Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 67
- 較 2025 年第 1 季 +12
- 總值
- $9.92 億
- 較 2025 年第 1 季 +$1.09 億 (+12.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 796,375 | $1.35 億 | 13.6% | −97,346−10.9% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 2,242,388 | $8,611 萬 | 8.7% | −380,858−14.5% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 2,383,055 | $5,614 萬 | 5.7% | +484,251+25.5% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 510,330 | $4,936 萬 | 5.0% | +211,243+70.6% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,298,514 | $4,221 萬 | 4.3% | +741,444+133.1% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 99,983 | $3,830 萬 | 3.9% | −52,519−34.4% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 4,065,355 | $3,807 萬 | 3.8% | −146,915−3.5% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 839,284 | $3,458 萬 | 3.5% | +340,077+68.1% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,902,539 | $2,660 萬 | 2.7% | +524,865+38.1% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 588,900 | $2,327 萬 | 2.3% | +71,879+13.9% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 398,726 | $2,164 萬 | 2.2% | +58,387+17.2% | 加碼 | 歷史 |
| INSPInspire Medical Systems, Inc. | COM | 164,473 | $2,134 萬 | 2.2% | −21,952−11.8% | 減碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 6,144,384 | $2,089 萬 | 2.1% | −2,313,636−27.4% | 減碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 1,526,164 | $2,054 萬 | 2.1% | +1,403,341+1,142.6% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 394,139 | $2,028 萬 | 2.0% | +114,022+40.7% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,315,033 | $1,946 萬 | 2.0% | +498,779+61.1% | 加碼 | 歷史 |
| ZIMVZimVie Inc. | Stock | 2,079,380 | $1,944 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 60,736 | $1,895 萬 | 1.9% | +60,736 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 198,584 | $1,895 萬 | 1.9% | +198,584 | 新進 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,052,881 | $1,765 萬 | 1.8% | −357,884−25.4% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 838,736 | $1,707 萬 | 1.7% | +142,237+20.4% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 59,366 | $1,706 萬 | 1.7% | +1,877+3.3% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 155,868 | $1,633 萬 | 1.6% | −196,108−55.7% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 97,604 | $1,538 萬 | 1.6% | +97,604 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 277,316 | $1,533 萬 | 1.5% | −269,800−49.3% | 減碼 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 1,197,189 | $1,188 萬 | 1.2% | +1,197,189 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 232,175 | $1,182 萬 | 1.2% | +232,175 | 新進 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,207,638 | $1,082 萬 | 1.1% | −964,798−44.4% | 減碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 1,170,311 | $1,078 萬 | 1.1% | +1,170,311 | 新進 | 歷史 |
| HUMHumana Inc | Stock | 43,620 | $1,066 萬 | 1.1% | +15,650+56.0% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 7,320,174 | $1,032 萬 | 1.0% | +7,320,174 | 新進 | 歷史 |
| GMEDGlobus Medical Inc | Stock | 169,643 | $1,001 萬 | 1.0% | −23,250−12.1% | 減碼 | 歷史 |
| ICLRIcon PLC | COM | 64,587 | $939.4 萬 | 0.9% | +53,747+495.8% | 加碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 414,430 | $750.5 萬 | 0.8% | +133,479+47.5% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 18,962 | $737.5 萬 | 0.7% | +3,264+20.8% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 13,254 | $695.8 萬 | 0.7% | +13,254 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 130,924 | $688.7 萬 | 0.7% | +60,595+86.2% | 加碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 20,600 | $613.7 萬 | 0.6% | −3,135−13.2% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,685 | $554.9 萬 | 0.6% | +13,685 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 392,739 | $514.9 萬 | 0.5% | +392,739 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 23,449 | $463.2 萬 | 0.5% | +23,449 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 358,828 | $447.1 萬 | 0.5% | +208,348+138.5% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 31,496 | $325.3 萬 | 0.3% | −127,461−80.2% | 減碼 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 325,479 | $315.4 萬 | 0.3% | −120,109−27.0% | 減碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 115,000 | $297.2 萬 | 0.3% | +115,000 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 1,986,072 | $278.1 萬 | 0.3% | +1,368,654+221.7% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 167,276 | $271.3 萬 | 0.3% | −2,684−1.6% | 減碼依 1 比 20 拆股換算 | 歷史 |
| MNKDMannkind Corp | COM NEW | 697,710 | $260.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETNB89bio, Inc. | COM | 235,990 | $231.7 萬 | 0.2% | −67,741−22.3% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 18,620 | $231.6 萬 | 0.2% | +168+0.9% | 加碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 1,695,762 | $208.6 萬 | 0.2% | −2,201,079−56.5% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 99,338 | $206.0 萬 | 0.2% | +99,338 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 533,409 | $184.6 萬 | 0.2% | +533,409 | 新進 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 2,292,261 | $163.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 640,673 | $154.4 萬 | 0.2% | −301,781−32.0% | 減碼 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 211,469 | $147.0 萬 | 0.1% | +211,469 | 新進 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 610,231 | $139.1 萬 | 0.1% | +266,284+77.4% | 加碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,640,430 | $129.6 萬 | 0.1% | −35,548−2.1% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 37,980 | $113.4 萬 | 0.1% | +37,980 | 新進 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 257,154 | $110.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 109,324 | $109.0 萬 | 0.1% | −110,872−50.4% | 減碼 | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 219,384 | $108.4 萬 | 0.1% | −73,891−25.2% | 減碼 | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 240,688 | $82.6 萬 | 0.1% | −35,100−12.7% | 減碼 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 48,364 | $62.9 萬 | 0.1% | +48,364 | 新進 | 歷史 |
| EHTHeHealth, Inc. | COM | 128,322 | $55.8 萬 | 0.1% | +39,102+43.8% | 加碼 | 歷史 |
| MODVModivCare Inc | COM | 100,000 | $31.2 萬 | <0.1% | +100,000 | 新進 | 歷史 |
| ACIUAC Immune SA | SHS | 100,752 | $20.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（1 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 | $9,499 萬 | – |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NBIXNeurocrine Biosciences Inc | Stock | 167,243 | $1,850 萬 | 2.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,003 | $1,126 萬 | 1.3% | – |
| ALGNAlign Technology Inc | COM | 49,277 | $782.8 萬 | 0.9% | 歷史 |
| TFXTeleflex Inc | COM | 56,630 | $782.6 萬 | 0.9% | 歷史 |
| NVAXNovavax Inc | COM NEW | 365,523 | $234.3 萬 | 0.3% | 歷史 |
| XOMAXOMA Royalty Corp | COM NEW | 45,017 | $89.7 萬 | 0.1% | 歷史 |