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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -107,000 | -100.0% | -$6,958.64万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$4,018.86万 | 清仓 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -428,800 | -100.0% | -$3,717.27万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -1,981,070 | -100.0% | -$3,254.90万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -2,974,287 | -100.0% | -$2,331.84万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -545,330 | -100.0% | -$2,183.50万 | 清仓 |
| HYG | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -180,000 | -100.0% | -$1,432.08万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$1,082.36万 | 清仓 |
| IWM | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$992.00万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -70,000 | -100.0% | -$930.30万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -68,688 | -100.0% | -$760.10万 | 清仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$676.60万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$523.47万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I 看跌期权 | $0 | 0.00% | 0 | -14,800 | -100.0% | -$476.84万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -1,735,963 | -100.0% | -$475.65万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -51,614 | -100.0% | -$431.34万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -183,902 | -100.0% | -$394.29万 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -111,652 | -100.0% | -$365.55万 | 清仓 |
| — | ENGENE HOLDINGS INC | $0 | 0.00% | 0 | -510,543 | -100.0% | -$347.68万 | 清仓 |
| — | ENHABIT INC | $0 | 0.00% | 0 | -227,451 | -100.0% | -$320.48万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$306.30万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -73,161 | -100.0% | -$182.24万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -134,917 | -100.0% | -$147.06万 | 清仓 |
| BVS | BIOVENTUS INC | $0 | 0.00% | 0 | -159,110 | -100.0% | -$145.27万 | 清仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | -39,238 | -100.0% | -$118.30万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -27,055 | -100.0% | -$103.62万 | 清仓 |
| — | PASSAGE BIO INC | $0 | 0.00% | 0 | -131,581 | -100.0% | -$103.29万 | 清仓 |
| DHC | DIVERSIFIED HEALTHCARE TR | $0 | 0.00% | 0 | -151,283 | -100.0% | -$100.45万 | 清仓 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | -67,744 | -100.0% | -$92.67万 | 清仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -52,000 | -100.0% | -$39.78万 | 清仓 |
| AIRS | AIRSCULPT TECHNOLOGIES INC | $0 | 0.00% | 0 | -74,139 | -100.0% | -$20.98万 | 清仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看涨期权 | $0 | 0.00% | 0 | -23,800 | -100.0% | -$13.26万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $18.48万 | 0.01% | 10,000 | 10,000 | — | $18.48万 | 新建仓 |
| GHRS | GH RESEARCH PLC | $23.31万 | 0.01% | 8,672 | 8,672 | — | $23.31万 | 新建仓 |
| — | SELECTQUOTE INC | $26.90万 | 0.01% | 319,788 | -37,873 | -10.6% | -$3.19万 | 减仓 |
| — | RETRACTABLE TECHNOLOGIES INC | $41.83万 | 0.02% | 580,919 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $45.37万 | 0.02% | 16,510 | -24,379 | -59.6% | -$66.99万 | 减仓 |
| — | SS INNOVATIONS INTERNATIONAL | $45.72万 | 0.02% | 110,157 | 0 | 0.0% | — | 不变 |
| — | AKEBIA THREAPEUTICS INC | $48.69万 | 0.03% | 427,095 | 427,095 | — | $48.69万 | 新建仓 |
| — | ATAIBECKLEY INC | $53.98万 | 0.03% | 102,430 | 102,430 | — | $53.98万 | 新建仓 |
| — | EHEALTH INC | $60.32万 | 0.03% | 404,854 | 183,939 | 83.3% | $27.41万 | 加仓 |
| RLMD | RELMADA THERAPEUTICS INC | $64.49万 | 0.03% | 93,192 | -184,707 | -66.5% | -$127.82万 | 减仓 |
| — | LIPOCINE INC NEW | $75.52万 | 0.04% | 294,989 | 0 | 0.0% | — | 不变 |
| BCYC | BICYCLE THERAPEUTICS PLC | $80.86万 | 0.04% | 190,715 | 0 | 0.0% | — | 不变 |
| — | ENGENE THERAPEUTICS INC | $81.24万 | 0.04% | 469,584 | 469,584 | — | $81.24万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $92.91万 | 0.05% | 49,658 | 49,658 | — | $92.91万 | 新建仓 |
| — | CYBIN INC | $96.77万 | 0.05% | 146,403 | 146,403 | — | $96.77万 | 新建仓 |
| — | PLIANT THERAPEUTICS INC | $101.62万 | 0.05% | 891,425 | 0 | 0.0% | — | 不变 |
| — | INOVIO PHARMACEUTICALS INC | $113.89万 | 0.06% | 1,035,360 | 0 | 0.0% | — | 不变 |
| SRZN | SURROZEN INC | $123.98万 | 0.06% | 47,777 | -10,847 | -18.5% | -$28.15万 | 减仓 |
