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Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
83
+16 vs. Q2 2025
Portfolio value
$1.31B
+$313.4M (+31.6%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Eversept Partners, LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
UTHRUnited Therapeutics CorpCOM253,220$106.2M8.1%+193,854+326.5%AddedHistory
GSKGSK plcADR2,120,446$91.5M7.0%−121,942−5.4%ReducedHistory
NTRANatera, Inc.COM519,644$83.6M6.4%−276,731−34.7%ReducedHistory
VERAVera Therapeutics, Inc.CL A2,807,836$81.6M6.2%+424,781+17.8%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM3,467,314$53.3M4.1%−598,041−14.7%ReducedHistory
PCVXVaxcyte, Inc.COM1,421,983$51.2M3.9%+123,469+9.5%AddedHistory
QUREuniQure N.V.SHS877,373$51.2M3.9%+877,373NewHistory
HCAHCA Healthcare, Inc.COM111,700$47.6M3.6%+11,717+11.7%AddedHistory
VRDNViridian Therapeutics, Inc.COM1,924,306$41.5M3.2%+21,767+1.1%AddedHistory
ZIMVZimVie Inc.Stock2,079,380$39.4M3.0%00.0%UnchangedHistory
ABVXAbivax S.A.SPONSORED ADS426,499$36.2M2.8%+426,499NewHistory
IONSIonis Pharmaceuticals IncCOM538,661$35.2M2.7%−50,239−8.5%ReducedHistory
RVTYRevvity, Inc.COM394,311$34.6M2.6%−116,019−22.7%ReducedHistory
TVTXTravere Therapeutics, Inc.COM1,417,204$33.9M2.6%+102,171+7.8%AddedHistory
TECHBIO-TECHNE CorpCOM591,540$32.9M2.5%+197,401+50.1%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,153,920$29.9M2.3%+315,184+37.6%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,363,653$27.5M2.1%+310,772+29.5%AddedHistory
BRKRBruker CorpCOM687,129$22.3M1.7%−152,155−18.1%ReducedHistory
CYHCommunity Health Systems IncCOM6,950,051$22.3M1.7%+805,667+13.1%AddedHistory
UNHUnitedHealth Group IncStock62,820$21.7M1.7%+2,084+3.4%AddedHistory
DHRDanaher CorpStock99,273$19.7M1.5%+75,824+323.4%AddedHistory
GERNGeron CorpCOM12,599,002$17.3M1.3%+5,278,828+72.1%AddedHistory
ELVElevance Health, Inc.Stock44,980$14.5M1.1%+26,018+137.2%AddedHistory
PODDInsulet CorpStock45,604$14.1M1.1%+45,604NewHistory
RGENRepligen CorpCOM105,087$14.0M1.1%+86,467+464.4%AddedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES488,592$13.9M1.1%+74,162+17.9%AddedHistory
Avidity Biosciences, Inc.05370A108COM302,911$13.2M1.0%+302,911New–
NVONovo Nordisk A SADR217,708$12.1M0.9%+217,708NewHistory
ILMNIllumina, Inc.COM123,674$11.7M0.9%−74,910−37.7%ReducedHistory
AVTRAvantor, Inc.COM924,442$11.5M0.9%−601,722−39.4%ReducedHistory
LQDALiquidia CorpCOM NEW486,021$11.1M0.8%+127,193+35.4%AddedHistory
MNKDMannkind CorpCOM NEW2,042,727$11.0M0.8%+1,345,017+192.8%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,373,625$10.4M0.8%+165,987+13.7%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM976,511$9.81M0.8%+976,511NewHistory
ICLRIcon PLCCOM55,025$9.63M0.7%−9,562−14.8%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM16,720$9.40M0.7%+3,466+26.2%AddedHistory
EOLSEvolus, Inc.COM1,475,109$9.06M0.7%+304,798+26.0%AddedHistory
EWTXEdgewise Therapeutics, Inc.COM502,234$8.15M0.6%+109,495+27.9%AddedHistory
CNCCentene CorpStock224,550$8.01M0.6%−174,176−43.7%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM146,642$7.94M0.6%+146,642NewHistory
ARDXArdelyx, Inc.COM1,429,377$7.88M0.6%+1,429,377NewHistory
BIIBBiogen Inc.COM51,765$7.25M0.6%+51,765NewHistory
CPRXCatalyst Pharmaceuticals, Inc.COM350,812$6.91M0.5%+350,812NewHistory
DVAXDynavax Technologies CorpCOM NEW693,527$6.89M0.5%−503,662−42.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW14,426$6.45M0.5%+14,426NewHistory
ETNB89bio, Inc.COM392,441$5.77M0.4%+156,451+66.3%AddedHistory
HQYHealthequity, Inc.COM52,388$4.96M0.4%−103,480−66.4%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS166,391$4.66M0.4%+67,053+67.5%AddedHistory
MRUSMerus N.V.COM48,054$4.52M0.3%−82,870−63.3%ReducedHistory
ALECAlector, Inc.COM1,488,725$4.41M0.3%−497,347−25.0%ReducedHistory
HUMHumana IncStock16,652$4.33M0.3%−26,968−61.8%ReducedHistory
RAPPRapport Therapeutics, Inc.COM143,565$4.26M0.3%+143,565NewHistory
TYRATyra Biosciences, Inc.COM272,706$3.82M0.3%+272,706NewHistory
MIRMMirum Pharmaceuticals, Inc.COM49,314$3.62M0.3%−182,861−78.8%ReducedHistory
ZBIOZenas BioPharma, Inc.COM158,742$3.52M0.3%−166,737−51.2%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM164,237$3.50M0.3%+164,237NewHistory
BVSBioventus Inc.COM CL A433,933$2.90M0.2%+433,933NewHistory
NKTRNektar TherapeuticsCOM NEW49,890$2.84M0.2%−65,110−56.6%ReducedHistory
AMRNAmarin Corp PLCSPONSORED ADR167,276$2.74M0.2%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM479,056$2.50M0.2%−54,353−10.2%ReducedHistory
GOSSGossamer Bio, Inc.COM925,233$2.43M0.2%−770,529−45.4%ReducedHistory
KURAKura Oncology, Inc.COM263,628$2.33M0.2%+263,628NewHistory
IFRXInflaRx N.V.COM1,730,635$2.32M0.2%+90,205+5.5%AddedHistory
IVVDInvivyd, Inc.COM2,047,265$2.25M0.2%+2,047,265NewHistory
AVRAnteris Technologies Global Corp.COM500,000$2.25M0.2%+500,000NewHistory
NVAXNovavax IncCOM NEW243,184$2.11M0.2%+243,184NewHistory
ARQTArcutis Biotherapeutics, Inc.COM111,466$2.10M0.2%+111,466NewHistory
STROSutro Biopharma, Inc.COM2,291,313$1.99M0.2%−9480.0%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK219,384$1.85M0.1%00.0%UnchangedHistory
MOHMolina Healthcare, Inc.COM9,470$1.81M0.1%−11,130−54.0%ReducedHistory
CTNMContineum Therapeutics, Inc.CL A134,619$1.58M0.1%+134,619NewHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS194,440$1.50M0.1%−17,029−8.1%ReducedHistory
PLRXPliant Therapeutics, Inc.COM824,594$1.22M0.1%+824,594NewHistory
KRROKorro Bio, Inc.COM20,856$998.8K0.1%+20,856NewHistory
SRZNSurrozen, Inc.COM NEW76,997$992.1K0.1%+76,997NewHistory
PNTGPennant Group, Inc.COM37,980$957.9K0.1%00.0%UnchangedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A290,673$834.2K0.1%−350,000−54.6%ReducedHistory
PVLAPalvella Therapeutics, Inc.COM11,343$711.1K0.1%+11,343NewHistory
EHTHeHealth, Inc.COM128,322$553.1K<0.1%00.0%UnchangedHistory
RVPRetractable Technologies IncCOM363,315$305.9K<0.1%+363,315NewHistory
REPLReplimune Group, Inc.COM59,992$251.4K<0.1%+59,992NewHistory
CBLLCeribell, Inc.COM17,094$196.4K<0.1%+17,094NewHistory
DYNDyne Therapeutics, Inc.COM10,000$126.5K<0.1%+10,000NewHistory

