Eversept Partners, LP
- SEC CIK
- 0001697013
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 115
- 較 2026 年第 1 季 +11
- 總值
- $18.3 億
- 較 2026 年第 1 季 +$3.17 億 (+20.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | 287,668 | $1.56 億 | 8.5% | +23,397+8.9% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 913,880 | $1.22 億 | 6.6% | −20,543−2.2% | 減碼 | 歷史 |
| EHCEncompass Health Corp | COM | 1,026,919 | $1.04 億 | 5.7% | +832,815+429.1% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 602,079 | $9,651 萬 | 5.3% | +587,318+3,978.8% | 加碼 | 歷史 |
| VERAVera Therapeutics, Inc. | CL A | 2,212,770 | $9,495 萬 | 5.2% | +39,484+1.8% | 加碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 1,785,941 | $6,645 萬 | 3.6% | −2,075−0.1% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 2,798,210 | $6,117 萬 | 3.3% | −87,412−3.0% | 減碼 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 3,396,470 | $5,465 萬 | 3.0% | −172,085−4.8% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 664,684 | $5,270 萬 | 2.9% | +32,584+5.2% | 加碼 | 歷史 |
| NTRANatera, Inc. | COM | 175,807 | $4,772 萬 | 2.6% | −208,906−54.3% | 減碼 | 歷史 |
| TVTXTravere Therapeutics, Inc. | COM | 798,973 | $4,539 萬 | 2.5% | +256,363+47.2% | 加碼 | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 1,072,015 | $4,326 萬 | 2.4% | +1,072,015 | 新進 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 98,252 | $3,831 萬 | 2.1% | +19,023+24.0% | 加碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 629,952 | $3,662 萬 | 2.0% | −294,241−31.8% | 減碼 | 歷史 |
| LQDALiquidia Corp | COM NEW | 428,652 | $3,418 萬 | 1.9% | −248,740−36.7% | 減碼 | 歷史 |
| CYHCommunity Health Systems Inc | COM | 7,864,575 | $2,627 萬 | 1.4% | −812,706−9.4% | 減碼 | 歷史 |
| GSKGSK plc | ADR | 481,833 | $2,526 萬 | 1.4% | −1,303,342−73.0% | 減碼 | 歷史 |
| CHEChemed Corp | COM | 52,523 | $2,446 萬 | 1.3% | +21,466+69.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 20,116 | $2,413 萬 | 1.3% | +1,116+5.9% | 加碼 | 歷史 |
| GERNGeron Corp | COM | 18,717,422 | $2,396 萬 | 1.3% | −117,461−0.6% | 減碼 | 歷史 |
| VKTXViking Therapeutics, Inc. | COM | 602,922 | $2,352 萬 | 1.3% | +363,812+152.2% | 加碼 | 歷史 |
| OHIOmega Healthcare Investors Inc | COM | 483,547 | $2,306 萬 | 1.3% | −102,133−17.4% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 148,816 | $2,266 萬 | 1.2% | +5,270+3.7% | 加碼 | 歷史 |
| THCTenet Healthcare Corp | COM NEW | 114,199 | $2,136 萬 | 1.2% | +84,687+287.0% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 51,145 | $2,126 萬 | 1.2% | +51,145 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 87,312 | $1,982 萬 | 1.1% | −93,641−51.7% | 減碼 | 歷史 |
| BBNXBeta Bionics, Inc. | COM | 1,249,441 | $1,958 萬 | 1.1% | −165,397−11.7% | 減碼 | 歷史 |
| COGTCogent Biosciences, Inc. | COM | 490,235 | $1,897 萬 | 1.0% | +490,235 | 新進 | 歷史 |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,865,653 | $1,866 萬 | 1.0% | −1,174,167−38.6% | 減碼 | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 80,594 | $1,843 萬 | 1.0% | +47,783+145.6% | 加碼 | 歷史 |
| PNTGPennant Group, Inc. | COM | 460,272 | $1,701 萬 | 0.9% | +148,094+47.4% | 加碼 | 歷史 |
| LTCLTC Properties Inc | REIT | 420,640 | $1,617 萬 | 0.9% | +99,594+31.0% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 149,209 | $1,591 萬 | 0.9% | +149,209 | 新進 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 831,142 | $1,527 萬 | 0.8% | +117,873+16.5% | 加碼 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 249,607 | $1,428 萬 | 0.8% | +41,839+20.1% | 加碼 | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 428,531 | $1,387 萬 | 0.8% | +428,531 | 新進 | 歷史 |
