13F HOLDINGS REPORT
Eversept Partners, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001697013-25-000005
Total Value
$984.7M
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 893,721 | $126.4M | 12.83% |
| 2 | GSK PLC | GLAXF | 2,623,246 | $101.6M | 10.32% |
| 3 | INVESCO QQQ TR | IVZ | 123,600 | $58.0M | 5.89% |
| 4 | HCA HEALTHCARE INC | HCA | 152,502 | $52.7M | 5.35% |
| 5 | SYNDAX PHARMACEUTICALS INC | SNDX | 4,212,270 | $51.7M | 5.26% |
| 6 | VERA THERAPEUTICS INC | VERA | 1,898,804 | $45.6M | 4.63% |
| 7 | SPDR S&P 500 ETF TR | SPY | 76,900 | $43.0M | 4.37% |
| 8 | REVVITY INC | RVTY | 299,087 | $31.6M | 3.21% |
| 9 | HEALTHEQUITY INC | HQY | 351,976 | $31.1M | 3.16% |
| 10 | INSPIRE MED SYS INC | 457730109 | 186,425 | $29.7M | 3.02% |
| 11 | PROTAGONIST THERAPEUTICS INC | PTGX | 547,116 | $26.5M | 2.69% |
| 12 | COMMUNITY HEALTH SYS INC NEW | 203668108 | 8,458,020 | $22.8M | 2.32% |
| 13 | ZIMVIE INC | 98888T107 | 2,079,380 | $22.5M | 2.28% |
| 14 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,410,765 | $21.7M | 2.20% |
| 15 | VAXCYTE INC | PCVX | 557,070 | $21.0M | 2.14% |
| 16 | BRUKER CORP | BRKRP | 499,207 | $20.8M | 2.12% |
| 17 | CENTENE CORP DEL | CNC | 340,339 | $20.7M | 2.10% |
| 18 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,377,674 | $18.6M | 1.89% |
| 19 | NEUROCRINE BIOSCIENCES INC | NBIX | 167,243 | $18.5M | 1.88% |
| 20 | UNITED THERAPEUTICS CORP DEL | UTHR | 57,489 | $17.7M | 1.80% |
| 21 | BIO-TECHNE CORP | TECH | 280,117 | $16.4M | 1.67% |
| 22 | BIOCRYST PHARMACEUTICALS INC | BCRX | 2,172,436 | $16.3M | 1.65% |
| 23 | GLAUKOS CORP | GKOS | 158,957 | $15.6M | 1.59% |
| 24 | IONIS PHARMACEUTICALS INC | IONS | 517,021 | $15.6M | 1.58% |
| 25 | TRAVERE THERAPEUTICS INC | TVTX | 816,254 | $14.6M | 1.49% |
| 26 | GLOBUS MED INC | GMED | 192,893 | $14.1M | 1.43% |
| 27 | CELLDEX THERAPEUTICS INC NEW | CLDX | 696,499 | $12.6M | 1.28% |
| 28 | INVESCO QQQ TR | IVZ | 24,003 | $11.3M | 1.14% |
| 29 | ALIGN TECHNOLOGY INC | ALGN | 49,277 | $7.8M | 0.80% |
| 30 | TELEFLEX INCORPORATED | TFX | 56,630 | $7.8M | 0.79% |
| 31 | MOLINA HEALTHCARE INC | MOH | 23,735 | $7.8M | 0.79% |
| 32 | HUMANA INC | HUM | 27,970 | $7.4M | 0.75% |
| 33 | ELEVANCE HEALTH INC | ELV | 15,698 | $6.8M | 0.69% |
| 34 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 280,951 | $5.8M | 0.58% |
| 35 | GOSSAMER BIO INC | GOSS | 3,896,841 | $4.3M | 0.44% |
| 36 | ZENAS BIOPHARMA INC | ZBIO | 445,588 | $3.5M | 0.36% |
| 37 | MANNKIND CORP | MNKD | 697,710 | $3.5M | 0.36% |
| 38 | MERUS N V | N5749R100 | 70,329 | $3.0M | 0.30% |
| 39 | REPLIGEN CORP | RGEN | 18,452 | $2.3M | 0.24% |
| 40 | NOVAVAX INC | NVAX | 365,523 | $2.3M | 0.24% |
| 41 | LIQUIDIA CORPORATION | LQDA | 150,480 | $2.2M | 0.23% |
| 42 | FORTREA HLDGS INC | FTRE | 293,275 | $2.2M | 0.22% |
| 43 | 89BIO INC | 282559103 | 303,731 | $2.2M | 0.22% |
| 44 | MARAVAI LIFESCIENCES HLDGS I | MARA | 942,454 | $2.1M | 0.21% |
| 45 | AVANTOR INC | AVTR | 122,823 | $2.0M | 0.20% |
| 46 | ICON PLC | ICLR | 10,840 | $1.9M | 0.19% |
| 47 | INFLARX NV | IFRX | 1,675,978 | $1.7M | 0.17% |
| 48 | AMARIN CORP PLC | AMRN | 3,399,204 | $1.5M | 0.15% |
| 49 | SUTRO BIOPHARMA INC | STRO | 2,292,261 | $1.5M | 0.15% |
| 50 | ITEOS THERAPEUTICS INC | 46565G104 | 220,196 | $1.3M | 0.13% |
| 51 | KARYOPHARM THERAPEUTICS INC | KPTI | 257,154 | $961,756 | 0.10% |
| 52 | XOMA ROYALTY CORPORATION | XOMAP | 45,017 | $897,189 | 0.09% |
| 53 | PUMA BIOTECHNOLOGY INC | PBYI | 275,788 | $816,332 | 0.08% |
| 54 | ALECTOR INC | ALEC | 617,418 | $759,424 | 0.08% |
| 55 | EHEALTH INC | EHTH | 89,220 | $595,990 | 0.06% |
| 56 | AUTOLUS THERAPEUTICS PLC | AUTL | 343,947 | $533,118 | 0.05% |
| 57 | AC IMMUNE SA | ACIU | 100,752 | $188,406 | 0.02% |