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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 53
减持 70
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
MRNA
MODERNA INC
-$78.7M
1,600,836
+2%
减持
IONS
IONIS PHARMACEUTICALS INC
-$78.2M
7,874,400
-5%
减持
DXCM
DEXCOM INC
-$75.7M
1,017,038
-20%
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。
增持
EXAS
EXACT SCIENCES CORP
+$49.8M
1,449,465
+25%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$46.6M
1,863,800
-2%
减持
ARGX
ARGENX SE
+$45.5M
632,829
-9%
增持
EVH
EVOLENT HEALTH INC
+$43.6M
2,670,050
+60%
减持
EW
EDWARDS LIFESCIENCES CORP
-$41.6M
1,134,076
-10%
减持
CDNA
CAREDX INC
+$37.5M
3,145,456
-20%
减持
CRL
CHARLES RIV LABS INTL INC
-$33.7M
73,115
-69%
增持
ABT
ABBOTT LABS
+$31.9M
1,743,938
+9%
减持
INSM
INSMED INC
-$30.1M
525,434
-49%
增持
UNH
UNITEDHEALTH GROUP INC
+$27.1M
225,550
+10%
减持
BIO
BIO RAD LABS INC
-$27.0M
46,151
-70%
减持
RVMD
REVOLUTION MEDICINES INC
+$25.7M
4,871,360
-3%
增持
INSP
INSPIRE MED SYS INC
+$24.5M
195,080
+56%
清仓
—
SILK RD MED INC
-$23.1M
0
-100%
减持
CNC
CENTENE CORP DEL
-$21.4M
86,708
-79%
减持
HCM
HUTCHMED CHINA LTD
-$19.2M
24,015
-98%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$19.0M
330,976
+534%
增持
—
VERONA PHARMA PLC
+$18.7M
1,220,059
+8%
减持
—
APELLIS PHARMACEUTICALS INC
-$16.5M
19,046
-96%
增持
TNDM
TANDEM DIABETES CARE INC
+$16.3M
1,850,891
+20%
减持
—
SAGE THERAPEUTICS INC
-$16.3M
4,460,693
-0%
增持
—
INTRA-CELLULAR THERAPIES INC
+$12.6M
2,485,627
+1%
增持
OPCH
OPTION CARE HEALTH INC
+$12.6M
1,654,878
+17%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$12.4M
571,406
-4%
增持
—
MEDTRONIC PLC
+$12.0M
1,008,633
+1%
减持
INCY
INCYTE CORP
+$11.6M
2,150,551
-0%
增持
IQV
IQVIA HLDGS INC
+$11.3M
129,827
+41%
增持
RLAY
RELAY THERAPEUTICS INC
+$10.7M
7,377,184
+16%
减持
PODD
INSULET CORP
+$10.2M
421,479
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$9.6M
53,623
+26%
减持
MGNX
MACROGENICS INC
-$9.6M
9,929,963
-0%
增持
ONC
BEIGENE LTD
+$9.5M
58,729
+129%
增持
CSTL
CASTLE BIOSCIENCES INC
+$9.5M
1,262,030
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$9.3M
531,967
+2%
减持
MCK
MCKESSON CORP
-$9.3M
35,742
-23%
增持
RMD
RESMED INC
+$9.3M
160,128
+3%
建仓
—
TERNS PHARMACEUTICALS INC
+$8.7M
1,042,135
减持
AXSM
AXSOME THERAPEUTICS INC
-$8.6M
367,181
-29%
减持
ELV
ELEVANCE HEALTH INC
-$8.6M
89,328
-12%
增持
DHR
DANAHER CORPORATION
+$8.4M
105,590
+26%
减持
PRCT
PROCEPT BIOROBOTICS CORP
+$8.2M
612,691
-8%
减持
LEGN
LEGEND BIOTECH CORP
-$8.1M
169,134
-54%
减持
BSX
BOSTON SCIENTIFIC CORP
+$7.7M
