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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 147 项
建仓 10
增持 64
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
MGNX
MACROGENICS INC
-$104.4M
9,942,313
-0%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$86.3M
919,834
+0%
减持
AGIO
AGIOS PHARMACEUTICALS INC
+$50.2M
3,879,548
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。
-3%
减持
ACCD
ACCOLADE INC
-$47.3M
842,577
-82%
增持
PODD
INSULET CORP
+$37.5M
435,420
+48%
减持
HUM
HUMANA INC
-$36.4M
28,440
-79%
减持
—
SAGE THERAPEUTICS INC
-$35.2M
4,464,693
-0%
清仓
—
SHOCKWAVE MED INC
-$34.4M
0
-100%
减持
IONS
IONIS PHARMACEUTICALS INC
+$33.9M
8,260,434
-0%
减持
ISRG
INTUITIVE SURGICAL INC
-$32.1M
539,904
-21%
减持
MRK
MERCK & CO INC
-$31.8M
74,709
-76%
减持
RVMD
REVOLUTION MEDICINES INC
+$31.7M
5,029,100
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$31.2M
205,675
+38%
减持
INSP
INSPIRE MED SYS INC
-$30.1M
124,724
-43%
增持
EXAS
EXACT SCIENCES CORP
-$29.7M
1,158,880
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$27.1M
32,297
+356%
减持
—
INTRA-CELLULAR THERAPIES INC
-$25.8M
2,471,285
-12%
建仓
EWTX
EDGEWISE THERAPEUTICS INC
+$25.7M
1,428,929
增持
DXCM
DEXCOM INC
-$25.5M
1,268,687
+4%
增持
SYK
STRYKER CORPORATION
+$24.9M
545,934
+21%
增持
IMCR
IMMUNOCORE HLDGS PLC
-$24.1M
1,154,654
+19%
增持
RMD
RESMED INC
+$23.8M
155,881
+413%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$23.8M
52,232
-84%
减持
OPCH
OPTION CARE HEALTH INC
-$23.4M
1,416,879
-24%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$22.2M
1,898,640
-8%
增持
MCK
MCKESSON CORP
+$22.1M
46,142
+413%
减持
ARGX
ARGENX SE
-$21.8M
691,874
-15%
减持
BDX
BECTON DICKINSON & CO
-$21.7M
347,333
-16%
减持
CDNA
CAREDX INC
+$19.1M
3,912,575
-1%
减持
MOH
MOLINA HEALTHCARE INC
-$18.3M
76,393
-24%
减持
BSX
BOSTON SCIENTIFIC CORP
-$17.8M
2,569,588
-18%
增持
IQV
IQVIA HLDGS INC
+$17.4M
92,083
+1005%
清仓
PACB
PACIFIC BIOSCIENCES CALIF IN
-$17.2M
0
-100%
增持
EVH
EVOLENT HEALTH INC
-$16.7M
1,669,835
+13%
减持
ALGN
ALIGN TECHNOLOGY INC
-$16.0M
143,982
-7%
增持
CRL
CHARLES RIV LABS INTL INC
-$14.2M
232,702
+1%
减持
HCA
HCA HEALTHCARE INC
-$14.0M
122,304
-23%
减持
AXSM
AXSOME THERAPEUTICS INC
-$13.1M
516,533
-25%
减持
COR
CENCORA INC
-$11.8M
89,329
-32%
减持
BIO
BIO RAD LABS INC
-$11.8M
155,258
-1%
增持
CI
THE CIGNA GROUP
+$11.8M
123,090
+55%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$11.5M
449,081
+59%
增持
EW
EDWARDS LIFESCIENCES CORP
+$11.0M
1,260,461
+14%
减持
—
APELLIS PHARMACEUTICALS INC
-$10.8M
444,404
-6%