| CELCCelcuity Inc. | COM | 127,931 | $1,338 萬 | 0.7% | +127,931 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 386,383 | $1,336 萬 | 0.7% | −20,577−5.1% | 減碼 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 3,558,497 | $1,334 萬 | 0.7% | +369,983+11.6% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 31,171 | $1,238 萬 | 0.7% | +31,171 | 新進 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 196,532 | $1,186 萬 | 0.6% | +66,958+51.7% | 加碼 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 747,994 | $1,118 萬 | 0.6% | +747,994 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | ORD SHS | 41,621 | $1,110 萬 | 0.6% | +41,621 | 新進 | 歷史 |
| BRKRBruker Corp | COM | 182,894 | $1,101 萬 | 0.6% | +65,881+56.3% | 加碼 | 歷史 |
| MRNAModerna, Inc. | Stock | 152,122 | $1,065 萬 | 0.6% | −7,586−4.7% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 196,302 | $1,054 萬 | 0.6% | +58,266+42.2% | 加碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 217,185 | $1,022 萬 | 0.6% | +56,462+35.1% | 加碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 672,825 | $952.0 萬 | 0.5% | −5,099−0.8% | 減碼 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 275,471 | $933.6 萬 | 0.5% | −10,293−3.6% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 83,624 | $930.4 萬 | 0.5% | −1,230−1.4% | 減碼 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 4,182,785 | $874.2 萬 | 0.5% | −804,714−16.1% | 減碼 | 歷史 |
| ARDXArdelyx, Inc. | COM | 1,678,345 | $856.0 萬 | 0.5% | −551,101−24.7% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 309,689 | $835.5 萬 | 0.5% | +309,689 | 新進 | 歷史 |
| RLAYRelay Therapeutics, Inc. | COM | 434,314 | $812.6 萬 | 0.4% | +163,609+60.4% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 169,227 | $811.3 萬 | 0.4% | +169,227 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 515,804 | $767.5 萬 | 0.4% | +515,804 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 58,504 | $717.1 萬 | 0.4% | +58,504 | 新進 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 136,631 | $693.4 萬 | 0.4% | +136,631 | 新進 | 歷史 |
| REPLReplimune Group, Inc. | COM | 590,252 | $653.4 萬 | 0.4% | +255,391+76.3% | 加碼 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 183,663 | $596.1 萬 | 0.3% | +83,465+83.3% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 166,289 | $570.7 萬 | 0.3% | +166,289 | 新進 | 歷史 |
| NHINational Health Investors Inc | COM | 70,673 | $539.0 萬 | 0.3% | +70,673 | 新進 | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 154,130 | $514.6 萬 | 0.3% | +91,555+146.3% | 加碼 | 歷史 |
| PACSPACS Group, Inc. | COM SHS | 117,441 | $500.8 萬 | 0.3% | +117,441 | 新進 | 歷史 |
| EQEquillium, Inc. | COM | 1,520,824 | $486.7 萬 | 0.3% | +21,831+1.5% | 加碼 | 歷史 |
| ANABAnaptysbio, Inc | COM | 69,983 | $472.4 萬 | 0.3% | +42,894+158.3% | 加碼 | 歷史 |
| NHCNational Healthcare Corp | COM | 22,116 | $467.4 萬 | 0.3% | +22,116 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 297,735 | $425.8 萬 | 0.2% | +297,735 | 新進 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 102,624 | $418.7 萬 | 0.2% | +74,187+260.9% | 加碼 | 歷史 |
| GKOSGLAUKOS Corp | COM | 29,343 | $410.1 萬 | 0.2% | −30,871−51.3% | 減碼 | 歷史 |
| AGLagilon health, inc. | COM NEW | 37,792 | $405.1 萬 | 0.2% | −138,796−78.6% | 減碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 135,355 | $354.9 萬 | 0.2% | −441,225−76.5% | 減碼 | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 55,710 | $350.6 萬 | 0.2% | +55,710 | 新進 | 歷史 |
| ANROAlto Neuroscience, Inc. | COM SHS | 128,286 | $338.5 萬 | 0.2% | +3,118+2.5% | 加碼 | 歷史 |
| SPRYARS Pharmaceuticals, Inc. | COM | 377,007 | $302.0 萬 | 0.2% | +240,772+176.7% | 加碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 1,304,069 | $292.1 萬 | 0.2% | −454,504−25.8% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 7,241 | $288.0 萬 | 0.2% | −3,878−34.9% | 減碼 | 歷史 |
