Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2023/11/8 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 632,794 | $9,220 萬 | 9.0% | −11,872−1.8% | 減碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 310,834 | $7,324 萬 | 7.2% | +18,600+6.4% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 889,583 | $7,095 萬 | 6.9% | +279,644+45.8% | 加碼 | 歷史 |
| GSKGSK plc | SPONSORED ADR | 1,594,121 | $6,991 萬 | 6.8% | +334,959+26.6% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,020,329 | $6,741 萬 | 6.6% | +275,066+36.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 179,659 | $4,559 萬 | 4.5% | +19,891+12.4% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 879,460 | $4,400 萬 | 4.3% | +879,460 | 新進 | 歷史 |
| AVTRAvantor, Inc. | COM | 1,120,175 | $3,484 萬 | 3.4% | +124,943+12.6% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,510,702 | $3,392 萬 | 3.3% | +367,100+8.9% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 8,060,859 | $3,023 萬 | 3.0% | +934,148+13.1% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 356,067 | $2,645 萬 | 2.6% | +356,067 | 新進 | – |
| NVSTEnvista Holdings Corp | COM | 659,094 | $2,540 萬 | 2.5% | +89,743+15.8% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 101,414 | $2,068 萬 | 2.0% | +23,411+30.0% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 42,785 | $2,065 萬 | 2.0% | +10,334+31.8% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 13,284,894 | $1,979 萬 | 1.9% | +4,304,749+47.9% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 233,647 | $1,977 萬 | 1.9% | +114,477+96.1% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 994,362 | $1,913 萬 | 1.9% | +994,362 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 49,136 | $1,862 萬 | 1.8% | +25,994+112.3% | 加碼 | 歷史 |
| FATEFate Therapeutics Inc | COM | 726,586 | $1,800 萬 | 1.8% | +270,527+59.3% | 加碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 5,494,280 | $1,747 萬 | 1.7% | +2,783+0.1% | 加碼 | 歷史 |
| ABMDAbiomed Inc | COM | 69,297 | $1,715 萬 | 1.7% | +69,297 | 新進 | 歷史 |
| NTRANatera, Inc. | COM | 475,655 | $1,686 萬 | 1.6% | +475,655 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 406,375 | $1,639 萬 | 1.6% | +193,172+90.6% | 加碼 | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 256,268 | $1,517 萬 | 1.5% | +256,268 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 552,388 | $1,489 萬 | 1.5% | −84,065−13.2% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 465,911 | $1,417 萬 | 1.4% | +55,890+13.6% | 加碼 | 歷史 |
| RCMR1 RCM Inc. | COM | 590,819 | $1,238 萬 | 1.2% | −770,687−56.6% | 減碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 425,364 | $1,208 萬 | 1.2% | +425,364 | 新進 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 180,053 | $1,189 萬 | 1.2% | +180,053 | 新進 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 78,987 | $1,152 萬 | 1.1% | +26,116+49.4% | 加碼 | 歷史 |
| MASS908 Devices Inc. | COM | 470,444 | $968.6 萬 | 0.9% | +253,295+116.6% | 加碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 2,099,708 | $915.5 萬 | 0.9% | +722,218+52.4% | 加碼 | 歷史 |
| QGENQiagen N.V. | SHS NEW | 189,907 | $896.4 萬 | 0.9% | −2,792−1.4% | 減碼 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 220,390 | $796.9 萬 | 0.8% | +1040.0% | 加碼 | – |
| HQYHealthequity, Inc. | COM | 127,043 | $779.9 萬 | 0.8% | −17,097−11.9% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 287,806 | $651.6 萬 | 0.6% | +210,957+274.5% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 35,266 | $650.2 萬 | 0.6% | −3,493−9.0% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 11,170 | $523.7 萬 | 0.5% | +11,170 | 新進 | 歷史 |
| Radius Health, Inc.750469207 | COM NEW | 502,587 | $521.2 萬 | 0.5% | +200,415+66.3% | 加碼 | – |
| VRDNViridian Therapeutics, Inc. | COM | 445,592 | $515.5 萬 | 0.5% | +289,849+186.1% | 加碼 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 478,245 | $513.6 萬 | 0.5% | +478,245 | 新進 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 1,435,077 | $409.0 萬 | 0.4% | +10,427+0.7% | 加碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 468,303 | $392.0 萬 | 0.4% | +93,580+25.0% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 182,717 | $370.9 萬 | 0.4% | +68,552+60.0% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 86,311 | $319.5 萬 | 0.3% | −72,495−45.7% | 減碼 | 歷史 |
