Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 8, 2023. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 60
- −5 vs. Q2 2022
- Portfolio value
- $843.2M
- −$180.8M (−17.7%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 637,139 | $96.3M | 11.4% | +4,345+0.7% | Added | History |
| GSKGSK plc | ADR | 2,939,070 | $87.3M | 10.4% | +2,939,070 | New | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,269,591 | $78.6M | 9.3% | +380,008+42.7% | Added | History |
| NTRANatera, Inc. | COM | 1,425,602 | $62.5M | 7.4% | +949,947+199.7% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 255,226 | $53.4M | 6.3% | −55,608−17.9% | Reduced | History |
| DHRDanaher Corp | Stock | 162,546 | $42.0M | 5.0% | −17,113−9.5% | Reduced | History |
| SNYSanofi | SPONSORED ADR | 996,035 | $37.9M | 4.5% | +116,575+13.3% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,062,935 | $32.8M | 3.9% | −447,767−9.9% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,211,434 | $29.1M | 3.5% | +217,072+21.8% | Added | History |
| NVSTEnvista Holdings Corp | COM | 633,001 | $20.8M | 2.5% | −26,093−4.0% | Reduced | History |
| ILMNIllumina, Inc. | COM | 107,002 | $20.4M | 2.4% | +71,736+203.4% | Added | History |
| CYHCommunity Health Systems Inc | COM | 8,841,604 | $19.0M | 2.3% | +780,745+9.7% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 626,372 | $17.6M | 2.1% | +73,984+13.4% | Added | History |
| BIIBBiogen Inc. | COM | 60,144 | $16.1M | 1.9% | −41,270−40.7% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 33,040 | $15.0M | 1.8% | −9,745−22.8% | Reduced | History |
| CNCCentene Corp | Stock | 191,308 | $14.9M | 1.8% | −42,339−18.1% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 206,893 | $14.6M | 1.7% | +26,840+14.9% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 11,962,744 | $13.0M | 1.5% | −1,322,150−10.0% | Reduced | History |
| ABMDAbiomed Inc | COM | 52,970 | $13.0M | 1.5% | −16,327−23.6% | Reduced | History |
| MCRBSeres Therapeutics, Inc. | COM | 1,935,825 | $12.4M | 1.5% | +1,935,825 | New | History |
| HUMHumana Inc | Stock | 24,572 | $11.9M | 1.4% | +13,402+120.0% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 478,387 | $9.81M | 1.2% | +32,795+7.4% | Added | History |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 4,690,812 | $9.48M | 1.1% | −803,468−14.6% | Reduced | History |
| XENEXenon Pharmaceuticals Inc. | COM | 259,612 | $9.37M | 1.1% | −206,299−44.3% | Reduced | History |
| GHGuardant Health, Inc. | COM | 171,481 | $9.23M | 1.1% | −234,894−57.8% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 201,833 | $8.93M | 1.1% | +115,522+133.8% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 100,000 | $7.93M | 0.9% | −256,067−71.9% | Reduced | – |
| LQDALiquidia Corp | COM NEW | 1,401,443 | $7.62M | 0.9% | −698,265−33.3% | Reduced | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 223,383 | $6.70M | 0.8% | +2,993+1.4% | Added | – |
| GOSSGossamer Bio, Inc. | COM | 548,431 | $6.57M | 0.8% | +80,128+17.1% | Added | History |
| PLRXPliant Therapeutics, Inc. | COM | 294,103 | $6.14M | 0.7% | +294,103 | New | History |
| MRUSMerus N.V. | COM | 276,673 | $5.54M | 0.7% | −11,133−3.9% | Reduced | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 160,000 | $4.08M | 0.5% | −265,364−62.4% | Reduced | History |
| Affimed N VN01045108 | COM | 1,887,999 | $3.89M | 0.5% | +757,238+67.0% | Added | – |
| AERIAerie Pharmaceuticals Inc | COM | 256,289 | $3.88M | 0.5% | +256,289 | New | History |
| PBYIPuma Biotechnology, Inc. | COM | 1,505,705 | $3.57M | 0.4% | +70,628+4.9% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 156,129 | $3.33M | 0.4% | +156,129 | New | History |
