Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 55
- −6 vs. Q3 2023
- Portfolio value
- $1.02B
- +$119.1M (+13.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 2,251,588 | $141.0M | 13.8% | −241,048−9.7% | Reduced | History |
| GSKGSK plc | ADR | 2,972,954 | $110.2M | 10.8% | −286,388−8.8% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,383,244 | $73.1M | 7.2% | +786,999+30.3% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 351,116 | $71.4M | 7.0% | +158,098+81.9% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 6,154,354 | $64.3M | 6.3% | −797,731−11.5% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 246,234 | $54.1M | 5.3% | −21,669−8.1% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 465,307 | $35.9M | 3.5% | +79,418+20.6% | Added | History |
| HQYHealthequity, Inc. | COM | 494,919 | $32.8M | 3.2% | +156,403+46.2% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 85,832 | $32.7M | 3.2% | +81,267+1,780.2% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 114,805 | $31.1M | 3.0% | +4,732+4.3% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 754,107 | $29.9M | 2.9% | +165,964+28.2% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 1,914,830 | $29.5M | 2.9% | +436,341+29.5% | Added | History |
| CYHCommunity Health Systems Inc | COM | 7,231,126 | $22.6M | 2.2% | +85,038+1.2% | Added | History |
| IMGNImmunoGen, Inc. | COM | 748,950 | $22.2M | 2.2% | +748,950 | New | History |
| RVTYRevvity, Inc. | COM | 183,059 | $20.0M | 2.0% | +150,361+459.8% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 324,654 | $16.4M | 1.6% | +72,208+28.6% | Added | History |
| PCVXVaxcyte, Inc. | COM | 233,839 | $14.7M | 1.4% | +43,409+22.8% | Added | History |
| SWAVShockwave Medical, Inc. | COM | 75,822 | $14.4M | 1.4% | −8,640−10.2% | Reduced | History |
| THCTenet Healthcare Corp | COM NEW | 187,265 | $14.2M | 1.4% | +187,265 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 538,074 | $12.3M | 1.2% | +251,326+87.6% | Added | History |
| ILMNIllumina, Inc. | COM | 86,614 | $12.1M | 1.2% | −80,168−48.1% | Reduced | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 255,988 | $10.7M | 1.0% | +665+0.3% | Added | – |
| KRYSKrystal Biotech, Inc. | COM | 80,798 | $10.0M | 1.0% | −27,973−25.7% | Reduced | History |
| ZIMVZimVie Inc. | Stock | 546,444 | $9.70M | 1.0% | +546,444 | New | History |
| DHRDanaher Corp | Stock | 41,041 | $9.49M | 0.9% | −62,743−60.5% | Reduced | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,529,047 | $9.16M | 0.9% | −950,056−38.3% | Reduced | History |
| WATWaters Corp | COM | 27,719 | $9.13M | 0.9% | +4,595+19.9% | Added | History |
| LQDALiquidia Corp | COM NEW | 688,926 | $8.29M | 0.8% | −706,528−50.6% | Reduced | History |
| PBYIPuma Biotechnology, Inc. | COM | 1,695,021 | $7.34M | 0.7% | +13,872+0.8% | Added | History |
| CNCCentene Corp | Stock | 97,198 | $7.21M | 0.7% | −93,409−49.0% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 15,094 | $7.12M | 0.7% | −6,600−30.4% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 3,780,714 | $6.69M | 0.7% | +2,074,940+121.6% | Added | History |
| GOSSGossamer Bio, Inc. | COM | 6,432,715 | $5.87M | 0.6% | +2,004,858+45.3% | Added | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 6,095,505 | $5.30M | 0.5% | −2,336,370−27.7% | Reduced | History |
| AAgilent Technologies, Inc. | COM | 37,854 | $5.26M | 0.5% | −3,971−9.5% | Reduced | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,139,111 | $4.86M | 0.5% | −314,267−21.6% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 113,793 | $4.79M | 0.5% | +113,793 | New | History |
| STROSutro Biopharma, Inc. | COM | 1,056,461 | $4.53M | 0.4% | +286,823+37.3% | Added | History |
| ICLRIcon PLC | COM | 15,417 | $4.36M | 0.4% | −5,581−26.6% | Reduced | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 374,404 | $4.18M | 0.4% | −286,214−43.3% | Reduced | History |
| MRUSMerus N.V. | COM | 115,726 | $3.18M | 0.3% | −18,284−13.6% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 137,343 | $2.99M | 0.3% | −305,927−69.0% | Reduced | History |
| AVTRAvantor, Inc. | COM | 125,964 | $2.88M | 0.3% | +41,469+49.1% | Added | History |
| BHVNBiohaven Ltd. | COM | 66,898 | $2.86M | 0.3% | −64,205−49.0% | Reduced | History |
| IQVIQVIA Holdings Inc. | Stock | 12,263 | $2.84M | 0.3% | −10,778−46.8% | Reduced | History |
| MCRBSeres Therapeutics, Inc. | COM | 1,753,538 | $2.45M | 0.2% | −599,018−25.5% | Reduced | History |
| MOHMolina Healthcare, Inc. | COM | 6,117 | $2.21M | 0.2% | −6,117−50.0% | Reduced | History |
| IFRXInflaRx N.V. | COM | 1,305,140 | $2.13M | 0.2% | −432,404−24.9% | Reduced | History |
| Curevac N VN2451R105 | COM | 496,912 | $2.09M | 0.2% | −19,882−3.8% | Reduced | – |
| RGENRepligen Corp | COM | 9,984 | $1.80M | 0.2% | −6,169−38.2% | Reduced | History |
| XOMAXOMA Royalty Corp | COM NEW | 93,727 | $1.73M | 0.2% | +3,777+4.2% | Added | History |
| JBIOJade Biosciences, Inc. | COM | 50,242 | $1.14M | 0.1% | 00.0% | Unchanged | History |
| Affimed N VN01045108 | COM | 1,676,684 | $1.05M | 0.1% | 00.0% | Unchanged | – |
| HUMHumana Inc | Stock | 1,914 | $876.2K | 0.1% | −16,207−89.4% | Reduced | History |
| ACIUAC Immune SA | SHS | 124,589 | $622.9K | 0.1% | 00.0% | Unchanged | History |
Options (2)
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 | $61.4M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $57.0M | – |
Sold out since Q3 2023 (10)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 205,815 | $23.8M | 2.6% | History |
| AMRXAmneal Pharmaceuticals, Inc. | COM STK CL A | 2,644,988 | $11.2M | 1.2% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 122,643 | $4.67M | 0.5% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 452,323 | $4.52M | 0.5% | History |
| PNTGPennant Group, Inc. | COM | 365,899 | $4.07M | 0.5% | History |
| PODDInsulet Corp | Stock | 21,299 | $3.40M | 0.4% | History |
| MEDPMedpace Holdings, Inc. | COM | 8,823 | $2.14M | 0.2% | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 20,000 | $1.46M | 0.2% | – |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 337,131 | $967.6K | 0.1% | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 101,918 | $493.3K | 0.1% | History |