| Affimed N VN01045108 | COM | 1,130,761 | $313.2 萬 | 0.3% | +1,130,761 | 新進 | – |
| AAgilent Technologies, Inc. | COM | 20,264 | $240.7 萬 | 0.2% | +1,009+5.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 8,591 | $172.4 萬 | 0.2% | +428+5.2% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 10,293 | $146.4 萬 | 0.1% | +505+5.2% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 6,024 | $130.7 萬 | 0.1% | −53,546−89.9% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 5,354 | $125.5 萬 | 0.1% | −32,556−85.9% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 100,817 | $124.2 萬 | 0.1% | −50,000−33.2% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 5,587 | $121.1 萬 | 0.1% | −41,229−88.1% | 減碼 | 歷史 |
| DXCMDexcom Inc | COM | 14,468 | $107.8 萬 | 0.1% | −99,148−87.3% | 減碼依 4 比 1 拆股換算 | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 38,342 | $107.7 萬 | 0.1% | −61,845−61.7% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 5,693 | $92.5 萬 | 0.1% | −30,828−84.4% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 147,165 | $90.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MASIMasimo Corp | COM | 5,984 | $78.2 萬 | 0.1% | −202,986−97.1% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 7,772 | $73.5 萬 | 0.1% | +1,936+33.2% | 加碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 3,300 | $63.1 萬 | 0.1% | +3,300 | 新進 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $45.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 15,209 | $31.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 59,065 | $14.4 萬 | <0.1% | −54,943−48.2% | 減碼 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $6.36 萬 | <0.1% | +31,172 | 新進 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $6.01 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（11 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 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $1.75 億 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $7,568 萬 | – |
| GSKGSK plc | SPONSORED ADR | – | $6,763 萬 |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $1,984 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $1,930 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $846.8 萬 | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $163.4 萬 | $516.6 萬 |
| MRKMerck & Co., Inc. | Stock | – | $444.0 萬 |
| ARK Innovation ETF00214Q104 | ETF | $358.9 萬 | – |
| CYHCommunity Health Systems Inc | COM | – | $75.0 萬 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $69.9 萬 |
2022 年第 1 季之後清倉（24 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 417,172 | $4,896 萬 | 4.5% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 111,440 | $2,793 萬 | 2.6% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 470,506 | $2,161 萬 | 2.0% | – |
| MCKMcKesson Corp | Stock | 52,375 | $1,607 萬 | 1.5% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 280,695 | $975.4 萬 | 0.9% | 歷史 |
| OCDXOrtho Clinical Diagnostics Holdings plc | ORD SHS | 445,059 | $830.5 萬 | 0.8% | 歷史 |
| SYNHSyneos Health, Inc. | CL A | 81,416 | $659.1 萬 | 0.6% | 歷史 |
| EXELExelixis, Inc. | COM | 203,156 | $460.6 萬 | 0.4% | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 27,047 | $425.9 萬 | 0.4% | 歷史 |
| KRTXKaruna Therapeutics, Inc. | COM | 15,934 | $202.0 萬 | 0.2% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,483 | $198.7 萬 | 0.2% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 371,540 | $154.9 萬 | 0.1% | 歷史 |
| ENSGEnsign Group, Inc | COM | 10,397 | $93.6 萬 | 0.1% | 歷史 |
| KODKodiak Sciences Inc. | COM | 91,200 | $70.4 萬 | 0.1% | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM | 280,000 | $57.7 萬 | 0.1% | 歷史 |
| SPROSpero Therapeutics, Inc. | COM | 59,639 | $51.9 萬 | <0.1% | 歷史 |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 237,086 | $48.8 萬 | <0.1% | 歷史 |
| SRGASurgalign Holdings, Inc. | COM | 1,573,802 | $47.9 萬 | <0.1% | 歷史 |
| TECHBIO-TECHNE Corp | COM | 1,062 | $46.0 萬 | <0.1% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 370,170 | $41.5 萬 | <0.1% | 歷史 |
| KRSAKorsana Biosciences, Inc. | COM | 371,955 | $41.3 萬 | <0.1% | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 295,369 | $39.0 萬 | <0.1% | 歷史 |
| ORTXOrchard Therapeutics plc | ADS | 419,581 | $29.9 萬 | <0.1% | 歷史 |
| CLVSClovis Oncology, Inc. | COM | 30,000 | $6.06 萬 | <0.1% | 歷史 |