Eversept Partners, LP — 13F Holdings & Portfolio
CIK 1697013 · latest 13F-HR filed 2026-08-14
Eversept Partners, LP manages $1.93B in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UTHR (8.09%), ABVX (6.32%), EHC (5.38%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions, exited 21, added to 47, and trimmed 30.
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.
$1.93B
Long-equity book
120
Distinct positions
2026-06-30
Filed 2026-08-14
+32 / −21 / ↑47 / ↓30
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- ENSIGN GROUP INC$93.5M +3144.9%
- ENCOMPASS HEALTH CORP$85.0M +452.8%
- TRAVERE THERAPEUTICS INC$29.3M +181.6%
- ABIVAX SA$17.7M +17.0%
- TENET HEALTHCARE CORP$15.8M +283.6%
Top Trims
- GSK PLC-$73.3M -74.4%
- NATERA INC-$29.2M -38.0%
- VAXCYTE INC-$17.1M -31.8%
- WELLTOWER INC-$16.0M -44.6%
- REPLIGEN CORP-$12.3M -86.2%
New Positions
- CARETRUST REIT INC$43.3M
- UNITEDHEALTH GROUP INC$21.3M
- COGENT BIOSCIENCES INC$19.0M
- INSMED INC$15.9M
- AMN HEALTHCARE SVCS INC$13.9M
Exited Positions
- HEALTHPEAK PROPERTIES INC$32.5M
- AVANTOR INC$23.3M
- QIAGEN NV$21.8M
- ICON PLC$7.6M
- AGIOS PHARMACEUTICALS INC$6.8M
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 | $155.9M | 8.09% | 287,668 | SH |
| 2 | ABIVAX SA | ABVX | 00370M103 | $121.8M | 6.32% | 913,880 | SH |
| 3 | ENCOMPASS HEALTH CORP | EHC | 29261A100 | $103.8M | 5.38% | 1,026,919 | SH |
| 4 | ENSIGN GROUP INC | ENSG | 29358P101 | $96.5M | 5.01% | 602,079 | SH |
| 5 | VERA THERAPEUTICS INC | VERA | 92337R101 | $94.9M | 4.93% | 2,212,770 | SH |
| 6 | INVESCO QQQ TR Put | QQQ | 46090E103 | $72.6M | 3.77% | 98,600 | SH |
| 7 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $66.5M | 3.45% | 1,785,941 | SH |
| 8 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $61.2M | 3.17% | 2,798,210 | SH |
| 9 | BROOKDALE SR LIVING INC | BKD | 112463104 | $54.6M | 2.84% | 3,396,470 | SH |
| 10 | IONIS PHARMACEUTICALS INC | IONS | 462222100 | $52.7M | 2.73% | 664,684 | SH |
| 11 | NATERA INC | NTRA | 632307104 | $47.7M | 2.48% | 175,807 | SH |
| 12 | TRAVERE THERAPEUTICS INC | TVTX | 89422G107 | $45.4M | 2.35% | 798,973 | SH |
| 13 | CARETRUST REIT INC | CTRE | 14174T107 | $43.3M | 2.24% | 1,072,015 | SH |
| 14 | HCA HEALTHCARE INC | HCA | 40412C101 | $38.3M | 1.99% | 98,252 | SH |
| 15 | VAXCYTE INC | PCVX | 92243G108 | $36.6M | 1.90% | 629,952 | SH |
| 16 | LIQUIDIA CORPORATION | LQDA | 53635D202 | $34.2M | 1.77% | 428,652 | SH |
| 17 | COMMUNITY HEALTH SYS INC NEW | CYH | 203668108 | $26.3M | 1.36% | 7,864,575 | SH |
| 18 | GSK PLC | GSK | 37733W204 | $25.3M | 1.31% | 481,833 | SH |
| 19 | CHEMED CORP NEW | CHE | 16359R103 | $24.5M | 1.27% | 52,523 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $24.1M | 1.25% | 20,116 | SH |
| 21 | GERON CORP | GERN | 374163103 | $24.0M | 1.24% | 18,717,422 | SH |
| 22 | VIKING THERAPEUTICS INC | VKTX | 92686J106 | $23.5M | 1.22% | 602,922 | SH |
| 23 | OMEGA HEALTHCARE INVS INC | OHI | 681936100 | $23.1M | 1.20% | 483,547 | SH |
| 24 | INSULET CORP | PODD | 45784P101 | $22.7M | 1.18% | 148,816 | SH |
| 25 | TENET HEALTHCARE CORP | THC | 88033G407 | $21.4M | 1.11% | 114,199 | SH |
| 26 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $21.3M | 1.10% | 51,145 | SH |
| 27 | WELLTOWER INC | WELL | 95040Q104 | $19.8M | 1.03% | 87,312 | SH |
| 28 | BETA BIONICS INC | BBNX | 08659B102 | $19.6M | 1.02% | 1,249,441 | SH |
| 29 | COGENT BIOSCIENCES INC | COGT | 19240Q201 | $19.0M | 0.98% | 490,235 | SH |
| 30 | BIOCRYST PHARMACEUTICALS INC | BCRX | 09058V103 | $18.7M | 0.97% | 1,865,653 | SH |
| 31 | MOLINA HEALTHCARE INC | MOH | 60855R100 | $18.4M | 0.96% | 80,594 | SH |
| 32 | PENNANT GROUP INC | PNTG | 70805E109 | $17.0M | 0.88% | 460,272 | SH |
| 33 | LTC PPTYS INC | LTC | 502175102 | $16.2M | 0.84% | 420,640 | SH |
| 34 | INSMED INC | INSM | 457669307 | $15.9M | 0.83% | 149,209 | SH |
| 35 | VIRIDIAN THERAPEUTICS INC | VRDN | 92790C104 | $15.3M | 0.79% | 831,142 | SH |
| 36 | BIOMARIN PHARMACEUTICAL INC | BMRN | 09061G101 | $14.3M | 0.74% | 249,607 | SH |
| 37 | AMN HEALTHCARE SVCS INC | AMN | 001744101 | $13.9M | 0.72% | 428,531 | SH |
| 38 | CELCUITY INC | CELC | 15102K100 | $13.4M | 0.69% | 127,931 | SH |
| 39 | PHARVARIS N V | PHVS | N69605108 | $13.4M | 0.69% | 386,383 | SH |
| 40 | CYTOMX THERAPEUTICS INC. | CTMX | 23284F105 | $13.3M | 0.69% | 3,558,497 | SH |
| 41 | HUMANA INC | HUM | 444859102 | $12.4M | 0.64% | 31,171 | SH |
| 42 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $11.9M | 0.62% | 196,532 | SH |
| 43 | CORVUS PHARMACEUTICALS INC | CRVS | 221015100 | $11.2M | 0.58% | 747,994 | SH |
| 44 | ASCENDIS PHARMA A/S | ASND | K08588103 | $11.1M | 0.58% | 41,621 | SH |
| 45 | BRUKER CORP | BRKR | 116794108 | $11.0M | 0.57% | 182,894 | SH |
| 46 | MODERNA INC | MRNA | 60770K107 | $10.7M | 0.55% | 152,122 | SH |
| 47 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $10.5M | 0.55% | 196,302 | SH |
| 48 | INSMED INC Call | INSM | 457669307 | $10.3M | 0.53% | 96,600 | SH |
| 49 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $10.2M | 0.53% | 217,185 | SH |
| 50 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $9.5M | 0.49% | 672,825 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.93B | 120 | 0001697013-26-000005 |
| 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 |
22ND FLOOR
NEW YORK, NY 10022