Eversept Partners, LP 13F holdings
Eversept Partners, LP reported 115 positions with a total reported value of $1.8B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: UTHR UNITED THERAPEUTICS CORP DEL (8.5%), ABVX ABIVAX SA (6.6%), EHC ENCOMPASS HEALTH CORP (5.7%), ENSG ENSIGN GROUP INC (5.3%), VERA VERA THERAPEUTICS INC (5.2%). Against 2026-03-31 it opened 31 new positions and exited 20. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 115 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| UTHR UNITED THERAPEUTICS CORP DEL | 287,668 | $155.9M | 8.5% |
| ABVX ABIVAX SA | 913,880 | $121.8M | 6.6% |
| EHC ENCOMPASS HEALTH CORP | 1,026,919 | $103.8M | 5.7% |
| ENSG ENSIGN GROUP INC | 602,079 | $96.5M | 5.3% |
| VERA VERA THERAPEUTICS INC | 2,212,770 | $94.9M | 5.2% |
| CLDX CELLDEX THERAPEUTICS INC NEW | 1,785,941 | $66.5M | 3.6% |
| SNDX SYNDAX PHARMACEUTICALS INC | 2,798,210 | $61.2M | 3.3% |
| BKD BROOKDALE SR LIVING INC | 3,396,470 | $54.6M | 3.0% |
| IONS IONIS PHARMACEUTICALS INC | 664,684 | $52.7M | 2.9% |
| NTRA NATERA INC | 175,807 | $47.7M | 2.6% |
| TVTX TRAVERE THERAPEUTICS INC | 798,973 | $45.4M | 2.5% |
| CTRE CARETRUST REIT INC | 1,072,015 | $43.3M | 2.4% |
| HCA HCA HEALTHCARE INC | 98,252 | $38.3M | 2.1% |
| PCVX VAXCYTE INC | 629,952 | $36.6M | 2.0% |
| LQDA LIQUIDIA CORPORATION | 428,652 | $34.2M | 1.9% |
| CYH COMMUNITY HEALTH SYS INC NEW | 7,864,575 | $26.3M | 1.4% |
| GSK GSK PLC | 481,833 | $25.3M | 1.4% |
| CHE CHEMED CORP NEW | 52,523 | $24.5M | 1.3% |
| LLY ELI LILLY & CO | 20,116 | $24.1M | 1.3% |
| GERN GERON CORP | 18,717,422 | $24.0M | 1.3% |
| VKTX VIKING THERAPEUTICS INC | 602,922 | $23.5M | 1.3% |
| OHI OMEGA HEALTHCARE INVS INC | 483,547 | $23.1M | 1.3% |
| PODD INSULET CORP | 148,816 | $22.7M | 1.2% |
| THC TENET HEALTHCARE CORP | 114,199 | $21.4M | 1.2% |
| UNH UNITEDHEALTH GROUP INC | 51,145 | $21.3M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 31 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CTRE CARETRUST REIT INC | 1,072,015 | $43.3M | 2.4% |
| UNH UNITEDHEALTH GROUP INC | 51,145 | $21.3M | 1.2% |
| COGT COGENT BIOSCIENCES INC | 490,235 | $19.0M | 1.0% |
| INSM INSMED INC | 149,209 | $15.9M | 0.9% |
| AMN AMN HEALTHCARE SVCS INC | 428,531 | $13.9M | 0.8% |
| CELC CELCUITY INC | 127,931 | $13.4M | 0.7% |
| HUM HUMANA INC | 31,171 | $12.4M | 0.7% |
| CRVS CORVUS PHARMACEUTICALS INC | 747,994 | $11.2M | 0.6% |
| ASND ASCENDIS PHARMA A/S | 41,621 | $11.1M | 0.6% |
| MLYS MINERALYS THERAPEUTICS INC | 309,689 | $8.4M | 0.5% |
| NVO NOVO-NORDISK A S | 169,227 | $8.1M | 0.4% |
| BHVN BIOHAVEN LTD | 515,804 | $7.7M | 0.4% |
| PTGX PROTAGONIST THERAPEUTICS INC | 58,504 | $7.2M | 0.4% |
| ELVN ENLIVEN THERAPEUTICS INC | 136,631 | $6.9M | 0.4% |
| BEAM BEAM THERAPEUTICS INC | 166,289 | $5.7M | 0.3% |
| NHI NATIONAL HEALTH INVS INC | 70,673 | $5.4M | 0.3% |
| PACS PACS GROUP INC | 117,441 | $5.0M | 0.3% |
| NHC NATIONAL HEALTHCARE CORP | 22,116 | $4.7M | 0.3% |
| EYPT EYEPOINT INC | 297,735 | $4.3M | 0.2% |
| TARS TARSUS PHARMACEUTICALS INC | 55,710 | $3.5M | 0.2% |
| VOR VOR BIOPHARMA INC | 149,681 | $2.8M | 0.2% |
