Skip to main content
Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
68
+13 vs. Q4 2023
Portfolio value
$1.34B
+$318.3M (+31.2%) vs. Q4 2023
Filed
May 15, 2024
SEC
Holdings of Eversept Partners, LP in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM1,778,051$162.6M12.2%−473,537−21.0%ReducedHistory
GSKGSK plcADR3,771,994$161.7M12.1%+799,040+26.9%AddedHistory
INSPInspire Medical Systems, Inc.COM420,699$90.4M6.8%+69,583+19.8%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS6,025,169$85.0M6.4%−129,185−2.1%ReducedHistory
VERAVera Therapeutics, Inc.CL A1,823,781$78.6M5.9%−91,049−4.8%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM3,133,113$74.6M5.6%−250,131−7.4%ReducedHistory
UTHRUnited Therapeutics CorpCOM251,135$57.7M4.3%+4,901+2.0%AddedHistory
RVTYRevvity, Inc.COM483,160$50.7M3.8%+300,101+163.9%AddedHistory
TECHBIO-TECHNE CorpCOM607,687$42.8M3.2%+142,380+30.6%AddedHistory
HCAHCA Healthcare, Inc.COM103,821$34.6M2.6%−10,984−9.6%ReducedHistory
HQYHealthequity, Inc.COM421,345$34.4M2.6%−73,574−14.9%ReducedHistory
PFEPfizer IncStock1,102,042$30.6M2.3%+1,102,042NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW711,115$29.8M2.2%−42,992−5.7%ReducedHistory
CYHCommunity Health Systems IncCOM7,980,641$27.9M2.1%+749,515+10.4%AddedHistory
SWAVShockwave Medical, Inc.COM80,555$26.2M2.0%+4,733+6.2%AddedHistory
ARGXArgenx SESPONSORED ADR54,518$21.5M1.6%−31,314−36.5%ReducedHistory
THCTenet Healthcare CorpCOM NEW175,631$18.5M1.4%−11,634−6.2%ReducedHistory
IONSIonis Pharmaceuticals IncCOM376,438$16.3M1.2%+51,784+16.0%AddedHistory
VTRSViatris IncStock1,316,469$15.7M1.2%+1,316,469NewHistory
PCVXVaxcyte, Inc.COM197,331$13.5M1.0%−36,508−15.6%ReducedHistory
HUMHumana IncStock35,532$12.3M0.9%+33,618+1,756.4%AddedHistory
PTGXProtagonist Therapeutics, IncCOM411,478$11.9M0.9%−126,596−23.5%ReducedHistory
Taro Pharmaceutical Inds LtdM8737E108SHS263,541$11.2M0.8%+7,553+3.0%Added–
MNKDMannkind CorpCOM NEW2,391,128$10.8M0.8%+2,391,128NewHistory
DHRDanaher CorpStock40,855$10.2M0.8%−186−0.5%ReducedHistory
LLYEli Lilly & CoStock12,877$10.0M0.7%+12,877NewHistory
ZIMVZimVie Inc.Stock564,498$9.31M0.7%+18,054+3.3%AddedHistory
GHGuardant Health, Inc.COM449,586$9.27M0.7%+449,586NewHistory
BKDBrookdale Senior Living Inc.COM1,318,765$8.72M0.7%+1,318,765NewHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES353,965$8.37M0.6%−20,439−5.5%ReducedHistory
IMVTImmunovant, Inc.COM255,526$8.26M0.6%+141,733+124.6%AddedHistory
NVONovo Nordisk A SADR62,344$8.00M0.6%+62,344NewHistory
KPTIKaryopharm Therapeutics Inc.COM5,016,320$7.57M0.6%+5,016,320NewHistory
PBYIPuma Biotechnology, Inc.COM1,426,497$7.56M0.6%−268,524−15.8%ReducedHistory
ELVElevance Health, Inc.Stock14,393$7.46M0.6%−701−4.6%ReducedHistory
