Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Nov 8, 2023. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 65
- −11 vs. Q1 2022
- Portfolio value
- $1.02B
- −$62.6M (−5.8%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 632,794 | $92.2M | 9.0% | −11,872−1.8% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 310,834 | $73.2M | 7.2% | +18,600+6.4% | Added | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 889,583 | $71.0M | 6.9% | +279,644+45.8% | Added | History |
| GSKGSK plc | SPONSORED ADR | 1,594,121 | $69.9M | 6.8% | +334,959+26.6% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,020,329 | $67.4M | 6.6% | +275,066+36.9% | Added | History |
| DHRDanaher Corp | Stock | 179,659 | $45.6M | 4.5% | +19,891+12.4% | Added | History |
| SNYSanofi | SPONSORED ADR | 879,460 | $44.0M | 4.3% | +879,460 | New | History |
| AVTRAvantor, Inc. | COM | 1,120,175 | $34.8M | 3.4% | +124,943+12.6% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,510,702 | $33.9M | 3.3% | +367,100+8.9% | Added | History |
| CYHCommunity Health Systems Inc | COM | 8,060,859 | $30.2M | 3.0% | +934,148+13.1% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 356,067 | $26.4M | 2.6% | +356,067 | New | – |
| NVSTEnvista Holdings Corp | COM | 659,094 | $25.4M | 2.5% | +89,743+15.8% | Added | History |
| BIIBBiogen Inc. | COM | 101,414 | $20.7M | 2.0% | +23,411+30.0% | Added | History |
| ELVElevance Health, Inc. | Stock | 42,785 | $20.6M | 2.0% | +10,334+31.8% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 13,284,894 | $19.8M | 1.9% | +4,304,749+47.9% | Added | History |
| CNCCentene Corp | Stock | 233,647 | $19.8M | 1.9% | +114,477+96.1% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 994,362 | $19.1M | 1.9% | +994,362 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 49,136 | $18.6M | 1.8% | +25,994+112.3% | Added | History |
| FATEFate Therapeutics Inc | COM | 726,586 | $18.0M | 1.8% | +270,527+59.3% | Added | History |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 5,494,280 | $17.5M | 1.7% | +2,783+0.1% | Added | History |
| ABMDAbiomed Inc | COM | 69,297 | $17.2M | 1.7% | +69,297 | New | History |
| NTRANatera, Inc. | COM | 475,655 | $16.9M | 1.6% | +475,655 | New | History |
| GHGuardant Health, Inc. | COM | 406,375 | $16.4M | 1.6% | +193,172+90.6% | Added | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 256,268 | $15.2M | 1.5% | +256,268 | New | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 552,388 | $14.9M | 1.5% | −84,065−13.2% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 465,911 | $14.2M | 1.4% | +55,890+13.6% | Added | History |
| RCMR1 RCM Inc. | COM | 590,819 | $12.4M | 1.2% | −770,687−56.6% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 425,364 | $12.1M | 1.2% | +425,364 | New | History |
| LNTHLantheus Holdings, Inc. | Stock | 180,053 | $11.9M | 1.2% | +180,053 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 78,987 | $11.5M | 1.1% | +26,116+49.4% | Added | History |
| MASS908 Devices Inc. | COM | 470,444 | $9.69M | 0.9% | +253,295+116.6% | Added | History |
| LQDALiquidia Corp | COM NEW | 2,099,708 | $9.15M | 0.9% | +722,218+52.4% | Added | History |
| QGENQiagen N.V. | SHS NEW | 189,907 | $8.96M | 0.9% | −2,792−1.4% | Reduced | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 220,390 | $7.97M | 0.8% | +1040.0% | Added | – |
| HQYHealthequity, Inc. | COM | 127,043 | $7.80M | 0.8% | −17,097−11.9% | Reduced | History |
| MRUSMerus N.V. | COM | 287,806 | $6.52M | 0.6% | +210,957+274.5% | Added | History |
| ILMNIllumina, Inc. | COM | 35,266 | $6.50M | 0.6% | −3,493−9.0% | Reduced | History |
| HUMHumana Inc | Stock | 11,170 | $5.24M | 0.5% | +11,170 | New | History |
| Radius Health, Inc.750469207 | COM NEW | 502,587 | $5.21M | 0.5% | +200,415+66.3% | Added | – |
| VRDNViridian Therapeutics, Inc. | COM | 445,592 | $5.16M | 0.5% | +289,849+186.1% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 478,245 | $5.14M | 0.5% | +478,245 | New | History |
| PBYIPuma Biotechnology, Inc. | COM | 1,435,077 | $4.09M | 0.4% | +10,427+0.7% | Added | History |
| GOSSGossamer Bio, Inc. | COM | 468,303 | $3.92M | 0.4% | +93,580+25.0% | Added | History |
| ANABAnaptysbio, Inc | COM | 182,717 | $3.71M | 0.4% | +68,552+60.0% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 86,311 | $3.20M | 0.3% | −72,495−45.7% | Reduced | History |
