13F HOLDINGS REPORT
Eversept Partners, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001697013-25-000010
Total Value
$1.45B
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 230,000 | $138.1M | 9.52% |
| 2 | UNITED THERAPEUTICS CORP DEL | UTHR | 253,220 | $106.2M | 7.32% |
| 3 | GSK PLC | GLAXF | 2,120,446 | $91.5M | 6.31% |
| 4 | NATERA INC | NTRA | 519,644 | $83.6M | 5.76% |
| 5 | VERA THERAPEUTICS INC | VERA | 2,807,836 | $81.6M | 5.62% |
| 6 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,467,314 | $53.3M | 3.68% |
| 7 | VAXCYTE INC | PCVX | 1,421,983 | $51.2M | 3.53% |
| 8 | UNIQURE NV | QURE | 877,373 | $51.2M | 3.53% |
| 9 | HCA HEALTHCARE INC | HCA | 111,700 | $47.6M | 3.28% |
| 10 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,924,306 | $41.5M | 2.86% |
| 11 | ZIMVIE INC | 98888T107 | 2,079,380 | $39.4M | 2.71% |
| 12 | ABIVAX SA | AAVXF | 426,499 | $36.2M | 2.50% |
| 13 | IONIS PHARMACEUTICALS INC | IONS | 538,661 | $35.2M | 2.43% |
| 14 | REVVITY INC | RVTY | 394,311 | $34.6M | 2.38% |
| 15 | TRAVERE THERAPEUTICS INC | TVTX | 1,417,204 | $33.9M | 2.33% |
| 16 | BIO-TECHNE CORP | TECH | 591,540 | $32.9M | 2.27% |
| 17 | CELLDEX THERAPEUTICS INC NEW | CLDX | 1,153,920 | $29.9M | 2.06% |
| 18 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,363,653 | $27.5M | 1.90% |
| 19 | BRUKER CORP | BRKRP | 687,129 | $22.3M | 1.54% |
| 20 | COMMUNITY HEALTH SYS INC NEW | 203668108 | 6,950,051 | $22.3M | 1.54% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 62,820 | $21.7M | 1.49% |
| 22 | DANAHER CORPORATION | 235851102 | 99,273 | $19.7M | 1.36% |
| 23 | GERON CORP | GERN | 12,599,002 | $17.3M | 1.19% |
| 24 | ELEVANCE HEALTH INC FORMERLY | ELV | 44,980 | $14.5M | 1.00% |
| 25 | INSULET CORP | PODD | 45,604 | $14.1M | 0.97% |
| 26 | REPLIGEN CORP | RGEN | 105,087 | $14.0M | 0.97% |
| 27 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 488,592 | $13.9M | 0.96% |
| 28 | AVIDITY BIOSCIENCES INC | 05370A108 | 302,911 | $13.2M | 0.91% |
| 29 | NOVO-NORDISK A S | NONOF | 217,708 | $12.1M | 0.83% |
| 30 | ILLUMINA INC | ILMN | 123,674 | $11.7M | 0.81% |
| 31 | AVANTOR INC | AVTR | 924,442 | $11.5M | 0.80% |
| 32 | LIQUIDIA CORPORATION | LQDA | 486,021 | $11.1M | 0.76% |
| 33 | MANNKIND CORP | MNKD | 2,042,727 | $11.0M | 0.76% |
| 34 | BIOCRYST PHARMACEUTICALS INC | BCRX | 1,373,625 | $10.4M | 0.72% |
| 35 | ARS PHARMACEUTICALS INC | SPRY | 976,511 | $9.8M | 0.68% |
| 36 | ICON PLC | ICLR | 55,025 | $9.6M | 0.66% |
| 37 | REGENERON PHARMACEUTICALS | REGN | 16,720 | $9.4M | 0.65% |
| 38 | EVOLUS INC | EOLS | 1,475,109 | $9.1M | 0.62% |
| 39 | EDGEWISE THERAPEUTICS INC | EWTX | 502,234 | $8.1M | 0.56% |
| 40 | CENTENE CORP DEL | CNC | 224,550 | $8.0M | 0.55% |
| 41 | BIOMARIN PHARMACEUTICAL INC | BMRN | 146,642 | $7.9M | 0.55% |
