Eversept Partners, LP 13F 持仓 · 2026年Q2
Eversept Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 19.28 亿美元。前几大持仓：UTHR（8.09%）、ABVX（6.32%）、EHC（5.38%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP DEL | $155.9M | 8.09% | 287,668 | 增持 |
| 2 | ABVX | ABIVAX SA | $121.8M | 6.32% | 913,880 | 减持 |
| 3 | EHC | ENCOMPASS HEALTH CORP | $103.8M | 5.38% | 1.0M | 增持 |
| 4 | ENSG | ENSIGN GROUP INC | $96.5M | 5.01% | 602,079 | 增持 |
| 5 | VERA | VERA THERAPEUTICS INC | $94.9M | 4.93% | 2.2M | 增持 |
| 6 | QQQ | INVESCO QQQ TR | $72.6M | 3.77% | 98,600 | 减持 |
| 7 | CLDX | CELLDEX THERAPEUTICS INC NEW | $66.5M | 3.45% | 1.8M | 减持 |
| 8 | SNDX | SYNDAX PHARMACEUTICALS INC | $61.2M | 3.17% | 2.8M | 减持 |
| 9 | BKD | BROOKDALE SR LIVING INC | $54.6M | 2.84% | 3.4M | 减持 |
| 10 | IONS | IONIS PHARMACEUTICALS INC | $52.7M | 2.73% | 664,684 | 增持 |
| 11 | NTRA | NATERA INC | $47.7M | 2.48% | 175,807 | 减持 |
| 12 | TVTX | TRAVERE THERAPEUTICS INC | $45.4M | 2.35% | 798,973 | 增持 |
| 13 | CTRE | CARETRUST REIT INC | $43.3M | 2.24% | 1.1M | 新建仓 |
| 14 | HCA | HCA HEALTHCARE INC | $38.3M | 1.99% | 98,252 | 增持 |
| 15 | PCVX | VAXCYTE INC | $36.6M | 1.90% | 629,952 | 减持 |
| 16 | LQDA | LIQUIDIA CORPORATION | $34.2M | 1.77% | 428,652 | 减持 |
| 17 | CYH | COMMUNITY HEALTH SYS INC NEW | $26.3M | 1.36% | 7.9M | 减持 |
| 18 | INSM | INSMED INC | $26.2M | 1.36% | 245,809 | 增持 |
| 19 | GSK | GSK PLC | $25.3M | 1.31% | 481,833 | 减持 |
| 20 | CHE | CHEMED CORP NEW | $24.5M | 1.27% | 52,523 | 增持 |
| 21 | LLY | ELI LILLY & CO | $24.1M | 1.25% | 20,116 | 增持 |
| 22 | GERN | GERON CORP | $24.0M | 1.24% | 18.7M | 减持 |
| 23 | VKTX | VIKING THERAPEUTICS INC | $23.5M | 1.22% | 602,922 | 增持 |
| 24 | OHI | OMEGA HEALTHCARE INVS INC | $23.1M | 1.20% | 483,547 | 减持 |
| 25 | PODD | INSULET CORP | $22.7M | 1.18% | 148,816 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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