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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q2 2023

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

Institution overview
Positions
66
+8 vs. Q1 2023
Portfolio value
$946.9M
−$165.6M (−14.9%) vs. Q1 2023
Filed
Nov 8, 2023
AmendedSEC
Holdings of Eversept Partners, LP in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM2,413,787$117.5M12.4%−405,983−14.4%ReducedHistory
GSKGSK plcADR2,881,012$103.8M11.0%−850,487−22.8%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS7,668,044$57.7M6.1%+1,473,472+23.8%AddedHistory
UTHRUnited Therapeutics CorpCOM260,398$57.5M6.1%+38,291+17.2%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS475,310$48.9M5.2%−343,814−42.0%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM2,189,732$45.8M4.8%−19,325−0.9%ReducedHistory
CYHCommunity Health Systems IncCOM7,277,856$32.0M3.4%−1,804,449−19.9%ReducedHistory
TECHBIO-TECHNE CorpCOM342,637$28.0M3.0%+153,978+81.6%AddedHistory
VERAVera Therapeutics, Inc.CL A1,740,951$27.9M3.0%−47,578−2.7%ReducedHistory
INSPInspire Medical Systems, Inc.COM82,445$26.8M2.8%+82,445NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW785,740$26.7M2.8%+96,064+13.9%AddedHistory
DHRDanaher CorpStock103,345$24.8M2.6%−45,340−30.5%ReducedHistory
HCAHCA Healthcare, Inc.COM80,725$24.5M2.6%+52,816+189.2%AddedHistory
ILMNIllumina, Inc.COM124,052$23.3M2.5%−46,485−27.3%ReducedHistory
ICLRIcon PLCCOM71,726$17.9M1.9%−5,062−6.6%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM2,372,113$16.7M1.8%−2,148,611−47.5%ReducedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A5,265,251$16.3M1.7%+82,205+1.6%AddedHistory
CTLTCatalent, Inc.COM356,875$15.5M1.6%−216,734−37.8%ReducedHistory
MCRBSeres Therapeutics, Inc.COM3,076,756$14.7M1.6%+540,091+21.3%AddedHistory
KRYSKrystal Biotech, Inc.COM106,465$12.5M1.3%+106,465NewHistory
AMRNAmarin Corp PLCSPONS ADR NEW10,502,109$12.5M1.3%+10,502,109NewHistory
Abcam PLC000380204ADS499,394$12.2M1.3%+499,394New–
CNCCentene CorpStock152,733$10.3M1.1%−135,693−47.0%ReducedHistory
IONSIonis Pharmaceuticals IncCOM241,572$9.91M1.0%−61,797−20.4%ReducedHistory
PCVXVaxcyte, Inc.COM195,691$9.77M1.0%−103,359−34.6%ReducedHistory
Taro Pharmaceutical Inds LtdM8737E108SHS250,286$9.49M1.0%+5,019+2.0%Added–
RGENRepligen CorpCOM66,067$9.35M1.0%+60,411+1,068.1%AddedHistory
IFRXInflaRx N.V.COM1,915,113$8.54M0.9%+1,915,113NewHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES692,369$8.23M0.9%+646,513+1,409.9%AddedHistory
MODNModel N, Inc.COM223,168$7.89M0.8%−18,702−7.7%ReducedHistory
LQDALiquidia CorpCOM NEW925,444$7.26M0.8%+201,038+27.8%AddedHistory
XENEXenon Pharmaceuticals Inc.COM171,378$6.60M0.7%−31,894−15.7%ReducedHistory
MOHMolina Healthcare, Inc.COM21,254$6.40M0.7%+21,254NewHistory
PBYIPuma Biotechnology, Inc.COM1,658,195$5.85M0.6%−279,893−14.4%ReducedHistory
SWAVShockwave Medical, Inc.COM20,138$5.75M0.6%−27,439−57.7%ReducedHistory
