Livermore

Eversept Partners, LP

SEC CIK
0001697013

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
115
+11 vs. Q1 2026
Total value
$1.83B
+$316.92M (+20.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

Eversept Partners, LP holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
UTHRUNITED THERAPEUTICS CORP DELCOM287,668$155.87M8.50%+23,397+8.9%AddedView
ABVXABIVAX SASPONSORED ADS913,880$121.78M6.64%−20,543−2.2%ReducedView
EHCENCOMPASS HEALTH CORPCOM1,026,919$103.8M5.66%+832,815+429.1%AddedView
ENSGENSIGN GROUP INCCOM602,079$96.51M5.26%+587,318+3,978.8%AddedView
VERAVERA THERAPEUTICS INCCL A2,212,770$94.95M5.18%+39,484+1.8%AddedView
CLDXCELLDEX THERAPEUTICS INC NEWCOM NEW1,785,941$66.45M3.62%−2,075−0.1%ReducedView
SNDXSYNDAX PHARMACEUTICALS INCCOM2,798,210$61.17M3.33%−87,412−3.0%ReducedView
BKDBROOKDALE SR LIVING INCCOM3,396,470$54.65M2.98%−172,085−4.8%ReducedView
IONSIONIS PHARMACEUTICALS INCCOM664,684$52.7M2.87%+32,584+5.2%AddedView
NTRANATERA INCCOM175,807$47.72M2.60%−208,906−54.3%ReducedView
TVTXTRAVERE THERAPEUTICS INCCOM798,973$45.39M2.47%+256,363+47.2%AddedView
CTRECARETRUST REIT INCCOM1,072,015$43.26M2.36%+1,072,015NewView
HCAHCA HEALTHCARE INCCOM98,252$38.31M2.09%+19,023+24.0%AddedView
PCVXVAXCYTE INCCOM629,952$36.62M2.00%−294,241−31.8%ReducedView
LQDALIQUIDIA CORPORATIONCOM NEW428,652$34.18M1.86%−248,740−36.7%ReducedView
CYHCOMMUNITY HEALTH SYS INC NEWCOM7,864,575$26.27M1.43%−812,706−9.4%ReducedView
GSKGSK PLC SPONSORED ADRADR481,833$25.26M1.38%−1,303,342−73.0%ReducedView
CHECHEMED CORP NEWCOM52,523$24.46M1.33%+21,466+69.1%AddedView
LLYELI LILLY & CO COMStock20,116$24.13M1.32%+1,116+5.9%AddedView
GERNGERON CORPCOM18,717,422$23.96M1.31%−117,461−0.6%ReducedView
VKTXVIKING THERAPEUTICS INCCOM602,922$23.52M1.28%+363,812+152.2%AddedView
OHIOMEGA HEALTHCARE INVS INCCOM483,547$23.06M1.26%−102,133−17.4%ReducedView
PODDINSULET CORP COMStock148,816$22.66M1.24%+5,270+3.7%AddedView
THCTENET HEALTHCARE CORPCOM NEW114,199$21.36M1.16%+84,687+287.0%AddedView
UNHUNITEDHEALTH GROUP INC COMStock51,145$21.26M1.16%+51,145NewView
WELLWELLTOWER INC COMREIT87,312$19.82M1.08%−93,641−51.7%ReducedView
BBNXBETA BIONICS INCCOM1,249,441$19.58M1.07%−165,397−11.7%ReducedView
COGTCOGENT BIOSCIENCES INCCOM490,235$18.97M1.03%+490,235NewView
BCRXBIOCRYST PHARMACEUTICALS INCCOM1,865,653$18.66M1.02%−1,174,167−38.6%ReducedView
