Eversept Partners, LP

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Eversept Partners, LP reported 115 stock positions worth $1.8 billion. Its top holding was United Therapeutics (UTHR) at 8.5% of the portfolio, followed by Abivax SA-ADR (ABVX, 6.6%) and Encompass Health (EHC, 5.7%). Compared with Q1 2026, it opened 31 new positions, sold out of 20, added to 37 and reduced 40. The biggest buy was Ensign (ENSG, shares +3979%) and the biggest sale GSK PLC-Spon ADR (GSK, shares −73%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001697013
Portfolio Value
$1.8B (Q2 2026)
SEC Filing
0001697013-26-000005 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.3B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $969.1M Q4 2024 Q1 2025: $883.7M Q1 2025 Q2 2025: $992.2M Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.8B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.8B $1.8B Q2 2026

Holdings 115 stocks · $1.8B
UTHR United Therapeutics Corp. 8.50% 287,668 $155.9M Add +8.8%
ABVX Abivax SA-ADR 6.64% 913,880 $121.8M Reduce -2.2%
EHC Encompass Health Corp. 5.66% 1,026,919 $103.8M Add +429.1%
ENSG The Ensign Group Inc. 5.26% 602,079 $96.5M Add +3978.8%
VERA Vera Therapeutics Inc. 5.18% 2,212,770 $94.9M Add +1.8%
CLDX Celldex Therapeutics Inc. 3.62% 1,785,941 $66.5M Reduce -0.1%
SNDX Syndax Pharmaceuticals Inc. 3.33% 2,798,210 $61.2M Reduce -3.0%
BKD Brookdale Senior Living Inc. 2.98% 3,396,470 $54.6M Reduce -4.8%
IONS Ionis Pharmaceuticals Inc. 2.87% 664,684 $52.7M Add +5.2%
NTRA Natera Inc. 2.60% 175,807 $47.7M Reduce -54.3%
TVTX Travere Therapeutics Inc. 2.47% 798,973 $45.4M Add +47.3%
CTRE Caretrust REIT Inc. 2.36% 1,072,015 $43.3M New
HCA HCA Healthcare Inc. 2.09% 98,252 $38.3M Add +24.0%
PCVX Vaxcyte Inc. 2.00% 629,952 $36.6M Reduce -31.8%
LQDA Liquidia Corp. 1.86% 428,652 $34.2M Reduce -36.7%
CYH Community Health Systems Inc. 1.43% 7,864,575 $26.3M Reduce -9.4%
GSK GSK PLC-Spon ADR 1.38% 481,833 $25.3M Reduce -73.0%
CHE Chemed Corp. 1.33% 52,523 $24.5M Add +69.1%
LLY Eli Lilly & Co. 1.32% 20,116 $24.1M Add +5.9%
GERN Geron Corp. 1.31% 18,717,422 $24.0M Reduce -0.6%
VKTX Viking Therapeutics Inc. 1.28% 602,922 $23.5M Add +152.2%
OHI Omega Healthcare Investors 1.26% 483,547 $23.1M Reduce -17.4%
PODD Insulet Corp. 1.24% 148,816 $22.7M Add +3.7%
THC Tenet Healthcare Corp. 1.16% 114,199 $21.4M Add +287.0%
UNH Unitedhealth Group Inc. 1.16% 51,145 $21.3M New
WELL Welltower Inc. 1.08% 87,312 $19.8M Reduce -51.8%
BBNX Beta Bionics Inc. 1.07% 1,249,441 $19.6M Reduce -11.7%
COGT Cogent Biosciences Inc. 1.03% 490,235 $19.0M New
BCRX Biocryst Pharmaceuticals Inc. 1.02% 1,865,653 $18.7M Reduce -38.6%