| FATEFate Therapeutics Inc | COM | 141,558 | $3.17M | 0.4% | −585,028−80.5% | Reduced | History |
| PNTPOINT Biopharma Global Inc. | COM | 410,052 | $3.17M | 0.4% | +410,052 | New | History |
| AAgilent Technologies, Inc. | COM | 21,521 | $2.62M | 0.3% | +1,257+6.2% | Added | History |
| MASS908 Devices Inc. | COM | 130,768 | $2.15M | 0.3% | −339,676−72.2% | Reduced | History |
| ICLRIcon PLC | COM | 10,212 | $1.88M | 0.2% | +4,625+82.8% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 9,125 | $1.71M | 0.2% | +534+6.2% | Added | History |
| XOMAXOMA Royalty Corp | COM NEW | 88,402 | $1.58M | 0.2% | +88,402 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 8,297 | $1.50M | 0.2% | +2,273+37.7% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 7,233 | $1.48M | 0.2% | +1,879+35.1% | Added | History |
| AVTRAvantor, Inc. | COM | 74,452 | $1.46M | 0.2% | −1,045,723−93.4% | Reduced | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $1.44M | 0.2% | +1,101+1.1% | Added | History |
| RVTYRevvity, Inc. | COM | 10,930 | $1.32M | 0.2% | +637+6.2% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 3,502 | $1.24M | 0.1% | −45,634−92.9% | Reduced | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 126,826 | $1.17M | 0.1% | −20,339−13.8% | Reduced | History |
| RGENRepligen Corp | COM | 3,641 | $681.3K | 0.1% | −2,052−36.0% | Reduced | History |
| HSKAHeska Corp | COM RESTRC NEW | 6,943 | $506.3K | 0.1% | −829−10.7% | Reduced | History |
| ACIUAC Immune SA | SHS | 124,589 | $393.7K | <0.1% | 00.0% | Unchanged | History |
| CABACabaletta Bio, Inc. | COM | 560,466 | $364.4K | <0.1% | +560,466 | New | History |
| SNDASonida Senior Living, Inc. | COM | 11,791 | $191.5K | <0.1% | −3,418−22.5% | Reduced | History |
| THRDThird Harmonic Bio, Inc. | COM | 10,000 | $189.7K | <0.1% | +10,000 | New | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 67,743 | $187.0K | <0.1% | +8,678+14.7% | Added | History |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $55.5K | <0.1% | 00.0% | Unchanged | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $46.1K | <0.1% | 00.0% | Unchanged | History |
Options (9)
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 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | $208.9M | – |
| GSKGSK plc | ADR | – | $61.6M |
| BIIBBiogen Inc. | COM | $13.3M | $9.91M |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $7.14M |
| MRKMerck & Co., Inc. | Stock | – | $4.19M |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $2.20M |
| AMNAmn Healthcare Services Inc | COM | $2.01M | – |
| CYHCommunity Health Systems Inc | COM | – | $672.7K |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | – | $612.7K |
Sold out since Q2 2022 (14)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| GSKGSK plc | SPONSORED ADR | 1,594,121 | $69.9M | 6.8% | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,020,329 | $67.4M | 6.6% | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 256,268 | $15.2M | 1.5% | History |
| RCMR1 RCM Inc. | COM | 590,819 | $12.4M | 1.2% | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 78,987 | $11.5M | 1.1% | History |
| QGENQiagen N.V. | SHS NEW | 189,907 | $8.96M | 0.9% | History |
| HQYHealthequity, Inc. | COM | 127,043 | $7.80M | 0.8% | History |
| Radius Health, Inc.750469207 | COM NEW | 502,587 | $5.21M | 0.5% | – |
| FOLDAmicus Therapeutics, Inc. | COM | 478,245 | $5.14M | 0.5% | History |
| ANABAnaptysbio, Inc | COM | 182,717 | $3.71M | 0.4% | History |
| DXCMDexcom Inc | COM | 14,468 | $1.08M | 0.1% | History |
| ZNTLZentalis Pharmaceuticals, Inc. | COM | 38,342 | $1.08M | 0.1% | History |
| MASIMasimo Corp | COM | 5,984 | $781.9K | 0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 3,300 | $630.9K | 0.1% | History |