2,452,797
-5%
减持
HCA
HCA HEALTHCARE INC
+$7.3M
114,525
-6%
增持
JNJ
JOHNSON & JOHNSON
+$7.2M
51,242
+557%
增持
NEO
NEOGENOMICS INC
+$7.1M
1,612,612
+34%
减持
—
ESSA PHARMA INC
+$6.3M
7,879,583
-0%
减持
REGN
REGENERON PHARMACEUTICALS
-$5.8M
26,776
-17%
减持
LLY
ELI LILLY & CO
-$5.8M
44,246
-11%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$5.8M
629,758
+13%
减持
NTRA
NATERA INC
-$5.6M
138,459
-35%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$5.6M
3,071,615
+3%
减持
ARVN
ARVINAS INC
-$4.9M
2,386,600
-0%
清仓
ATRC
ATRICURE INC
-$4.8M
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$4.7M
610,000
-1%
增持
ASTH
ASTRANA HEALTH INC
+$4.6M
254,182
+1%
减持
SYK
STRYKER CORPORATION
+$4.5M
526,607
-4%
减持
MRK
MERCK & CO INC
-$4.5M
42,233
-43%
增持
BEAM
BEAM THERAPEUTICS INC
+$4.0M
1,518,121
+7%
减持
COR
CENCORA INC
-$3.9M
72,053
-19%
减持
ISRG
INTUITIVE SURGICAL INC
+$3.9M
496,775
-8%
减持
TMDX
TRANSMEDICS GROUP INC
-$3.7M
169,844
-16%
减持
VEEV
VEEVA SYS INC
+$3.5M
163,512
-3%
增持
SRPT
SAREPTA THERAPEUTICS INC
+$3.1M
344,348
+36%
清仓
—
OUTSET MED INC
-$2.9M
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$2.7M
0
-100%
减持
OMCL
OMNICELL COM
+$2.2M
197,714
-16%
增持
SIBN
SI-BONE INC
+$2.2M
1,444,109
+4%
减持
PEN
PENUMBRA INC
+$2.2M
272,683
-3%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.0M
432,805
-4%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.9M
36,825
增持
ALGN
ALIGN TECHNOLOGY INC
+$1.9M
143,996
+0%
增持
—
HOLOGIC INC
+$1.8M
247,864
+0%
增持
IMCR
IMMUNOCORE HLDGS PLC
-$1.6M
1,205,464
+4%
增持
PFE
PFIZER INC
+$1.6M
141,075
+59%
增持
GKOS
GLAUKOS CORP
+$1.6M
62,983
+13%
建仓
SMMT
SUMMIT THERAPEUTICS INC
+$1.4M
64,094
增持
ILMN
ILLUMINA INC
+$1.3M
45,196
+4%
增持
ALT
ALTIMMUNE INC
+$1.3M
863,660
+44%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$1.3M
3,735,915
-4%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$1.2M
70,821
-54%
增持
ABBV
ABBVIE INC
+$1.2M
42,886
+2%
增持
GILD
GILEAD SCIENCES INC
+$1.2M
46,027
+18%
清仓
—
NEVRO CORP
-$1.1M
0
-100%
减持
AMGN
AMGEN INC
-$1.1M
25,152
-15%
建仓
BNTX
BIONTECH SE
+$1.0M
8,721
减持
EXEL
EXELIXIS INC
+$1.0M
1,600,000
-11%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$994.3K
809,095
-12%
增持
WAY
WAYSTAR HLDG CORP
+$964.1K
150,202
+0%
建仓
SNY
SANOFI
+$870.7K
15,109
减持
BIIB
BIOGEN INC
-$857.6K
2,634
-55%
增持
VKTX
VIKING THERAPEUTICS INC
+$791.0K
16,179
+268%
减持
DOCS
DOXIMITY INC
-$752.0K
29,060
-60%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$724.9K
2,161,203
-0%
减持
—
ASTRAZENECA PLC
-$681.2K
33,500
-21%
增持
EHC
