Eversept Partners, LP

NEW YORK, NY · CIK 1697013 · 13F filing filed 2025-08-14

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)

$992.2m reported value +12.3% vs Q1 2025

67positions

53.3%in top 10

19 new 22 added 21 reduced 7 sold out vs Q1 2025

Options: 0 call positions (— notional), 1 put positions ($95.0m notional) – listed below, not included above.

Holdings, Q2 2025

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	796,375	$134.5m13.56%	13.56%	Reduced -97.3k	-97,346 -10.9%
2	GSK PLC SPONSORED ADR GSK	GSK	2,242,388	$86.1m8.68%	8.68%	Reduced -380.9k	-380,858 -14.5%
3	VERA THERAPEUTICS INC CL A VERA	VERA	2,383,055	$56.1m5.66%	5.66%	Added +484.3k	+484,251 25.5%
4	REVVITY INC COM RVTY	RVTY	510,330	$49.4m4.97%	4.97%	Added +211.2k	+211,243 70.6%
5	VAXCYTE INC COM PCVX	PCVX	1,298,514	$42.2m4.25%	4.25%	Added +741.4k	+741,444 133.1%
6	HCA HEALTHCARE INC COM HCA	HCA	99,983	$38.3m3.86%	3.86%	Reduced -52.5k	-52,519 -34.4%
7	SYNDAX PHARMACEUTICALS INC COM SNDX	SNDX	4,065,355	$38.1m3.84%	3.84%	Reduced -146.9k	-146,915 -3.5%
8	BRUKER CORP COM BRKR	BRKR	839,284	$34.6m3.48%	3.48%	Added +340.1k	+340,077 68.1%
9	VIRIDIAN THERAPEUTICS INC COM VRDN	VRDN	1,902,539	$26.6m2.68%	2.68%	Added +524.9k	+524,865 38.1%
10	IONIS PHARMACEUTICALS INC COM IONS	IONS	588,900	$23.3m2.34%	2.34%	Added +71.9k	+71,879 13.9%
11	CENTENE CORP DEL COM CNC	CNC	398,726	$21.6m2.18%	2.18%	Added +58.4k	+58,387 17.2%
12	INSPIRE MED SYS INC COM INSP	INSP	164,473	$21.3m2.15%	2.15%	Reduced -22.0k	-21,952 -11.8%
13	COMMUNITY HEALTH SYS INC NEW COM CYH	CYH	6,144,384	$20.9m2.11%	2.11%	Reduced -2.3m	-2,313,636 -27.4%
14	AVANTOR INC COM AVTR	AVTR	1,526,164	$20.5m2.07%	2.07%	Added +1.4m	+1,403,341 1142.6%
15	BIO-TECHNE CORP COM TECH	TECH	394,139	$20.3m2.04%	2.04%	Added +114.0k	+114,022 40.7%
16	TRAVERE THERAPEUTICS INC COM TVTX	TVTX	1,315,033	$19.5m1.96%	1.96%	Added +498.8k	+498,779 61.1%
17	ZIMVIE INC COM ZIMV	ZIMV	2,079,380	$19.4m1.96%	1.96%	Unchanged
18	UNITEDHEALTH GROUP INC COM UNH	UNH	60,736	$18.9m1.91%	1.91%	New
19	ILLUMINA INC COM ILMN	ILMN	198,584	$18.9m1.91%	1.91%	New
20	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		1,052,881	$17.6m1.78%	1.78%	Reduced -357.9k	-357,884 -25.4%
21	CELLDEX THERAPEUTICS INC NEW COM NEW CLDX	CLDX	838,736	$17.1m1.72%	1.72%	Added +142.2k	+142,237 20.4%
22	UNITED THERAPEUTICS CORP DEL COM UTHR	UTHR	59,366	$17.1m1.72%	1.72%	Added +1.9k	+1,877 3.3%
23	HEALTHEQUITY INC COM HQY	HQY	155,868	$16.3m1.65%	1.65%	Reduced -196.1k	-196,108 -55.7%
24	IQVIA HLDGS INC COM IQV	IQV	97,604	$15.4m1.55%	1.55%	New
25	PROTAGONIST THERAPEUTICS INC COM PTGX	PTGX	277,316	$15.3m1.54%	1.54%	Reduced -269.8k	-269,800 -49.3%
26	DYNAVAX TECHNOLOGIES CORP COM NEW DVAX	DVAX	1,197,189	$11.9m1.20%	1.20%	New
27	MIRUM PHARMACEUTICALS INC COM MIRM	MIRM	232,175	$11.8m1.19%	1.19%	New
28	BIOCRYST PHARMACEUTICALS INC COM BCRX	BCRX	1,207,638	$10.8m1.09%	1.09%	Reduced -964.8k	-964,798 -44.4%
29	EVOLUS INC COM EOLS	EOLS	1,170,311	$10.8m1.09%	1.09%	New
30	HUMANA INC COM HUM	HUM	43,620	$10.7m1.07%	1.07%	Added +15.7k	+15,650 56.0%
31	GERON CORP COM GERN	GERN	7,320,174	$10.3m1.04%	1.04%	New
32	GLOBUS MED INC CL A GMED	GMED	169,643	$10.0m1.01%	1.01%	Reduced -23.2k	-23,250 -12.1%
33	ICON PLC SHS ICLR	ICLR	64,587	$9.4m0.95%	0.95%	Added +53.7k	+53,747 495.8%