MOH Molina Healthcare Inc. 1.00% 80,594 $18.4M Add +145.6%
PNTG The Pennant Group Inc. 0.93% 460,272 $17.0M Add +47.4%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.88% 420,640 $16.2M Add +31.0%
INSM Insmed Inc. 0.87% 149,209 $15.9M New
VRDN Viridian Therapeutics Inc. 0.83% 831,142 $15.3M Add +16.5%
BMRN Biomarin Pharmaceutical Inc. 0.78% 249,607 $14.3M Add +20.1%
AMN Amn Healthcare Services Inc. 0.76% 428,531 $13.9M New
CELC Celcuity Inc. 0.73% 127,931 $13.4M New
PHVS Pharvaris NV 0.73% 386,383 $13.4M Reduce -5.1%
CTMX Cytomx Therapeutics Inc. 0.73% 3,558,497 $13.3M Add +11.6%
HUM Humana Inc. 0.68% 31,171 $12.4M New
XENE Xenon Pharmaceuticals Inc. 0.65% 196,532 $11.9M Add +51.7%
CRVS Corvus Pharmaceuticals Inc. 0.61% 747,994 $11.2M New
ASND Ascendis Pharma A/S 0.61% 41,621 $11.1M New
BRKR Bruker Corp. 0.60% 182,894 $11.0M Add +56.3%
MRNA Moderna Inc. 0.58% 152,122 $10.7M Reduce -4.8%
GPCR Structure Therapeutics Inc. 0.57% 196,302 $10.5M Add +42.2%
DFTX Definium Therapeutics Inc. 0.56% 217,185 $10.2M Add +35.1%
CMPS Compass Pathways PLC 0.52% 672,825 $9.5M Reduce -0.8%
NAMS Newamsterdam Pharma Co. NV 0.51% 275,471 $9.3M Reduce -3.6%
RVTY Revvity Inc. 0.51% 83,624 $9.3M Reduce -1.4%
PALI Palisade Bio Inc. 0.48% 4,182,785 $8.7M Reduce -16.1%
ARDX Ardelyx Inc. 0.47% 1,678,345 $8.6M Reduce -24.7%
MLYS Mineralys Therapeutics Inc. 0.46% 309,689 $8.4M New
RLAY Relay Therapeutics Inc. 0.44% 434,314 $8.1M Add +60.4%
NVO Novo-Nordisk A/S-Spons ADR 0.44% 169,227 $8.1M New
BHVN Biohaven Ltd. 0.42% 515,804 $7.7M New
PTGX Protagonist Therapeutics Inc. 0.39% 58,504 $7.2M New
ELVN Enliven Therapeutics Inc. 0.38% 136,631 $6.9M New
REPL Replimune Group Inc. 0.36% 590,252 $6.5M Add +76.3%
LBRX LB Pharmaceuticals Inc. 0.33% 183,663 $6.0M Add +83.3%
BEAM Beam Therapeutics Inc. 0.31% 166,289 $5.7M New
NHI Natl Health Investors Inc. filed as NATIONAL HEALTH INVS INC 0.29% 70,673 $5.4M New
RARE Ultragenyx Pharmaceutical Inc. 0.28% 154,130 $5.1M Add +146.3%
PACS Pacs Group Inc. 0.27% 117,441 $5.0M New
EQ Equillium Inc. 0.27% 1,520,824 $4.9M Add +1.5%
ANAB Anaptysbio Inc. 0.26% 69,983 $4.7M Add +158.3%
NHC National Healthcare Corp. 0.25% 22,116 $4.7M New
EYPT Eyepoint Inc. 0.23% 297,735 $4.3M New
SNDA Sonida Senior Living Inc. 0.23% 102,624 $4.2M Add +260.9%
GKOS Glaukos Corp. 0.22% 29,343 $4.1M Reduce -51.3%
AGL Agilon Health Inc. 0.22% 37,792 $4.1M Reduce -78.6%
ARQT Arcutis Biotherapeutics Inc. 0.19% 135,355 $3.5M Reduce -76.5%
TARS Tarsus Pharmaceuticals Inc. 0.19% 55,710 $3.5M New
ANRO Alto Neuroscience Inc. 0.18% 128,286 $3.4M Add +2.5%
SPRY Ars Pharmaceuticals Inc. 0.16% 377,007 $3.0M Add +176.7%
