Eversept Partners, LP
NEW YORK NY · SEC CIK 0001697013
$19.28亿2026Q2 申报市值
120持仓数
45.7%前十大占比 · 第一大 8.1%
27 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ENSG 加仓+$9,414.71万
EHC 加仓+$8,418.09万
CTRE 新建仓+$4,325.58万
COGT 新建仓+$1,897.21万
INSM 新建仓+$1,590.87万
2026Q2 卖出最多 按季末市值估算
GSK 减仓-$6,832.12万
NTRA 减仓-$5,670.75万
DOC 清仓-$3,254.90万
AVTR 清仓-$2,331.84万
QGEN 清仓-$2,183.50万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.56亿 | 8.09% | 287,668 | 23,397 | 8.9% | $1,267.72万 | 加仓 |
| ABVX | ABIVAX SA | $1.22亿 | 6.32% | 913,880 | -20,543 | -2.2% | -$273.76万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1.04亿 | 5.38% | 1,026,919 | 832,815 | 429.1% | $8,418.09万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $9,651.33万 | 5.01% | 602,079 | 587,318 | 3,978.8% | $9,414.71万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $9,495.00万 | 4.93% | 2,212,770 | 39,484 | 1.8% | $169.43万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $7,260.90万 | 3.77% | 98,600 | -140,100 | -58.7% | -$1.03亿 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $6,645.49万 | 3.45% | 1,785,941 | -2,075 | -0.1% | -$7.72万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,116.89万 | 3.17% | 2,798,210 | -87,412 | -3.0% | -$191.08万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $5,464.92万 | 2.84% | 3,396,470 | -172,085 | -4.8% | -$276.88万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,270.28万 | 2.73% | 664,684 | 32,584 | 5.2% | $258.36万 | 加仓 |
| NTRA | NATERA INC | $4,772.28万 | 2.48% | 175,807 | -208,906 | -54.3% | -$5,670.75万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $4,538.97万 | 2.35% | 798,973 | 256,363 | 47.2% | $1,456.40万 | 加仓 |
| CTRE | CARETRUST REIT INC | $4,325.58万 | 2.24% | 1,072,015 | 1,072,015 | — | $4,325.58万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $3,830.75万 | 1.99% | 98,252 | 19,023 | 24.0% | $741.69万 | 加仓 |
| PCVX | VAXCYTE INC | $3,661.91万 | 1.90% | 629,952 | -294,241 | -31.8% | -$1,710.42万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $3,417.64万 | 1.77% | 428,652 | -248,740 | -36.7% | -$1,983.20万 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $2,626.77万 | 1.36% | 7,864,575 | -812,706 | -9.4% | -$271.44万 | 减仓 |
| GSK | GSK PLC | $2,525.77万 | 1.31% | 481,833 | -1,303,342 | -73.0% | -$6,832.12万 | 减仓 |
| CHE | CHEMED CORP NEW | $2,446.21万 | 1.27% | 52,523 | 21,466 | 69.1% | $999.76万 | 加仓 |
| LLY | ELI LILLY & CO | $2,412.77万 | 1.25% | 20,116 | 1,116 | 5.9% | $133.86万 | 加仓 |
| GERN | GERON CORP | $2,395.83万 | 1.24% | 18,717,422 | -117,461 | -0.6% | -$15.04万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $2,352.00万 | 1.22% | 602,922 | 363,812 | 152.2% | $1,419.23万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,305.55万 | 1.20% | 483,547 | -102,133 | -17.4% | -$486.97万 | 减仓 |
| PODD | INSULET CORP | $2,265.72万 | 1.18% | 148,816 | 5,270 | 3.7% | $80.24万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $2,136.43万 | 1.11% | 114,199 | 84,687 | 287.0% | $1,584.32万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,125.74万 | 1.10% | 51,145 | -9,717 | -16.0% | -$403.87万 | 重新持有 |
| WELL | WELLTOWER INC | $1,981.72万 | 1.03% | 87,312 | -93,641 | -51.7% | -$2,125.37万 | 减仓 |
| BBNX | BETA BIONICS INC | $1,957.87万 | 1.02% | 1,249,441 | -165,397 | -11.7% | -$259.18万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,897.21万 | 0.98% | 490,235 | 490,235 | — | $1,897.21万 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,865.65万 | 0.97% | 1,865,653 | -1,174,167 | -38.6% | -$1,174.17万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1,843.18万 | 0.96% | 80,594 | 47,783 | 145.6% | $1,092.80万 | 加仓 |
