Bellevue Group AG 13F 持仓 · 2026年Q2
Bellevue Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 148 只证券，申报市值合计 47.53 亿美元。前几大持仓：AMGN（6.49%）、VRTX（6.05%）、ARGX（5.88%）。本季前 25 大持仓中：增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMGN | AMGEN INC | $308.4M | 6.49% | 851,550 | 增持 |
| 2 | VRTX | VERTEX PHARMACEUTICALS INC | $287.4M | 6.05% | 578,634 | 减持 |
| 3 | ARGX | ARGENX SE | $279.3M | 5.88% | 301,000 | 减持 |
| 4 | GILD | GILEAD SCIENCES INC | $272.7M | 5.74% | 2.2M | 增持 |
| 5 | RVMD | REVOLUTION MEDICINES INC | $196.3M | 4.13% | 1.0M | 减持 |
| 6 | ORKA | ORUKA THERAPEUTICS INC | $157.7M | 3.32% | 1.7M | 增持 |
| 7 | INSM | INSMED INC | $148.6M | 3.13% | 1.4M | 增持 |
| 8 | SRRK | SCHOLAR ROCK HLDG CORP | $134.7M | 2.83% | 2.4M | 减持 |
| 9 | NUVL | NUVALENT INC | $130.1M | 2.74% | 1.1M | 持平 |
| 10 | VRDN | VIRIDIAN THERAPEUTICS INC | $123.7M | 2.60% | 6.7M | 增持 |
| 11 | RLAY | RELAY THERAPEUTICS INC | $115.7M | 2.44% | 6.2M | 减持 |
| 12 | PCVX | VAXCYTE INC | $114.6M | 2.41% | 2.0M | 增持 |
| 13 | UTHR | UNITED THERAPEUTICS CORP DEL | $102.1M | 2.15% | 188,515 | 增持 |
| 14 | ISRG | INTUITIVE SURGICAL INC | $101.3M | 2.13% | 254,809 | 减持 |
| 15 | CRNX | CRINETICS PHARMACEUTICALS IN | $98.0M | 2.06% | 2.6M | 减持 |
| 16 | REGN | REGENERON PHARMACEUTICALS | $98.1M | 2.06% | 157,291 | 减持 |
| 17 | BBIO | BRIDGEBIO PHARMA INC | $88.6M | 1.86% | 1.2M | 增持 |
| 18 | IMCR | IMMUNOCORE HLDGS PLC | $88.5M | 1.86% | 2.8M | 减持 |
| 19 | ABT | ABBOTT LABORATORIES | $85.9M | 1.81% | 947,115 | 减持 |
| 20 | SYK | STRYKER CORPORATION | $84.5M | 1.78% | 268,461 | 增持 |
| 21 | MDT | MEDTRONIC PLC | $77.8M | 1.64% | 994,233 | 增持 |
| 22 | IONS | IONIS PHARMACEUTICALS INC | $77.1M | 1.62% | 972,258 | 减持 |
| 23 | ELVN | ENLIVEN THERAPEUTICS INC | $75.6M | 1.59% | 1.5M | 减持 |
| 24 | VERA | VERA THERAPEUTICS INC | $73.4M | 1.54% | 1.7M | 增持 |
| 25 | JBIO | JADE BIOSCIENCES INC | $67.9M | 1.43% | 3.1M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR