13F 机构持仓

Bellevue Group AG

ZURICH V8 · SEC CIK 0001674546

2026Q22026Q1 更早 9 个季度 🔒
$42.02亿2026Q1 申报市值
155持仓数
41.9%前十大占比 · 第一大 7.2%
19 / 38新建仓 / 清仓
申报市值走势$47.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VRTX 7.2%
ARGX 5.4%
REGN 5.1%
SRRK 4.2%
GILD 3.9%
RVMD 3.6%
IONS 3.2%
ISRG 3.1%
VRDN 3.1%
KRYS 3.0%

2026Q1 买入最多 按季末市值估算

REGN 加仓+$2.05亿
GILD 加仓+$1.56亿
CRINETICS PHARMA 加仓+$1.19亿
AMGN 加仓+$9,741.64万
ELVN 新建仓+$9,097.80万

2026Q1 卖出最多 按季末市值估算

RVMD 减仓-$3.37亿
IONS 减仓-$2.24亿
NBIX 减仓-$2.24亿
AVIDITY BIOSCIEN 清仓-$1.90亿
AMICUS THERAPEUT 清仓-$1.53亿

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— AVIDITY BIOSCIENCES INC $00.00%0 -2,630,969-100.0% -$1.90亿 清仓
— AMICUS THERAPEUTICS INC $00.00%0 -10,735,195-100.0% -$1.53亿 清仓
MAZE MAZE THERAPEUTICS INC $00.00%0 -887,708-100.0% -$3,677.77万 清仓
CDNA CAREDX INC $00.00%0 -431,070-100.0% -$812.14万 清仓
MOH MOLINA HEALTHCARE INC $00.00%0 —— — 申报中断
ICLR ICON PLC $00.00%0 -24,560-100.0% -$447.53万 清仓
BMRN BIOMARIN PHARMACEUTICAL INC $00.00%0 -65,008-100.0% -$386.34万 清仓
BTSG BRIGHTSPRING HEALTH SVCS INC $00.00%0 -92,095-100.0% -$344.90万 清仓
NEO NEOGENOMICS INC $00.00%0 -278,286-100.0% -$327.26万 清仓
AVTR AVANTOR INC $00.00%0 -276,266-100.0% -$316.60万 清仓
BEAM BEAM THERAPEUTICS INC $00.00%0 -111,510-100.0% -$309.11万 清仓
AZN ASTRAZENECA PLC $00.00%0 -15,216-100.0% -$279.75万 清仓
VKTX VIKING THERAPEUTICS INC $00.00%0 -68,665-100.0% -$241.56万 清仓
ROIV ROIVANT SCIENCES LTD $00.00%0 -108,039-100.0% -$234.44万 清仓
BKD BROOKDALE SR LIVING INC $00.00%0 -167,444-100.0% -$180.67万 清仓
SIBN SI-BONE INC $00.00%0 -90,331-100.0% -$178.13万 清仓
— EXACT SCIENCES CORP $00.00%0 -16,062-100.0% -$163.13万 清仓
CMPS COMPASS PATHWAYS PLC $00.00%0 -142,243-100.0% -$98.15万 清仓
ANET ARISTA NETWORKS INC $00.00%0 -4,800-100.0% -$62.89万 清仓
IWM ISHARES TR $00.00%0 -2,300-100.0% -$56.62万 清仓
META META PLATFORMS INC $00.00%0 -800-100.0% -$52.81万 清仓
DOCS DOXIMITY INC $00.00%0 -11,817-100.0% -$52.33万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -2,240-100.0% -$46.55万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -2,500-100.0% -$44.44万 清仓
CORT CORCEPT THERAPEUTICS INC $00.00%0 -10,495-100.0% -$36.52万 清仓
PLNT PLANET FITNESS INC $00.00%0 -3,173-100.0% -$34.42万 清仓
EXEL EXELIXIS INC $00.00%0 -7,361-100.0% -$32.26万 清仓
