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 |
|---|---|---|---|---|---|---|---|---|
| XENE | XENON PHARMACEUTICALS INC | $753.47万 | 0.40% | 129,574 | -101,806 | -44.0% | -$592.00万 | 减仓 |
| ICLR | ICON PLC | $760.10万 | 0.40% | 68,688 | -27,144 | -28.3% | -$300.38万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $778.06万 | 0.41% | 239,110 | 239,110 | — | $778.06万 | 新建仓 |
| MRNA | MODERNA INC | $811.32万 | 0.43% | 159,708 | -108,115 | -40.4% | -$549.22万 | 减仓 |
| PALI | PALISADE BIO INC | $872.81万 | 0.46% | 4,987,499 | -404,049 | -7.5% | -$70.71万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $914.73万 | 0.48% | 285,764 | -135,063 | -32.1% | -$432.34万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $930.30万 | 0.49% | 70,000 | 70,000 | — | $930.30万 | 新建仓 |
| PNTG | PENNANT GROUP INC | $951.52万 | 0.50% | 312,178 | 18,218 | 6.2% | $55.53万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $992.00万 | 0.52% | 40,000 | 40,000 | — | $992.00万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $1,082.36万 | 0.57% | 40,000 | 40,000 | — | $1,082.36万 | 新建仓 |
| PHVS | PHARVARIS N V | $1,149.66万 | 0.61% | 406,960 | -32,217 | -7.3% | -$91.01万 | 减仓 |
| CHE | CHEMED CORP NEW | $1,173.15万 | 0.62% | 31,057 | 31,057 | — | $1,173.15万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,173.68万 | 0.62% | 207,768 | 114,020 | 121.6% | $644.10万 | 加仓 |
| LTC | LTC PPTYS INC | $1,193.01万 | 0.63% | 321,046 | 321,046 | — | $1,193.01万 | 新建仓 |
| ARDX | ARDELYX INC | $1,335.44万 | 0.70% | 2,229,446 | 514,317 | 30.0% | $308.08万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,358.42万 | 0.72% | 576,580 | 141,946 | 32.7% | $334.42万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,395.15万 | 0.74% | 713,269 | -1,068,966 | -60.0% | -$2,090.90万 | 减仓 |
| BBNX | BETA BIONICS INC | $1,417.67万 | 0.75% | 1,414,838 | 736,576 | 108.6% | $738.05万 | 加仓 |
| RGEN | REPLIGEN CORP | $1,423.09万 | 0.75% | 120,785 | 15,698 | 14.9% | $184.95万 | 重新持有 |
| HYG | ISHARES TR 看跌期权 | $1,432.08万 | 0.76% | 180,000 | 180,000 | — | $1,432.08万 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,498.60万 | 0.79% | 3,188,514 | 681,424 | 27.2% | $320.27万 | 加仓 |
| INSM | INSMED INC 看涨期权 | $1,537.09万 | 0.81% | 94,000 | 94,000 | — | $1,537.09万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,612.09万 | 0.85% | 542,610 | -632,358 | -53.8% | -$1,878.74万 | 减仓 |
| LLY | ELI LILLY & CO | $1,747.56万 | 0.92% | 19,000 | 8,377 | 78.9% | $770.49万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,877.57万 | 0.99% | 194,104 | 87,178 | 81.5% | $843.27万 | 加仓 |
| QGEN | QIAGEN NV 看涨期权 | $1,907.11万 | 1.01% | 476,300 | 476,300 | — | $1,907.11万 | 新建仓 |
| QGEN | QIAGEN NV | $2,183.50万 | 1.15% | 545,330 | 545,330 | — | $2,183.50万 | 新建仓 |
| AVTR | AVANTOR INC | $2,331.84万 | 1.23% | 2,974,287 | -202,357 | -6.4% | -$158.65万 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $2,551.12万 | 1.35% | 8,677,281 | 733,479 | 9.2% | $215.64万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $2,556.48万 | 1.35% | 677,392 | 167,949 | 33.0% | $633.84万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,566.45万 | 1.35% | 585,680 | 585,680 | — | $2,566.45万 | 新建仓 |
| GERN | GERON CORP | $2,806.40万 | 1.48% | 18,834,883 | 1,174,900 | 6.7% | $175.06万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $2,893.91万 | 1.53% | 3,039,820 | 46,925 | 1.6% | $44.67万 | 加仓 |
| PODD | INSULET CORP | $3,012.17万 | 1.59% | 143,546 | 68,838 | 92.1% | $1,444.50万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,254.90万 | 1.72% | 1,981,070 | 1,981,070 | — | $3,254.90万 | 新建仓 |
| WELL | WELLTOWER INC | $3,577.62万 | 1.89% | 180,953 | 180,953 | — | $3,577.62万 | 新建仓 |
| TLT | ISHARES TR 看跌期权 | $3,717.27万 | 1.96% | 428,800 | 198,800 | 86.4% | $1,723.40万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $3,749.43万 | 1.98% | 79,229 | -16,645 | -17.4% | -$787.71万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $4,018.86万 | 2.12% | 90,000 | 90,000 | — | $4,018.86万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $4,746.44万 | 2.50% | 632,100 | 93,882 | 17.4% | $704.96万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $4,881.78万 | 2.57% | 3,568,555 | 3,193,626 | 851.8% | $4,368.88万 | 加仓 |
| PCVX | VAXCYTE INC | $5,370.49万 | 2.83% | 924,193 | -273,529 | -22.8% | -$1,589.48万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $5,671.59万 | 2.99% | 1,788,016 | 353,291 | 24.6% | $1,120.64万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,740.81万 | 3.55% | 2,885,622 | -428,786 | -12.9% | -$1,001.64万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $6,958.64万 | 3.67% | 107,000 | 62,100 | 138.3% | $4,038.61万 | 加仓 |
| NTRA | NATERA INC | $7,693.88万 | 4.06% | 384,713 | 50,220 | 15.0% | $1,004.35万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $8,743.13万 | 4.61% | 2,173,286 | -899,018 | -29.3% | -$3,616.75万 | 减仓 |
| GSK | GSK PLC | $9,852.38万 | 5.20% | 1,785,175 | -894,546 | -33.4% | -$4,937.00万 | 减仓 |
| ABVX | ABIVAX SA | $1.04亿 | 5.49% | 934,423 | 276,589 | 42.0% | $3,079.82万 | 加仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $1.38亿 | 7.26% | 238,700 | 13,700 | 6.1% | $790.74万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.57亿 | 8.26% | 264,271 | 11,679 | 4.6% | $692.54万 | 加仓 |