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8 KNOTS MANAGEMENT, LLC · 13F 持仓分析
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8 KNOTS MANAGEMENT, LLC

No.3043 数据截至 2025Q4
最新持仓市值 (Q4 2025)
$8.68亿
环比变动 Q3 2025
-$1,602.0万-1.8%
持仓股票数
12
新买入
3
加仓
3
减仓
5
清仓
10
持股不变
1
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Q4 2025 市值Q4 2025 股数上季度市值上季度股数股数变动操作
MOLINA HEALTHCAREMOH
22.92%$1.99亿114.6万股$00股+114.6万股新买入
CENTENE DEL COMCNC
22.31%21.11%$1.94亿470.6万股$1.87亿523.2万股-52.5万股-10.04%减仓
Elevance健康ELV
20.66%6.5%$1.79亿51.2万股$5,749.9万17.8万股+33.4万股+187.49%加仓
BBRIGHTSPRING HEALTH SVCSBTSG
9%5.8%$7,816.1万208.7万股$5,124.4万173.4万股+35.4万股+20.39%加仓
EENHABIT INC COM
5.4%3.82%$4,688.1万508.5万股$3,379.3万421.9万股+86.6万股+20.52%加仓
CVS健康CVS
4.71%10.02%$4,085.7万51.5万股$8,856.8万117.5万股-66.0万股-56.18%减仓
AALIGNMENT HEALTHCAREALHC
4.25%5.71%$3,690.0万186.8万股$5,048.4万289.3万股-102.5万股-35.42%减仓
HEALTHCARE SVCSHCSG
3.51%6.39%$3,045.0万159.3万股$5,652.7万335.9万股-176.6万股-52.58%减仓
卡地纳健康CAH
3.29%$2,852.2万13.9万股$00股+13.9万股新买入
PACSPACS
2.7%$2,342.1万61.0万股$00股+61.0万股新买入
EEHEALTH INC COMEHTH
1.24%1.14%$1,072.7万233.2万股$1,005.1万233.2万股00.00%持仓不变
PENNANTPNTG
0.03%4.97%$24.5万8,705股$4,392.2万174.2万股-173.3万股-99.50%减仓

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