Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 55
- 較 2024 年第 4 季 −7
- 總值
- $8.84 億
- 較 2024 年第 4 季 −$8,538 萬 (−8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 893,721 | $1.26 億 | 14.3% | +16,955+1.9% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 2,623,246 | $1.02 億 | 11.5% | −1,038,522−28.4% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 152,502 | $5,270 萬 | 6.0% | −23,306−13.3% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 4,212,270 | $5,175 萬 | 5.9% | +3,868,870+1,126.6% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 1,898,804 | $4,561 萬 | 5.2% | +298,789+18.7% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 299,087 | $3,164 萬 | 3.6% | −93,431−23.8% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 351,976 | $3,110 萬 | 3.5% | −34,721−9.0% | 減碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 186,425 | $2,969 萬 | 3.4% | −107,877−36.7% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 547,116 | $2,646 萬 | 3.0% | −131,671−19.4% | 減碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 8,458,020 | $2,284 萬 | 2.6% | +5,631,020+199.2% | 加碼 | 歷史 |
| ZIMVZimVie Inc. | Stock | 2,079,380 | $2,246 萬 | 2.5% | +8,600+0.4% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,410,765 | $2,168 萬 | 2.5% | −831,360−37.1% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 557,070 | $2,103 萬 | 2.4% | +429,482+336.6% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 499,207 | $2,084 萬 | 2.4% | +264,273+112.5% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 340,339 | $2,066 萬 | 2.3% | +151,846+80.6% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,377,674 | $1,857 萬 | 2.1% | +597,676+76.6% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 167,243 | $1,850 萬 | 2.1% | +167,243 | 新進 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 57,489 | $1,772 萬 | 2.0% | +13,786+31.5% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 280,117 | $1,642 萬 | 1.9% | −19,193−6.4% | 減碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,172,436 | $1,629 萬 | 1.8% | +192,124+9.7% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 158,957 | $1,564 萬 | 1.8% | +158,957 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 517,021 | $1,560 萬 | 1.8% | +302,069+140.5% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 816,254 | $1,463 萬 | 1.7% | +325,958+66.5% | 加碼 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 192,893 | $1,412 萬 | 1.6% | +192,893 | 新進 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 696,499 | $1,264 萬 | 1.4% | −23,337−3.2% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,003 | $1,126 萬 | 1.3% | +24,003 | 新進 | – |
| ALGNAlign Technology Inc | COM | 49,277 | $782.8 萬 | 0.9% | +49,277 | 新進 | 歷史 |
| TFXTeleflex Inc | COM | 56,630 | $782.6 萬 | 0.9% | −5,106−8.3% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 23,735 | $781.8 萬 | 0.9% | +23,735 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 27,970 | $740.1 萬 | 0.8% | +5,288+23.3% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 15,698 | $682.8 萬 | 0.8% | −13,480−46.2% | 減碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 280,951 | $575.1 萬 | 0.7% | +5,589+2.0% | 加碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 3,896,841 | $428.7 萬 | 0.5% | −1,081,617−21.7% | 減碼 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 445,588 | $352.0 萬 | 0.4% | +273,485+158.9% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 697,710 | $350.9 萬 | 0.4% | −213,315−23.4% | 減碼 | 歷史 |
| MRUSMerus N.V. | COM | 70,329 | $296.0 萬 | 0.3% | +2,071+3.0% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 18,452 | $234.8 萬 | 0.3% | −35,614−65.9% | 減碼 | 歷史 |
| NVAXNovavax Inc | COM NEW | 365,523 | $234.3 萬 | 0.3% | +365,523 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 150,480 | $222.0 萬 | 0.3% | −420,825−73.7% | 減碼 | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 293,275 | $221.4 萬 | 0.3% | −108,458−27.0% | 減碼 | 歷史 |
| ETNB89bio, Inc. | COM | 303,731 | $220.8 萬 | 0.2% | +303,731 | 新進 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 942,454 | $208.3 萬 | 0.2% | +942,454 | 新進 | 歷史 |
| AVTRAvantor, Inc. | COM | 122,823 | $199.1 萬 | 0.2% | −45,546−27.1% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 10,840 | $189.7 萬 | 0.2% | −8,412−43.7% | 減碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,675,978 | $170.9 萬 | 0.2% | +1,183,526+240.3% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 3,399,204 | $152.3 萬 | 0.2% | +1,882,612+124.1% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 2,292,261 | $149.1 萬 | 0.2% | +1,597,853+230.1% | 加碼 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 220,196 | $131.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 257,154 | $96.2 萬 | 0.1% | +117,904+84.7% | 加碼依 1 比 15 拆股換算 | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 45,017 | $89.7 萬 | 0.1% | −50,400−52.8% | 減碼 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 275,788 | $81.6 萬 | 0.1% | −720,314−72.3% | 減碼 | 歷史 |
| ALECAlector, Inc. | COM | 617,418 | $75.9 萬 | 0.1% | +417,323+208.6% | 加碼 | 歷史 |
| EHTHeHealth, Inc. | COM | 89,220 | $59.6 萬 | 0.1% | +89,220 | 新進 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 343,947 | $53.3 萬 | 0.1% | +245,052+247.8% | 加碼 | 歷史 |
| ACIUAC Immune SA | SHS | 100,752 | $18.8 萬 | <0.1% | +100,752 | 新進 | 歷史 |
選擇權（2 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 | $5,796 萬 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $4,302 萬 | – |
2024 年第 4 季之後清倉（18 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VTRSViatris Inc | Stock | 1,272,102 | $1,584 萬 | 1.6% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 170,678 | $1,264 萬 | 1.3% | 歷史 |
| DXCMDexcom Inc | COM | 148,688 | $1,156 萬 | 1.2% | 歷史 |
| GHGuardant Health, Inc. | COM | 276,036 | $843.3 萬 | 0.9% | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 102,661 | $672.6 萬 | 0.7% | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 19,049 | $632.9 萬 | 0.7% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 155,540 | $609.7 萬 | 0.6% | 歷史 |
| HSICHenry Schein Inc | COM | 80,303 | $555.7 萬 | 0.6% | 歷史 |
| DHRDanaher Corp | Stock | 22,209 | $509.8 萬 | 0.5% | 歷史 |
| PDCOPatterson Companies, Inc. | COM | 146,051 | $450.7 萬 | 0.5% | 歷史 |
| EOLSEvolus, Inc. | COM | 383,045 | $422.9 萬 | 0.4% | 歷史 |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 105,581 | $381.8 萬 | 0.4% | 歷史 |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,003,678 | $295.1 萬 | 0.3% | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 777,890 | $272.3 萬 | 0.3% | 歷史 |
| ZLABZai Lab Ltd | ADR | 102,930 | $269.6 萬 | 0.3% | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 191,158 | $266.3 萬 | 0.3% | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 139,656 | $265.1 萬 | 0.3% | 歷史 |
| ABSIAbsci Corp | COM | 199,464 | $52.3 萬 | 0.1% | 歷史 |