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Eversept Partners, LP

CIK 1697013 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Eversept Partners, LP reported 115 US-listed holdings worth $1.83 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: United Therapeutics Corp. (8.5%), Abivax SA (6.6%) and Encompass Health Corp. (5.7%). Against the quarter before, it opened 32 positions, added to 37, trimmed 39 and sold out of 21.

Reported holdings$1.83B+20.9% on Q1 2026
Positions115+11 on Q1 2026
The largest ten46.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
UTHR8.5%ABVX6.6%EHC5.7%ENSG5.3%VERA5.2%CLDX3.6%SNDX3.3%BKD3.0%IONS2.9%NTRA2.6%TVTX2.5%CTRE2.4%HCA2.1%PCVX2.0%101 more44.4%

The 14 largest of its 115 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.30 billion in 65 positions$1.30BQ3 24Q4 2024: $969.1 million in 62 positions$969MQ4 24Q1 2025: $883.7 million in 55 positions$884MQ1 25Q2 2025: $992.2 million in 67 positions$992MQ2 25Q3 2025: $1.31 billion in 83 positions$1.31BQ3 25Q4 2025: $1.78 billion in 103 positions$1.78BQ4 25Q1 2026: $1.52 billion in 104 positions$1.52BQ1 26Q2 2026: $1.83 billion in 115 positions$1.83BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 32Added 37Held 7Trimmed 39Sold out 21
Opened: 32Added: 37Held: 7Trimmed: 39Sold out: 21

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 32

  1. CareTrust Reit, Inc. CTRE$43.3 million
  2. UnitedHealth Group Inc. UNH$21.3 million
  3. Cogent Biosciences Inc. COGT$19.0 million
  4. Insmed Inc. INSM$15.9 million
  5. AMN Healthcare Services Inc. AMN$13.9 million
  6. Celcuity Inc. CELC$13.4 million
  7. Humana Inc. HUM$12.4 million
  8. Corvus Pharmaceuticals Inc. CRVS$11.2 million

and 24 more in the table below

Added to 37

  1. Ensign Group, Inc. ENSG+587,318 shares · +3979%
  2. Encompass Health Corp. EHC+832,815 shares · +429%
  3. Tenet Healthcare Corp. THC+84,687 shares · +287%
  4. Travere Therapeutics Inc. TVTX+256,363 shares · +47%
  5. Viking Therapeutics Inc. VKTX+363,812 shares · +152%
  6. United Therapeutics Corp. UTHR+23,397 shares · +9%
  7. Molina Healthcare, Inc. MOH+47,783 shares · +146%
  8. Chemed Corp. CHE+21,466 shares · +69%

and 29 more in the table below

Trimmed 39

  1. GSK plc GSK-1.3 million shares · -73%
  2. Natera Inc Com NTRA-208,906 shares · -54%
  3. Welltower Inc. WELL-93,641 shares · -52%
  4. Liquidia Corp. LQDA-248,740 shares · -37%
  5. Vaxcyte Inc. PCVX-294,241 shares · -32%
  6. Agilon Health Inc. Com New AGL-138,796 shares · -79%
  7. Repligen Corp. RGEN-106,384 shares · -88%
  8. Biocryst Pharmaceuticals Inc. BCRX-1.2 million shares · -39%

