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Livermore
Livermore
ZHEN

Eversept Partners, LP

SEC CIK
0001697013
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
115
+11 vs. Q1 2026
Portfolio value
$1.83B
+$316.9M (+20.9%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Eversept Partners, LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
UTHRUnited Therapeutics CorpCOM287,668$155.9M8.5%+23,397+8.9%AddedHistory
ABVXAbivax S.A.SPONSORED ADS913,880$121.8M6.6%−20,543−2.2%ReducedHistory
EHCEncompass Health CorpCOM1,026,919$103.8M5.7%+832,815+429.1%AddedHistory
ENSGEnsign Group, IncCOM602,079$96.5M5.3%+587,318+3,978.8%AddedHistory
VERAVera Therapeutics, Inc.CL A2,212,770$94.9M5.2%+39,484+1.8%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,785,941$66.5M3.6%−2,075−0.1%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM2,798,210$61.2M3.3%−87,412−3.0%ReducedHistory
BKDBrookdale Senior Living Inc.COM3,396,470$54.6M3.0%−172,085−4.8%ReducedHistory
IONSIonis Pharmaceuticals IncCOM664,684$52.7M2.9%+32,584+5.2%AddedHistory
NTRANatera, Inc.COM175,807$47.7M2.6%−208,906−54.3%ReducedHistory
TVTXTravere Therapeutics, Inc.COM798,973$45.4M2.5%+256,363+47.2%AddedHistory
CTRECareTrust REIT, Inc.COM1,072,015$43.3M2.4%+1,072,015NewHistory
HCAHCA Healthcare, Inc.COM98,252$38.3M2.1%+19,023+24.0%AddedHistory
PCVXVaxcyte, Inc.COM629,952$36.6M2.0%−294,241−31.8%ReducedHistory
LQDALiquidia CorpCOM NEW428,652$34.2M1.9%−248,740−36.7%ReducedHistory
CYHCommunity Health Systems IncCOM7,864,575$26.3M1.4%−812,706−9.4%ReducedHistory
GSKGSK plcADR481,833$25.3M1.4%−1,303,342−73.0%ReducedHistory
CHEChemed CorpCOM52,523$24.5M1.3%+21,466+69.1%AddedHistory
LLYEli Lilly & CoStock20,116$24.1M1.3%+1,116+5.9%AddedHistory
GERNGeron CorpCOM18,717,422$24.0M1.3%−117,461−0.6%ReducedHistory
VKTXViking Therapeutics, Inc.COM602,922$23.5M1.3%+363,812+152.2%AddedHistory
OHIOmega Healthcare Investors IncCOM483,547$23.1M1.3%−102,133−17.4%ReducedHistory
PODDInsulet CorpStock148,816$22.7M1.2%+5,270+3.7%AddedHistory
THCTenet Healthcare CorpCOM NEW114,199$21.4M1.2%+84,687+287.0%AddedHistory
UNHUnitedHealth Group IncStock51,145$21.3M1.2%+51,145NewHistory
WELLWelltower Inc.REIT87,312$19.8M1.1%−93,641−51.7%ReducedHistory
BBNXBeta Bionics, Inc.COM1,249,441$19.6M1.1%−165,397−11.7%ReducedHistory
COGTCogent Biosciences, Inc.COM490,235$19.0M1.0%+490,235NewHistory
BCRXBiocryst Pharmaceuticals IncCOM1,865,653$18.7M1.0%−1,174,167−38.6%ReducedHistory
MOHMolina Healthcare, Inc.COM80,594$18.4M1.0%+47,783+145.6%AddedHistory
PNTGPennant Group, Inc.COM460,272$17.0M0.9%+148,094+47.4%AddedHistory
LTCLTC Properties IncREIT420,640$16.2M0.9%+99,594+31.0%AddedHistory
INSMINSMED IncCOM PAR $.01149,209$15.9M0.9%+149,209NewHistory
VRDNViridian Therapeutics, Inc.COM831,142$15.3M0.8%+117,873+16.5%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM249,607$14.3M0.8%+41,839+20.1%AddedHistory
AMNAmn Healthcare Services IncCOM428,531$13.9M0.8%+428,531NewHistory
CELCCelcuity Inc.COM127,931$13.4M0.7%+127,931NewHistory
PHVSPharvaris N.V.COM386,383$13.4M0.7%−20,577−5.1%ReducedHistory
CTMXCytomX Therapeutics, Inc.COM3,558,497$13.3M0.7%+369,983+11.6%AddedHistory
HUMHumana IncStock31,171$12.4M0.7%+31,171NewHistory
XENEXenon Pharmaceuticals Inc.COM196,532$11.9M0.6%+66,958+51.7%AddedHistory
CRVSCorvus Pharmaceuticals, Inc.COM747,994$11.2M0.6%+747,994NewHistory
ASNDAscendis Pharma A/SORD SHS41,621$11.1M0.6%+41,621NewHistory
BRKRBruker CorpCOM182,894$11.0M0.6%+65,881+56.3%AddedHistory
MRNAModerna, Inc.Stock152,122$10.7M0.6%−7,586−4.7%ReducedHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS196,302$10.5M0.6%+58,266+42.2%AddedHistory
DFTXDefinium Therapeutics, Inc.COM SHS217,185$10.2M0.6%+56,462+35.1%AddedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS672,825$9.52M0.5%−5,099−0.8%ReducedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES275,471$9.34M0.5%−10,293−3.6%ReducedHistory
RVTYRevvity, Inc.COM83,624$9.30M0.5%−1,230−1.4%ReducedHistory
PALIPalisade Bio, Inc.COM4,182,785$8.74M0.5%−804,714−16.1%ReducedHistory
ARDXArdelyx, Inc.COM1,678,345$8.56M0.5%−551,101−24.7%ReducedHistory
MLYSMineralys Therapeutics, Inc.COM309,689$8.36M0.5%+309,689NewHistory
RLAYRelay Therapeutics, Inc.COM434,314$8.13M0.4%+163,609+60.4%AddedHistory
NVONovo Nordisk A SADR169,227$8.11M0.4%+169,227NewHistory
BHVNBiohaven Ltd.COM515,804$7.68M0.4%+515,804NewHistory
PTGXProtagonist Therapeutics, IncCOM58,504$7.17M0.4%+58,504NewHistory
ELVNEnliven Therapeutics, Inc.COM136,631$6.93M0.4%+136,631NewHistory
REPLReplimune Group, Inc.COM590,252$6.53M0.4%+255,391+76.3%AddedHistory
LBRXLB Pharmaceuticals IncCOM SHS183,663$5.96M0.3%+83,465+83.3%AddedHistory
BEAMBeam Therapeutics Inc.COM166,289$5.71M0.3%+166,289NewHistory
NHINational Health Investors IncCOM70,673$5.39M0.3%+70,673NewHistory
RAREUltragenyx Pharmaceutical Inc.COM154,130$5.15M0.3%+91,555+146.3%AddedHistory
PACSPACS Group, Inc.COM SHS117,441$5.01M0.3%+117,441NewHistory
EQEquillium, Inc.COM1,520,824$4.87M0.3%+21,831+1.5%AddedHistory
ANABAnaptysbio, IncCOM69,983$4.72M0.3%+42,894+158.3%AddedHistory
NHCNational Healthcare CorpCOM22,116$4.67M0.3%+22,116NewHistory
EYPTEyePoint, Inc.COM NEW297,735$4.26M0.2%+297,735NewHistory
SNDASonida Senior Living, Inc.COM102,624$4.19M0.2%+74,187+260.9%AddedHistory
GKOSGLAUKOS CorpCOM29,343$4.10M0.2%−30,871−51.3%ReducedHistory
AGLagilon health, inc.COM NEW37,792$4.05M0.2%−138,796−78.6%ReducedHistory
ARQTArcutis Biotherapeutics, Inc.COM135,355$3.55M0.2%−441,225−76.5%ReducedHistory
TARSTarsus Pharmaceuticals, Inc.COM55,710$3.51M0.2%+55,710NewHistory
ANROAlto Neuroscience, Inc.COM SHS128,286$3.39M0.2%+3,118+2.5%AddedHistory
SPRYARS Pharmaceuticals, Inc.COM377,007$3.02M0.2%+240,772+176.7%AddedHistory
IFRXInflaRx N.V.COM1,304,069$2.92M0.2%−454,504−25.8%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW7,241$2.88M0.2%−3,878−34.9%ReducedHistory
ALECAlector, Inc.COM1,423,873$2.86M0.2%+72,767+5.4%AddedHistory
VORVor Biopharma Inc.COM NEW149,681$2.76M0.2%+149,681NewHistory
DSGNDesign Therapeutics, Inc.COM190,000$2.75M0.1%+190,000NewHistory
KPTIKaryopharm Therapeutics Inc.COM NEW276,174$2.70M0.1%00.0%UnchangedHistory
PMVPPMV Pharmaceuticals, Inc.COM1,890,904$2.53M0.1%−457,456−19.5%ReducedHistory
CTNMContineum Therapeutics, Inc.CL A148,017$2.43M0.1%+1,606+1.1%AddedHistory
EVMNEvommune, Inc.COM SHS174,460$2.32M0.1%+119,780+219.1%AddedHistory
AMRNAmarin Corp PLCSPONSORED ADR145,296$2.32M0.1%−2,419−1.6%ReducedHistory
SPRBSpruce Biosciences, Inc.COM NEW40,000$2.16M0.1%+40,000NewHistory
RGENRepligen CorpCOM14,401$1.96M0.1%−106,384−88.1%ReducedHistory
IVVDInvivyd, Inc.COM2,237,015$1.95M0.1%−39,334−1.7%ReducedHistory
PRQRProQR Therapeutics N.V.SHS EURO1,022,265$1.90M0.1%+1,022,265NewHistory
GRCEGrace Therapeutics, Inc.CL A772,900$1.75M0.1%+16,300+2.2%AddedHistory
AVRAnteris Technologies Global Corp.COM166,229$1.64M0.1%−234,958−58.6%ReducedHistory
VIRVir Biotechnology, Inc.COM156,636$1.60M0.1%−93,364−37.3%ReducedHistory
EDITEditas Medicine, Inc.COM458,809$1.49M0.1%+167,890+57.7%AddedHistory
WHWKWhitehawk Therapeutics, Inc.COM303,306$1.39M0.1%−3,494−1.1%ReducedHistory
TECHBIO-TECHNE CorpCOM19,308$1.36M0.1%−106,588−84.7%ReducedHistory
RVMDRevolution Medicines, Inc.COM6,943$1.30M0.1%+6,943NewHistory
SVRASavara IncCOM204,428$1.26M0.1%−179,836−46.8%ReducedHistory
SRZNSurrozen, Inc.COM NEW47,777$1.24M0.1%−10,847−18.5%ReducedHistory
INOInovio Pharmaceuticals, Inc.COM SHS1,035,360$1.14M0.1%00.0%UnchangedHistory
PLRXPliant Therapeutics, Inc.COM891,425$1.02M0.1%00.0%UnchangedHistory

