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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 29
增持 46
减持 67
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
—
AMICUS THERAPEUTICS INC
+$152.9M
10,735,195
清仓
AGIO
AGIOS PHARMACEUTICALS INC
-$149.1M
0
-100%
减持
RVMD
REVOLUTION MEDICINES INC
+$138.4M
5,005,719
-10%
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
VRDN
VIRIDIAN THERAPEUTICS INC
+$135.6M
4,358,527
减持
INCY
INCYTE CORP
-$121.7M
4,773
-100%
清仓
—
AKERO THERAPEUTICS INC
-$113.4M
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$110.7M
681,120
+35%
建仓
NUVL
NUVALENT INC
+$104.4M
1,037,468
增持
KRYS
KRYSTAL BIOTECH INC
+$100.9M
410,323
+31175%
增持
—
AVIDITY BIOSCIENCES INC
+$96.0M
2,630,969
+22%
建仓
VERA
VERA THERAPEUTICS INC
+$86.0M
1,698,152
减持
BEAM
BEAM THERAPEUTICS INC
-$67.0M
111,510
-96%
增持
SRRK
SCHOLAR ROCK HLDG CORP
+$57.9M
4,056,592
+25%
建仓
JBIO
JADE BIOSCIENCES INC
+$51.6M
3,341,103
清仓
—
BIOHAVEN LTD
-$42.1M
0
-100%
减持
SYK
STRYKER CORPORATION
-$40.0M
360,577
-20%
建仓
MAZE
MAZE THERAPEUTICS INC
+$36.8M
887,708
建仓
TNGX
TANGO THERAPEUTICS INC
+$34.8M
3,927,670
减持
ABT
ABBOTT LABS
-$33.0M
1,316,915
-11%
减持
IONS
IONIS PHARMACEUTICALS INC
-$28.6M
4,802,199
-23%
减持
RLAY
RELAY THERAPEUTICS INC
+$27.0M
8,345,364
-0%
减持
ISRG
INTUITIVE SURGICAL INC
+$26.5M
322,028
-8%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$26.3M
445,903
-0%
增持
GKOS
GLAUKOS CORP
+$25.0M
261,935
+368%
增持
EW
EDWARDS LIFESCIENCES CORP
+$19.2M
1,043,096
+16%
清仓
—
HOLOGIC INC
-$16.7M
0
-100%
清仓
MGNX
MACROGENICS INC
-$16.7M
0
-100%
增持
IDXX
IDEXX LABS INC
+$15.0M
94,539
+23%
减持
ARGX
ARGENX SE
-$14.6M
461,854
-15%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$13.8M
65,077
-39%
减持
EHC
ENCOMPASS HEALTH CORP
-$13.6M
19,089
-84%
减持
BSX
BOSTON SCIENTIFIC CORP
-$13.3M
1,559,606
-6%
减持
PODD
INSULET CORP
-$12.4M
186,699
-12%
增持
JNJ
JOHNSON & JOHNSON
+$12.4M
126,800
+70%
减持
EXAS
EXACT SCIENCES CORP
-$12.2M
16,062
-94%
增持
DHR
DANAHER CORPORATION
+$12.1M
194,633
+19%
减持
VEEV
VEEVA SYS INC
-$11.1M
80,529
-17%
减持
ONC
BEONE MEDICINES LTD
-$10.9M
1,890
-94%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$9.5M
69,645
-34%
减持
MOH
MOLINA HEALTHCARE INC
-$9.3M
46,626
-49%
减持
ABBV
ABBVIE INC
-$8.7M
134,859
-21%
减持
MCK
MCKESSON CORP
-$8.7M
25,098
-34%
减持
HCA
HCA HEALTHCARE INC
-$7.5M
43,906
-33%
减持
EWTX
EDGEWISE THERAPEUTICS INC
-$7.1M
1,528,518
-45%
增持
MRK
MERCK & CO INC
+$6.8M
92,117
+165%
减持
RMD
RESMED INC
-$6.3M
161,214
-2%
增持
