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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 120 项
建仓 7
增持 39
减持 61
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
—
AKERO THERAPEUTICS INC
+$55.3M
1,985,272
+59%
减持
UNH
UNITEDHEALTH GROUP INC
-$41.9M
142,296
-14%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$40.4M
2,441,830
+100%
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。
建仓
—
BLUEPRINT MEDICINES CORP
+$36.5M
284,900
减持
ARGX
ARGENX SE
-$27.8M
571,039
-1%
减持
BDX
BECTON DICKINSON & CO
-$24.3M
316,732
-8%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$23.8M
2,947,295
+18%
减持
INCY
INCYTE CORP
-$19.7M
1,570,333
-25%
减持
MRK
MERCK & CO INC
-$18.5M
28,239
-88%
减持
AMGN
AMGEN INC
-$18.5M
24,108
-70%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$17.7M
151,445
-59%
减持
COR
CENCORA INC
-$17.5M
7,970
-89%
增持
HCA
HCA HEALTHCARE INC
+$16.6M
99,122
+60%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$16.4M
3,590,150
+2%
增持
ELV
ELEVANCE HEALTH INC
+$14.5M
82,053
+105%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$14.1M
113,544
+77%
清仓
BRKR
BRUKER CORP
-$14.0M
0
-100%
清仓
ESPR
ESPERION THERAPEUTICS INC NE
-$14.0M
0
-100%
增持
RVMD
REVOLUTION MEDICINES INC
+$13.8M
4,579,300
+5%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$13.1M
676,367
-12%
清仓
THC
TENET HEALTHCARE CORP
-$12.7M
0
-100%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$11.6M
3,307,569
+8%
减持
BAX
BAXTER INTL INC
-$11.0M
152,291
-67%
减持
PEN
PENUMBRA INC
-$10.0M
174,050
-15%
减持
EXAS
EXACT SCIENCES CORP
-$10.0M
284,201
-51%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$9.5M
0
-100%
增持
—
BIOHAVEN LTD
-$9.5M
2,802,853
+37%
增持
RLAY
RELAY THERAPEUTICS INC
+$9.2M
8,230,870
+12%
增持
MCK
MCKESSON CORP
+$9.1M
40,466
+32%
增持
NTRA
NATERA INC
+$8.9M
147,491
+30%
减持
MRNA
MODERNA INC
-$8.9M
1,238,668
-18%
减持
IDXX
IDEXX LABS INC
+$8.8M
76,548
-0%
建仓
DGX
QUEST DIAGNOSTICS INC
+$8.7M
48,567
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$8.6M
267,716
-8%
减持
BSX
BOSTON SCIENTIFIC CORP
-$7.2M
1,765,194
-10%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$6.6M
421,501
+1357%
增持
VEEV
VEEVA SYS INC
+$6.4M
113,333
+0%
增持
ABT
ABBOTT LABS
+$6.3M
1,564,022
+1%
清仓
CSTL
CASTLE BIOSCIENCES INC
-$6.0M
0
-100%
减持
INSP
INSPIRE MED SYS INC
-$6.0M
75,660
-24%
清仓
EVH
EVOLENT HEALTH INC
-$5.8M
0
-100%
减持
TMDX
TRANSMEDICS GROUP INC
+$5.8M
130,517
-25%
减持
IQV
IQVIA HLDGS INC
-$5.5M
33,700
-45%
减持
AXSM
AXSOME THERAPEUTICS INC
-$5.4M
56,253
-42%
清仓
ALT
ALTIMMUNE INC
-$5.3M
0
-100%
清仓
BIO
BIO RAD LABS INC
-$5.2M
0
-100%
清仓
ASTH
ASTRANA HEALTH INC
-$5.1M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$5.1M
378,728
-11%
增持
EWTX
EDGEWISE THERAPEUTICS INC
+$5.0M
2,775,997
+94%
减持
NEO
NEOGENOMICS INC
-$4.9M
913,082
-25%
减持
COO
COOPER COS INC
-$4.8M
356,074
-0%
增持
—
ASCENDIS PHARMA A/S
+$4.6M
28,655
+1408%
建仓
OMDA
OMADA HEALTH INC
+$4.6M
250,000
减持
ALGN
ALIGN TECHNOLOGY INC
+$4.6M
150,787
-0%
增持
HUM
HUMANA INC
+$4.5M
49,124
+74%
减持
LLY
ELI LILLY & CO
-$4.2M
40,920
-6%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$4.1M