GH GUARDANT HEALTH INC $00.00%0 -3,004-100.0% -$30.68万 清仓
SNY SANOFI SA $00.00%0 -5,851-100.0% -$28.35万 清仓
MRNA MODERNA INC $00.00%0 -7,711-100.0% -$22.74万 清仓
IDYA IDEAYA BIOSCIENCES INC $00.00%0 -4,942-100.0% -$17.08万 清仓
CGON CG ONCOLOGY INC $00.00%0 —— — 申报中断
QURE UNIQURE NV $00.00%0 -4,763-100.0% -$11.40万 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -4,210-100.0% -$10.58万 清仓
AMRX AMNEAL PHARMACEUTICALS INC $00.00%0 -7,913-100.0% -$9.97万 清仓
TRVI TREVI THERAPEUTICS INC $00.00%0 -7,603-100.0% -$9.52万 清仓
GMAB GENMAB A/S $00.00%0 -3,009-100.0% -$9.27万 清仓
TYRA TYRA BIOSCIENCES INC $00.00%0 -3,143-100.0% -$8.26万 清仓
ORIC ORIC PHARMACEUTICALS INC $00.00%0 -9,706-100.0% -$7.94万 清仓
NTLA INTELLIA THERAPEUTICS INC $00.00%0 -2,978-100.0% -$2.68万 清仓
QGEN QIAGEN NV $9,7300.00%243 243— $9,730 新建仓
RXRX RECURSION PHARMACEUTICALS IN $1.42万0.00%4,627 -294-6.0% -$903 减仓
QCOM QUALCOMM INC $2.54万0.00%197 -12-5.7% -$1,545 减仓
DGX QUEST DIAGNOSTICS INC $2.57万0.00%131 -7,149-98.2% -$140.10万 减仓
ORCL ORACLE CORP $2.81万0.00%191 -12-5.9% -$1,765 减仓
WVE WAVE LIFE SCIENCES LTD $3.81万0.00%5,261 -1,485,257-99.6% -$1,076.80万 减仓
MTD METTLER TOLEDO INTERNATIONAL $4.54万0.00%36 -2-5.3% -$2,522 减仓
INCY INCYTE CORP $4.57万0.00%486 -4,287-89.8% -$40.35万 减仓
BBOT BRIDGEBIO ONCOLOGY THERAPEUT $6.25万0.00%6,982 6,982— $6.25万 新建仓
ZTS ZOETIS INC $6.30万0.00%533 -196-26.9% -$2.32万 减仓
MSFT MICROSOFT CORP $6.37万0.00%172 -1,110-86.6% -$41.09万 减仓
NVDA NVIDIA CORPORATION $7.12万0.00%408 -3,525-89.6% -$61.48万 减仓
LH LABCORP HOLDINGS INC $7.47万0.00%280 -5,389-95.1% -$143.78万 减仓
A AGILENT TECHNOLOGIES INC $7.57万0.00%664 31489.7% $3.58万 加仓
RYTM RHYTHM PHARMACEUTICALS INC $8.84万0.00%1,016 -6,488-86.5% -$56.43万 减仓
GOOGL ALPHABET INC $9.03万0.00%314 -1,752-84.8% -$50.38万 减仓
ARWR ARROWHEAD PHARMACEUTICALS IN $9.69万0.00%1,545 -10,005-86.6% -$62.73万 减仓
CAI CARIS LIFE SCIENCES INC $11.48万0.00%6,418 00.0% — 不变
ABVX ABIVAX SA $11.67万0.00%1,048 1,048— $11.67万 新建仓
ASND ASCENDIS PHARMA A/S $12.26万0.00%536 -23,794-97.8% -$544.24万 减仓
IQV IQVIA HLDGS INC $12.62万0.00%740 -40,527-98.2% -$691.15万 减仓
PTCT PTC THERAPEUTICS INC $13.18万0.00%1,935 -4,828-71.4% -$32.89万 减仓
CAH CARDINAL HEALTH INC $18.24万0.00%863 -6,806-88.7% -$143.82万 减仓
