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

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