Eversept Partners, LP

NEW YORK, NY · CIK 1697013 · 13F filing filed 2023-11-08

SEC-registered investment adviser since 2017 · limited partnership

Assets managed$2.7bn
Staff10 · 5 in investment roles
Main clients (by assets)Private funds 99%, Mutual funds and ETFs 1%
Private funds3 (3 hedge) · $2.3bn gross assets
Websiteeversept.com
Form ADV · 2026-03-31SEC adviser record

Legal entityEVERSEPT PARTNERS, L.P. (US)

Kindhedge funds, futures
Others nearbyNew York, NY, San Francisco, CA

As an employer

Offices in1 country
Private fundshedge 3

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
New York, NY (main office)United States	United States	about 4
San Francisco, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$946.9m reported value -11.1% vs Q1 2023

66positions

57.6%in top 10

17 new 20 added 25 reduced 6 sold out vs Q1 2023

Options: 0 call positions (— notional), 5 put positions ($249.2m notional) – listed below, not included above.

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NATERA INC COM NTRA	NTRA	2,413,787	$117.5m12.40%	12.40%	Reduced -406.0k	-405,983 -14.4%
2	GSK PLC SPONSORED ADR GSK	GSK	2,881,012	$103.8m10.96%	10.96%	Reduced -850.5k	-850,487 -22.8%
3	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		7,668,044	$57.7m6.10%	6.10%	Added +1.5m	+1,473,472 23.8%
4	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	260,398	$57.5m6.07%	6.07%	Added +38.3k	+38,291 17.2%
5	HORIZON THERAPEUTICS PUB L SHS HZNP	HZNP	475,310	$48.9m5.16%	5.16%	Reduced -343.8k	-343,814 -42.0%
6	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	2,189,732	$45.8m4.84%	4.84%	Reduced -19.3k	-19,325 -0.9%
7	COMMUNITY HEALTH SYS INC NEW COM CYH	CYH	7,277,856	$32.0m3.38%	3.38%	Reduced -1.8m	-1,804,449 -19.9%
8	BIO-TECHNE CORP COM TECH	TECH	342,637	$28.0m2.95%	2.95%	Added +154.0k	+153,978 81.6%
9	VERA THERAPEUTICS INC CL A VERA	VERA	1,740,951	$27.9m2.95%	2.95%	Reduced -47.6k	-47,578 -2.7%
10	INSPIRE MED SYS INC COM INSP	INSP	82,445	$26.8m2.83%	2.83%	New
11	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	785,740	$26.7m2.82%	2.82%	Added +96.1k	+96,064 13.9%
12	DANAHER CORPORATION COM DHR	DHR	103,345	$24.8m2.62%	2.62%	Reduced -45.3k	-45,340 -30.5%
13	HCA HEALTHCARE INC COM HCA	HCA	80,725	$24.5m2.59%	2.59%	Added +52.8k	+52,816 189.2%
14	ILLUMINA INC COM ILMN	ILMN	124,052	$23.3m2.46%	2.46%	Reduced -46.5k	-46,485 -27.3%
15	ICON PLC SHS ICLR	ICLR	71,726	$17.9m1.90%	1.90%	Reduced -5.1k	-5,062 -6.6%
