13F 机构持仓

Bellevue Group AG

ZURICH V8 · SEC CIK 0001674546

2026Q22026Q1 更早 9 个季度 🔒
$47.53亿2026Q2 申报市值
148持仓数
42.9%前十大占比 · 第一大 6.5%
15 / 24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

AMGN 6.5%
VRTX 6.0%
ARGX 5.9%
GILD 5.7%
RVMD 4.1%
ORKA 3.3%
INSM 3.1%
SRRK 2.8%
NUVALENT INC 2.7%
VRDN 2.6%

2026Q2 买入最多 按季末市值估算

AMGN 加仓+$2.01亿
INSM 加仓+$1.47亿
GILD 加仓+$1.25亿
ORKA 加仓+$1.09亿
UTHR 加仓+$1.01亿

2026Q2 卖出最多 按季末市值估算

KRYS 减仓-$1.50亿
RVMD 减仓-$9,297.37万
REGN 减仓-$7,568.72万
ALNY 减仓-$7,027.58万
IONS 减仓-$6,711.16万

2026Q2 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
EWTX EDGEWISE THERAPEUTICS INC $00.00%0 -1,528,518-100.0% -$4,814.83万 清仓
INSP INSPIRE MED SYS INC $00.00%0 -99,735-100.0% -$514.43万 清仓
PEN PENUMBRA INC $00.00%0 -12,267-100.0% -$402.81万 清仓
RNA ATRIUM THERAPEUTICS INC $00.00%0 -263,096-100.0% -$351.76万 清仓
— MASIMO CORP $00.00%0 -8,753-100.0% -$155.69万 清仓
EQNR EQUINOR ASA $00.00%0 -17,573-100.0% -$74.16万 清仓
— EXXON MOBIL CORP $00.00%0 -4,370-100.0% -$74.14万 清仓
BP BP PLC $00.00%0 -15,644-100.0% -$73.53万 清仓
SHEL SHELL PLC $00.00%0 -7,844-100.0% -$72.95万 清仓
CSCO CISCO SYS INC $00.00%0 -8,000-100.0% -$62.07万 清仓
BABA ALIBABA GROUP HLDG LTD $00.00%0 -4,700-100.0% -$58.97万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -3,900-100.0% -$56.33万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -1,100-100.0% -$54.96万 清仓
BLK BLACKROCK INC $00.00%0 -450-100.0% -$43.28万 清仓
V VISA INC $00.00%0 -1,400-100.0% -$42.31万 清仓
— CENTESSA PHARMACEUTICALS PLC $00.00%0 -9,030-100.0% -$35.87万 清仓
JD JD.COM INC $00.00%0 -11,000-100.0% -$32.53万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -1,500-100.0% -$29.74万 清仓
ADBE ADOBE INC $00.00%0 -1,200-100.0% -$29.17万 清仓
OLMA OLEMA PHARMACEUTICALS INC $00.00%0 -16,443-100.0% -$24.52万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -536-100.0% -$12.26万 清仓
BBOT BRIDGEBIO ONCOLOGY THERAPEUT $00.00%0 -6,982-100.0% -$6.25万 清仓
WVE WAVE LIFE SCIENCES LTD $00.00%0 -5,261-100.0% -$3.81万 清仓
QGEN QIAGEN NV $00.00%0 -243-100.0% -$9,730 清仓
RXRX RECURSION PHARMACEUTICALS IN $1.70万0.00%4,627 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $2.78万0.00%131 00.0% — 不变
ORCL ORACLE CORP $2.80万0.00%191 00.0% — 不变
ZTS ZOETIS INC $2.80万0.00%390 -143-26.8% -$1.03万 减仓
QCOM QUALCOMM INC $3.64万0.00%197 00.0% — 不变
