Bellevue Group AG
- SEC CIK
- 0001674546
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 142
- 較 2025 年第 1 季 −6
- 總值
- $45.4 億
- 較 2025 年第 1 季 +$7,434 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ARGXArgenx SE | SPONSORED ADR | 571,039 | $3.15 億 | 6.9% | −7,835−1.4% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 7,853,198 | $3.10 億 | 6.8% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,820,000 | $2.29 億 | 5.0% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 676,367 | $2.21 億 | 4.9% | −91,780−11.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,564,022 | $2.13 億 | 4.7% | +7,893+0.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 535,089 | $2.12 億 | 4.7% | −31,508−5.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 378,728 | $2.06 億 | 4.5% | −47,018−11.0% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 441,610 | $1.97 億 | 4.3% | +28,539+6.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 1,765,194 | $1.90 億 | 4.2% | −185,826−9.5% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 4,579,300 | $1.68 億 | 3.7% | +205,000+4.7% | 加碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 3,590,150 | $1.19 億 | 2.6% | +75,000+2.1% | 加碼 | 歷史 |
| INCYIncyte Corp | COM | 1,570,333 | $1.07 億 | 2.4% | −521,447−24.9% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 1,985,272 | $1.06 億 | 2.3% | +734,606+58.7% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,947,295 | $1.04 億 | 2.3% | +440,405+17.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 921,043 | $8,029 萬 | 1.8% | −17,312−1.8% | 減碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,441,830 | $7,662 萬 | 1.7% | +1,220,036+99.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 860,828 | $7,514 萬 | 1.7% | −203,280−19.1% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 889,077 | $6,953 萬 | 1.5% | −82,892−8.5% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 219,013 | $6,881 萬 | 1.5% | −52,273−19.3% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 3,307,569 | $6,731 萬 | 1.5% | +235,954+7.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 316,732 | $5,456 萬 | 1.2% | −27,579−8.0% | 減碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 2,889,288 | $4,915 萬 | 1.1% | +493,358+20.6% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 113,544 | $4,604 萬 | 1.0% | +49,312+76.8% | 加碼 | 歷史 |
| PENPenumbra Inc | COM | 174,050 | $4,467 萬 | 1.0% | −30,467−14.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 142,296 | $4,439 萬 | 1.0% | −22,446−13.6% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 165,802 | $4,278 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 76,548 | $4,106 萬 | 0.9% | −349−0.5% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 2,802,853 | $3,955 萬 | 0.9% | +762,000+37.3% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 515,468 | $3,818 萬 | 0.8% | −8,946−1.7% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 99,122 | $3,797 萬 | 0.8% | +37,315+60.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 110,712 | $3,660 萬 | 0.8% | −6,823−5.8% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 284,900 | $3,652 萬 | 0.8% | +284,900 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 2,775,997 | $3,639 萬 | 0.8% | +1,347,068+94.3% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 1,238,668 | $3,417 萬 | 0.8% | −279,454−18.4% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 113,333 | $3,264 萬 | 0.7% | +83+0.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 82,053 | $3,192 萬 | 0.7% | +41,995+104.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 40,920 | $3,190 萬 | 0.7% | −2,727−6.2% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 40,466 | $2,965 萬 | 0.7% | +9,886+32.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 159,661 | $2,964 萬 | 0.7% | +24,421+18.1% | 加碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 150,787 | $2,855 萬 | 0.6% | −206−0.1% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 8,230,870 | $2,848 萬 | 0.6% | +853,578+11.6% | 加碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 489,278 | $2,818 萬 | 0.6% | +74,355+17.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 136,811 | $2,703 萬 | 0.6% | +12,490+10.0% | 加碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 4,094,458 | $2,661 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| STESTERIS plc | SHS USD | 109,887 | $2,640 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| COOCooper Companies, Inc. | COM | 356,074 | $2,534 萬 | 0.6% | −951−0.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 147,491 | $2,492 萬 | 0.5% | +34,272+30.3% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 267,716 | $2,442 萬 | 0.5% | −23,630−8.1% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 74,022 | $2,205 萬 | 0.5% | −1,873−2.5% | 減碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 332,336 | $1,961 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 130,517 | $1,749 萬 | 0.4% | −43,193−24.9% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 131,741 | $1,616 萬 | 0.4% | −41,137−23.8% | 減碼 | 歷史 |
