Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 103
- 較 2025 年第 3 季 +20
- 總值
- $17.8 億
- 較 2025 年第 3 季 +$4.78 億 (+36.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| VERAVera Therapeutics, Inc. | CL A | 3,072,304 | $1.56 億 | 8.7% | +264,468+9.4% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 2,679,721 | $1.31 億 | 7.4% | +559,275+26.4% | 加碼 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 252,592 | $1.23 億 | 6.9% | −628−0.2% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 657,834 | $8,871 萬 | 5.0% | +231,335+54.2% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 334,493 | $7,663 萬 | 4.3% | −185,151−35.6% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,314,408 | $6,964 萬 | 3.9% | −152,906−4.4% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 1,782,235 | $5,546 萬 | 3.1% | −142,071−7.4% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 1,197,722 | $5,526 萬 | 3.1% | −224,261−15.8% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 1,174,968 | $4,490 萬 | 2.5% | −242,236−17.1% | 減碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 95,874 | $4,476 萬 | 2.5% | −15,826−14.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 186,262 | $4,264 萬 | 2.4% | +86,989+87.6% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 538,218 | $4,258 萬 | 2.4% | −443−0.1% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,434,725 | $3,897 萬 | 2.2% | +280,805+24.3% | 加碼 | 歷史 |
| BRKRBruker Corp | COM | 783,789 | $3,692 萬 | 2.1% | +96,660+14.1% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 3,176,644 | $3,640 萬 | 2.0% | +2,252,202+243.6% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 7,943,802 | $2,478 萬 | 1.4% | +993,751+14.3% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 241,678 | $2,454 萬 | 1.4% | +241,678 | 新進 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,992,895 | $2,334 萬 | 1.3% | +1,619,270+117.9% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 17,659,983 | $2,331 萬 | 1.3% | +5,060,981+40.2% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 377,405 | $2,220 萬 | 1.2% | −214,135−36.2% | 減碼 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 98,721 | $2,181 萬 | 1.2% | +98,721 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 74,708 | $2,124 萬 | 1.2% | +29,104+63.8% | 加碼 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 678,262 | $2,067 萬 | 1.2% | +678,262 | 新進 | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 660,177 | $2,060 萬 | 1.2% | −703,476−51.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 60,862 | $2,009 萬 | 1.1% | −1,958−3.1% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 509,443 | $1,757 萬 | 1.0% | +23,422+4.8% | 加碼 | 歷史 |
| ICLRIcon PLC | COM | 95,832 | $1,746 萬 | 1.0% | +40,807+74.2% | 加碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 185,739 | $1,702 萬 | 1.0% | +133,351+254.5% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 147,471 | $1,665 萬 | 0.9% | +147,471 | 新進 | 歷史 |
| RVTYRevvity, Inc. | COM | 162,777 | $1,575 萬 | 0.9% | −231,534−58.7% | 減碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 420,827 | $1,476 萬 | 0.8% | −67,765−13.9% | 減碼 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 3,851,133 | $1,425 萬 | 0.8% | +3,851,133 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 77,944 | $1,372 萬 | 0.8% | +26,179+50.6% | 加碼 | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 906,100 | $1,346 萬 | 0.8% | +906,100 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 324,092 | $1,334 萬 | 0.7% | +99,542+44.3% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 308,466 | $1,281 萬 | 0.7% | +308,466 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 235,293 | $1,269 萬 | 0.7% | +235,293 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 5,391,548 | $1,267 萬 | 0.7% | +5,391,548 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 434,634 | $1,262 萬 | 0.7% | +323,168+289.9% | 加碼 | 歷史 |
| PHVSPharvaris N.V. | COM | 439,177 | $1,219 萬 | 0.7% | +439,177 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 10,623 | $1,142 萬 | 0.6% | +10,623 | 新進 | 歷史 |
| EHCEncompass Health Corp | COM | 106,926 | $1,135 萬 | 0.6% | +106,926 | 新進 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 2,507,090 | $1,068 萬 | 0.6% | +2,507,090 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 30,195 | $1,058 萬 | 0.6% | −14,785−32.9% | 減碼 | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,852,563 | $1,050 萬 | 0.6% | −190,164−9.3% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 231,380 | $1,037 萬 | 0.6% | +231,380 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 48,241 | $1,029 萬 | 0.6% | +48,241 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18,062 | $1,023 萬 | 0.6% | +3,636+25.2% | 加碼 | 歷史 |
| ILMNIllumina, Inc. | COM | 76,721 | $1,006 萬 | 0.6% | −46,953−38.0% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,715,129 | $999.9 萬 | 0.6% | +285,752+20.0% | 加碼 | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 605,976 | $932.0 萬 | 0.5% | −87,551−12.6% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 127,561 | $887.2 萬 | 0.5% | −38,830−23.3% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 337,340 | $837.1 萬 | 0.5% | −164,894−32.8% | 減碼 | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 358,168 | $836.0 萬 | 0.5% | +7,356+2.1% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 32,462 | $831.4 萬 | 0.5% | +15,810+94.9% | 加碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 293,960 | $827.5 萬 | 0.5% | +255,980+674.0% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 267,823 | $789.8 萬 | 0.4% | +267,823 | 新進 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 45,470 | $789.1 萬 | 0.4% | +36,000+380.1% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 10,097 | $779.4 萬 | 0.4% | −6,623−39.6% | 減碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 278,564 | $732.3 萬 | 0.4% | +5,858+2.1% | 加碼 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 317,182 | $729.5 萬 | 0.4% | +317,182 | 新進 | 歷史 |
