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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 25
减持 78
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
RVMD
REVOLUTION MEDICINES INC
-$248.5M
1,544,456
-69%
减持
IONS
IONIS PHARMACEUTICALS INC
-$243.3M
1,818,665
-62%
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$241.0M
4,646
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。
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$204.6M
278,674
+1901%
清仓
—
AVIDITY BIOSCIENCES INC
-$189.8M
0
-100%
减持
ARGX
ARGENX SE
-$159.8M
313,000
-32%
增持
GILD
GILEAD SCIENCES INC
+$156.6M
1,169,879
+2118%
清仓
—
AMICUS THERAPEUTICS INC
-$152.9M
0
-100%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$118.9M
3,280,000
+81088%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$99.7M
234,543
-47%
增持
AMGN
AMGEN INC
+$97.9M
295,358
+1497%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$91.0M
2,320,867
建仓
PCVX
VAXCYTE INC
+$69.2M
1,190,697
减持
CLDX
CELLDEX THERAPEUTICS INC NEW
-$60.2M
1,200,000
-67%
建仓
DMRA
DAMORA THERAPEUTICS INC
+$59.5M
2,298,000
减持
BSX
BOSTON SCIENTIFIC CORP
-$56.7M
1,466,894
-6%
减持
SYK
STRYKER CORPORATION
-$55.4M
217,237
-40%
减持
ISRG
INTUITIVE SURGICAL INC
-$50.2M
286,654
-11%
增持
RARE
ULTRAGENYX PHARMACEUTICAL IN
+$49.8M
2,380,000
+92148%
减持
ABT
ABBOTT LABORATORIES
-$46.8M
1,151,635
-13%
减持
PEN
PENUMBRA INC
-$38.1M
12,267
-91%
清仓
MAZE
MAZE THERAPEUTICS INC
-$36.8M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$32.4M
121,887
-54%
建仓
IRON
DISC MEDICINE INC
+$29.4M
459,314
减持
—
WAVE LIFE SCIENCES LTD
-$25.3M
5,261
-100%
建仓
ORKA
ORUKA THERAPEUTICS INC
+$24.9M
507,008
增持
KRYS
KRYSTAL BIOTECH INC
+$23.3M
481,785
+17%
减持
EW
EDWARDS LIFESCIENCES CORP
-$21.7M
839,451
-20%
建仓
GLUE
MONTE ROSA THERAPEUTICS INC
+$20.6M
1,250,000
减持
PODD
INSULET CORP
-$18.7M
163,656
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$17.7M
148,203
-15%
增持
VERA
VERA THERAPEUTICS INC
-$17.2M
1,710,771
+1%
减持
TNGX
TANGO THERAPEUTICS INC
+$15.4M
2,400,000
-39%
增持
MRK
MERCK & CO INC
+$15.2M
206,591
+124%
减持
GKOS
GLAUKOS CORP
-$13.9M
145,703
-44%
减持
IDXX
IDEXX LABS INC
-$13.9M
89,131
-6%
建仓
—
LIVANOVA PLC
+$11.8M
186,185
减持
—
MASIMO CORP
-$11.1M
8,753
-91%
减持
ABBV
ABBVIE INC
-$10.5M
93,567
-31%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$9.8M
6,803
-95%
增持
—
MEDTRONIC PLC
+$9.3M
957,329
+25%
减持
IQV
IQVIA HLDGS INC
-$9.2M
740
-98%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$9.0M
52,518
-25%
清仓
CDNA
CAREDX INC
-$8.1M
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$8.1M
0
-100%
减持
VEEV
VEEVA SYS INC
-$8.0M
56,517
-30%
减持
HUM
HUMANA INC
-$7.5M
64,498
-12%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$7.4M
155,571
-35%
减持
RLAY
RELAY THERAPEUTICS INC
+$7.0M
7,795,242
-7%
减持
DXCM
DEXCOM INC
-$6.7M
788,766
-7%
减持
NTRA
NATERA INC
-$6.5M
31,694
-43%
增持
DHR
DANAHER CORP DEL
-$6.2M
202,164
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.0M
64,412
-1%
减持
PRVA
PRIVIA HEALTH GROUP INC
-$6.0M
226,703
-49%
减持
LLY
ELI LILLY & CO
-$5.3M
33,932
-0%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$5.1M
416,887
-2%
减持
—
ASCENDIS PHARMA A/S
-$5.1M
536
-98%
减持
AXSM
AXSOME THERAPEUTICS INC.
