Eversept Partners, LP
Reported holdings as of Q2 2026, from 35 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP DEL | UTHR | $155.9M | 287,668 | -0.18pp | 25q | +8.9%+$12.7M | |
| ABIVAX SA | ABVX | $121.8M | 913,880 | +0.83pp | 4q | -2.2%-$2.7M | |
| ENCOMPASS HEALTH CORP | EHC | $103.8M | 1,026,919 | +4.39pp | 3q | +429.1%+$84.2M | |
| ENSIGN GROUP INC | ENSG | $96.5M | 602,079 | +4.85pp | 2q | +3978.8%+$94.1M | |
| VERA THERAPEUTICS INC | VERA | $94.9M | 2,212,770 | +0.32pp | 16q | +1.8%+$1.7M | |
| INVESCO QQQ TR PUT | QQQ | $72.6M | options only | -3.50pp | 14q | OPTIONS | |
| CELLDEX THERAPEUTICS INC NEW | CLDX | $66.5M | 1,785,941 | +0.46pp | 19q | HELD | |
| SYNDAX PHARMACEUTICALS INC | SNDX | $61.2M | 2,798,210 | -0.38pp | 17q | -3.0%-$1.9M | |
| BROOKDALE SR LIVING INC | BKD | $54.6M | 3,396,470 | +0.26pp | 3q | -4.8%-$2.8M | |
| IONIS PHARMACEUTICALS INC | IONS | $52.7M | 664,684 | +0.23pp | 21q | +5.2%+$2.6M | |
| NATERA INC | NTRA | $47.7M | 175,807 | -1.58pp | 17q | -54.3%-$56.7M | |
| TRAVERE THERAPEUTICS INC | TVTX | $45.4M | 798,973 | +1.50pp | 10q | +47.2%+$14.6M | |
| CARETRUST REIT INC | CTRE | $43.3M | 1,072,015 | - | new | NEW | |
| HCA HEALTHCARE INC | HCA | $38.3M | 98,252 | +0.01pp | 14q | +24.0%+$7.4M | |
| VAXCYTE INC | PCVX | $36.6M | 629,952 | -0.93pp | 7q | -31.8%-$17.1M | |
| LIQUIDIA CORPORATION | LQDA | $34.2M | 428,652 | +0.42pp | 22q | -36.7%-$19.8M | |
| COMMUNITY HEALTH SYS INC NEW | CYH | $26.3M | 7,864,575 | +0.02pp | 23q | -9.4%-$2.7M | |
| INSMED INC CALL | INSM | $26.2M | 149,209 | +0.55pp | 2q | HELD | |
| GSK PLC | GSK | $25.3M | 481,833 | -3.88pp | 16q | -73.0%-$68.3M | |
| CHEMED CORP NEW | CHE | $24.5M | 52,523 | +0.65pp | 2q | +69.1%+$10.0M | |
| ELI LILLY & CO | LLY | $24.1M | 20,116 | +0.33pp | 3q | +5.9%+$1.3M | |
| GERON CORP | GERN | $24.0M | 18,717,422 | -0.24pp | 5q | -0.6%-$150.4K | |
| VIKING THERAPEUTICS INC | VKTX | $23.5M | 602,922 | +0.81pp | 2q | +152.2%+$14.2M | |
| OMEGA HEALTHCARE INVS INC | OHI | $23.1M | 483,547 | -0.16pp | 2q | -17.4%-$4.9M | |
| INSULET CORP | PODD | $22.7M | 148,816 | -0.41pp | 4q | +3.7%+$802.4K | |
| TENET HEALTHCARE CORP | THC | $21.4M | 114,199 | +0.81pp | 2q | +287.0%+$15.8M | |
| UNITEDHEALTH GROUP INC | UNH | $21.3M | 51,145 | +0.53pp | 5q | HELD | |
| WELLTOWER INC | WELL | $19.8M | 87,312 | -0.86pp | 2q | -51.7%-$21.3M | |
| BETA BIONICS INC | BBNX | $19.6M | 1,249,441 | +0.27pp | 3q | -11.7%-$2.6M | |