16	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	2,372,113	$16.7m1.76%	1.76%	Reduced -2.1m	-2,148,611 -47.5%
17	AMNEAL PHARMACEUTICALS INC COM STK CL A AMRX	AMRX	5,265,251	$16.3m1.72%	1.72%	Added +82.2k	+82,205 1.6%
18	CATALENT INC COM CTLT	CTLT	356,875	$15.5m1.63%	1.63%	Reduced -216.7k	-216,734 -37.8%
19	SERES THERAPEUTICS INC COM COM		3,076,756	$14.7m1.56%	1.56%	Added +540.1k	+540,091 21.3%
20	KRYSTAL BIOTECH INC COM KRYS	KRYS	106,465	$12.5m1.32%	1.32%	New
21	AMARIN CORP PLC SPONS ADR NEW SPONS ADR NEW		10,502,109	$12.5m1.32%	1.32%	New
22	ABCAM PLC ADS ADS		499,394	$12.2m1.29%	1.29%	New
23	CENTENE CORP DEL COM CNC	CNC	152,733	$10.3m1.09%	1.09%	Reduced -135.7k	-135,693 -47.0%
24	IONIS PHARMACEUTICALS INC COM IONS	IONS	241,572	$9.9m1.05%	1.05%	Reduced -61.8k	-61,797 -20.4%
25	VAXCYTE INC COM PCVX	PCVX	195,691	$9.8m1.03%	1.03%	Reduced -103.4k	-103,359 -34.6%
26	TARO PHARMACEUTICAL INDS LTD SHS TARO	TARO	250,286	$9.5m1.00%	1.00%	Added +5.0k	+5,019 2.0%
27	REPLIGEN CORP COM RGEN	RGEN	66,067	$9.3m0.99%	0.99%	Added +60.4k	+60,411 1068.1%
28	INFLARX NV COM IFRX	IFRX	1,915,113	$8.5m0.90%	0.90%	New
29	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	692,369	$8.2m0.87%	0.87%	Added +646.5k	+646,513 1409.9%
30	MODEL N INC COM MODN	MODN	223,168	$7.9m0.83%	0.83%	Reduced -18.7k	-18,702 -7.7%
31	LIQUIDIA CORPORATION COM NEW LQDA	LQDA	925,444	$7.3m0.77%	0.77%	Added +201.0k	+201,038 27.8%
32	XENON PHARMACEUTICALS INC COM XENE	XENE	171,378	$6.6m0.70%	0.70%	Reduced -31.9k	-31,894 -15.7%
33	MOLINA HEALTHCARE INC COM MOH	MOH	21,254	$6.4m0.68%	0.68%	New
34	PUMA BIOTECHNOLOGY INC COM PBYI	PBYI	1,658,195	$5.9m0.62%	0.62%	Reduced -279.9k	-279,893 -14.4%
35	SHOCKWAVE MED INC COM SWAV	SWAV	20,138	$5.7m0.61%	0.61%	Reduced -27.4k	-27,439 -57.7%
36	HUMANA INC COM HUM	HUM	11,927	$5.3m0.56%	0.56%	Reduced -10.8k	-10,835 -47.6%
37	PENNANT GROUP INC COM PNTG	PNTG	431,622	$5.3m0.56%	0.56%	Added +9.6k	+9,648 2.3%
38	APELLIS PHARMACEUTICALS INC COM APLS	APLS	56,449	$5.1m0.54%	0.54%	New
39	KURA ONCOLOGY INC COM KURA	KURA	450,622	$4.8m0.50%	0.50%	New
40	IQVIA HLDGS INC COM IQV	IQV	18,748	$4.2m0.45%	0.45%	Added +4.3k	+4,332 30.1%
41	EHEALTH INC COM EHTH	EHTH	503,079	$4.0m0.43%	0.43%	Reduced -731.2k	-731,204 -59.2%
42	MEDPACE HLDGS INC COM MEDP	MEDP	15,564	$3.7m0.39%	0.39%	Added +3.9k	+3,896 33.4%
43	CUREVAC N V COM CVAC	CVAC	357,342	$3.7m0.39%	0.39%	New
44	SUTRO BIOPHARMA INC COM COM		747,912	$3.5m0.37%	0.37%	New
45	MERUS N V COM MRUS	MRUS	131,226	$3.5m0.36%	0.36%	Added +2.2k	+2,170 1.7%
