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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 33
减持 85
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
ARGX
ARGENX SE
-$117.5M
869,208
-5%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$65.7M
976,054
+4817%
增持
ARVN
ARVINAS INC
+$61.5M
2,507,731
+18%
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
UNH
UNITEDHEALTH GROUP INC
-$57.5M
138,152
-46%
减持
—
INTRA-CELLULAR THERAPIES INC
+$54.5M
3,066,400
-3%
增持
MGNX
MACROGENICS INC
+$50.1M
9,953,313
+2%
增持
DXCM
DEXCOM INC
+$49.5M
914,593
+33%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$49.1M
736,390
-27%
建仓
—
BIOHAVEN LTD
+$46.0M
1,075,000
增持
BSX
BOSTON SCIENTIFIC CORP
+$43.6M
3,170,603
+20%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$43.5M
2,416,296
+27%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$40.5M
535,184
+4181%
增持
ISRG
INTUITIVE SURGICAL INC
+$38.4M
832,041
+0%
减持
HUM
HUMANA INC
-$36.7M
100,472
-41%
增持
MRNA
MODERNA INC
+$35.3M
1,908,420
+28%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$34.5M
0
-100%
增持
INSP
INSPIRE MED SYS INC
+$29.9M
215,600
+206%
增持
—
MEDTRONIC PLC
+$29.7M
970,772
+51%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$29.6M
2,430,500
-6%
减持
IQV
IQVIA HLGS INC
-$28.6M
8,260
-95%
减持
—
SHOCKWAVE MED INC
-$26.8M
124,810
-51%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$25.6M
2,168,925
+1%
减持
ELV
ELEVANCE HEALTH INC
-$24.9M
107,788
-38%
增持
RLAY
RELAY THERAPEUTICS INC
+$24.3M
5,936,082
+22%
增持
COR
CENCORA INC
+$22.8M
126,126
+638%
减持
IONS
IONIS PHARMACEUTICALS INC
+$22.0M
8,713,987
-6%
减持
EVH
EVOLENT HEALTH INC
-$21.6M
2,376,992
-35%
增持
PODD
INSULET CORP
+$20.7M
289,900
+10%
增持
CDNA
CAREDX INC
+$19.9M
3,954,792
+0%
增持
—
APELLIS PHARMACEUTICALS INC
+$19.0M
821,800
+4%
减持
MOH
MOLINA HEALTHCARE INC
-$18.9M
91,476
-42%
减持
ABT
ABBOTT LABS
+$17.8M
1,535,656
-2%
减持
—
OUTSET MEDICAL INC
-$16.7M
1,760,134
-27%
增持
BDX
BECTON DICKINSON & CO
+$16.0M
388,068
+28%
清仓
—
POINT BIOPHARMA GLOBAL INC
-$15.7M
0
-100%
增持
—
CRISPR THERAPEUTICS AG
+$15.6M
900,400
+0%
减持
SUPN
SUPERNUS PHARMACEUTICALS INC
-$15.6M
15,100
-97%
增持
RVMD
REVOLUTION MEDICINES INC
+$15.3M
5,091,000
+8%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$14.9M
35,342
-47%
减持
TNDM
TANDEM DIABETES CARE INC
+$14.4M
1,992,317
-7%
减持
DHR
DANAHER CORPORATION
-$14.4M
84,310
-38%
减持
—
AXONICS INC
-$12.4M
1,833,165
-19%
减持
TMDX
TRANSMEDICS GROUP INC
+$11.6M
518,890
-3%
增持
PACB
PACIFIC BIOSCIENCES CALIF IN