HUMHumana IncStock11,927$5.34M0.6%−10,835−47.6%ReducedHistory
PNTGPennant Group, Inc.COM431,622$5.30M0.6%+9,648+2.3%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM56,449$5.14M0.5%+56,449NewHistory
KURAKura Oncology, Inc.COM450,622$4.77M0.5%+450,622NewHistory
IQVIQVIA Holdings Inc.Stock18,748$4.21M0.4%+4,332+30.0%AddedHistory
EHTHeHealth, Inc.COM503,079$4.04M0.4%−731,204−59.2%ReducedHistory
MEDPMedpace Holdings, Inc.COM15,564$3.74M0.4%+3,896+33.4%AddedHistory
Curevac N VN2451R105COM357,342$3.72M0.4%+357,342New–
STROSutro Biopharma, Inc.COM747,912$3.48M0.4%+747,912NewHistory
MRUSMerus N.V.COM131,226$3.46M0.4%+2,170+1.7%AddedHistory
AAgilent Technologies, Inc.COM28,460$3.43M0.4%+15,350+117.1%AddedHistory
PTGXProtagonist Therapeutics, IncCOM114,659$3.17M0.3%+114,659NewHistory
BHVNBiohaven Ltd.COM131,103$3.14M0.3%−54,492−29.4%ReducedHistory
PRTKParatek Pharmaceuticals, Inc.COM1,327,857$2.93M0.3%+689,383+108.0%AddedHistory
WATWaters CorpCOM10,928$2.91M0.3%+10,928NewHistory
RVTYRevvity, Inc.COM21,314$2.53M0.3%+8,979+72.8%AddedHistory
BDTXBlack Diamond Therapeutics, Inc.COM427,317$2.16M0.2%+427,317NewHistory
GOCOGoHealth, Inc.CL A NEW104,820$2.07M0.2%−20,233−16.2%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW89,950$1.70M0.2%00.0%UnchangedHistory
EOLSEvolus, Inc.COM228,679$1.66M0.2%+7,128+3.2%AddedHistory
ARGXArgenx SESPONSORED ADR4,154$1.62M0.2%+318+8.3%AddedHistory
ZLABZai Lab LtdADR55,176$1.53M0.2%−116,823−67.9%ReducedHistory
ELVElevance Health, Inc.Stock2,315$1.03M0.1%+2,315NewHistory
Affimed N VN01045108COM1,676,684$1.00M0.1%−207,100−11.0%Reduced–
GOSSGossamer Bio, Inc.COM749,697$899.6K0.1%−602,368−44.6%ReducedHistory
JBIOJade Biosciences, Inc.COM50,242$861.6K0.1%00.0%UnchangedHistory
URGNUroGen Pharma Ltd.COM74,797$774.1K0.1%+74,797NewHistory
WHWKWhitehawk Therapeutics, Inc.COM101,918$697.1K0.1%00.0%UnchangedHistory
ACIUAC Immune SASHS124,589$368.2K<0.1%00.0%UnchangedHistory
SPRYARS Pharmaceuticals, Inc.COM48,788$326.9K<0.1%+48,788NewHistory
KYNBKyntra Bio, Inc.COM5,600$15.1K<0.1%+5,600NewHistory

Options (5)

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 2023
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$129.3M–
SPYSPDR S&P 500 ETF TrustETF$102.0M–
AMNAmn Healthcare Services IncCOM$10.4M–
State Street SPDR S&P Biotech ETF78464A870ETF$7.49M–
KYNBKyntra Bio, Inc.COM$104.8K–

Sold out since Q1 2023 (9)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
BIIBBiogen Inc.COM153,774$42.8M3.8%History
Amarin Corp PLC023111906CALL14,612,757$21.9M2.0%–
Amedisys Inc023436908CALL224,263$16.5M1.5%–
AVTRAvantor, Inc.COM717,614$15.2M1.4%History
ITCIIntra-Cellular Therapies, Inc.COM218,726$11.8M1.1%History
GHGuardant Health, Inc.COM483,098$11.3M1.0%History
Anthem Inc036752903CALL20,615$9.48M0.9%–
THCTenet Healthcare CorpCOM NEW141,892$8.43M0.8%History
HSKAHeska CorpCOM RESTRC NEW26,409$2.58M0.2%History