Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 72
- +4 vs. Q1 2024
- Portfolio value
- $1.31B
- −$31.4M (−2.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MCRBSeres Therapeutics, Inc. | COM | 418,208 | $302.7K | <0.1% | −970,736−69.9% | Reduced | History |
| ACIUAC Immune SA | SHS | 99,313 | $396.3K | <0.1% | −25,276−20.3% | Reduced | History |
| GTHXG1 Therapeutics, Inc. | COM | 199,963 | $455.9K | <0.1% | +199,963 | New | History |
| STOKStoke Therapeutics, Inc. | COM | 61,277 | $827.9K | 0.1% | −228,723−78.9% | Reduced | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 166,460 | $907.2K | 0.1% | 00.0% | Unchanged | – |
| FULCFulcrum Therapeutics, Inc. | COM | 152,965 | $948.4K | 0.1% | +152,965 | New | History |
| ABSIAbsci Corp | COM | 325,509 | $1.00M | 0.1% | +325,509 | New | History |
| KURAKura Oncology, Inc. | COM | 72,317 | $1.49M | 0.1% | +72,317 | New | History |
| MREOMereo BioPharma Group plc | SPON ADS | 496,171 | $1.79M | 0.1% | +496,171 | New | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 286,266 | $1.95M | 0.1% | +3,232+1.1% | Added | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 610,902 | $2.13M | 0.2% | +610,902 | New | History |
| XOMAXOMA Royalty Corp | COM NEW | 91,907 | $2.18M | 0.2% | −5,158−5.3% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 92,909 | $2.45M | 0.2% | −162,617−63.6% | Reduced | History |
| ALECAlector, Inc. | COM | 541,739 | $2.46M | 0.2% | +5,568+1.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 12,178 | $2.57M | 0.2% | 00.0% | Unchanged | History |
| TRMLTourmaline Bio, Inc. | COM | 204,781 | $2.63M | 0.2% | +204,781 | New | History |
| AVTRAvantor, Inc. | COM | 125,394 | $2.66M | 0.2% | 00.0% | Unchanged | History |
| IFRXInflaRx N.V. | COM | 1,566,930 | $2.73M | 0.2% | +261,790+20.1% | Added | History |
| GHGuardant Health, Inc. | COM | 99,377 | $2.87M | 0.2% | −350,209−77.9% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 4,308,527 | $2.96M | 0.2% | −1,904,221−30.7% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 71,596 | $3.15M | 0.2% | +71,596 | New | History |
| MRUSMerus N.V. | COM | 66,474 | $3.93M | 0.3% | −53,008−44.4% | Reduced | History |
| ICLRIcon PLC | COM | 12,642 | $3.96M | 0.3% | −2,705−17.6% | Reduced | History |
| NVRONevro Corp | COM | 499,395 | $4.20M | 0.3% | +109,732+28.2% | Added | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,107,743 | $4.26M | 0.3% | −69,935−5.9% | Reduced | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 4,987,180 | $4.33M | 0.3% | −29,140−0.6% | Reduced | History |
| PBYIPuma Biotechnology, Inc. | COM | 1,328,454 | $4.33M | 0.3% | −98,043−6.9% | Reduced | History |
| MYGNMyriad Genetics Inc | COM | 181,961 | $4.45M | 0.3% | +181,961 | New | History |
| LQDALiquidia Corp | COM NEW | 373,554 | $4.48M | 0.3% | −22,633−5.7% | Reduced | History |
| CERECerevel Therapeutics Holdings, Inc. | COM | 110,010 | $4.50M | 0.3% | +110,010 | New | History |
| OSCROscar Health, Inc. | CL A | 310,893 | $4.92M | 0.4% | +310,893 | New | History |
| GOSSGossamer Bio, Inc. | COM | 5,484,148 | $4.94M | 0.4% | −510,324−8.5% | Reduced | History |
| STROSutro Biopharma, Inc. | COM | 1,739,129 | $5.10M | 0.4% | +647,710+59.3% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 18,277 | $5.43M | 0.4% | +12,449+213.6% | Added | History |
| EOLSEvolus, Inc. | COM | 574,462 | $6.23M | 0.5% | +574,462 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 329,890 | $6.34M | 0.5% | −24,075−6.8% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 126,877 | $6.87M | 0.5% | +126,877 | New | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,152,573 | $7.12M | 0.5% | −279,854−19.5% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 96,089 | $7.26M | 0.6% | −101,242−51.3% | Reduced | History |
| VKTXViking Therapeutics, Inc. | COM | 138,489 | $7.34M | 0.6% | +115,671+506.9% | Added | History |
| VRDNViridian Therapeutics, Inc. | COM | 567,487 | $7.38M | 0.6% | +425,412+299.4% | Added | History |
