Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 104
- 較 2025 年第 4 季 +1
- 總值
- $15.2 億
- 較 2025 年第 4 季 −$2.66 億 (−14.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | 264,271 | $1.57 億 | 10.3% | +11,679+4.6% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 934,423 | $1.04 億 | 6.9% | +276,589+42.0% | 加碼 | 歷史 |
| GSKGSK plc | ADR | 1,785,175 | $9,852 萬 | 6.5% | −894,546−33.4% | 減碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 2,173,286 | $8,743 萬 | 5.8% | −899,018−29.3% | 減碼 | 歷史 |
| NTRANatera, Inc. | COM | 384,713 | $7,694 萬 | 5.1% | +50,220+15.0% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,885,622 | $6,741 萬 | 4.4% | −428,786−12.9% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,788,016 | $5,672 萬 | 3.7% | +353,291+24.6% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 924,193 | $5,370 萬 | 3.5% | −273,529−22.8% | 減碼 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 3,568,555 | $4,882 萬 | 3.2% | +3,193,626+851.8% | 加碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 632,100 | $4,746 萬 | 3.1% | +93,882+17.4% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 79,229 | $3,749 萬 | 2.5% | −16,645−17.4% | 減碼 | 歷史 |
| WELLWelltower Inc. | REIT | 180,953 | $3,578 萬 | 2.4% | +180,953 | 新進 | 歷史 |
| DOCHealthpeak Properties, Inc. | COM | 1,981,070 | $3,255 萬 | 2.1% | +1,981,070 | 新進 | 歷史 |
| PODDInsulet Corp | Stock | 143,546 | $3,012 萬 | 2.0% | +68,838+92.1% | 加碼 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 3,039,820 | $2,894 萬 | 1.9% | +46,925+1.6% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 18,834,883 | $2,806 萬 | 1.8% | +1,174,900+6.7% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 585,680 | $2,566 萬 | 1.7% | +585,680 | 新進 | 歷史 |
| LQDALiquidia Corp | COM NEW | 677,392 | $2,556 萬 | 1.7% | +167,949+33.0% | 加碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 8,677,281 | $2,551 萬 | 1.7% | +733,479+9.2% | 加碼 | 歷史 |
| AVTRAvantor, Inc. | COM | 2,974,287 | $2,332 萬 | 1.5% | −202,357−6.4% | 減碼 | 歷史 |
| QGENQiagen N.V. | ORD SHARES | 545,330 | $2,184 萬 | 1.4% | +545,330 | 新進 | 歷史 |
| EHCEncompass Health Corp | COM | 194,104 | $1,878 萬 | 1.2% | +87,178+81.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 19,000 | $1,748 萬 | 1.2% | +8,377+78.9% | 加碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 542,610 | $1,612 萬 | 1.1% | −632,358−53.8% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,188,514 | $1,499 萬 | 1.0% | +681,424+27.2% | 加碼 | 歷史 |
| RGENRepligen Corp | COM | 120,785 | $1,423 萬 | 0.9% | +120,785 | 新進 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 1,414,838 | $1,418 萬 | 0.9% | +736,576+108.6% | 加碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 713,269 | $1,395 萬 | 0.9% | −1,068,966−60.0% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 576,580 | $1,358 萬 | 0.9% | +141,946+32.7% | 加碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 2,229,446 | $1,335 萬 | 0.9% | +514,317+30.0% | 加碼 | 歷史 |
| LTCLTC Properties Inc | REIT | 321,046 | $1,193 萬 | 0.8% | +321,046 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 207,768 | $1,174 萬 | 0.8% | +114,020+121.6% | 加碼 | 歷史 |
| CHEChemed Corp | COM | 31,057 | $1,173 萬 | 0.8% | +31,057 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 406,960 | $1,150 萬 | 0.8% | −32,217−7.3% | 減碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 312,178 | $951.5 萬 | 0.6% | +18,218+6.2% | 加碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 285,764 | $914.7 萬 | 0.6% | −135,063−32.1% | 減碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 4,987,499 | $872.8 萬 | 0.6% | −404,049−7.5% | 減碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 159,708 | $811.3 萬 | 0.5% | −108,115−40.4% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 239,110 | $778.1 萬 | 0.5% | +239,110 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 68,688 | $760.1 萬 | 0.5% | −27,144−28.3% | 減碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 129,574 | $753.5 萬 | 0.5% | −101,806−44.0% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 84,854 | $743.4 萬 | 0.5% | −77,923−47.9% | 減碼 | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 200,000 | $676.6 萬 | 0.4% | +200,000 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 138,036 | $665.3 