Bellevue Group AG
- SEC CIK
- 0001674546
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/14 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 171
- 較 2022 年第 3 季 −5
- 總值
- $75.3 億
- 較 2022 年第 3 季 +$5.67 億 (+8.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| IONSIonis Pharmaceuticals Inc | COM | 9,743,900 | $3.68 億 | 4.9% | +280,500+3.0% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 911,100 | $3.45 億 | 4.6% | −8,246−0.9% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 2,773,294 | $3.31 億 | 4.4% | −81,852−2.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,096,028 | $3.17 億 | 4.2% | −62,098−5.4% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,582,328 | $2.84 億 | 3.8% | +22,527+1.4% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 957,086 | $2.54 億 | 3.4% | +58,994+6.6% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 2,956,977 | $2.38 億 | 3.2% | +212,700+7.8% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 921,213 | $2.19 億 | 2.9% | −35,549−3.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,684,479 | $1.85 億 | 2.5% | +114,628+7.3% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 3,902,924 | $1.81 億 | 2.4% | +98,877+2.6% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 3,342,236 | $1.77 億 | 2.3% | +12,957+0.4% | 加碼 | 歷史 |
| MYOVMyovant Sciences Ltd. | COM | 5,910,639 | $1.59 億 | 2.1% | −2,0000.0% | 減碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 756,636 | $1.21 億 | 1.6% | −67,203−8.2% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 492,234 | $1.20 億 | 1.6% | +15,302+3.2% | 加碼 | 歷史 |
| AXNXAxonics, Inc. | COM | 1,906,461 | $1.19 億 | 1.6% | −286,739−13.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 224,294 | $1.19 億 | 1.6% | −72,460−24.4% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,855,162 | $1.16 億 | 1.5% | +175,000+3.7% | 加碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 4,056,792 | $1.14 億 | 1.5% | −2,0000.0% | 減碼 | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 2,969,278 | $1.13 億 | 1.5% | −1,4000.0% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 988,476 | $1.12 億 | 1.5% | +128,016+14.9% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 345,780 | $1.02 億 | 1.4% | −28,173−7.5% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 401,742 | $1.01 億 | 1.3% | −260.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 366,350 | $9,724 萬 | 1.3% | −1,085−0.3% | 減碼 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 693,209 | $8,983 萬 | 1.2% | −62,689−8.3% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 331,560 | $8,432 萬 | 1.1% | −3,278−1.0% | 減碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 1,791,450 | $8,053 萬 | 1.1% | +225,435+14.4% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,800,000 | $8,023 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 331,306 | $7,950 萬 | 1.1% | +45,517+15.9% | 加碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 1,064,131 | $7,939 萬 | 1.1% | +38,416+3.7% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 149,421 | $7,665 萬 | 1.0% | −53,071−26.2% | 減碼 | 歷史 |
| ARVNArvinas, Inc. | COM | 2,150,412 | $7,357 萬 | 1.0% | −40,350−1.8% | 減碼 | 歷史 |
| OMOutset Medical, Inc. | COM | 2,843,679 | $7,342 萬 | 1.0% | +426,223+17.6% | 加碼 | 歷史 |
| OPCHOption Care Health, Inc. | COM NEW | 2,430,422 | $7,313 萬 | 1.0% | −198,750−7.6% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 3,277,207 | $6,548 萬 | 0.9% | +62,503+1.9% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 1,312,015 | $6,496 萬 | 0.9% | +182,362+16.1% | 加碼 | 歷史 |
| CRLCharles River Laboratories International, Inc. | COM | 289,977 | $6,319 萬 | 0.8% | +26,984+10.3% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 4,204,820 | $6,282 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 186,014 | $6,143 萬 | 0.8% | −54,576−22.7% | 減碼 | 歷史 |
| MGNXMacrogenics Inc | COM | 8,979,913 | $6,026 萬 | 0.8% | +1,654,399+22.6% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,104,217 | $5,710 萬 | 0.8% | +96,773+9.6% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 693,558 | $5,688 萬 | 0.8% | +165,118+31.2% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 110,539 | $5,662 萬 | 0.8% | −23,667−17.6% | 減碼 | 歷史 |
| EVHEvolent Health, Inc. | CL A | 1,983,653 | $5,570 萬 | 0.7% | +114,598+6.1% | 加碼 | 歷史 |
| SILKSilk Road Medical Inc | COM | 1,012,523 | $5,351 萬 | 0.7% | −34,833−3.3% | 減碼 | 歷史 |
| PACBPacific Biosciences of California, Inc. | COM | 6,478,925 | $5,300 萬 | 0.7% | +1,039,374+19.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 158,621 | $5,256 萬 | 0.7% | −30,080−15.9% | 減碼 | 歷史 |