| PNTG | PENNANT GROUP INC | $1,700.70万 | 0.88% | 460,272 | 148,094 | 47.4% | $547.21万 | 加仓 |
| LTC | LTC PPTYS INC | $1,617.36万 | 0.84% | 420,640 | 99,594 | 31.0% | $382.94万 | 加仓 |
| INSM | INSMED INC | $1,590.87万 | 0.83% | 149,209 | 149,209 | — | $1,590.87万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,526.81万 | 0.79% | 831,142 | 117,873 | 16.5% | $216.53万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,428.25万 | 0.74% | 249,607 | 41,839 | 20.1% | $239.40万 | 加仓 |
| AMN | AMN HEALTHCARE SVCS INC | $1,387.15万 | 0.72% | 428,531 | 428,531 | — | $1,387.15万 | 新建仓 |
| CELC | CELCUITY INC | $1,338.41万 | 0.69% | 127,931 | 127,931 | — | $1,338.41万 | 新建仓 |
| PHVS | PHARVARIS N V | $1,336.11万 | 0.69% | 386,383 | -20,577 | -5.1% | -$71.16万 | 减仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,334.44万 | 0.69% | 3,558,497 | 369,983 | 11.6% | $138.74万 | 加仓 |
| HUM | HUMANA INC | $1,238.17万 | 0.64% | 31,171 | -1,291 | -4.0% | -$51.28万 | 重新持有 |
| XENE | XENON PHARMACEUTICALS INC | $1,186.27万 | 0.62% | 196,532 | 66,958 | 51.7% | $404.16万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,117.50万 | 0.58% | 747,994 | 747,994 | — | $1,117.50万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $1,110.12万 | 0.58% | 41,621 | 41,621 | — | $1,110.12万 | 新建仓 |
| BRKR | BRUKER CORP | $1,100.66万 | 0.57% | 182,894 | 65,881 | 56.3% | $396.47万 | 加仓 |
| MRNA | MODERNA INC | $1,065.31万 | 0.55% | 152,122 | -7,586 | -4.7% | -$53.12万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,053.55万 | 0.55% | 196,302 | 58,266 | 42.2% | $312.71万 | 加仓 |
| INSM | INSMED INC 看涨期权 | $1,029.95万 | 0.53% | 96,600 | 2,600 | 2.8% | $27.72万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,021.64万 | 0.53% | 217,185 | 56,462 | 35.1% | $265.60万 | 加仓 |
| CMPS | COMPASS PATHWAYS PLC | $952.05万 | 0.49% | 672,825 | -5,099 | -0.8% | -$7.22万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $933.57万 | 0.48% | 275,471 | -10,293 | -3.6% | -$34.88万 | 减仓 |
| RVTY | REVVITY INC | $930.40万 | 0.48% | 83,624 | -1,230 | -1.4% | -$13.68万 | 减仓 |
| PALI | PALISADE BIO INC | $874.20万 | 0.45% | 4,182,785 | -804,714 | -16.1% | -$168.19万 | 减仓 |
| ARDX | ARDELYX INC | $855.96万 | 0.44% | 1,678,345 | -551,101 | -24.7% | -$281.06万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $835.54万 | 0.43% | 309,689 | 309,689 | — | $835.54万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $812.60万 | 0.42% | 434,314 | 163,609 | 60.4% | $306.11万 | 加仓 |
| NVO | NOVO-NORDISK A S | $811.27万 | 0.42% | 169,227 | 169,227 | — | $811.27万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $767.52万 | 0.40% | 515,804 | 370,373 | 254.7% | $551.12万 | 重新持有 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $717.14万 | 0.37% | 58,504 | 5,543 | 10.5% | $67.95万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $693.40万 | 0.36% | 136,631 | 136,631 | — | $693.40万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $653.41万 | 0.34% | 590,252 | 255,391 | 76.3% | $282.72万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $596.08万 | 0.31% | 183,663 | 83,465 | 83.3% | $270.89万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $570.70万 | 0.30% | 166,289 | 166,289 | — | $570.70万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $538.95万 | 0.28% | 70,673 | 70,673 | — | $538.95万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $514.64万 | 0.27% | 154,130 | 91,555 | 146.3% | $305.70万 | 加仓 |