+$11.3M
7,317,128
+1%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$11.1M
885,318
-1%
减持
LLY
ELI LILLY & CO
-$11.0M
56,212
-31%
减持
HCM
HUTCHMED CHINA LTD
-$10.2M
1,131,111
-37%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$10.0M
4,011,000
-0%
清仓
—
AMEDISYS INC
-$9.9M
0
-100%
减持
SYK
STRYKER CORPORATION
+$9.5M
465,724
-2%
减持
CI
THE CIGNA GROUP
-$9.4M
88,470
-30%
减持
INSM
INSMED INC
-$8.9M
2,290,958
-28%
减持
OPCH
OPTION CARE HEALTH INC
-$8.6M
1,938,807
-15%
减持
INCY
INCYTE CORP
-$8.5M
2,156,719
-13%
减持
VEEV
VEEVA SYS INC
-$8.0M
195,013
-13%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$8.0M
885,346
-0%
减持
ALGN
ALIGN TECHNOLOGY INC
-$7.3M
159,407
-4%
减持
EW
EDWARDS LIFESCIENCES CORP
+$6.7M
1,018,998
-1%
清仓
—
MERSANA THERAPEUTICS INC
-$6.6M
0
-100%
减持
LEGN
LEGEND BIOTECH CORP
-$6.5M
201,754
-27%
减持
CRL
CHARLES RIV LABS INTL INC
+$6.5M
217,756
-5%
增持
AXSM
AXSOME THERAPEUTICS INC
+$6.4M
635,372
+1%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$6.4M
237,286
-2%
减持
PEN
PENUMBRA INC
-$6.3M
203,046
-14%
减持
ACCD
ACCOLADE INC
+$6.2M
4,507,404
-0%
减持
RMD
RESMED INC
-$6.1M
30,320
-60%
增持
CSTL
CASTLE BIOSCIENCES INC
+$5.9M
1,232,378
+0%
减持
—
COOPER COS INC
+$5.0M
86,037
-1%
减持
NTRA
NATERA INC
+$4.7M
256,584
-0%
清仓
—
SEAGEN INC
-$4.7M
0
-100%
减持
ONC
BEIGENE LTD
-$4.3M
28,600
-46%
减持
TXG
10X GENOMICS INC
+$4.3M
293,173
-0%
减持
GILD
GILEAD SCIENCES INC
-$3.9M
51,305
-52%
增持
—
SILK RD MED INC
-$3.8M
1,435,682
+0%
建仓
ZLAB
ZAI LAB LTD
+$3.7M
135,000
减持
ILMN
ILLUMINA INC
-$3.6M
44,993
-38%
增持
ATRC
ATRICURE INC
-$3.6M
817,883
+9%
清仓
—
OLINK HLDG AB
-$3.2M
0
-100%
减持
AMGN
AMGEN INC
-$3.2M
34,205
-29%
减持
HCA
HCA HEALTHCARE INC
+$2.9M
152,178
-2%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.9M
10,709
-28%
减持
—
VERONA PHARMA PLC
+$2.7M
839,996
-2%
减持
—
MOLECULAR TEMPLATES INC
-$2.7M
1,029,820
-0%
建仓
SIBN
SI-BONE INC
+$2.6M
125,200
增持
BIO
BIO RAD LABS INC
-$2.6M
141,147
+5%
减持
OMCL
OMNICELL INC
-$2.4M
223,816
-6%
减持
BIIB
BIOGEN INC
-$2.3M
8,485
-51%
减持
—
ASTRAZENECA PLC
-$2.3M
51,600
-39%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$2.2M
281,088
-1%
清仓
GH
GUARDANT HEALTH INC
-$2.2M
0
-100%
减持
CNC
CENTENE CORP DEL
+$2.2M
441,853
-0%
减持
IDXX
IDEXX LABS INC
+$2.2M
94,110
-18%
减持
GMED
GLOBUS MED INC
+$2.1M
607,772
-0%
减持
MRK
MERCK & CO INC
+$1.6M
290,206
-1%
减持
VTRS
VIATRIS INC
-$1.5M
18,003
-90%
减持
EXEL
EXELIXIS INC
-$1.3M
2,108,100
-11%
清仓
—
AKERO THERAPEUTICS INC
-$1.3M
0
-100%
减持
RDY
DR REDDYS LABS LTD
