13F HOLDINGS REPORT
Eversept Partners, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001697013-25-000008
Total Value
$1.09B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NATERA INC | NTRA | 796,375 | $134.5M | 12.37% |
| 2 | INVESCO QQQ TR | IVZ | 172,200 | $95.0M | 8.74% |
| 3 | GSK PLC | GLAXF | 2,242,388 | $86.1M | 7.92% |
| 4 | VERA THERAPEUTICS INC | VERA | 2,383,055 | $56.1M | 5.16% |
| 5 | REVVITY INC | RVTY | 510,330 | $49.4M | 4.54% |
| 6 | VAXCYTE INC | PCVX | 1,298,514 | $42.2M | 3.88% |
| 7 | HCA HEALTHCARE INC | HCA | 99,983 | $38.3M | 3.52% |
| 8 | SYNDAX PHARMACEUTICALS INC | SNDX | 4,065,355 | $38.1M | 3.50% |
| 9 | BRUKER CORP | BRKRP | 839,284 | $34.6M | 3.18% |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,902,539 | $26.6M | 2.45% |
| 11 | IONIS PHARMACEUTICALS INC | IONS | 588,900 | $23.3M | 2.14% |
| 12 | CENTENE CORP DEL | CNC | 398,726 | $21.6M | 1.99% |
| 13 | INSPIRE MED SYS INC | 457730109 | 164,473 | $21.3M | 1.96% |
| 14 | COMMUNITY HEALTH SYS INC NEW | 203668108 | 6,144,384 | $20.9M | 1.92% |
| 15 | AVANTOR INC | AVTR | 1,526,164 | $20.5M | 1.89% |
| 16 | BIO-TECHNE CORP | TECH | 394,139 | $20.3M | 1.87% |
| 17 | TRAVERE THERAPEUTICS INC | TVTX | 1,315,033 | $19.5M | 1.79% |
| 18 | ZIMVIE INC | 98888T107 | 2,079,380 | $19.4M | 1.79% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 60,736 | $18.9M | 1.74% |
| 20 | ILLUMINA INC | ILMN | 198,584 | $18.9M | 1.74% |
| 21 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,052,881 | $17.6M | 1.62% |
| 22 | CELLDEX THERAPEUTICS INC NEW | CLDX | 838,736 | $17.1M | 1.57% |
| 23 | UNITED THERAPEUTICS CORP DEL | UTHR | 59,366 | $17.1M | 1.57% |
| 24 | HEALTHEQUITY INC | HQY | 155,868 | $16.3M | 1.50% |
| 25 | IQVIA HLDGS INC | IQV | 97,604 | $15.4M | 1.41% |
| 26 | PROTAGONIST THERAPEUTICS INC | PTGX | 277,316 | $15.3M | 1.41% |
| 27 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 1,197,189 | $11.9M | 1.09% |
| 28 | MIRUM PHARMACEUTICALS INC | MIRM | 232,175 | $11.8M | 1.09% |
| 29 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,207,638 | $10.8M | 1.00% |
| 30 | EVOLUS INC | EOLS | 1,170,311 | $10.8M | 0.99% |
| 31 | HUMANA INC | HUM | 43,620 | $10.7M | 0.98% |
| 32 | GERON CORP | GERN | 7,320,174 | $10.3M | 0.95% |
| 33 | GLOBUS MED INC | GMED | 169,643 | $10.0M | 0.92% |
| 34 | ICON PLC | ICLR | 64,587 | $9.4M | 0.86% |
| 35 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 414,430 | $7.5M | 0.69% |
| 36 | ELEVANCE HEALTH INC | ELV | 18,962 | $7.4M | 0.68% |
| 37 | REGENERON PHARMACEUTICALS | REGN | 13,254 | $7.0M | 0.64% |
| 38 | MERUS N V | N5749R100 | 130,924 | $6.9M | 0.63% |
| 39 | MOLINA HEALTHCARE INC | MOH | 20,600 | $6.1M | 0.56% |
| 40 | THERMO FISHER SCIENTIFIC INC | TMO | 13,685 | $5.5M | 0.51% |
| 41 | EDGEWISE THERAPEUTICS INC | EWTX | 392,739 | $5.1M | 0.47% |
| 42 | DANAHER CORPORATION | 235851102 | 23,449 | $4.6M | 0.43% |
| 43 | LIQUIDIA CORPORATION | LQDA | 358,828 | $4.5M | 0.41% |
| 44 | GLAUKOS CORP | GKOS | 31,496 | $3.3M | 0.30% |
| 45 | ZENAS BIOPHARMA INC | ZBIO | 325,479 | $3.2M | 0.29% |
| 46 | NEKTAR THERAPEUTICS | NKTR | 115,000 | $3.0M | 0.27% |
| 47 | ALECTOR INC | ALEC | 1,986,072 | $2.8M | 0.26% |
| 48 | AMARIN CORP PLC | AMRN | 167,276 | $2.7M | 0.25% |
| 49 | MANNKIND CORP | MNKD | 697,710 | $2.6M | 0.24% |
| 50 | 89BIO INC | 282559103 | 235,990 | $2.3M | 0.21% |
| 51 | REPLIGEN CORP | RGEN | 18,620 | $2.3M | 0.21% |
| 52 | GOSSAMER BIO INC | GOSS | 1,695,762 | $2.1M | 0.19% |
| 53 | STRUCTURE THERAPEUTICS INC | GPCR | 99,338 | $2.1M | 0.19% |
| 54 | RELAY THERAPEUTICS INC | RLAY | 533,409 | $1.8M | 0.17% |
| 55 | SUTRO BIOPHARMA INC | STRO | 2,292,261 | $1.6M | 0.15% |
| 56 | MARAVAI LIFESCIENCES HLDGS I | MARA | 640,673 | $1.5M | 0.14% |
| 57 | BICYCLE THERAPEUTICS PLC | BCYC | 211,469 | $1.5M | 0.14% |
| 58 | AUTOLUS THERAPEUTICS PLC | AUTL | 610,231 | $1.4M | 0.13% |
| 59 | INFLARX NV | IFRX | 1,640,430 | $1.3M | 0.12% |
| 60 | PENNANT GROUP INC | PNTG | 37,980 | $1.1M | 0.10% |
| 61 | KARYOPHARM THERAPEUTICS INC | KPTI | 257,154 | $1.1M | 0.10% |
| 62 | ITEOS THERAPEUTICS INC | 46565G104 | 109,324 | $1.1M | 0.10% |
| 63 | FORTREA HLDGS INC | FTRE | 219,384 | $1.1M | 0.10% |
| 64 | PUMA BIOTECHNOLOGY INC | PBYI | 240,688 | $825,560 | 0.08% |
| 65 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 48,364 | $629,216 | 0.06% |
| 66 | EHEALTH INC | EHTH | 128,322 | $558,201 | 0.05% |
| 67 | MODIVCARE INC | 60783X104 | 100,000 | $312,000 | 0.03% |
| 68 | AC IMMUNE SA | ACIU | 100,752 | $204,527 | 0.02% |