46	AGILENT TECHNOLOGIES INC COM A	A	28,460	$3.4m0.36%	0.36%	Added +15.3k	+15,350 117.1%
47	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	114,659	$3.2m0.33%	0.33%	New
48	BIOHAVEN LTD COM BHVN	BHVN	131,103	$3.1m0.33%	0.33%	Reduced -54.5k	-54,492 -29.4%
49	PARATEK PHARMACEUTICALS INC COM PRTK	PRTK	1,327,857	$2.9m0.31%	0.31%	Added +689.4k	+689,383 108.0%
50	WATERS CORP COM WAT	WAT	10,928	$2.9m0.31%	0.31%	New
51	REVVITY INC COM RVTY	RVTY	21,314	$2.5m0.27%	0.27%	Added +9.0k	+8,979 72.8%
52	BLACK DIAMOND THERAPEUTICS I COM BDTX	BDTX	427,317	$2.2m0.23%	0.23%	New
53	GOHEALTH INC CL A NEW CL A NEW		104,820	$2.1m0.22%	0.22%	Reduced -20.2k	-20,233 -16.2%
54	XOMA ROYALTY CORPORATION COM NEW XOMA	XOMA	89,950	$1.7m0.18%	0.18%	Unchanged
55	EVOLUS INC COM EOLS	EOLS	228,679	$1.7m0.18%	0.18%	Added +7.1k	+7,128 3.2%
56	ARGENX SE SPONSORED ADR ARGX	ARGX	4,154	$1.6m0.17%	0.17%	Added +318	+318 8.3%
57	ZAI LAB LTD ADR ZLAB	ZLAB	55,176	$1.5m0.16%	0.16%	Reduced -116.8k	-116,823 -67.9%
58	ELEVANCE HEALTH INC COM ELV	ELV	2,315	$1.0m0.11%	0.11%	New
59	AFFIMED N V COM COM		1,676,684	$1.0m0.11%	0.11%	Reduced -207.1k	-207,100 -11.0%
60	GOSSAMER BIO INC COM GOSS	GOSS	749,697	$899.6k0.10%	0.10%	Reduced -602.4k	-602,368 -44.5%
61	AEROVATE THERAPEUTICS INC COM COM		50,242	$861.6k0.09%	0.09%	Unchanged
62	UROGEN PHARMA LTD COM URGN	URGN	74,797	$774.1k0.08%	0.08%	New
63	AADI BIOSCIENCE INC COM WHWK	WHWK	101,918	$697.1k0.07%	0.07%	Unchanged
64	AC IMMUNE SA SHS ACIU	ACIU	124,589	$368.2k0.04%	0.04%	Unchanged
65	ARS PHARMACEUTICALS INC COM SPRY	SPRY	48,788	$326.9k0.03%	0.03%	New
66	FIBROGEN INC COM COM		5,600	$15.1k0.00%	0.00%	New

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
BIOGEN INC BIIB	BIIB	153,774	$42.8m153.8k shares
AVANTOR INC AVTR	AVTR	717,614	$15.2m717.6k shares
INTRA-CELLULAR THERAPIES INC ITCI	ITCI	218,726	$11.8m218.7k shares
GUARDANT HEALTH INC GH	GH	483,098	$11.3m483.1k shares
TENET HEALTHCARE CORP THC	THC	141,892	$8.4m141.9k shares
HESKA CORP HSKA	HSKA	26,409	$2.6m26.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Put	QQQ	Put	350,000	$129.3m350.0k shares	Reduced
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	230,000	$102.0m230.0k shares	Reduced
AMN HEALTHCARE SVCS INC AMN · Put	AMN	Put	95,000	$10.4m95.0k shares	Added
SPDR SER TR XBI · Put	XBI	Put	90,000	$7.5m90.0k shares	Added
FIBROGEN INC Put		Put	38,800	$104.8k38.8k shares	New

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
COMMUNITY HEALTH SYS INC NEW CYH · 13G · filed 2026-02-17	CYH	5.7%≈ $26.5m	+1.3 pts	13G	2026-02-17