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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
55
−7 vs. Q4 2024
Portfolio value
$883.7M
−$85.4M (−8.8%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Eversept Partners, LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM893,721$126.4M14.3%+16,955+1.9%AddedHistory
GSKGSK plcADR2,623,246$101.6M11.5%−1,038,522−28.4%ReducedHistory
HCAHCA Healthcare, Inc.COM152,502$52.7M6.0%−23,306−13.3%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM4,212,270$51.7M5.9%+3,868,870+1,126.6%AddedHistory
VERAVera Therapeutics, Inc.CL A1,898,804$45.6M5.2%+298,789+18.7%AddedHistory
RVTYRevvity, Inc.COM299,087$31.6M3.6%−93,431−23.8%ReducedHistory
HQYHealthequity, Inc.COM351,976$31.1M3.5%−34,721−9.0%ReducedHistory
INSPInspire Medical Systems, Inc.COM186,425$29.7M3.4%−107,877−36.7%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM547,116$26.5M3.0%−131,671−19.4%ReducedHistory
CYHCommunity Health Systems IncCOM8,458,020$22.8M2.6%+5,631,020+199.2%AddedHistory
ZIMVZimVie Inc.Stock2,079,380$22.5M2.5%+8,600+0.4%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,410,765$21.7M2.5%−831,360−37.1%ReducedHistory
PCVXVaxcyte, Inc.COM557,070$21.0M2.4%+429,482+336.6%AddedHistory
BRKRBruker CorpCOM499,207$20.8M2.4%+264,273+112.5%AddedHistory
CNCCentene CorpStock340,339$20.7M2.3%+151,846+80.6%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,377,674$18.6M2.1%+597,676+76.6%AddedHistory
NBIXNeurocrine Biosciences IncStock167,243$18.5M2.1%+167,243NewHistory
UTHRUnited Therapeutics CorpCOM57,489$17.7M2.0%+13,786+31.5%AddedHistory
TECHBIO-TECHNE CorpCOM280,117$16.4M1.9%−19,193−6.4%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM2,172,436$16.3M1.8%+192,124+9.7%AddedHistory
GKOSGLAUKOS CorpCOM158,957$15.6M1.8%+158,957NewHistory
IONSIonis Pharmaceuticals IncCOM517,021$15.6M1.8%+302,069+140.5%AddedHistory
TVTXTravere Therapeutics, Inc.COM816,254$14.6M1.7%+325,958+66.5%AddedHistory
GMEDGlobus Medical IncStock192,893$14.1M1.6%+192,893NewHistory
CLDXCelldex Therapeutics, Inc.COM NEW696,499$12.6M1.4%−23,337−3.2%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF24,003$11.3M1.3%+24,003New–
ALGNAlign Technology IncCOM49,277$7.83M0.9%+49,277NewHistory
TFXTeleflex IncCOM56,630$7.83M0.9%−5,106−8.3%ReducedHistory
MOHMolina Healthcare, Inc.COM23,735$7.82M0.9%+23,735NewHistory
HUMHumana IncStock27,970$7.40M0.8%+5,288+23.3%AddedHistory
ELVElevance Health, Inc.Stock15,698$6.83M0.8%−13,480−46.2%ReducedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES280,951$5.75M0.7%+5,589+2.0%AddedHistory
GOSSGossamer Bio, Inc.COM3,896,841$4.29M0.5%−1,081,617−21.7%ReducedHistory
ZBIOZenas BioPharma, Inc.COM445,588$3.52M0.4%+273,485+158.9%AddedHistory
MNKDMannkind CorpCOM NEW697,710$3.51M0.4%−213,315−23.4%ReducedHistory
MRUSMerus N.V.COM70,329$2.96M0.3%+2,071+3.0%AddedHistory
RGENRepligen CorpCOM18,452$2.35M0.3%−35,614−65.9%ReducedHistory
NVAXNovavax IncCOM NEW365,523$2.34M0.3%+365,523NewHistory
LQDALiquidia CorpCOM NEW150,480$2.22M0.3%−420,825−73.7%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK293,275$2.21M0.3%−108,458−27.0%ReducedHistory
ETNB89bio, Inc.COM303,731$2.21M0.2%+303,731NewHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A942,454$2.08M0.2%+942,454NewHistory
AVTRAvantor, Inc.COM122,823$1.99M0.2%−45,546−27.1%ReducedHistory
ICLRIcon PLCCOM10,840$1.90M0.2%−8,412−43.7%ReducedHistory
IFRXInflaRx N.V.COM1,675,978$1.71M0.2%+1,183,526+240.3%AddedHistory
AMRNAmarin Corp PLCSPONS ADR NEW3,399,204$1.52M0.2%+1,882,612+124.1%AddedHistory
STROSutro Biopharma, Inc.COM2,292,261$1.49M0.2%+1,597,853+230.1%AddedHistory
ITOSiTeos Therapeutics, Inc.COM220,196$1.31M0.1%00.0%UnchangedHistory
KPTIKaryopharm Therapeutics Inc.COM NEW257,154$961.8K0.1%+117,904+84.7%AddedConverted for a 1-for-15 splitHistory
XOMAXOMA Royalty CorpCOM NEW45,017$897.2K0.1%−50,400−52.8%ReducedHistory
PBYIPuma Biotechnology, Inc.COM275,788$816.3K0.1%−720,314−72.3%ReducedHistory
ALECAlector, Inc.COM617,418$759.4K0.1%+417,323+208.6%AddedHistory
EHTHeHealth, Inc.COM89,220$596.0K0.1%+89,220NewHistory
AUTLAutolus Therapeutics plcSPON ADS343,947$533.1K0.1%+245,052+247.8%AddedHistory
ACIUAC Immune SASHS100,752$188.4K<0.1%+100,752NewHistory

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 2025
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$58.0M–
SPYSPDR S&P 500 ETF TrustETF$43.0M–

Sold out since Q4 2024 (18)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
VTRSViatris IncStock1,272,102$15.8M1.6%History
EWEdwards Lifesciences CorpStock170,678$12.6M1.3%History
DXCMDexcom IncCOM148,688$11.6M1.2%History
GHGuardant Health, Inc.COM276,036$8.43M0.9%History
AZNAstraZeneca PLCSPONSORED ADR102,661$6.73M0.7%History
MEDPMedpace Holdings, Inc.COM19,049$6.33M0.7%History
XENEXenon Pharmaceuticals Inc.COM155,540$6.10M0.6%History
HSICHenry Schein IncCOM80,303$5.56M0.6%History
DHRDanaher CorpStock22,209$5.10M0.5%History
PDCOPatterson Companies, Inc.COM146,051$4.51M0.5%History
EOLSEvolus, Inc.COM383,045$4.23M0.4%History
SUPNSupernus Pharmaceuticals, Inc.COM105,581$3.82M0.4%History
TSVT2seventy bio, Inc.COMMON STOCK1,003,678$2.95M0.3%History
MREOMereo BioPharma Group plcSPON ADS777,890$2.72M0.3%History
ZLABZai Lab LtdADR102,930$2.70M0.3%History
ARQTArcutis Biotherapeutics, Inc.COM191,158$2.66M0.3%History
XRAYDentsply Sirona Inc.Stock139,656$2.65M0.3%History
ABSIAbsci CorpCOM199,464$522.6K0.1%History