-$4.5M
3,181
-88%
清仓
—
ICON PLC
-$4.5M
0
-100%
减持
COO
COOPER COS INC
-$4.5M
272,184
-7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.3M
681,908
+0%
减持
INSP
INSPIRE MED SYS INC
-$4.1M
99,735
-1%
增持
VRDN
VIRIDIAN THERAPEUTICS INC
-$4.1M
6,726,144
+54%
减持
CI
THE CIGNA GROUP
-$4.1M
98,263
-11%
清仓
BMRN
BIOMARIN PHARMACEUTICAL INC
-$3.9M
0
-100%
减持
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$3.8M
76,181
-74%
减持
—
STERIS PLC
-$3.7M
99,878
-2%
减持
PRCT
PROCEPT BIOROBOTICS CORP
-$3.7M
502,286
-3%
增持
NUVL
NUVALENT INC
+$3.5M
1,053,268
+2%
建仓
RNA
ATRIUM THERAPEUTICS INC
+$3.5M
263,096
清仓
BTSG
BRIGHTSPRING HEALTH SVCS INC
-$3.4M
0
-100%
清仓
NEO
NEOGENOMICS INC
-$3.3M
0
-100%
清仓
AVTR
AVANTOR INC
-$3.2M
0
-100%
清仓
BEAM
BEAM THERAPEUTICS INC
-$3.1M
0
-100%
减持
RMD
RESMED INC
-$3.1M
159,346
-1%
减持
JNJ
JOHNSON & JOHNSON
+$2.9M
119,102
-6%
清仓
—
ASTRAZENECA PLC
-$2.8M
0
-100%
减持
CNC
CENTENE CORP DEL
-$2.7M
261,066
-5%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$2.7M
250,082
-24%
减持
HCA
HCA HEALTHCARE INC
-$2.6M
37,765
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.6M
17,038
-75%
减持
SRRK
SCHOLAR ROCK HLDG CORP
-$2.5M
3,584,573
-12%
清仓
VKTX
VIKING THERAPEUTICS INC
-$2.4M
0
-100%
增持
JBIO
JADE BIOSCIENCES INC
-$2.4M
3,501,502
+5%
清仓
—
ROIVANT SCIENCES LTD
-$2.3M
0
-100%
减持
BNTX
BIONTECH SE
-$2.3M
20,851
-52%
减持
CVS
CVS HEALTH CORP
-$2.2M
89,363
-18%
减持
PHR
PHREESIA INC
-$2.0M
130,992
-29%
减持
ALGN
ALIGN TECHNOLOGY INC
+$1.9M
139,680
-1%
增持
TMDX
TRANSMEDICS GROUP INC
-$1.9M
101,139
+3%
清仓
BKD
BROOKDALE SR LIVING INC
-$1.8M
0
-100%
清仓
SIBN
SI-BONE INC
-$1.8M
0
-100%
增持
TXG
10X GENOMICS INC
+$1.7M
329,492
+2%
增持
WAY
WAYSTAR HLDG CORP
-$1.7M
256,139
+6%
清仓
EXAS
EXACT SCIENCES CORP
-$1.6M
0
-100%
减持
GMED
GLOBUS MED INC
-$1.6M
247,261
-6%
增持
PFE
PFIZER INC
+$1.6M
107,635
+89%
减持
BBNX
BETA BIONICS INC
-$1.5M
72,152
-0%
减持
CAH
CARDINAL HEALTH INC
-$1.4M
863
-89%
减持
LH
LABCORP HOLDINGS INC
-$1.3M
280
-95%
增持
—
ROYALTY PHARMA PLC
+$1.3M
38,296
+190%
减持
MCK
MCKESSON CORP
-$1.2M
22,352
-11%
减持
DGX
QUEST DIAGNOSTICS INC
-$1.2M
131
-98%
增持
MDLN
MEDLINE INC
+$1.1M
136,635
+16%
减持
EHC
ENCOMPASS HEALTH CORP
-$1.1M
9,829