MOHMOLINA HEALTHCARE INCCOM80,594$18.43M1.00%+47,783+145.6%AddedView
PNTGPENNANT GROUP INCCOM460,272$17.01M0.93%+148,094+47.4%AddedView
LTCLTC PPTYS INC COMREIT420,640$16.17M0.88%+99,594+31.0%AddedView
INSMINSMED INCCOM PAR $.01149,209$15.91M0.87%+149,209NewView
VRDNVIRIDIAN THERAPEUTICS INCCOM831,142$15.27M0.83%+117,873+16.5%AddedView
BMRNBIOMARIN PHARMACEUTICAL INCCOM249,607$14.28M0.78%+41,839+20.1%AddedView
AMNAMN HEALTHCARE SVCS INCCOM428,531$13.87M0.76%+428,531NewView
CELCCELCUITY INCCOM127,931$13.38M0.73%+127,931NewView
PHVSPHARVARIS N VCOM386,383$13.36M0.73%−20,577−5.1%ReducedView
CTMXCYTOMX THERAPEUTICS INC.COM3,558,497$13.34M0.73%+369,983+11.6%AddedView
HUMHUMANA INC COMStock31,171$12.38M0.67%+31,171NewView
XENEXENON PHARMACEUTICALS INCCOM196,532$11.86M0.65%+66,958+51.7%AddedView
CRVSCORVUS PHARMACEUTICALS INCCOM747,994$11.18M0.61%+747,994NewView
ASNDASCENDIS PHARMA A/SORD SHS41,621$11.1M0.61%+41,621NewView
BRKRBRUKER CORPCOM182,894$11.01M0.60%+65,881+56.3%AddedView
MRNAMODERNA INC COMStock152,122$10.65M0.58%−7,586−4.7%ReducedView
GPCRSTRUCTURE THERAPEUTICS INCSPONSORED ADS196,302$10.54M0.57%+58,266+42.2%AddedView
DFTXDEFINIUM THERAPEUTICS INCCOM SHS217,185$10.22M0.56%+56,462+35.1%AddedView
CMPSCOMPASS PATHWAYS PLCSPONSORED ADS672,825$9.52M0.52%−5,099−0.8%ReducedView
NAMSNEWAMSTERDAM PHARMA COMPANYORDINARY SHARES275,471$9.34M0.51%−10,293−3.6%ReducedView
RVTYREVVITY INCCOM83,624$9.3M0.51%−1,230−1.4%ReducedView
PALIPALISADE BIO INCCOM4,182,785$8.74M0.48%−804,714−16.1%ReducedView
ARDXARDELYX INCCOM1,678,345$8.56M0.47%−551,101−24.7%ReducedView
MLYSMINERALYS THERAPEUTICS INCCOM309,689$8.36M0.46%+309,689NewView
RLAYRELAY THERAPEUTICS INCCOM434,314$8.13M0.44%+163,609+60.4%AddedView
NVONOVO-NORDISK A S ADRADR169,227$8.11M0.44%+169,227NewView
BHVNBIOHAVEN LTDCOM515,804$7.68M0.42%+515,804NewView
PTGXPROTAGONIST THERAPEUTICS INCCOM58,504$7.17M0.39%+58,504NewView
ELVNENLIVEN THERAPEUTICS INCCOM136,631$6.93M0.38%+136,631NewView
REPLREPLIMUNE GROUP INCCOM590,252$6.53M0.36%+255,391+76.3%AddedView
LBRXLB PHARMACEUTICALS INCCOM SHS183,663$5.96M0.32%+83,465+83.3%AddedView
BEAMBEAM THERAPEUTICS INCCOM166,289$5.71M0.31%+166,289NewView
NHINATIONAL HEALTH INVS INCCOM70,673$5.39M0.29%+70,673NewView
RAREULTRAGENYX PHARMACEUTICAL INCOM154,130$5.15M0.28%+91,555+146.3%AddedView
PACSPACS GROUP INCCOM SHS117,441$5.01M0.27%+117,441NewView
EQEQUILLIUM INCCOM1,520,824$4.87M0.27%+21,831+1.5%AddedView
