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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
LQDALiquidia CorpCOM NEW428,652$34.2M1.9%−248,740−36.7%ReducedHistory
PCVXVaxcyte, Inc.COM629,952$36.6M2.0%−294,241−31.8%ReducedHistory
HCAHCA Healthcare, Inc.COM98,252$38.3M2.1%+19,023+24.0%AddedHistory
CTRECareTrust REIT, Inc.COM1,072,015$43.3M2.4%+1,072,015NewHistory
TVTXTravere Therapeutics, Inc.COM798,973$45.4M2.5%+256,363+47.2%AddedHistory
NTRANatera, Inc.COM175,807$47.7M2.6%−208,906−54.3%ReducedHistory
IONSIonis Pharmaceuticals IncCOM664,684$52.7M2.9%+32,584+5.2%AddedHistory
BKDBrookdale Senior Living Inc.COM3,396,470$54.6M3.0%−172,085−4.8%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM2,798,210$61.2M3.3%−87,412−3.0%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,785,941$66.5M3.6%−2,075−0.1%ReducedHistory
VERAVera Therapeutics, Inc.CL A2,212,770$94.9M5.2%+39,484+1.8%AddedHistory
ENSGEnsign Group, IncCOM602,079$96.5M5.3%+587,318+3,978.8%AddedHistory
EHCEncompass Health CorpCOM1,026,919$103.8M5.7%+832,815+429.1%AddedHistory
ABVXAbivax S.A.SPONSORED ADS913,880$121.8M6.6%−20,543−2.2%ReducedHistory
UTHRUnited Therapeutics CorpCOM287,668$155.9M8.5%+23,397+8.9%AddedHistory

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