-49%
清仓
CMPS
COMPASS PATHWAYS PLC
-$981.5K
0
-100%
减持
OMDA
OMADA HEALTH INC
-$821.9K
157,938
-11%
减持
GDX
VANECK ETF TRUST
-$801.8K
5,750
-63%
减持
INSM
INSMED INC
-$781.0K
10,034
-28%
减持
THC
TENET HEALTHCARE CORP
-$774.6K
38,269
-5%
减持
—
KESTRA MED TECHNOLOGIES LTD
-$766.1K
115,590
-0%
建仓
EQNR
EQUINOR ASA
+$741.6K
17,573
减持
LEGN
LEGEND BIOTECH CORP
-$741.6K
35,886
-44%
建仓
—
EXXON MOBIL CORP
+$741.4K
4,370
建仓
BP
BP PLC
+$735.3K
15,644
建仓
SHEL
SHELL PLC
+$729.5K
7,844
减持
RYTM
RHYTHM PHARMACEUTICALS INC
-$714.9K
1,016
-86%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$669.9K
1,545
-87%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$666.2K
2,077
-47%
减持
NVDA
NVIDIA CORPORATION
-$662.4K
408
-90%
清仓
ANET
ARISTA NETWORKS INC
-$628.9K
0
-100%
清仓
IWM
ISHARES TR
-$566.2K
0
-100%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$566.1K
1,757
增持
ONC
BEONE MEDICINES LTD
+$557.8K
3,812
+102%
减持
GOOGL
ALPHABET INC
-$556.4K
314
-85%
减持
MSFT
MICROSOFT CORP
-$556.3K
172
-87%
减持
AMZN
AMAZON COM INC
-$535.5K
1,353
-62%
清仓
META
META PLATFORMS INC
-$528.1K
0
-100%
建仓
AGMB
AGOMAB THERAPEUTICS NV
+$524.5K
50,000
清仓
DOCS
DOXIMITY INC
-$523.3K
0
-100%
减持
ILMN
ILLUMINA INC
-$516.1K
20,223
-12%
清仓
LULU
LULULEMON ATHLETICA INC
-$465.5K
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$444.4K
0
-100%
减持
INCY
INCYTE CORP
-$425.7K
486
-90%
减持
—
NEWAMSTERDAM PHARMA COMPANY
-$389.2K
27,661
-24%
减持
PTCT
PTC THERAPEUTICS INC
-$381.9K
1,935
-71%
清仓
CORT
CORCEPT THERAPEUTICS INC
-$365.2K
0
-100%
增持
COR
CENCORA INC
+$363.1K
1,716
+229%
建仓
—
CENTESSA PHARMACEUTICALS PLC
+$358.7K
9,030
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$358.0K
2,700
-13%
清仓
PLNT
PLANET FITNESS INC
-$344.2K
0
-100%
清仓
EXEL
EXELIXIS INC
-$322.6K
0
-100%
清仓
GH
GUARDANT HEALTH INC
-$306.8K
0
-100%
清仓
SNY
SANOFI SA
-$283.5K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$249.3K
3,857
清仓
MRNA
MODERNA INC
-$227.4K
0
-100%
增持
DNLI
DENALI THERAPEUTICS INC
+$223.3K
17,766
+149%
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$170.8K
0
-100%
增持
OLMA
OLEMA PHARMACEUTICALS INC
+$147.6K
16,443
+321%
增持
—
CRISPR THERAPEUTICS AG
+$140.0K
5,016
+167%
