Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2023/11/8 申報。只含多頭部位，變化是跟 2022 年第 2 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 | 637,139 | $9,632 萬 | 11.4% | +4,345+0.7% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 2,939,070 | $8,727 萬 | 10.4% | +2,939,070 | 新進 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,269,591 | $7,857 萬 | 9.3% | +380,008+42.7% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 1,425,602 | $6,247 萬 | 7.4% | +949,947+199.7% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 255,226 | $5,344 萬 | 6.3% | −55,608−17.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 162,546 | $4,202 萬 | 5.0% | −17,113−9.5% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 996,035 | $3,787 萬 | 4.5% | +116,575+13.3% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,062,935 | $3,279 萬 | 3.9% | −447,767−9.9% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,211,434 | $2,911 萬 | 3.5% | +217,072+21.8% | 加碼 | 歷史 |
| NVSTEnvista Holdings Corp | COM | 633,001 | $2,077 萬 | 2.5% | −26,093−4.0% | 減碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 107,002 | $2,041 萬 | 2.4% | +71,736+203.4% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 8,841,604 | $1,901 萬 | 2.3% | +780,745+9.7% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 626,372 | $1,761 萬 | 2.1% | +73,984+13.4% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 60,144 | $1,606 萬 | 1.9% | −41,270−40.7% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 33,040 | $1,501 萬 | 1.8% | −9,745−22.8% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 191,308 | $1,489 萬 | 1.8% | −42,339−18.1% | 減碼 | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 206,893 | $1,455 萬 | 1.7% | +26,840+14.9% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 11,962,744 | $1,304 萬 | 1.5% | −1,322,150−10.0% | 減碼 | 歷史 |
| ABMDAbiomed Inc | COM | 52,970 | $1,301 萬 | 1.5% | −16,327−23.6% | 減碼 | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 1,935,825 | $1,243 萬 | 1.5% | +1,935,825 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 24,572 | $1,194 萬 | 1.4% | +13,402+120.0% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 478,387 | $981.2 萬 | 1.2% | +32,795+7.4% | 加碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 4,690,812 | $947.5 萬 | 1.1% | −803,468−14.6% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 259,612 | $937.2 萬 | 1.1% | −206,299−44.3% | 減碼 | 歷史 |
| GHGuardant Health, Inc. | COM | 171,481 | $923.1 萬 | 1.1% | −234,894−57.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 201,833 | $892.7 萬 | 1.1% | +115,522+133.8% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 100,000 | $793.2 萬 | 0.9% | −256,067−71.9% | 減碼 | – |
| LQDALiquidia Corp | COM NEW | 1,401,443 | $762.4 萬 | 0.9% | −698,265−33.3% | 減碼 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 223,383 | $669.7 萬 | 0.8% | +2,993+1.4% | 加碼 | – |
| GOSSGossamer Bio, Inc. | COM | 548,431 | $657.0 萬 | 0.8% | +80,128+17.1% | 加碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 294,103 | $614.4 萬 | 0.7% | +294,103 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 276,673 | $554.2 萬 | 0.7% | −11,133−3.9% | 減碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 160,000 | $408.5 萬 | 0.5% | −265,364−62.4% | 減碼 | 歷史 |
| Affimed N VN01045108 | COM | 1,887,999 | $388.9 萬 | 0.5% | +757,238+67.0% | 加碼 | – |
| AERIAerie Pharmaceuticals Inc | COM | 256,289 | $387.8 萬 | 0.5% | +256,289 | 新進 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 1,505,705 | $356.9 萬 | 0.4% | +70,628+4.9% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 156,129 | $332.7 萬 | 0.4% | +156,129 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 141,558 | $317.2 萬 | 0.4% | −585,028−80.5% | 減碼 | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 410,052 | $317.0 萬 | 0.4% | +410,052 | 新進 | 歷史 |
| AAgilent Technologies, Inc. | COM | 21,521 | $261.6 萬 | 0.3% | +1,257+6.2% | 加碼 | 歷史 |
| MASS908 Devices Inc. | COM | 130,768 | $215.1 萬 | 0.3% | −339,676−72.2% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 10,212 | $187.7 萬 | 0.2% | +4,625+82.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,125 | $171.0 萬 | 0.2% | +534+6.2% | 加碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 88,402 | $158.3 萬 | 0.2% | +88,402 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 8,297 | $150.3 萬 | 0.2% | +2,273+37.7% | 加碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 7,233 | $148.1 萬 | 0.2% | +1,879+35.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 74,452 | $145.9 萬 | 0.2% | −1,045,723−93.4% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $144.0 萬 | 0.2% | +1,101+1.1% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 10,930 | $131.5 萬 | 0.2% | +637+6.2% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 3,502 | $123.6 萬 | 0.1% | −45,634−92.9% | 減碼 | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 126,826 | $116.6 萬 | 0.1% | −20,339−13.8% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 3,641 | $68.1 萬 | 0.1% | −2,052−36.0% | 減碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 6,943 | $50.6 萬 | 0.1% | −829−10.7% | 減碼 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $39.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 560,466 | $36.4 萬 | <0.1% | +560,466 | 新進 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 11,791 | $19.1 萬 | <0.1% | −3,418−22.5% | 減碼 | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 10,000 | $19.0 萬 | <0.1% | +10,000 | 新進 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 67,743 | $18.7 萬 | <0.1% | +8,678+14.7% | 加碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $5.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $4.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（9 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 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $2.09 億 | – |
| GSKGSK plc | ADR | – | $6,162 萬 |
| BIIBBiogen Inc. | COM | $1,335 萬 | $990.6 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $713.9 萬 |
| MRKMerck & Co., Inc. | Stock | – | $419.4 萬 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $220.2 萬 |
| AMNAmn Healthcare Services Inc | COM | $201.3 萬 | – |
| CYHCommunity Health Systems Inc | COM | – | $67.3 萬 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | – | $61.3 萬 |
2022 年第 2 季之後清倉（14 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GSKGSK plc | SPONSORED ADR | 1,594,121 | $6,991 萬 | 6.8% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,020,329 | $6,741 萬 | 6.6% | 歷史 |
| TNDMTandem Diabetes Care Inc | COM NEW | 256,268 | $1,517 萬 | 1.5% | 歷史 |
| RCMR1 RCM Inc. | COM | 590,819 | $1,238 萬 | 1.2% | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 78,987 | $1,152 萬 | 1.1% | 歷史 |
| QGENQiagen N.V. | SHS NEW | 189,907 | $896.4 萬 | 0.9% | 歷史 |
| HQYHealthequity, Inc. | COM | 127,043 | $779.9 萬 | 0.8% | 歷史 |
| Radius Health, Inc.750469207 | COM NEW | 502,587 | $521.2 萬 | 0.5% | – |
| FOLDAmicus Therapeutics, Inc. | COM | 478,245 | $513.6 萬 | 0.5% | 歷史 |
| ANABAnaptysbio, Inc | COM | 182,717 | $370.9 萬 | 0.4% | 歷史 |
| DXCMDexcom Inc | COM | 14,468 | $107.8 萬 | 0.1% | 歷史 |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 38,342 | $107.7 萬 | 0.1% | 歷史 |
| MASIMasimo Corp | COM | 5,984 | $78.2 萬 | 0.1% | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 3,300 | $63.1 萬 | 0.1% | 歷史 |