Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Nov 8, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 62
- +2 vs. Q3 2022
- Portfolio value
- $1.05B
- +$208.5M (+24.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GSKGSK plc | ADR | 3,490,457 | $123.8M | 11.8% | +551,387+18.8% | Added | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 1,064,446 | $121.1M | 11.5% | −205,145−16.2% | Reduced | History |
| NTRANatera, Inc. | COM | 2,685,959 | $107.9M | 10.3% | +1,260,357+88.4% | Added | History |
| SNYSanofi | SPONSORED ADR | 1,603,348 | $77.7M | 7.4% | +607,313+61.0% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 232,787 | $64.7M | 6.2% | −22,439−8.8% | Reduced | History |
| DHRDanaher Corp | Stock | 162,571 | $43.2M | 4.1% | +250.0% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,712,597 | $43.0M | 4.1% | +649,662+16.0% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,620,713 | $41.2M | 3.9% | +409,279+33.8% | Added | History |
| BIIBBiogen Inc. | COM | 137,348 | $38.0M | 3.6% | +77,204+128.4% | Added | History |
| CTLTCatalent, Inc. | COM | 691,677 | $31.1M | 3.0% | +691,677 | New | History |
| ILMNIllumina, Inc. | COM | 140,067 | $28.3M | 2.7% | +33,065+30.9% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 558,774 | $24.9M | 2.4% | −67,598−10.8% | Reduced | History |
| NVSTEnvista Holdings Corp | COM | 642,405 | $21.6M | 2.1% | +9,404+1.5% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 216,087 | $17.9M | 1.7% | +116,087+116.1% | Added | – |
| CNCCentene Corp | Stock | 214,561 | $17.6M | 1.7% | +23,253+12.2% | Added | History |
| HLNHaleon plc | ADR | 1,881,470 | $15.1M | 1.4% | +1,881,470 | New | History |
| Anthem Inc036752903 | CALL | 28,042 | $14.4M | 1.4% | +28,042 | New | – |
| ICLRIcon PLC | COM | 66,693 | $13.0M | 1.2% | +56,481+553.1% | Added | History |
| AVTRAvantor, Inc. | COM | 600,200 | $12.7M | 1.2% | +525,748+706.2% | Added | History |
| THCTenet Healthcare Corp | COM NEW | 254,586 | $12.4M | 1.2% | +254,586 | New | History |
| MCRBSeres Therapeutics, Inc. | COM | 2,200,999 | $12.3M | 1.2% | +265,174+13.7% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 275,704 | $10.9M | 1.0% | +16,092+6.2% | Added | History |
| HUMHumana Inc | Stock | 20,911 | $10.7M | 1.0% | −3,661−14.9% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 880,487 | $10.1M | 1.0% | +880,487 | New | History |
| RGENRepligen Corp | COM | 57,004 | $9.65M | 0.9% | +53,363+1,465.6% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 240,975 | $9.10M | 0.9% | +39,142+19.4% | Added | History |
| MODNModel N, Inc. | COM | 217,880 | $8.84M | 0.8% | +217,880 | New | History |
| CYHCommunity Health Systems Inc | COM | 2,001,994 | $8.65M | 0.8% | −6,839,610−77.4% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 178,453 | $8.56M | 0.8% | +178,453 | New | History |
| LQDALiquidia Corp | COM NEW | 1,290,913 | $8.22M | 0.8% | −110,530−7.9% | Reduced | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 154,796 | $8.00M | 0.8% | +154,796 | New | History |
| VERAVera Therapeutics, Inc. | CL A | 411,308 | $7.96M | 0.8% | +255,179+163.4% | Added | History |
| ISEEIVERIC bio, Inc. | COM | 350,747 | $7.51M | 0.7% | +350,747 | New | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 225,462 | $6.55M | 0.6% | +2,079+0.9% | Added | – |
| PBYIPuma Biotechnology, Inc. | COM | 1,507,663 | $6.38M | 0.6% | +1,958+0.1% | Added | History |
| EOLSEvolus, Inc. | COM | 713,774 | $5.36M | 0.5% | +713,774 | New | History |
| INCYIncyte Corp | COM | 63,996 | $5.14M | 0.5% | +63,996 | New | History |
| GHGuardant Health, Inc. | COM | 146,129 | $3.97M | 0.4% | −25,352−14.8% | Reduced | History |