| HOLXHologic Inc | COM | 247,886 | $1,615 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 284,201 | $1,510 萬 | 0.3% | −294,873−50.9% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 89,673 | $1,508 萬 | 0.3% | +19,865+28.5% | 加碼 | 歷史 |
| CDNACareDx, Inc. | COM | 752,371 | $1,470 萬 | 0.3% | −136,632−15.4% | 減碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 630,697 | $1,451 萬 | 0.3% | −66,611−9.6% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 26,744 | $1,404 萬 | 0.3% | −1,779−6.2% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 5,157,290 | $1,238 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HUMHumana Inc | Stock | 49,124 | $1,201 萬 | 0.3% | +20,826+73.6% | 加碼 | 歷史 |
| MGNXMacrogenics Inc | COM | 9,919,992 | $1,200 萬 | 0.3% | −9,971−0.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 68,211 | $1,042 萬 | 0.2% | +1,202+1.8% | 加碼 | 歷史 |
| SIBNSI-BONE, Inc. | COM | 540,112 | $1,016 萬 | 0.2% | −332,879−38.1% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 75,660 | $981.8 萬 | 0.2% | −23,367−23.6% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 36,692 | $963.2 萬 | 0.2% | +8,551+30.4% | 加碼 | 歷史 |
| PHRPhreesia, Inc. | COM | 332,016 | $944.9 萬 | 0.2% | −44,147−11.7% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 38,698 | $936.8 萬 | 0.2% | +3,369+9.5% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 48,567 | $872.4 萬 | 0.2% | +48,567 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 151,445 | $832.5 萬 | 0.2% | −216,928−58.9% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 81,397 | $819.2 萬 | 0.2% | −69,153−45.9% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 139,310 | $756.2 萬 | 0.2% | +53,092+61.6% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 348,527 | $722.8 萬 | 0.2% | +126,812+57.2% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 421,501 | $706.4 萬 | 0.2% | +392,571+1,357.0% | 加碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 2,733,547 | $677.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 24,108 | $673.1 萬 | 0.1% | −56,827−70.2% | 減碼 | 歷史 |
| NEONeogenomics Inc | COM NEW | 913,082 | $667.5 萬 | 0.1% | −303,674−25.0% | 減碼 | 歷史 |
| WAYWaystar Holding Corp. | COM | 150,610 | $615.5 萬 | 0.1% | +6,184+4.3% | 加碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 56,253 | $587.2 萬 | 0.1% | −40,154−41.7% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 55,926 | $577.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 51,416 | $570.0 萬 | 0.1% | −3,606−6.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 33,700 | $531.1 萬 | 0.1% | −27,368−44.8% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 28,655 | $494.6 萬 | 0.1% | +26,755+1,408.2% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 152,291 | $461.1 萬 | 0.1% | −304,155−66.6% | 減碼 | 歷史 |
| OMDAOmada Health, Inc. | COM | 250,000 | $457.5 萬 | 0.1% | +250,000 | 新進 | 歷史 |
| BTSGBrightSpring Health Services, Inc. | COM | 191,706 | $452.2 萬 | 0.1% | −50,043−20.7% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 326,751 | $378.4 萬 | 0.1% | +95,754+41.5% | 加碼 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 35,039 | $373.1 萬 | 0.1% | +27,075+340.0% | 加碼 | 歷史 |
| CAHCardinal Health Inc | Stock | 20,012 | $336.2 萬 | 0.1% | −764−3.7% | 減碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 85,438 | $303.2 萬 | 0.1% | −5,753−6.3% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 38,400 | $268.3 萬 | 0.1% | −1,600−4.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 27,624 | $263.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 7,970 | $239.0 萬 | 0.1% | −63,390−88.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 28,239 | $223.5 萬 | <0.1% | −203,132−87.8% | 減碼 | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 133,761 | $221.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 30,096 | $207.6 萬 | <0.1% | −1,659−5.2% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,100 | $191.5 萬 | <0.1% | −2,560−45.2% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 37,177 | $172.1 萬 | <0.1% | +11,611+45.4% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 70,915 | $171.9 萬 | <0.1% | −49,831−41.3% | 減碼 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 15,927 | $150.6 萬 | <0.1% | −45,334−74.0% | 減碼 | 歷史 |
| DOCSDoximity, Inc. | CL A | 23,816 | $146.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRKRBruker Corp | COM | 335,288 | $1,399 萬 | 0.3% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 9,694,064 | $1,396 萬 | 0.3% | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 94,722 | $1,274 萬 | 0.3% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 149,113 | $951.6 萬 | 0.2% | 歷史 |
| CSTLCastle Biosciences Inc | COM | 301,103 | $602.8 萬 | 0.1% | 歷史 |
| EVHEvolent Health, Inc. | CL A | 614,337 | $581.8 萬 | 0.1% | 歷史 |
| ALTAltimmune, Inc. | COM NEW | 1,056,793 | $528.4 萬 | 0.1% | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 21,476 | $523.1 萬 | 0.1% | 歷史 |
| ASTHAstrana Health, Inc. | COM NEW | 163,155 | $505.9 萬 | 0.1% | 歷史 |
| RDYDr Reddys Laboratories Ltd | ADR | 91,916 | $121.2 萬 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 16,000 | $88.7 萬 | <0.1% | 歷史 |
| ZLABZai Lab Ltd | ADR | 20,000 | $72.3 萬 | <0.1% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 11,290 | $42.6 萬 | <0.1% | 歷史 |