ANABANAPTYSBIO INCCOM69,983$4.72M0.26%+42,894+158.3%AddedView
NHCNATIONAL HEALTHCARE CORPCOM22,116$4.67M0.25%+22,116NewView
EYPTEYEPOINT INCCOM NEW297,735$4.26M0.23%+297,735NewView
SNDASONIDA SENIOR LIVING INCCOM102,624$4.19M0.23%+74,187+260.9%AddedView
GKOSGLAUKOS CORPCOM29,343$4.1M0.22%−30,871−51.3%ReducedView
AGLAGILON HEALTH INCCOM NEW37,792$4.05M0.22%−138,796−78.6%ReducedView
ARQTARCUTIS BIOTHERAPEUTICS INCCOM135,355$3.55M0.19%−441,225−76.5%ReducedView
TARSTARSUS PHARMACEUTICALS INCCOM55,710$3.51M0.19%+55,710NewView
ANROALTO NEUROSCIENCE INCCOM SHS128,286$3.39M0.18%+3,118+2.5%AddedView
SPRYARS PHARMACEUTICALS INCCOM377,007$3.02M0.16%+240,772+176.7%AddedView
IFRXINFLARX NVCOM1,304,069$2.92M0.16%−454,504−25.8%ReducedView
ISRGINTUITIVE SURGICAL INCCOM NEW7,241$2.88M0.16%−3,878−34.9%ReducedView
ALECALECTOR INCCOM1,423,873$2.86M0.16%+72,767+5.4%AddedView
VORVOR BIOPHARMA INCCOM NEW149,681$2.76M0.15%+149,681NewView
DSGNDESIGN THERAPEUTICS INCCOM190,000$2.75M0.15%+190,000NewView
KPTIKARYOPHARM THERAPEUTICS INCCOM NEW276,174$2.7M0.15%00.0%UnchangedView
PMVPPMV PHARMACEUTICALS INCCOM1,890,904$2.53M0.14%−457,456−19.5%ReducedView
CTNMCONTINEUM THERAPEUTICS INCCL A148,017$2.43M0.13%+1,606+1.1%AddedView
EVMNEVOMMUNE INCCOM SHS174,460$2.32M0.13%+119,780+219.1%AddedView
AMRNAMARIN CORP PLCSPONSORED ADR145,296$2.32M0.13%−2,419−1.6%ReducedView
SPRBSPRUCE BIOSCIENCES INCCOM NEW40,000$2.16M0.12%+40,000NewView
RGENREPLIGEN CORPCOM14,401$1.96M0.11%−106,384−88.1%ReducedView
IVVDINVIVYD INCCOM2,237,015$1.95M0.11%−39,334−1.7%ReducedView
PRQRPROQR THRAPEUTICS N VSHS EURO1,022,265$1.9M0.10%+1,022,265NewView
GRCEACASTI PHARMA INCCL A772,900$1.75M0.10%+16,300+2.2%AddedView
AVRANTERIS TECHNOLOGIES GLOBALCOM166,229$1.64M0.09%−234,958−58.6%ReducedView
VIRVIR BIOTECHNOLOGY INCCOM156,636$1.6M0.09%−93,364−37.3%ReducedView
EDITEDITAS MEDICINE INCCOM458,809$1.49M0.08%+167,890+57.7%AddedView
WHWKWHITEHAWK THERAPEUTICS INCCOM303,306$1.39M0.08%−3,494−1.1%ReducedView
TECHBIO-TECHNE CORPCOM19,308$1.36M0.07%−106,588−84.7%ReducedView
RVMDREVOLUTION MEDICINES INCCOM6,943$1.3M0.07%+6,943NewView
SVRASAVARA INCCOM204,428$1.26M0.07%−179,836−46.8%ReducedView
SRZNSURROZEN INCCOM NEW47,777$1.24M0.07%−10,847−18.5%ReducedView
INOINOVIO PHARMACEUTICALS INCCOM SHS1,035,360$1.14M0.06%00.0%UnchangedView
PLRXPLIANT THERAPEUTICS INCCOM891,425$1.02M0.06%00.0%UnchangedView

