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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 54
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
—
AXONICS INC
-$114.1M
0
-100%
减持
IONS
IONIS PHARMACEUTICALS INC
-$81.1M
8,299,514
-5%
增持
DXCM
DEXCOM INC
+$55.9M
1,221,197
+34%
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
PACB
PACIFIC BIOSCIENCES CALIF IN
-$54.6M
4,592,251
-37%
增持
MGNX
MACROGENICS INC
+$50.9M
9,965,862
+0%
建仓
COO
COOPER COS INC
+$40.3M
397,373
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$36.7M
2,055,874
-15%
清仓
—
COOPER COS INC
-$32.6M
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
+$32.4M
3,148,676
-1%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$32.2M
918,284
+4%
减持
EVH
EVOLENT HEALTH INC
-$29.9M
1,483,096
-38%
减持
AGIO
AGIOS PHARMACEUTICALS INC
+$27.8M
4,006,000
-0%
增持
EW
EDWARDS LIFESCIENCES CORP
+$27.7M
1,103,136
+8%
减持
—
INTRA-CELLULAR THERAPIES INC
-$24.5M
2,819,482
-8%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$21.5M
2,796,615
+16%
减持
SYK
STRYKER CORPORATION
+$21.3M
449,340
-4%
减持
—
APELLIS PHARMACEUTICALS INC
-$21.3M
473,915
-42%
增持
BEAM
BEAM THERAPEUTICS INC
+$20.5M
1,193,121
+72%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$20.1M
668,750
-9%
减持
BDTX
BLACK DIAMOND THERAPEUTICS I
+$19.2M
8,517,839
-0%
减持
RVMD
REVOLUTION MEDICINES INC
+$17.5M
5,073,600
-0%
减持
FATE
FATE THERAPEUTICS INC
+$17.4M
4,839,779
-0%
增持
—
BIOHAVEN LTD
+$16.9M
1,150,000
+7%
建仓
—
STERIS PLC
+$16.5M
73,434
减持
RLAY
RELAY THERAPEUTICS INC
-$16.2M
5,926,618
-0%
增持
SIBN
SI-BONE INC
+$16.0M
1,139,956
+811%
建仓
ANNX
ANNEXON INC
+$15.6M
2,182,290
减持
ATRC
ATRICURE INC
-$15.6M
447,376
-45%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$15.1M
363,926
+2859%
建仓
NEO
NEOGENOMICS INC
+$14.9M
946,025
减持
—
ESSA PHARMA INC
+$14.9M
7,889,583
-0%
减持
—
CRISPR THERAPEUTICS AG
-$14.1M
619,950
-31%
增持
ESPR
ESPERION THERAPEUTICS INC NE
+$14.1M
9,944,064
+137%
减持
TMDX
TRANSMEDICS GROUP INC
-$14.0M
364,064
-30%
增持
TNDM
TANDEM DIABETES CARE INC
+$13.0M
2,031,888
+2%
减持
INSM
INSMED INC
-$12.9M
2,141,843
-7%
减持
INCY
INCYTE CORP
-$12.7M
2,153,388
-0%
增持
PODD
INSULET CORP
-$12.5M
293,828
+1%
增持
LLY
ELI LILLY & CO
+$12.3M
57,965
+3%
增持
HCA
HCA HEALTHCARE INC
+$12.1M
159,703
+5%
减持
ARGX
ARGENX SE
-$11.4M
811,016
-7%
增持
CRL
CHARLES RIV LABS INTL INC
+$10.8M
229,697
+5%
减持
—
SHOCKWAVE MED INC
+$10.7M
105,786
-15%
减持
PEN
PENUMBRA INC
-$10.6M
181,158
-11%
增持
—
SILK RD MED INC
+$10.2M
1,518,230
+6%
增持
—
GENERATION BIO CO
