Bellevue Group AG
- SEC CIK
- 0001674546
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 148
- 較 2026 年第 1 季 −7
- 總值
- $47.5 億
- 較 2026 年第 1 季 +$5.51 億 (+13.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 851,550 | $3.08 億 | 6.5% | +556,192+188.3% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 578,634 | $2.87 億 | 6.0% | −103,274−15.1% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 301,000 | $2.79 億 | 5.9% | −12,000−3.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,158,772 | $2.73 億 | 5.7% | +988,893+84.5% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,048,014 | $1.96 億 | 4.1% | −496,442−32.1% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 1,657,190 | $1.58 億 | 3.3% | +1,150,182+226.9% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 1,393,418 | $1.49 億 | 3.1% | +1,383,384+13,787.0% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,449,547 | $1.35 億 | 2.8% | −1,135,026−31.7% | 減碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,053,268 | $1.30 億 | 2.7% | 00.0% | 不變 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 6,731,909 | $1.24 億 | 2.6% | +5,765+0.1% | 加碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 6,185,970 | $1.16 億 | 2.4% | −1,609,272−20.6% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,971,935 | $1.15 億 | 2.4% | +781,238+65.6% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 188,515 | $1.02 億 | 2.1% | +186,438+8,976.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 254,809 | $1.01 億 | 2.1% | −31,845−11.1% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 157,291 | $9,808 萬 | 2.1% | −121,383−43.6% | 減碼 | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,620,000 | $9,804 萬 | 2.1% | −660,000−20.1% | 減碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 1,189,506 | $8,859 萬 | 1.9% | +1,164,129+4,587.3% | 加碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,788,245 | $8,853 萬 | 1.9% | −8,558−0.3% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 947,115 | $8,594 萬 | 1.8% | −204,520−17.8% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 268,461 | $8,452 萬 | 1.8% | +51,224+23.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 994,233 | $7,778 萬 | 1.6% | +36,904+3.9% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 972,258 | $7,709 萬 | 1.6% | −846,407−46.5% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 1,490,000 | $7,562 萬 | 1.6% | −830,867−35.8% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,710,808 | $7,341 萬 | 1.5% | +370.0% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 3,057,996 | $6,795 萬 | 1.4% | −443,506−12.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 739,234 | $6,687 萬 | 1.4% | −100,217−11.9% | 減碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,982,775 | $6,620 萬 | 1.4% | −397,225−16.7% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 149,127 | $6,198 萬 | 1.3% | +924+0.6% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 822,489 | $5,539 萬 | 1.2% | +33,723+4.3% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,200,000 | $4,465 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 1,350,000 | $4,444 萬 | 0.9% | +1,350,000 | 新進 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,618,846 | $4,211 萬 | 0.9% | −679,154−29.6% | 減碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 560,000 | $4,096 萬 | 0.9% | +100,686+21.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 79,816 | $4,002 萬 | 0.8% | +15,404+23.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 887,650 | $3,788 萬 | 0.8% | −579,244−39.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 29,882 | $3,584 萬 | 0.8% | −4,050−11.9% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 493,596 | $3,507 萬 | 0.7% | +493,596 | 新進 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 61,780 | $3,252 萬 | 0.7% | −27,351−30.7% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 148,195 | $2,888 萬 | 0.6% | −11,151−7.0% | 減碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 77,530 | $2,882 萬 | 0.6% | −404,255−83.9% | 減碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 1,190,000 | $2,880 萬 | 0.6% | −60,000−4.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 143,844 | $2,740 萬 | 0.6% | −58,320−28.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 103,280 | $2,623 萬 | 0.6% | −15,822−13.3% | 減碼 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 1,100,000 | $2,389 萬 | 0.5% | +1,100,000 | 新進 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 155,000 | $2,369 萬 | 0.5% | +155,000 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 139,680 | $2,356 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ANNXAnnexon, Inc. | COM | 4,100,016 | $2,341 萬 | 0.5% | −1,057,274−20.5% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 58,398 | $2,320 萬 | 0.5% | −6,100−9.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 56,449 | $2,183 萬 | 0.5% | +3,931+7.5% | 加碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 694,182 | $2,170 萬 | 0.5% | −1,705,818−71.1% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 99,877 | $2,103 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 229,931 | $2,041 萬 | 0.4% | +229,931 | 新進 | 歷史 |
| COAGHemab Therapeutics Holdings, Inc. | COM SHS | 550,000 | $2,020 萬 | 0.4% | +550,000 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 127,498 | $1,941 萬 | 0.4% | −36,158−22.1% | 減碼 | 歷史 |
| CICigna Group | Stock | 66,500 | $1,833 萬 | 0.4% | −31,763−32.3% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 128,667 | $1,798 萬 | 0.4% | −17,036−11.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 169,366 | $1,752 萬 | 0.4% | +80,003+89.5% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 109,729 | $1,661 萬 | 0.3% | −12,158−10.0% | 減碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 252,744 | $1,618 萬 | 0.3% | −164,143−39.4% | 減碼 | 歷史 |