Options (5)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

Eversept Partners, LP option positions in Q2 2026
SecurityClassPutsCalls
INVESCO QQQ TRUST SERIES I46090E103ETF$72.61M–
INSMINSMED INCCOM PAR $.01–$10.3M
STATE STREET SPDR S&P BIOTECH ETF78464A870ETF$4.91M–
UHSUNIVERSAL HLTH SVCS INCCL B$2.8M–
QGENQIAGEN NVORD SHARES–$2.66M

Sold out since Q1 2026 (21)

Positions held at the end of Q1 2026 that are no longer in this filing.

Eversept Partners, LP positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
DOCHEALTHPEAK PROPERTIES INCCOM1,981,070$32.55M2.14%
AVTRAVANTOR INCCOM2,974,287$23.32M1.54%
QGENQIAGEN NVORD SHARES545,330$21.84M1.44%
ICLRICON PLCCOM68,688$7.6M0.50%
AGIOAGIOS PHARMACEUTICALS INCCOM200,000$6.77M0.45%
MDGLMADRIGAL PHARMACEUTICALS INCCOM10,000$5.23M0.34%
ESPERION THERAPEUTICS INC NE29664W105COM1,735,963$4.76M0.31%
HQYHEALTHEQUITY INCCOM51,614$4.31M0.28%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock183,902$3.94M0.26%
CNCCENTENE CORP DEL COMStock111,652$3.66M0.24%
ENGNENGENE HOLDINGS INCCOM510,543$3.48M0.23%
ENHABIT INC29332G102COM227,451$3.2M0.21%
STROSUTRO BIOPHARMA INCCOM SHS73,161$1.82M0.12%
NVCRNOVOCURE LTDORD SHS134,917$1.47M0.10%
BVSBIOVENTUS INCCOM CL A159,110$1.45M0.10%
IMCRIMMUNOCORE HLDGS PLCADS39,238$1.18M0.08%
TYRATYRA BIOSCIENCES INCCOM27,055$1.04M0.07%
PASGPassage Bio IncCOM131,581$1.03M0.07%
DHCDIVERSIFIED HEALTHCARE TRCOM SH BEN INT151,283$1M0.07%
INMDINMODE LTDSHS67,744$926.74K0.06%
AIRSAIRSCULPT TECHNOLOGIES INCCOM74,139$209.81K0.01%

13F filings by quarter

Eversept Partners, LP 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 2026115$1.83Bvs. Q1 2026SEC
Q1 2026May 15, 2026104$1.52Bvs. Q4 2025SEC
Q4 2025Feb 17, 2026103$1.78Bvs. Q3 2025SEC
Q3 2025Nov 14, 202583$1.31Bvs. Q2 2025SEC
Q2 2025Aug 14, 202567$992.23Mvs. Q1 2025SEC
Q1 2025May 15, 202555$883.69Mvs. Q4 2024SEC
Q4 2024Feb 14, 202562$969.07Mvs. Q3 2024SEC
Q3 2024Nov 14, 202465$1.3Bvs. Q2 2024SEC
Q2 2024Aug 14, 202472$1.31Bvs. Q1 2024SEC
Q1 2024May 15, 202468$1.34Bvs. Q4 2023SEC
Q4 2023Feb 14, 202455$1.02Bvs. Q3 2023SEC
Q3 2023Nov 14, 202361$900.72Mvs. Q2 2023SEC
Q2 2023Nov 8, 2023Amended66$946.89Mvs. Q1 2023SEC
Q1 2023Nov 8, 2023Amended58$1.11Bvs. Q4 2022SEC
Q4 2022Nov 8, 2023Amended62$1.05Bvs. Q3 2022SECSEC
Q3 2022Nov 8, 2023Amended60$843.15Mvs. Q2 2022SECSEC
Q2 2022Nov 8, 2023Amended65$1.02Bvs. Q1 2022SECSEC
Q1 2022Nov 8, 2023Amended76$1.09Bvs. Q4 2021SEC
Q4 2021Nov 8, 2023Amended90$1.21Bvs. Q3 2021SECSEC
Q3 2021Nov 8, 2023Amended88$1.25Bvs. Q2 2021SECSEC
Q2 2021Nov 8, 2023Amended69$1.08Bvs. Q1 2021SEC
Q1 2021Nov 8, 2023Amended74$1.22B–SECSEC