Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2023/11/8 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 76
- 較 2021 年第 4 季 −14
- 總值
- $10.9 億
- 較 2021 年第 4 季 −$1.15 億 (−9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CYHCommunity Health Systems Inc | COM | 7,126,711 | $8,459 萬 | 7.8% | +737,173+11.5% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 644,666 | $7,644 萬 | 7.0% | +329,537+104.6% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 609,939 | $6,417 萬 | 5.9% | −223,811−26.8% | 減碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 1,259,162 | $5,553 萬 | 5.1% | +691,957+122.0% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 292,234 | $5,243 萬 | 4.8% | −99,686−25.4% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 745,263 | $4,944 萬 | 4.6% | −203,961−21.5% | 減碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 417,172 | $4,896 萬 | 4.5% | +13,494+3.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 159,768 | $4,690 萬 | 4.3% | −10,285−6.0% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,143,602 | $3,891 萬 | 3.6% | +1,842,104+80.0% | 加碼 | 歷史 |
| RCMR1 RCM Holdco Inc. | COM | 1,361,506 | $3,643 萬 | 3.4% | +628,374+85.7% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 995,232 | $3,366 萬 | 3.1% | −130,233−11.6% | 減碼 | 歷史 |
| MASIMasimo Corp | COM | 208,970 | $3,041 萬 | 2.8% | +208,970 | 新進 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 8,980,145 | $2,954 萬 | 2.7% | −1,593,157−15.1% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 111,440 | $2,793 萬 | 2.6% | +62,346+127.0% | 加碼 | 歷史 |
| NVSTEnvista Holdings Corp | COM | 569,351 | $2,773 萬 | 2.6% | −279,947−33.0% | 減碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 5,491,497 | $2,290 萬 | 2.1% | −949,075−14.7% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 636,453 | $2,168 萬 | 2.0% | +43,975+7.4% | 加碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 470,506 | $2,161 萬 | 2.0% | −193,978−29.2% | 減碼 | – |
| FATEFate Therapeutics Inc | COM | 456,059 | $1,768 萬 | 1.6% | +201,269+79.0% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 78,003 | $1,643 萬 | 1.5% | +44,962+136.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 52,375 | $1,607 萬 | 1.5% | −83,736−61.5% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 32,451 | $1,594 萬 | 1.5% | −1,843−5.4% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 28,404 | $1,453 萬 | 1.3% | +22,003+343.7% | 加碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 213,203 | $1,412 萬 | 1.3% | +112,869+112.5% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 59,570 | $1,377 萬 | 1.3% | +34,952+142.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 38,759 | $1,354 萬 | 1.2% | +38,759 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 410,021 | $1,253 萬 | 1.2% | +200,502+95.7% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 46,816 | $1,139 萬 | 1.0% | −5,051−9.7% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 119,170 | $1,003 萬 | 0.9% | −105,443−46.9% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 37,910 | $999.5 萬 | 0.9% | −7,612−16.7% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 1,377,490 | $989.0 萬 | 0.9% | −70,408−4.9% | 減碼 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 280,695 | $975.4 萬 | 0.9% | +15,000+5.6% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 144,140 | $972.1 萬 | 0.9% | −189,212−56.8% | 減碼 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 220,286 | $953.0 萬 | 0.9% | +39,135+21.6% | 加碼 | – |
| QGENQiagen N.V. | SHS NEW | 192,699 | $944.2 萬 | 0.9% | +30,165+18.6% | 加碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 52,871 | $863.3 萬 | 0.8% | −17,369−24.7% | 減碼 | 歷史 |
| OCDXOrtho Clinical Diagnostics Holdings plc | ORD SHS | 445,059 | $830.5 萬 | 0.8% | −441,081−49.8% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 23,142 | $729.7 萬 | 0.7% | +1,646+7.7% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 36,521 | $686.9 萬 | 0.6% | +31,937+696.7% | 加碼 | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 81,416 | $659.1 萬 | 0.6% | −4,196−4.9% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 158,806 | $588.2 萬 | 0.5% | −225,983−58.7% | 減碼 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 100,187 | $462.3 萬 | 0.4% | +37,024+58.6% | 加碼 | 歷史 |
| EXELExelixis, Inc. | COM | 203,156 | $460.6 萬 | 0.4% | −332,544−62.1% | 減碼 | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 27,047 | $425.9 萬 | 0.4% | −46,122−63.0% | 減碼 | 歷史 |
| MASS908 Devices Inc. | COM | 217,149 | $412.8 萬 | 0.4% | +217,149 | 新進 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 1,424,650 | $410.3 萬 | 0.4% | +306,752+27.4% | 加碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 374,723 | $325.3 萬 | 0.3% | +334,813+838.9% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 155,743 | $288.0 萬 | 0.3% | −38,846−20.0% | 減碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 114,165 | $282.4 萬 | 0.3% | −68,447−37.5% | 減碼 | 歷史 |