A AGILENT TECHNOLOGIES INC $4.38万0.00%330 -334-50.3% -$4.44万 减仓
MTD METTLER TOLEDO INTERNATIONAL $4.60万0.00%36 00.0% — 不变
INCY INCYTE CORP $5.51万0.00%486 00.0% — 不变
IQV IQVIA HLDGS INC $5.66万0.00%293 -447-60.4% -$8.64万 减仓
MSFT MICROSOFT CORP $6.42万0.00%172 00.0% — 不变
WAT WATERS CORP $6.71万0.00%179 179— $6.71万 新建仓
BMY BRISTOL-MYERS SQUIBB CO $7.01万0.00%1,216 -15,822-92.9% -$91.17万 减仓
BIIB BIOGEN INC $7.30万0.00%338 -3,315-90.7% -$71.62万 减仓
LH LABCORP HOLDINGS INC $7.84万0.00%280 00.0% — 不变
NVDA NVIDIA CORPORATION $8.16万0.00%408 00.0% — 不变
ARWR ARROWHEAD PHARMACEUTICALS IN $9.71万0.00%1,191 -354-22.9% -$2.89万 减仓
RYTM RHYTHM PHARMACEUTICALS INC $11.28万0.00%1,016 00.0% — 不变
CAI CARIS LIFE SCIENCES INC $11.44万0.00%6,418 00.0% — 不变
PTCT PTC THERAPEUTICS INC $13.26万0.00%1,626 -309-16.0% -$2.52万 减仓
COR CENCORA INC $16.30万0.00%576 -1,140-66.4% -$32.26万 减仓
TEM TEMPUS AI INC $18.61万0.00%3,213 -1,737-35.1% -$10.06万 减仓
COGT COGENT BIOSCIENCES INC $18.85万0.00%4,870 4,870— $18.85万 新建仓
CAH CARDINAL HEALTH INC $20.24万0.00%852 -11-1.3% -$2,613 减仓
SMMT SUMMIT THERAPEUTICS INC $22.26万0.00%15,279 -579-3.7% -$8,436 减仓
MLYS MINERALYS THERAPEUTICS INC $23.62万0.00%8,753 -20,621-70.2% -$55.64万 减仓
VTRS VIATRIS INC $25.06万0.01%15,778 15,778— $25.06万 新建仓
GPCR STRUCTURE THERAPEUTICS INC $25.56万0.01%4,762 -2,041-30.0% -$10.95万 减仓
CRSP CRISPR THERAPEUTICS AG $31.73万0.01%5,818 80216.0% $4.37万 加仓
ALNY ALNYLAM PHARMACEUTICALS INC $32.87万0.01%1,092 -233,451-99.5% -$7,027.58万 减仓
HALO HALOZYME THERAPEUTICS INC $34.03万0.01%4,348 49112.7% $3.84万 加仓
AMZN AMAZON COM INC $38.25万0.01%1,605 25218.6% $6.01万 加仓
TVTX TRAVERE THERAPEUTICS INC $39.24万0.01%6,908 -1,991-22.4% -$11.31万 减仓
DFTX DEFINIUM THERAPEUTICS INC $39.47万0.01%8,391 8,391— $39.47万 新建仓
GOOGL ALPHABET INC $39.56万0.01%907 593188.9% $25.87万 加仓
MANE VERADERMICS INC $42.64万0.01%3,468 3,468— $42.64万 新建仓
GDX VANECK ETF TRUST $43.38万0.01%5,750 00.0% — 不变
DNLI DENALI THERAPEUTICS INC $45.69万0.01%17,766 00.0% — 不变
GRMN GARMIN LTD $46.94万0.01%1,976 65549.6% $15.56万 加仓
AAPL APPLE INC $54.05万0.01%1,768 -1,552-46.7% -$47.45万 减仓
PRAX PRAXIS PRECISION MEDICINES I $61.84万0.01%1,847 905.1% $3.01万 加仓
AGMB AGOMAB THERAPEUTICS NV $63.92万0.01%49,248 -752-1.5% -$9,761 减仓
CERT CERTARA INC $65.13万0.01%99,442 00.0% — 不变
