13F HOLDINGS REPORT
Eversept Partners, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001697013-26-000002
Total Value
$1.98B
Positions
107
Other Managers
0
Confidential Omitted
No
Holdings (107)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERA THERAPEUTICS INC | VERA | 3,072,304 | $155.6M | 7.84% |
| 2 | INVESCO QQQ TR | IVZ | 225,000 | $138.2M | 6.97% |
| 3 | GSK PLC | GLAXF | 2,679,721 | $131.4M | 6.62% |
| 4 | UNITED THERAPEUTICS CORP DEL | UTHR | 252,592 | $123.1M | 6.20% |
| 5 | ABIVAX SA | AAVXF | 657,834 | $88.7M | 4.47% |
| 6 | NATERA INC | NTRA | 334,493 | $76.6M | 3.86% |
| 7 | SYNDAX PHARMACEUTICALS INC | SNDX | 3,314,408 | $69.6M | 3.51% |
| 8 | VIRIDIAN THERAPEUTICS INC | VRDN | 1,782,235 | $55.5M | 2.79% |
| 9 | VAXCYTE INC | PCVX | 1,197,722 | $55.3M | 2.78% |
| 10 | TRAVERE THERAPEUTICS INC | TVTX | 1,174,968 | $44.9M | 2.26% |
| 11 | HCA HEALTHCARE INC | HCA | 95,874 | $44.8M | 2.26% |
| 12 | DANAHER CORPORATION | 235851102 | 186,262 | $42.6M | 2.15% |
| 13 | IONIS PHARMACEUTICALS INC | IONS | 538,218 | $42.6M | 2.15% |
| 14 | CELLDEX THERAPEUTICS INC NEW | CLDX | 1,434,725 | $39.0M | 1.96% |
| 15 | BRUKER CORP | BRKRP | 783,789 | $36.9M | 1.86% |
| 16 | AVANTOR INC | AVTR | 3,176,644 | $36.4M | 1.83% |
| 17 | SPDR S&P 500 ETF TR | SPY | 44,900 | $30.6M | 1.54% |
| 18 | COMMUNITY HEALTH SYS INC NEW | 203668108 | 7,943,802 | $24.8M | 1.25% |
| 19 | EXACT SCIENCES CORP | 30063P105 | 241,678 | $24.5M | 1.24% |
| 20 | BIOCRYST PHARMACEUTICALS INC | BCRX | 2,992,895 | $23.3M | 1.18% |
| 21 | GERON CORP | GERN | 17,659,983 | $23.3M | 1.17% |
| 22 | BIO-TECHNE CORP | TECH | 377,405 | $22.2M | 1.12% |
| 23 | CIDARA THERAPEUTICS INC | 171757206 | 98,721 | $21.8M | 1.10% |
| 24 | INSULET CORP | PODD | 74,708 | $21.2M | 1.07% |
| 25 | BETA BIONICS INC | BBNX | 678,262 | $20.7M | 1.04% |
| 26 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 660,177 | $20.6M | 1.04% |
| 27 | UNITEDHEALTH GROUP INC | UNH | 60,862 | $20.1M | 1.01% |
| 28 | ISHARES TR | 464287432 | 230,000 | $20.0M | 1.01% |
| 29 | LIQUIDIA CORPORATION | LQDA | 509,443 | $17.6M | 0.89% |
| 30 | ICON PLC | ICLR | 95,832 | $17.5M | 0.88% |
| 31 | HEALTHEQUITY INC | HQY | 185,739 | $17.0M | 0.86% |
| 32 | GLAUKOS CORP | GKOS | 147,471 | $16.7M | 0.84% |
| 33 | REVVITY INC | RVTY | 162,777 | $15.7M | 0.79% |
| 34 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 420,827 | $14.8M | 0.74% |
| 35 | ESPERION THERAPEUTICS INC NE | ESPR | 3,851,133 | $14.2M | 0.72% |
| 36 | BIOGEN INC | BIIB | 77,944 | $13.7M | 0.69% |
| 37 | SELECT MED HLDGS CORP | 81619Q105 | 906,100 | $13.5M | 0.68% |
| 38 | CENTENE CORP DEL | CNC | 324,092 | $13.3M | 0.67% |
| 39 | CG ONCOLOGY INC | CGON | 308,466 | $12.8M | 0.65% |
| 40 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 235,293 | $12.7M | 0.64% |
| 41 | PALISADE BIO INC | PALI | 5,391,548 | $12.7M | 0.64% |
| 42 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 434,634 | $12.6M | 0.64% |
| 43 | PHARVARIS N V | PHVS | 439,177 | $12.2M | 0.61% |
| 44 | SPDR SERIES TRUST | 78464A870 | 99,400 | $12.1M | 0.61% |
| 45 | ELI LILLY & CO | LLY | 10,623 | $11.4M | 0.58% |
| 46 | ENCOMPASS HEALTH CORP | EHC | 106,926 | $11.3M | 0.57% |
| 47 | CYTOMX THERAPEUTICS INC | CTMX | 2,507,090 | $10.7M | 0.54% |
| 48 | ELEVANCE HEALTH INC FORMERLY | ELV | 30,195 | $10.6M | 0.53% |
| 49 | MANNKIND CORP | MNKD | 1,852,563 | $10.5M | 0.53% |
| 50 | XENON PHARMACEUTICALS INC | XENE | 231,380 | $10.4M | 0.52% |
| 51 | ASCENDIS PHARMA A/S | ASND | 48,241 | $10.3M | 0.52% |