萬 | 0.4% | +10,475+8.2% | 加碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 125,896 | $657.9 萬 | 0.4% | −251,509−66.6% | 減碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 60,214 | $648.3 萬 | 0.4% | −87,257−59.2% | 減碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 29,512 | $556.9 萬 | 0.4% | +29,512 | 新進 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 10,000 | $523.5 萬 | 0.3% | +10,000 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 11,119 | $512.6 萬 | 0.3% | −6,943−38.4% | 減碼 | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 1,735,963 | $475.7 萬 | 0.3% | −2,115,170−54.9% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 32,811 | $437.4 萬 | 0.3% | −12,659−27.8% | 減碼 | 歷史 |
| HQYHealthequity, Inc. | COM | 51,614 | $431.3 萬 | 0.3% | −134,125−72.2% | 減碼 | 歷史 |
| BRKRBruker Corp | COM | 117,013 | $422.7 萬 | 0.3% | −666,776−85.1% | 減碼 | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 183,902 | $394.3 萬 | 0.3% | +183,902 | 新進 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 677,924 | $374.9 萬 | 0.2% | +677,924 | 新進 | 歷史 |
| CNCCentene Corp | Stock | 111,652 | $365.5 萬 | 0.2% | −212,440−65.5% | 減碼 | 歷史 |
| GRCEGrace Therapeutics, Inc. | CL A | 756,600 | $350.3 萬 | 0.2% | +756,600 | 新進 | 歷史 |
| ENGNenGene Therapeutics Inc. | COM | 510,543 | $347.7 萬 | 0.2% | +54,708+12.0% | 加碼 | 歷史 |
| EHABEnhabit, Inc. | COM | 227,451 | $320.5 萬 | 0.2% | +8,941+4.1% | 加碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 160,723 | $303.8 萬 | 0.2% | +160,723 | 新進 | 歷史 |
| EQEquillium, Inc. | COM | 1,498,993 | $299.8 萬 | 0.2% | +1,498,993 | 新進 | 歷史 |
| ENSGEnsign Group, Inc | COM | 14,761 | $297.4 萬 | 0.2% | +14,761 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,276,349 | $295.9 萬 | 0.2% | +136,219+6.4% | 加碼 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 2,348,360 | $291.2 萬 | 0.2% | +2,348,360 | 新進 | 歷史 |
| ALECAlector, Inc. | COM | 1,351,106 | $290.5 萬 | 0.2% | +344,943+34.3% | 加碼 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 125,168 | $281.4 萬 | 0.2% | +125,168 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 270,705 | $269.4 萬 | 0.2% | −218,432−44.7% | 減碼 | 歷史 |
| REPLReplimune Group, Inc. | COM | 334,861 | $256.2 萬 | 0.2% | +334,861 | 新進 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 100,198 | $247.1 萬 | 0.2% | +100,198 | 新進 | 歷史 |
| LPCNLipocine Inc. | COM NEW | 294,989 | $235.7 萬 | 0.2% | +294,989 | 新進 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 250,000 | $224.0 萬 | 0.1% | +250,000 | 新進 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 401,187 | $222.7 萬 | 0.1% | −98,813−19.8% | 減碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 147,715 | $213.6 萬 | 0.1% | −24,473−14.2% | 減碼 | 歷史 |
| SVRASavara Inc | COM | 384,264 | $209.8 萬 | 0.1% | +214,069+125.8% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 277,899 | $193.4 萬 | 0.1% | +277,899 | 新進 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 146,411 | $191.2 萬 | 0.1% | +8,918+6.5% | 加碼 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 73,161 | $182.2 萬 | 0.1% | −120,410−62.2% | 減碼 | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM SHS | 1,035,360 | $180.2 萬 | 0.1% | +1,035,360 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 58,624 | $170.8 萬 | 0.1% | −36,662−38.5% | 減碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,758,573 | $157.3 萬 | 0.1% | +1,261+0.1% | 加碼 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 276,174 | $153.8 萬 | 0.1% | +276,174 | 新進 | 歷史 |
| ANABAnaptysbio, Inc | COM | 27,089 | $150.2 萬 | 0.1% | −93,838−77.6% | 減碼 | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 134,917 | $147.1 萬 | 0.1% | +13,939+11.5% | 加碼 | 歷史 |
| BVSBioventus Inc. | COM CL A | 159,110 | $145.3 萬 | 0.1% | −312,147−66.2% | 減碼 | 歷史 |
| AGLagilon health, inc. | COM NEW | 176,588 | $139.7 萬 | 0.1% | +176,588 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 62,575 | $131.1 萬 | 0.1% | −254,607−80.3% | 減碼 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 54,680 | $125.7 萬 | 0.1% | +54,680 | 新進 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 39,238 | $118.3 萬 | 0.1% | +39,238 | 新進 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 40,889 | $113.5 萬 | 0.1% | −118,787−74.4% | 減碼 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 891,425 | $112.3 萬 | 0.1% | +49,402+5.9% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 136,235 | $109.4 萬 | 0.1% | −115,358−45.9% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 306,800 | $105.8 萬 | 0.1% | +46,541+17.9% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 27,055 | $103.6 萬 | 0.1% | −251,509−90.3% | 減碼 | 歷史 |