| DSGN DESIGN THERAPEUTICS INC | 190,000 | $2.7M | 0.1% |
| SPRB SPRUCE BIOSCIENCES INC | 40,000 | $2.2M | 0.1% |
| PROQR THRAPEUTICS N V | 1,022,265 | $1.9M | 0.1% |
| RVMD REVOLUTION MEDICINES INC | 6,943 | $1.3M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 20 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| DOC HEALTHPEAK PROPERTIES INC | 1,981,070 | $32.5M | 2.1% |
| AVTR AVANTOR INC | 2,974,287 | $23.3M | 1.5% |
| QGEN QIAGEN NV | 545,330 | $21.8M | 1.4% |
| ICLR ICON PLC | 68,688 | $7.6M | 0.5% |
| AGIO AGIOS PHARMACEUTICALS INC | 200,000 | $6.8M | 0.4% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 10,000 | $5.2M | 0.3% |
| ESPERION THERAPEUTICS INC NE | 1,735,963 | $4.8M | 0.3% |
| HQY HEALTHEQUITY INC | 51,614 | $4.3M | 0.3% |
| DAY ONE BIOPHARMACEUTICALS I | 183,902 | $3.9M | 0.3% |
| CNC CENTENE CORP DEL | 111,652 | $3.7M | 0.2% |
| ENHABIT INC | 227,451 | $3.2M | 0.2% |
| STRO SUTRO BIOPHARMA INC | 73,161 | $1.8M | 0.1% |
| NVCR NOVOCURE LTD | 134,917 | $1.5M | <0.1% |
| BVS BIOVENTUS INC | 159,110 | $1.5M | <0.1% |
| IMCR IMMUNOCORE HLDGS PLC | 39,238 | $1.2M | <0.1% |
| TYRA TYRA BIOSCIENCES INC | 27,055 | $1.0M | <0.1% |
| PASG PASSAGE BIO INC | 131,581 | $1.0M | <0.1% |
| DHC DIVERSIFIED HEALTHCARE TR | 151,283 | $1.0M | <0.1% |
| INMD INMODE LTD | 67,744 | $926.7K | <0.1% |
| AIRS AIRSCULPT TECHNOLOGIES INC | 74,139 | $209.8K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ENSG ENSIGN GROUP INC | 14,761 | 602,079 | +3,978.8% | $96.5M |
| EHC ENCOMPASS HEALTH CORP | 194,104 | 1,026,919 | +429.1% | $103.8M |
| THC TENET HEALTHCARE CORP | 29,512 | 114,199 | +287.0% | $21.4M |
| TVTX TRAVERE THERAPEUTICS INC | 542,610 | 798,973 | +47.2% | $45.4M |
| VKTX VIKING THERAPEUTICS INC | 239,110 | 602,922 | +152.2% | $23.5M |
| UTHR UNITED THERAPEUTICS CORP DEL | 264,271 | 287,668 | +8.9% | $155.9M |
| MOH MOLINA HEALTHCARE INC | 32,811 | 80,594 | +145.6% | $18.4M |
| CHE CHEMED CORP NEW | 31,057 | 52,523 | +69.1% | $24.5M |
| HCA HCA HEALTHCARE INC | 79,229 | 98,252 | +24.0% | $38.3M |
| PNTG PENNANT GROUP INC | 312,178 | 460,272 | +47.4% | $17.0M |
| XENE XENON PHARMACEUTICALS INC | 129,574 | 196,532 | +51.7% | $11.9M |
| BRKR BRUKER CORP | 117,013 | 182,894 | +56.3% | $11.0M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GSK GSK PLC | 1,785,175 | 481,833 | -73.0% | $25.3M |
| NTRA NATERA INC | 384,713 | 175,807 | -54.3% | $47.7M |
| WELL WELLTOWER INC | 180,953 | 87,312 | -51.7% | $19.8M |
| LQDA LIQUIDIA CORPORATION | 677,392 | 428,652 | -36.7% | $34.2M |
| PCVX VAXCYTE INC | 924,193 | 629,952 | -31.8% | $36.6M |
| AGL AGILON HEALTH INC | 176,588 | 37,792 | -78.6% | $4.1M |
| RGEN REPLIGEN CORP | 120,785 | 14,401 | -88.1% | $2.0M |
| BCRX BIOCRYST PHARMACEUTICALS INC | 3,039,820 | 1,865,653 | -38.6% | $18.7M |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 576,580 | 135,355 | -76.5% | $3.5M |
| TECH BIO-TECHNE CORP | 125,896 | 19,308 | -84.7% | $1.4M |
| OHI OMEGA HEALTHCARE INVS INC | 585,680 | 483,547 | -17.4% | $23.1M |
| GKOS GLAUKOS CORP | 60,214 | 29,343 | -51.3% | $4.1M |
CIK 1697013 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
