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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
104
+1 vs. Q4 2025
Portfolio value
$1.52B
−$266.0M (−14.9%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Eversept Partners, LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
UTHRUnited Therapeutics CorpCOM264,271$156.7M10.3%+11,679+4.6%AddedHistory
ABVXAbivax S.A.SPONSORED ADS934,423$104.0M6.9%+276,589+42.0%AddedHistory
GSKGSK plcADR1,785,175$98.5M6.5%−894,546−33.4%ReducedHistory
VERAVera Therapeutics, Inc.CL A2,173,286$87.4M5.8%−899,018−29.3%ReducedHistory
NTRANatera, Inc.COM384,713$76.9M5.1%+50,220+15.0%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM2,885,622$67.4M4.4%−428,786−12.9%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,788,016$56.7M3.7%+353,291+24.6%AddedHistory
PCVXVaxcyte, Inc.COM924,193$53.7M3.5%−273,529−22.8%ReducedHistory
BKDBrookdale Senior Living Inc.COM3,568,555$48.8M3.2%+3,193,626+851.8%AddedHistory
IONSIonis Pharmaceuticals IncCOM632,100$47.5M3.1%+93,882+17.4%AddedHistory
HCAHCA Healthcare, Inc.COM79,229$37.5M2.5%−16,645−17.4%ReducedHistory
WELLWelltower Inc.REIT180,953$35.8M2.4%+180,953NewHistory
DOCHealthpeak Properties, Inc.COM1,981,070$32.5M2.1%+1,981,070NewHistory
PODDInsulet CorpStock143,546$30.1M2.0%+68,838+92.1%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM3,039,820$28.9M1.9%+46,925+1.6%AddedHistory
GERNGeron CorpCOM18,834,883$28.1M1.8%+1,174,900+6.7%AddedHistory
OHIOmega Healthcare Investors IncCOM585,680$25.7M1.7%+585,680NewHistory
LQDALiquidia CorpCOM NEW677,392$25.6M1.7%+167,949+33.0%AddedHistory
CYHCommunity Health Systems IncCOM8,677,281$25.5M1.7%+733,479+9.2%AddedHistory
AVTRAvantor, Inc.COM2,974,287$23.3M1.5%−202,357−6.4%ReducedHistory
QGENQiagen N.V.ORD SHARES545,330$21.8M1.4%+545,330NewHistory
EHCEncompass Health CorpCOM194,104$18.8M1.2%+87,178+81.5%AddedHistory
LLYEli Lilly & CoStock19,000$17.5M1.2%+8,377+78.9%AddedHistory
TVTXTravere Therapeutics, Inc.COM542,610$16.1M1.1%−632,358−53.8%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM3,188,514$15.0M1.0%+681,424+27.2%AddedHistory
RGENRepligen CorpCOM120,785$14.2M0.9%+120,785NewHistory
BBNXBeta Bionics, Inc.COM1,414,838$14.2M0.9%+736,576+108.6%AddedHistory
VRDNViridian Therapeutics, Inc.COM713,269$14.0M0.9%−1,068,966−60.0%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM576,580$13.6M0.9%+141,946+32.7%AddedHistory
ARDXArdelyx, Inc.COM2,229,446$13.4M0.9%+514,317+30.0%AddedHistory
LTCLTC Properties IncREIT321,046$11.9M0.8%+321,046NewHistory
BMRNBiomarin Pharmaceutical IncCOM207,768$11.7M0.8%+114,020+121.6%AddedHistory
CHEChemed CorpCOM31,057$11.7M0.8%+31,057NewHistory
PHVSPharvaris N.V.COM406,960$11.5M0.8%−32,217−7.3%ReducedHistory
PNTGPennant Group, Inc.COM312,178$9.52M0.6%+18,218+6.2%AddedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES285,764$9.15M0.6%−135,063−32.1%ReducedHistory
PALIPalisade Bio, Inc.COM4,987,499$8.73M0.6%−404,049−7.5%ReducedHistory
MRNAModerna, Inc.Stock159,708$8.11M0.5%−108,115−40.4%ReducedHistory
VKTXViking Therapeutics, Inc.COM239,110$7.78M0.5%+239,110NewHistory
ICLRIcon PLCCOM68,688$7.60M0.5%−27,144−28.3%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM129,574$7.53M0.5%−101,806−44.0%ReducedHistory