| COGENT BIOSCIENCES INC | COGT | $19.0M | 490,235 | - | new | NEW | |
| BIOCRYST PHARMACEUTICALS INC | BCRX | $18.7M | 1,865,653 | -0.56pp | 15q | -38.6%-$11.7M | |
| MOLINA HEALTHCARE INC | MOH | $18.4M | 80,594 | +0.73pp | 6q | +145.6%+$10.9M | |
| PENNANT GROUP INC | PNTG | $17.0M | 460,272 | +0.38pp | 5q | +47.4%+$5.5M | |
| LTC PPTYS INC | LTC | $16.2M | 420,640 | +0.21pp | 2q | +31.0%+$3.8M | |
| VIRIDIAN THERAPEUTICS INC | VRDN | $15.3M | 831,142 | +0.06pp | 12q | +16.5%+$2.2M | |
| BIOMARIN PHARMACEUTICAL INC | BMRN | $14.3M | 249,607 | +0.12pp | 4q | +20.1%+$2.4M | |
| AMN HEALTHCARE SVCS INC | AMN | $13.9M | 428,531 | - | new | NEW | |
| CELCUITY INC | CELC | $13.4M | 127,931 | - | new | NEW | |
| PHARVARIS N V | PHVS | $13.4M | 386,383 | +0.09pp | 3q | -5.1%-$711.6K | |
| CYTOMX THERAPEUTICS INC | CTMX | $13.3M | 3,558,497 | -0.10pp | 3q | +11.6%+$1.4M | |
| HUMANA INC | HUM | $12.4M | 31,171 | - | new | NEW | |
| XENON PHARMACEUTICALS INC | XENE | $11.9M | 196,532 | +0.22pp | 3q | +51.7%+$4.0M | |
| CORVUS PHARMACEUTICALS INC | CRVS | $11.2M | 747,994 | - | new | NEW | |
| ASCENDIS PHARMA A/S | ASND | $11.1M | 41,621 | - | new | NEW | |
| BRUKER CORP | BRKR | $11.0M | 182,894 | +0.35pp | 7q | +56.3%+$4.0M | |
| MODERNA INC | MRNA | $10.7M | 152,122 | +0.12pp | 3q | -4.7%-$531.2K | |
| STRUCTURE THERAPEUTICS INC | GPCR | $10.5M | 196,302 | +0.20pp | 5q | +42.2%+$3.1M | |
| DEFINIUM THERAPEUTICS INC | DFTX | $10.2M | 217,185 | +0.37pp | 2q | +35.1%+$2.7M | |
| COMPASS PATHWAYS PLC | CMPS | $9.5M | 672,825 | +0.30pp | 2q | -0.8%-$72.2K | |
| NEWAMSTERDAM PHARMA COMPANY | NAMS | $9.3M | 275,471 | flat | 14q | -3.6%-$348.8K | |
| REVVITY INC | RVTY | $9.3M | 83,624 | +0.09pp | 20q | -1.4%-$136.8K | |
| PALISADE BIO INC | PALI | $8.7M | 4,182,785 | -0.01pp | 3q | -16.1%-$1.7M | |
| ARDELYX INC | ARDX | $8.6M | 1,678,345 | -0.26pp | 4q | -24.7%-$2.8M | |
| MINERALYS THERAPEUTICS INC | MLYS | $8.4M | 309,689 | - | new | NEW | |
| RELAY THERAPEUTICS INC | RLAY | $8.1M | 434,314 | +0.28pp | 5q | +60.4%+$3.1M | |
| NOVO-NORDISK A S | NVO | $8.1M | 169,227 | - | new | NEW | |
| BIOHAVEN LTD | BHVN | $7.7M | 515,804 | - | new | NEW | |
| PROTAGONIST THERAPEUTICS INC | PTGX | $7.2M | 58,504 | - | new | NEW | |
| ENLIVEN THERAPEUTICS INC | ELVN | $6.9M | 136,631 | - | new | NEW | |
| REPLIMUNE GROUP INC | REPL | $6.5M | 590,252 | +0.18pp | 2q | +76.3%+$2.8M | |
| LB PHARMACEUTICALS INC | LBRX | $6.0M | 183,663 | +0.18pp | 2q | +83.3%+$2.7M | |
