Eversept Partners, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Eversept Partners, LP reported 72 stock positions worth $1.3 billion. Its top holding was GSK PLC-Spon ADR (GSK) at 10.2% of the portfolio, followed by Natera (NTRA, 9.7%) and Insmed (INSM, 5.9%). Compared with Q1 2024, it opened 16 new positions, sold out of 12, added to 25 and reduced 27. The biggest buy was a new position in Insmed (INSM) and the biggest sale Natera (NTRA, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $1.3B (Q2 2024)
- SEC Filing
- 0001697013-24-000006 ↗ filed Aug 14, 2024
Holdings Value
Holdings 72 stocks · $1.3B
| GSK GSK PLC-Spon ADR | 10.22% | 3,468,080 | $133.5M | Reduce -8.1% |
| NTRA Natera Inc. | 9.73% | 1,173,494 | $127.1M | Reduce -34.0% |
| INSM Insmed Inc. | 5.93% | 1,155,588 | $77.4M | New |
| TEVA Teva Pharmaceutical-SP ADR | 5.87% | 4,720,460 | $76.7M | Reduce -21.6% |
| UTHR United Therapeutics Corp. | 5.74% | 235,351 | $75.0M | Reduce -6.3% |
| SNDX Syndax Pharmaceuticals Inc. | 5.68% | 3,613,631 | $74.2M | Add +15.3% |
| VERA Vera Therapeutics Inc. | 5.66% | 2,043,214 | $73.9M | Add +12.0% |
| INSP Inspire Medical Systems Inc. | 5.46% | 533,011 | $71.3M | Add +26.7% |
| RVTY Revvity Inc. | 3.62% | 451,582 | $47.4M | Reduce -6.5% |
| HCA HCA Healthcare Inc. | 3.33% | 135,480 | $43.5M | Add +30.5% |
| TECH Bio-Techne Corp. | 2.98% | 543,044 | $38.9M | Reduce -10.6% |
| HQY Healthequity Inc. | 2.73% | 413,531 | $35.6M | Reduce -1.9% |
| CYH Community Health Systems Inc. | 2.07% | 8,037,470 | $27.0M | Add +0.7% |
| RGEN Repligen Corp. | 1.87% | 194,291 | $24.5M | Add +2258.8% |
| CLDX Celldex Therapeutics Inc. | 1.79% | 633,015 | $23.4M | Reduce -11.0% |
| IONS Ionis Pharmaceuticals Inc. | 1.67% | 456,881 | $21.8M | Add +21.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.61% | 146,956 | $21.0M | Add +135.7% |
| LLY Eli Lilly & Co. | 1.47% | 21,233 | $19.2M | Add +64.9% |
| PTGX Protagonist Therapeutics Inc. | 1.34% | 505,836 | $17.5M | Add +22.9% |
| ARGX Argenx SE - ADR | 1.14% | 34,593 | $14.9M | Reduce -36.5% |
| HUM Humana Inc. | 1.09% | 38,023 | $14.2M | Add +7.0% |
| VTRS Viatris Inc. | 1.08% | 1,329,282 | $14.1M | Add +1.0% |
| ZIMV Zimvie Inc. | 1.07% | 767,659 | $14.0M | Add +36.0% |
| MNKD Mannkind Corp. | 0.90% | 2,256,952 | $11.8M | Reduce -5.6% |
| BKD Brookdale Senior Living Inc. | 0.81% | 1,546,842 | $10.6M | Add +17.3% |
| DHR Danaher Corp. | 0.78% | 40,855 | $10.2M | No change |
| XBI SS SPDR S&P Biotech ETF | 0.71% | 100,000 | $9.3M | New |
| TVTX Travere Therapeutics Inc. | 0.69% | 1,091,165 | $9.0M | Add +14.2% |
| ELV Elevance Health Inc. | 0.61% | 14,657 | $7.9M | Add +1.8% |
| ARQT Arcutis Biotherapeutics Inc. | 0.60% | 837,847 | $7.8M | New |
| CNC Centene Corp. | 0.59% | 115,820 | $7.7M | Add +24.8% |
| VRDN Viridian Therapeutics Inc. | 0.56% | 567,487 | $7.4M | Add +299.4% |