CLDX
CELLDEX THERAPEUTICS INC NEW
+$6.2M
3,617,669
+2%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$6.0M
448,163
-33%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$5.9M
1,703,304
-3%
减持
LLY
ELI LILLY & CO
+$5.6M
34,003
-16%
减持
DGX
QUEST DIAGNOSTICS INC
-$5.0M
7,280
-78%
减持
CI
THE CIGNA GROUP
-$5.0M
110,013
-10%
建仓
MDLN
MEDLINE INC
+$4.9M
117,720
增持
INSP
INSPIRE MED SYS INC
+$4.9M
100,761
+72%
减持
PEN
PENUMBRA INC
+$4.9M
135,395
-8%
增持
CVS
CVS HEALTH CORP
+$4.8M
109,058
+113%
减持
—
WAVE LIFE SCIENCES LTD
-$4.6M
1,490,518
-64%
减持
PHR
PHREESIA INC
-$4.3M
183,213
-41%
减持
GMED
GLOBUS MED INC
+$4.2M
262,683
-20%
减持
BDX
BECTON DICKINSON & CO
-$4.0M
265,662
-11%
减持
ALGN
ALIGN TECHNOLOGY INC
+$4.0M
141,474
-2%
减持
COO
COOPER COS INC
+$3.9M
291,959
-0%
减持
—
STERIS PLC
-$3.4M
101,705
-14%
增持
DXCM
DEXCOM INC
+$3.3M
847,405
+8%
增持
WAY
WAYSTAR HLDG CORP
+$3.0M
241,734
+86%
减持
LH
LABCORP HOLDINGS INC
-$2.9M
5,669
-62%
减持
OMDA
OMADA HEALTH INC
-$2.8M
177,897
-29%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$2.7M
238,680
-3%
减持
SIBN
SI-BONE INC
-$2.6M
90,331
-70%
建仓
—
ROIVANT SCIENCES LTD
+$2.3M
108,039
增持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
+$2.3M
298,090
+77%
减持
REGN
REGENERON PHARMACEUTICALS
+$2.3M
13,928
-7%
减持
BTSG
BRIGHTSPRING HEALTH SVCS INC
-$2.2M
92,095
-52%
减持
NTRA
NATERA INC
-$1.9M
56,036
-39%
增持
AVTR
AVANTOR INC
+$1.9M
276,266
+167%
增持
AMGN
AMGEN INC
+$1.8M
18,489
+23%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$1.7M
327,863
-23%
增持
—
MASIMO CORP
-$1.7M
97,285
+0%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$1.6M
65,008
-36%
增持
TXG
10X GENOMICS INC
+$1.6M
322,060
+3%
清仓
BAX
BAXTER INTL INC
-$1.6M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
67,082
+41%
减持
LEGN
LEGEND BIOTECH CORP
-$1.4M
63,971
-25%
减持
COR
CENCORA INC
-$1.3M
521
-89%
减持
AXSM
AXSOME THERAPEUTICS INC
-$1.3M
27,600
-47%
增持
—
MEDTRONIC PLC
+$1.3M
766,592
+1%
减持
GPCR
STRUCTURE THERAPEUTICS INC
+$1.3M
145,167
-54%
减持
TMDX
TRANSMEDICS GROUP INC
-$1.2M
97,885
-16%
减持
CNC
CENTENE CORP DEL
+$1.2M
273,674
-3%
减持
HUM
HUMANA INC
-$1.1M
73,081
-4%
增持
PFE
PFIZER INC
+$1.1M
56,847
+381%
建仓
CMPS
COMPASS PATHWAYS PLC
+$981.5K
142,243
减持
CAH
CARDINAL HEALTH INC
-$977.4K
7,669
-53%
增持
GILD
GILEAD SCIENCES INC
+$936.7K
52,752
+6%
增持
BBNX
BETA BIONICS INC
+$925.2K
72,285
+12%
增持
BKD
BROOKDALE SR LIVING INC
+$920.2K
167,444
+60%
增持
UNH
UNITEDHEALTH GROUP INC
-$895.6K
175,169
+3%
建仓
BLLN
BILLIONTOONE INC
+$866.6K
10,589
