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Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Nov 8, 2023. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
69
−5 vs. Q1 2021
Portfolio value
$1.08B
−$140.7M (−11.5%) vs. Q1 2021
Filed
Nov 8, 2023
AmendedSEC
Holdings of Eversept Partners, LP in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
UTHRUnited Therapeutics CorpCOM442,945$79.5M7.4%−43,584−9.0%ReducedHistory
AMRNAmarin Corp PLCSPONS ADR NEW16,669,471$73.0M6.8%−227,325−1.3%ReducedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF773,480$71.5M6.6%−33,452−4.1%Reduced–
HZNPHorizon Therapeutics Public Ltd CoSHS666,738$62.4M5.8%−28,721−4.1%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR985,722$59.0M5.5%−6,593−0.7%ReducedHistory
CYHCommunity Health Systems IncCOM3,821,729$59.0M5.5%+1,415,895+58.9%AddedHistory
DHRDanaher CorpStock204,705$55.0M5.1%+27,171+15.3%AddedHistory
XLRNAcceleron Pharma IncCOM335,045$42.0M3.9%+93,064+38.5%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS3,804,405$37.7M3.5%−550,351−12.6%ReducedHistory
AVTRAvantor, Inc.COM974,637$34.6M3.2%+15,650+1.6%AddedHistory
BMYBristol Myers Squibb CoStock478,328$32.0M3.0%+478,328NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR241,774$31.8M2.9%−70,093−22.5%ReducedHistory
QGENQiagen N.V.SHS NEW651,035$31.5M2.9%+196,314+43.2%AddedHistory
FATEFate Therapeutics IncCOM346,347$30.1M2.8%+24,587+7.6%AddedHistory
OCDXOrtho Clinical Diagnostics Holdings plcORD SHS1,394,284$29.9M2.8%+19,056+1.4%AddedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A5,624,725$28.8M2.7%+869,245+18.3%AddedHistory
NVSTEnvista Holdings CorpCOM656,098$28.3M2.6%−76,586−10.5%ReducedHistory
OGNOrganon & Co.Stock699,696$21.2M2.0%+699,696NewHistory
IONSIonis Pharmaceuticals IncCOM442,000$17.6M1.6%+442,000NewHistory
RCMR1 RCM Holdco Inc.COM770,000$17.1M1.6%+770,000NewHistory
HQYHealthequity, Inc.COM197,500$15.9M1.5%+197,500NewHistory
AMNAmn Healthcare Services IncCOM159,101$15.4M1.4%+159,101NewHistory
OMCLOmnicell, Inc.COM98,366$14.9M1.4%+98,366NewHistory
MCKMcKesson CorpStock75,000$14.4M1.3%−47,983−39.0%ReducedHistory
Taro Pharmaceutical Inds LtdM8737E108SHS174,249$12.5M1.2%+9,871+6.0%Added–
ARK Innovation ETF00214Q104ETF85,000$11.1M1.0%+3,000+3.7%Added–
VRTXVertex Pharmaceuticals IncStock54,500$11.0M1.0%+54,500NewHistory
CICigna GroupStock41,745$9.90M0.9%+1,745+4.4%AddedHistory
MGLNMagellan Health IncCOM NEW104,700$9.86M0.9%00.0%UnchangedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM51,136$8.67M0.8%−29,801−36.8%ReducedHistory
ZGNXZogenix, Inc.COM NEW495,860$8.57M0.8%−327,369−39.8%ReducedHistory
HUMHumana IncStock18,656$8.27M0.8%−6,183−24.9%ReducedHistory
OPCHOption Care Health, Inc.COM NEW289,297$6.33M0.6%+289,297NewHistory
OMOutset Medical, Inc.COM107,300$5.36M0.5%+107,300NewHistory
CNCCentene CorpStock68,000$4.96M0.5%−23,120−25.4%ReducedHistory
SRGASurgalign Holdings, Inc.COM3,882,096$4.91M0.5%+1,242,312+47.1%AddedHistory
Affimed N VN01045108COM566,942$4.82M0.4%−479,187−45.8%Reduced–
ITCIIntra-Cellular Therapies, Inc.COM117,462$4.79M0.4%−183,125−60.9%ReducedHistory
GSKGSK plcSPONSORED ADR112,679$4.61M0.4%−739,527−86.8%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM163,880$4.22M0.4%+163,880NewHistory
DXCMDexcom IncCOM9,525$4.07M0.4%−9,216−49.2%ReducedHistory
ELVElevance Health, Inc.Stock10,132$3.87M0.4%−53,760−84.1%ReducedHistory
KDMNKadmon Holdings, Inc.COM894,995$3.46M0.3%−478,124−34.8%ReducedHistory
EXELExelixis, Inc.COM180,000$3.28M0.3%+180,000NewHistory
AUTLAutolus Therapeutics plcSPON ADS473,074$3.14M0.3%+473,074NewHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A75,000$3.13M0.3%+75,000NewHistory
