Eversept Partners, LP

NEW YORK, NY · CIK 1697013 · 13F filing filed 2024-08-14

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)

$1.3bn reported value -2.3% vs Q1 2024

72positions

61.2%in top 10

16 new 25 added 27 reduced 12 sold out vs Q1 2024

Options: 0 call positions (— notional), 2 put positions ($153.6m notional) – listed below, not included above.

Holdings, Q2 2024

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	GSK PLC SPONSORED ADR GSK	GSK	3,468,080	$133.5m10.22%	10.22%	Reduced -303.9k	-303,914 -8.1%
2	NATERA INC COM NTRA	NTRA	1,173,494	$127.1m9.73%	9.73%	Reduced -604.6k	-604,557 -34.0%
3	INSMED INC COM PAR $.01 INSM	INSM	1,155,588	$77.4m5.93%	5.93%	New
4	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		4,720,460	$76.7m5.87%	5.87%	Reduced -1.3m	-1,304,709 -21.6%
5	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	235,351	$75.0m5.74%	5.74%	Reduced -15.8k	-15,784 -6.3%
6	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	3,613,631	$74.2m5.68%	5.68%	Added +480.5k	+480,518 15.3%
7	VERA THERAPEUTICS INC CL A VERA	VERA	2,043,214	$73.9m5.66%	5.66%	Added +219.4k	+219,433 12.0%
8	INSPIRE MED SYS INC COM INSP	INSP	533,011	$71.3m5.46%	5.46%	Added +112.3k	+112,312 26.7%
9	REVVITY INC COM RVTY	RVTY	451,582	$47.4m3.62%	3.62%	Reduced -31.6k	-31,578 -6.5%
10	HCA HEALTHCARE INC COM HCA	HCA	135,480	$43.5m3.33%	3.33%	Added +31.7k	+31,659 30.5%
11	BIO-TECHNE CORP COM TECH	TECH	543,044	$38.9m2.98%	2.98%	Reduced -64.6k	-64,643 -10.6%
12	HEALTHEQUITY INC COM HQY	HQY	413,531	$35.6m2.73%	2.73%	Reduced -7.8k	-7,814 -1.9%
13	COMMUNITY HEALTH SYS INC NEW COM CYH	CYH	8,037,470	$27.0m2.07%	2.07%	Added +56.8k	+56,829 0.7%
14	REPLIGEN CORP COM RGEN	RGEN	194,291	$24.5m1.87%	1.87%	Added +186.1k	+186,054 2258.8%
15	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	633,015	$23.4m1.79%	1.79%	Reduced -78.1k	-78,100 -11.0%
16	IONIS PHARMACEUTICALS INC COM IONS	IONS	456,881	$21.8m1.67%	1.67%	Added +80.4k	+80,443 21.4%
17	NOVO-NORDISK A S ADR NVO	NVO	146,956	$21.0m1.61%	1.61%	Added +84.6k	+84,612 135.7%
18	ELI LILLY & CO COM LLY	LLY	21,233	$19.2m1.47%	1.47%	Added +8.4k	+8,356 64.9%
19	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	505,836	$17.5m1.34%	1.34%	Added +94.4k	+94,358 22.9%
20	ARGENX SE SPONSORED ADR ARGX	ARGX	34,593	$14.9m1.14%	1.14%	Reduced -19.9k	-19,925 -36.5%
21	HUMANA INC COM HUM	HUM	38,023	$14.2m1.09%	1.09%	Added +2.5k	+2,491 7.0%
22	VIATRIS INC COM VTRS	VTRS	1,329,282	$14.1m1.08%	1.08%	Added +12.8k	+12,813 1.0%
23	ZIMVIE INC COM ZIMV	ZIMV	767,659	$14.0m1.07%	1.07%	Added +203.2k	+203,161 36.0%
24	MANNKIND CORP COM NEW MNKD	MNKD	2,256,952	$11.8m0.90%	0.90%	Reduced -134.2k	-134,176 -5.6%
25	BROOKDALE SR LIVING INC COM BKD	BKD	1,546,842	$10.6m0.81%	0.81%	Added +228.1k	+228,077 17.3%
26	DANAHER CORPORATION COM DHR	DHR	40,855	$10.2m0.78%	0.78%	Unchanged
27	SPDR SER TR S&P BIOTECH XBI	XBI	100,000	$9.3m0.71%	0.71%	New
28	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	1,091,165	$9.0m0.69%	0.69%	Added +135.5k	+135,547 14.2%
29	ELEVANCE HEALTH INC COM ELV	ELV	14,657	$7.9m0.61%	0.61%	Added +264	+264 1.8%
30	ARCUTIS BIOTHERAPEUTICS INC COM ARQT	ARQT	837,847	$7.8m0.60%	0.60%	New
31	CENTENE CORP DEL COM CNC	CNC	115,820	$7.7m0.59%	0.59%	Added +23.0k	+23,034 24.8%
32	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	567,487	$7.4m0.57%	0.57%	Added +425.4k	+425,412 299.4%
