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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 146 项
建仓 13
增持 50
减持 68
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$91.2M
2,510,690
+16%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$69.5M
487,434
-15%
减持
CDNA
CAREDX INC
-$68.8M
1,374,412
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。
-56%
减持
EVH
EVOLENT HEALTH INC
-$63.0M
1,113,658
-58%
减持
EXAS
EXACT SCIENCES CORP
-$59.7M
694,056
-52%
清仓
OPCH
OPTION CARE HEALTH INC
-$51.8M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$51.1M
159,713
-29%
减持
AGIO
AGIOS PHARMACEUTICALS INC
-$50.5M
3,515,150
-6%
减持
TNDM
TANDEM DIABETES CARE INC
-$50.3M
782,456
-58%
清仓
—
ESSA PHARMA INC
-$47.8M
0
-100%
清仓
EXEL
EXELIXIS INC
-$41.5M
0
-100%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$41.3M
770,268
-5%
增持
MRNA
MODERNA INC
-$40.4M
1,600,877
+0%
减持
IONS
IONIS PHARMACEUTICALS INC
-$40.4M
7,868,700
-0%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$33.7M
1,820,000
-2%
减持
ELV
ELEVANCE HEALTH INC
-$32.3M
38,343
-57%
减持
RVMD
REVOLUTION MEDICINES INC
-$29.0M
4,386,900
-10%
清仓
—
CRISPR THERAPEUTICS AG
-$28.7M
0
-100%
减持
HCA
HCA HEALTHCARE INC
-$28.0M
61,883
-46%
减持
AXSM
AXSOME THERAPEUTICS INC
-$22.9M
118,930
-68%
减持
SRPT
SAREPTA THERAPEUTICS INC
-$22.2M
171,317
-50%
减持
IQV
IQVIA HLDGS INC
-$22.0M
44,833
-65%
减持
—
INTRA-CELLULAR THERAPIES INC
+$21.9M
2,440,240
-2%
增持
RLAY
RELAY THERAPEUTICS INC
-$21.8M
7,377,292
+0%
减持
ARGX
ARGENX SE
+$21.8M
593,184
-6%
增持
MRK
MERCK & CO INC
+$21.5M
264,226
+526%
建仓
BRKR
BRUKER CORP
+$21.1M
359,588
减持
INSM
INSMED INC
-$20.5M
258,483
-51%
减持
CSTL
CASTLE BIOSCIENCES INC
-$16.1M
745,982
-41%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$15.7M
293,621
-32%
增持
EHC
ENCOMPASS HEALTH CORP
+$15.6M
188,522
+880%
增持
AMGN
AMGEN INC
+$15.2M
89,240
+255%
减持
BSX
BOSTON SCIENTIFIC CORP
-$14.8M
2,135,295
-13%
增持
TMDX
TRANSMEDICS GROUP INC
-$14.6M
192,718
+13%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$14.5M
485,050
-23%
减持
IDXX
IDEXX LABS INC
-$14.3M
76,935
-16%
减持
PODD
INSULET CORP
-$14.1M
321,917
-24%
减持
INSP
INSPIRE MED SYS INC
-$13.6M
148,478
-24%
增持
DXCM
DEXCOM INC
+$13.1M
1,045,044
+3%
增持
THC
TENET HEALTHCARE CORP
+$13.0M
110,230
+1860%
增持
ARVN
ARVINAS INC
-$13.0M
2,389,600
+0%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$11.8M
462,894
-24%
减持
COO
COOPER COS INC
-$11.0M
357,130
-10%
清仓
—
GENERATION BIO CO
-$9.7M
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$8.9M
524,414
-1%
减持
—
VERONA PHARMA PLC
-$8.7M
568,955
-53%
减持
ASTH
ASTRANA HEALTH INC
-$8.3M
205,239
-19%
减持
SIBN
SI-BONE INC
-$7.8M
880,979
-39%
减持
ABT
ABBOTT LABS
-$7.8M
1,688,660
-3%
增持
—
MEDTRONIC PLC
-$7.5M
1,042,948
+3%
减持
VEEV
VEEVA SYS INC
-$7.5M
127,575
-22%
增持
INCY
INCYTE CORP
+$6.9M
2,157,478
+0%
减持
ONC
BEIGENE LTD
-$6.9M
34,229
-42%
减持
MCK
MCKESSON CORP
-$6.7M
19,315
-46%
增持
CI
THE CIGNA GROUP
-$6.4M
125,205
+6%
减持
EW
EDWARDS LIFESCIENCES CORP
+$6.4M
1,097,848
-3%
减持
NEO
NEOGENOMICS INC
-$6.4M
1,055,796
-35%
增持
REGN
REGENERON PHARMACEUTICALS
-$5.8M
31,412
+17%
增持
NTRA
NATERA INC
+$5.5M
145,676
+5%
减持
CRL
CHARLES RIV LABS INTL INC
-$5.1M
50,327
-31%
减持
BDX
BECTON DICKINSON & CO
-$4.8M
337,548
-0%
减持
BIO
BIO RAD LABS INC
-$4.4M
33,551
-27%
减持
OMCL
OMNICELL COM
-$4.4M
94,740
-52%
增持
LLY
ELI LILLY & CO
-$4.1M
45,465
+3%
建仓
—
MASIMO CORP
+$4.0M
24,166
减持
GMED
GLOBUS MED INC
-$3.6M
362,979
-23%
减持
PEN
PENUMBRA INC
+$3.5M
238,053
-13%
建仓
SPY
SPDR S&P 500 ETF TR
+$3.3M
5,660
增持
ALGN
ALIGN TECHNOLOGY INC
-$3.3M
160,003
+11%
减持
SYK
STRYKER CORPORATION
-$3.0M
520,026
-1%