IFRX Inflarx NV 0.16% 1,304,069 $2.9M Reduce -25.9%
ISRG Intuitive Surgical Inc. 0.16% 7,241 $2.9M Reduce -34.9%
ALEC Alector Inc. 0.16% 1,423,873 $2.9M Add +5.4%
VOR Vor Biopharma Inc. 0.15% 149,681 $2.8M New
DSGN Design Therapeutics Inc. 0.15% 190,000 $2.7M New
KPTI Karyopharm Therapeutics Inc. 0.15% 276,174 $2.7M No change
PMVP PMV Pharmaceuticals Inc. 0.14% 1,890,904 $2.5M Reduce -19.5%
CTNM Contineum Therapeutics Inc. Class A 0.13% 148,017 $2.4M Add +1.1%
EVMN Evommune Inc. 0.13% 174,460 $2.3M Add +219.1%
AMRN Amarin Corp. PLC -ADR 0.13% 145,296 $2.3M Reduce -1.6%
SPRB Spruce Biosciences Inc. 0.12% 40,000 $2.2M New
RGEN Repligen Corp. 0.11% 14,401 $2.0M Reduce -88.1%
IVVD Invivyd Inc. 0.11% 2,237,015 $2.0M Reduce -1.7%
PRQR Proqr Therapeutics NV 0.10% 1,022,265 $1.9M New
GRCE Grace Therapeutics Inc. 0.10% 772,900 $1.8M Add +2.1%
AVR Anteris Technologies Global 0.09% 166,229 $1.6M Reduce -58.6%
VIR Vir Biotechnology Inc. 0.09% 156,636 $1.6M Reduce -37.4%
EDIT Editas Medicine Inc. 0.08% 458,809 $1.5M Add +57.7%
WHWK Whitehawk Therapeutics Inc. 0.08% 303,306 $1.4M Reduce -1.1%
TECH Bio-Techne Corp. 0.07% 19,308 $1.4M Reduce -84.7%
RVMD Revolution Medicines Inc. 0.07% 6,943 $1.3M New
SVRA Savara Inc. 0.07% 204,428 $1.3M Reduce -46.8%
SRZN Surrozen Inc. 0.07% 47,777 $1.2M Reduce -18.5%
INO Inovio Pharmaceuticals Inc. 0.06% 1,035,360 $1.1M No change
PLRX Pliant Therapeutics Inc. 0.06% 891,425 $1.0M No change

Show all 115 holdings

Options reported separately and not counted above: QQQ puts ($72.6M), INSM calls ($10.3M), XBI puts ($4.9M), UHS puts ($2.8M), QGEN calls ($2.7M).

Portfolio Sells Q1 2026 → Q2 2026
GSK GSK PLC-Spon ADR Reduce -73.0% 1.38% −5.12
NTRA Natera Inc. Reduce -54.3% 2.60% −2.47
DOC Healthpeak Properties Inc. Sold out 0.00% −2.15
PCVX Vaxcyte Inc. Reduce -31.8% 2.00% −1.54
AVTR Avantor Inc. Sold out 0.00% −1.54
QGEN Qiagen N.V. Sold out 0.00% −1.44
WELL Welltower Inc. Reduce -51.8% 1.08% −1.28
SNDX Syndax Pharmaceuticals Inc. Reduce -3.0% 3.33% −1.11
BCRX Biocryst Pharmaceuticals Inc. Reduce -38.6% 1.02% −0.89
RGEN Repligen Corp. Reduce -88.1% 0.11% −0.83
ARQT Arcutis Biotherapeutics Inc. Reduce -76.5% 0.19% −0.70
GERN Geron Corp. Reduce -0.6% 1.31% −0.54
ICLR Icon PLC Sold out 0.00% −0.50
AGIO Agios Pharmaceuticals Inc. Sold out 0.00% −0.45
OHI Omega Healthcare Investors Reduce -17.4% 1.26% −0.43
ARDX Ardelyx Inc. Reduce -24.7% 0.47% −0.41
TECH Bio-Techne Corp. Reduce -84.7% 0.07% −0.36
MDGL Madrigal Pharmaceuticals Inc. Sold out 0.00% −0.34
ESPR Esperion Therapeutics Inc. Sold out 0.00% −0.31
HQY Healthequity Inc. Sold out 0.00% −0.28
DAWN Day One Biopharmaceuticals I Sold out 0.00% −0.26
