Eversept Partners, LP
NEW YORK NY · SEC CIK 0001697013
$18.96亿2026Q1 申报市值
120持仓数
47.9%前十大占比 · 第一大 8.3%
42 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BKD 加仓+$4,368.88万
WELL 新建仓+$3,577.62万
DOC 新建仓+$3,254.90万
ABVX 加仓+$3,079.82万
OHI 新建仓+$2,566.45万
2026Q1 卖出最多 按季末市值估算
GSK 减仓-$4,937.00万
DHR 清仓-$4,263.91万
VERA 减仓-$3,616.75万
EXACT SCIENCES C 清仓-$2,454.48万
BRKR 减仓-$2,408.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -186,262 | -100.0% | -$4,263.91万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -241,678 | -100.0% | -$2,454.48万 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -98,721 | -100.0% | -$2,180.65万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -660,177 | -100.0% | -$2,060.41万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -77,944 | -100.0% | -$1,371.74万 | 清仓 |
| — | SELECT MED HLDGS CORP | $0 | 0.00% | 0 | -906,100 | -100.0% | -$1,345.56万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -308,466 | -100.0% | -$1,280.75万 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -235,293 | -100.0% | -$1,269.17万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -30,195 | -100.0% | -$1,058.49万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -1,852,563 | -100.0% | -$1,050.40万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -48,241 | -100.0% | -$1,028.69万 | 清仓 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -76,721 | -100.0% | -$1,006.27万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -605,976 | -100.0% | -$931.99万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -337,340 | -100.0% | -$837.11万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -358,168 | -100.0% | -$835.96万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -10,097 | -100.0% | -$779.36万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -63,696 | -100.0% | -$505.49万 | 清仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -176,594 | -100.0% | -$471.68万 | 清仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBIO | ZENAS BIOPHARMA INC | $0 | 0.00% | 0 | -121,016 | -100.0% | -$439.41万 | 清仓 |
| NHC | NATIONAL HEALTHCARE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -224,139 | -100.0% | -$386.64万 | 清仓 |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $0 | 0.00% | 0 | -718,582 | -100.0% | -$233.54万 | 清仓 |
| EOLS | EVOLUS INC | $0 | 0.00% | 0 | -344,104 | -100.0% | -$228.83万 | 清仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $0 | 0.00% | 0 | -59,233 | -100.0% | -$179.71万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -62,820 | -100.0% | -$150.33万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -181,220 | -100.0% | -$121.78万 | 清仓 |
| CBLL | CERIBELL INC | $0 | 0.00% | 0 | -17,094 | -100.0% | -$37.49万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $13.26万 | 0.01% | 23,800 | 23,800 | — | $13.26万 | 新建仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $20.98万 | 0.01% | 74,139 | 74,139 | — | $20.98万 | 新建仓 |
| — | SELECTQUOTE INC | $22.51万 | 0.01% | 357,661 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $28.50万 | 0.02% | 220,915 | -1,655 | -0.7% | -$2,135 | 减仓 |
| — | RETRACTABLE TECHNOLOGIES INC | $38.43万 | 0.02% | 580,919 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $39.78万 | 0.02% | 52,000 | 52,000 | — | $39.78万 | 新建仓 |
| — | SS INNOVATIONS INTERNATIONAL | $55.08万 | 0.03% | 110,157 | 34,799 | 46.2% | $17.40万 | 加仓 |
| EDIT | EDITAS MEDICINE INC | $71.86万 | 0.04% | 290,919 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC | $88.49万 | 0.05% | 190,715 | 11,800 | 6.6% | $5.48万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $91.71万 | 0.05% | 28,437 | 28,437 | — | $91.71万 | 新建仓 |
| INMD | INMODE LTD | $92.67万 | 0.05% | 67,744 | 5,806 | 9.4% | $7.94万 | 加仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $100.45万 | 0.05% | 151,283 | 151,283 | — | $100.45万 | 新建仓 |
| — | PASSAGE BIO INC | $103.29万 | 0.05% | 131,581 | 5,351 | 4.2% | $4.20万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $103.62万 | 0.05% | 27,055 | -251,509 | -90.3% | -$963.28万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $105.85万 | 0.06% | 306,800 | 46,541 | 17.9% | $16.06万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $109.40万 | 0.06% | 136,235 | -115,358 | -45.9% | -$92.63万 | 减仓 |
| — | PLIANT THERAPEUTICS INC | $112.32万 | 0.06% | 891,425 | 49,402 | 5.9% | $6.22万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $113.47万 | 0.06% | 40,889 | -118,787 | -74.4% | -$329.63万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $118.30万 | 0.06% | 39,238 | 39,238 | — | $118.30万 | 新建仓 |
| EVMN | EVOMMUNE INC | $125.71万 | 0.07% | 54,680 | 54,680 | — | $125.71万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $131.09万 | 0.07% | 62,575 | -254,607 | -80.3% | -$533.40万 | 减仓 |