| AMEDAmedisys Inc | COM | 613,512 | $5,125 萬 | 0.7% | +14,578+2.4% | 加碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 247,616 | $5,091 萬 | 0.7% | −28,516−10.3% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 680,180 | $5,052 萬 | 0.7% | +33,017+5.1% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 225,817 | $5,024 萬 | 0.7% | +36,043+19.0% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 4,861,279 | $4,905 萬 | 0.7% | +1,115,193+29.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 618,420 | $4,806 萬 | 0.6% | +2,494+0.4% | 加碼 | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 111,158 | $4,674 萬 | 0.6% | +9,340+9.2% | 加碼 | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 812,700 | $4,624 萬 | 0.6% | −117,800−12.7% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 83,329 | $4,589 萬 | 0.6% | +11,185+15.5% | 加碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 108,822 | $4,440 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EXELExelixis, Inc. | COM | 2,673,500 | $4,288 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 682,058 | $4,210 萬 | 0.6% | +28,244+4.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 788,673 | $4,041 萬 | 0.5% | +21,373+2.8% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 183,320 | $3,756 萬 | 0.5% | +23,093+14.4% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 911,705 | $3,706 萬 | 0.5% | −16,600−1.8% | 減碼 | 歷史 |
| CDNACareDx, Inc. | COM | 3,168,448 | $3,615 萬 | 0.5% | +567,002+21.8% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 266,296 | $3,395 萬 | 0.5% | +1,026+0.4% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 436,658 | $3,368 萬 | 0.4% | −59,866−12.1% | 減碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 221,080 | $3,321 萬 | 0.4% | +67,500+44.0% | 加碼 | 歷史 |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 596,192 | $3,285 萬 | 0.4% | −60,996−9.3% | 減碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 4,494,458 | $3,146 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 741,517 | $3,080 萬 | 0.4% | +152,255+25.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 186,257 | $3,006 萬 | 0.4% | +28,666+18.2% | 加碼 | 歷史 |
| ACCDAccolade, Inc. | COM | 3,677,277 | $2,865 萬 | 0.4% | +105,407+3.0% | 加碼 | 歷史 |
| ATRCAtriCure, Inc. | COM | 644,109 | $2,859 萬 | 0.4% | +1,662+0.3% | 加碼 | 歷史 |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 1,780,144 | $2,843 萬 | 0.4% | +22,069+1.3% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 696,721 | $2,725 萬 | 0.4% | +125,000+21.9% | 加碼 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 4,330,264 | $2,698 萬 | 0.4% | +105,000+2.5% | 加碼 | 歷史 |
| COOCooper Companies, Inc. | COM NEW | 81,313 | $2,689 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| OMCLOmnicell, Inc. | COM | 518,384 | $2,614 萬 | 0.3% | +104,100+25.1% | 加碼 | 歷史 |
| MRSNMersana Therapeutics, Inc. | COM | 4,282,600 | $2,510 萬 | 0.3% | +200,000+4.9% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 2,960,131 | $2,262 萬 | 0.3% | −319,489−9.7% | 減碼 | 歷史 |
| CSTLCastle Biosciences Inc | COM | 944,312 | $2,223 萬 | 0.3% | +2,441+0.3% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 666,419 | $2,157 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KZRKezar Life Sciences, Inc. | COM | 3,031,000 | $2,134 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 900,666 | $2,045 萬 | 0.3% | +385,636+74.9% | 加碼 | 歷史 |
| RMDResmed Inc | COM | 98,275 | $2,045 萬 | 0.3% | +13,663+16.1% | 加碼 | 歷史 |
| EPIXESSA Pharma Inc. | COM NEW | 7,898,583 | $1,990 萬 | 0.3% | +2,000,000+33.9% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,152,025 | $1,948 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ILMNIllumina, Inc. | COM | 94,907 | $1,919 萬 | 0.3% | +8,980+10.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 204,205 | $1,903 萬 | 0.3% | −20,909−9.3% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 243,171 | $1,819 萬 | 0.2% | −8,241−3.3% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 354,789 | $1,771 萬 | 0.2% | −270,672−43.3% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 79,194 | $1,670 萬 | 0.2% | +4,255+5.7% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 320,681 | $1,635 萬 | 0.2% | +1,133+0.4% | 加碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 448,579 | $1,505 萬 | 0.2% | +255,140+131.9% | 加碼 | 歷史 |
| GBIOGeneration Bio Co. | COM | 3,627,280 | $1,426 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 324,746 | $1,183 萬 | 0.2% | +70,612+27.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 15,678 | $1,131 萬 | 0.2% | −1,711−9.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 130,343 | $1,119 萬 | 0.1% | +32,489+33.2% | 加碼 | 歷史 |
| NVRONevro Corp | COM | 260,835 | $1,033 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 38,939 | $1,023 萬 | 0.1% | −6,257−13.8% | 減碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 471,621 | $994.6 萬 | 0.1% | −31,386−6.2% | 減碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 5,400,839 | $972.2 萬 | 0.1% | +683,726+14.5% | 加碼 | 歷史 |
2022 年第 3 季之後清倉（13 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABMDAbiomed Inc | COM | 166,355 | $4,087 萬 | 0.6% | 歷史 |
| LUNGPulmonx Corp | COM | 173,336 | $288.8 萬 | <0.1% | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 53,187 | $196.9 萬 | <0.1% | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 30,478 | $170.6 萬 | <0.1% | 歷史 |
| NPCENeuroPace Inc | COM | 388,368 | $145.6 萬 | <0.1% | 歷史 |
| RGENRepligen Corp | COM | 6,600 | $123.5 萬 | <0.1% | 歷史 |
| CRBUCaribou Biosciences, Inc. | COM | 66,300 | $69.9 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,348 | $29.1 萬 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 2,100 | $17.9 萬 | <0.1% | 歷史 |
| AVLRAvalara, Inc. | COM | 1,300 | $11.9 萬 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 246 | $3.60 萬 | <0.1% | 歷史 |
| CTLTCatalent, Inc. | COM | 473 | $3.40 萬 | <0.1% | 歷史 |
| NVSTEnvista Holdings Corp | COM | 822 | $2.70 萬 | <0.1% | 歷史 |