减持
INSM
INSMED INC
+$10.3M
1,021,700
-52%
增持
PEN
PENUMBRA INC
+$10.3M
282,049
+56%
减持
TNDM
TANDEM DIABETES CARE INC
-$9.8M
1,543,267
-24%
增持
ASTH
ASTRANA HEALTH INC
+$9.7M
250,617
+2344%
增持
ANNX
ANNEXON INC
+$9.6M
5,157,290
+136%
减持
—
MEDTRONIC PLC
-$8.9M
1,001,747
-1%
减持
—
CRISPR THERAPEUTICS AG
-$8.9M
617,649
-0%
减持
ATRC
ATRICURE INC
-$8.8M
212,559
-52%
增持
VEEV
VEEVA SYS INC
-$8.1M
168,583
+0%
增持
—
BIOHAVEN LTD
+$7.9M
2,040,853
+77%
增持
INCY
INCYTE CORP
+$7.9M
2,153,504
+0%
增持
RLAY
RELAY THERAPEUTICS INC
-$7.6M
6,377,115
+8%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$7.4M
2,971,615
+6%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$7.3M
252,321
+0%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$6.3M
557,321
+53%
增持
BEAM
BEAM THERAPEUTICS INC
-$6.2M
1,418,121
+19%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$6.0M
521,017
+2%
减持
—
SILK RD MED INC
-$4.7M
855,293
-44%
增持
—
GENERATION BIO CO
-$4.7M
3,918,856
+1%
减持
EXEL
EXELIXIS INC
-$4.6M
1,803,200
-5%
减持
—
HOLOGIC INC
-$4.2M
247,826
-15%
建仓
ALT
ALTIMMUNE INC
+$4.0M
600,000
增持
ELV
ELEVANCE HEALTH INC
+$3.9M
101,549
+3%
增持
ABT
ABBOTT LABS
+$3.9M
1,606,153
+12%
增持
—
STERIS PLC
+$3.5M
91,282
+24%
清仓
SPY
SPDR S&P 500 ETF TR
-$3.5M
0
-100%
减持
TMDX
TRANSMEDICS GROUP INC
+$3.4M
201,415
-45%
减持
MRNA
MODERNA INC
+$3.4M
1,563,735
-9%
建仓
WAY
WAYSTAR HLDG CORP
+$3.2M
150,000
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$3.1M
669,049
-25%
减持
GMED
GLOBUS MED INC
+$3.0M
497,293
-14%
增持
AMGN
AMGEN INC
+$2.9M
29,528
+33%
增持
CAH
CARDINAL HEALTH INC
+$2.9M
32,582
+986%
增持
ABBV
ABBVIE INC
+$2.2M
42,204
+53%
减持
—
VERONA PHARMA PLC
-$1.9M
1,134,229
-0%
减持
DOCS
DOXIMITY INC
-$1.9M
72,155
-50%
增持
NEO
NEOGENOMICS INC
+$1.8M
1,202,096
+27%
增持
—
ASTRAZENECA PLC
+$1.7M
42,200
+82%
增持
—
OUTSET MED INC
+$1.7M
762,799
+33%
增持
PFE
PFIZER INC
+$1.5M
88,614
+162%
减持
NTRA
NATERA INC
-$1.5M
213,987
-21%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.4M
593,461
-11%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
0
-100%
减持
RDY
DR REDDYS LABS LTD
-$1.2M
23,328
-43%
增持
RXRX
RECURSION PHARMACEUTICALS IN
-$1.0M
425,810
+0%
清仓
GDX
VANECK ETF TRUST
-$1.0M
0
-100%
增持
—
MOLECULAR TEMPLATES INC
-$835.0K
1,279,820
+24%
减持
ZTS
ZOETIS INC
-$760.9K
2,941
-61%
增持
SIBN
SI-BONE INC
-$719.3K
1,387,609
+22%
减持
DHR
DANAHER CORPORATION
-$566.4K
83,920
-3%
增持
CNC
CENTENE CORP DEL
-$553.4K
421,458
+16%
减持
CSTL
CASTLE BIOSCIENCES INC
-$528.6K
1,217,101
-0%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$508.4K