建仓
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$3.0M
174,152
增持
—
TERNS PHARMACEUTICALS INC
-$2.8M
1,061,753
+2%
减持
LEGN
LEGEND BIOTECH CORP
-$2.8M
167,341
-1%
减持
TXG
10X GENOMICS INC
-$2.5M
270,728
-4%
增持
—
HOLOGIC INC
-$2.3M
247,886
+0%
增持
RMD
RESMED INC
-$2.3M
160,793
+0%
增持
DHR
DANAHER CORPORATION
-$1.8M
119,922
+14%
减持
HUM
HUMANA INC
-$1.8M
28,367
-0%
清仓
—
MOLECULAR TEMPLATES INC
-$1.8M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.7M
464,377
-7%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$1.6M
170,594
+166%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$1.6M
329,021
-1%
增持
WAY
WAYSTAR HLDG CORP
+$1.6M
157,898
+5%
增持
ALT
ALTIMMUNE INC
+$1.5M
945,446
+9%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.5M
60,962
+14%
减持
CNC
CENTENE CORP DEL
-$1.3M
86,456
-0%
增持
COR
CENCORA INC
+$1.2M
77,522
+8%
减持
GKOS
GLAUKOS CORP
+$922.2K
60,875
-3%
建仓
GDX
VANECK ETF TRUST
+$888.4K
26,200
清仓
SNY
SANOFI
-$870.7K
0
-100%
减持
CAH
CARDINAL HEALTH INC
-$703.2K
22,298
-26%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$653.1K
953,164
-10%
增持
MOH
MOLINA HEALTHCARE INC
+$630.9K
82,151
+22%
增持
GILD
GILEAD SCIENCES INC
+$614.5K
48,429
+5%
减持
PHR
PHREESIA INC
+$580.6K
405,693
-4%
增持
ZTS
ZOETIS INC
+$560.9K
9,779
+85%
清仓
—
APELLIS PHARMACEUTICALS INC
-$549.3K
0
-100%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$514.7K
25,000
+225%
减持
VKTX
VIKING THERAPEUTICS INC
-$503.6K
12,939
-20%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$498.4K
23,596
+50%
清仓
HCM
HUTCHMED CHINA LTD
-$469.0K
0
-100%
清仓
VTRS
VIATRIS INC
-$456.1K
0
-100%
增持
—
STERIS PLC
+$448.8K
109,887
+20%
增持
ABBV
ABBVIE INC
-$426.6K
45,259
+6%
增持
JNJ
JOHNSON & JOHNSON
-$414.2K
54,557
+6%
减持
CVS
CVS HEALTH CORP
-$406.9K
21,844
-1%
建仓
—
UNIQURE NV
+$397.4K
22,500
增持
PCVX
VAXCYTE INC
-$383.6K
12,038
+0%
减持
ACCD
ACCOLADE INC
-$362.3K
615,509
-4%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$359.9K
23,718
+92%
建仓
—
ASCENDIS PHARMA A/S
+$344.2K
2,500
建仓
ZLAB
ZAI LAB LTD
+$340.5K
13,000
增持
PFE
PFIZER INC
-$327.1K
141,560
+0%
清仓
NKE
NIKE INC
-$309.4K
0
-100%
建仓
—
ROIVANT SCIENCES LTD
+$283.9K
24,000
增持
—
ASTRAZENECA PLC
-$270.9K
35,700
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$250.3K
38,113
+3%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$228.1K
0
-100%
减持
ADMA
ADMA BIOLOGICS INC
-$227.9K
16,900
-35%
减持
DOCS
DOXIMITY INC
+$224.0K
27,911
-4%
清仓
—
SUMMIT THERAPEUTICS INC
-$219.0K
0
-100%
清仓
RCKT
ROCKET PHARMACEUTICALS INC
-$171.8K
0
-100%
建仓
PTCT
PTC THERAPEUTICS INC
+$171.5K
3,800
建仓
—
OCULIS HOLDING AG
+$170.0K
10,000
建仓
—
KINIKSA PHARMACEUTICALS INTL
+$160.2K
8,100
增持
AMRX
AMNEAL PHARMACEUTICALS INC
+$159.5K
100,414
+31%
减持
CERT
CERTARA INC
-$142.1K
92,129
-4%
建仓
—
MODERNA INC
+$110.0K
150
增持
BIIB
BIOGEN INC
-$105.0K
2,652
+1%
减持
—
ARCELLX INC
-$104.0K
3,000
-25%
增持
RDY
DR REDDYS LABS LTD
-$90.4K
97,900
+375%
减持
BNTX
BIONTECH SE
-$86.4K
8,332
-4%
增持
KRYS
KRYSTAL BIOTECH INC
-$79.3K
5,047
+6%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$59.4K
60,598
-14%
减持
ILMN
ILLUMINA INC
-$54.0K
43,703
-3%
清仓
OABI
OMNIAB INC
-$48.5K
0
-100%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$35.1K
377,806
-4%
减持
TVTX
TRAVERE THERAPEUTICS INC
-$31.3K
23,100
-25%
减持
TEM
TEMPUS AI INC
-$21.2K
237
-54%
增持
NVDA
NVIDIA CORPORATION
+$13.9K
751
+5%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$10.1K
42
+2%
增持
A
AGILENT TECHNOLOGIES INC
-$5.9K
806
+5%
增持
QCOM
QUALCOMM INC
-$3.9K
447
+5%
增持
LH
LABCORP HOLDINGS INC
+$3.5K
216
+5%
增持
ORCL
ORACLE CORP
+$2.7K
654
+5%
增持
MSFT
MICROSOFT CORP
+$2.1K
203
+5%