34	NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES NAMS	NAMS	414,430	$7.5m0.76%	0.76%	Added +133.5k	+133,479 47.5%
35	ELEVANCE HEALTH INC COM ELV	ELV	18,962	$7.4m0.74%	0.74%	Added +3.3k	+3,264 20.8%
36	REGENERON PHARMACEUTICALS COM REGN	REGN	13,254	$7.0m0.70%	0.70%	New
37	MERUS N V COM MRUS	MRUS	130,924	$6.9m0.69%	0.69%	Added +60.6k	+60,595 86.2%
38	MOLINA HEALTHCARE INC COM MOH	MOH	20,600	$6.1m0.62%	0.62%	Reduced -3.1k	-3,135 -13.2%
39	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	13,685	$5.5m0.56%	0.56%	New
40	EDGEWISE THERAPEUTICS INC COM EWTX	EWTX	392,739	$5.1m0.52%	0.52%	New
41	DANAHER CORPORATION COM DHR	DHR	23,449	$4.6m0.47%	0.47%	New
42	LIQUIDIA CORPORATION COM NEW LQDA	LQDA	358,828	$4.5m0.45%	0.45%	Added +208.3k	+208,348 138.5%
43	GLAUKOS CORP COM GKOS	GKOS	31,496	$3.3m0.33%	0.33%	Reduced -127.5k	-127,461 -80.2%
44	ZENAS BIOPHARMA INC COM ZBIO	ZBIO	325,479	$3.2m0.32%	0.32%	Reduced -120.1k	-120,109 -27.0%
45	NEKTAR THERAPEUTICS COM NEW NKTR	NKTR	115,000	$3.0m0.30%	0.30%	New
46	ALECTOR INC COM ALEC	ALEC	1,986,072	$2.8m0.28%	0.28%	Added +1.4m	+1,368,654 221.7%
47	AMARIN CORP PLC SPONSORED ADR AMRN	AMRN	167,276	$2.7m0.27%	0.27%	New
48	MANNKIND CORP COM NEW MNKD	MNKD	697,710	$2.6m0.26%	0.26%	Unchanged
49	89BIO INC COM ETNB	ETNB	235,990	$2.3m0.23%	0.23%	Reduced -67.7k	-67,741 -22.3%
50	REPLIGEN CORP COM RGEN	RGEN	18,620	$2.3m0.23%	0.23%	Added +168	+168 0.9%
51	GOSSAMER BIO INC COM GOSS	GOSS	1,695,762	$2.1m0.21%	0.21%	Reduced -2.2m	-2,201,079 -56.5%
52	STRUCTURE THERAPEUTICS INC SPONSORED ADS GPCR	GPCR	99,338	$2.1m0.21%	0.21%	New
53	RELAY THERAPEUTICS INC COM RLAY	RLAY	533,409	$1.8m0.19%	0.19%	New
54	SUTRO BIOPHARMA INC COM COM		2,292,261	$1.6m0.16%	0.16%	Unchanged
55	MARAVAI LIFESCIENCES HLDGS I COM CL A MRVI	MRVI	640,673	$1.5m0.16%	0.16%	Reduced -301.8k	-301,781 -32.0%
56	BICYCLE THERAPEUTICS PLC SPONSORED ADS BCYC	BCYC	211,469	$1.5m0.15%	0.15%	New
57	AUTOLUS THERAPEUTICS PLC SPON ADS AUTL	AUTL	610,231	$1.4m0.14%	0.14%	Added +266.3k	+266,284 77.4%
58	INFLARX NV COM IFRX	IFRX	1,640,430	$1.3m0.13%	0.13%	Reduced -35.5k	-35,548 -2.1%
59	PENNANT GROUP INC COM PNTG	PNTG	37,980	$1.1m0.11%	0.11%	New
60	KARYOPHARM THERAPEUTICS INC COM NEW KPTI	KPTI	257,154	$1.1m0.11%	0.11%	Unchanged
61	ITEOS THERAPEUTICS INC COM ITOS	ITOS	109,324	$1.1m0.11%	0.11%	Reduced -110.9k	-110,872 -50.4%
62	FORTREA HLDGS INC COMMON STOCK FTRE	FTRE	219,384	$1.1m0.11%	0.11%	Reduced -73.9k	-73,891 -25.2%
63	PUMA BIOTECHNOLOGY INC COM PBYI	PBYI	240,688	$825.6k0.08%	0.08%	Reduced -35.1k	-35,100 -12.7%
64	ARCTURUS THERAPEUTICS HLDGS COM ARCT	ARCT	48,364	$629.2k0.06%	0.06%	New
65	EHEALTH INC COM EHTH	EHTH	128,322	$558.2k0.06%	0.06%	Added +39.1k	+39,102 43.8%
66	MODIVCARE INC COM MODVQ	MODVQ	100,000	$312.0k0.03%	0.03%	New
67	AC IMMUNE SA SHS ACIU	ACIU	100,752	$204.5k0.02%	0.02%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
NEUROCRINE BIOSCIENCES INC NBIX	NBIX	167,243	$18.5m167.2k shares
INVESCO QQQ TR QQQ	QQQ	24,003	$11.3m24.0k shares
ALIGN TECHNOLOGY INC ALGN	ALGN	49,277	$7.8m49.3k shares
TELEFLEX INCORPORATED TFX	TFX	56,630	$7.8m56.6k shares
NOVAVAX INC NVAX	NVAX	365,523	$2.3m365.5k shares
AMARIN CORP PLC		3,399,204	$1.5m3.4m shares
XOMA ROYALTY CORPORATION XOMA	XOMA	45,017	$897.2k45.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO QQQ TR QQQ · Put	QQQ	Put	172,200	$95.0m172.2k 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