33	VIKING THERAPEUTICS INC COM VKTX	VKTX	138,489	$7.3m0.56%	0.56%	Added +115.7k	+115,671 506.9%
34	VAXCYTE INC COM PCVX	PCVX	96,089	$7.3m0.56%	0.56%	Reduced -101.2k	-101,242 -51.3%
35	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	1,152,573	$7.1m0.55%	0.55%	Reduced -279.9k	-279,854 -19.5%
36	CYTOKINETICS INC COM NEW CYTK	CYTK	126,877	$6.9m0.53%	0.53%	New
37	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	329,890	$6.3m0.48%	0.48%	Reduced -24.1k	-24,075 -6.8%
38	EVOLUS INC COM EOLS	EOLS	574,462	$6.2m0.48%	0.48%	New
39	MOLINA HEALTHCARE INC COM MOH	MOH	18,277	$5.4m0.42%	0.42%	Added +12.4k	+12,449 213.6%
40	SUTRO BIOPHARMA INC COM COM		1,739,129	$5.1m0.39%	0.39%	Added +647.7k	+647,710 59.4%
41	GOSSAMER BIO INC COM GOSS	GOSS	5,484,148	$4.9m0.38%	0.38%	Reduced -510.3k	-510,324 -8.5%
42	OSCAR HEALTH INC CL A OSCR	OSCR	310,893	$4.9m0.38%	0.38%	New
43	CEREVEL THERAPEUTICS HLDNG I COM CERE	CERE	110,010	$4.5m0.34%	0.34%	New
44	LIQUIDIA CORPORATION COM NEW LQDA	LQDA	373,554	$4.5m0.34%	0.34%	Reduced -22.6k	-22,633 -5.7%
45	MYRIAD GENETICS INC COM MYGN	MYGN	181,961	$4.5m0.34%	0.34%	New
46	PUMA BIOTECHNOLOGY INC COM PBYI	PBYI	1,328,454	$4.3m0.33%	0.33%	Reduced -98.0k	-98,043 -6.9%
47	KARYOPHARM THERAPEUTICS INC COM COM		4,987,180	$4.3m0.33%	0.33%	Reduced -29.1k	-29,140 -0.6%
48	2SEVENTY BIO INC COMMON STOCK TSVT	TSVT	1,107,743	$4.3m0.33%	0.33%	Reduced -69.9k	-69,935 -5.9%
49	NEVRO CORP COM NVRO	NVRO	499,395	$4.2m0.32%	0.32%	Added +109.7k	+109,732 28.2%
50	ICON PLC SHS ICLR	ICLR	12,642	$4.0m0.30%	0.30%	Reduced -2.7k	-2,705 -17.6%
51	MERUS N V COM MRUS	MRUS	66,474	$3.9m0.30%	0.30%	Reduced -53.0k	-53,008 -44.4%
52	MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD MLTX	MLTX	71,596	$3.1m0.24%	0.24%	New
53	AMARIN CORP PLC SPONS ADR NEW SPONS ADR NEW		4,308,527	$3.0m0.23%	0.23%	Reduced -1.9m	-1,904,221 -30.6%
54	GUARDANT HEALTH INC COM GH	GH	99,377	$2.9m0.22%	0.22%	Reduced -350.2k	-350,209 -77.9%
55	INFLARX NV COM IFRX	IFRX	1,566,930	$2.7m0.21%	0.21%	Added +261.8k	+261,790 20.1%
56	AVANTOR INC COM AVTR	AVTR	125,394	$2.7m0.20%	0.20%	Unchanged
57	TOURMALINE BIO INC COM TRML	TRML	204,781	$2.6m0.20%	0.20%	New
58	IQVIA HLDGS INC COM IQV	IQV	12,178	$2.6m0.20%	0.20%	Unchanged
59	ALECTOR INC COM ALEC	ALEC	541,739	$2.5m0.19%	0.19%	Added +5.6k	+5,568 1.0%
60	IMMUNOVANT INC COM IMVT	IMVT	92,909	$2.5m0.19%	0.19%	Reduced -162.6k	-162,617 -63.6%
61	XOMA ROYALTY CORPORATION COM NEW XOMA	XOMA	91,907	$2.2m0.17%	0.17%	Reduced -5.2k	-5,158 -5.3%
62	AUTOLUS THERAPEUTICS PLC SPON ADS AUTL	AUTL	610,902	$2.1m0.16%	0.16%	New
63	TERNS PHARMACEUTICALS INC COM COM		286,266	$1.9m0.15%	0.15%	Added +3.2k	+3,232 1.1%
64	MEREO BIOPHARMA GROUP PLC SPON ADS MREO	MREO	496,171	$1.8m0.14%	0.14%	New
65	KURA ONCOLOGY INC COM KURA	KURA	72,317	$1.5m0.11%	0.11%	New
66	ABSCI CORPORATION COM ABSI	ABSI	325,509	$1.0m0.08%	0.08%	New
67	FULCRUM THERAPEUTICS INC COM FULC	FULC	152,965	$948.4k0.07%	0.07%	New
68	AFFIMED N V ORDINARY SHS NEW AFMDQ	AFMDQ	166,460	$907.2k0.07%	0.07%	Unchanged
69	STOKE THERAPEUTICS INC COM STOK	STOK	61,277	$827.9k0.06%	0.06%	Reduced -228.7k	-228,723 -78.9%
70	G1 THERAPEUTICS INC COM GTHX	GTHX	199,963	$455.9k0.03%	0.03%	New
71	AC IMMUNE SA SHS ACIU	ACIU	99,313	$396.3k0.03%	0.03%	Reduced -25.3k	-25,276 -20.3%
72	SERES THERAPEUTICS INC COM COM		418,208	$302.7k0.02%	0.02%	Reduced -970.7k	-970,736 -69.9%

