Tekla Capital Management LLC 13F 持仓 · 最近申报 2023年Q2
Tekla Capital Management 在 2023年Q2（报告期截至 2023-06-30）的 SEC 13F 申报中报告了 164 只证券，申报市值合计 25.55 亿美元。前几大持仓：AMGN（5.36%）、JNJ（4.68%）、GILD（4.63%）。本季前 25 大持仓中：增持 9 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc. | $136.9M | 5.36% | 616,539 | 增持 |
| 2 | JNJ | Johnson & Johnson | $119.5M | 4.68% | 721,779 | 持平 |
| 3 | GILD | Gilead Sciences, Inc. | $118.2M | 4.63% | 1.5M | 减持 |
| 4 | REGN | Regeneron Pharmaceuticals, Inc. | $116.0M | 4.54% | 161,418 | 增持 |
| 5 | VRTX | Vertex Pharmaceuticals Inc. | $111.9M | 4.38% | 318,043 | 减持 |
| 6 | LLY | Eli Lilly and Company | $100.1M | 3.92% | 213,352 | 减持 |
| 7 | UNH | Unitedhealth Group Inc. | $99.5M | 3.89% | 206,961 | 减持 |
| 8 | MRK | Merck & Co., Inc. | $84.0M | 3.29% | 728,154 | 增持 |
| 9 | ABBV | AbbVie Inc. | $73.5M | 2.88% | 545,629 | 增持 |
| 10 | BIIB | Biogen Inc. | $70.6M | 2.76% | 247,943 | 增持 |
| 11 | AZN | AstraZeneca PLC | $69.9M | 2.74% | 976,676 | 减持 |
| 12 | ILMN | Illumina, Inc. | $63.2M | 2.47% | 336,979 | 减持 |
| 13 | ABT | Abbott Laboratories | $60.2M | 2.36% | 552,455 | 减持 |
| 14 | PFE | Pfizer Inc. | $59.6M | 2.33% | 1.6M | 减持 |
| 15 | TMO | Thermo Fisher Scientific Inc. | $51.6M | 2.02% | 98,987 | 增持 |
| 16 | ELV | Elevance Health, Inc. | $50.7M | 1.98% | 114,070 | 持平 |
| 17 | MRNA | Moderna, Inc. | $41.8M | 1.63% | 343,695 | 增持 |
| 18 | BSX | Boston Scientific Corp. | $35.6M | 1.39% | 657,790 | 增持 |
| 19 | DHR | Danaher Corp. | $34.3M | 1.34% | 142,813 | 增持 |
| 20 | MDT | Medtronic plc | $30.3M | 1.19% | 344,417 | 减持 |
| 21 | BMY | Bristol-Myers Squibb Company | $29.3M | 1.15% | 458,498 | 减持 |
| 22 | DXCM | Dexcom, Inc. | $29.4M | 1.15% | 228,747 | 持平 |
| 23 | IDXX | IDEXX Laboratories, Inc. | $29.4M | 1.15% | 58,595 | 持平 |
| 24 | ISRG | Intuitive Surgical, Inc. | $28.7M | 1.12% | 83,980 | 减持 |
| 25 | ALNY | Alnylam Pharmaceuticals, Inc. | $27.2M | 1.06% | 143,214 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-06-30
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