Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/11/8 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 58
- 較 2022 年第 4 季 −4
- 總值
- $11.1 億
- 較 2022 年第 4 季 +$6,089 萬 (+5.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,819,770 | $1.57 億 | 14.1% | +133,811+5.0% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 3,731,499 | $1.34 億 | 12.0% | +241,042+6.9% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 819,124 | $8,940 萬 | 8.0% | −245,322−23.0% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 6,194,572 | $5,482 萬 | 4.9% | +1,481,975+31.4% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 222,107 | $4,974 萬 | 4.5% | −10,680−4.6% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,209,057 | $4,666 萬 | 4.2% | +588,344+36.3% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 9,082,305 | $4,450 萬 | 4.0% | +7,080,311+353.7% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 153,774 | $4,275 萬 | 3.8% | +16,426+12.0% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 170,537 | $3,966 萬 | 3.6% | +30,470+21.8% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 4,520,724 | $3,770 萬 | 3.4% | +3,640,237+413.4% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 573,609 | $3,769 萬 | 3.4% | −118,068−17.1% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 148,685 | $3,751 萬 | 3.4% | −13,886−8.5% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 689,676 | $2,481 萬 | 2.2% | +130,902+23.4% | 加碼 | 歷史 |
| Amarin Corp PLC023111906 | CALL | 14,612,757 | $2,192 萬 | 2.0% | +11,328,643+345.0% | 加碼 | – |
| CNCCentene Corp | Stock | 288,426 | $1,823 萬 | 1.6% | +73,865+34.4% | 加碼 | 歷史 |
| Amedisys Inc023436908 | CALL | 224,263 | $1,649 萬 | 1.5% | +224,263 | 新進 | – |
| ICLRIcon PLC | COM | 76,788 | $1,640 萬 | 1.5% | +10,095+15.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 717,614 | $1,517 萬 | 1.4% | +117,414+19.6% | 加碼 | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 2,536,665 | $1,438 萬 | 1.3% | +335,666+15.3% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 188,659 | $1,400 萬 | 1.3% | +172,024+1,034.1% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,788,529 | $1,388 萬 | 1.2% | +1,377,221+334.8% | 加碼 | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 218,726 | $1,184 萬 | 1.1% | +218,726 | 新進 | 歷史 |
| EHTHeHealth, Inc. | COM | 1,234,283 | $1,155 萬 | 1.0% | +1,234,283 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 483,098 | $1,132 萬 | 1.0% | +336,969+230.6% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 299,050 | $1,121 萬 | 1.0% | +120,597+67.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 22,762 | $1,107 萬 | 1.0% | +1,851+8.9% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 303,369 | $1,084 萬 | 1.0% | +62,394+25.9% | 加碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 47,577 | $1,032 萬 | 0.9% | +47,577 | 新進 | 歷史 |
| Anthem Inc036752903 | CALL | 20,615 | $947.9 萬 | 0.9% | −7,427−26.5% | 減碼 | – |
| THCTenet Healthcare Corp | COM NEW | 141,892 | $843.1 萬 | 0.8% | −112,694−44.3% | 減碼 | 歷史 |
| MODNModel N, Inc. | COM | 241,870 | $809.5 萬 | 0.7% | +23,990+11.0% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 27,909 | $735.9 萬 | 0.7% | +27,909 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 203,272 | $727.5 萬 | 0.7% | −72,432−26.3% | 減碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 5,183,046 | $720.4 萬 | 0.6% | +4,352,086+523.7% | 加碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 421,974 | $602.6 萬 | 0.5% | +421,974 | 新進 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 1,938,088 | $598.9 萬 | 0.5% | +430,425+28.5% | 加碼 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 245,267 | $596.5 萬 | 0.5% | +19,805+8.8% | 加碼 | – |
| ZLABZai Lab Ltd | ADR | 171,999 | $572.1 萬 | 0.5% | +171,999 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 724,406 | $500.6 萬 | 0.4% | −566,507−43.9% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,416 | $286.7 萬 | 0.3% | +3,527+32.4% | 加碼 | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 26,409 | $257.8 萬 | 0.2% | +6,934+35.6% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 185,595 | $253.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRUSMerus N.V. | COM | 129,056 | $237.5 萬 | 0.2% | −55,500−30.1% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 11,668 | $219.4 萬 | 0.2% | +11,668 | 新進 | 歷史 |
| GOCOGoHealth, Inc. | CL A NEW | 125,053 | $203.6 萬 | 0.2% | +74,531+147.5% | 加碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 89,950 | $189.9 萬 | 0.2% | +3,077+3.5% | 加碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 221,551 | $187.4 萬 | 0.2% | −492,223−69.0% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 13,110 | $181.4 萬 | 0.2% | +1,232+10.4% | 加碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 1,352,065 | $170.4 萬 | 0.2% | +1,197,853+776.8% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 12,335 | $164.4 萬 | 0.1% | +1,157+10.4% | 加碼 | 歷史 |
| PRTKParatek Pharmaceuticals, Inc. | COM | 638,474 | $162.2 萬 | 0.1% | +638,474 | 新進 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 3,836 | $142.9 萬 | 0.1% | +360+10.4% | 加碼 | 歷史 |
| Affimed N VN01045108 | COM | 1,883,784 | $140.5 萬 | 0.1% | +1,553,560+470.5% | 加碼 | – |
| JBIOJade Biosciences, Inc. | COM | 50,242 | $101.3 萬 | 0.1% | −41,010−44.9% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 5,656 | $95.2 萬 | 0.1% | −51,348−90.1% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $73.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 45,856 | $60.8 萬 | 0.1% | +45,856 | 新進 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $29.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（4 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 4 季之後清倉（14 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 1,603,348 | $7,765 萬 | 7.4% | 歷史 |
| NVSTEnvista Holdings Corp | COM | 642,405 | $2,163 萬 | 2.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 216,087 | $1,794 萬 | 1.7% | – |
| HLNHaleon plc | ADR | 1,881,470 | $1,505 萬 | 1.4% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 154,796 | $800.5 萬 | 0.8% | 歷史 |
| ISEEIVERIC bio, Inc. | COM | 350,747 | $750.9 萬 | 0.7% | 歷史 |
| INCYIncyte Corp | COM | 63,996 | $514.0 萬 | 0.5% | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 137,423 | $265.6 萬 | 0.3% | 歷史 |
| CABACabaletta Bio, Inc. | COM | 282,874 | $261.7 萬 | 0.2% | 歷史 |
| FATEFate Therapeutics Inc | COM | 43,562 | $44.0 萬 | <0.1% | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $30.5 萬 | <0.1% | 歷史 |
| ELDNEledon Pharmaceuticals, Inc. | COM | 67,743 | $15.4 萬 | <0.1% | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 11,791 | $14.7 萬 | <0.1% | 歷史 |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $4.05 萬 | <0.1% | 歷史 |