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
PFIZER INC PFE	PFE	1,102,042	$30.6m1.1m shares
SHOCKWAVE MED INC SWAV	SWAV	80,555	$26.2m80.6k shares
TENET HEALTHCARE CORP THC	THC	175,631	$18.5m175.6k shares
TARO PHARMACEUTICAL INDS LTD TARO	TARO	263,541	$11.2m263.5k shares
TAYSHA GENE THERAPIES INC TSHA	TSHA	2,325,591	$6.7m2.3m shares
WATERS CORP WAT	WAT	13,628	$4.7m13.6k shares
CORBUS PHARMACEUTICALS HLDGS CRBP	CRBP	88,934	$3.5m88.9k shares
KRYSTAL BIOTECH INC KRYS	KRYS	18,557	$3.3m18.6k shares
MORPHOSYS AG		165,924	$3.0m165.9k shares
AEROVATE THERAPEUTICS INC		54,150	$1.6m54.1k shares
CUREVAC N V CVAC	CVAC	515,691	$1.6m515.7k shares
VINCERX PHARMA INC		79,588	$402.7k79.6k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Put	QQQ	Put	285,600	$136.8m285.6k shares	Reduced
SPDR S&P 500 ETF TR SPY · Put	SPY	Put	30,800	$16.8m30.8k shares	Added

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