| Amarin Corp PLC023111906 | CALL | 3,284,114 | $3.97M | 0.4% | +3,284,114 | New | – |
| MRUSMerus N.V. | COM | 184,556 | $2.86M | 0.3% | −92,117−33.3% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM | 91,252 | $2.67M | 0.3% | +91,252 | New | History |
| PLRXPliant Therapeutics, Inc. | COM | 137,423 | $2.66M | 0.3% | −156,680−53.3% | Reduced | History |
| CABACabaletta Bio, Inc. | COM | 282,874 | $2.62M | 0.2% | −277,592−49.5% | Reduced | History |
| BHVNBiohaven Ltd. | COM | 185,595 | $2.58M | 0.2% | +185,595 | New | History |
| IQVIQVIA Holdings Inc. | Stock | 10,889 | $2.23M | 0.2% | +2,592+31.2% | Added | History |
| AAgilent Technologies, Inc. | COM | 11,878 | $1.78M | 0.2% | −9,643−44.8% | Reduced | History |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 830,960 | $1.65M | 0.2% | −3,859,852−82.3% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 86,873 | $1.60M | 0.2% | −1,529−1.7% | Reduced | History |
| RVTYRevvity, Inc. | COM | 11,178 | $1.57M | 0.1% | +248+2.3% | Added | History |
| TECHBIO-TECHNE Corp | COM | 16,635 | $1.38M | 0.1% | +16,635 | New | History |
| ARGXArgenx SE | SPONSORED ADR | 3,476 | $1.32M | 0.1% | −26−0.7% | Reduced | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $1.31M | 0.1% | 00.0% | Unchanged | History |
| HSKAHeska Corp | COM RESTRC NEW | 19,475 | $1.21M | 0.1% | +12,532+180.5% | Added | History |
| GOCOGoHealth, Inc. | CL A NEW | 50,522 | $528.0K | 0.1% | +50,522 | New | History |
| FATEFate Therapeutics Inc | COM | 43,562 | $439.5K | <0.1% | −97,996−69.2% | Reduced | History |
| Affimed N VN01045108 | COM | 330,224 | $409.5K | <0.1% | −1,557,775−82.5% | Reduced | – |
| GOSSGossamer Bio, Inc. | COM | 154,212 | $334.6K | <0.1% | −394,219−71.9% | Reduced | History |
| CBIOCrescent Biopharma, Inc. | COM | 100,579 | $304.8K | <0.1% | 00.0% | Unchanged | History |
| ACIUAC Immune SA | SHS | 124,589 | $254.2K | <0.1% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 67,743 | $154.5K | <0.1% | 00.0% | Unchanged | History |
| SNDASonida Senior Living, Inc. | COM | 11,791 | $147.4K | <0.1% | 00.0% | Unchanged | History |
| BOLTBolt Biotherapeutics, Inc. | COM | 31,172 | $40.5K | <0.1% | 00.0% | Unchanged | History |
Options (6)
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 |
|---|---|---|---|
| GSKGSK plc | ADR | – | $73.6M |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $7.47M |
| MRKMerck & Co., Inc. | Stock | – | $5.40M |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | – | $2.49M |
| CYHCommunity Health Systems Inc | COM | – | $1.35M |
| CTLTCatalent, Inc. | COM | – | $90.0K |
Sold out since Q3 2022 (14)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| BHVNBiohaven Ltd. | COM | 637,139 | $96.3M | 11.4% | History |
| ELVElevance Health, Inc. | Stock | 33,040 | $15.0M | 1.8% | History |
| LNTHLantheus Holdings, Inc. | Stock | 206,893 | $14.6M | 1.7% | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 11,962,744 | $13.0M | 1.5% | History |
| ABMDAbiomed Inc | COM | 52,970 | $13.0M | 1.5% | History |
| VRDNViridian Therapeutics, Inc. | COM | 478,387 | $9.81M | 1.2% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 160,000 | $4.08M | 0.5% | History |
| AERIAerie Pharmaceuticals Inc | COM | 256,289 | $3.88M | 0.5% | History |
| PNTPOINT Biopharma Global Inc. | COM | 410,052 | $3.17M | 0.4% | History |
| MASS908 Devices Inc. | COM | 130,768 | $2.15M | 0.3% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 9,125 | $1.71M | 0.2% | History |
| LHLabcorp Holdings Inc. | COM NEW | 7,233 | $1.48M | 0.2% | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 126,826 | $1.17M | 0.1% | History |
| THRDThird Harmonic Bio, Inc. | COM | 10,000 | $189.7K | <0.1% | History |