| 42 | ARDELYX INC | ARDX | 1,429,377 | $7.9M | 0.54% |
| 43 | BIOGEN INC | BIIB | 51,765 | $7.3M | 0.50% |
| 44 | CATALYST PHARMACEUTICALS INC | CPRX | 350,812 | $6.9M | 0.48% |
| 45 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 693,527 | $6.9M | 0.47% |
| 46 | UNITED THERAPEUTICS CORP DEL | UTHR | 16,200 | $6.8M | 0.47% |
| 47 | INTUITIVE SURGICAL INC | ISRG | 14,426 | $6.5M | 0.44% |
| 48 | 89BIO INC | 282559103 | 392,441 | $5.8M | 0.40% |
| 49 | HEALTHEQUITY INC | HQY | 52,388 | $5.0M | 0.34% |
| 50 | STRUCTURE THERAPEUTICS INC | GPCR | 166,391 | $4.7M | 0.32% |
| 51 | MERUS N V | N5749R100 | 48,054 | $4.5M | 0.31% |
| 52 | ALECTOR INC | ALEC | 1,488,725 | $4.4M | 0.30% |
| 53 | HUMANA INC | HUM | 16,652 | $4.3M | 0.30% |
| 54 | RAPPORT THERAPEUTICS INC | RAPP | 143,565 | $4.3M | 0.29% |
| 55 | TYRA BIOSCIENCES INC | TYRA | 272,706 | $3.8M | 0.26% |
| 56 | MIRUM PHARMACEUTICALS INC | MIRM | 49,314 | $3.6M | 0.25% |
| 57 | ZENAS BIOPHARMA INC | ZBIO | 158,742 | $3.5M | 0.24% |
| 58 | ACADIA PHARMACEUTICALS INC | ACAD | 164,237 | $3.5M | 0.24% |
| 59 | BIOVENTUS INC | BVS | 433,933 | $2.9M | 0.20% |
| 60 | NEKTAR THERAPEUTICS | NKTR | 49,890 | $2.8M | 0.20% |
| 61 | AMARIN CORP PLC | AMRN | 167,276 | $2.7M | 0.19% |
| 62 | RELAY THERAPEUTICS INC | RLAY | 479,056 | $2.5M | 0.17% |
| 63 | GOSSAMER BIO INC | GOSS | 925,233 | $2.4M | 0.17% |
| 64 | KURA ONCOLOGY INC | KURA | 263,628 | $2.3M | 0.16% |
| 65 | INFLARX NV | IFRX | 1,730,635 | $2.3M | 0.16% |
| 66 | INVIVYD INC | IVVD | 2,047,265 | $2.3M | 0.16% |
| 67 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 500,000 | $2.3M | 0.16% |
| 68 | NOVAVAX INC | NVAX | 243,184 | $2.1M | 0.15% |
| 69 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 111,466 | $2.1M | 0.14% |
| 70 | SUTRO BIOPHARMA INC | STRO | 2,291,313 | $2.0M | 0.14% |
| 71 | FORTREA HLDGS INC | FTRE | 219,384 | $1.8M | 0.13% |
| 72 | MOLINA HEALTHCARE INC | MOH | 9,470 | $1.8M | 0.12% |
| 73 | CONTINEUM THERAPEUTICS INC | CTNM | 134,619 | $1.6M | 0.11% |
| 74 | BICYCLE THERAPEUTICS PLC | BCYC | 194,440 | $1.5M | 0.10% |
| 75 | PLIANT THERAPEUTICS INC | PLRX | 824,594 | $1.2M | 0.08% |
| 76 | KORRO BIO INC | KRRO | 20,856 | $998,794 | 0.07% |
| 77 | SURROZEN INC | SRZNW | 76,997 | $992,106 | 0.07% |
| 78 | PENNANT GROUP INC | PNTG | 37,980 | $957,856 | 0.07% |
| 79 | MARAVAI LIFESCIENCES HLDGS I | MARA | 290,673 | $834,232 | 0.06% |
| 80 | PALVELLA THERAPEUTICS INC NE | PVLA | 11,343 | $711,093 | 0.05% |
| 81 | EHEALTH INC | EHTH | 128,322 | $553,068 | 0.04% |
| 82 | ATYR PHARMA INC | ATYR | 658,000 | $474,681 | 0.03% |
| 83 | RETRACTABLE TECHNOLOGIES INC | RVP | 363,315 | $305,911 | 0.02% |
| 84 | REPLIMUNE GROUP INC | REPL | 59,992 | $251,366 | 0.02% |
| 85 | CERIBELL INC | CBLL | 17,094 | $196,410 | 0.01% |
| 86 | DYNE THERAPEUTICS INC | DYN | 10,000 | $126,500 | 0.01% |