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Eversept Partners, LP · 13F 持仓分析
期权收益计算器 机构排行

Eversept Partners, LP

No.1793 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$19.28亿
环比变动 Q1 2026
+$3,121.0万+1.6%
持仓股票数
119
新买入
30
加仓
41
减仓
42
清仓
28
持股不变
6
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
United TherapeuticsUTHR
8.09%8.26%$1.56亿28.8万股$1.57亿26.4万股+2.3万股+8.85%加仓
ABIVAXABVX
6.32%5.49%$1.22亿91.4万股$1.04亿93.4万股-2.1万股-2.20%减仓
EENCOMPASS HEALTH COMEHC
5.38%0.99%$1.04亿102.7万股$1,877.6万19.4万股+83.3万股+429.06%加仓
EENSIGNENSG
5.01%0.16%$9,651.3万60.2万股$297.4万1.5万股+58.7万股+3,978.85%加仓
VVERA THERAPEUTICSVERA
4.93%4.61%$9,495.0万221.3万股$8,743.1万217.3万股+3.9万股+1.82%加仓
V先锋领航指数基金VOO
3.77%7.26%$7,260.9万9.9万股$1.38亿23.9万股-14.0万股-58.69%减仓
CCELLDEX THERAPEUTICS NEWCLDX
3.45%2.99%$6,645.5万178.6万股$5,671.6万178.8万股-2,075股-0.12%减仓
SYNDAX PHARMACEUTICALSSNDX
3.17%3.55%$6,116.9万279.8万股$6,740.8万288.6万股-8.7万股-3.03%减仓
BBROOKDALE SR LIVINGBKD
2.84%2.57%$5,464.9万339.6万股$4,881.8万356.9万股-17.2万股-4.82%减仓
Ionis制药IONS
2.73%2.5%$5,270.3万66.5万股$4,746.4万63.2万股+3.3万股+5.15%加仓
NateraNTRA
2.48%4.06%$4,772.3万17.6万股$7,693.9万38.5万股-20.9万股-54.30%减仓
TTRAVERE THERAPEUTICSTVTX
2.35%0.85%$4,539.0万79.9万股$1,612.1万54.3万股+25.6万股+47.25%加仓
CARETRUST REITCTRE
2.24%$4,325.6万107.2万股$00股+107.2万股新买入
HCA医疗HCA
1.99%1.98%$3,830.7万9.8万股$3,749.4万7.9万股+1.9万股+24.01%加仓
VAXCYTEPCVX
1.9%2.83%$3,661.9万63.0万股$5,370.5万92.4万股-29.4万股-31.84%减仓
LIQUIDIALQDA
1.77%1.35%$3,417.6万42.9万股$2,556.5万67.7万股-24.9万股-36.72%减仓
COMMUNITY HEALTH SYS INC NEW COMCYH
1.36%1.35%$2,626.8万786.5万股$2,551.1万867.7万股-81.3万股-9.37%减仓
InsmedINSM
1.36%0.81%$2,620.8万24.6万股$1,537.1万9.4万股+15.2万股+161.50%加仓
GSK SPONSORED ADRGSK
1.31%5.2%$2,525.8万48.2万股$9,852.4万178.5万股-130.3万股-73.01%减仓
CCHEMED NEWCHE
1.27%0.62%$2,446.2万5.3万股$1,173.1万3.1万股+2.1万股+69.12%加仓
礼来LLY
1.25%0.92%$2,412.8万2.0万股$1,747.6万1.9万股+1,116股+5.87%加仓
GGERONGERN
1.24%1.48%$2,395.8万1,871.7万股$2,806.4万1,883.5万股-11.7万股-0.62%减仓
VVIKING THERAPEUTICSVKTX
1.22%0.41%$2,352.0万60.3万股$778.1万23.9万股+36.4万股+152.15%加仓
OMEGA HEALTHCARE INVSOHI
1.2%1.35%$2,305.6万48.4万股$2,566.4万58.6万股-10.2万股-17.44%减仓
InsuletPODD
1.18%1.59%$2,265.7万14.9万股$3,012.2万14.4万股+5,270股+3.67%加仓
TTENET HEALTHCARETHC
1.11%0.29%$2,136.4万11.4万股$556.9万3.0万股+8.5万股+286.96%加仓
联合健康UNH
1.1%0.57%$2,125.7万5.1万股$1,082.4万4.0万股+1.1万股+27.86%加仓
WELLTOWER COMWELL
1.03%1.89%$1,981.7万8.7万股$3,577.6万18.1万股-9.4万股-51.75%减仓
BBETA BIONICSBBNX
1.02%0.75%$1,957.9万124.9万股$1,417.7万141.5万股-16.5万股-11.69%减仓
COGENT BIOSCIENCESCOGT
0.98%$1,897.2万49.0万股$00股+49.0万股新买入
BIOCRYST PHARMACEUTICALSBCRX
0.97%1.53%$1,865.7万186.6万股$2,893.9万304.0万股-117.4万股-38.63%减仓
MOLINA HEALTHCAREMOH
0.96%0.23%$1,843.2万8.1万股$437.4万3.3万股+4.8万股+145.63%加仓
PENNANTPNTG
0.88%0.5%$1,700.7万46.0万股$951.5万31.2万股+14.8万股+47.44%加仓
LLTC PPTYSLTC
0.84%0.63%$1,617.4万42.1万股$1,193.0万32.1万股+10.0万股+31.02%加仓
VVIRIDIAN THERAPEUTICSVRDN
0.79%0.74%$1,526.8万83.1万股$1,395.2万71.3万股+11.8万股+16.53%加仓
BioMarin制药BMRN
0.74%0.62%$1,428.3万25.0万股$1,173.7万20.8万股+4.2万股+20.14%加仓
AMN HEALTHCARE SVCSAMN
0.72%$1,387.2万42.9万股$00股+42.9万股新买入
CELCUITYCELC
0.69%$1,338.4万12.8万股$00股+12.8万股新买入
PHARVARISPHVS
0.69%0.61%$1,336.1万38.6万股$1,149.7万40.7万股-2.1万股-5.06%减仓
CYTOMX THERAPEUTICSCTMX
0.69%0.79%$1,334.4万355.8万股$1,498.6万318.9万股+37.0万股+11.60%加仓
HUMANA COMHUM
0.64%$1,238.2万3.1万股$00股+3.1万股新买入
XENON PHARMACEUTICALSXENE
0.62%0.4%$1,186.3万19.7万股$753.5万13.0万股+6.7万股+51.68%加仓
CORVUS PHARMACEUTICALS ICRVS
0.58%$1,117.5万74.8万股$00股+74.8万股新买入
AASCENDIS PHARMA A/S SPONSORED ADRASND
0.58%$1,110.1万4.2万股$00股+4.2万股新买入
布鲁克BRKR
0.57%0.22%$1,100.7万18.3万股$422.7万11.7万股+6.6万股+56.30%加仓
莫德纳MRNA
0.55%0.43%$1,065.3万15.2万股$811.3万16.0万股-7,586股-4.75%减仓
STRUCTURE THERAPEUTICSGPCR
0.55%0.35%$1,053.6万19.6万股$665.3万13.8万股+5.8万股+42.21%加仓
DDEFINIUM THERAPEUTICSDFTX
0.53%0.16%$1,021.6万21.7万股$303.8万16.1万股+5.6万股+35.13%加仓
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
0.49%0.2%$952.0万67.3万股$374.9万67.8万股-5,099股-0.75%减仓
NNEWAMSTERDAM PHARMANAMS
0.48%0.48%$933.6万27.5万股$914.7万28.6万股-1.0万股-3.60%减仓

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