Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/11/8 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 66
- 較 2023 年第 1 季 +8
- 總值
- $9.47 億
- 較 2023 年第 1 季 −$1.66 億 (−14.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,413,787 | $1.17 億 | 12.4% | −405,983−14.4% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 2,881,012 | $1.04 億 | 11.0% | −850,487−22.8% | 減碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 7,668,044 | $5,774 萬 | 6.1% | +1,473,472+23.8% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 260,398 | $5,748 萬 | 6.1% | +38,291+17.2% | 加碼 | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 475,310 | $4,889 萬 | 5.2% | −343,814−42.0% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,189,732 | $4,583 萬 | 4.8% | −19,325−0.9% | 減碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 7,277,856 | $3,202 萬 | 3.4% | −1,804,449−19.9% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 342,637 | $2,797 萬 | 3.0% | +153,978+81.6% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,740,951 | $2,794 萬 | 3.0% | −47,578−2.7% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 82,445 | $2,676 萬 | 2.8% | +82,445 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 785,740 | $2,666 萬 | 2.8% | +96,064+13.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 103,345 | $2,483 萬 | 2.6% | −45,340−30.5% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 80,725 | $2,450 萬 | 2.6% | +52,816+189.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 124,052 | $2,326 萬 | 2.5% | −46,485−27.3% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 71,726 | $1,795 萬 | 1.9% | −5,062−6.6% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,372,113 | $1,670 萬 | 1.8% | −2,148,611−47.5% | 減碼 | 歷史 |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 5,265,251 | $1,632 萬 | 1.7% | +82,205+1.6% | 加碼 | 歷史 |
| CTLTCatalent, Inc. | COM | 356,875 | $1,547 萬 | 1.6% | −216,734−37.8% | 減碼 | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 3,076,756 | $1,474 萬 | 1.6% | +540,091+21.3% | 加碼 | 歷史 |
| KRYSKrystal Biotech, Inc. | COM | 106,465 | $1,250 萬 | 1.3% | +106,465 | 新進 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 10,502,109 | $1,250 萬 | 1.3% | +10,502,109 | 新進 | 歷史 |
| Abcam PLC000380204 | ADS | 499,394 | $1,222 萬 | 1.3% | +499,394 | 新進 | – |
| CNCCentene Corp | Stock | 152,733 | $1,030 萬 | 1.1% | −135,693−47.0% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 241,572 | $991.2 萬 | 1.0% | −61,797−20.4% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 195,691 | $977.3 萬 | 1.0% | −103,359−34.6% | 減碼 | 歷史 |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 250,286 | $949.3 萬 | 1.0% | +5,019+2.0% | 加碼 | – |
| RGENRepligen Corp | COM | 66,067 | $934.6 萬 | 1.0% | +60,411+1,068.1% | 加碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,915,113 | $854.1 萬 | 0.9% | +1,915,113 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 692,369 | $823.2 萬 | 0.9% | +646,513+1,409.9% | 加碼 | 歷史 |
| MODNModel N, Inc. | COM | 223,168 | $789.1 萬 | 0.8% | −18,702−7.7% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 925,444 | $726.5 萬 | 0.8% | +201,038+27.8% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 171,378 | $659.8 萬 | 0.7% | −31,894−15.7% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 21,254 | $640.3 萬 | 0.7% | +21,254 | 新進 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 1,658,195 | $585.3 萬 | 0.6% | −279,893−14.4% | 減碼 | 歷史 |
