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 |
|---|---|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 58,398 | $2,320 萬 | 0.5% | −6,100−9.5% | 減碼 | 歷史 |
| ANNXAnnexon, Inc. | COM | 4,100,016 | $2,341 萬 | 0.5% | −1,057,274−20.5% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 139,680 | $2,356 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 155,000 | $2,369 萬 | 0.5% | +155,000 | 新進 | 歷史 |
| SPTXSeaport Therapeutics, Inc. | COMMON STOCK | 1,100,000 | $2,389 萬 | 0.5% | +1,100,000 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 103,280 | $2,623 萬 | 0.6% | −15,822−13.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 143,844 | $2,740 萬 | 0.6% | −58,320−28.8% | 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 |
| KRYSKrystal Biotech, Inc. | COM | 77,530 | $2,882 萬 | 0.6% | −404,255−83.9% | 減碼 | 歷史 |
| RMDResmed Inc | COM | 148,195 | $2,888 萬 | 0.6% | −11,151−7.0% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 61,780 | $3,252 萬 | 0.7% | −27,351−30.7% | 減碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 493,596 | $3,507 萬 | 0.7% | +493,596 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 29,882 | $3,584 萬 | 0.8% | −4,050−11.9% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 887,650 | $3,788 萬 | 0.8% | −579,244−39.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 79,816 | $4,002 萬 | 0.8% | +15,404+23.9% | 加碼 | 歷史 |
| IRONDisc Medicine, Inc. | COM | 560,000 | $4,096 萬 | 0.9% | +100,686+21.9% | 加碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 1,618,846 | $4,211 萬 | 0.9% | −679,154−29.6% | 減碼 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 1,350,000 | $4,444 萬 | 0.9% | +1,350,000 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,200,000 | $4,465 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DXCMDexcom Inc | COM | 822,489 | $5,539 萬 | 1.2% | +33,723+4.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 149,127 | $6,198 萬 | 1.3% | +924+0.6% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 1,982,775 | $6,620 萬 | 1.4% | −397,225−16.7% | 減碼 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 739,234 | $6,687 萬 | 1.4% | −100,217−11.9% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 3,057,996 | $6,795 萬 | 1.4% | −443,506−12.7% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,710,808 | $7,341 萬 | 1.5% | +370.0% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 1,490,000 | $7,562 萬 | 1.6% | −830,867−35.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 972,258 | $7,709 萬 | 1.6% | −846,407−46.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 994,233 | $7,778 萬 | 1.6% | +36,904+3.9% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 268,461 | $8,452 萬 | 1.8% | +51,224+23.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 947,115 | $8,594 萬 | 1.8% | −204,520−17.8% | 減碼 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 2,788,245 | $8,853 萬 | 1.9% | −8,558−0.3% | 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 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 2,620,000 | $9,804 萬 | 2.1% | −660,000−20.1% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 157,291 | $9,808 萬 | 2.1% | −121,383−43.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 254,809 | $1.01 億 | 2.1% | −31,845−11.1% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 188,515 | $1.02 億 | 2.1% | +186,438+8,976.3% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,971,935 | $1.15 億 | 2.4% | +781,238+65.6% | 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 |
| VRDNViridian Therapeutics, Inc. | COM | 6,731,909 | $1.24 億 | 2.6% | +5,765+0.1% | 加碼 | 歷史 |
| NUVLNuvalent, Inc. | COM | 1,053,268 | $1.30 億 | 2.7% | 00.0% | 不變 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 2,449,547 | $1.35 億 | 2.8% | −1,135,026−31.7% | 減碼 | 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 |
| ORKAOruka Therapeutics, Inc. | COM | 1,657,190 | $1.58 億 | 3.3% | +1,150,182+226.9% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 1,048,014 | $1.96 億 | 4.1% | −496,442−32.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,158,772 | $2.73 億 | 5.7% | +988,893+84.5% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 301,000 | $2.79 億 | 5.9% | −12,000−3.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 578,634 | $2.87 億 | 6.0% | −103,274−15.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 851,550 | $3.08 億 | 6.5% | +556,192+188.3% | 加碼 | 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 |