| LIVNLivaNova PLC | SHS | 195,621 | $1,609 萬 | 0.3% | +9,436+5.1% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 228,865 | $1,469 萬 | 0.3% | −32,201−12.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 113,061 | $1,453 萬 | 0.3% | −93,530−45.3% | 減碼 | 歷史 |
| COOCooper Companies, Inc. | COM | 197,135 | $1,414 萬 | 0.3% | −75,049−27.6% | 減碼 | 歷史 |
| PBLSParabilis Medicines, Inc. | Stock | 500,000 | $1,369 萬 | 0.3% | +500,000 | 新進 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 345,899 | $1,172 萬 | 0.2% | +95,817+38.3% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 146,108 | $1,154 萬 | 0.2% | −101,153−40.9% | 減碼 | 歷史 |
| PRCTPROCEPT BioRobotics Corp | COM | 502,286 | $1,134 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 126,707 | $1,091 萬 | 0.2% | −28,864−18.6% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 59,347 | $1,053 萬 | 0.2% | +2,830+5.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 40,476 | $1,019 萬 | 0.2% | −53,091−56.7% | 減碼 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 261,470 | $1,002 萬 | 0.2% | −68,022−20.6% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 23,750 | $926.0 萬 | 0.2% | −14,015−37.1% | 減碼 | 歷史 |
| AURAAura Biosciences, Inc. | COM | 1,166,667 | $828.3 萬 | 0.2% | +1,166,667 | 新進 | 歷史 |
| MCKMcKesson Corp | Stock | 9,625 | $727.3 萬 | 0.2% | −12,727−56.9% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 38,868 | $727.1 萬 | 0.2% | +599+1.6% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 55,682 | $682.5 萬 | 0.1% | +41,235+285.4% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 24,806 | $673.4 萬 | 0.1% | −6,888−21.7% | 減碼 | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 101,139 | $671.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 27,761 | $634.9 萬 | 0.1% | +27,761 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 120,243 | $630.0 萬 | 0.1% | +111,373+1,255.6% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 112,311 | $629.7 萬 | 0.1% | +74,015+193.3% | 加碼 | 歷史 |
| WAYWaystar Holding Corp. | COM | 293,592 | $602.7 萬 | 0.1% | +37,453+14.6% | 加碼 | 歷史 |
| PRVAPrivia Health Group, Inc. | COM | 226,703 | $583.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GMRSGMR Solutions Inc. | COM CL A | 333,333 | $515.3 萬 | 0.1% | +333,333 | 新進 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 24,037 | $405.1 萬 | 0.1% | +19,391+417.4% | 加碼 | 歷史 |
| OMDAOmada Health, Inc. | COM | 157,938 | $346.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMTSKestra Medical Technologies, Ltd. | SHS | 129,215 | $328.7 萬 | 0.1% | +13,625+11.8% | 加碼 | 歷史 |
| MDLNMedline Inc. | COM CL A | 82,153 | $324.0 萬 | 0.1% | −54,482−39.9% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 18,134 | $318.9 萬 | 0.1% | −2,089−10.3% | 減碼 | 歷史 |
| ONCBeOne Medicines Ltd. | ADR | 10,474 | $298.5 萬 | 0.1% | +6,662+174.8% | 加碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 86,994 | $294.8 萬 | 0.1% | +59,333+214.5% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 4,675 | $251.0 萬 | 0.1% | +1,635+53.8% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,700 | $201.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 21,229 | $197.5 萬 | <0.1% | +378+1.8% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 89,439 | $191.8 萬 | <0.1% | +13,258+17.4% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 19,007 | $161.9 萬 | <0.1% | +10,166+115.0% | 加碼 | 歷史 |
| ALMRAlamar Biosciences, Inc. | COMMON STOCK | 55,738 | $151.0 萬 | <0.1% | +55,738 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 140,495 | $144.6 萬 | <0.1% | +9,503+7.3% | 加碼 | 歷史 |
| MOBIMobia Medical, Inc. | COMMON STOCK | 100,000 | $134.0 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| BLLNBillionToOne, Inc. | CL A | 10,554 | $126.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（24 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 1,528,518 | $4,815 萬 | 1.1% | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 99,735 | $514.4 萬 | 0.1% | 歷史 |
| PENPenumbra Inc | COM | 12,267 | $402.8 萬 | 0.1% | 歷史 |
| RNAAtrium Therapeutics, Inc. | COM | 263,096 | $351.8 萬 | 0.1% | 歷史 |
| MASIMasimo Corp | COM | 8,753 | $155.7 萬 | <0.1% | 歷史 |
| EQNREquinor ASA | SPONSORED ADR | 17,573 | $74.2 萬 | <0.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,370 | $74.1 萬 | <0.1% | 歷史 |
| BPBP PLC | ADR | 15,644 | $73.5 萬 | <0.1% | 歷史 |
| SHELShell plc | ADR | 7,844 | $72.9 萬 | <0.1% | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,000 | $62.1 萬 | <0.1% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,700 | $59.0 萬 | <0.1% | 歷史 |
| PGProcter & Gamble Co | Stock | 3,900 | $56.3 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 1,100 | $55.0 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 450 | $43.3 萬 | <0.1% | 歷史 |
| VVisa Inc. | Stock | 1,400 | $42.3 萬 | <0.1% | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 9,030 | $35.9 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 11,000 | $32.5 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,500 | $29.7 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,200 | $29.2 萬 | <0.1% | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 16,443 | $24.5 萬 | <0.1% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 536 | $12.3 萬 | <0.1% | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 6,982 | $6.25 萬 | <0.1% | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 5,261 | $3.81 萬 | <0.1% | 歷史 |
| QGENQiagen N.V. | ORD SHARES | 243 | $9,730 | <0.1% | 歷史 |