| SVRA | SAVARA INC | $125.93万 | 0.07% | 204,428 | -179,836 | -46.8% | -$110.78万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $130.03万 | 0.07% | 6,943 | 6,943 | — | $130.03万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $136.41万 | 0.07% | 19,308 | -106,588 | -84.7% | -$753.04万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $138.91万 | 0.07% | 303,306 | -3,494 | -1.1% | -$1.60万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $148.65万 | 0.08% | 458,809 | 167,890 | 57.7% | $54.40万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $159.61万 | 0.08% | 156,636 | -93,364 | -37.3% | -$95.14万 | 减仓 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL | $163.74万 | 0.08% | 166,229 | -234,958 | -58.6% | -$231.43万 | 减仓 |
| — | GRACE THERAPEUTICS INC | $175.45万 | 0.09% | 772,900 | 16,300 | 2.2% | $3.70万 | 加仓 |
| — | PROQR THRAPEUTICS N V | $190.14万 | 0.10% | 1,022,265 | 1,022,265 | — | $190.14万 | 新建仓 |
| IVVD | INVIVYD INC | $195.16万 | 0.10% | 2,237,015 | -39,334 | -1.7% | -$3.43万 | 减仓 |
| RGEN | REPLIGEN CORP | $196.49万 | 0.10% | 14,401 | -106,384 | -88.1% | -$1,451.50万 | 减仓 |
| — | SPRUCE BIOSCIENCES INC | $216.00万 | 0.11% | 40,000 | 40,000 | — | $216.00万 | 新建仓 |
| — | AMARIN CORP PLC | $231.60万 | 0.12% | 145,296 | -2,419 | -1.6% | -$3.86万 | 减仓 |
| EVMN | EVOMMUNE INC | $231.86万 | 0.12% | 174,460 | 119,780 | 219.1% | $159.19万 | 加仓 |
| CTNM | CONTINEUM THERAPEUTICS INC | $242.60万 | 0.13% | 148,017 | 1,606 | 1.1% | $2.63万 | 加仓 |
| — | PMV PHARMACEUTICALS INC | $253.38万 | 0.13% | 1,890,904 | -457,456 | -19.5% | -$61.30万 | 减仓 |
| QGEN | QIAGEN NV 看涨期权 | $266.27万 | 0.14% | 68,100 | -408,200 | -85.7% | -$1,596.06万 | 减仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $269.82万 | 0.14% | 276,174 | 0 | 0.0% | — | 不变 |
| DSGN | DESIGN THERAPEUTICS INC | $274.93万 | 0.14% | 190,000 | 190,000 | — | $274.93万 | 新建仓 |
| VOR | VOR BIOPHARMA INC | $275.56万 | 0.14% | 149,681 | 149,681 | — | $275.56万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC 看跌期权 | $279.54万 | 0.15% | 18,800 | 600 | 3.3% | $8.92万 | 加仓 |
| ALEC | ALECTOR INC | $286.20万 | 0.15% | 1,423,873 | 72,767 | 5.4% | $14.63万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $287.96万 | 0.15% | 7,241 | -3,878 | -34.9% | -$154.22万 | 减仓 |
| IFRX | INFLARX NV | $292.11万 | 0.15% | 1,304,069 | -454,504 | -25.8% | -$101.81万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $301.98万 | 0.16% | 377,007 | 240,772 | 176.7% | $192.86万 | 加仓 |
| ANRO | ALTO NEUROSCIENCE INC | $338.55万 | 0.18% | 128,286 | 3,118 | 2.5% | $8.23万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $350.64万 | 0.18% | 55,710 | 55,710 | — | $350.64万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $354.90万 | 0.18% | 135,355 | -441,225 | -76.5% | -$1,156.89万 | 减仓 |
| AGL | AGILON HEALTH INC | $405.05万 | 0.21% | 37,792 | -138,796 | -78.6% | -$1,487.62万 | 减仓 |
| GKOS | GLAUKOS CORP | $410.10万 | 0.21% | 29,343 | -30,871 | -51.3% | -$431.45万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $418.71万 | 0.22% | 102,624 | 74,187 | 260.9% | $302.68万 | 加仓 |
| EYPT | EYEPOINT INC | $425.76万 | 0.22% | 297,735 | 297,735 | — | $425.76万 | 新建仓 |
| NHC | NATIONAL HEALTHCARE CORP | $467.44万 | 0.24% | 22,116 | -6,461 | -22.6% | -$136.56万 | 重新持有 |
| ANAB | ANAPTYSBIO INC | $472.39万 | 0.25% | 69,983 | 42,894 | 158.3% | $289.53万 | 加仓 |
| EQ | EQUILLIUM INC | $486.66万 | 0.25% | 1,520,824 | 21,831 | 1.5% | $6.99万 | 加仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $490.57万 | 0.25% | 31,000 | 1,000 | 3.3% | $15.82万 | 加仓 |
| PACS | PACS GROUP INC | $500.77万 | 0.26% | 117,441 | 117,441 | — | $500.77万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $514.64万 | 0.27% | 154,130 | 91,555 | 146.3% | $305.70万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $538.95万 | 0.28% | 70,673 | 70,673 | — | $538.95万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $570.70万 | 0.30% | 166,289 | 166,289 | — | $570.70万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $596.08万 | 0.31% | 183,663 | 83,465 | 83.3% | $270.89万 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $653.41万 | 0.34% | 590,252 | 255,391 | 76.3% | $282.72万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $693.40万 | 0.36% | 136,631 | 136,631 | — | $693.40万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $717.14万 | 0.37% | 58,504 | 5,543 | 10.5% | $67.95万 | 重新持有 |
| BHVN | BIOHAVEN LTD | $767.52万 | 0.40% | 515,804 | 370,373 | 254.7% | $551.12万 | 重新持有 |
| NVO | NOVO-NORDISK A S | $811.27万 | 0.42% | 169,227 | 169,227 | — | $811.27万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $812.60万 | 0.42% | 434,314 | 163,609 | 60.4% | $306.11万 | 加仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $835.54万 | 0.43% | 309,689 | 309,689 | — | $835.54万 | 新建仓 |
| ARDX | ARDELYX INC | $855.96万 | 0.44% | 1,678,345 | -551,101 | -24.7% | -$281.06万 | 减仓 |
| PALI | PALISADE BIO INC | $874.20万 | 0.45% | 4,182,785 | -804,714 | -16.1% | -$168.19万 | 减仓 |