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 |
|---|---|---|---|---|---|---|---|---|
| RVTY | REVVITY INC | $930.40万 | 0.48% | 83,624 | -1,230 | -1.4% | -$13.68万 | 减仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $933.57万 | 0.48% | 275,471 | -10,293 | -3.6% | -$34.88万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $952.05万 | 0.49% | 672,825 | -5,099 | -0.8% | -$7.22万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,021.64万 | 0.53% | 217,185 | 56,462 | 35.1% | $265.60万 | 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 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,053.55万 | 0.55% | 196,302 | 58,266 | 42.2% | $312.71万 | 加仓 |
| MRNA | MODERNA INC | $1,065.31万 | 0.55% | 152,122 | -7,586 | -4.7% | -$53.12万 | 减仓 |
| BRKR | BRUKER CORP | $1,100.66万 | 0.57% | 182,894 | 65,881 | 56.3% | $396.47万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $1,110.12万 | 0.58% | 41,621 | 41,621 | — | $1,110.12万 | 新建仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $1,117.50万 | 0.58% | 747,994 | 747,994 | — | $1,117.50万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,186.27万 | 0.62% | 196,532 | 66,958 | 51.7% | $404.16万 | 加仓 |
| HUM | HUMANA INC | $1,238.17万 | 0.64% | 31,171 | -1,291 | -4.0% | -$51.28万 | 重新持有 |
| CTMX | CYTOMX THERAPEUTICS INC. | $1,334.44万 | 0.69% | 3,558,497 | 369,983 | 11.6% | $138.74万 | 加仓 |
| PHVS | PHARVARIS N V | $1,336.11万 | 0.69% | 386,383 | -20,577 | -5.1% | -$71.16万 | 减仓 |
| CELC | CELCUITY INC | $1,338.41万 | 0.69% | 127,931 | 127,931 | — | $1,338.41万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $1,387.15万 | 0.72% | 428,531 | 428,531 | — | $1,387.15万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,428.25万 | 0.74% | 249,607 | 41,839 | 20.1% | $239.40万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $1,526.81万 | 0.79% | 831,142 | 117,873 | 16.5% | $216.53万 | 加仓 |
| INSM | INSMED INC | $1,590.87万 | 0.83% | 149,209 | 149,209 | — | $1,590.87万 | 新建仓 |
| LTC | LTC PPTYS INC | $1,617.36万 | 0.84% | 420,640 | 99,594 | 31.0% | $382.94万 | 加仓 |
| PNTG | PENNANT GROUP INC | $1,700.70万 | 0.88% | 460,272 | 148,094 | 47.4% | $547.21万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,843.18万 | 0.96% | 80,594 | 47,783 | 145.6% | $1,092.80万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,865.65万 | 0.97% | 1,865,653 | -1,174,167 | -38.6% | -$1,174.17万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,897.21万 | 0.98% | 490,235 | 490,235 | — | $1,897.21万 | 新建仓 |
| BBNX | BETA BIONICS INC | $1,957.87万 | 1.02% | 1,249,441 | -165,397 | -11.7% | -$259.18万 | 减仓 |
| WELL | WELLTOWER INC | $1,981.72万 | 1.03% | 87,312 | -93,641 | -51.7% | -$2,125.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,125.74万 | 1.10% | 51,145 | -9,717 | -16.0% | -$403.87万 | 重新持有 |
| THC | TENET HEALTHCARE CORP | $2,136.43万 | 1.11% | 114,199 | 84,687 | 287.0% | $1,584.32万 | 加仓 |
| PODD | INSULET CORP | $2,265.72万 | 1.18% | 148,816 | 5,270 | 3.7% | $80.24万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2,305.55万 | 1.20% | 483,547 | -102,133 | -17.4% | -$486.97万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $2,352.00万 | 1.22% | 602,922 | 363,812 | 152.2% | $1,419.23万 | 加仓 |
| GERN | GERON CORP | $2,395.83万 | 1.24% | 18,717,422 | -117,461 | -0.6% | -$15.04万 | 减仓 |
| LLY | ELI LILLY & CO | $2,412.77万 | 1.25% | 20,116 | 1,116 | 5.9% | $133.86万 | 加仓 |
| CHE | CHEMED CORP NEW | $2,446.21万 | 1.27% | 52,523 | 21,466 | 69.1% | $999.76万 | 加仓 |
| GSK | GSK PLC | $2,525.77万 | 1.31% | 481,833 | -1,303,342 | -73.0% | -$6,832.12万 | 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 |
| LQDA | LIQUIDIA CORPORATION | $3,417.64万 | 1.77% | 428,652 | -248,740 | -36.7% | -$1,983.20万 | 减仓 |
| PCVX | VAXCYTE INC | $3,661.91万 | 1.90% | 629,952 | -294,241 | -31.8% | -$1,710.42万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $3,830.75万 | 1.99% | 98,252 | 19,023 | 24.0% | $741.69万 | 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 |
| TVTX | TRAVERE THERAPEUTICS INC | $4,538.97万 | 2.35% | 798,973 | 256,363 | 47.2% | $1,456.40万 | 加仓 |
| NTRA | NATERA INC | $4,772.28万 | 2.48% | 175,807 | -208,906 | -54.3% | -$5,670.75万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $5,270.28万 | 2.73% | 664,684 | 32,584 | 5.2% | $258.36万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $5,464.92万 | 2.84% | 3,396,470 | -172,085 | -4.8% | -$276.88万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $6,116.89万 | 3.17% | 2,798,210 | -87,412 | -3.0% | -$191.08万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $6,645.49万 | 3.45% | 1,785,941 | -2,075 | -0.1% | -$7.72万 | 减仓 |
| 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 |
| VERA | VERA THERAPEUTICS INC | $9,495.00万 | 4.93% | 2,212,770 | 39,484 | 1.8% | $169.43万 | 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 |
| EHC | ENCOMPASS HEALTH CORP | $1.04亿 | 5.38% | 1,026,919 | 832,815 | 429.1% | $8,418.09万 | 加仓 |
| ABVX | ABIVAX SA | $1.22亿 | 6.32% | 913,880 | -20,543 | -2.2% | -$273.76万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.56亿 | 8.09% | 287,668 | 23,397 | 8.9% | $1,267.72万 | 加仓 |