| Radius Health, Inc.750469207 | COM NEW | 302,172 | $266.8 萬 | 0.2% | +302,172 | 新進 | – |
| WHWKWhitehawk Therapeutics, Inc. | COM | 150,817 | $255.9 萬 | 0.2% | +150,817 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 19,255 | $254.8 萬 | 0.2% | −176−0.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,163 | $246.3 萬 | 0.2% | −1,662−16.9% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 76,849 | $203.2 萬 | 0.2% | +57,849+304.5% | 加碼 | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 15,934 | $202.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,483 | $198.7 萬 | 0.2% | −9,973−51.3% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 9,788 | $170.8 萬 | 0.2% | −21,081−68.3% | 減碼 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 371,540 | $154.9 萬 | 0.1% | −30,000−7.5% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 147,165 | $94.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENSGEnsign Group, Inc | COM | 10,397 | $93.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 5,836 | $80.7 萬 | 0.1% | +1,311+29.0% | 加碼 | 歷史 |
| KODKodiak Sciences Inc. | COM | 91,200 | $70.4 萬 | 0.1% | +91,200 | 新進 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM | 280,000 | $57.7 萬 | 0.1% | −30,000−9.7% | 減碼 | 歷史 |
| SPROSpero Therapeutics, Inc. | COM | 59,639 | $51.9 萬 | <0.1% | +59,639 | 新進 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 15,209 | $50.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $49.8 萬 | <0.1% | −28,791−18.8% | 減碼 | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 237,086 | $48.8 萬 | <0.1% | −111,630−32.0% | 減碼 | 歷史 |
| SRGASurgalign Holdings, Inc. | COM | 1,573,802 | $47.9 萬 | <0.1% | −344,941−18.0% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,062 | $46.0 萬 | <0.1% | +1,062 | 新進 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 114,008 | $44.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 370,170 | $41.5 萬 | <0.1% | +110,700+42.7% | 加碼 | 歷史 |
| KRSAKorsana Biosciences, Inc. | COM | 371,955 | $41.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 295,369 | $39.0 萬 | <0.1% | −9,620−3.2% | 減碼 | 歷史 |
| ORTXOrchard Therapeutics plc | ADS | 419,581 | $29.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $11.5 萬 | <0.1% | +579+0.6% | 加碼 | 歷史 |
| CLVSClovis Oncology, Inc. | COM | 30,000 | $6.06 萬 | <0.1% | +30,000 | 新進 | 歷史 |
選擇權（10 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| GSKGSK plc | SPONSORED ADR | – | $6,768 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $6,526 萬 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $3,797 萬 |
| BIIBBiogen Inc. | COM | – | $2,948 萬 |
| iShares Inc46434G772 | MSCI TAIWAN ETF | $614.5 萬 | – |
| MRKMerck & Co., Inc. | Stock | – | $399.6 萬 |
| PGNYProgyny, Inc. | COM | $257.0 萬 | – |
| KODKodiak Sciences Inc. | COM | $139.9 萬 | – |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $87.2 萬 |
| iShares Russell 2000 Growth ETF464287648 | ETF | $43.5 萬 | – |
2021 年第 4 季之後清倉（23 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HUMHumana Inc | Stock | 27,382 | $1,272 萬 | 1.1% | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 231,787 | $1,213 萬 | 1.0% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 119,118 | $1,127 萬 | 0.9% | – |
| MGLNMagellan Health Inc | COM NEW | 104,700 | $994.5 萬 | 0.8% | 歷史 |
| NTRANatera, Inc. | COM | 102,071 | $953.2 萬 | 0.8% | 歷史 |
| ZGNXZogenix, Inc. | COM NEW | 550,966 | $895.3 萬 | 0.7% | 歷史 |
| PODDInsulet Corp | Stock | 30,172 | $802.8 萬 | 0.7% | 歷史 |
| CERNCERNER Corp | COM | 77,543 | $722.2 萬 | 0.6% | 歷史 |
| SIBNSI-BONE, Inc. | COM | 258,094 | $573.2 萬 | 0.5% | 歷史 |
| NVRONevro Corp | COM | 66,074 | $535.7 萬 | 0.4% | 歷史 |
| AUPHAurinia Pharmaceuticals Inc. | COM | 201,384 | $460.6 萬 | 0.4% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 87,795 | $367.9 萬 | 0.3% | 歷史 |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 797,694 | $314.3 萬 | 0.3% | 歷史 |
| Curevac N VN2451R105 | COM | 85,017 | $291.7 萬 | 0.2% | – |
| GRTSGritstone bio, Inc. | COM | 170,125 | $218.8 萬 | 0.2% | 歷史 |
| MRTXMirati Therapeutics, Inc. | COM | 14,840 | $217.7 萬 | 0.2% | 歷史 |
| SNYSanofi | SPONSORED ADR | 38,672 | $193.7 萬 | 0.2% | 歷史 |
| ESTAEstablishment Labs Holdings Inc. | COM | 25,137 | $169.9 萬 | 0.1% | 歷史 |
| MYOMyomo, Inc. | COM NEW | 150,000 | $102.7 萬 | 0.1% | 歷史 |
| VCRAVocera Communications, Inc. | COM | 14,970 | $97.1 萬 | 0.1% | 歷史 |
| LogicBio Therapeutics, Inc.54142F102 | COM | 291,101 | $67.2 萬 | 0.1% | – |
| BKDBrookdale Senior Living Inc. | COM | 79,146 | $40.8 萬 | <0.1% | 歷史 |
| FSTXF-star Therapeutics, Inc. | COM | 49,933 | $25.1 萬 | <0.1% | 歷史 |