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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 143 项
建仓 17
增持 40
减持 75
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IONS
IONIS PHARMACEUTICALS INC
+$98.2M
6,244,451
-20%
建仓
—
AVIDITY BIOSCIENCES INC
+$93.8M
2,152,862
增持
RVMD
REVOLUTION MEDICINES INC
+$91.8M
5,573,838
+22%
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
ARGX
ARGENX SE
+$88.2M
546,328
-4%
减持
ISRG
INTUITIVE SURGICAL INC
-$49.9M
348,626
-8%
减持
SYK
STRYKER CORPORATION
-$44.9M
451,096
-16%
清仓
—
BLUEPRINT MEDICINES CORP
-$36.5M
0
-100%
减持
MRNA
MODERNA INC
-$33.9M
9,341
-99%
增持
AGIO
AGIOS PHARMACEUTICALS INC
+$29.7M
3,714,736
+3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$27.5M
1,659,849
-6%
增持
IMCR
IMMUNOCORE HLDGS PLC
+$25.0M
2,796,803
+15%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$24.7M
3,557,669
+8%
减持
DXCM
DEXCOM INC
-$22.2M
786,118
-9%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
+$18.7M
1,763,105
-3%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$16.9M
446,524
-34%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$16.4M
3,244,537
+10%
减持
INCY
INCYTE CORP
+$15.2M
1,440,686
-8%
增持
RLAY
RELAY THERAPEUTICS INC
+$15.1M
8,345,610
+1%
减持
ABT
ABBOTT LABS
-$14.7M
1,478,563
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$14.3M
170,057
+20%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$11.6M
463,404
-5%
减持
ALGN
ALIGN TECHNOLOGY INC
-$10.4M
144,676
-4%
减持
NTRA
NATERA INC
-$10.1M
91,818
-38%
减持
HCA
HCA HEALTHCARE INC
-$10.0M
65,607
-34%
增持
ABBV
ABBVIE INC
+$9.9M
170,870
+7%
建仓
THC
TENET HEALTHCARE CORP
+$8.2M
40,372
减持
—
MEDTRONIC PLC
-$7.9M
759,861
-17%
增持
IDXX
IDEXX LABS INC
+$7.9M
76,587
+0%
增持
HUM
HUMANA INC
+$7.8M
76,310
+55%
增持
—
AKERO THERAPEUTICS INC
+$7.5M
2,389,314
+20%
减持
PEN
PENUMBRA INC
-$7.5M
146,895
-16%
清仓
BDTX
BLACK DIAMOND THERAPEUTICS I
-$6.8M
0
-100%
减持
CDNA
CAREDX INC
-$6.4M
572,956
-24%
减持
SIBN
SI-BONE INC
-$5.8M
298,857
-45%
减持
REGN
REGENERON PHARMACEUTICALS
-$5.6M
15,057
-44%
减持
INSP
INSPIRE MED SYS INC
-$5.5M
58,648
-22%
增持
DHR
DANAHER CORPORATION
+$5.5M
163,876
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.5M
106,185
-6%
减持
LH
LABCORP HOLDINGS INC
-$5.3M
15,065
-59%
减持
COO
COOPER COS INC
-$5.3M
292,265
-18%
减持
INSM
INSMED INC
-$5.3M
20,251
-75%
增持
IQV
IQVIA HLDGS INC
+$4.7M
52,898
+57%
增持
MOH
MOLINA HEALTHCARE INC
-$4.6M
90,985
+23%
减持
TMDX
TRANSMEDICS GROUP INC
-$4.4M
116,968
-10%
建仓
—
ICON PLC
+$4.2M
24,247
减持
NEO
NEOGENOMICS INC
-$3.8M
370,198
-59%
减持
VEEV
VEEVA SYS INC
-$3.6M
97,506
-14%
增持
JNJ
JOHNSON & JOHNSON
+$3.5M
74,807
+10%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$3.4M
463,063
-10%
减持
PODD
INSULET CORP
-$3.4M
212,005
-3%
减持
BAX
BAXTER INTL INC
-$3.1M
68,084
-55%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$2.9M
101,033
-33%
增持
—
STERIS PLC
+$2.8M
118,112
+7%
建仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$2.5M
168,476
减持
AMGN
AMGEN INC
-$2.5M
14,988
-38%
增持
CNC
CENTENE CORP DEL
+$2.5M
281,949
+102%
减持
DGX
QUEST DIAGNOSTICS INC
-$2.4M
33,015
-32%
减持
RMD
RESMED INC
+$2.3M
164,834
-1%
减持
ONC
BEONE MEDICINES LTD
+$2.1M
33,797
-13%
减持
PHR
PHREESIA INC
-$2.1M
313,057
-6%
增持
PRVA
PRIVIA HEALTH GROUP INC
+$2.1M
666,177
+6%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$2.0M
104,971
+28%
建仓
VKTX
VIKING THERAPEUTICS INC
+$2.0M
76,082
增持
CVS
CVS HEALTH CORP
+$1.8M
51,199
+70%
减持
GPCR
STRUCTURE THERAPEUTICS INC
+$1.6M
315,857
-9%
清仓
—
VERONA PHARMA PLC
-$1.5M
0
-100%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.5M
424,056
