Eversept Partners, LP
- SEC CIK
- 0001697013
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 103
- +20 vs. Q3 2025
- Portfolio value
- $1.78B
- +$477.8M (+36.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UTHRUnited Therapeutics Corp | COM | 252,592 | $123.1M | 6.9% | −628−0.2% | Reduced | History |
| GSKGSK plc | ADR | 2,679,721 | $131.4M | 7.4% | +559,275+26.4% | Added | History |
| VERAVera Therapeutics, Inc. | CL A | 3,072,304 | $155.6M | 8.7% | +264,468+9.4% | Added | History |
Options (4)
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 | $138.2M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $30.6M | – |
| iShares Tr464287432 | 20 YR TR BD ETF | $20.0M | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $12.1M | – |
Sold out since Q3 2025 (14)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ZIMVZimVie Inc. | Stock | 2,079,380 | $39.4M | 3.0% | History |
| RGENRepligen Corp | COM | 105,087 | $14.0M | 1.1% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 302,911 | $13.2M | 1.0% | – |
| NVONovo Nordisk A S | ADR | 217,708 | $12.1M | 0.9% | History |
| ETNB89bio, Inc. | COM | 392,441 | $5.77M | 0.4% | History |
| MRUSMerus N.V. | COM | 48,054 | $4.52M | 0.3% | History |
| MIRMMirum Pharmaceuticals, Inc. | COM | 49,314 | $3.62M | 0.3% | History |
| NKTRNektar Therapeutics | COM NEW | 49,890 | $2.84M | 0.2% | History |
| GOSSGossamer Bio, Inc. | COM | 925,233 | $2.43M | 0.2% | History |
| KURAKura Oncology, Inc. | COM | 263,628 | $2.33M | 0.2% | History |
| KRROKorro Bio, Inc. | COM | 20,856 | $998.8K | 0.1% | History |
| PVLAPalvella Therapeutics, Inc. | COM | 11,343 | $711.1K | 0.1% | History |
| REPLReplimune Group, Inc. | COM | 59,992 | $251.4K | <0.1% | History |
| DYNDyne Therapeutics, Inc. | COM | 10,000 | $126.5K | <0.1% | History |