CYH Community Health Systems Inc. Reduce -9.4% 1.43% −0.25
CNC Centene Corp. Sold out 0.00% −0.24
BKD Brookdale Senior Living Inc. Reduce -4.8% 2.98% −0.24
ABVX Abivax SA-ADR Reduce -2.2% 6.64% −0.22
EHAB Enhabit Inc. Sold out 0.00% −0.21
GKOS Glaukos Corp. Reduce -51.3% 0.22% −0.20
ENGN Engene Therapeutics Inc. Reduce -8.0% 0.04% −0.18
ISRG Intuitive Surgical Inc. Reduce -34.9% 0.16% −0.18
STRO Sutro Biopharma Inc. Sold out 0.00% −0.12
CLDX Celldex Therapeutics Inc. Reduce -0.1% 3.62% −0.11
PALI Palisade Bio Inc. Reduce -16.1% 0.48% −0.10
NVCR Novocure Ltd. Sold out 0.00% −0.10
BVS Bioventus Inc. Class A Sold out 0.00% −0.10
NAMS Newamsterdam Pharma Co. NV Reduce -3.6% 0.51% −0.09
RLMD Relmada Therapeutics Inc. Reduce -66.5% 0.04% −0.09
IVVD Invivyd Inc. Reduce -1.7% 0.11% −0.09
IMCR Immunocore Holdings PLC-ADR Sold out 0.00% −0.08
SVRA Savara Inc. Reduce -46.8% 0.07% −0.07
TYRA Tyra Biosciences Inc. Sold out 0.00% −0.07
PASG Passage Bio Inc. Sold out 0.00% −0.07
DHC Diversified Healthcare Trust Sold out 0.00% −0.07
INMD Inmode Ltd. Sold out 0.00% −0.06
VIR Vir Biotechnology Inc. Reduce -37.4% 0.09% −0.06
AVR Anteris Technologies Global Reduce -58.6% 0.09% −0.06
PMVP PMV Pharmaceuticals Inc. Reduce -19.5% 0.14% −0.05
ASMB Assembly Biosciences Inc. Reduce -59.6% 0.02% −0.05
SRZN Surrozen Inc. Reduce -18.5% 0.07% −0.04
PHVS Pharvaris NV Reduce -5.1% 0.73% −0.03
AMRN Amarin Corp. PLC -ADR Reduce -1.6% 0.13% −0.01

Portfolio Buys Q1 2026 → Q2 2026
ENSG The Ensign Group Inc. Add +3978.8% 5.26% +5.07
EHC Encompass Health Corp. Add +429.1% 5.66% +4.42
CTRE Caretrust REIT Inc. New 2.36% +2.36
TVTX Travere Therapeutics Inc. Add +47.3% 2.47% +1.41
UNH Unitedhealth Group Inc. New 1.16% +1.16
COGT Cogent Biosciences Inc. New 1.03% +1.03
INSM Insmed Inc. New 0.87% +0.87
THC Tenet Healthcare Corp. Add +287.0% 1.16% +0.80
VKTX Viking Therapeutics Inc. Add +152.2% 1.28% +0.77
AMN Amn Healthcare Services Inc. New 0.76% +0.76
CELC Celcuity Inc. New 0.73% +0.73
MOH Molina Healthcare Inc. Add +145.6% 1.00% +0.72
HUM Humana Inc. New 0.68% +0.68
CRVS Corvus Pharmaceuticals Inc. New 0.61% +0.61
ASND Ascendis Pharma A/S New 0.61% +0.61
CHE Chemed Corp. Add +69.1% 1.33% +0.56
MLYS Mineralys Therapeutics Inc. New 0.46% +0.46
NVO Novo-Nordisk A/S-Spons ADR New 0.44% +0.44
BHVN Biohaven Ltd. New 0.42% +0.42
PTGX Protagonist Therapeutics Inc. New 0.39% +0.39
ELVN Enliven Therapeutics Inc. New 0.38% +0.38
DFTX Definium Therapeutics Inc. Add +35.1% 0.56% +0.36
BRKR Bruker Corp. Add +56.3% 0.60% +0.32
BEAM Beam Therapeutics Inc. New 0.31% +0.31
PNTG The Pennant Group Inc. Add +47.4% 0.93% +0.30
NHI Natl Health Investors Inc. New 0.29% +0.29
PACS Pacs Group Inc. New 0.27% +0.27
RLAY Relay Therapeutics Inc. Add +60.4% 0.44% +0.27
NHC National Healthcare Corp. New 0.25% +0.25
EYPT Eyepoint Inc. New 0.23% +0.23
RARE Ultragenyx Pharmaceutical Inc. Add +146.3% 0.28% +0.19
TARS Tarsus Pharmaceuticals Inc. New 0.19% +0.19
REPL Replimune Group Inc. Add +76.3% 0.36% +0.19
SNDA Sonida Senior Living Inc. Add +260.9% 0.23% +0.17
LLY Eli Lilly & Co. Add +5.9% 1.32% +0.16
LBRX LB Pharmaceuticals Inc. Add +83.3% 0.33% +0.16
ANAB Anaptysbio Inc. Add +158.3% 0.26% +0.16
VOR Vor Biopharma Inc. New 0.15% +0.15
XENE Xenon Pharmaceuticals Inc. Add +51.7% 0.65% +0.15
DSGN Design Therapeutics Inc. New 0.15% +0.15
GPCR Structure Therapeutics Inc. Add +42.2% 0.57% +0.14
SPRB Spruce Biosciences Inc. New 0.12% +0.12
PRQR Proqr Therapeutics NV New 0.10% +0.10
LTC LTC Properties Inc. Add +31.0% 0.88% +0.10
SPRY Ars Pharmaceuticals Inc. Add +176.7% 0.16% +0.09
RVMD Revolution Medicines Inc. New 0.07% +0.07
EQ Equillium Inc. Add +1.5% 0.27% +0.07
HELP Cybin Inc. New 0.05% +0.05
ODTX Odyssey Therapeutics Inc. New 0.05% +0.05
EVMN Evommune Inc. Add +219.1% 0.13% +0.04

Options Activity Q1 2026 → Q2 2026
QQQ Invesco QQQ Trust Series 1 put Reduce -58.7% 98,600 $72.6M
SPY SS SPDR S&P 500 ETF Trust-US put Sold out 107,000 $69.6Mbefore exit
VRTX Vertex Pharmaceuticals Inc. call Sold out 90,000 $40.2Mbefore exit
TLT iShares 20+ Year Treasury BD put Sold out 428,800 $37.2Mbefore exit
HYG Ishr Ibx Usd Hiyld CB ETF-Ui put Sold out 180,000 $14.3Mbefore exit
UNH Unitedhealth Group Inc. call Sold out 40,000 $10.8Mbefore exit
INSM Insmed Inc. call Add +2.8% 96,600 $10.3M
IWM iShares Russell 2000 ETF put Sold out 40,000 $9.9Mbefore exit
XLK SS Technology Select Sector put Sold out 70,000 $9.3Mbefore exit
XBI SS SPDR S&P Biotech ETF put Add +3.3% 31,000 $4.9M
PRAX Praxis Precision Medicines I put Sold out 14,800 $4.8Mbefore exit
XLE SS Energy Select Sector call Sold out 50,000 $3.1Mbefore exit
UHS Universal Health Services-B put Add +3.3% 18,800 $2.8M
QGEN Qiagen N.V. call Reduce -85.7% 68,100 $2.7M
REPL Replimune Group Inc. call Sold out 52,000 $398Kbefore exit
KPTI Karyopharm Therapeutics Inc. call Sold out 23,800 $133Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 115$1.8BUTHR, ABVX, EHC, ENSG, VERA
Q1 2026 104$1.5BUTHR, ABVX, GSK, VERA, NTRA
Q4 2025 103$1.8BVERA, GSK, UTHR, ABVX, NTRA
Q3 2025 83$1.3BUTHR, GSK, NTRA, VERA, SNDX
Q2 2025 67$992.2MNTRA, GSK, VERA, RVTY, PCVX
Q1 2025 55$883.7MNTRA, GSK, HCA, SNDX, VERA
Q4 2024 62$969.1MNTRA, GSK, VERA, INSP, HCA
Q3 2024 65$1.3BGSK, NTRA, VERA, INSM, SNDX
Q2 2024 72$1.3BGSK, NTRA, INSM, TEVA, UTHR
Q1 2024 68$1.3BNTRA, GSK, INSP, TEVA, VERA