AXSM AXSOME THERAPEUTICS INC. $65.82万0.01%2,689 -492-15.5% -$12.04万 减仓
EHC ENCOMPASS HEALTH CORP $70.26万0.01%6,951 -2,878-29.3% -$29.09万 减仓
ABVX ABIVAX SA $85.25万0.02%6,397 5,349510.4% $71.28万 加仓
PFE PFIZER INC $92.54万0.02%38,431 -69,204-64.3% -$166.64万 减仓
LEGN LEGEND BIOTECH CORP $95.46万0.02%33,054 -2,832-7.9% -$8.18万 减仓
BBNX BETA BIONICS INC $113.06万0.02%72,152 00.0% — 不变
BLLN BILLIONTOONE INC $126.63万0.03%10,554 00.0% — 不变
— MOBIA MED INC $134.00万0.03%100,000 100,000— $134.00万 新建仓
PHR PHREESIA INC $144.57万0.03%140,495 9,5037.3% $9.78万 加仓
ALMR ALAMAR BIOSCIENCES INC $150.99万0.03%55,738 55,738— $150.99万 新建仓
CYTK CYTOKINETICS INC $161.92万0.03%19,007 10,166115.0% $86.60万 加仓
ADPT ADAPTIVE BIOTECHNOLOGIES COR $191.85万0.04%89,439 13,25817.4% $28.44万 加仓
BNTX BIONTECH SE $197.54万0.04%21,229 3781.8% $3.52万 加仓
SPY STATE STR SPDR S&P 500 ETF T $201.63万0.04%2,700 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $251.02万0.05%4,675 1,63553.8% $87.79万 加仓
NAMS NEWAMSTERDAM PHARMA COMPANY $294.82万0.06%86,994 59,333214.5% $201.08万 加仓
ONC BEONE MEDICINES LTD $298.48万0.06%10,474 6,662174.8% $189.85万 加仓
ILMN ILLUMINA INC $318.85万0.07%18,134 -2,089-10.3% -$36.73万 减仓
MDLN MEDLINE INC $324.01万0.07%82,153 -54,482-39.9% -$214.88万 减仓
KMTS KESTRA MED TECHNOLOGIES LTD $328.72万0.07%129,215 13,62511.8% $34.66万 加仓
OMDA OMADA HEALTH INC $346.67万0.07%157,938 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $405.11万0.09%24,037 19,391417.4% $326.81万 加仓
GMRS GMR SOLUTIONS INC $515.33万0.11%333,333 333,333— $515.33万 新建仓
PRVA PRIVIA HEALTH GROUP INC $583.31万0.12%226,703 00.0% — 不变
WAY WAYSTAR HLDG CORP $602.74万0.13%293,592 37,45314.6% $76.89万 加仓
RPRX ROYALTY PHARMA PLC $629.73万0.13%112,311 74,015193.3% $415.00万 加仓
ALKS ALKERMES PLC $630.01万0.13%120,243 111,3731,255.6% $583.54万 加仓
MOH MOLINA HEALTHCARE INC $634.89万0.13%27,761 -18,865-40.5% -$431.44万 重新持有
TMDX TRANSMEDICS GROUP INC $671.77万0.14%101,139 00.0% — 不变
NTRA NATERA INC $673.36万0.14%24,806 -6,888-21.7% -$186.97万 减仓
PTGX PROTAGONIST THERAPEUTICS INC $682.55万0.14%55,682 41,235285.4% $505.46万 加仓
THC TENET HEALTHCARE CORP $727.14万0.15%38,868 5991.6% $11.21万 加仓
MCK MCKESSON CORP $727.26万0.15%9,625 -12,727-56.9% -$961.65万 减仓
AURA AURA BIOSCIENCES INC $828.33万0.17%1,166,667 1,166,667— $828.33万 新建仓