| BEAM THERAPEUTICS INC | BEAM | $5.7M | 166,289 | - | new | NEW | |
| NATIONAL HEALTH INVS INC | NHI | $5.4M | 70,673 | - | new | NEW | |
| ULTRAGENYX PHARMACEUTICAL IN | RARE | $5.1M | 154,130 | +0.20pp | 3q | +146.3%+$3.1M | |
| PACS GROUP INC | PACS | $5.0M | 117,441 | - | new | NEW | |
| SPDR SERIES TRUST PUT | XBI | $4.9M | options only | +0.05pp | 3q | OPTIONS | |
| EQUILLIUM INC | EQ | $4.9M | 1,520,824 | +0.09pp | 2q | +1.5%+$69.9K | |
| ANAPTYSBIO INC | ANAB | $4.7M | 69,983 | +0.17pp | 3q | +158.3%+$2.9M | |
| NATIONAL HEALTHCARE CORP | NHC | $4.7M | 22,116 | - | new | NEW | |
| EYEPOINT INC | EYPT | $4.3M | 297,735 | - | new | NEW | |
| SONIDA SENIOR LIVING INC | SNDA | $4.2M | 102,624 | +0.17pp | 2q | +260.9%+$3.0M | |
| GLAUKOS CORP | GKOS | $4.1M | 29,343 | -0.13pp | 3q | -51.3%-$4.3M | |
| AGILON HEALTH INC | AGL | $4.1M | 37,792 | +0.14pp | 2q | -78.6%-$14.9M | |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | $3.5M | 135,355 | -0.53pp | 4q | -76.5%-$11.6M | |
| TARSUS PHARMACEUTICALS INC | TARS | $3.5M | 55,710 | - | new | NEW | |
| ALTO NEUROSCIENCE INC | ANRO | $3.4M | 128,286 | +0.03pp | 2q | +2.5%+$82.3K | |
| ARS PHARMACEUTICALS INC | SPRY | $3.0M | 377,007 | +0.10pp | 4q | +176.7%+$1.9M | |
| INFLARX NV | IFRX | $2.9M | 1,304,069 | +0.07pp | 13q | -25.8%-$1.0M | |
| INTUITIVE SURGICAL INC | ISRG | $2.9M | 7,241 | -0.12pp | 4q | -34.9%-$1.5M | |
| ALECTOR INC | ALEC | $2.9M | 1,423,873 | flat | 10q | +5.4%+$146.3K | |
| UNIVERSAL HLTH SVCS INC PUT | UHS | $2.8M | options only | -0.03pp | 2q | OPTIONS | |
| VOR BIOPHARMA INC | VOR | $2.8M | 149,681 | - | new | NEW | |
| DESIGN THERAPEUTICS INC | DSGN | $2.7M | 190,000 | - | new | NEW | |
| KARYOPHARM THERAPEUTICS INC | KPTI | $2.7M | 276,174 | +0.05pp | 2q | HELD | |
| QIAGEN NV CALL | QGEN | $2.7M | options only | -2.02pp | 2q | OPTIONS | |
| PMV PHARMACEUTICALS INC | PMVP | $2.5M | 1,890,904 | -0.02pp | 2q | -19.5%-$613.0K | |
| CONTINEUM THERAPEUTICS INC | CTNM | $2.4M | 148,017 | +0.03pp | 4q | +1.1%+$26.3K | |
| EVOMMUNE INC | EVMN | $2.3M | 174,460 | +0.05pp | 2q | +219.1%+$1.6M | |
| AMARIN CORP PLC | AMRN | $2.3M | 145,296 | +0.01pp | 5q | -1.6%-$38.6K | |
| SPRUCE BIOSCIENCES INC | SPRB | $2.2M | 40,000 | - | new | NEW | |
| REPLIGEN CORP | RGEN | $2.0M | 14,401 | -0.65pp | 2q | -88.1%-$14.5M | |
| INVIVYD INC | IVVD | $2.0M | 2,237,015 | -0.05pp | 4q | -1.7%-$34.3K | |
