Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/11/8 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GSKGSK plc | ADR | 3,490,457 | $1.24 億 | 11.8% | +551,387+18.8% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,064,446 | $1.21 億 | 11.5% | −205,145−16.2% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 2,685,959 | $1.08 億 | 10.3% | +1,260,357+88.4% | 加碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 1,603,348 | $7,765 萬 | 7.4% | +607,313+61.0% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 232,787 | $6,474 萬 | 6.2% | −22,439−8.8% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 162,571 | $4,319 萬 | 4.1% | +250.0% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,712,597 | $4,298 萬 | 4.1% | +649,662+16.0% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,620,713 | $4,125 萬 | 3.9% | +409,279+33.8% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 137,348 | $3,803 萬 | 3.6% | +77,204+128.4% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 691,677 | $3,113 萬 | 3.0% | +691,677 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 140,067 | $2,832 萬 | 2.7% | +33,065+30.9% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 558,774 | $2,490 萬 | 2.4% | −67,598−10.8% | 減碼 | 歷史 |
| NVSTEnvista Holdings Corp | COM | 642,405 | $2,163 萬 | 2.1% | +9,404+1.5% | 加碼 | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 216,087 | $1,794 萬 | 1.7% | +116,087+116.1% | 加碼 | – |
| CNCCentene Corp | Stock | 214,561 | $1,760 萬 | 1.7% | +23,253+12.2% | 加碼 | 歷史 |
| HLNHaleon plc | ADR | 1,881,470 | $1,505 萬 | 1.4% | +1,881,470 | 新進 | 歷史 |
| Anthem Inc036752903 | CALL | 28,042 | $1,438 萬 | 1.4% | +28,042 | 新進 | – |
| ICLRIcon PLC | COM | 66,693 | $1,296 萬 | 1.2% | +56,481+553.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 600,200 | $1,266 萬 | 1.2% | +525,748+706.2% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 254,586 | $1,242 萬 | 1.2% | +254,586 | 新進 | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 2,200,999 | $1,233 萬 | 1.2% | +265,174+13.7% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 275,704 | $1,087 萬 | 1.0% | +16,092+6.2% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 20,911 | $1,073 萬 | 1.0% | −3,661−14.9% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 880,487 | $1,011 萬 | 1.0% | +880,487 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 57,004 | $965.1 萬 | 0.9% | +53,363+1,465.6% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 240,975 | $910.2 萬 | 0.9% | +39,142+19.4% | 加碼 | 歷史 |
| MODNModel N, Inc. | COM | 217,880 | $883.7 萬 | 0.8% | +217,880 | 新進 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 2,001,994 | $864.9 萬 | 0.8% | −6,839,610−77.4% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 178,453 | $855.7 萬 | 0.8% | +178,453 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 1,290,913 | $822.3 萬 | 0.8% | −110,530−7.9% | 減碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 154,796 | $800.5 萬 | 0.8% | +154,796 | 新進 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 411,308 | $795.9 萬 | 0.8% | +255,179+163.4% | 加碼 | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 350,747 | $750.9 萬 | 0.7% | +350,747 | 新進 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 225,462 | $654.7 萬 | 0.6% | +2,079+0.9% | 加碼 | – |
| PBYIPuma Biotechnology, Inc. | COM | 1,507,663 | $637.7 萬 | 0.6% | +1,958+0.1% | 加碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 713,774 | $536.0 萬 | 0.5% | +713,774 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 63,996 | $514.0 萬 | 0.5% | +63,996 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 146,129 | $397.5 萬 | 0.4% | −25,352−14.8% | 減碼 | 歷史 |
| Amarin Corp PLC023111906 | CALL | 3,284,114 | $397.4 萬 | 0.4% | +3,284,114 | 新進 | – |
| MRUSMerus N.V. | COM | 184,556 | $285.5 萬 | 0.3% | −92,117−33.3% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 91,252 | $267.4 萬 | 0.3% | +91,252 | 新進 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 137,423 | $265.6 萬 | 0.3% | −156,680−53.3% | 減碼 | 歷史 |
| CABACabaletta Bio, Inc. | COM | 282,874 | $261.7 萬 | 0.2% | −277,592−49.5% | 減碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 185,595 | $257.6 萬 | 0.2% | +185,595 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 10,889 | $223.1 萬 | 0.2% | +2,592+31.2% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 11,878 | $178.0 萬 | 0.2% | −9,643−44.8% | 減碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 830,960 | $165.4 萬 | 0.2% | −3,859,852−82.3% | 減碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 86,873 | $159.8 萬 | 0.2% | −1,529−1.7% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 11,178 | $156.7 萬 | 0.1% | +248+2.3% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 16,635 | $137.9 萬 | 0.1% | +16,635 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 3,476 | $131.7 萬 | 0.1% | −26−0.7% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $130.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 19,475 | $121.1 萬 | 0.1% | +12,532+180.5% | 加碼 | 歷史 |
| GOCOGoHealth, Inc. | CL A NEW | 50,522 | $52.8 萬 | 0.1% | +50,522 | 新進 | 歷史 |
| FATEFate Therapeutics Inc | COM | 43,562 | $44.0 萬 | <0.1% | −97,996−69.2% | 減碼 | 歷史 |
| Affimed N VN01045108 | COM | 330,224 | $40.9 萬 | <0.1% | −1,557,775−82.5% | 減碼 | – |
| GOSSGossamer Bio, Inc. | COM | 154,212 | $33.5 萬 | <0.1% | −394,219−71.9% | 減碼 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $30.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $25.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 67,743 | $15.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 11,791 | $14.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $4.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（6 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。
2022 年第 3 季之後清倉（14 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 637,139 | $9,632 萬 | 11.4% | 歷史 |
| ELVElevance Health, Inc. | Stock | 33,040 | $1,501 萬 | 1.8% | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 206,893 | $1,455 萬 | 1.7% | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 11,962,744 | $1,304 萬 | 1.5% | 歷史 |
| ABMDAbiomed Inc | COM | 52,970 | $1,301 萬 | 1.5% | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 478,387 | $981.2 萬 | 1.2% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 160,000 | $408.5 萬 | 0.5% | 歷史 |
| AERIAerie Pharmaceuticals Inc | COM | 256,289 | $387.8 萬 | 0.5% | 歷史 |
| PNTPOINT Biopharma Global Inc. | COM | 410,052 | $317.0 萬 | 0.4% | 歷史 |
| MASS908 Devices Inc. | COM | 130,768 | $215.1 萬 | 0.3% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 9,125 | $171.0 萬 | 0.2% | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 7,233 | $148.1 萬 | 0.2% | 歷史 |
| MISTMilestone Pharmaceuticals Inc. | COM | 126,826 | $116.6 萬 | 0.1% | 歷史 |
| THRDThird Harmonic Bio, Inc. | COM | 10,000 | $19.0 萬 | <0.1% | 歷史 |