Options (3)

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 Q3 2025
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$138.1M–
UTHRUnited Therapeutics CorpCOM$6.79M–
ATYRaTYR PHARMA INCCOM NEW$474.7K–

Sold out since Q2 2025 (13)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
INSPInspire Medical Systems, Inc.COM164,473$21.3M2.2%History
IQVIQVIA Holdings Inc.Stock97,604$15.4M1.6%History
PTGXProtagonist Therapeutics, IncCOM277,316$15.3M1.5%History
GMEDGlobus Medical IncStock169,643$10.0M1.0%History
TMOThermo Fisher Scientific Inc.Stock13,685$5.55M0.6%History
GKOSGLAUKOS CorpCOM31,496$3.25M0.3%History
AUTLAutolus Therapeutics plcSPON ADS610,231$1.39M0.1%History
KPTIKaryopharm Therapeutics Inc.COM NEW257,154$1.11M0.1%History
ITOSiTeos Therapeutics, Inc.COM109,324$1.09M0.1%History
PBYIPuma Biotechnology, Inc.COM240,688$825.6K0.1%History
ARCTArcturus Therapeutics Holdings Inc.COM48,364$629.2K0.1%History
MODVModivCare IncCOM100,000$312.0K<0.1%History
ACIUAC Immune SASHS100,752$204.5K<0.1%History