Eversept Partners, LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Eversept Partners, LP reported 68 stock positions worth $1.3 billion. Its top holding was Natera (NTRA) at 12.2% of the portfolio, followed by GSK PLC-Spon ADR (GSK, 12.1%) and Inspire Medical Systems (INSP, 6.8%). Compared with Q4 2023, it opened 17 new positions, sold out of 4, added to 20 and reduced 29. The biggest buy was a new position in Pfizer (PFE) and the biggest sale an exit from Immunogen (IMGN).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $1.3B (Q1 2024)
- SEC Filing
- 0001697013-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 68 stocks · $1.3B
| NTRA Natera Inc. | 12.15% | 1,778,051 | $162.6M | Reduce -21.0% |
| GSK GSK PLC-Spon ADR | 12.08% | 3,771,994 | $161.7M | Add +26.9% |
| INSP Inspire Medical Systems Inc. | 6.75% | 420,699 | $90.4M | Add +19.8% |
| TEVA Teva Pharmaceutical-SP ADR | 6.35% | 6,025,169 | $85.0M | Reduce -2.1% |
| VERA Vera Therapeutics Inc. | 5.88% | 1,823,781 | $78.6M | Reduce -4.8% |
| SNDX Syndax Pharmaceuticals Inc. | 5.57% | 3,133,113 | $74.6M | Reduce -7.4% |
| UTHR United Therapeutics Corp. | 4.31% | 251,135 | $57.7M | Add +2.0% |
| RVTY Revvity Inc. | 3.79% | 483,160 | $50.7M | Add +163.9% |
| TECH Bio-Techne Corp. | 3.20% | 607,687 | $42.8M | Add +30.6% |
| HCA HCA Healthcare Inc. | 2.59% | 103,821 | $34.6M | Reduce -9.6% |
| HQY Healthequity Inc. | 2.57% | 421,345 | $34.4M | Reduce -14.9% |
| PFE Pfizer Inc. | 2.29% | 1,102,042 | $30.6M | New |
| CLDX Celldex Therapeutics Inc. | 2.23% | 711,115 | $29.8M | Reduce -5.7% |
| CYH Community Health Systems Inc. | 2.09% | 7,980,641 | $27.9M | Add +10.4% |
| SWAV Shockwave Medical Inc. | 1.96% | 80,555 | $26.2M | Add +6.2% |
| ARGX Argenx SE - ADR | 1.60% | 54,518 | $21.5M | Reduce -36.5% |
| THC Tenet Healthcare Corp. | 1.38% | 175,631 | $18.5M | Reduce -6.2% |
| IONS Ionis Pharmaceuticals Inc. | 1.22% | 376,438 | $16.3M | Add +15.9% |
| VTRS Viatris Inc. | 1.17% | 1,316,469 | $15.7M | New |
| PCVX Vaxcyte Inc. | 1.01% | 197,331 | $13.5M | Reduce -15.6% |
| HUM Humana Inc. | 0.92% | 35,532 | $12.3M | Add +1756.4% |
| PTGX Protagonist Therapeutics Inc. | 0.89% | 411,478 | $11.9M | Reduce -23.5% |
| TARO Taro Pharmaceutical Indus | 0.83% | 263,541 | $11.2M | Add +3.0% |
| MNKD Mannkind Corp. | 0.81% | 2,391,128 | $10.8M | New |
| DHR Danaher Corp. | 0.76% | 40,855 | $10.2M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.75% | 12,877 | $10.0M | New |
| ZIMV Zimvie Inc. | 0.70% | 564,498 | $9.3M | Add +3.3% |
| GH Guardant Health Inc. | 0.69% | 449,586 | $9.3M | New |
| BKD Brookdale Senior Living Inc. | 0.65% | 1,318,765 | $8.7M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.63% | 353,965 | $8.4M | Reduce -5.5% |
| IMVT Immunovant Inc. | 0.62% | 255,526 | $8.3M | Add +124.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.60% | 62,344 | $8.0M | New |
| KPTI Karyopharm Therapeutics Inc. | 0.57% | 5,016,320 | $7.6M | New |
| PBYI Puma Biotechnology Inc. | 0.56% | 1,426,497 | $7.6M | Reduce -15.8% |
| ELV Elevance Health Inc. | 0.56% | 14,393 | $7.5M | Reduce -4.6% |
| TVTX Travere Therapeutics Inc. | 0.55% | 955,618 | $7.4M | New |
| CNC Centene Corp. | 0.54% | 92,786 | $7.3M | Reduce -4.5% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.54% | 1,432,427 | $7.3M | Reduce -6.3% |
| GOSS Gossamer Bio Inc. | 0.53% | 5,994,472 | $7.1M | Reduce -6.8% |