| VKTX Viking Therapeutics Inc. | 0.56% | 138,489 | $7.3M | Add +506.9% |
| PCVX Vaxcyte Inc. | 0.56% | 96,089 | $7.3M | Reduce -51.3% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.55% | 1,152,573 | $7.1M | Reduce -19.5% |
| CYTK Cytokinetics Inc. | 0.53% | 126,877 | $6.9M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.48% | 329,890 | $6.3M | Reduce -6.8% |
| EOLS Evolus Inc. | 0.48% | 574,462 | $6.2M | New |
| MOH Molina Healthcare Inc. | 0.42% | 18,277 | $5.4M | Add +213.6% |
| STRO Sutro Biopharma Inc. Com SHS | 0.39% | 1,739,129 | $5.1M | Add +59.4% |
| GOSS Gossamer Bio Inc. | 0.38% | 5,484,148 | $4.9M | Reduce -8.5% |
| OSCR Oscar Health Inc. Class A | 0.38% | 310,893 | $4.9M | New |
| CERE Cerevel Therapeutics Holding | 0.34% | 110,010 | $4.5M | New |
| LQDA Liquidia Corp. | 0.34% | 373,554 | $4.5M | Reduce -5.7% |
| MYGN Myriad Genetics Inc. | 0.34% | 181,961 | $4.5M | New |
| PBYI Puma Biotechnology Inc. | 0.33% | 1,328,454 | $4.3M | Reduce -6.9% |
| KPTI Karyopharm Therapeutics Inc. | 0.33% | 4,987,180 | $4.3M | Reduce -0.6% |
| TSVT 2SEVENTY Bio Inc. | 0.33% | 1,107,743 | $4.3M | Reduce -5.9% |
| NVRO Nevro LLC filed as NEVRO CORP | 0.32% | 499,395 | $4.2M | Add +28.2% |
| ICLR Icon PLC | 0.30% | 12,642 | $4.0M | Reduce -17.6% |
| MRUS Merus NV | 0.30% | 66,474 | $3.9M | Reduce -44.4% |
| MLTX Moonlake Immunotherapeutics | 0.24% | 71,596 | $3.1M | New |
| AMARIN CORP PLC | 0.23% | 4,308,527 | $3.0M | Reduce -30.6% |
| GH Guardant Health Inc. | 0.22% | 99,377 | $2.9M | Reduce -77.9% |
| IFRX Inflarx NV | 0.21% | 1,566,930 | $2.7M | Add +20.1% |
| AVTR Avantor Inc. | 0.20% | 125,394 | $2.7M | No change |
| TRML Tourmaline Bio Inc. | 0.20% | 204,781 | $2.6M | New |
| IQV Iqvia Holdings Inc. | 0.20% | 12,178 | $2.6M | No change |
| ALEC Alector Inc. | 0.19% | 541,739 | $2.5M | Add +1.0% |
| IMVT Immunovant Inc. | 0.19% | 92,909 | $2.5M | Reduce -63.6% |
| XOMA Xoma Royalty Corporation filed as XOMA CORP DEL | 0.17% | 91,907 | $2.2M | Reduce -5.3% |
| AUTL Autolus Therapeutics PLC | 0.16% | 610,902 | $2.1M | New |
| TERN Terns Pharmaceuticals Inc. | 0.15% | 286,266 | $1.9M | Add +1.1% |
| MREO Mereo Biopharma Group PL-ADR | 0.14% | 496,171 | $1.8M | New |
| KURA Kura Oncology Inc. | 0.11% | 72,317 | $1.5M | New |
| ABSI Absci Corp. | 0.08% | 325,509 | $1.0M | New |
| FULC Fulcrum Therapeutics Inc. | 0.07% | 152,965 | $948K | New |
| AFMDQ Affimed NV | 0.07% | 166,460 | $907K | No change |
| STOK Stoke Therapeutics Inc. | 0.06% | 61,277 | $828K | Reduce -78.9% |
| GTHX G1 Therapeutics Inc. | 0.03% | 199,963 | $456K | New |
| ACIU Ac Immune SA | 0.03% | 99,313 | $396K | Reduce -20.3% |
| MCRB Seres Therapeutics Inc. | 0.02% | 418,208 | $303K | Reduce -69.9% |
Options reported separately and not counted above: QQQ puts ($136.8M), SPY puts ($16.8M).