| 52 | INTUITIVE SURGICAL INC | ISRG | 18,062 | $10.2M | 0.52% |
| 53 | ILLUMINA INC | ILMN | 76,721 | $10.1M | 0.51% |
| 54 | ARDELYX INC | ARDX | 1,715,129 | $10.0M | 0.50% |
| 55 | DYNAVAX TECHNOLOGIES CORP | 268158201 | 605,976 | $9.3M | 0.47% |
| 56 | STRUCTURE THERAPEUTICS INC | GPCR | 127,561 | $8.9M | 0.45% |
| 57 | EDGEWISE THERAPEUTICS INC | EWTX | 337,340 | $8.4M | 0.42% |
| 58 | CATALYST PHARMACEUTICALS INC | CPRX | 358,168 | $8.4M | 0.42% |
| 59 | HUMANA INC | HUM | 32,462 | $8.3M | 0.42% |
| 60 | PENNANT GROUP INC | PNTG | 293,960 | $8.3M | 0.42% |
| 61 | MODERNA INC | MRNA | 267,823 | $7.9M | 0.40% |
| 62 | MOLINA HEALTHCARE INC | MOH | 45,470 | $7.9M | 0.40% |
| 63 | REGENERON PHARMACEUTICALS | REGN | 10,097 | $7.8M | 0.39% |
| 64 | TYRA BIOSCIENCES INC | TYRA | 278,564 | $7.3M | 0.37% |
| 65 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 317,182 | $7.3M | 0.37% |
| 66 | ANAPTYSBIO INC | ANABV | 120,927 | $5.9M | 0.30% |
| 67 | BIOMARIN PHARMACEUTICAL INC | BMRN | 93,748 | $5.6M | 0.28% |
| 68 | ASSEMBLY BIOSCIENCES INC | ASMB | 159,676 | $5.4M | 0.27% |
| 69 | INVIVYD INC | IVVD | 2,140,130 | $5.3M | 0.27% |
| 70 | CVS HEALTH CORP | CVS | 63,696 | $5.1M | 0.25% |
| 71 | ACADIA PHARMACEUTICALS INC | ACAD | 176,594 | $4.7M | 0.24% |
| 72 | PROTAGONIST THERAPEUTICS INC | PTGX | 52,961 | $4.6M | 0.23% |
| 73 | ZENAS BIOPHARMA INC | ZBIO | 121,016 | $4.4M | 0.22% |
| 74 | RELAY THERAPEUTICS INC | RLAY | 489,137 | $4.1M | 0.21% |
| 75 | ENGENE HOLDINGS INC | ENGNW | 455,835 | $4.1M | 0.21% |
| 76 | BROOKDALE SR LIVING INC | 112463104 | 374,929 | $4.0M | 0.20% |
| 77 | NATIONAL HEALTHCARE CORP | NHC | 28,577 | $3.9M | 0.20% |
| 78 | FORTREA HLDGS INC | FTRE | 224,139 | $3.9M | 0.19% |
| 79 | BIOVENTUS INC | BVS | 471,257 | $3.5M | 0.18% |
| 80 | ARS PHARMACEUTICALS INC | SPRY | 251,593 | $2.9M | 0.15% |
| 81 | ANTERIS TECHNOLOGIES GLOBAL | AVR | 500,000 | $2.5M | 0.13% |
| 82 | AMARIN CORP PLC | AMRN | 172,188 | $2.4M | 0.12% |
| 83 | MARAVAI LIFESCIENCES HLDGS I | MARA | 718,582 | $2.3M | 0.12% |
| 84 | EVOLUS INC | EOLS | 344,104 | $2.3M | 0.12% |
| 85 | SUTRO BIOPHARMA INC | STRO | 193,571 | $2.2M | 0.11% |
| 86 | SURROZEN INC | SRZNW | 95,286 | $2.2M | 0.11% |
| 87 | ENHABIT INC | EHAB | 218,510 | $2.0M | 0.10% |
| 88 | RAPPORT THERAPEUTICS INC | RAPP | 59,233 | $1.8M | 0.09% |
| 89 | INFLARX NV | IFRX | 1,757,312 | $1.8M | 0.09% |
| 90 | BIOHAVEN LTD | BHVN | 145,431 | $1.6M | 0.08% |
| 91 | CONTINEUM THERAPEUTICS INC | CTNM | 137,493 | $1.6M | 0.08% |
| 92 | ALECTOR INC | ALEC | 1,006,163 | $1.6M | 0.08% |
| 93 | NOVOCURE LTD | NVCR | 120,978 | $1.6M | 0.08% |
| 94 | UNIQURE NV | QURE | 62,820 | $1.5M | 0.08% |
| 95 | PASSAGE BIO INC | PASG | 126,230 | $1.5M | 0.08% |
| 96 | BICYCLE THERAPEUTICS PLC | BCYC | 178,915 | $1.3M | 0.06% |
| 97 | NOVAVAX INC | NVAX | 181,220 | $1.2M | 0.06% |
| 98 | PLIANT THERAPEUTICS INC | PLRX | 842,023 | $1.0M | 0.05% |
| 99 | SAVARA INC | SVRA | 170,195 | $1.0M | 0.05% |
| 100 | EHEALTH INC | EHTH | 222,570 | $1.0M | 0.05% |
| 101 | INMODE LTD | INMD | 61,938 | $909,869 | 0.05% |
| 102 | WHITEHAWK THERAPEUTICS INC | WHWK | 260,259 | $629,827 | 0.03% |
| 103 | EDITAS MEDICINE INC | EDIT | 290,919 | $596,384 | 0.03% |
| 104 | SELECTQUOTE INC | SLQT | 357,661 | $504,302 | 0.03% |
| 105 | RETRACTABLE TECHNOLOGIES INC | RVP | 580,919 | $448,528 | 0.02% |
| 106 | SS INNOVATIONS INTERNATIONAL | SSII | 75,358 | $428,033 | 0.02% |
| 107 | CERIBELL INC | CBLL | 17,094 | $374,871 | 0.02% |