RVTYRevvity, Inc.COM84,854$7.43M0.5%−77,923−47.9%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM200,000$6.77M0.4%+200,000NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS138,036$6.65M0.4%+10,475+8.2%AddedHistory
TECHBIO-TECHNE CorpCOM125,896$6.58M0.4%−251,509−66.6%ReducedHistory
GKOSGLAUKOS CorpCOM60,214$6.48M0.4%−87,257−59.2%ReducedHistory
THCTenet Healthcare CorpCOM NEW29,512$5.57M0.4%+29,512NewHistory
MDGLMadrigal Pharmaceuticals, Inc.COM10,000$5.23M0.3%+10,000NewHistory
ISRGIntuitive Surgical IncCOM NEW11,119$5.13M0.3%−6,943−38.4%ReducedHistory
ESPREsperion Therapeutics, Inc.COM1,735,963$4.76M0.3%−2,115,170−54.9%ReducedHistory
MOHMolina Healthcare, Inc.COM32,811$4.37M0.3%−12,659−27.8%ReducedHistory
HQYHealthequity, Inc.COM51,614$4.31M0.3%−134,125−72.2%ReducedHistory
BRKRBruker CorpCOM117,013$4.23M0.3%−666,776−85.1%ReducedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock183,902$3.94M0.3%+183,902NewHistory
CMPSCOMPASS Pathways plcSPONSORED ADS677,924$3.75M0.2%+677,924NewHistory
CNCCentene CorpStock111,652$3.66M0.2%−212,440−65.5%ReducedHistory
GRCEGrace Therapeutics, Inc.CL A756,600$3.50M0.2%+756,600NewHistory
ENGNenGene Therapeutics Inc.COM510,543$3.48M0.2%+54,708+12.0%AddedHistory
EHABEnhabit, Inc.COM227,451$3.20M0.2%+8,941+4.1%AddedHistory
DFTXDefinium Therapeutics, Inc.COM SHS160,723$3.04M0.2%+160,723NewHistory
EQEquillium, Inc.COM1,498,993$3.00M0.2%+1,498,993NewHistory
ENSGEnsign Group, IncCOM14,761$2.97M0.2%+14,761NewHistory
IVVDInvivyd, Inc.COM2,276,349$2.96M0.2%+136,219+6.4%AddedHistory
PMVPPMV Pharmaceuticals, Inc.COM2,348,360$2.91M0.2%+2,348,360NewHistory
ALECAlector, Inc.COM1,351,106$2.90M0.2%+344,943+34.3%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS125,168$2.81M0.2%+125,168NewHistory
RLAYRelay Therapeutics, Inc.COM270,705$2.69M0.2%−218,432−44.7%ReducedHistory
REPLReplimune Group, Inc.COM334,861$2.56M0.2%+334,861NewHistory
LBRXLB Pharmaceuticals IncCOM SHS100,198$2.47M0.2%+100,198NewHistory
LPCNLipocine Inc.COM NEW294,989$2.36M0.2%+294,989NewHistory
VIRVir Biotechnology, Inc.COM250,000$2.24M0.1%+250,000NewHistory
AVRAnteris Technologies Global Corp.COM401,187$2.23M0.1%−98,813−19.8%ReducedHistory
AMRNAmarin Corp PLCSPONSORED ADR147,715$2.14M0.1%−24,473−14.2%ReducedHistory
SVRASavara IncCOM384,264$2.10M0.1%+214,069+125.8%AddedHistory
RLMDRelmada Therapeutics, Inc.COM277,899$1.93M0.1%+277,899NewHistory
CTNMContineum Therapeutics, Inc.CL A146,411$1.91M0.1%+8,918+6.5%AddedHistory
STROSutro Biopharma, Inc.COM SHS73,161$1.82M0.1%−120,410−62.2%ReducedHistory
INOInovio Pharmaceuticals, Inc.COM SHS1,035,360$1.80M0.1%+1,035,360NewHistory
SRZNSurrozen, Inc.COM NEW58,624$1.71M0.1%−36,662−38.5%ReducedHistory
IFRXInflaRx N.V.COM1,758,573$1.57M0.1%+1,261+0.1%AddedHistory
KPTIKaryopharm Therapeutics Inc.COM NEW276,174$1.54M0.1%+276,174NewHistory
ANABAnaptysbio, IncCOM27,089$1.50M0.1%−93,838−77.6%ReducedHistory
NVCRNovoCure LtdORD SHS134,917$1.47M0.1%+13,939+11.5%AddedHistory
BVSBioventus Inc.COM CL A159,110$1.45M0.1%−312,147−66.2%ReducedHistory
AGLagilon health, inc.COM NEW176,588$1.40M0.1%+176,588NewHistory
RAREUltragenyx Pharmaceutical Inc.COM62,575$1.31M0.1%−254,607−80.3%ReducedHistory
EVMNEvommune, Inc.COM SHS54,680$1.26M0.1%+54,680NewHistory
IMCRImmunocore Holdings plcADS39,238$1.18M0.1%+39,238NewHistory
ASMBAssembly Biosciences, Inc.COM NEW40,889$1.13M0.1%−118,787−74.4%ReducedHistory
