Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 62
- −3 vs. Q3 2024
- Portfolio value
- $969.1M
- −$334.5M (−25.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NTRANatera, Inc. | COM | 876,766 | $138.8M | 14.3% | +6,573+0.8% | Added | History |
| GSKGSK plc | ADR | 3,661,768 | $123.8M | 12.8% | −395,438−9.7% | Reduced | History |
| VERAVera Therapeutics, Inc. | CL A | 1,600,015 | $67.7M | 7.0% | −450,142−22.0% | Reduced | History |
| INSPInspire Medical Systems, Inc. | COM | 294,302 | $54.6M | 5.6% | +18,032+6.5% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 175,808 | $52.8M | 5.4% | +46,724+36.2% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 2,242,125 | $49.4M | 5.1% | −992,513−30.7% | Reduced | History |
| RVTYRevvity, Inc. | COM | 392,518 | $43.8M | 4.5% | −77,174−16.4% | Reduced | History |
| HQYHealthequity, Inc. | COM | 386,697 | $37.1M | 3.8% | +67,619+21.2% | Added | History |
| ZIMVZimVie Inc. | Stock | 2,070,780 | $28.9M | 3.0% | 00.0% | Unchanged | History |
| PTGXProtagonist Therapeutics, Inc | COM | 678,787 | $26.2M | 2.7% | +233,583+52.5% | Added | History |
| TECHBIO-TECHNE Corp | COM | 299,310 | $21.6M | 2.2% | −364,263−54.9% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 719,836 | $18.2M | 1.9% | +154,934+27.4% | Added | History |
| VTRSViatris Inc | Stock | 1,272,102 | $15.8M | 1.6% | −454,252−26.3% | Reduced | History |
| UTHRUnited Therapeutics Corp | COM | 43,703 | $15.4M | 1.6% | −87,246−66.6% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 779,998 | $15.0M | 1.5% | +88,766+12.8% | Added | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 1,980,312 | $14.9M | 1.5% | +1,444,907+269.9% | Added | History |
| BRKRBruker Corp | COM | 234,934 | $13.8M | 1.4% | +234,934 | New | History |
| EWEdwards Lifesciences Corp | Stock | 170,678 | $12.6M | 1.3% | +170,678 | New | History |
| DXCMDexcom Inc | COM | 148,688 | $11.6M | 1.2% | +148,688 | New | History |
| CNCCentene Corp | Stock | 188,493 | $11.4M | 1.2% | +53,534+39.7% | Added | History |
| TFXTeleflex Inc | COM | 61,736 | $11.0M | 1.1% | +61,736 | New | History |
| ELVElevance Health, Inc. | Stock | 29,178 | $10.8M | 1.1% | +9,713+49.9% | Added | History |
| PCVXVaxcyte, Inc. | COM | 127,588 | $10.4M | 1.1% | +127,588 | New | History |
| TVTXTravere Therapeutics, Inc. | COM | 490,296 | $8.54M | 0.9% | −379,617−43.6% | Reduced | History |
| CYHCommunity Health Systems Inc | COM | 2,827,000 | $8.45M | 0.9% | −5,949,455−67.8% | Reduced | History |
| GHGuardant Health, Inc. | COM | 276,036 | $8.43M | 0.9% | +276,036 | New | History |
| RGENRepligen Corp | COM | 54,066 | $7.78M | 0.8% | −109,527−67.0% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 214,952 | $7.51M | 0.8% | −256,403−54.4% | Reduced | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 401,733 | $7.49M | 0.8% | −56,234−12.3% | Reduced | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 275,362 | $7.08M | 0.7% | −31,995−10.4% | Reduced | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 102,661 | $6.73M | 0.7% | +102,661 | New | History |
| LQDALiquidia Corp | COM NEW | 571,305 | $6.72M | 0.7% | +433,356+314.1% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 19,049 | $6.33M | 0.7% | +19,049 | New | History |
| XENEXenon Pharmaceuticals Inc. | COM | 155,540 | $6.10M | 0.6% | +155,540 | New | History |
| MNKDMannkind Corp | COM NEW | 911,025 | $5.86M | 0.6% | −1,081,479−54.3% | Reduced | History |
| HUMHumana Inc | Stock | 22,682 | $5.75M | 0.6% | −11,178−33.0% | Reduced | History |
| HSICHenry Schein Inc | COM | 80,303 | $5.56M | 0.6% | +80,303 | New | History |
| DHRDanaher Corp | Stock | 22,209 | $5.10M | 0.5% | −16,220−42.2% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 343,400 | $4.54M | 0.5% | −3,761,913−91.6% | Reduced | History |
