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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
67
+12 vs. Q1 2025
Portfolio value
$992.2M
+$108.5M (+12.3%) vs. Q1 2025
Filed
Aug 14, 2025
SEC
Holdings of Eversept Partners, LP in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NTRANatera, Inc.COM796,375$134.5M13.6%−97,346−10.9%ReducedHistory
GSKGSK plcADR2,242,388$86.1M8.7%−380,858−14.5%ReducedHistory
VERAVera Therapeutics, Inc.CL A2,383,055$56.1M5.7%+484,251+25.5%AddedHistory
RVTYRevvity, Inc.COM510,330$49.4M5.0%+211,243+70.6%AddedHistory
PCVXVaxcyte, Inc.COM1,298,514$42.2M4.3%+741,444+133.1%AddedHistory
HCAHCA Healthcare, Inc.COM99,983$38.3M3.9%−52,519−34.4%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM4,065,355$38.1M3.8%−146,915−3.5%ReducedHistory
BRKRBruker CorpCOM839,284$34.6M3.5%+340,077+68.1%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,902,539$26.6M2.7%+524,865+38.1%AddedHistory
IONSIonis Pharmaceuticals IncCOM588,900$23.3M2.3%+71,879+13.9%AddedHistory
CNCCentene CorpStock398,726$21.6M2.2%+58,387+17.2%AddedHistory
INSPInspire Medical Systems, Inc.COM164,473$21.3M2.2%−21,952−11.8%ReducedHistory
CYHCommunity Health Systems IncCOM6,144,384$20.9M2.1%−2,313,636−27.4%ReducedHistory
AVTRAvantor, Inc.COM1,526,164$20.5M2.1%+1,403,341+1,142.6%AddedHistory
TECHBIO-TECHNE CorpCOM394,139$20.3M2.0%+114,022+40.7%AddedHistory
TVTXTravere Therapeutics, Inc.COM1,315,033$19.5M2.0%+498,779+61.1%AddedHistory
ZIMVZimVie Inc.Stock2,079,380$19.4M2.0%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock60,736$18.9M1.9%+60,736NewHistory
ILMNIllumina, Inc.COM198,584$18.9M1.9%+198,584NewHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,052,881$17.6M1.8%−357,884−25.4%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW838,736$17.1M1.7%+142,237+20.4%AddedHistory
UTHRUnited Therapeutics CorpCOM59,366$17.1M1.7%+1,877+3.3%AddedHistory
HQYHealthequity, Inc.COM155,868$16.3M1.6%−196,108−55.7%ReducedHistory
IQVIQVIA Holdings Inc.Stock97,604$15.4M1.6%+97,604NewHistory
PTGXProtagonist Therapeutics, IncCOM277,316$15.3M1.5%−269,800−49.3%ReducedHistory
DVAXDynavax Technologies CorpCOM NEW1,197,189$11.9M1.2%+1,197,189NewHistory
MIRMMirum Pharmaceuticals, Inc.COM232,175$11.8M1.2%+232,175NewHistory
BCRXBiocryst Pharmaceuticals IncCOM1,207,638$10.8M1.1%−964,798−44.4%ReducedHistory
EOLSEvolus, Inc.COM1,170,311$10.8M1.1%+1,170,311NewHistory
HUMHumana IncStock43,620$10.7M1.1%+15,650+56.0%AddedHistory
GERNGeron CorpCOM7,320,174$10.3M1.0%+7,320,174NewHistory
GMEDGlobus Medical IncStock169,643$10.0M1.0%−23,250−12.1%ReducedHistory
ICLRIcon PLCCOM64,587$9.39M0.9%+53,747+495.8%AddedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES414,430$7.51M0.8%+133,479+47.5%AddedHistory
ELVElevance Health, Inc.Stock18,962$7.38M0.7%+3,264+20.8%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM13,254$6.96M0.7%+13,254NewHistory
MRUSMerus N.V.COM130,924$6.89M0.7%+60,595+86.2%AddedHistory
MOHMolina Healthcare, Inc.COM20,600$6.14M0.6%−3,135−13.2%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock13,685$5.55M0.6%+13,685NewHistory
EWTXEdgewise Therapeutics, Inc.COM392,739$5.15M0.5%+392,739NewHistory
DHRDanaher CorpStock23,449$4.63M0.5%+23,449NewHistory
LQDALiquidia CorpCOM NEW358,828$4.47M0.5%+208,348+138.5%AddedHistory
GKOSGLAUKOS CorpCOM31,496$3.25M0.3%−127,461−80.2%ReducedHistory
ZBIOZenas BioPharma, Inc.COM325,479$3.15M0.3%−120,109−27.0%ReducedHistory
NKTRNektar TherapeuticsCOM NEW115,000$2.97M0.3%+115,000NewHistory
ALECAlector, Inc.COM1,986,072$2.78M0.3%+1,368,654+221.7%AddedHistory
AMRNAmarin Corp PLCSPONSORED ADR167,276$2.71M0.3%−2,684−1.6%ReducedConverted for a 1-for-20 splitHistory
MNKDMannkind CorpCOM NEW697,710$2.61M0.3%00.0%UnchangedHistory
ETNB89bio, Inc.COM235,990$2.32M0.2%−67,741−22.3%ReducedHistory
RGENRepligen CorpCOM18,620$2.32M0.2%+168+0.9%AddedHistory
GOSSGossamer Bio, Inc.COM1,695,762$2.09M0.2%−2,201,079−56.5%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS99,338$2.06M0.2%+99,338NewHistory
RLAYRelay Therapeutics, Inc.COM533,409$1.85M0.2%+533,409NewHistory
STROSutro Biopharma, Inc.COM2,292,261$1.64M0.2%00.0%UnchangedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A640,673$1.54M0.2%−301,781−32.0%ReducedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS211,469$1.47M0.1%+211,469NewHistory
AUTLAutolus Therapeutics plcSPON ADS610,231$1.39M0.1%+266,284+77.4%AddedHistory
IFRXInflaRx N.V.COM1,640,430$1.30M0.1%−35,548−2.1%ReducedHistory
PNTGPennant Group, Inc.COM37,980$1.13M0.1%+37,980NewHistory
KPTIKaryopharm Therapeutics Inc.COM NEW257,154$1.11M0.1%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM109,324$1.09M0.1%−110,872−50.4%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK219,384$1.08M0.1%−73,891−25.2%ReducedHistory
PBYIPuma Biotechnology, Inc.COM240,688$825.6K0.1%−35,100−12.7%ReducedHistory
ARCTArcturus Therapeutics Holdings Inc.COM48,364$629.2K0.1%+48,364NewHistory
EHTHeHealth, Inc.COM128,322$558.2K0.1%+39,102+43.8%AddedHistory
MODVModivCare IncCOM100,000$312.0K<0.1%+100,000NewHistory
ACIUAC Immune SASHS100,752$204.5K<0.1%00.0%UnchangedHistory

Options (1)

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 Q2 2025
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$95.0M–

Sold out since Q1 2025 (6)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
NBIXNeurocrine Biosciences IncStock167,243$18.5M2.1%History
Invesco QQQ Trust Series I46090E103ETF24,003$11.3M1.3%–
ALGNAlign Technology IncCOM49,277$7.83M0.9%History
TFXTeleflex IncCOM56,630$7.83M0.9%History
NVAXNovavax IncCOM NEW365,523$2.34M0.3%History
XOMAXOMA Royalty CorpCOM NEW45,017$897.2K0.1%History