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$859.1K
36,336
+149%
增持
BNTX
BIONTECH SE
+$816.8K
43,755
+29%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$791.1K
3,895
+48%
增持
BBIO
BRIDGEBIO PHARMA INC
+$787.0K
24,111
+18%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
+$766.8K
11,550
减持
ILMN
ILLUMINA INC
+$748.8K
22,940
-4%
减持
IQV
IQVIA HLDGS INC
-$745.5K
41,267
-22%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$688.9K
4,700
建仓
ANET
ARISTA NETWORKS INC
+$628.9K
4,800
建仓
MA
MASTERCARD INCORPORATED
+$628.0K
1,100
建仓
CSCO
CISCO SYS INC
+$616.2K
8,000
增持
NVDA
NVIDIA CORPORATION
+$602.5K
3,933
+460%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$581.9K
2,884
+21%
建仓
PG
PROCTER AND GAMBLE CO
+$558.9K
3,900
增持
MSFT
MICROSOFT CORP
+$514.9K
1,282
+532%
减持
INSM
INSMED INC
-$494.6K
13,915
-31%
增持
AAPL
APPLE INC
+$492.9K
3,320
+106%
建仓
V
VISA INC
+$491.0K
1,400
建仓
BLK
BLACKROCK INC
+$481.7K
450
增持
CYTK
CYTOKINETICS INC
+$470.7K
9,225
+339%
建仓
LULU
LULULEMON ATHLETICA INC
+$465.5K
2,240
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$444.4K
2,500
建仓
ADBE
ADOBE INC
+$420.0K
1,200
增持
AMZN
AMAZON COM INC
+$419.5K
3,541
+95%
减持
VKTX
VIKING THERAPEUTICS INC
+$416.2K
68,665
-10%
减持
NEO
NEOGENOMICS INC
+$414.7K
278,286
-25%
建仓
—
ACCENTURE PLC IRELAND
+$402.4K
1,500
增持
GOOGL
ALPHABET INC
+$383.6K
2,066
+91%
增持
PTCT
PTC THERAPEUTICS INC
+$358.5K
6,763
+167%
增持
PRCT
PROCEPT BIOROBOTICS CORP
-$323.5K
515,430
+11%
建仓
JD
JD.COM INC
+$315.7K
11,000
减持
MLYS
MINERALYS THERAPEUTICS INC
-$289.4K
19,826
-25%
清仓
BIDU
BAIDU INC
-$263.5K
0
-100%
增持
CORT
CORCEPT THERAPEUTICS INC
+$263.3K
10,495
+755%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$251.3K
0
-100%
减持
—
ASCENDIS PHARMA A/S
+$237.2K
24,330
-2%
增持
META
META PLATFORMS INC
+$234.3K
800
+100%
增持
—
ICON PLC
+$232.1K
24,560
+1%
减持
CDNA
CAREDX INC
-$209.4K
431,070
-25%
减持
THC
TENET HEALTHCARE CORP
-$200.8K
40,239
-0%
建仓
CRNX
CRINETICS PHARMACEUTICALS IN
+$188.1K
4,040
增持
DOCS
DOXIMITY INC
-$185.8K
11,817
+22%
增持
GH
GUARDANT HEALTH INC
+$184.8K
3,004
+54%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$170.8K
4,942
减持
—
GARMIN LTD
-$150.0K
1,726
-15%
增持
CERT
CERTARA INC
+$149.6K
99,442
+67%
建仓
TVTX
TRAVERE THERAPEUTICS INC
+$146.2K
3,827
减持
SMMT
SUMMIT THERAPEUTICS INC
-$142.7K
14,262
-25%
减持
SNY
SANOFI SA
-$134.7K
5,851
-34%
建仓
CGON
CG ONCOLOGY INC
+$128.5K
3,095
减持
TEM
TEMPUS AI INC
-$122.6K
4,776
-5%
建仓
DNLI
DENALI THERAPEUTICS INC
+$117.8K
7,138