+$9.7M
3,861,575
+7%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$9.7M
251,521
+6%
增持
MRK
MERCK & CO INC
+$9.4M
310,851
+7%
增持
NTRA
NATERA INC
+$8.6M
269,832
+5%
增持
BIO
BIO RAD LABS INC
+$8.6M
156,618
+11%
减持
ISRG
INTUITIVE SURGICAL INC
-$8.4M
682,186
-18%
减持
—
OUTSET MED INC
-$8.3M
572,359
-67%
增持
BDX
BECTON DICKINSON & CO
+$8.2M
415,700
+7%
增持
MOH
MOLINA HEALTHCARE INC
+$8.0M
99,883
+9%
增持
—
MEDTRONIC PLC
+$7.8M
1,007,000
+4%
增持
—
SAGE THERAPEUTICS INC
+$7.5M
4,465,544
+27%
减持
MRNA
MODERNA INC
-$7.5M
1,711,089
-10%
减持
ALGN
ALIGN TECHNOLOGY INC
+$7.1M
154,909
-3%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$6.9M
890,114
+1%
增持
COR
CENCORA INC
+$6.1M
131,504
+4%
减持
ABT
ABBOTT LABS
-$6.0M
1,434,183
-7%
减持
CDNA
CAREDX INC
-$5.8M
3,934,006
-1%
减持
EXEL
EXELIXIS INC
-$5.4M
1,903,200
-10%
建仓
GKOS
GLAUKOS CORP
+$5.3M
55,926
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$5.2M
512,230
-4%
增持
TXG
10X GENOMICS INC
-$4.8M
308,311
+5%
减持
ARVN
ARVINAS INC
-$4.5M
2,390,800
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$4.5M
39,956
+13%
增持
LEGN
LEGEND BIOTECH CORP
+$4.3M
293,270
+45%
减持
CNC
CENTENE CORP DEL
-$4.3M
363,100
-18%
增持
AXSM
AXSOME THERAPEUTICS INC
+$4.1M
685,476
+8%
增持
ABBV
ABBVIE INC
+$4.0M
27,593
+310%
增持
ACCD
ACCOLADE INC
-$3.8M
4,804,514
+7%
清仓
ZLAB
ZAI LAB LTD
-$3.7M
0
-100%
减持
AMGN
AMGEN INC
-$3.6M
22,139
-35%
减持
DOCS
DOXIMITY INC
-$3.5M
144,065
-45%
减持
IMCR
IMMUNOCORE HLDGS PLC
-$3.5M
972,254
-0%
增持
PRVA
PRIVIA HEALTH GROUP INC
-$3.5M
1,059,171
+1%
减持
JNJ
JOHNSON & JOHNSON
-$3.4M
6,420
-77%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$3.3M
321,787
-1%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$3.0M
282,217
+0%
增持
INSP
INSPIRE MED SYS INC
+$2.9M
217,694
+1%
减持
OPCH
OPTION CARE HEALTH INC
-$2.7M
1,867,263
-4%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.6M
7,077
-34%
增持
MCK
MCKESSON CORP
+$2.6M
8,997
+85%
减持
—
WAVE LIFE SCIENCES LTD
+$2.6M
4,094,458
-9%
增持
RXRX
RECURSION PHARMACEUTICALS IN
+$2.5M
425,249
+144%
减持
CI
THE CIGNA GROUP
+$2.4M
79,645
-10%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$2.3M
2,165,203
-0%
减持
—
NEVRO CORP
-$2.3M
135,235
-31%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
6,660
+156%
增持
DHR
DANAHER CORPORATION
+$2.0M
86,232
+2%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$2.0M
142,213
清仓
—
KARUNA THERAPEUTICS INC
-$1.9M
0
-100%
减持
—
ASTRAZENECA PLC
-$1.9M
23,200
-55%
增持
—
HOLOGIC INC
+$1.9M
289,969
+0%
减持
IDXX
IDEXX LABS INC
-$1.8M
93,358