| TSHA Taysha Gene Therapies Inc. | 0.50% | 2,325,591 | $6.7M | Reduce -38.5% |
| TSVT 2SEVENTY Bio Inc. | 0.47% | 1,177,678 | $6.3M | Add +3.4% |
| STRO Sutro Biopharma Inc. Com SHS | 0.46% | 1,091,419 | $6.2M | Add +3.3% |
| LQDA Liquidia Corp. | 0.44% | 396,187 | $5.8M | Reduce -42.5% |
| NVRO Nevro LLC filed as NEVRO CORP | 0.42% | 389,663 | $5.6M | New |
| AMARIN CORP PLC | 0.41% | 6,212,748 | $5.5M | Add +1.9% |
| MRUS Merus NV | 0.40% | 119,482 | $5.4M | Add +3.3% |
| ICLR Icon PLC | 0.39% | 15,347 | $5.2M | Reduce -0.5% |
| WAT Waters Corp. | 0.35% | 13,628 | $4.7M | Reduce -50.8% |
| STOK Stoke Therapeutics Inc. | 0.29% | 290,000 | $3.9M | New |
| CRBP Corbus Pharmaceuticals Holdi | 0.26% | 88,934 | $3.5M | New |
| KRYS Krystal Biotech Inc. | 0.25% | 18,557 | $3.3M | Reduce -77.0% |
| ALEC Alector Inc. | 0.24% | 536,171 | $3.2M | New |
| AVTR Avantor Inc. | 0.24% | 125,394 | $3.2M | Reduce -0.5% |
| IQV Iqvia Holdings Inc. | 0.23% | 12,178 | $3.1M | Reduce -0.7% |
| MOR Morphosys AG ADR | 0.22% | 165,924 | $3.0M | New |
| VRDN Viridian Therapeutics Inc. | 0.19% | 142,075 | $2.5M | Add +3.5% |
| MOH Molina Healthcare Inc. | 0.18% | 5,828 | $2.4M | Reduce -4.7% |
| XOMA Xoma Royalty Corporation filed as XOMA CORP DEL | 0.17% | 97,065 | $2.3M | Add +3.6% |
| IFRX Inflarx NV | 0.15% | 1,305,140 | $2.0M | No change |
| VKTX Viking Therapeutics Inc. | 0.14% | 22,818 | $1.9M | New |
| TERN Terns Pharmaceuticals Inc. | 0.14% | 283,034 | $1.9M | New |
| AEROVATE THERAPEUTICS INC | 0.12% | 54,150 | $1.6M | Add +7.8% |
| CVAC Curevac NV | 0.12% | 515,691 | $1.6M | Add +3.8% |
| RGEN Repligen Corp. | 0.11% | 8,237 | $1.5M | Reduce -17.5% |
| MCRB Seres Therapeutics Inc. | 0.08% | 1,388,944 | $1.1M | Reduce -20.8% |
| AFMDQ Affimed NV | 0.07% | 166,460 | $882K | Reduce -0.7% |
| VINCERX PHARMA INC | 0.03% | 79,588 | $403K | New |
| ACIU Ac Immune SA | 0.03% | 124,589 | $369K | No change |
Options reported separately and not counted above: QQQ puts ($145.1M), SPY puts ($15.8M).
Portfolio Sells Q4 2023 → Q1 2024
| IMGN Immunogen Inc. | Sold out | 0.00% | −2.18 |
| NTRA Natera Inc. | Reduce -21.0% | 12.15% | −1.68 |
| ARGX Argenx SE - ADR | Reduce -36.5% | 1.60% | −1.60 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -7.4% | 5.57% | −1.60 |
| ILMN Illumina Inc. | Sold out | 0.00% | −1.18 |
| KRYS Krystal Biotech Inc. | Reduce -77.0% | 0.25% | −0.74 |
| CLDX Celldex Therapeutics Inc. | Reduce -5.7% | 2.23% | −0.70 |
| HQY Healthequity Inc. | Reduce -14.9% | 2.57% | −0.65 |
| WAT Waters Corp. | Reduce -50.8% | 0.35% | −0.54 |
| A Agilent Technologies Inc. | Sold out | 0.00% | −0.52 |
| HCA HCA Healthcare Inc. | Reduce -9.6% | 2.59% | −0.46 |
| PCVX Vaxcyte Inc. | Reduce -15.6% | 1.01% | −0.43 |
| LQDA Liquidia Corp. | Reduce -42.5% | 0.44% | −0.38 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -6.3% | 0.54% | −0.35 |
| PTGX Protagonist Therapeutics Inc. | Reduce -23.5% | 0.89% | −0.32 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.28 |
| DHR Danaher Corp. | Reduce -0.5% | 0.76% | −0.17 |
| CNC Centene Corp. | Reduce -4.5% | 0.54% | −0.16 |
| MCRB Seres Therapeutics Inc. | Reduce -20.8% | 0.08% | −0.16 |
| TSHA Taysha Gene Therapies Inc. | Reduce -38.5% | 0.50% | −0.16 |
| PBYI Puma Biotechnology Inc. | Reduce -15.8% | 0.56% | −0.15 |
| ELV Elevance Health Inc. | Reduce -4.6% | 0.56% | −0.14 |
| RGEN Repligen Corp. | Reduce -17.5% | 0.11% | −0.06 |
