Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 83
- 較 2025 年第 2 季 +16
- 總值
- $13.1 億
- 較 2025 年第 2 季 +$3.13 億 (+31.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | 253,220 | $1.06 億 | 8.1% | +193,854+326.5% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 2,120,446 | $9,152 萬 | 7.0% | −121,942−5.4% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 519,644 | $8,365 萬 | 6.4% | −276,731−34.7% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 2,807,836 | $8,160 萬 | 6.2% | +424,781+17.8% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,467,314 | $5,334 萬 | 4.1% | −598,041−14.7% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,421,983 | $5,122 萬 | 3.9% | +123,469+9.5% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 877,373 | $5,121 萬 | 3.9% | +877,373 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 111,700 | $4,761 萬 | 3.6% | +11,717+11.7% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,924,306 | $4,153 萬 | 3.2% | +21,767+1.1% | 加碼 | 歷史 |
| ZIMVZimVie Inc. | Stock | 2,079,380 | $3,938 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 426,499 | $3,621 萬 | 2.8% | +426,499 | 新進 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 538,661 | $3,524 萬 | 2.7% | −50,239−8.5% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 394,311 | $3,456 萬 | 2.6% | −116,019−22.7% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,417,204 | $3,387 萬 | 2.6% | +102,171+7.8% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 591,540 | $3,291 萬 | 2.5% | +197,401+50.1% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,153,920 | $2,985 萬 | 2.3% | +315,184+37.6% | 加碼 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,363,653 | $2,755 萬 | 2.1% | +310,772+29.5% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 687,129 | $2,232 萬 | 1.7% | −152,155−18.1% | 減碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 6,950,051 | $2,231 萬 | 1.7% | +805,667+13.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 62,820 | $2,169 萬 | 1.7% | +2,084+3.4% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 99,273 | $1,968 萬 | 1.5% | +75,824+323.4% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 12,599,002 | $1,726 萬 | 1.3% | +5,278,828+72.1% | 加碼 | 歷史 |
| ELVElevance Health, Inc. | Stock | 44,980 | $1,453 萬 | 1.1% | +26,018+137.2% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 45,604 | $1,408 萬 | 1.1% | +45,604 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 105,087 | $1,405 萬 | 1.1% | +86,467+464.4% | 加碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 488,592 | $1,390 萬 | 1.1% | +74,162+17.9% | 加碼 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 302,911 | $1,320 萬 | 1.0% | +302,911 | 新進 | – |
| NVONovo Nordisk A S | ADR | 217,708 | $1,208 萬 | 0.9% | +217,708 | 新進 | 歷史 |
| ILMNIllumina, Inc. | COM | 123,674 | $1,175 萬 | 0.9% | −74,910−37.7% | 減碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 924,442 | $1,154 萬 | 0.9% | −601,722−39.4% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 486,021 | $1,105 萬 | 0.8% | +127,193+35.4% | 加碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 2,042,727 | $1,097 萬 | 0.8% | +1,345,017+192.8% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,373,625 | $1,043 萬 | 0.8% | +165,987+13.7% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 976,511 | $981.4 萬 | 0.8% | +976,511 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 55,025 | $962.9 萬 | 0.7% | −9,562−14.8% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 16,720 | $940.1 萬 | 0.7% | +3,466+26.2% | 加碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 1,475,109 | $905.7 萬 | 0.7% | +304,798+26.0% | 加碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 502,234 | $814.6 萬 | 0.6% | +109,495+27.9% | 加碼 | 歷史 |
| CNCCentene Corp | Stock | 224,550 | $801.2 萬 | 0.6% | −174,176−43.7% | 減碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 146,642 | $794.2 萬 | 0.6% | +146,642 | 新進 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,429,377 | $787.6 萬 | 0.6% | +1,429,377 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 51,765 | $725.1 萬 | 0.6% | +51,765 | 新進 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 350,812 | $691.1 萬 | 0.5% | +350,812 | 新進 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 693,527 | $688.7 萬 | 0.5% | −503,662−42.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 14,426 | $645.2 萬 | 0.5% | +14,426 | 新進 | 歷史 |