TVTXTravere Therapeutics, Inc.COM955,618$7.37M0.6%+955,618NewHistory
CNCCentene CorpStock92,786$7.28M0.5%−4,412−4.5%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,432,427$7.28M0.5%−96,620−6.3%ReducedHistory
GOSSGossamer Bio, Inc.COM5,994,472$7.07M0.5%−438,243−6.8%ReducedHistory
TSHATaysha Gene Therapies, Inc.COM SHS2,325,591$6.67M0.5%−1,455,123−38.5%ReducedHistory
TSVT2seventy bio, Inc.COMMON STOCK1,177,678$6.30M0.5%+38,567+3.4%AddedHistory
STROSutro Biopharma, Inc.COM1,091,419$6.17M0.5%+34,958+3.3%AddedHistory
LQDALiquidia CorpCOM NEW396,187$5.84M0.4%−292,739−42.5%ReducedHistory
NVRONevro CorpCOM389,663$5.63M0.4%+389,663NewHistory
AMRNAmarin Corp PLCSPONS ADR NEW6,212,748$5.53M0.4%+117,243+1.9%AddedHistory
MRUSMerus N.V.COM119,482$5.38M0.4%+3,756+3.2%AddedHistory
ICLRIcon PLCCOM15,347$5.16M0.4%−70−0.5%ReducedHistory
WATWaters CorpCOM13,628$4.69M0.4%−14,091−50.8%ReducedHistory
STOKStoke Therapeutics, Inc.COM290,000$3.92M0.3%+290,000NewHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW88,934$3.49M0.3%+88,934NewHistory
KRYSKrystal Biotech, Inc.COM18,557$3.30M0.2%−62,241−77.0%ReducedHistory
ALECAlector, Inc.COM536,171$3.23M0.2%+536,171NewHistory
AVTRAvantor, Inc.COM125,394$3.21M0.2%−570−0.5%ReducedHistory
IQVIQVIA Holdings Inc.Stock12,178$3.08M0.2%−85−0.7%ReducedHistory
Morphosys AG617760202SPONSORED ADS165,924$3.01M0.2%+165,924New–
VRDNViridian Therapeutics, Inc.COM142,075$2.49M0.2%+4,732+3.4%AddedHistory
MOHMolina Healthcare, Inc.COM5,828$2.39M0.2%−289−4.7%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW97,065$2.33M0.2%+3,338+3.6%AddedHistory
IFRXInflaRx N.V.COM1,305,140$2.01M0.2%00.0%UnchangedHistory
VKTXViking Therapeutics, Inc.COM22,818$1.87M0.1%+22,818NewHistory
TERNTerns Pharmaceuticals, Inc.COM283,034$1.86M0.1%+283,034NewHistory
JBIOJade Biosciences, Inc.COM54,150$1.60M0.1%+3,908+7.8%AddedHistory
Curevac N VN2451R105COM515,691$1.56M0.1%+18,779+3.8%Added–
RGENRepligen CorpCOM8,237$1.51M0.1%−1,747−17.5%ReducedHistory
MCRBSeres Therapeutics, Inc.COM1,388,944$1.08M0.1%−364,594−20.8%ReducedHistory
Affimed N VN01045207ORDINARY SHS NEW166,460$882.2K0.1%+166,460New–
VINCVincerx Pharma, Inc.COM NEW79,588$402.7K<0.1%+79,588NewHistory
ACIUAC Immune SASHS124,589$368.8K<0.1%00.0%UnchangedHistory

Options (2)

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 2024
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$145.1M–
SPYSPDR S&P 500 ETF TrustETF$15.8M–

Sold out since Q4 2023 (5)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
IMGNImmunoGen, Inc.COM748,950$22.2M2.2%History
ILMNIllumina, Inc.COM86,614$12.1M1.2%History
AAgilent Technologies, Inc.COM37,854$5.26M0.5%History
BHVNBiohaven Ltd.COM66,898$2.86M0.3%History
Affimed N VN01045108COM1,676,684$1.05M0.1%–