and 31 more in the table below

Sold out of 21

  1. Healthpeak Properties, Inc. DOC$32.5 million last quarter
  2. Avantor, Inc. AVTR$23.3 million last quarter
  3. Qiagen NV Ord Shares QGEN$21.8 million last quarter
  4. ICON plc ICLR$7.6 million last quarter
  5. Agios Pharmaceuticals Inc. AGIO$6.8 million last quarter
  6. Madrigal Pharmaceuticals Inc. MDGL$5.2 million last quarter
  7. Esperion Therapeutics Inc. Ne ESPR$4.8 million last quarter
  8. Healthequity, Inc. HQY$4.3 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
United Therapeutics Corp. UTHR287,668$155.9 million8.50%+23,397
Abivax SA ABVX913,880$121.8 million6.64%-20,543
Encompass Health Corp. EHC1,026,919$103.8 million5.66%+832,815
Ensign Group, Inc. ENSG602,079$96.5 million5.26%+587,318
Vera Therapeutics Inc. VERA2,212,770$94.9 million5.18%+39,484
Celldex Therapeutics Inc. CLDX1,785,941$66.5 million3.62%-2,075
Syndax Pharmaceuticals Inc. SNDX2,798,210$61.2 million3.33%-87,412
Brookdale SR Living Inc. BKD3,396,470$54.6 million2.98%-172,085
Ionis Pharmaceuticals Inc. IONS664,684$52.7 million2.87%+32,584
Natera Inc Com NTRA175,807$47.7 million2.60%-208,906
Travere Therapeutics Inc. TVTX798,973$45.4 million2.47%+256,363
CareTrust Reit, Inc. CTRE1,072,015$43.3 million2.36%new
HCA Healthcare, Inc. HCA98,252$38.3 million2.09%+19,023
Vaxcyte Inc. PCVX629,952$36.6 million2.00%-294,241
Liquidia Corp. LQDA428,652$34.2 million1.86%-248,740
Community Health Sys Inc. New CYH7,864,575$26.3 million1.43%-812,706
GSK plc GSK481,833$25.3 million1.38%-1,303,342
Chemed Corp. CHE52,523$24.5 million1.33%+21,466
Eli Lilly & Co. LLY20,116$24.1 million1.32%+1,116
Geron Corp. GERN18,717,422$24.0 million1.31%-117,461
Viking Therapeutics Inc. VKTX602,922$23.5 million1.28%+363,812
Omega Healthcare Investors Inc. OHI483,547$23.1 million1.26%-102,133
Insulet Corp. PODD148,816$22.7 million1.24%+5,270
Tenet Healthcare Corp. THC114,199$21.4 million1.16%+84,687
UnitedHealth Group Inc. UNH51,145$21.3 million1.16%new
Welltower Inc. WELL87,312$19.8 million1.08%-93,641
Beta Bionics Inc BBNX1,249,441$19.6 million1.07%-165,397
Cogent Biosciences Inc. COGT490,235$19.0 million1.03%new
Biocryst Pharmaceuticals Inc. BCRX1,865,653$18.7 million1.02%-1,174,167
Molina Healthcare, Inc. MOH80,594$18.4 million1.00%+47,783
Pennant Group Inc. PNTG460,272$17.0 million0.93%+148,094
LTC Properties Inc. LTC420,640$16.2 million0.88%+99,594
Insmed Inc. INSM149,209$15.9 million0.87%new
Viridian Therapeutics Inc. VRDN831,142$15.3 million0.83%+117,873
Biomarin Pharmaceutical Inc. BMRN249,607$14.3 million0.78%+41,839
AMN Healthcare Services Inc. AMN428,531$13.9 million0.76%new
Celcuity Inc. CELC127,931$13.4 million0.73%new
Pharvaris N V PHVS386,383$13.4 million0.73%-20,577
Cytomx Therapeutics Inc. CTMX3,558,497$13.3 million0.73%+369,983
Humana Inc. HUM31,171$12.4 million0.67%new
Xenon Pharmaceuticals Inc. XENE196,532$11.9 million0.65%+66,958
Corvus Pharmaceuticals Inc. CRVS747,994$11.2 million0.61%new
Ascendis Pharma A/s ASND41,621$11.1 million0.61%new
Bruker Corp. BRKR182,894$11.0 million0.60%+65,881
Moderna, Inc. MRNA152,122$10.7 million0.58%-7,586
Structure Therapeutics Inc. GPCR196,302$10.5 million0.57%+58,266
Definium Therapeutics Inc. DFTX217,185$10.2 million0.56%+56,462
Compass Pathways PLC CMPS672,825$9.5 million0.52%-5,099
Newamsterdam Pharma Company NAMS275,471$9.3 million0.51%-10,293
Revvity, Inc. RVTY83,624$9.3 million0.51%-1,230
Palisade Bio Inc. PALI4,182,785$8.7 million0.48%-804,714
Ardelyx Inc. ARDX1,678,345$8.6 million0.47%-551,101
Mineralys Therapeutics Inc. MLYS309,689$8.4 million0.46%new
Relay Therapeutics Inc. RLAY434,314$8.1 million0.44%+163,609
Novo Nordisk A/S NVO169,227$8.1 million0.44%new
Biohaven Ltd BHVN515,804$7.7 million0.42%new