| PROQR THRAPEUTICS N V | PRQR | $1.9M | 1,022,265 | - | new | NEW | |
| GRACE THERAPEUTICS INC | GRCE | $1.8M | 772,900 | -0.09pp | 2q | +2.2%+$37.0K | |
| ANTERIS TECHNOLOGIES GLOBAL | AVR | $1.6M | 166,229 | -0.03pp | 4q | -58.6%-$2.3M | |
| VIR BIOTECHNOLOGY INC | VIR | $1.6M | 156,636 | -0.04pp | 2q | -37.3%-$951.4K | |
| EDITAS MEDICINE INC | EDIT | $1.5M | 458,809 | +0.04pp | 3q | +57.7%+$544.0K | |
| WHITEHAWK THERAPEUTICS INC | WHWK | $1.4M | 303,306 | +0.02pp | 3q | -1.1%-$16.0K | |
| BIO-TECHNE CORP | TECH | $1.4M | 19,308 | -0.28pp | 15q | -84.7%-$7.5M | |
| REVOLUTION MEDICINES INC | RVMD | $1.3M | 6,943 | - | new | NEW | |
| SAVARA INC | SVRA | $1.3M | 204,428 | -0.05pp | 3q | -46.8%-$1.1M | |
| SURROZEN INC | SRZN | $1.2M | 47,777 | -0.03pp | 4q | -18.5%-$281.5K | |
| INOVIO PHARMACEUTICALS INC | INO | $1.1M | 1,035,360 | -0.04pp | 2q | HELD | |
| PLIANT THERAPEUTICS INC | PLRX | $1.0M | 891,425 | -0.01pp | 4q | HELD | |
| CYBIN INC | HELP | $967.7K | 146,403 | - | new | NEW | |
| ODYSSEY THERAPEUTICS INC | ODTX | $929.1K | 49,658 | - | new | NEW | |
| Engene Therapeutics Inc | ENGN | $812.4K | 469,584 | - | new | NEW | |
| BICYCLE THERAPEUTICS PLC | BCYC | $808.6K | 190,715 | flat | 5q | HELD | |
| LIPOCINE INC NEW | LPCN | $755.2K | 294,989 | -0.09pp | 2q | HELD | |
| RELMADA THERAPEUTICS INC | RLMD | $644.9K | 93,192 | -0.07pp | 2q | -66.5%-$1.3M | |
| EHEALTH INC | EHTH | $603.2K | 404,854 | +0.02pp | 6q | +83.3%+$274.1K | |
| ATAIBECKLEY INC | ATAI | $539.8K | 102,430 | - | new | NEW | |
| AKEBIA THREAPEUTICS INC | AKBA | $486.9K | 427,095 | - | new | NEW | |
| SS INNOVATIONS INTERNATIONAL | SSII | $457.2K | 110,157 | -0.01pp | 3q | HELD | |
| ASSEMBLY BIOSCIENCES INC | ASMB | $453.7K | 16,510 | -0.04pp | 3q | -59.6%-$669.9K | |
| RETRACTABLE TECHNOLOGIES INC | RVP | $418.3K | 580,919 | flat | 4q | HELD | |
| SELECTQUOTE INC | SLQT | $269.0K | 319,788 | flat | 3q | -10.6%-$31.9K | |
| GH RESEARCH PLC | GHRS | $233.1K | 8,672 | - | new | NEW | |
| AVALO THERAPEUTICS INC | AVTX | $184.8K | 10,000 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $1.2B | 60.1% |
| Healthcare Services | $464.2M | 24.1% |
| Real Estate | $107.7M | 5.6% |
| Funds & ETFs | $72.6M | 3.8% |
| Insurance | $52.9M | 2.7% |
| Medical Devices | $51.7M | 2.7% |
| Other sectors | $13.9M | 0.7% |
| Not classified | $5.8M | 0.3% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.5% | +14.8% | -2.3% | 98% |
| Q1 2026 | -4.7% | -4.6% | -0.0% | 98% |
