Eversept Partners, LP
NEW YORK, NY
$1.8bn in 115 US stocks at the end of 30 June 2026. The top 10 are 46.6% of the money. It changed about 30.8% of the portfolio this quarter.
Value
$1.8bn
Stocks
115
Top 10 share
46.6%
Turnover
30.8%
What changed this quarter
New
Bought for the first time this quarter.
- CareTrust REITCTRE2.4% of the fund
- UnitedHealth GroupUNH1.2% of the fund
- Cogent BiosciencesCOGT1.0% of the fund
- InsmedINSM0.9% of the fund
- AMN Healthcare ServicesAMN0.8% of the fund
- CelcuityCELC0.7% of the fund
- HumanaHUM0.7% of the fund
- Corvus PharmaceuticalsCRVS0.6% of the fund
- Ascendis Pharma A/SASND0.6% of the fund
- Mineralys TherapeuticsMLYS0.5% of the fund
- Novo Nordisk A SNVO0.4% of the fund
- BiohavenBHVN0.4% of the fund
- Protagonist TherapeuticsPTGX0.4% of the fund
- Enliven TherapeuticsELVN0.4% of the fund
- Beam TherapeuticsBEAM0.3% of the fund
- National Health InvestorsNHI0.3% of the fund
- PACS GroupPACS0.3% of the fund
- National HealthcareNHC0.3% of the fund
- EyePointEYPT0.2% of the fund
- Tarsus PharmaceuticalsTARS0.2% of the fund
- Vor BiopharmaVOR0.2% of the fund
- Design TherapeuticsDSGN0.1% of the fund
- Spruce BiosciencesSPRB0.1% of the fund
- ProQR TherapeuticsPRQR0.1% of the fund
- Revolution MedicinesRVMD<0.1% of the fund
Added
Bought more of a stock they already held.
- United TherapeuticsUTHR8.5% of the fund+9%
- Encompass HealthEHC5.7% of the fund+429%
- Ensign GroupENSG5.3% of the fund+3979%
- Ionis PharmaceuticalsIONS2.9% of the fund+5%
- Travere TherapeuticsTVTX2.5% of the fund+47%
- HCA HealthcareHCA2.1% of the fund+24%
- ChemedCHE1.3% of the fund+69%
- Eli LillyLLY1.3% of the fund+6%
- Viking TherapeuticsVKTX1.3% of the fund+152%
- InsuletPODD1.2% of the fund+4%
- Tenet HealthcareTHC1.2% of the fund+287%
- Molina HealthcareMOH1.0% of the fund+146%
- Pennant GroupPNTG0.9% of the fund+47%
- LTC PropertiesLTC0.9% of the fund+31%
- Viridian TherapeuticsVRDN0.8% of the fund+17%
- Biomarin PharmaceuticalBMRN0.8% of the fund+20%
- CytomX TherapeuticsCTMX0.7% of the fund+12%
- Xenon PharmaceuticalsXENE0.6% of the fund+52%
- BrukerBRKR0.6% of the fund+56%
- Structure TherapeuticsGPCR0.6% of the fund+42%
- Definium TherapeuticsDFTX0.6% of the fund+35%
- Relay TherapeuticsRLAY0.4% of the fund+60%
- Replimune GroupREPL0.4% of the fund+76%
- LB PharmaceuticalsLBRX0.3% of the fund+83%
- Ultragenyx PharmaceuticalRARE0.3% of the fund+146%
Cut
Sold some of their stake.
- Abivax SAABVX6.6% of the fund-2%
- Syndax PharmaceuticalsSNDX3.3% of the fund-3%
- Brookdale Senior LivingBKD3.0% of the fund-5%
- NateraNTRA2.6% of the fund-54%
- VaxcytePCVX2.0% of the fund-32%
- LiquidiaLQDA1.9% of the fund-37%
- Community Health SystemsCYH1.4% of the fund-9%
- GSKGSK1.4% of the fund-73%
- Omega Healthcare InvestorsOHI1.3% of the fund-17%
- WelltowerWELL1.1% of the fund-52%
- Beta BionicsBBNX1.1% of the fund-12%
- Biocryst PharmaceuticalsBCRX1.0% of the fund-39%
- PharvarisPHVS0.7% of the fund-5%
- ModernaMRNA0.6% of the fund-5%
- NewAmsterdam PharmaNAMS0.5% of the fund-4%
- Palisade BIOPALI0.5% of the fund-16%
- ArdelyxARDX0.5% of the fund-25%
- GlaukosGKOS0.2% of the fund-51%
- agilon healthAGL0.2% of the fund-79%
- Arcutis BiotherapeuticsARQT0.2% of the fund-77%
- InflaRxIFRX0.2% of the fund-26%
- Intuitive SurgicalISRG0.2% of the fund-35%
- PMV PharmaceuticalsPMVP0.1% of the fund-19%
- RepligenRGEN0.1% of the fund-88%
- Anteris Technologies GlobalAVR<0.1% of the fund-59%
Sold out
Sold their entire stake.
- Healthpeak PropertiesDOC-100%
- AvantorAVTR-100%
- QiagenQGEN-100%
- IconICLR-100%
- Agios PharmaceuticalsAGIO-100%
- Madrigal PharmaceuticalsMDGL-100%
- Esperion Therapeutics INC NE-100%
- HealthequityHQY-100%
- DAY One Biopharmaceuticals I-100%
- CenteneCNC-100%
- Engene Holdings-100%
- Enhabit-100%
- Sutro BiopharmaSTRO-100%
- NovoCureNVCR-100%
- BioventusBVS-100%
- Immunocore HldgsIMCR-100%
- Tyra BiosciencesTYRA-100%
- Passage BIOPASG-100%
- Diversified Healthcare TrustDHC-100%
- InModeINMD-100%
- Airsculpt TechnologiesAIRS-100%
Holdings
- Abivax SAABVX
- Share
- 6.6%
- Value
- $122m
- Shares
- 913,880
-2%
- GSKGSK
- Share
- 1.4%
- Value
- $25m
- Shares
- 481,833
-73%
- Structure TherapeuticsGPCR
- Share
- 0.6%
- Value
- $11m
- Shares
- 196,302
+42%
- AmarinAMRN
- Share
- 0.1%
- Value
- $2m
- Shares
- 145,296
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| United TherapeuticsUTHR | 8.5% | $156m | 287,668 | +9% |
| Abivax SAABVX | 6.6% | $122m | 913,880 | -2% |
| Encompass HealthEHC | 5.7% | $104m | 1,026,919 | +429% |
| Ensign GroupENSG | 5.3% | $97m | 602,079 | +3979% |
| Vera TherapeuticsVERA | 5.2% | $95m | 2,212,770 | Held |
| Celldex TherapeuticsCLDX | 3.6% | $66m | 1,785,941 | Held |
| Syndax PharmaceuticalsSNDX | 3.3% | $61m | 2,798,210 | -3% |
| Brookdale Senior LivingBKD | 3.0% | $55m | 3,396,470 | -5% |
| Ionis PharmaceuticalsIONS | 2.9% | $53m | 664,684 | +5% |
| NateraNTRA | 2.6% | $48m | 175,807 | -54% |
| Travere TherapeuticsTVTX | 2.5% | $45m | 798,973 | +47% |
| CareTrust REITCTRE | 2.4% | $43m | 1,072,015 | New |
| HCA HealthcareHCA | 2.1% | $38m | 98,252 | +24% |
| VaxcytePCVX | 2.0% | $37m | 629,952 | -32% |
| LiquidiaLQDA | 1.9% | $34m | 428,652 | -37% |
| Community Health SystemsCYH | 1.4% | $26m | 7,864,575 | -9% |
| GSKGSK | 1.4% | $25m | 481,833 | -73% |
| ChemedCHE | 1.3% | $24m | 52,523 | +69% |
| Eli LillyLLY | 1.3% | $24m | 20,116 | +6% |
| GeronGERN | 1.3% | $24m | 18,717,422 | Held |
| Viking TherapeuticsVKTX | 1.3% | $24m | 602,922 | +152% |
| Omega Healthcare InvestorsOHI | 1.3% | $23m | 483,547 | -17% |
| InsuletPODD | 1.2% | $23m | 148,816 | +4% |
| Tenet HealthcareTHC | 1.2% | $21m | 114,199 | +287% |
| UnitedHealth GroupUNH | 1.2% | $21m | 51,145 | New |
| WelltowerWELL | 1.1% | $20m | 87,312 | -52% |
| Beta BionicsBBNX | 1.1% | $20m | 1,249,441 | -12% |
| Cogent BiosciencesCOGT | 1.0% | $19m | 490,235 | New |
| Biocryst PharmaceuticalsBCRX | 1.0% | $19m | 1,865,653 | -39% |
| Molina HealthcareMOH | 1.0% | $18m | 80,594 | +146% |
| Pennant GroupPNTG | 0.9% | $17m | 460,272 | +47% |
| LTC PropertiesLTC | 0.9% | $16m | 420,640 | +31% |
| InsmedINSM | 0.9% | $16m | 149,209 | New |
| Viridian TherapeuticsVRDN | 0.8% | $15m | 831,142 | +17% |
| Biomarin PharmaceuticalBMRN | 0.8% | $14m | 249,607 | +20% |
| AMN Healthcare ServicesAMN | 0.8% | $14m | 428,531 | New |
| CelcuityCELC | 0.7% | $13m | 127,931 | New |
| PharvarisPHVS | 0.7% | $13m | 386,383 | -5% |
| CytomX TherapeuticsCTMX | 0.7% | $13m | 3,558,497 | +12% |
| HumanaHUM | 0.7% | $12m | 31,171 | New |
| Xenon PharmaceuticalsXENE | 0.6% | $12m | 196,532 | +52% |
| Corvus PharmaceuticalsCRVS | 0.6% | $11m | 747,994 | New |
| Ascendis Pharma A/SASND | 0.6% | $11m | 41,621 | New |
| BrukerBRKR | 0.6% | $11m | 182,894 | +56% |
| ModernaMRNA | 0.6% | $11m | 152,122 | -5% |
| Structure TherapeuticsGPCR | 0.6% | $11m | 196,302 | +42% |
| Definium TherapeuticsDFTX | 0.6% | $10m | 217,185 | +35% |
| COMPASS PathwaysCMPS | 0.5% | $10m | 672,825 | Held |
| NewAmsterdam PharmaNAMS | 0.5% | $9m | 275,471 | -4% |
| RevvityRVTY | 0.5% | $9m | 83,624 | Held |
| Palisade BIOPALI | 0.5% | $9m | 4,182,785 | -16% |
| ArdelyxARDX | 0.5% | $9m | 1,678,345 | -25% |
| Mineralys TherapeuticsMLYS | 0.5% | $8m | 309,689 | New |
| Relay TherapeuticsRLAY | 0.4% | $8m | 434,314 | +60% |
| Novo Nordisk A SNVO | 0.4% | $8m | 169,227 | New |
| BiohavenBHVN | 0.4% | $8m | 515,804 | New |
| Protagonist TherapeuticsPTGX | 0.4% | $7m | 58,504 | New |
| Enliven TherapeuticsELVN | 0.4% | $7m | 136,631 | New |
| Replimune GroupREPL | 0.4% | $7m | 590,252 | +76% |
| LB PharmaceuticalsLBRX | 0.3% | $6m | 183,663 | +83% |
| Beam TherapeuticsBEAM | 0.3% | $6m | 166,289 | New |
| National Health InvestorsNHI | 0.3% | $5m | 70,673 | New |
| Ultragenyx PharmaceuticalRARE | 0.3% | $5m | 154,130 | +146% |
| PACS GroupPACS | 0.3% | $5m | 117,441 | New |
| EquilliumEQ | 0.3% | $5m | 1,520,824 | Held |
| AnaptysbioANAB | 0.3% | $5m | 69,983 | +158% |