| PACS | PACS GROUP INC | $500.77万 | 0.26% | 117,441 | 117,441 | — | $500.77万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $490.57万 | 0.25% | 31,000 | 1,000 | 3.3% | $15.82万 | 加仓 |
| EQ | EQUILLIUM INC | $486.66万 | 0.25% | 1,520,824 | 21,831 | 1.5% | $6.99万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $472.39万 | 0.25% | 69,983 | 42,894 | 158.3% | $289.53万 | 加仓 |
| NHC | NATIONAL HEALTHCARE CORP | $467.44万 | 0.24% | 22,116 | -6,461 | -22.6% | -$136.56万 | 重新持有 |
| EYPT | EYEPOINT INC | $425.76万 | 0.22% | 297,735 | 297,735 | — | $425.76万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $418.71万 | 0.22% | 102,624 | 74,187 | 260.9% | $302.68万 | 加仓 |
| GKOS | GLAUKOS CORP | $410.10万 | 0.21% | 29,343 | -30,871 | -51.3% | -$431.45万 | 减仓 |
| AGL | AGILON HEALTH INC | $405.05万 | 0.21% | 37,792 | -138,796 | -78.6% | -$1,487.62万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $354.90万 | 0.18% | 135,355 | -441,225 | -76.5% | -$1,156.89万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $350.64万 | 0.18% | 55,710 | 55,710 | — | $350.64万 | 新建仓 |
| ANRO | ALTO NEUROSCIENCE INC | $338.55万 | 0.18% | 128,286 | 3,118 | 2.5% | $8.23万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $301.98万 | 0.16% | 377,007 | 240,772 | 176.7% | $192.86万 | 加仓 |
| IFRX | INFLARX NV | $292.11万 | 0.15% | 1,304,069 | -454,504 | -25.8% | -$101.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $287.96万 | 0.15% | 7,241 | -3,878 | -34.9% | -$154.22万 | 减仓 |
| ALEC | ALECTOR INC | $286.20万 | 0.15% | 1,423,873 | 72,767 | 5.4% | $14.63万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC 看跌期权 | $279.54万 | 0.15% | 18,800 | 600 | 3.3% | $8.92万 | 加仓 |
| VOR | VOR BIOPHARMA INC | $275.56万 | 0.14% | 149,681 | 149,681 | — | $275.56万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $274.93万 | 0.14% | 190,000 | 190,000 | — | $274.93万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $269.82万 | 0.14% | 276,174 | 0 | 0.0% | — | 不变 |
| QGEN | QIAGEN NV 看涨期权 | $266.27万 | 0.14% | 68,100 | -408,200 | -85.7% | -$1,596.06万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $253.38万 | 0.13% | 1,890,904 | -457,456 | -19.5% | -$61.30万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $242.60万 | 0.13% | 148,017 | 1,606 | 1.1% | $2.63万 | 加仓 |
| EVMN | EVOMMUNE INC | $231.86万 | 0.12% | 174,460 | 119,780 | 219.1% | $159.19万 | 加仓 |
| — | AMARIN CORP PLC | $231.60万 | 0.12% | 145,296 | -2,419 | -1.6% | -$3.86万 | 减仓 |
| — | SPRUCE BIOSCIENCES INC | $216.00万 | 0.11% | 40,000 | 40,000 | — | $216.00万 | 新建仓 |
| RGEN | REPLIGEN CORP | $196.49万 | 0.10% | 14,401 | -106,384 | -88.1% | -$1,451.50万 | 减仓 |
| IVVD | INVIVYD INC | $195.16万 | 0.10% | 2,237,015 | -39,334 | -1.7% | -$3.43万 | 减仓 |
| — | PROQR THRAPEUTICS N V | $190.14万 | 0.10% | 1,022,265 | 1,022,265 | — | $190.14万 | 新建仓 |
| — | GRACE THERAPEUTICS INC | $175.45万 | 0.09% | 772,900 | 16,300 | 2.2% | $3.70万 | 加仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $163.74万 | 0.08% | 166,229 | -234,958 | -58.6% | -$231.43万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $159.61万 | 0.08% | 156,636 | -93,364 | -37.3% | -$95.14万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $148.65万 | 0.08% | 458,809 | 167,890 | 57.7% | $54.40万 | 加仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $138.91万 | 0.07% | 303,306 | -3,494 | -1.1% | -$1.60万 | 减仓 |
| TECH | BIO-TECHNE CORP | $136.41万 | 0.07% | 19,308 | -106,588 | -84.7% | -$753.04万 | 减仓 |