ENCOMPASS HEALTH CORP
+$668.9K
19,233
+39%
减持
IDXX
IDEXX LABS INC
+$632.0K
91,279
-2%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$604.5K
392,881
-8%
减持
MOH
MOLINA HEALTHCARE INC
+$567.5K
67,562
-12%
减持
ACCD
ACCOLADE INC
-$549.1K
640,865
-24%
增持
ZTS
ZOETIS INC
+$522.5K
5,284
+80%
清仓
AAPL
APPLE INC
-$463.4K
0
-100%
建仓
DNLI
DENALI THERAPEUTICS INC
+$457.3K
15,700
减持
GMED
GLOBUS MED INC
-$450.2K
469,798
-6%
清仓
—
ALKERMES PLC
-$433.8K
0
-100%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$433.7K
31,000
减持
TXG
10X GENOMICS INC
+$368.2K
281,881
-9%
建仓
—
ARCELLX INC
+$334.0K
4,000
减持
CI
THE CIGNA GROUP
+$331.1K
118,407
-4%
清仓
FDMT
4D MOLECULAR THERAPEUTICS IN
-$329.5K
0
-100%
减持
CYTK
CYTOKINETICS INC
-$324.9K
10,941
-34%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$323.8K
0
-100%
清仓
—
DYNAVAX TECHNOLOGIES CORP
-$309.5K
0
-100%
减持
PCVX
VAXCYTE INC
+$296.1K
11,981
-16%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$288.7K
15,700
+21%
清仓
CCCC
C4 THERAPEUTICS INC
-$266.1K
0
-100%
减持
—
BLUEPRINT MEDICINES CORP
-$253.7K
3,200
-37%
减持
RCKT
ROCKET PHARMACEUTICALS INC
-$252.4K
9,300
-53%
增持
AMRX
AMNEAL PHARMACEUTICALS INC
+$237.2K
76,414
+22%
减持
BDX
BECTON DICKINSON & CO
+$228.1K
337,633
-3%
减持
PHR
PHREESIA INC
+$227.8K
422,406
-5%
建仓
—
SUMMIT THERAPEUTICS INC
+$219.0K
10,000
增持
THC
TENET HEALTHCARE CORP
+$214.7K
5,625
+4%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$204.6K
39,500
+126%
清仓
—
89BIO INC
-$197.8K
0
-100%
减持
—
MERUS N V
-$180.2K
8,000
-18%
建仓
NRIX
NURIX THERAPEUTICS INC
+$179.8K
8,000
增持
VTRS
VIATRIS INC
+$174.1K
39,283
+48%
减持
ADMA
ADMA BIOLOGICS INC
+$172.3K
25,900
-16%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$171.3K
0
-100%
减持
TEM
TEMPUS AI INC
-$145.8K
516
-90%
减持
RDY
DR REDDYS LABS LTD
-$141.1K
20,595
-12%
减持
CAH
CARDINAL HEALTH INC
+$136.9K
30,224
-7%
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$127.8K
7,700
建仓
VCYT
VERACYTE INC
+$122.5K
3,600
清仓
GRAL
GRAIL INC
-$111.7K
0
-100%
增持
KRYS
KRYSTAL BIOTECH INC
+$99.0K
4,779
+14%
减持
XENE
XENON PHARMACEUTICALS INC
-$74.9K
8,200
-20%
增持
KURA
KURA ONCOLOGY INC
+$59.8K
13,600
+36%
减持
BBIO
BRIDGEBIO PHARMA INC
-$59.4K
10,400
-19%
增持
AUTL
AUTOLUS THERAPEUTICS PLC
+$37.5K
41,500
+28%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$30.8K
12,346
-18%
增持
IDYA
IDEAYA BIOSCIENCES INC
+$28.0K
7,200
+26%
增持
ORCL
ORACLE CORP
+$25.7K
624
+9%
增持
A
AGILENT TECHNOLOGIES INC
+$22.9K
769
+9%
清仓
—
EXSCIENTIA PLC
-$17.1K
0
-100%
增持
LH
LABCORP HOLDINGS INC
+$7.4K
206
+8%