-$1.2M
60,900
-24%
减持
EXAS
EXACT SCIENCES CORP
+$1.1M
1,047,786
-6%
减持
DOCS
DOXIMITY INC
-$1.1M
264,035
-34%
减持
PHR
PHREESIA INC
-$1.1M
421,573
-27%
减持
TDOC
TELADOC HEALTH INC
-$1.0M
259,404
-27%
增持
JNJ
JOHNSON & JOHNSON
+$877.9K
28,280
+24%
清仓
—
VENTYX BIOSCIENCES INC
-$850.9K
0
-100%
减持
—
ALKERMES PLC
-$842.8K
52,112
-36%
建仓
EHC
ENCOMPASS HEALTH CORP
+$794.0K
11,900
减持
—
KARUNA THERAPEUTICS INC
+$764.0K
6,100
-12%
减持
BBIO
BRIDGEBIO PHARMA INC
-$731.0K
33,300
-58%
增持
BDTX
BLACK DIAMOND THERAPEUTICS I
+$635.9K
8,535,839
+5%
建仓
RCKT
ROCKET PHARMACEUTICALS INC
+$629.4K
21,000
减持
—
DYNAVAX TECHNOLOGIES CORP
-$624.9K
43,200
-48%
减持
KOS
KOSMOS ENERGY LTD
-$602.0K
256,500
-10%
减持
—
HOLOGIC INC
+$575.3K
289,864
-0%
减持
PCVX
VAXCYTE INC
-$562.6K
15,800
-48%
建仓
VERV
VERVE THERAPEUTICS INC
+$543.7K
39,000
减持
CYTK
CYTOKINETICS INC
+$485.0K
18,900
-49%
减持
KRYS
KRYSTAL BIOTECH INC
-$457.5K
8,000
-36%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$453.2K
325,776
-7%
减持
—
NEVRO CORP
+$437.6K
197,324
-0%
减持
BCYC
BICYCLE THERAPEUTICS PLC
-$425.9K
20,000
-49%
减持
—
MERUS N V
-$425.1K
22,700
-49%
建仓
DVA
DAVITA INC
+$398.1K
3,800
建仓
LULU
LULULEMON ATHLETICA INC
+$393.7K
770
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$389.4K
174,557
+0%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$380.0K
25,200
减持
—
89BIO INC
-$379.6K
20,200
-48%
建仓
NKE
NIKE INC
+$369.1K
3,400
建仓
BMEA
BIOMEA FUSION INC
+$363.0K
25,000
建仓
CAH
CARDINAL HEALTH INC
+$352.8K
3,500
建仓
CCCC
C4 THERAPEUTICS INC
+$350.3K
62,000
建仓
—
WW INTL INC
+$350.0K
40,000
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$345.7K
12,300
-27%
增持
PFE
PFIZER INC
+$341.4K
22,868
+139%
增持
ABBV
ABBVIE INC
+$332.5K
6,727
+41%
建仓
VKTX
VIKING THERAPEUTICS INC
+$325.7K
17,500
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$324.8K
30,000
-53%
建仓
AUTL
AUTOLUS THERAPEUTICS PLC
+$322.0K
50,000
清仓
SEER
SEER INC
-$272.8K
0
-100%
减持
CERT
CERTARA INC
+$272.5K
91,215
-0%
增持
—
LABORATORY CORP AMER HLDGS
+$206.3K
7,089
+1%
减持
XENE
XENON PHARMACEUTICALS INC
+$196.9K
22,000
-8%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$169.4K
32,869
-55%
清仓
DGX
QUEST DIAGNOSTICS INC
-$161.3K
0
-100%
建仓
AMRX
AMNEAL PHARMACEUTICALS INC
+$154.6K
25,470
减持
MCK
MCKESSON CORP
-$112.2K
4,853
-11%
清仓
—
GRACELL BIOTECHNOLOGIES INC
-$109.4K
0
-100%
增持
THC
TENET HEALTHCARE CORP
+$63.2K
1,447
+107%
建仓
A
AGILENT TECHNOLOGIES INC
+$50.5K
363
建仓
QCOM
QUALCOMM INC
+$50.2K
347
建仓
NVDA
NVIDIA CORPORATION
+$49.0K
99