| SWAVShockwave Medical, Inc. | COM | 20,138 | $574.8 萬 | 0.6% | −27,439−57.7% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 11,927 | $534.3 萬 | 0.6% | −10,835−47.6% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 431,622 | $530.0 萬 | 0.6% | +9,648+2.3% | 加碼 | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 56,449 | $514.3 萬 | 0.5% | +56,449 | 新進 | 歷史 |
| KURAKura Oncology, Inc. | COM | 450,622 | $476.8 萬 | 0.5% | +450,622 | 新進 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 18,748 | $421.4 萬 | 0.4% | +4,332+30.0% | 加碼 | 歷史 |
| EHTHeHealth, Inc. | COM | 503,079 | $404.5 萬 | 0.4% | −731,204−59.2% | 減碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 15,564 | $373.8 萬 | 0.4% | +3,896+33.4% | 加碼 | 歷史 |
| Curevac N VN2451R105 | COM | 357,342 | $372.4 萬 | 0.4% | +357,342 | 新進 | – |
| STROSutro Biopharma, Inc. | COM | 747,912 | $347.8 萬 | 0.4% | +747,912 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 131,226 | $345.5 萬 | 0.4% | +2,170+1.7% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 28,460 | $342.9 萬 | 0.4% | +15,350+117.1% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 114,659 | $316.7 萬 | 0.3% | +114,659 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 131,103 | $313.6 萬 | 0.3% | −54,492−29.4% | 減碼 | 歷史 |
| PRTKParatek Pharmaceuticals, Inc. | COM | 1,327,857 | $293.5 萬 | 0.3% | +689,383+108.0% | 加碼 | 歷史 |
| WATWaters Corp | COM | 10,928 | $291.3 萬 | 0.3% | +10,928 | 新進 | 歷史 |
| RVTYRevvity, Inc. | COM | 21,314 | $253.2 萬 | 0.3% | +8,979+72.8% | 加碼 | 歷史 |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 427,317 | $215.8 萬 | 0.2% | +427,317 | 新進 | 歷史 |
| GOCOGoHealth, Inc. | CL A NEW | 104,820 | $206.6 萬 | 0.2% | −20,233−16.2% | 減碼 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 89,950 | $169.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EOLSEvolus, Inc. | COM | 228,679 | $166.2 萬 | 0.2% | +7,128+3.2% | 加碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 4,154 | $161.9 萬 | 0.2% | +318+8.3% | 加碼 | 歷史 |
| ZLABZai Lab Ltd | ADR | 55,176 | $153.0 萬 | 0.2% | −116,823−67.9% | 減碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,315 | $102.9 萬 | 0.1% | +2,315 | 新進 | 歷史 |
| Affimed N VN01045108 | COM | 1,676,684 | $100.3 萬 | 0.1% | −207,100−11.0% | 減碼 | – |
| GOSSGossamer Bio, Inc. | COM | 749,697 | $90.0 萬 | 0.1% | −602,368−44.6% | 減碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM | 50,242 | $86.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| URGNUroGen Pharma Ltd. | COM | 74,797 | $77.4 萬 | 0.1% | +74,797 | 新進 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $69.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACIUAC Immune SA | SHS | 124,589 | $36.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 48,788 | $32.7 萬 | <0.1% | +48,788 | 新進 | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 5,600 | $1.51 萬 | <0.1% | +5,600 | 新進 | 歷史 |
選擇權（5 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。
2023 年第 1 季之後清倉（9 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BIIBBiogen Inc. | COM | 153,774 | $4,275 萬 | 3.8% | 歷史 |
| Amarin Corp PLC023111906 | CALL | 14,612,757 | $2,192 萬 | 2.0% | – |
| Amedisys Inc023436908 | CALL | 224,263 | $1,649 萬 | 1.5% | – |
| AVTRAvantor, Inc. | COM | 717,614 | $1,517 萬 | 1.4% | 歷史 |
| ITCIIntra-Cellular Therapies, Inc. | COM | 218,726 | $1,184 萬 | 1.1% | 歷史 |
| GHGuardant Health, Inc. | COM | 483,098 | $1,132 萬 | 1.0% | 歷史 |
| Anthem Inc036752903 | CALL | 20,615 | $947.9 萬 | 0.9% | – |
| THCTenet Healthcare Corp | COM NEW | 141,892 | $843.1 萬 | 0.8% | 歷史 |
| HSKAHeska Corp | COM RESTRC NEW | 26,409 | $257.8 萬 | 0.2% | 歷史 |