| Q4 2025 | +25.6% | +2.4% | +23.3% | 96% |
| Q3 2025 | +14.1% | +7.8% | +6.3% | 100% |
| Q2 2025 | +2.6% | +10.5% | -7.8% | 94% |
| Q1 2025 | -8.8% | -4.6% | -4.3% | 100% |
| Q4 2024 | -8.7% | +2.1% | -10.8% | 100% |
| Q3 2024 | +14.3% | +5.4% | +8.8% | 100% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $1.9B | 119 | 30 | 37 | 39 | 28 | 45.7% | 45 |
| Q1 2026 | $1.9B | 117 | 40 | 33 | 36 | 30 | 47.9% | 45 |
| Q4 2025 | $2.0B | 107 | 38 | 37 | 27 | 16 | 47.3% | 48 |
| Q3 2025 | $1.5B | 85 | 30 | 25 | 23 | 13 | 51.9% | 45 |
| Q2 2025 | $1.1B | 68 | 19 | 22 | 22 | 7 | 55.3% | 45 |
| Q1 2025 | $984.7M | 56 | 11 | 21 | 20 | 20 | 59.2% | 45 |
| Q4 2024 | $1.1B | 65 | 15 | 14 | 29 | 17 | 64.0% | 45 |
| Q3 2024 | $1.5B | 67 | 10 | 21 | 31 | 17 | 60.1% | 45 |
| Q2 2024 | $1.5B | 74 | 16 | 25 | 27 | 12 | 61.2% | 45 |
| Q1 2024 | $1.5B | 70 | 18 | 20 | 25 | 5 | 63.3% | 45 |
| Q4 2023 | $1.1B | 57 | 4 | 20 | 27 | 15 | 61.6% | 45 |
| Q3 2023 | $1.2B | 68 | 11 | 29 | 17 | 13 | 62.2% | 45 |
| Q2 2023 | $1.2B | 70 | 17 | 20 | 25 | 9 | 60.4% | 131 |
| Q1 2023 | $1.4B | 62 | 13 | 33 | 13 | 14 | 64.9% | 222 |
| Q4 2022 | $1.6B | 63 | 16 | 21 | 17 | 16 | 68.6% | 312 |
| Q3 2022 | $1.2B | 63 | 10 | 24 | 24 | 17 | 69.6% | 404 |
| Q2 2022 | $1.4B | 70 | 17 | 30 | 16 | 27 | 60.3% | 496 |
| Q1 2022 | $1.3B | 80 | 10 | 26 | 34 | 29 | 53.4% | 587 |
| Q4 2021 | $1.6B | 99 | 25 | 30 | 31 | 23 | 50.7% | 677 |
| Q3 2021 | $1.4B | 97 | 37 | 29 | 23 | 20 | 46.9% | 769 |
| Q2 2021 | $1.5B | 80 | 25 | 15 | 32 | 23 | 49.4% | 861 |
| Q1 2021 | $1.3B | 78 | 36 | 24 | 17 | 18 | 49.1% | 952 |
| Q4 2020 | $852.5M | 60 | 23 | 19 | 14 | 11 | 56.8% | 1,042 |
| Q3 2020 | $450.1M | 48 | 10 | 11 | 26 | 29 | 61.5% | 1,134 |
| Q2 2020 | $729.3M | 67 | 25 | 19 | 19 | 16 | 58.1% | 1,226 |
| Q1 2020 | $402.3M | 58 | 12 | 16 | 21 | 23 | 63.7% | 1,317 |
| Q4 2019 | $566.3M | 69 | 24 | 20 | 19 | 10 | 56.0% | 1,408 |
| Q3 2019 | $322.4M | 55 | 12 | 20 | 18 | 16 | 63.5% | 1,500 |
| Q2 2019 | $357.1M | 59 | 18 | 18 | 16 | 10 | 62.4% | 1,592 |
| Q1 2019 | $342.8M | 51 | 17 | 24 | 6 | 19 | 65.6% | 1,683 |
| Q4 2018 | $184.7M | 53 | 12 | 19 | 16 | 20 | 67.4% | 1,773 |
| Q3 2018 | $227.9M | 61 | 16 | 17 | 19 | 23 | 62.4% | 1,865 |
| Q2 2018 | $218.6M | 68 | 19 | 12 | 25 | 7 | 56.3% | 1,957 |
| Q1 2018 | $215.3M | 56 | 21 | 11 | 18 | 11 | 55.9% | 2,048 |
| Q4 2017 | $173.8M | 46 | 0 | 0 | 0 | 0 | 62.0% | 2,138 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.