XENTIntersect ENT, Inc.COM175,389$3.00M0.3%+100,000+132.6%AddedHistory
IPSCCentury Therapeutics, Inc.COM100,901$2.96M0.3%+100,901NewHistory
LQDALiquidia CorpCOM NEW979,049$2.80M0.3%+479,039+95.8%AddedHistory
TGTXTG Therapeutics, Inc.COM69,760$2.71M0.3%−692,829−90.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW2,583$2.38M0.2%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM15,261$2.26M0.2%00.0%UnchangedHistory
HSTMHealthstream IncCOM77,812$2.17M0.2%+77,812NewHistory
OCULOcular Therapeutix, IncCOM150,000$2.13M0.2%+150,000NewHistory
Alpha Healthcare Acquistn Co020751103CL A205,026$2.09M0.2%−34,000−14.2%Reduced–
HCAHCA Healthcare, Inc.COM8,314$1.72M0.2%−77,095−90.3%ReducedHistory
MCRBSeres Therapeutics, Inc.COM59,560$1.42M0.1%−155,716−72.3%ReducedHistory
IQVIQVIA Holdings Inc.Stock5,712$1.38M0.1%−209−3.5%ReducedHistory
Teligent, Inc.87960W203COM NEW2,500,260$1.34M0.1%00.0%Unchanged–
IMVTImmunovant, Inc.COM110,183$1.16M0.1%−120,000−52.1%ReducedHistory
NTRANatera, Inc.COM9,314$1.06M0.1%−48,386−83.9%ReducedHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW229,289$1.05M0.1%−181,304−44.2%ReducedHistory
FSTXF-star Therapeutics, Inc.COM100,000$859.0K0.1%+100,000NewHistory
HSKAHeska CorpCOM RESTRC NEW3,412$783.8K0.1%−7,628−69.1%ReducedHistory
ENSGEnsign Group, IncCOM8,973$778.2K0.1%−19,910−68.9%ReducedHistory
GOCOGoHealth, Inc.COM CL A68,899$772.4K0.1%00.0%UnchangedHistory
RGENRepligen CorpCOM3,692$737.0K0.1%+2,264+158.5%AddedHistory
CCRNCross Country Healthcare IncCOM30,810$508.7K<0.1%+30,810NewHistory
GHGuardant Health, Inc.COM1,809$224.7K<0.1%−38,438−95.5%ReducedHistory

Options (16)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Eversept Partners, LP in Q2 2021
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$107.0M–
Invesco QQQ Trust Series I46090E103ETF$88.6M–
GSKGSK plcSPONSORED ADR–$55.9M
BIIBBiogen Inc.COM$692.5K$40.0M
State Street SPDR S&P Biotech ETF78464A870ETF$13.5M$27.1M
VRTXVertex Pharmaceuticals IncStock–$34.9M
ARK ETF Tr00214Q302GENOMIC REV ETF–$18.4M
iShares Tips Bond ETF464287176ETF$8.96M–
TDOCTeladoc Health, Inc.COM–$6.65M
HZNPHorizon Therapeutics Public Ltd CoSHS–$6.55M
MRKMerck & Co., Inc.Stock–$3.79M
NVAXNovavax IncCOM NEW–$2.12M
ACADAcadia Pharmaceuticals IncCOM–$2.06M
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS–$1.91M
GBTGlobal Blood Therapeutics, Inc.COM$1.40M–
KRROKorro Bio, Inc.COM$921.3K–

Sold out since Q1 2021 (24)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
ALXNAlexion Pharmaceuticals, Inc.COM465,983$71.3M5.8%History
CTLTCatalent, Inc.COM163,114$17.2M1.4%History
BDXBecton Dickinson & CoStock68,383$16.6M1.4%History
BHVNBiohaven Ltd.COM242,172$16.6M1.4%History
DCPHDeciphera Pharmaceuticals, Inc.COM345,717$15.5M1.3%History
ACADAcadia Pharmaceuticals IncCOM420,000$10.8M0.9%History
ARGXArgenx SESPONSORED ADR35,886$9.88M0.8%History
MNKDMannkind CorpCOM NEW2,165,383$8.49M0.7%History
NVAXNovavax IncCOM NEW33,473$6.07M0.5%History
LMNXLuminex CorpCOM135,471$4.33M0.4%History
Five Prime Therapeutics Inc33830X104COM93,280$3.51M0.3%–
SRDXSurmodics IncCOM47,906$2.69M0.2%History
XGNExagen Inc.COM104,437$1.83M0.1%History
PRTAProthena Corp Public Ltd CoSHS68,575$1.72M0.1%History
KROSKeros Therapeutics, Inc.COM27,631$1.70M0.1%History
CFMSConformis IncCOM NEW1,541,978$1.53M0.1%History
CHWYChewy, Inc.CL A13,100$1.11M0.1%History
RADNew Rite Aid, LLCCOM54,025$1.11M0.1%History
IFRXInflaRx N.V.COM268,634$1.05M0.1%History
CABACabaletta Bio, Inc.COM76,849$853.0K0.1%History
IMMPIMMUTEP LtdSPONSORED ADS249,895$767.2K0.1%History
APLSApellis Pharmaceuticals, Inc.COM12,900$553.5K<0.1%History
QDELQuidelOrtho CorpCOM4,132$528.6K<0.1%History
APTOAptose Biosciences Inc.COM NEW80,000$478.0K<0.1%History