Protagonist Therapeutics, Inc. PTGX58,504$7.2 million0.39%new
Enliven Therapeutics Inc. ELVN136,631$6.9 million0.38%new
Replimune Group, Inc. REPL590,252$6.5 million0.36%+255,391
LB Pharmaceuticals Inc. LBRX183,663$6.0 million0.32%+83,465
Beam Therapeutics Inc. BEAM166,289$5.7 million0.31%new
National Health Investors Inc. NHI70,673$5.4 million0.29%new
Ultragenyx Pharmaceutical in RARE154,130$5.1 million0.28%+91,555
Pacs Group Inc. PACS117,441$5.0 million0.27%new
Equillium Inc. EQ1,520,824$4.9 million0.27%+21,831
Anaptysbio Inc. ANAB69,983$4.7 million0.26%+42,894
National Healthcare Corp. NHC22,116$4.7 million0.25%new
Eyepoint Pharmaceuticals Inc. EYPT297,735$4.3 million0.23%new
Sonida Senior Living Inc. SNDA102,624$4.2 million0.23%+74,187
Glaukos Corp. GKOS29,343$4.1 million0.22%-30,871
Agilon Health Inc. Com New AGL37,792$4.1 million0.22%-138,796
Arcutis Biotherapeutics Inc. ARQT135,355$3.5 million0.19%-441,225
Tarsus Pharmaceuticals Inc. TARS55,710$3.5 million0.19%new
Alto Neuroscience Inc. ANRO128,286$3.4 million0.18%+3,118
Ars Pharmaceuticals Inc. SPRY377,007$3.0 million0.16%+240,772
Inflarx NV IFRX1,304,069$2.9 million0.16%-454,504
Intuitive Surgical Inc. ISRG7,241$2.9 million0.16%-3,878
Alector Inc. ALEC1,423,873$2.9 million0.16%+72,767
Vor Biopharma Inc. VOR149,681$2.8 million0.15%new
Design Therapeutics Inc. DSGN190,000$2.7 million0.15%new
Karyopharm Therapeutics Inc. KPTI276,174$2.7 million0.15%no change
PMV Pharmaceuticals Inc. PMVP1,890,904$2.5 million0.14%-457,456
Contineum Therapeutics Inc. CTNM148,017$2.4 million0.13%+1,606
Evommune Inc. EVMN174,460$2.3 million0.13%+119,780
Amarin Corp. PLC ADR AMRN145,296$2.3 million0.13%-2,419
Spruce Biosciences Inc. SPRB40,000$2.2 million0.12%new
Repligen Corp. RGEN14,401$2.0 million0.11%-106,384
Invivyd Inc. IVVD2,237,015$2.0 million0.11%-39,334
Proqr Thrapeutics N V PRQR1,022,265$1.9 million0.10%new
Acasti Pharma Inc. GRCE772,900$1.8 million0.10%+16,300
Anteris Technologies Global AVR166,229$1.6 million0.09%-234,958
Vir Biotechnology, Inc. VIR156,636$1.6 million0.09%-93,364
Editas Medicine, Inc. EDIT458,809$1.5 million0.08%+167,890
Aadi Bioscience Inc. WHWK303,306$1.4 million0.08%-3,494
Bio-Techne Corp. TECH19,308$1.4 million0.07%-106,588
Revolution Medicines, Inc. RVMD6,943$1.3 million0.07%new
Savara Inc. SVRA204,428$1.3 million0.07%-179,836
Surrozen Inc. SRZN47,777$1.2 million0.07%-10,847
Inovio Pharmaceuticals Inc. INO1,035,360$1.1 million0.06%no change
Pliant Therapeutics Inc. PLRX891,425$1.0 million0.06%no change
Cybin Inc. HELP146,403$967,7240.05%new
Odyssey Therapeutics, Inc. ODTX49,658$929,1010.05%new
Engene Therapeut ENGN469,584$812,3800.04%new
Bicycle Therapeutics PLC BCYC190,715$808,6320.04%no change
Lipocine Inc. New LPCN294,989$755,1720.04%no change
Relmada Therapeutics Inc. RLMD93,192$644,8890.04%-184,707
Ehealth Inc. EHTH404,854$603,2320.03%+183,939
Atai Beckley NV ATAI102,430$539,8060.03%new
Akebia Therapeutics Inc. AKBA427,095$486,8880.03%new
SS Innovations International SSII110,157$457,1520.02%no change
Assembly Biosciences Inc. ASMB16,510$453,6950.02%-24,379
Retractable Technologies Inc. RVP580,919$418,2620.02%no change
Selectquote Inc. SLQT319,788$268,9740.01%-37,873
GH Research PLC GHRS8,672$233,1030.01%new
Avalo Therapeutics Inc. AVTX10,000$184,8000.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 21 it sold out of are in the box above.

Options it reported

CompanyOptionShares under the optionsValue of those shares
Invesco QQQ Trust QQQPuts98,600$72.6 million
Insmed Inc. INSMCalls96,600$10.3 million
SPDR Ser Trust XBIPuts31,000$4.9 million
Universal Health Services Inc. UHSPuts18,800$2.8 million
Qiagen NV Ord Shares QGENCalls68,100$2.7 million

5 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.