TEM TEMPUS AI INC $22.38万0.01%4,950 1743.6% $7,868 加仓
CRSP CRISPR THERAPEUTICS AG $23.86万0.01%5,016 3,136166.8% $14.92万 加仓
OLMA OLEMA PHARMACEUTICALS INC $24.52万0.01%16,443 12,541321.4% $18.70万 加仓
HALO HALOZYME THERAPEUTICS INC $24.93万0.01%3,857 3,857— $24.93万 新建仓
TVTX TRAVERE THERAPEUTICS INC $26.44万0.01%8,899 5,072132.5% $15.07万 加仓
AMZN AMAZON COM INC $28.18万0.01%1,353 -2,188-61.8% -$45.57万 减仓
ADBE ADOBE INC $29.17万0.01%1,200 00.0% — 不变
ACN ACCENTURE PLC IRELAND $29.74万0.01%1,500 00.0% — 不变
SMMT SUMMIT THERAPEUTICS INC $30.07万0.01%15,858 1,59611.2% $3.03万 加仓
GRMN GARMIN LTD $30.65万0.01%1,321 -405-23.5% -$9.40万 减仓
ALKS ALKERMES PLC $31.36万0.01%8,870 2,27634.5% $8.05万 加仓
JD JD.COM INC $32.53万0.01%11,000 00.0% — 不变
GPCR STRUCTURE THERAPEUTICS INC $32.79万0.01%6,803 -138,364-95.3% -$666.92万 减仓
DNLI DENALI THERAPEUTICS INC $34.11万0.01%17,766 10,628148.9% $20.41万 加仓
— CENTESSA PHARMACEUTICALS PLC $35.87万0.01%9,030 9,030— $35.87万 新建仓
V VISA INC $42.31万0.01%1,400 00.0% — 不变
BLK BLACKROCK INC $43.28万0.01%450 00.0% — 不变
AGMB AGOMAB THERAPEUTICS NV $52.45万0.01%50,000 50,000— $52.45万 新建仓
GDX VANECK ETF TRUST $52.77万0.01%5,750 -9,750-62.9% -$89.48万 减仓
AXSM AXSOME THERAPEUTICS INC. $53.77万0.01%3,181 -24,419-88.5% -$412.73万 减仓
COR CENCORA INC $53.91万0.01%1,716 1,195229.4% $37.54万 加仓
MA MASTERCARD INCORPORATED $54.96万0.01%1,100 00.0% — 不变
PG PROCTER & GAMBLE CO $56.33万0.01%3,900 00.0% — 不变
PRAX PRAXIS PRECISION MEDICINES I $56.61万0.01%1,757 1,757— $56.61万 新建仓
CERT CERTARA INC $56.68万0.01%99,442 00.0% — 不变
CYTK CYTOKINETICS INC $58.27万0.01%8,841 -384-4.2% -$2.53万 减仓
BABA ALIBABA GROUP HLDG LTD $58.97万0.01%4,700 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $61.21万0.01%4,646 -1,698,658-99.7% -$2.24亿 减仓
CSCO CISCO SYS INC $62.07万0.01%8,000 00.0% — 不变
LEGN LEGEND BIOTECH CORP $64.92万0.02%35,886 -28,085-43.9% -$50.81万 减仓
BIIB BIOGEN INC $66.97万0.02%3,653 882.5% $1.61万 加仓
BBNX BETA BIONICS INC $72.30万0.02%72,152 -133-0.2% -$1,333 减仓
SHEL SHELL PLC $72.95万0.02%7,844 7,844— $72.95万 新建仓
BP BP PLC $73.53万0.02%15,644 15,644— $73.53万 新建仓
— EXXON MOBIL CORP $74.14万0.02%4,370 4,370— $74.14万 新建仓
EQNR EQUINOR ASA $74.16万0.02%17,573 17,573— $74.16万 新建仓
MLYS MINERALYS THERAPEUTICS INC $79.57万0.02%29,374 9,54848.2% $25.87万 加仓