-1%
清仓
KOS
KOSMOS ENERGY LTD
-$1.7M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.7M
33,305
-35%
增持
—
VERONA PHARMA PLC
+$1.6M
1,139,295
+36%
减持
—
LABORATORY CORP AMER HLDGS
-$1.6M
148
-98%
增持
OMCL
OMNICELL COM
-$1.5M
235,372
+5%
增持
TDOC
TELADOC HEALTH INC
-$1.5M
272,798
+5%
减持
VEEV
VEEVA SYS INC
+$1.4M
168,247
-14%
减持
ONC
BEIGENE LTD
-$1.3M
24,929
-13%
减持
GMED
GLOBUS MED INC
-$1.3M
579,898
-5%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
23,436
减持
RDY
DR REDDYS LABS LTD
-$1.2M
40,896
-33%
增持
EXAS
EXACT SCIENCES CORP
+$1.1M
1,138,526
+9%
增持
HUM
HUMANA INC
+$997.7K
135,541
+35%
增持
HCM
HUTCHMED CHINA LTD
-$991.5K
1,154,632
+2%
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$969.4K
12,500
-62%
减持
BBIO
BRIDGEBIO PHARMA INC
-$948.5K
12,800
-62%
清仓
—
INHIBRX INC
-$934.8K
0
-100%
减持
BIIB
BIOGEN INC
-$900.2K
6,008
-29%
增持
PHR
PHREESIA INC
+$849.7K
443,341
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$838.4K
148,719
+8%
增持
RMD
RESMED INC
+$802.7K
30,391
+0%
减持
—
ALKERMES PLC
-$792.0K
24,144
-54%
减持
CVS
CVS HEALTH CORP
-$727.5K
22,066
-30%
清仓
XOP
SPDR SER TR
-$533.9K
0
-100%
建仓
FDMT
4D MOLECULAR THERAPEUTICS IN
+$500.2K
15,700
建仓
—
BLUEPRINT MEDICINES CORP
+$483.8K
5,100
减持
CYTK
CYTOKINETICS INC
-$481.4K
15,640
-17%
增持
EHC
ENCOMPASS HEALTH CORP
+$443.1K
14,980
+26%
清仓
SUPN
SUPERNUS PHARMACEUTICALS INC
-$437.0K
0
-100%
建仓
ASTH
ASTRANA HEALTH INC
+$430.6K
10,256
减持
CSTL
CASTLE BIOSCIENCES INC
+$430.2K
1,220,085
-1%
建仓
—
GARMIN LTD
+$416.8K
2,800
减持
XENE
XENON PHARMACEUTICALS INC
-$406.3K
14,100
-36%
清仓
DVA
DAVITA INC
-$398.1K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$393.7K
0
-100%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$380.0K
0
-100%
建仓
AAPL
APPLE INC
+$377.3K
2,200
清仓
NKE
NIKE INC
-$369.1K
0
-100%
清仓
—
WW INTL INC
-$350.0K
0
-100%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$344.3K
870
增持
THC
TENET HEALTHCARE CORP
+$336.7K
4,244
+193%
减持
VRDN
VIRIDIAN THERAPEUTICS INC
-$319.0K
19,100
-36%
减持
ELV
ELEVANCE HEALTH INC
+$305.8K
98,612
-9%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$283.1K
1,060
增持
PFE
PFIZER INC
+$280.5K
33,834
+48%
减持
ILMN
ILLUMINA INC
-$278.2K
43,596
-3%
建仓
ADMA
ADMA BIOLOGICS INC
+$269.9K
40,900
建仓
SMPL
SIMPLY GOOD FOODS CO
+$268.8K
7,900
减持
—
DYNAVAX TECHNOLOGIES CORP
-$261.9K
27,558
-36%
建仓
RGNX
REGENXBIO INC
+$252.8K
12,000
建仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$221.0K
4,400
建仓
BIDU
BAIDU INC
+$210.6K
2,000
增持
IQV
IQVIA HLDGS INC
+$196.9K
8,336
+1%
