Endurant Capital Management LP 13F 持仓 · 最近申报 2023年Q4
Endurant Capital Management 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 1,744.16 万美元。前几大持仓：BSX（12.96%）、TMO（11.55%）、AXNX（8.87%）。本季前 25 大持仓中：新建仓 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSX | BOSTON SCIENTIFIC CORP | $2.3M | 12.96% | 39,108 | 减持 |
| 2 | TMO | THERMO FISHER SCIENTIFIC INC | $2.0M | 11.55% | 3,794 | 减持 |
| 3 | AXNX | AXONICS INC | $1.5M | 8.87% | 24,871 | 新建仓 |
| 4 | ELV | ELEVANCE HEALTH INC | $1.2M | 7.10% | 2,627 | 减持 |
| 5 | ICLR | ICON PLC | $1.0M | 5.94% | 3,659 | 新建仓 |
| 6 | LH | LABORATORY CORP AMER HLDGS | $905,523 | 5.19% | 3,984 | 新建仓 |
| 7 | EHC | ENCOMPASS HEALTH CORP | $858,686 | 4.92% | 12,870 | 新建仓 |
| 8 | PODD | INSULET CORP | $847,524 | 4.86% | 3,906 | 减持 |
| 9 | HOLX | HOLOGIC INC | $831,035 | 4.76% | 11,631 | 减持 |
| 10 | ZBH | ZIMMER BIOMET HOLDINGS INC | $687,118 | 3.94% | 5,646 | 减持 |
| 11 | AVTR | AVANTOR INC | $561,572 | 3.22% | 24,598 | 减持 |
| 12 | THC | TENET HEALTHCARE CORP | $551,888 | 3.16% | 7,303 | 减持 |
| 13 | PFE | PFIZER INC | $454,594 | 2.61% | 15,790 | 新建仓 |
| 14 | BMRN | BIOMARIN PHARMACEUTICAL INC | $448,353 | 2.57% | 4,650 | 减持 |
| 15 | KIDS | ORTHOPEDIATRICS CORP | $436,544 | 2.50% | 13,428 | 减持 |
| 16 | CI | THE CIGNA GROUP | $414,439 | 2.38% | 1,384 | 减持 |
| 17 | QDEL | QUIDELORTHO CORP | $379,334 | 2.17% | 5,147 | 减持 |
| 18 | COO | COOPER COS INC | $373,899 | 2.14% | 988 | 减持 |
| 19 | SBRA | SABRA HEALTH CARE REIT INC | $285,643 | 1.64% | 20,017 | 减持 |
| 20 | A | AGILENT TECHNOLOGIES INC | $264,157 | 1.51% | 1,900 | 新建仓 |
| 21 | FTRE | FORTREA HLDGS INC | $243,881 | 1.40% | 6,988 | 新建仓 |
| 22 | QGEN | QIAGEN NV | $226,661 | 1.30% | 5,219 | 新建仓 |
| 23 | HUM | HUMANA INC | $214,713 | 1.23% | 469 | 减持 |
| 24 | COR | CENCORA INC | $203,326 | 1.17% | 990 | 减持 |
| 25 | ACRS | ACLARIS THERAPEUTICS INC | $155,820 | 0.89% | 148,400 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR