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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed Nov 8, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
58
−4 vs. Q4 2022
Portfolio value
$1.11B
+$60.9M (+5.8%) vs. Q4 2022
Filed
Nov 8, 2023
AmendedSEC
Holdings of Eversept Partners, LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM2,819,770$156.6M14.1%+133,811+5.0%AddedHistory
GSKGSK plcADR3,731,499$133.9M12.0%+241,042+6.9%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS819,124$89.4M8.0%−245,322−23.0%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS6,194,572$54.8M4.9%+1,481,975+31.4%AddedHistory
UTHRUnited Therapeutics CorpCOM222,107$49.7M4.5%−10,680−4.6%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM2,209,057$46.7M4.2%+588,344+36.3%AddedHistory
CYHCommunity Health Systems IncCOM9,082,305$44.5M4.0%+7,080,311+353.7%AddedHistory
BIIBBiogen Inc.COM153,774$42.8M3.8%+16,426+12.0%AddedHistory
ILMNIllumina, Inc.COM170,537$39.7M3.6%+30,470+21.8%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM4,520,724$37.7M3.4%+3,640,237+413.4%AddedHistory
CTLTCatalent, Inc.COM573,609$37.7M3.4%−118,068−17.1%ReducedHistory
DHRDanaher CorpStock148,685$37.5M3.4%−13,886−8.5%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW689,676$24.8M2.2%+130,902+23.4%AddedHistory
Amarin Corp PLC023111906CALL14,612,757$21.9M2.0%+11,328,643+345.0%Added–
CNCCentene CorpStock288,426$18.2M1.6%+73,865+34.4%AddedHistory
Amedisys Inc023436908CALL224,263$16.5M1.5%+224,263New–
ICLRIcon PLCCOM76,788$16.4M1.5%+10,095+15.1%AddedHistory
AVTRAvantor, Inc.COM717,614$15.2M1.4%+117,414+19.6%AddedHistory
MCRBSeres Therapeutics, Inc.COM2,536,665$14.4M1.3%+335,666+15.3%AddedHistory
TECHBIO-TECHNE CorpCOM188,659$14.0M1.3%+172,024+1,034.1%AddedHistory
VERAVera Therapeutics, Inc.CL A1,788,529$13.9M1.2%+1,377,221+334.8%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM218,726$11.8M1.1%+218,726NewHistory
EHTHeHealth, Inc.COM1,234,283$11.6M1.0%+1,234,283NewHistory
GHGuardant Health, Inc.COM483,098$11.3M1.0%+336,969+230.6%AddedHistory
PCVXVaxcyte, Inc.COM299,050$11.2M1.0%+120,597+67.6%AddedHistory
HUMHumana IncStock22,762$11.1M1.0%+1,851+8.9%AddedHistory
IONSIonis Pharmaceuticals IncCOM303,369$10.8M1.0%+62,394+25.9%AddedHistory
SWAVShockwave Medical, Inc.COM47,577$10.3M0.9%+47,577NewHistory
Anthem Inc036752903CALL20,615$9.48M0.9%−7,427−26.5%Reduced–
THCTenet Healthcare CorpCOM NEW141,892$8.43M0.8%−112,694−44.3%ReducedHistory
MODNModel N, Inc.COM241,870$8.10M0.7%+23,990+11.0%AddedHistory
HCAHCA Healthcare, Inc.COM27,909$7.36M0.7%+27,909NewHistory
XENEXenon Pharmaceuticals Inc.COM203,272$7.28M0.7%−72,432−26.3%ReducedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A5,183,046$7.20M0.6%+4,352,086+523.7%AddedHistory
PNTGPennant Group, Inc.COM421,974$6.03M0.5%+421,974NewHistory
PBYIPuma Biotechnology, Inc.COM1,938,088$5.99M0.5%+430,425+28.5%AddedHistory
Taro Pharmaceutical Inds LtdM8737E108SHS245,267$5.96M0.5%+19,805+8.8%Added–
ZLABZai Lab LtdADR171,999$5.72M0.5%+171,999NewHistory
LQDALiquidia CorpCOM NEW724,406$5.01M0.4%−566,507−43.9%ReducedHistory
IQVIQVIA Holdings Inc.Stock14,416$2.87M0.3%+3,527+32.4%AddedHistory
HSKAHeska CorpCOM RESTRC NEW26,409$2.58M0.2%+6,934+35.6%AddedHistory
BHVNBiohaven Ltd.COM185,595$2.54M0.2%00.0%UnchangedHistory
MRUSMerus N.V.COM129,056$2.37M0.2%−55,500−30.1%ReducedHistory
MEDPMedpace Holdings, Inc.COM11,668$2.19M0.2%+11,668NewHistory
GOCOGoHealth, Inc.CL A NEW125,053$2.04M0.2%+74,531+147.5%AddedHistory
XOMAXOMA Royalty CorpCOM NEW89,950$1.90M0.2%+3,077+3.5%AddedHistory
EOLSEvolus, Inc.COM221,551$1.87M0.2%−492,223−69.0%ReducedHistory
AAgilent Technologies, Inc.COM13,110$1.81M0.2%+1,232+10.4%AddedHistory
GOSSGossamer Bio, Inc.COM1,352,065$1.70M0.2%+1,197,853+776.8%AddedHistory
RVTYRevvity, Inc.COM12,335$1.64M0.1%+1,157+10.4%AddedHistory
PRTKParatek Pharmaceuticals, Inc.COM638,474$1.62M0.1%+638,474NewHistory
ARGXArgenx SESPONSORED ADR3,836$1.43M0.1%+360+10.4%AddedHistory
Affimed N VN01045108COM1,883,784$1.40M0.1%+1,553,560+470.5%Added–
JBIOJade Biosciences, Inc.COM50,242$1.01M0.1%−41,010−44.9%ReducedHistory
RGENRepligen CorpCOM5,656$952.2K0.1%−51,348−90.1%ReducedHistory
WHWKWhitehawk Therapeutics, Inc.COM101,918$737.9K0.1%00.0%UnchangedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES45,856$608.1K0.1%+45,856NewHistory
ACIUAC Immune SASHS124,589$291.5K<0.1%00.0%UnchangedHistory

Options (4)

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 Q1 2023
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$167.8M–
Invesco QQQ Trust Series I46090E103ETF$144.4M–
State Street SPDR S&P Biotech ETF78464A870ETF$6.10M–
AMNAmn Healthcare Services IncCOM$3.32M–

Sold out since Q4 2022 (14)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
SNYSanofiSPONSORED ADR1,603,348$77.7M7.4%History
NVSTEnvista Holdings CorpCOM642,405$21.6M2.1%History
State Street SPDR S&P Biotech ETF78464A870ETF216,087$17.9M1.7%–
HLNHaleon plcADR1,881,470$15.1M1.4%History
APLSApellis Pharmaceuticals, Inc.COM154,796$8.00M0.8%History
ISEEIVERIC bio, Inc.COM350,747$7.51M0.7%History
INCYIncyte CorpCOM63,996$5.14M0.5%History
PLRXPliant Therapeutics, Inc.COM137,423$2.66M0.3%History
CABACabaletta Bio, Inc.COM282,874$2.62M0.2%History
FATEFate Therapeutics IncCOM43,562$439.5K<0.1%History
CBIOCrescent Biopharma, Inc.COM100,579$304.8K<0.1%History
ELDNEledon Pharmaceuticals, Inc.COM67,743$154.5K<0.1%History
SNDASonida Senior Living, Inc.COM11,791$147.4K<0.1%History
BOLTBolt Biotherapeutics, Inc.COM31,172$40.5K<0.1%History