| ETNB89bio, Inc. | COM | 392,441 | $576.9 萬 | 0.4% | +156,451+66.3% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 52,388 | $496.5 萬 | 0.4% | −103,480−66.4% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 166,391 | $465.9 萬 | 0.4% | +67,053+67.5% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 48,054 | $452.4 萬 | 0.3% | −82,870−63.3% | 減碼 | 歷史 |
| ALECAlector, Inc. | COM | 1,488,725 | $440.7 萬 | 0.3% | −497,347−25.0% | 減碼 | 歷史 |
| HUMHumana Inc | Stock | 16,652 | $433.2 萬 | 0.3% | −26,968−61.8% | 減碼 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 143,565 | $426.4 萬 | 0.3% | +143,565 | 新進 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 272,706 | $381.5 萬 | 0.3% | +272,706 | 新進 | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 49,314 | $361.5 萬 | 0.3% | −182,861−78.8% | 減碼 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 158,742 | $352.4 萬 | 0.3% | −166,737−51.2% | 減碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 164,237 | $350.5 萬 | 0.3% | +164,237 | 新進 | 歷史 |
| BVSBioventus Inc. | COM CL A | 433,933 | $290.3 萬 | 0.2% | +433,933 | 新進 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 49,890 | $283.9 萬 | 0.2% | −65,110−56.6% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 167,276 | $274.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 479,056 | $250.1 萬 | 0.2% | −54,353−10.2% | 減碼 | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 925,233 | $243.3 萬 | 0.2% | −770,529−45.4% | 減碼 | 歷史 |
| KURAKura Oncology, Inc. | COM | 263,628 | $233.3 萬 | 0.2% | +263,628 | 新進 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,730,635 | $231.9 萬 | 0.2% | +90,205+5.5% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,047,265 | $225.2 萬 | 0.2% | +2,047,265 | 新進 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 500,000 | $225.0 萬 | 0.2% | +500,000 | 新進 | 歷史 |
| NVAXNovavax Inc | COM NEW | 243,184 | $210.8 萬 | 0.2% | +243,184 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 111,466 | $210.1 萬 | 0.2% | +111,466 | 新進 | 歷史 |
| STROSutro Biopharma, Inc. | COM | 2,291,313 | $199.0 萬 | 0.2% | −9480.0% | 減碼 | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 219,384 | $184.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 9,470 | $181.2 萬 | 0.1% | −11,130−54.0% | 減碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 134,619 | $158.2 萬 | 0.1% | +134,619 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 194,440 | $150.5 萬 | 0.1% | −17,029−8.1% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 824,594 | $122.0 萬 | 0.1% | +824,594 | 新進 | 歷史 |
| KRROKorro Bio, Inc. | COM | 20,856 | $99.9 萬 | 0.1% | +20,856 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 76,997 | $99.2 萬 | 0.1% | +76,997 | 新進 | 歷史 |
| PNTGPennant Group, Inc. | COM | 37,980 | $95.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 290,673 | $83.4 萬 | 0.1% | −350,000−54.6% | 減碼 | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 11,343 | $71.1 萬 | 0.1% | +11,343 | 新進 | 歷史 |
| EHTHeHealth, Inc. | COM | 128,322 | $55.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RVPRetractable Technologies Inc | COM | 363,315 | $30.6 萬 | <0.1% | +363,315 | 新進 | 歷史 |
| REPLReplimune Group, Inc. | COM | 59,992 | $25.1 萬 | <0.1% | +59,992 | 新進 | 歷史 |
| CBLLCeribell, Inc. | COM | 17,094 | $19.6 萬 | <0.1% | +17,094 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 10,000 | $12.7 萬 | <0.1% | +10,000 | 新進 | 歷史 |
選擇權（3 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。
2025 年第 2 季之後清倉（13 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INSPInspire Medical Systems, Inc. | COM | 164,473 | $2,134 萬 | 2.2% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 97,604 | $1,538 萬 | 1.6% | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 277,316 | $1,533 萬 | 1.5% | 歷史 |
| GMEDGlobus Medical Inc | Stock | 169,643 | $1,001 萬 | 1.0% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 13,685 | $554.9 萬 | 0.6% | 歷史 |
| GKOSGLAUKOS Corp | COM | 31,496 | $325.3 萬 | 0.3% | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 610,231 | $139.1 萬 | 0.1% | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 257,154 | $110.8 萬 | 0.1% | 歷史 |
| ITOSiTeos Therapeutics, Inc. | COM | 109,324 | $109.0 萬 | 0.1% | 歷史 |
| PBYIPuma Biotechnology, Inc. | COM | 240,688 | $82.6 萬 | 0.1% | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 48,364 | $62.9 萬 | 0.1% | 歷史 |
| MODVModivCare Inc | COM | 100,000 | $31.2 萬 | <0.1% | 歷史 |
| ACIUAC Immune SA | SHS | 100,752 | $20.5 萬 | <0.1% | 歷史 |