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
505,805
+15%
减持
PFE
PFIZER INC
-$1.4M
11,827
-83%
增持
CI
THE CIGNA GROUP
-$1.3M
122,486
+11%
建仓
AVTR
AVANTOR INC
+$1.3M
103,362
减持
EXAS
EXACT SCIENCES CORP
-$1.3M
252,701
-11%
减持
WAY
WAYSTAR HLDG CORP
-$1.2M
129,913
-14%
减持
BTSG
BRIGHTSPRING HEALTH SVCS INC
+$1.1M
190,524
-1%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.1M
2,640
减持
BDX
BECTON DICKINSON & CO
+$1.0M
296,894
-6%
增持
OMDA
OMADA HEALTH INC
+$992.1K
251,791
+1%
减持
LLY
ELI LILLY & CO
-$986.2K
40,514
-1%
减持
GMED
GLOBUS MED INC
-$894.8K
326,867
-2%
建仓
BKD
BROOKDALE SR LIVING INC
+$886.5K
104,665
减持
COR
CENCORA INC
-$874.0K
4,850
-39%
减持
—
KESTRA MED TECHNOLOGIES LTD
+$840.4K
128,711
-4%
减持
CAH
CARDINAL HEALTH INC
-$808.6K
16,268
-19%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$798.4K
26,605
+71%
增持
—
MASIMO CORP
-$777.2K
96,968
+8%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$764.7K
2,393
+118%
减持
DOCS
DOXIMITY INC
-$751.8K
9,693
-59%
增持
MRK
MERCK & CO INC
+$680.2K
34,739
+23%
增持
BBIO
BRIDGEBIO PHARMA INC
+$608.2K
20,356
+96%
增持
BIIB
BIOGEN INC
+$539.7K
4,213
+948%
减持
EHC
ENCOMPASS HEALTH CORP
-$537.3K
122,958
-7%
减持
SMMT
SUMMIT THERAPEUTICS INC
-$496.0K
18,982
-55%
减持
AXSM
AXSOME THERAPEUTICS INC
+$483.8K
52,335
-7%
建仓
—
ROYALTY PHARMA PLC
+$457.3K
12,961
清仓
NVO
NOVO-NORDISK A S
-$448.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$426.4K
47,613
+28%
建仓
SNY
SANOFI SA
+$418.2K
8,860
建仓
AAPL
APPLE INC
+$409.7K
1,609
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$406.8K
9,053
-57%
增持
TEM
TEMPUS AI INC
+$389.5K
5,013
+2015%
减持
BNTX
BIONTECH SE
-$382.0K
33,955
-3%
减持
ILMN
ILLUMINA INC
-$375.6K
23,797
-14%
清仓
ARQT
ARCUTIS BIOTHERAPEUTICS INC
-$336.6K
0
-100%
减持
—
MERUS N V
-$330.8K
825
-89%
减持
MCK
MCKESSON CORP
-$329.4K
37,957
-6%
增持
—
GARMIN LTD
+$322.7K
2,031
+139%
清仓
ADMA
ADMA BIOLOGICS INC
-$307.7K
0
-100%
减持
BBNX
BETA BIONICS INC
+$304.3K
64,283
-4%
建仓
META
META PLATFORMS INC
+$293.8K
400
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$291.0K
20,581
+6%
清仓
TVTX
TRAVERE THERAPEUTICS INC
-$270.9K
0
-100%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$266.0K
245,202
-8%
减持
LEGN
LEGEND BIOTECH CORP
-$261.1K
84,976
-1%
减持
CERT
CERTARA INC
-$229.9K
59,447
-27%
清仓
—
METSERA INC
-$221.9K
0
-100%
清仓
BRBR
BELLRING BRANDS INC
-$202.8K
0
-100%
建仓
—
ALKERMES PLC
+$197.8K
6,594
清仓
—
ARCELLX INC
-$197.6K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$196.4K
896,633
+1%
清仓
—
OCULIS HOLDING AG
-$188.3K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$162.4K
49,893
-3%
增持
PLNT
PLANET FITNESS INC
+$152.0K
4,301
+59%
增持
AMZN
AMAZON COM INC
+$145.6K
1,812
+58%
建仓
GH
GUARDANT HEALTH INC
+$122.0K
1,953
减持
TXG
10X GENOMICS INC
-$115.0K
313,836
-4%
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
+$109.7K
35,052
+1068%
建仓
CORT
CORCEPT THERAPEUTICS INC
+$102.0K
1,227
建仓
GMAB
GENMAB A/S
+$92.3K
3,009
建仓
AMRX
AMNEAL PHARMACEUTICALS INC
+$79.2K
7,913
减持
EXEL
EXELIXIS INC
-$70.6K
7,361
-13%
增持
KRYS
KRYSTAL BIOTECH INC
+$59.8K
1,312
+5%
减持
—
ASTRAZENECA PLC
+$51.2K
35,644
-7%
减持
GDX
VANECK ETF TRUST
+$49.4K
18,500
-29%
减持
—
NEWAMSTERDAM PHARMA COMPANY
+$43.3K
14,611
-29%
减持
PTCT
PTC THERAPEUTICS INC
-$30.3K
2,530
-33%
减持
ORCL
ORACLE CORP
-$25.7K
417
-36%
增持
ZTS
ZOETIS INC
+$25.1K
872
+33%
减持
CAI
CARIS LIFE SCIENCES INC
+$23.4K
9,605
-4%
减持
NVDA
NVIDIA CORPORATION
+$12.3K
702
-7%
减持
CYTK
CYTOKINETICS INC
-$8.2K
2,100
-44%
减持
GOOGL
ALPHABET INC
+$7.5K
1,082
-25%
减持
—
ASCENDIS PHARMA A/S
+$5.1K
24,903
-13%
减持
—
UNIQURE NV
+$4.7K
4,763
-76%