PLRXPliant Therapeutics, Inc.COM891,425$1.12M0.1%+49,402+5.9%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM136,235$1.09M0.1%−115,358−45.9%ReducedHistory
WHWKWhitehawk Therapeutics, Inc.COM306,800$1.06M0.1%+46,541+17.9%AddedHistory
TYRATyra Biosciences, Inc.COM27,055$1.04M0.1%−251,509−90.3%ReducedHistory
PASGPassage BIO, Inc.COM131,581$1.03M0.1%+5,351+4.2%AddedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT151,283$1.00M0.1%+151,283NewHistory
INMDInMode Ltd.SHS67,744$926.7K0.1%+5,806+9.4%AddedHistory
SNDASonida Senior Living, Inc.COM28,437$917.1K0.1%+28,437NewHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS190,715$884.9K0.1%+11,800+6.6%AddedHistory
EDITEditas Medicine, Inc.COM290,919$718.6K<0.1%00.0%UnchangedHistory
SSIISS Innovations International, Inc.COM NEW110,157$550.8K<0.1%+34,799+46.2%AddedHistory

Options (16)

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 2026
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$137.8M–
SPYSPDR S&P 500 ETF TrustETF$69.6M–
VRTXVertex Pharmaceuticals IncStock–$40.2M
iShares Tr46428743220 YR TR BD ETF$37.2M–
QGENQiagen N.V.ORD SHARES–$19.1M
INSMINSMED IncCOM PAR $.01–$15.4M
iShares Tr464288513IBOXX HI YD ETF$14.3M–
UNHUnitedHealth Group IncStock–$10.8M
iShares Russell 2000 ETF464287655ETF$9.92M–
State Street Technology Select Sector SPDR ETF81369Y803ETF$9.30M–
PRAXPraxis Precision Medicines, Inc.COM NEW$4.77M–
State Street SPDR S&P Biotech ETF78464A870ETF$3.83M–
UHSUniversal Health Services IncCL B$3.26M–
State Street Energy Select Sector SPDR ETF81369Y506ETF–$3.06M
REPLReplimune Group, Inc.COM–$397.8K
KPTIKaryopharm Therapeutics Inc.COM NEW–$132.6K

Sold out since Q4 2025 (31)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
DHRDanaher CorpStock186,262$42.6M2.4%History
EXASExact Sciences CorpCOM241,678$24.5M1.4%History
CDTXCidara Therapeutics, Inc.COM NEW98,721$21.8M1.2%History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS660,177$20.6M1.2%History
UNHUnitedHealth Group IncStock60,862$20.1M1.1%History
BIIBBiogen Inc.COM77,944$13.7M0.8%History
SEMSelect Medical Holdings CorpCOM906,100$13.5M0.8%History
CGONCG Oncology, Inc.COM308,466$12.8M0.7%History
BMYBristol Myers Squibb CoStock235,293$12.7M0.7%History
ELVElevance Health, Inc.Stock30,195$10.6M0.6%History
MNKDMannkind CorpCOM NEW1,852,563$10.5M0.6%History
ASNDAscendis Pharma A/SSPONSORED ADR48,241$10.3M0.6%History
ILMNIllumina, Inc.COM76,721$10.1M0.6%History
DVAXDynavax Technologies CorpCOM NEW605,976$9.32M0.5%History
EWTXEdgewise Therapeutics, Inc.COM337,340$8.37M0.5%History
CPRXCatalyst Pharmaceuticals, Inc.COM358,168$8.36M0.5%History
HUMHumana IncStock32,462$8.31M0.5%History
REGNRegeneron Pharmaceuticals, Inc.COM10,097$7.79M0.4%History
CVSCVS Health CorpStock63,696$5.05M0.3%History
ACADAcadia Pharmaceuticals IncCOM176,594$4.72M0.3%History
PTGXProtagonist Therapeutics, IncCOM52,961$4.63M0.3%History
ZBIOZenas BioPharma, Inc.COM121,016$4.39M0.2%History
NHCNational Healthcare CorpCOM28,577$3.92M0.2%History
FTREFortrea Holdings Inc.COMMON STOCK224,139$3.87M0.2%History
MRVIMaravai Lifesciences Holdings, Inc.COM CL A718,582$2.34M0.1%History
EOLSEvolus, Inc.COM344,104$2.29M0.1%History
RAPPRapport Therapeutics, Inc.COM59,233$1.80M0.1%History
BHVNBiohaven Ltd.COM145,431$1.64M0.1%History
QUREuniQure N.V.SHS62,820$1.50M0.1%History
NVAXNovavax IncCOM NEW181,220$1.22M0.1%History
CBLLCeribell, Inc.COM17,094$374.9K<0.1%History