515,468
-2%
减持
REGN
REGENERON PHARMACEUTICALS
-$4.0M
26,744
-6%
减持
—
MEDTRONIC PLC
-$4.0M
921,043
-2%
增持
PRCT
PROCEPT BIOROBOTICS CORP
+$4.0M
489,278
+18%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.7M
441,610
+7%
增持
—
MASIMO CORP
+$3.5M
89,673
+28%
增持
GPCR
STRUCTURE THERAPEUTICS INC
+$3.4M
348,527
+57%
减持
INSM
INSMED INC
-$3.3M
81,397
-46%
增持
LH
LABCORP HOLDINGS INC
+$3.1M
36,692
+30%
增持
BNTX
BIONTECH SE
+$3.0M
35,039
+340%
减持
MOH
MOLINA HEALTHCARE INC
-$2.9M
74,022
-2%
减持
DXCM
DEXCOM INC
+$2.5M
860,828
-19%
减持
PODD
INSULET CORP
-$2.4M
219,013
-19%
减持
—
VERONA PHARMA PLC
-$2.4M
15,927
-74%
增持
BEAM
BEAM THERAPEUTICS INC
+$2.4M
2,889,288
+21%
增持
CNC
CENTENE CORP DEL
+$2.3M
139,310
+62%
减持
SIBN
SI-BONE INC
-$2.1M
540,112
-38%
减持
CI
THE CIGNA GROUP
-$2.1M
110,712
-6%
增持
TXG
10X GENOMICS INC
+$1.8M
326,751
+41%
增持
DHR
DANAHER CORPORATION
+$1.5M
136,811
+10%
减持
EHC
ENCOMPASS HEALTH CORP
-$1.4M
131,741
-24%
减持
PFE
PFIZER INC
-$1.3M
70,915
-41%
增持
ABBV
ABBVIE INC
+$1.3M
159,661
+18%
减持
SPY
SPDR S&P 500 ETF TR
-$1.3M
3,100
-45%
清仓
RDY
DR REDDYS LABS LTD
-$1.2M
0
-100%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$1.1M
630,697
-10%
减持
CDNA
CAREDX INC
-$1.1M
752,371
-15%
减持
RXRX
RECURSION PHARMACEUTICALS IN
-$1.0M
5,514
-97%
减持
EW
EDWARDS LIFESCIENCES CORP
-$913.6K
889,077
-9%
清仓
SNY
SANOFI
-$887.4K
0
-100%
减持
SYK
STRYKER CORPORATION
+$781.5K
535,089
-6%
增持
WAY
WAYSTAR HLDG CORP
+$759.7K
150,610
+4%
清仓
ZLAB
ZAI LAB LTD
-$722.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$693.5K
68,211
+2%
减持
MGNX
MACROGENICS INC
-$607.9K
9,919,992
-0%
减持
CAH
CARDINAL HEALTH INC
+$499.7K
20,012
-4%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$497.4K
20,906
+34%
减持
GILD
GILEAD SCIENCES INC
-$464.7K
51,416
-7%
建仓
NVO
NOVO-NORDISK A S
+$448.6K
6,500
清仓
PCVX
VAXCYTE INC
-$426.3K
0
-100%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$417.5K
41,738
-38%
减持
ZTS
ZOETIS INC
-$410.3K
657
-79%
减持
KRYS
KRYSTAL BIOTECH INC
-$306.0K
1,250
-53%
建仓
PLNT
PLANET FITNESS INC
+$294.4K
2,700
建仓
CAI
CARIS LIFE SCIENCES INC
+$267.2K
10,000
减持
—
ASTRAZENECA PLC
-$256.6K
38,400
-4%
增持
ONC
BEONE MEDICINES LTD
-$247.9K
38,698
+10%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$224.0K
19,472
+10%
建仓
—
METSERA INC
+$221.9K
7,800
减持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$221.8K
24,008
-33%
减持
PHR
PHREESIA INC
-$165.6K
332,016
-12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$161.7K
37,177
+45%
减持
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$149.1K
191,706
-21%
减持
TVTX
TRAVERE THERAPEUTICS INC
-$143.1K
18,303
-21%
增持
BRBR
BELLRING BRANDS INC
+$98.5K
3,500
+150%
增持
GOOGL
ALPHABET INC
+$85.4K
1,450
+32%
增持
AMZN
AMAZON COM INC
+$81.1K
1,150
+28%
减持
—
OCULIS HOLDING AG
-$80.0K
9,700
-31%
减持
CVS
CVS HEALTH CORP
-$75.4K
30,096
-5%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$74.0K
20,555
-6%
减持
—
MERUS N V
+$71.7K
7,765
-3%
减持
LEGN
LEGEND BIOTECH CORP
-$61.9K
85,438
-6%
减持
MLYS
MINERALYS THERAPEUTICS INC
-$51.5K
15,556
-6%
减持
—
UNIQURE NV
+$34.9K
19,610
-13%
