA INC
-$5.9M
72,030
-14%
增持
MGNX
MACROGENICS INC
-$5.7M
9,803,313
+2%
减持
BEAM
BEAM THERAPEUTICS INC
-$5.5M
694,821
-0%
清仓
—
MOLECULAR TEMPLATES INC
-$5.4M
0
-100%
减持
MRK
MERCK & CO INC
-$5.3M
291,896
-5%
增持
CSTL
CASTLE BIOSCIENCES INC
+$5.3M
1,228,031
+9%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$5.0M
1,055,178
-6%
增持
EVH
EVOLENT HEALTH INC
-$4.4M
3,677,115
+7%
增持
—
POINT BIOPHARMA GLOBAL INC
+$4.3M
2,351,160
+87%
减持
BSX
BOSTON SCIENTIFIC CORP
-$4.2M
2,646,295
-1%
减持
ATRC
ATRICURE INC
-$4.2M
747,560
-0%
增持
CDNA
CAREDX INC
-$4.0M
3,940,798
+6%
减持
RVMD
REVOLUTION MEDICINES INC
+$3.7M
4,721,500
-1%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$3.5M
580,600
-11%
减持
EXEL
EXELIXIS INC
+$3.5M
2,375,925
-6%
减持
TDOC
TELADOC HEALTH INC
-$3.3M
355,649
-9%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$2.9M
888,296
+20%
增持
AXSM
AXSOME THERAPEUTICS INC
+$2.9M
631,487
+10%
减持
BIO
BIO RAD LABS INC
-$2.9M
134,330
-0%
减持
BIIB
BIOGEN INC
-$2.8M
17,314
-32%
减持
MOH
MOLINA HEALTHCARE INC
+$2.4M
158,438
-4%
清仓
SGHT
SIGHT SCIENCES INC
-$2.4M
0
-100%
清仓
—
AMERICAN WELL CORP
-$2.0M
0
-100%
增持
—
VERONA PHARMA PLC
+$1.9M
856,358
+50%
减持
—
NEVRO CORP
-$1.7M
198,171
-9%
建仓
VTRS
VIATRIS INC
+$1.7M
176,848
减持
ESPR
ESPERION THERAPEUTICS INC NE
-$1.7M
4,204,264
-0%
建仓
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.7M
73,300
减持
—
JAZZ PHARMACEUTICALS PLC
-$1.3M
266,226
-8%
建仓
CERT
CERTARA INC
+$1.3M
91,606
建仓
RXRX
RECURSION PHARMACEUTICALS IN
+$1.3M
174,085
清仓
DNLI
DENALI THERAPEUTICS INC
-$1.3M
0
-100%
减持
—
OLINK HLDG AB
-$1.3M
217,256
-9%
建仓
—
DYNAVAX TECHNOLOGIES CORP
+$1.2M
83,200
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$1.1M
0
-100%
建仓
IMCR
IMMUNOCORE HLDGS PLC
+$1.0M
19,850
减持
—
KARUNA THERAPEUTICS INC
-$1.0M
6,900
-32%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$956.5K
2,137,925
-0%
增持
MCK
MCKESSON CORP
+$950.6K
5,425
+65%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$850.5K
12,500
建仓
GPCR
STRUCTURE THERAPEUTICS INC
+$847.1K
16,800
清仓
—
DICE THERAPEUTICS INC
-$845.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$827.7K
81,541
-14%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$813.1K
0
-100%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$738.2K
0
-100%
减持
GH
GUARDANT HEALTH INC
-$733.7K
74,525
-9%
减持
KRYS
KRYSTAL BIOTECH INC
-$663.2K
12,500
-31%
减持
GILD
GILEAD SCIENCES INC
-$637.1K
107,350
-5%
减持
—
89BIO INC
-$630.3K
39,200
-40%
减持
REGN
REGENERON PHARMACEUTICALS
+$562.6K
14,939
-9%
清仓
VKTX
VIKING THERAPEUTICS INC
-$534.9K
0
-100%
建仓
PTGX
PROTAGONIST THERAPEUTICS INC
+$500.4K
30,000
减持
—
GRACELL BIOTECHNOLOGIES INC
-$445.5K
38,000
-74%
减持
OPCH
OPTION CARE HEALTH INC
-$428.0K
2,284,293
-0%
减持
KOS
KOSMOS ENERGY LTD
+$416.5K
284,000
-11%
减持
BBIO
BRIDGEBIO PHARMA INC
+$408.6K
78,700
-19%
减持
—
ASTRAZENECA PLC
-$400.3K
84,600
-1%
减持
RDY
DR REDDYS LABS LTD
-$372.8K
80,200
-13%
增持
LEGN
LEGEND BIOTECH CORP
-$351.7K
278,154
+1%
建仓
PFE
PFIZER INC
+$316.9K
9,555
增持
SPY
SPDR S&P 500 ETF TR
+$313.5K
2,600
+44%
减持
SEER
SEER INC
-$308.5K
123,426
-9%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$299.1K
349,888
-3%
增持
PCVX
VAXCYTE INC
+$256.4K
30,500
+17%
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$149.5K
39,200
+57%
减持
ABBV
ABBVIE INC
-$121.8K
4,763
-23%
减持
DGX
QUEST DIAGNOSTICS INC
-$111.6K
1,324
-32%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$78.0K
63,770
+44%
增持
NTRA
NATERA INC
+$75.8K
257,686
+11%
清仓
—
ABCAM PLC
-$63.0K
0
-100%
清仓
JMIA
JUMIA TECHNOLOGIES AG
-$61.6K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$41.5K
22,823
+8%
清仓
—
KEZAR LIFE SCIENCES INC
-$24.5K
0
-100%
增持
COR
CENCORA INC
+$13.6K
17,087
+7%
增持
THC
TENET HEALTHCARE CORP
-$8.3K
700
+5%
减持
ZTS
ZOETIS INC
+$5.6K
6,462
-1%
减持
—
AKERO THERAPEUTICS INC
-$799
25,000
-8%