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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $130.03万 | 0.07% | 6,943 | 6,943 | — | $130.03万 | 新建仓 |
| SVRA | SAVARA INC | $125.93万 | 0.07% | 204,428 | -179,836 | -46.8% | -$110.78万 | 减仓 |
| SRZN | SURROZEN INC | $123.98万 | 0.06% | 47,777 | -10,847 | -18.5% | -$28.15万 | 减仓 |
| — | INOVIO PHARMACEUTICALS INC | $113.89万 | 0.06% | 1,035,360 | 0 | 0.0% | — | 不变 |
| — | PLIANT THERAPEUTICS INC | $101.62万 | 0.05% | 891,425 | 0 | 0.0% | — | 不变 |
| — | CYBIN INC | $96.77万 | 0.05% | 146,403 | 146,403 | — | $96.77万 | 新建仓 |
| ODTX | ODYSSEY THERAPEUTICS INC | $92.91万 | 0.05% | 49,658 | 49,658 | — | $92.91万 | 新建仓 |
| — | ENGENE THERAPEUTICS INC | $81.24万 | 0.04% | 469,584 | 469,584 | — | $81.24万 | 新建仓 |
| BCYC | BICYCLE THERAPEUTICS PLC | $80.86万 | 0.04% | 190,715 | 0 | 0.0% | — | 不变 |
| — | LIPOCINE INC NEW | $75.52万 | 0.04% | 294,989 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $64.49万 | 0.03% | 93,192 | -184,707 | -66.5% | -$127.82万 | 减仓 |
| — | EHEALTH INC | $60.32万 | 0.03% | 404,854 | 183,939 | 83.3% | $27.41万 | 加仓 |
| — | ATAIBECKLEY INC | $53.98万 | 0.03% | 102,430 | 102,430 | — | $53.98万 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $48.69万 | 0.03% | 427,095 | 427,095 | — | $48.69万 | 新建仓 |
| — | SS INNOVATIONS INTERNATIONAL | $45.72万 | 0.02% | 110,157 | 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 |
| — | RETRACTABLE TECHNOLOGIES INC | $41.83万 | 0.02% | 580,919 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $26.90万 | 0.01% | 319,788 | -37,873 | -10.6% | -$3.19万 | 减仓 |
| GHRS | GH RESEARCH PLC | $23.31万 | 0.01% | 8,672 | 8,672 | — | $23.31万 | 新建仓 |
| AVTX | AVALO THERAPEUTICS INC | $18.48万 | 0.01% | 10,000 | 10,000 | — | $18.48万 | 新建仓 |
| 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 |