| IQV Iqvia Holdings Inc. | Reduce -0.7% | 0.23% | −0.05 |
| GOSS Gossamer Bio Inc. | Reduce -6.8% | 0.53% | −0.05 |
| ICLR Icon PLC | Reduce -0.5% | 0.39% | −0.04 |
| AVTR Avantor Inc. | Reduce -0.5% | 0.24% | −0.04 |
| MOH Molina Healthcare Inc. | Reduce -4.7% | 0.18% | −0.04 |
| AFMDQ Affimed NV | Reduce -0.7% | 0.07% | −0.04 |
| THC Tenet Healthcare Corp. | Reduce -6.2% | 1.38% | −0.01 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -2.1% | 6.35% | +0.05 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -5.5% | 0.63% | +0.22 |
| VERA Vera Therapeutics Inc. | Reduce -4.8% | 5.88% | +2.99 |
Portfolio Buys Q4 2023 → Q1 2024
| PFE Pfizer Inc. | New | 2.29% | +2.29 |
| RVTY Revvity Inc. | Add +163.9% | 3.79% | +1.83 |
| GSK GSK PLC-Spon ADR | Add +26.9% | 12.08% | +1.28 |
| VTRS Viatris Inc. | New | 1.17% | +1.17 |
| HUM Humana Inc. | Add +1756.4% | 0.92% | +0.83 |
| MNKD Mannkind Corp. | New | 0.81% | +0.81 |
| LLY Eli Lilly & Co. | New | 0.75% | +0.75 |
| GH Guardant Health Inc. | New | 0.69% | +0.69 |
| BKD Brookdale Senior Living Inc. | New | 0.65% | +0.65 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.60% | +0.60 |
| KPTI Karyopharm Therapeutics Inc. | New | 0.57% | +0.57 |
| TVTX Travere Therapeutics Inc. | New | 0.55% | +0.55 |
| SWAV Shockwave Medical Inc. | Add +6.2% | 1.96% | +0.54 |
| NVRO Nevro LLC | New | 0.42% | +0.42 |
| STOK Stoke Therapeutics Inc. | New | 0.29% | +0.29 |
| CRBP Corbus Pharmaceuticals Holdi | New | 0.26% | +0.26 |
| ALEC Alector Inc. | New | 0.24% | +0.24 |
| MOR Morphosys AG ADR | New | 0.22% | +0.22 |
| IMVT Immunovant Inc. | Add +124.5% | 0.62% | +0.15 |
| VKTX Viking Therapeutics Inc. | New | 0.14% | +0.14 |
| TERN Terns Pharmaceuticals Inc. | New | 0.14% | +0.14 |
| MRUS Merus NV | Add +3.3% | 0.40% | +0.09 |
| VINCERX PHARMA INC | New | 0.03% | +0.03 |
| STRO Sutro Biopharma Inc. Com SHS | Add +3.3% | 0.46% | +0.02 |
| AEROVATE THERAPEUTICS INC | Add +7.8% | 0.12% | +0.01 |
| XOMA Xoma Royalty Corporation | Add +3.6% | 0.17% | +0.00 |
| TSVT 2SEVENTY Bio Inc. | Add +3.4% | 0.47% | −0.01 |
| CVAC Curevac NV | Add +3.8% | 0.12% | −0.09 |
| AMARIN CORP PLC | Add +1.9% | 0.41% | −0.11 |
| VRDN Viridian Therapeutics Inc. | Add +3.5% | 0.19% | −0.11 |
| CYH Community Health Systems Inc. | Add +10.4% | 2.09% | −0.13 |
| TARO Taro Pharmaceutical Indus | Add +3.0% | 0.83% | −0.21 |
| INSP Inspire Medical Systems Inc. | Add +19.8% | 6.75% | −0.25 |
| ZIMV Zimvie Inc. | Add +3.3% | 0.70% | −0.26 |
| TECH Bio-Techne Corp. | Add +30.6% | 3.20% | −0.32 |
| IONS Ionis Pharmaceuticals Inc. | Add +15.9% | 1.22% | −0.39 |
| UTHR United Therapeutics Corp. | Add +2.0% | 4.31% | −1.00 |
Options Activity Q4 2023 → Q1 2024
| QQQ Invesco QQQ Trust Series 1 | put | Add +117.9% | 326,800 | $145.1M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -74.8% | 30,300 | $15.8M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 115 | $1.8B | UTHR, ABVX, EHC, ENSG, VERA |
| Q1 2026 | 104 | $1.5B | UTHR, ABVX, GSK, VERA, NTRA |
| Q4 2025 | 103 | $1.8B | VERA, GSK, UTHR, ABVX, NTRA |
| Q3 2025 | 83 | $1.3B | UTHR, GSK, NTRA, VERA, SNDX |
| Q2 2025 | 67 | $992.2M | NTRA, GSK, VERA, RVTY, PCVX |
| Q1 2025 | 55 | $883.7M | NTRA, GSK, HCA, SNDX, VERA |
| Q4 2024 | 62 | $969.1M | NTRA, GSK, VERA, INSP, HCA |
| Q3 2024 | 65 | $1.3B | GSK, NTRA, VERA, INSM, SNDX |
| Q2 2024 | 72 | $1.3B | GSK, NTRA, INSM, TEVA, UTHR |
| Q1 2024 | 68 | $1.3B | NTRA, GSK, INSP, TEVA, VERA |