154,770
+9%
清仓
VERV
VERVE THERAPEUTICS INC
-$387.8K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$349.4K
42,626
+7%
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$334.4K
0
-100%
减持
HCM
HUTCHMED CHINA LTD
+$275.7K
1,149,157
-0%
增持
THC
TENET HEALTHCARE CORP
+$274.1K
5,414
+28%
清仓
SMPL
SIMPLY GOOD FOODS CO
-$268.8K
0
-100%
清仓
BMEA
BIOMEA FUSION INC
-$266.1K
0
-100%
建仓
NKE
NIKE INC
+$263.8K
3,500
清仓
RGNX
REGENXBIO INC
-$252.8K
0
-100%
减持
—
GARMIN LTD
-$245.8K
1,050
-63%
增持
ONC
BEIGENE LTD
-$242.2K
25,629
+3%
增持
GILD
GILEAD SCIENCES INC
+$231.7K
38,934
+17%
减持
—
ALKERMES PLC
-$219.8K
18,000
-25%
减持
VKTX
VIKING THERAPEUTICS INC
-$209.6K
4,400
-19%
减持
XENE
XENON PHARMACEUTICALS INC
-$209.3K
10,200
-28%
建仓
KURA
KURA ONCOLOGY INC
+$205.9K
10,000
增持
CYTK
CYTOKINETICS INC
-$193.9K
16,659
+7%
清仓
BAX
BAXTER INTL INC
-$179.5K
0
-100%
建仓
TEM
TEMPUS AI INC
+$175.0K
5,000
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$173.0K
520
-40%
增持
PCVX
VAXCYTE INC
+$168.3K
14,210
+7%
建仓
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$164.4K
4,000
建仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$162.8K
17,500
增持
JNJ
JOHNSON & JOHNSON
+$124.0K
7,797
+21%
增持
AMRX
AMNEAL PHARMACEUTICALS INC
+$123.5K
62,760
+38%
减持
LLY
ELI LILLY & CO
-$120.6K
49,674
-14%
建仓
GRAL
GRAIL INC
+$111.7K
7,266
增持
VTRS
VIATRIS INC
+$108.7K
26,531
+83%
增持
LEGN
LEGEND BIOTECH CORP
-$94.5K
369,270
+26%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$86.0K
17,499
+90%
减持
KRYS
KRYSTAL BIOTECH INC
-$84.9K
4,198
-13%
减持
ADMA
ADMA BIOLOGICS INC
+$75.5K
30,900
-24%
减持
BIIB
BIOGEN INC
+$72.7K
5,902
-2%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$55.3K
5,700
+73%
减持
EHC
ENCOMPASS HEALTH CORP
-$47.3K
13,868
-7%
建仓
LH
LABCORP HOLDINGS INC
+$38.7K
190
增持
—
89BIO INC
+$38.4K
24,700
+80%
清仓
—
LABORATORY CORP AMER HLDGS
-$32.3K
0
-100%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
-$29.1K
15,146
-21%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$25.1K
1,100
+4%
增持
A
AGILENT TECHNOLOGIES INC
+$12.7K
704
+30%
增持
BCYC
BICYCLE THERAPEUTICS PLC
+$12.6K
16,000
+28%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$12.0K
40
+21%
清仓
IONQ
IONQ INC
-$11.1K
0
-100%
减持
QCOM
QUALCOMM INC
-$9.6K
391
-24%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
-$7.8K
13,000
+4%
增持
NVDA
NVIDIA CORPORATION
-$6.7K
655
+575%
减持
ORCL
ORACLE CORP
-$4.4K
571
-16%
减持
MSFT
MICROSOFT CORP
+$4.3K
179
-1%
增持
—
EXSCIENTIA PLC
+$2.0K
3,350
+27%