| Affimed N VN01045108 | COM | 1,130,761 | $3.13M | 0.3% | +1,130,761 | New | – |
| AAgilent Technologies, Inc. | COM | 20,264 | $2.41M | 0.2% | +1,009+5.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 8,591 | $1.72M | 0.2% | +428+5.2% | Added | History |
| RVTYRevvity, Inc. | COM | 10,293 | $1.46M | 0.1% | +505+5.2% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 6,024 | $1.31M | 0.1% | −53,546−89.9% | Reduced | History |
| LHLabcorp Holdings Inc. | COM NEW | 5,354 | $1.25M | 0.1% | −32,556−85.9% | Reduced | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 100,817 | $1.24M | 0.1% | −50,000−33.2% | Reduced | History |
| ICLRIcon PLC | COM | 5,587 | $1.21M | 0.1% | −41,229−88.1% | Reduced | History |
| DXCMDexcom Inc | COM | 14,468 | $1.08M | 0.1% | −99,148−87.3% | ReducedConverted for a 4-for-1 split | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 38,342 | $1.08M | 0.1% | −61,845−61.7% | Reduced | History |
| RGENRepligen Corp | COM | 5,693 | $924.5K | 0.1% | −30,828−84.4% | Reduced | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 147,165 | $905.1K | 0.1% | 00.0% | Unchanged | History |
| MASIMasimo Corp | COM | 5,984 | $781.9K | 0.1% | −202,986−97.1% | Reduced | History |
| HSKAHeska Corp | COM RESTRC NEW | 7,772 | $734.5K | 0.1% | +1,936+33.2% | Added | History |
| SWAVShockwave Medical, Inc. | COM | 3,300 | $630.9K | 0.1% | +3,300 | New | History |
| ACIUAC Immune SA | SHS | 124,589 | $449.8K | <0.1% | 00.0% | Unchanged | History |
| SNDASonida Senior Living, Inc. | COM | 15,209 | $319.4K | <0.1% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 59,065 | $144.1K | <0.1% | −54,943−48.2% | Reduced | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $63.6K | <0.1% | +31,172 | New | History |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $60.1K | <0.1% | 00.0% | Unchanged | History |
Options (11)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $175.4M | – |
| Invesco QQQ Trust Series I46090E103 | ETF | $75.7M | – |
| GSKGSK plc | SPONSORED ADR | – | $67.6M |
| AZNAstraZeneca PLC | SPONSORED ADR | – | $19.8M |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $19.3M |
| iShares Russell 2000 ETF464287655 | ETF | $8.47M | – |
| CLDXCelldex Therapeutics, Inc. | COM NEW | $1.63M | $5.17M |
| MRKMerck & Co., Inc. | Stock | – | $4.44M |
| ARK Innovation ETF00214Q104 | ETF | $3.59M | – |
| CYHCommunity Health Systems Inc | COM | – | $750.0K |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $698.6K |
Sold out since Q1 2022 (24)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 417,172 | $49.0M | 4.5% | History |
| HCAHCA Healthcare, Inc. | COM | 111,440 | $27.9M | 2.6% | History |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 470,506 | $21.6M | 2.0% | – |
| MCKMcKesson Corp | Stock | 52,375 | $16.1M | 1.5% | History |
| NSTGNS Wind Down Co., Inc. | COM | 280,695 | $9.75M | 0.9% | History |
| OCDXOrtho Clinical Diagnostics Holdings plc | ORD SHS | 445,059 | $8.30M | 0.8% | History |
| SYNHSyneos Health, Inc. | CL A | 81,416 | $6.59M | 0.6% | History |
| EXELExelixis, Inc. | COM | 203,156 | $4.61M | 0.4% | History |
| IRTCiRhythm Holdings, Inc. | COM | 27,047 | $4.26M | 0.4% | History |
| KRTXKaruna Therapeutics, Inc. | COM | 15,934 | $2.02M | 0.2% | History |
| MRKMerck & Co., Inc. | Stock | 9,483 | $1.99M | 0.2% | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 371,540 | $1.55M | 0.1% | History |
| ENSGEnsign Group, Inc | COM | 10,397 | $936.4K | 0.1% | History |
| KODKodiak Sciences Inc. | COM | 91,200 | $704.1K | 0.1% | History |
| ASMBAssembly Biosciences, Inc. | COM | 280,000 | $576.8K | 0.1% | History |
| SPROSpero Therapeutics, Inc. | COM | 59,639 | $518.9K | <0.1% | History |
| ADAPYAdaptimmune Therapeutics PLC | SPONDS ADR | 237,086 | $488.4K | <0.1% | History |
| SRGASurgalign Holdings, Inc. | COM | 1,573,802 | $478.9K | <0.1% | History |
| TECHBIO-TECHNE Corp | COM | 1,062 | $459.9K | <0.1% | History |
| MREOMereo BioPharma Group plc | SPON ADS | 370,170 | $414.6K | <0.1% | History |
| KRSAKorsana Biosciences, Inc. | COM | 371,955 | $412.9K | <0.1% | History |
| TECXTectonic Therapeutic, Inc. | COM | 295,369 | $389.9K | <0.1% | History |
| ORTXOrchard Therapeutics plc | ADS | 419,581 | $298.7K | <0.1% | History |
| CLVSClovis Oncology, Inc. | COM | 30,000 | $60.6K | <0.1% | History |