13F 机构持仓

Eversept Partners, LP

NEW YORK NY · SEC CIK 0001697013

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$19.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

UTHR 8.3%
QQQ 看跌期权 7.3%
ABVX 5.5%
GSK 5.2%
VERA 4.6%
NTRA 4.1%
SPY 看跌期权 3.7%
SNDX 3.6%
CLDX 3.0%
PCVX 2.8%

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 $00.00%0 -186,262-100.0% -$4,263.91万 清仓
— EXACT SCIENCES CORP $00.00%0 -241,678-100.0% -$2,454.48万 清仓
— CIDARA THERAPEUTICS INC $00.00%0 -98,721-100.0% -$2,180.65万 清仓
— TEVA PHARMACEUTICAL INDS LTD $00.00%0 -660,177-100.0% -$2,060.41万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
BIIB BIOGEN INC $00.00%0 -77,944-100.0% -$1,371.74万 清仓
— SELECT MED HLDGS CORP $00.00%0 -906,100-100.0% -$1,345.56万 清仓
CGON CG ONCOLOGY INC $00.00%0 -308,466-100.0% -$1,280.75万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -235,293-100.0% -$1,269.17万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -30,195-100.0% -$1,058.49万 清仓
MNKD MANNKIND CORP $00.00%0 -1,852,563-100.0% -$1,050.40万 清仓
ASND ASCENDIS PHARMA A/S $00.00%0 -48,241-100.0% -$1,028.69万 清仓
ILMN ILLUMINA INC $00.00%0 -76,721-100.0% -$1,006.27万 清仓
— DYNAVAX TECHNOLOGIES CORP $00.00%0 -605,976-100.0% -$931.99万 清仓
EWTX EDGEWISE THERAPEUTICS INC $00.00%0 -337,340-100.0% -$837.11万 清仓
— CATALYST PHARMACEUTICALS INC $00.00%0 -358,168-100.0% -$835.96万 清仓
HUM HUMANA INC $00.00%0 —— — 申报中断
REGN REGENERON PHARMACEUTICALS $00.00%0 -10,097-100.0% -$779.36万 清仓
CVS CVS HEALTH CORP $00.00%0 -63,696-100.0% -$505.49万 清仓
ACAD ACADIA PHARMACEUTICALS INC $00.00%0 -176,594-100.0% -$471.68万 清仓
PTGX PROTAGONIST THERAPEUTICS INC $00.00%0 —— — 申报中断
ZBIO ZENAS BIOPHARMA INC $00.00%0 -121,016-100.0% -$439.41万 清仓
NHC NATIONAL HEALTHCARE CORP $00.00%0 —— — 申报中断
FTRE FORTREA HLDGS INC $00.00%0 -224,139-100.0% -$386.64万 清仓
MRVI MARAVAI LIFESCIENCES HLDGS I $00.00%0 -718,582-100.0% -$233.54万 清仓
EOLS EVOLUS INC $00.00%0 -344,104-100.0% -$228.83万 清仓
RAPP RAPPORT THERAPEUTICS INC $00.00%0 -59,233-100.0% -$179.71万 清仓
BHVN BIOHAVEN LTD $00.00%0 —— — 申报中断
QURE UNIQURE NV $00.00%0 -62,820-100.0% -$150.33万 清仓
NVAX NOVAVAX INC $00.00%0 -181,220-100.0% -$121.78万 清仓
CBLL CERIBELL INC $00.00%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 00.0% — 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 00.0% — 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 34,79946.2% $17.40万 加仓
EDIT EDITAS MEDICINE INC $71.86万0.04%290,919 00.0% — 不变
BCYC BICYCLE THERAPEUTICS PLC $88.49万0.05%190,715 11,8006.6% $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 5,8069.4% $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 5,3514.2% $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 46,54117.9% $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 49,4025.9% $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 13,93911.5% $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 1,2610.1% $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 8,9186.5% $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%384,264 214,069125.8% $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%334,861 274,869458.2% $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%1,351,106 344,94334.3% $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%2,276,349 136,2196.4% $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 8,9414.1% $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 54,70812.0% $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 10,4758.2% $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