| AGL | AGILON HEALTH INC | $139.68万 | 0.07% | 176,588 | 176,588 | — | $139.68万 | 新建仓 |
| BVS | BIOVENTUS INC | $145.27万 | 0.08% | 159,110 | -312,147 | -66.2% | -$284.99万 | 减仓 |
| NVCR | NOVOCURE LTD | $147.06万 | 0.08% | 134,917 | 13,939 | 11.5% | $15.19万 | 加仓 |
| ANAB | ANAPTYSBIO INC | $150.24万 | 0.08% | 27,089 | -93,838 | -77.6% | -$520.43万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $153.83万 | 0.08% | 276,174 | 276,174 | — | $153.83万 | 新建仓 |
| IFRX | INFLARX NV | $157.29万 | 0.08% | 1,758,573 | 1,261 | 0.1% | $1,128 | 加仓 |
| SRZN | SURROZEN INC | $170.77万 | 0.09% | 58,624 | -36,662 | -38.5% | -$106.80万 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $180.15万 | 0.09% | 1,035,360 | 1,035,360 | — | $180.15万 | 新建仓 |
| STRO | SUTRO BIOPHARMA INC | $182.24万 | 0.10% | 73,161 | -120,410 | -62.2% | -$299.94万 | 减仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $191.21万 | 0.10% | 146,411 | 8,918 | 6.5% | $11.65万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $193.42万 | 0.10% | 277,899 | 277,899 | — | $193.42万 | 新建仓 |
| SVRA | SAVARA INC | $209.81万 | 0.11% | 384,264 | 214,069 | 125.8% | $116.88万 | 加仓 |
| — | AMARIN CORP PLC | $213.60万 | 0.11% | 147,715 | -24,473 | -14.2% | -$35.39万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $222.66万 | 0.12% | 401,187 | -98,813 | -19.8% | -$54.84万 | 减仓 |
| VIR | VIR BIOTECHNOLOGY INC | $224.00万 | 0.12% | 250,000 | 250,000 | — | $224.00万 | 新建仓 |
| — | LIPOCINE INC NEW | $235.70万 | 0.12% | 294,989 | 294,989 | — | $235.70万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $247.09万 | 0.13% | 100,198 | 100,198 | — | $247.09万 | 新建仓 |
| REPL | REPLIMUNE GROUP INC | $256.17万 | 0.14% | 334,861 | 274,869 | 458.2% | $210.27万 | 重新持有 |
| RLAY | RELAY THERAPEUTICS INC | $269.35万 | 0.14% | 270,705 | -218,432 | -44.7% | -$217.34万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $281.38万 | 0.15% | 125,168 | 125,168 | — | $281.38万 | 新建仓 |
| ALEC | ALECTOR INC | $290.49万 | 0.15% | 1,351,106 | 344,943 | 34.3% | $74.16万 | 加仓 |
| — | PMV PHARMACEUTICALS INC | $291.20万 | 0.15% | 2,348,360 | 2,348,360 | — | $291.20万 | 新建仓 |
| IVVD | INVIVYD INC | $295.93万 | 0.16% | 2,276,349 | 136,219 | 6.4% | $17.71万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $297.43万 | 0.16% | 14,761 | 14,761 | — | $297.43万 | 新建仓 |
| EQ | EQUILLIUM INC | $299.80万 | 0.16% | 1,498,993 | 1,498,993 | — | $299.80万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $303.77万 | 0.16% | 160,723 | 160,723 | — | $303.77万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $306.30万 | 0.16% | 50,000 | 50,000 | — | $306.30万 | 新建仓 |
| — | ENHABIT INC | $320.48万 | 0.17% | 227,451 | 8,941 | 4.1% | $12.60万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC 看跌期权 | $325.73万 | 0.17% | 18,200 | 18,200 | — | $325.73万 | 新建仓 |
| — | ENGENE HOLDINGS INC | $347.68万 | 0.18% | 510,543 | 54,708 | 12.0% | $37.26万 | 加仓 |
| — | GRACE THERAPEUTICS INC | $350.31万 | 0.18% | 756,600 | 756,600 | — | $350.31万 | 新建仓 |
| CNC | CENTENE CORP DEL | $365.55万 | 0.19% | 111,652 | -212,440 | -65.5% | -$695.53万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $374.89万 | 0.20% | 677,924 | 677,924 | — | $374.89万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $383.19万 | 0.20% | 30,000 | -69,400 | -69.8% | -$886.45万 | 减仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $394.29万 | 0.21% | 183,902 | 183,902 | — | $394.29万 | 新建仓 |
| BRKR | BRUKER CORP | $422.65万 | 0.22% | 117,013 | -666,776 | -85.1% | -$2,408.40万 | 减仓 |
| HQY | HEALTHEQUITY INC | $431.34万 | 0.23% | 51,614 | -134,125 | -72.2% | -$1,120.88万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $437.37万 | 0.23% | 32,811 | -12,659 | -27.8% | -$168.74万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $475.65万 | 0.25% | 1,735,963 | -2,115,170 | -54.9% | -$579.56万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I 看跌期权 | $476.84万 | 0.25% | 14,800 | 14,800 | — | $476.84万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $512.57万 | 0.27% | 11,119 | -6,943 | -38.4% | -$320.07万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $523.47万 | 0.28% | 10,000 | 10,000 | — | $523.47万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $556.92万 | 0.29% | 29,512 | 29,512 | — | $556.92万 | 新建仓 |
| GKOS | GLAUKOS CORP | $648.26万 | 0.34% | 60,214 | -87,257 | -59.2% | -$939.41万 | 减仓 |
| TECH | BIO-TECHNE CORP | $657.93万 | 0.35% | 125,896 | -251,509 | -66.6% | -$1,314.39万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $665.33万 | 0.35% | 138,036 | 10,475 | 8.2% | $50.49万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $676.60万 | 0.36% | 200,000 | 200,000 | — | $676.60万 | 新建仓 |
| RVTY | REVVITY INC | $743.41万 | 0.39% | 84,854 | -77,923 | -47.9% | -$682.68万 | 减仓 |