| National HealthcareNHC | 0.3% | $5m | 22,116 | New |
| EyePointEYPT | 0.2% | $4m | 297,735 | New |
| Sonida Senior LivingSNDA | 0.2% | $4m | 102,624 | +261% |
| GlaukosGKOS | 0.2% | $4m | 29,343 | -51% |
| agilon healthAGL | 0.2% | $4m | 37,792 | -79% |
| Arcutis BiotherapeuticsARQT | 0.2% | $4m | 135,355 | -77% |
| Tarsus PharmaceuticalsTARS | 0.2% | $4m | 55,710 | New |
| Alto NeuroscienceANRO | 0.2% | $3m | 128,286 | +2% |
| ARS PharmaceuticalsSPRY | 0.2% | $3m | 377,007 | +177% |
| InflaRxIFRX | 0.2% | $3m | 1,304,069 | -26% |
| Intuitive SurgicalISRG | 0.2% | $3m | 7,241 | -35% |
| AlectorALEC | 0.2% | $3m | 1,423,873 | +5% |
| Vor BiopharmaVOR | 0.2% | $3m | 149,681 | New |
| Design TherapeuticsDSGN | 0.1% | $3m | 190,000 | New |
| Karyopharm TherapeuticsKPTI | 0.1% | $3m | 276,174 | Held |
| PMV PharmaceuticalsPMVP | 0.1% | $3m | 1,890,904 | -19% |
| Contineum TherapeuticsCTNM | 0.1% | $2m | 148,017 | Held |
| EvommuneEVMN | 0.1% | $2m | 174,460 | +219% |
| AmarinAMRN | 0.1% | $2m | 145,296 | Held |
| Spruce BiosciencesSPRB | 0.1% | $2m | 40,000 | New |
| RepligenRGEN | 0.1% | $2m | 14,401 | -88% |
| InvivydIVVD | 0.1% | $2m | 2,237,015 | Held |
| ProQR TherapeuticsPRQR | 0.1% | $2m | 1,022,265 | New |
| Grace TherapeuticsGRCE | <0.1% | $2m | 772,900 | +2% |
| Anteris Technologies GlobalAVR | <0.1% | $2m | 166,229 | -59% |
| Vir BiotechnologyVIR | <0.1% | $2m | 156,636 | -37% |
| Editas MedicineEDIT | <0.1% | $1m | 458,809 | +58% |
| Whitehawk TherapeuticsWHWK | <0.1% | $1m | 303,306 | Held |
| Bio-TechneTECH | <0.1% | $1m | 19,308 | -85% |
| Revolution MedicinesRVMD | <0.1% | $1m | 6,943 | New |
| SavaraSVRA | <0.1% | $1m | 204,428 | -47% |
| SurrozenSRZN | <0.1% | $1m | 47,777 | -19% |
| Inovio PharmaceuticalsINO | <0.1% | $1m | 1,035,360 | Held |
| Pliant TherapeuticsPLRX | <0.1% | $1m | 891,425 | Held |
Showing the largest 100 of 115.
Options (5)
- Invesco QQQ TRQQQ
- Type
- Put
- Value
- $73m
- Contracts
- 98,600
- InsmedINSM
- Type
- Call
- Value
- $10m
- Contracts
- 96,600
- Spdr Series TrustXBI
- Type
- Put
- Value
- $5m
- Contracts
- 31,000
- Universal Health ServicesUHS
- Type
- Put
- Value
- $3m
- Contracts
- 18,800
- QiagenQGEN
- Type
- Call
- Value
- $3m
- Contracts
- 68,100
| Company | Type | Value | Contracts |
|---|---|---|---|
| Invesco QQQ TRQQQ | Put | $73m | 98,600 |
| InsmedINSM | Call | $10m | 96,600 |
| Spdr Series TrustXBI | Put | $5m | 31,000 |
| Universal Health ServicesUHS | Put | $3m | 18,800 |
| QiagenQGEN | Call | $3m | 68,100 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 84.9% since 30 June 2025.
Where the money is
Health care84.6%
Real estate5.9%
Technology0.8%
Financial services0.0%
Other8.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.