| PDCOPatterson Companies, Inc. | COM | 146,051 | $4.51M | 0.5% | +146,051 | New | History |
| GOSSGossamer Bio, Inc. | COM | 4,978,458 | $4.50M | 0.5% | 00.0% | Unchanged | History |
| EOLSEvolus, Inc. | COM | 383,045 | $4.23M | 0.4% | −70,016−15.5% | Reduced | History |
| ICLRIcon PLC | COM | 19,252 | $4.04M | 0.4% | +5,584+40.9% | Added | History |
| SUPNSupernus Pharmaceuticals, Inc. | COM | 105,581 | $3.82M | 0.4% | +105,581 | New | History |
| AVTRAvantor, Inc. | COM | 168,369 | $3.55M | 0.4% | 00.0% | Unchanged | History |
| PBYIPuma Biotechnology, Inc. | COM | 996,102 | $3.04M | 0.3% | −297,155−23.0% | Reduced | History |
| TSVT2seventy bio, Inc. | COMMON STOCK | 1,003,678 | $2.95M | 0.3% | +5,599+0.6% | Added | History |
| MRUSMerus N.V. | COM | 68,258 | $2.87M | 0.3% | 00.0% | Unchanged | History |
| MREOMereo BioPharma Group plc | SPON ADS | 777,890 | $2.72M | 0.3% | 00.0% | Unchanged | History |
| ZLABZai Lab Ltd | ADR | 102,930 | $2.70M | 0.3% | −32,289−23.9% | Reduced | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 191,158 | $2.66M | 0.3% | −502,105−72.4% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 139,656 | $2.65M | 0.3% | +139,656 | New | History |
| XOMAXOMA Royalty Corp | COM NEW | 95,417 | $2.51M | 0.3% | +1,128+1.2% | Added | History |
| ITOSiTeos Therapeutics, Inc. | COM | 220,196 | $1.69M | 0.2% | +220,196 | New | History |
| KPTIKaryopharm Therapeutics Inc. | COM | 2,088,757 | $1.41M | 0.1% | −3,459,123−62.4% | Reduced | History |
| ZBIOZenas BioPharma, Inc. | COM | 172,103 | $1.41M | 0.1% | −18,428−9.7% | Reduced | History |
| STROSutro Biopharma, Inc. | COM | 694,408 | $1.28M | 0.1% | −1,147,581−62.3% | Reduced | History |
| IFRXInflaRx N.V. | COM | 492,452 | $1.22M | 0.1% | −1,129,335−69.6% | Reduced | History |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 1,516,592 | $735.5K | 0.1% | −1,792,717−54.2% | Reduced | History |
| ABSIAbsci Corp | COM | 199,464 | $522.6K | 0.1% | −73,405−26.9% | Reduced | History |
| ALECAlector, Inc. | COM | 200,095 | $378.2K | <0.1% | −132,661−39.9% | Reduced | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 98,895 | $232.4K | <0.1% | −307,663−75.7% | Reduced | History |
Options (3)
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 | $124.3M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $17.5M | – |
| iShares Tr464287432 | 20 YR TR BD ETF | $15.7M | – |
Sold out since Q3 2024 (17)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| INSMINSMED Inc | COM PAR $.01 | 1,089,404 | $79.5M | 6.1% | History |
| BHCBausch Health Companies Inc. | Stock | 1,530,914 | $12.5M | 1.0% | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 124,491 | $9.11M | 0.7% | History |
| BHVNBiohaven Ltd. | COM | 132,537 | $6.62M | 0.5% | History |
| BKDBrookdale Senior Living Inc. | COM | 861,268 | $5.85M | 0.4% | History |
| FNAParagon 28, Inc. | COM | 749,213 | $5.00M | 0.4% | History |
| KURAKura Oncology, Inc. | COM | 192,398 | $3.76M | 0.3% | History |
| MOHMolina Healthcare, Inc. | COM | 10,588 | $3.65M | 0.3% | History |
| STAAStaar Surgical Co | COM PAR $0.01 | 91,199 | $3.39M | 0.3% | History |
| IQVIQVIA Holdings Inc. | Stock | 13,138 | $3.11M | 0.2% | History |
| MRVIMaravai Lifesciences Holdings, Inc. | COM CL A | 336,966 | $2.80M | 0.2% | History |
| TRMLTourmaline Bio, Inc. | COM | 84,380 | $2.17M | 0.2% | History |
| NVRONevro Corp | COM | 313,780 | $1.75M | 0.1% | History |
| JBIOJade Biosciences, Inc. | COM | 485,141 | $1.01M | 0.1% | History |
| STOKStoke Therapeutics, Inc. | COM | 52,006 | $639.2K | <0.1% | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 166,460 | $559.3K | <0.1% | – |
| ACIUAC Immune SA | SHS | 99,313 | $375.4K | <0.1% | History |