| PASGPassage BIO, Inc. | COM | 131,581 | $103.3 萬 | 0.1% | +5,351+4.2% | 加碼 | 歷史 |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 151,283 | $100.5 萬 | 0.1% | +151,283 | 新進 | 歷史 |
| INMDInMode Ltd. | SHS | 67,744 | $92.7 萬 | 0.1% | +5,806+9.4% | 加碼 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 28,437 | $91.7 萬 | 0.1% | +28,437 | 新進 | 歷史 |
| BCYCBicycle Therapeutics PLC | SPONSORED ADS | 190,715 | $88.5 萬 | 0.1% | +11,800+6.6% | 加碼 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 290,919 | $71.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SSIISS Innovations International, Inc. | COM NEW | 110,157 | $55.1 萬 | <0.1% | +34,799+46.2% | 加碼 | 歷史 |
選擇權（16 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 | $6,959 萬 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | – | $4,019 萬 |
| iShares Tr464287432 | 20 YR TR BD ETF | $3,717 萬 | – |
| QGENQiagen N.V. | ORD SHARES | – | $1,907 萬 |
| INSMINSMED Inc | COM PAR $.01 | – | $1,537 萬 |
| iShares Tr464288513 | IBOXX HI YD ETF | $1,432 萬 | – |
| UNHUnitedHealth Group Inc | Stock | – | $1,082 萬 |
| iShares Russell 2000 ETF464287655 | ETF | $992.0 萬 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | $930.3 萬 | – |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | $476.8 萬 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $383.2 萬 | – |
| UHSUniversal Health Services Inc | CL B | $325.7 萬 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | – | $306.3 萬 |
| REPLReplimune Group, Inc. | COM | – | $39.8 萬 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | – | $13.3 萬 |
2025 年第 4 季之後清倉（31 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 186,262 | $4,264 萬 | 2.4% | 歷史 |
| EXASExact Sciences Corp | COM | 241,678 | $2,454 萬 | 1.4% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 98,721 | $2,181 萬 | 1.2% | 歷史 |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 660,177 | $2,060 萬 | 1.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 60,862 | $2,009 萬 | 1.1% | 歷史 |
| BIIBBiogen Inc. | COM | 77,944 | $1,372 萬 | 0.8% | 歷史 |
| SEMSelect Medical Holdings Corp | COM | 906,100 | $1,346 萬 | 0.8% | 歷史 |
| CGONCG Oncology, Inc. | COM | 308,466 | $1,281 萬 | 0.7% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 235,293 | $1,269 萬 | 0.7% | 歷史 |
| ELVElevance Health, Inc. | Stock | 30,195 | $1,058 萬 | 0.6% | 歷史 |
| MNKDMannkind Corp | COM NEW | 1,852,563 | $1,050 萬 | 0.6% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 48,241 | $1,029 萬 | 0.6% | 歷史 |
| ILMNIllumina, Inc. | COM | 76,721 | $1,006 萬 | 0.6% | 歷史 |
| DVAXDynavax Technologies Corp | COM NEW | 605,976 | $932.0 萬 | 0.5% | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 337,340 | $837.1 萬 | 0.5% | 歷史 |
| CPRXCatalyst Pharmaceuticals, Inc. | COM | 358,168 | $836.0 萬 | 0.5% | 歷史 |
| HUMHumana Inc | Stock | 32,462 | $831.4 萬 | 0.5% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 10,097 | $779.4 萬 | 0.4% | 歷史 |
| CVSCVS Health Corp | Stock | 63,696 | $505.5 萬 | 0.3% | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 176,594 | $471.7 萬 | 0.3% | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 52,961 | $462.6 萬 | 0.3% | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 121,016 | $439.4 萬 | 0.2% | 歷史 |
| NHCNational Healthcare Corp | COM | 28,577 | $391.8 萬 | 0.2% | 歷史 |
| FTREFortrea Holdings Inc. | COMMON STOCK | 224,139 | $386.6 萬 | 0.2% | 歷史 |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 718,582 | $233.5 萬 | 0.1% | 歷史 |
| EOLSEvolus, Inc. | COM | 344,104 | $228.8 萬 | 0.1% | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 59,233 | $179.7 萬 | 0.1% | 歷史 |
| BHVNBiohaven Ltd. | COM | 145,431 | $164.2 萬 | 0.1% | 歷史 |
| QUREuniQure N.V. | SHS | 62,820 | $150.3 萬 | 0.1% | 歷史 |
| NVAXNovavax Inc | COM NEW | 181,220 | $121.8 萬 | 0.1% | 歷史 |
| CBLLCeribell, Inc. | COM | 17,094 | $37.5 萬 | <0.1% | 歷史 |