| ANABAnaptysbio, Inc | COM | 120,927 | $586.3 萬 | 0.3% | +120,927 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 93,748 | $557.1 萬 | 0.3% | −52,894−36.1% | 減碼 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 159,676 | $543.1 萬 | 0.3% | +159,676 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,140,130 | $528.6 萬 | 0.3% | +92,865+4.5% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 63,696 | $505.5 萬 | 0.3% | +63,696 | 新進 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 176,594 | $471.7 萬 | 0.3% | +12,357+7.5% | 加碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 52,961 | $462.6 萬 | 0.3% | +52,961 | 新進 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 121,016 | $439.4 萬 | 0.2% | −37,726−23.8% | 減碼 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 489,137 | $413.8 萬 | 0.2% | +10,081+2.1% | 加碼 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 455,835 | $411.6 萬 | 0.2% | +455,835 | 新進 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 374,929 | $404.5 萬 | 0.2% | +374,929 | 新進 | 歷史 |
| NHCNational Healthcare Corp | COM | 28,577 | $391.8 萬 | 0.2% | +28,577 | 新進 | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 224,139 | $386.6 萬 | 0.2% | +4,755+2.2% | 加碼 | 歷史 |
| BVSBioventus Inc. | COM CL A | 471,257 | $350.6 萬 | 0.2% | +37,324+8.6% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 251,593 | $293.1 萬 | 0.2% | −724,918−74.2% | 減碼 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 500,000 | $249.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 172,188 | $240.3 萬 | 0.1% | +4,912+2.9% | 加碼 | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 718,582 | $233.5 萬 | 0.1% | +427,909+147.2% | 加碼 | 歷史 |
| EOLSEvolus, Inc. | COM | 344,104 | $228.8 萬 | 0.1% | −1,131,005−76.7% | 減碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 193,571 | $224.0 萬 | 0.1% | −35,560−15.5% | 減碼依 1 比 10 拆股換算 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 95,286 | $215.3 萬 | 0.1% | +18,289+23.8% | 加碼 | 歷史 |
| EHABEnhabit, Inc. | COM | 218,510 | $201.5 萬 | 0.1% | +218,510 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 59,233 | $179.7 萬 | 0.1% | −84,332−58.7% | 減碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,757,312 | $177.5 萬 | 0.1% | +26,677+1.5% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 145,431 | $164.2 萬 | 0.1% | +145,431 | 新進 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 137,493 | $157.2 萬 | 0.1% | +2,874+2.1% | 加碼 | 歷史 |
| ALECAlector, Inc. | COM | 1,006,163 | $157.0 萬 | 0.1% | −482,562−32.4% | 減碼 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 120,978 | $156.4 萬 | 0.1% | +120,978 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 62,820 | $150.3 萬 | 0.1% | −814,553−92.8% | 減碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 126,230 | $149.0 萬 | 0.1% | +126,230 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 178,915 | $126.7 萬 | 0.1% | −15,525−8.0% | 減碼 | 歷史 |
| NVAXNovavax Inc | COM NEW | 181,220 | $121.8 萬 | 0.1% | −61,964−25.5% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 842,023 | $102.7 萬 | 0.1% | +17,429+2.1% | 加碼 | 歷史 |
| SVRASavara Inc | COM | 170,195 | $102.6 萬 | 0.1% | +170,195 | 新進 | 歷史 |
| EHTHeHealth, Inc. | COM | 222,570 | $102.4 萬 | 0.1% | +94,248+73.4% | 加碼 | 歷史 |
| INMDInMode Ltd. | SHS | 61,938 | $91.0 萬 | 0.1% | +61,938 | 新進 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 260,259 | $63.0 萬 | <0.1% | +260,259 | 新進 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 290,919 | $59.6 萬 | <0.1% | +290,919 | 新進 | 歷史 |
| SLQTSelectQuote, Inc. | COM | 357,661 | $50.4 萬 | <0.1% | +357,661 | 新進 | 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。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $1.38 億 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $3,062 萬 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | $2,005 萬 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $1,212 萬 | – |
2025 年第 3 季之後清倉（14 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ZIMVZimVie Inc. | Stock | 2,079,380 | $3,938 萬 | 3.0% | 歷史 |
| RGENRepligen Corp | COM | 105,087 | $1,405 萬 | 1.1% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 302,911 | $1,320 萬 | 1.0% | – |
| NVONovo Nordisk A S | ADR | 217,708 | $1,208 萬 | 0.9% | 歷史 |
| ETNB89bio, Inc. | COM | 392,441 | $576.9 萬 | 0.4% | 歷史 |
| MRUSMerus N.V. | COM | 48,054 | $452.4 萬 | 0.3% | 歷史 |
| MIRMMirum Pharmaceuticals, Inc. | COM | 49,314 | $361.5 萬 | 0.3% | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 49,890 | $283.9 萬 | 0.2% | 歷史 |
| GOSSGossamer Bio, Inc. | COM | 925,233 | $243.3 萬 | 0.2% | 歷史 |
| KURAKura Oncology, Inc. | COM | 263,628 | $233.3 萬 | 0.2% | 歷史 |
| KRROKorro Bio, Inc. | COM | 20,856 | $99.9 萬 | 0.1% | 歷史 |
| PVLAPalvella Therapeutics, Inc. | COM | 11,343 | $71.1 萬 | 0.1% | 歷史 |
| REPLReplimune Group, Inc. | COM | 59,992 | $25.1 萬 | <0.1% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 10,000 | $12.7 萬 | <0.1% | 歷史 |