Eversept Partners, LP — 13F Holdings & Portfolio

CIK 1697013 · latest 13F-HR filed 2026-05-15

Eversept Partners, LP manages $1.90B in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are UTHR (8.26%), QQQ (7.26%), ABVX (5.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 32 new positions, exited 31, added to 24, and trimmed 42.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.90B

Long-equity book

Holdings

120

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+32 / −31 / ↑24 / ↓42

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BROOKDALE SR LIVING INC$44.8M +1106.7%
  • UNITED THERAPEUTICS CORP DEL$33.6M +27.3%
  • CELLDEX THERAPEUTICS INC NEW$17.7M +45.5%
  • ABIVAX SA$15.3M +17.3%
  • INSULET CORP$8.9M +41.8%
Show all 24

Top Trims

  • VERA THERAPEUTICS INC-$68.2M -43.8%
  • VIRIDIAN THERAPEUTICS INC-$41.5M -74.8%
  • GSK PLC-$32.9M -25.0%
  • BRUKER CORP-$32.7M -88.6%
  • TRAVERE THERAPEUTICS INC-$28.8M -64.1%
Show all 42

New Positions

  • WELLTOWER INC$35.8M
  • HEALTHPEAK PROPERTIES INC$32.5M
  • OMEGA HEALTHCARE INVS INC$25.7M
  • QIAGEN NV$21.8M
  • REPLIGEN CORP$14.2M
Show all 32

Exited Positions

  • DANAHER CORPORATION$42.6M
  • EXACT SCIENCES CORP$24.5M
  • CIDARA THERAPEUTICS INC$21.8M
  • TEVA PHARMACEUTICAL INDS LTD$20.6M
  • UNITEDHEALTH GROUP INC$20.1M
Show all 31
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UNITED THERAPEUTICS CORP DEL UTHR 91307C102 $156.7M 8.26% 264,271 SH
2 INVESCO QQQ TR Put QQQ 46090E103 $137.8M 7.26% 238,700 SH
3 ABIVAX SA ABVX 00370M103 $104.0M 5.49% 934,423 SH
4 GSK PLC GSK 37733W204 $98.5M 5.20% 1,785,175 SH
5 VERA THERAPEUTICS INC VERA 92337R101 $87.4M 4.61% 2,173,286 SH
6 NATERA INC NTRA 632307104 $76.9M 4.06% 384,713 SH
7 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $69.6M 3.67% 107,000 SH
8 SYNDAX PHARMACEUTICALS INC SNDX 87164F105 $67.4M 3.55% 2,885,622 SH
9 CELLDEX THERAPEUTICS INC NEW CLDX 15117B202 $56.7M 2.99% 1,788,016 SH
10 VAXCYTE INC PCVX 92243G108 $53.7M 2.83% 924,193 SH
11 BROOKDALE SR LIVING INC BKD 112463104 $48.8M 2.57% 3,568,555 SH
12 IONIS PHARMACEUTICALS INC IONS 462222100 $47.5M 2.50% 632,100 SH
13 VERTEX PHARMACEUTICALS INC Call VRTX 92532F100 $40.2M 2.12% 90,000 SH
14 HCA HEALTHCARE INC HCA 40412C101 $37.5M 1.98% 79,229 SH
15 ISHARES TR Put TLT 464287432 $37.2M 1.96% 428,800 SH
16 WELLTOWER INC WELL 95040Q104 $35.8M 1.89% 180,953 SH
17 HEALTHPEAK PROPERTIES INC DOC 42250P103 $32.5M 1.72% 1,981,070 SH
18 INSULET CORP PODD 45784P101 $30.1M 1.59% 143,546 SH
19 BIOCRYST PHARMACEUTICALS INC BCRX 09058V103 $28.9M 1.53% 3,039,820 SH
20 GERON CORP GERN 374163103 $28.1M 1.48% 18,834,883 SH
21 OMEGA HEALTHCARE INVS INC OHI 681936100 $25.7M 1.35% 585,680 SH
22 LIQUIDIA CORPORATION LQDA 53635D202 $25.6M 1.35% 677,392 SH
23 COMMUNITY HEALTH SYS INC NEW CYH 203668108 $25.5M 1.35% 8,677,281 SH
24 AVANTOR INC AVTR 05352A100 $23.3M 1.23% 2,974,287 SH
25 QIAGEN NV QGEN N72482156 $21.8M 1.15% 545,330 SH
26 QIAGEN NV Call QGEN N72482156 $19.1M 1.01% 476,300 SH
27 ENCOMPASS HEALTH CORP EHC 29261A100 $18.8M 0.99% 194,104 SH
28 ELI LILLY & CO LLY 532457108 $17.5M 0.92% 19,000 SH
29 TRAVERE THERAPEUTICS INC TVTX 89422G107 $16.1M 0.85% 542,610 SH
30 INSMED INC Call INSM 457669307 $15.4M 0.81% 94,000 SH
31 CYTOMX THERAPEUTICS INC. CTMX 23284F105 $15.0M 0.79% 3,188,514 SH
32 ISHARES TR Put HYG 464288513 $14.3M 0.76% 180,000 SH
33 REPLIGEN CORP RGEN 759916109 $14.2M 0.75% 120,785 SH
34 BETA BIONICS INC BBNX 08659B102 $14.2M 0.75% 1,414,838 SH
35 VIRIDIAN THERAPEUTICS INC VRDN 92790C104 $14.0M 0.74% 713,269 SH
36 ARCUTIS BIOTHERAPEUTICS INC ARQT 03969K108 $13.6M 0.72% 576,580 SH
37 ARDELYX INC ARDX 039697107 $13.4M 0.70% 2,229,446 SH
38 LTC PPTYS INC LTC 502175102 $11.9M 0.63% 321,046 SH
39 BIOMARIN PHARMACEUTICAL INC BMRN 09061G101 $11.7M 0.62% 207,768 SH
40 CHEMED CORP NEW CHE 16359R103 $11.7M 0.62% 31,057 SH
41 PHARVARIS N V PHVS N69605108 $11.5M 0.61% 406,960 SH
42 UNITEDHEALTH GROUP INC Call UNH 91324P102 $10.8M 0.57% 40,000 SH
43 ISHARES TR Put IWM 464287655 $9.9M 0.52% 40,000 SH
44 PENNANT GROUP INC PNTG 70805E109 $9.5M 0.50% 312,178 SH
45 SELECT SECTOR SPDR TR Put XLK 81369Y803 $9.3M 0.49% 70,000 SH
46 NEWAMSTERDAM PHARMA COMPANY NAMS N62509109 $9.1M 0.48% 285,764 SH
47 PALISADE BIO INC PALI 696389402 $8.7M 0.46% 4,987,499 SH
48 MODERNA INC MRNA 60770K107 $8.1M 0.43% 159,708 SH
49 VIKING THERAPEUTICS INC VKTX 92686J106 $7.8M 0.41% 239,110 SH
50 ICON PLC ICLR G4705A100 $7.6M 0.40% 68,688 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.90B 120 0001697013-26-000003
2025-12-31 2026-02-17 $1.98B 107 0001697013-26-000002
2025-09-30 2025-11-14 $1.45B 86 0001697013-25-000010