| ALECAlector, Inc. | COM | 1,423,873 | $286.2 萬 | 0.2% | +72,767+5.4% | 加碼 | 歷史 |
| VORVor Biopharma Inc. | COM NEW | 149,681 | $275.6 萬 | 0.2% | +149,681 | 新進 | 歷史 |
| DSGNDesign Therapeutics, Inc. | COM | 190,000 | $274.9 萬 | 0.1% | +190,000 | 新進 | 歷史 |
| KPTIKaryopharm Therapeutics Inc. | COM NEW | 276,174 | $269.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PMVPPMV Pharmaceuticals, Inc. | COM | 1,890,904 | $253.4 萬 | 0.1% | −457,456−19.5% | 減碼 | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 148,017 | $242.6 萬 | 0.1% | +1,606+1.1% | 加碼 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 174,460 | $231.9 萬 | 0.1% | +119,780+219.1% | 加碼 | 歷史 |
| AMRNAmarin Corp PLC | SPONSORED ADR | 145,296 | $231.6 萬 | 0.1% | −2,419−1.6% | 減碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM NEW | 40,000 | $216.0 萬 | 0.1% | +40,000 | 新進 | 歷史 |
| RGENRepligen Corp | COM | 14,401 | $196.5 萬 | 0.1% | −106,384−88.1% | 減碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 2,237,015 | $195.2 萬 | 0.1% | −39,334−1.7% | 減碼 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 1,022,265 | $190.1 萬 | 0.1% | +1,022,265 | 新進 | 歷史 |
| GRCEGrace Therapeutics, Inc. | CL A | 772,900 | $175.4 萬 | 0.1% | +16,300+2.2% | 加碼 | 歷史 |
| AVRAnteris Technologies Global Corp. | COM | 166,229 | $163.7 萬 | 0.1% | −234,958−58.6% | 減碼 | 歷史 |
| VIRVir Biotechnology, Inc. | COM | 156,636 | $159.6 萬 | 0.1% | −93,364−37.3% | 減碼 | 歷史 |
| EDITEditas Medicine, Inc. | COM | 458,809 | $148.7 萬 | 0.1% | +167,890+57.7% | 加碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 303,306 | $138.9 萬 | 0.1% | −3,494−1.1% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 19,308 | $136.4 萬 | 0.1% | −106,588−84.7% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 6,943 | $130.0 萬 | 0.1% | +6,943 | 新進 | 歷史 |
| SVRASavara Inc | COM | 204,428 | $125.9 萬 | 0.1% | −179,836−46.8% | 減碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 47,777 | $124.0 萬 | 0.1% | −10,847−18.5% | 減碼 | 歷史 |
| INOInovio Pharmaceuticals, Inc. | COM SHS | 1,035,360 | $113.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLRXPliant Therapeutics, Inc. | COM | 891,425 | $101.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
選擇權（5 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。
2026 年第 1 季之後清倉（20 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DOCHealthpeak Properties, Inc. | COM | 1,981,070 | $3,255 萬 | 2.1% | 歷史 |
| AVTRAvantor, Inc. | COM | 2,974,287 | $2,332 萬 | 1.5% | 歷史 |
| QGENQiagen N.V. | ORD SHARES | 545,330 | $2,184 萬 | 1.4% | 歷史 |
| ICLRIcon PLC | COM | 68,688 | $760.1 萬 | 0.5% | 歷史 |
| AGIOAgios Pharmaceuticals, Inc. | COM | 200,000 | $676.6 萬 | 0.4% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 10,000 | $523.5 萬 | 0.3% | 歷史 |
| ESPREsperion Therapeutics, Inc. | COM | 1,735,963 | $475.7 萬 | 0.3% | 歷史 |
| HQYHealthequity, Inc. | COM | 51,614 | $431.3 萬 | 0.3% | 歷史 |
| DAWNDay One Biopharmaceuticals, Inc. | Stock | 183,902 | $394.3 萬 | 0.3% | 歷史 |
| CNCCentene Corp | Stock | 111,652 | $365.5 萬 | 0.2% | 歷史 |
| EHABEnhabit, Inc. | COM | 227,451 | $320.5 萬 | 0.2% | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 73,161 | $182.2 萬 | 0.1% | 歷史 |
| NVCRNovoCure Ltd | ORD SHS | 134,917 | $147.1 萬 | 0.1% | 歷史 |
| BVSBioventus Inc. | COM CL A | 159,110 | $145.3 萬 | 0.1% | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 39,238 | $118.3 萬 | 0.1% | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 27,055 | $103.6 萬 | 0.1% | 歷史 |
| PASGPassage BIO, Inc. | COM | 131,581 | $103.3 萬 | 0.1% | 歷史 |
| DHCDiversified Healthcare Trust | COM SH BEN INT | 151,283 | $100.5 萬 | 0.1% | 歷史 |
| INMDInMode Ltd. | SHS | 67,744 | $92.7 萬 | 0.1% | 歷史 |
| AIRSAirsculpt Technologies, Inc. | COM | 74,139 | $21.0 萬 | <0.1% | 歷史 |