| CNCCentene Corp | Stock | 115,820 | $7.68M | 0.6% | +23,034+24.8% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 837,847 | $7.79M | 0.6% | +837,847 | New | History |
| ELVElevance Health, Inc. | Stock | 14,657 | $7.94M | 0.6% | +264+1.8% | Added | History |
| TVTXTravere Therapeutics, Inc. | COM | 1,091,165 | $8.97M | 0.7% | +135,547+14.2% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 100,000 | $9.27M | 0.7% | +100,000 | New | – |
| DHRDanaher Corp | Stock | 40,855 | $10.2M | 0.8% | 00.0% | Unchanged | History |
| BKDBrookdale Senior Living Inc. | COM | 1,546,842 | $10.6M | 0.8% | +228,077+17.3% | Added | History |
| MNKDMannkind Corp | COM NEW | 2,256,952 | $11.8M | 0.9% | −134,176−5.6% | Reduced | History |
| ZIMVZimVie Inc. | Stock | 767,659 | $14.0M | 1.1% | +203,161+36.0% | Added | History |
| VTRSViatris Inc | Stock | 1,329,282 | $14.1M | 1.1% | +12,813+1.0% | Added | History |
| HUMHumana Inc | Stock | 38,023 | $14.2M | 1.1% | +2,491+7.0% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 34,593 | $14.9M | 1.1% | −19,925−36.5% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 505,836 | $17.5M | 1.3% | +94,358+22.9% | Added | History |
| LLYEli Lilly & Co | Stock | 21,233 | $19.2M | 1.5% | +8,356+64.9% | Added | History |
| NVONovo Nordisk A S | ADR | 146,956 | $21.0M | 1.6% | +84,612+135.7% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 456,881 | $21.8M | 1.7% | +80,443+21.4% | Added | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 633,015 | $23.4M | 1.8% | −78,100−11.0% | Reduced | History |
| RGENRepligen Corp | COM | 194,291 | $24.5M | 1.9% | +186,054+2,258.8% | Added | History |
| CYHCommunity Health Systems Inc | COM | 8,037,470 | $27.0M | 2.1% | +56,829+0.7% | Added | History |
| HQYHealthequity, Inc. | COM | 413,531 | $35.6M | 2.7% | −7,814−1.9% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 543,044 | $38.9M | 3.0% | −64,643−10.6% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 135,480 | $43.5M | 3.3% | +31,659+30.5% | Added | History |
| RVTYRevvity, Inc. | COM | 451,582 | $47.4M | 3.6% | −31,578−6.5% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 533,011 | $71.3M | 5.5% | +112,312+26.7% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 2,043,214 | $73.9M | 5.7% | +219,433+12.0% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 3,613,631 | $74.2M | 5.7% | +480,518+15.3% | Added | History |
| UTHRUnited Therapeutics Corp | COM | 235,351 | $75.0M | 5.7% | −15,784−6.3% | Reduced | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 4,720,460 | $76.7M | 5.9% | −1,304,709−21.7% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 1,155,588 | $77.4M | 5.9% | +1,155,588 | New | History |
| NTRANatera, Inc. | COM | 1,173,494 | $127.1M | 9.7% | −604,557−34.0% | Reduced | History |
| GSKGSK plc | ADR | 3,468,080 | $133.5M | 10.2% | −303,914−8.1% | Reduced | 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 | $136.8M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $16.8M | – |
Sold out since Q1 2024 (12)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| PFEPfizer Inc | Stock | 1,102,042 | $30.6M | 2.3% | History |
| SWAVShockwave Medical, Inc. | COM | 80,555 | $26.2M | 2.0% | History |
| THCTenet Healthcare Corp | COM NEW | 175,631 | $18.5M | 1.4% | History |
| Taro Pharmaceutical Inds LtdM8737E108 | SHS | 263,541 | $11.2M | 0.8% | – |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 2,325,591 | $6.67M | 0.5% | History |
| WATWaters Corp | COM | 13,628 | $4.69M | 0.4% | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 88,934 | $3.49M | 0.3% | History |
| KRYSKrystal Biotech, Inc. | COM | 18,557 | $3.30M | 0.2% | History |
| Morphosys AG617760202 | SPONSORED ADS | 165,924 | $3.01M | 0.2% | – |
| JBIOJade Biosciences, Inc. | COM | 54,150 | $1.60M | 0.1% | History |
| Curevac N VN2451R105 | COM | 515,691 | $1.56M | 0.1% | – |
| VINCVincerx Pharma, Inc. | COM NEW | 79,588 | $402.7K | <0.1% | History |