Options (5)

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 2026
SecurityClassPutsCalls
Invesco QQQ Trust Series I46090E103ETF$72.6M–
INSMINSMED IncCOM PAR $.01–$10.3M
State Street SPDR S&P Biotech ETF78464A870ETF$4.91M–
UHSUniversal Health Services IncCL B$2.80M–
QGENQiagen N.V.ORD SHARES–$2.66M

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Eversept Partners, LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
DOCHealthpeak Properties, Inc.COM1,981,070$32.5M2.1%History
AVTRAvantor, Inc.COM2,974,287$23.3M1.5%History
QGENQiagen N.V.ORD SHARES545,330$21.8M1.4%History
ICLRIcon PLCCOM68,688$7.60M0.5%History
AGIOAgios Pharmaceuticals, Inc.COM200,000$6.77M0.4%History
MDGLMadrigal Pharmaceuticals, Inc.COM10,000$5.23M0.3%History
ESPREsperion Therapeutics, Inc.COM1,735,963$4.76M0.3%History
HQYHealthequity, Inc.COM51,614$4.31M0.3%History
DAWNDay One Biopharmaceuticals, Inc.Stock183,902$3.94M0.3%History
CNCCentene CorpStock111,652$3.66M0.2%History
EHABEnhabit, Inc.COM227,451$3.20M0.2%History
STROSutro Biopharma, Inc.COM SHS73,161$1.82M0.1%History
NVCRNovoCure LtdORD SHS134,917$1.47M0.1%History
BVSBioventus Inc.COM CL A159,110$1.45M0.1%History
IMCRImmunocore Holdings plcADS39,238$1.18M0.1%History
TYRATyra Biosciences, Inc.COM27,055$1.04M0.1%History
PASGPassage BIO, Inc.COM131,581$1.03M0.1%History
DHCDiversified Healthcare TrustCOM SH BEN INT151,283$1.00M0.1%History
INMDInMode Ltd.SHS67,744$926.7K0.1%History
AIRSAirsculpt Technologies, Inc.COM74,139$209.8K<0.1%History