Portfolio Sells Q1 2024 → Q2 2024
| NTRA Natera Inc. | Reduce -34.0% | 9.73% | −2.43 |
| PFE Pfizer Inc. | Sold out | 0.00% | −2.29 |
| SWAV Shockwave Medical Inc. | Sold out | 0.00% | −1.96 |
| GSK GSK PLC-Spon ADR | Reduce -8.1% | 10.22% | −1.87 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −1.38 |
| TARO Taro Pharmaceutical Indus | Sold out | 0.00% | −0.83 |
| TSHA Taysha Gene Therapies Inc. | Sold out | 0.00% | −0.50 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -21.6% | 5.87% | −0.48 |
| GH Guardant Health Inc. | Reduce -77.9% | 0.22% | −0.47 |
| ARGX Argenx SE - ADR | Reduce -36.5% | 1.14% | −0.47 |
| PCVX Vaxcyte Inc. | Reduce -51.3% | 0.56% | −0.45 |
| CLDX Celldex Therapeutics Inc. | Reduce -11.0% | 1.79% | −0.44 |
| IMVT Immunovant Inc. | Reduce -63.6% | 0.19% | −0.43 |
| WAT Waters Corp. | Sold out | 0.00% | −0.35 |
| CRBP Corbus Pharmaceuticals Holdi | Sold out | 0.00% | −0.26 |
| KRYS Krystal Biotech Inc. | Sold out | 0.00% | −0.25 |
| KPTI Karyopharm Therapeutics Inc. | Reduce -0.6% | 0.33% | −0.23 |
| PBYI Puma Biotechnology Inc. | Reduce -6.9% | 0.33% | −0.23 |
| STOK Stoke Therapeutics Inc. | Reduce -78.9% | 0.06% | −0.23 |
| MOR Morphosys AG ADR | Sold out | 0.00% | −0.22 |
| TECH Bio-Techne Corp. | Reduce -10.6% | 2.98% | −0.22 |
| AMARIN CORP PLC | Reduce -30.6% | 0.23% | −0.19 |
| RVTY Revvity Inc. | Reduce -6.5% | 3.62% | −0.17 |
| GOSS Gossamer Bio Inc. | Reduce -8.5% | 0.38% | −0.15 |
| TSVT 2SEVENTY Bio Inc. | Reduce -5.9% | 0.33% | −0.14 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -6.8% | 0.48% | −0.14 |
| AEROVATE THERAPEUTICS INC | Sold out | 0.00% | −0.12 |
| CVAC Curevac NV | Sold out | 0.00% | −0.12 |
| MRUS Merus NV | Reduce -44.4% | 0.30% | −0.10 |
| LQDA Liquidia Corp. | Reduce -5.7% | 0.34% | −0.09 |
| ICLR Icon PLC | Reduce -17.6% | 0.30% | −0.08 |
| MCRB Seres Therapeutics Inc. | Reduce -69.9% | 0.02% | −0.06 |
| VINCERX PHARMA INC | Sold out | 0.00% | −0.03 |
| XOMA Xoma Royalty Corporation | Reduce -5.3% | 0.17% | −0.01 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -19.5% | 0.55% | +0.00 |
| ACIU Ac Immune SA | Reduce -20.3% | 0.03% | +0.00 |
| MNKD Mannkind Corp. | Reduce -5.6% | 0.90% | +0.09 |
| HQY Healthequity Inc. | Reduce -1.9% | 2.73% | +0.16 |
| UTHR United Therapeutics Corp. | Reduce -6.3% | 5.74% | +1.43 |
Portfolio Buys Q1 2024 → Q2 2024
| INSM Insmed Inc. | New | 5.93% | +5.93 |
| RGEN Repligen Corp. | Add +2258.8% | 1.87% | +1.76 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +135.7% | 1.61% | +1.01 |
| HCA HCA Healthcare Inc. | Add +30.5% | 3.33% | +0.74 |
| LLY Eli Lilly & Co. | Add +64.9% | 1.47% | +0.72 |
| XBI SS SPDR S&P Biotech ETF | New | 0.71% | +0.71 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.60% | +0.60 |
| CYTK Cytokinetics Inc. | New | 0.53% | +0.53 |
| EOLS Evolus Inc. | New | 0.48% | +0.48 |
| PTGX Protagonist Therapeutics Inc. | Add +22.9% | 1.34% | +0.45 |
| IONS Ionis Pharmaceuticals Inc. | Add +21.4% | 1.67% | +0.45 |
| VKTX Viking Therapeutics Inc. | Add +506.9% | 0.56% | +0.42 |
| VRDN Viridian Therapeutics Inc. | Add +299.4% | 0.56% | +0.38 |
| ZIMV Zimvie Inc. | Add +36.0% | 1.07% | +0.38 |
| OSCR Oscar Health Inc. Class A | New | 0.38% | +0.38 |
| CERE Cerevel Therapeutics Holding | New | 0.34% | +0.34 |
| MYGN Myriad Genetics Inc. | New | 0.34% | +0.34 |
| MLTX Moonlake Immunotherapeutics | New | 0.24% | +0.24 |
| MOH Molina Healthcare Inc. | Add +213.6% | 0.42% | +0.24 |
| TRML Tourmaline Bio Inc. | New | 0.20% | +0.20 |
| HUM Humana Inc. | Add +7.0% | 1.09% | +0.17 |
| AUTL Autolus Therapeutics PLC | New | 0.16% | +0.16 |
| BKD Brookdale Senior Living Inc. | Add +17.3% | 0.81% | +0.16 |
| MREO Mereo Biopharma Group PL-ADR | New | 0.14% | +0.14 |
| TVTX Travere Therapeutics Inc. | Add +14.2% | 0.69% | +0.14 |
| KURA Kura Oncology Inc. | New | 0.11% | +0.11 |
| SNDX Syndax Pharmaceuticals Inc. | Add +15.3% | 5.68% | +0.10 |
| ABSI Absci Corp. | New | 0.08% | +0.08 |
| FULC Fulcrum Therapeutics Inc. | New | 0.07% | +0.07 |
| IFRX Inflarx NV | Add +20.1% | 0.21% | +0.06 |
| ELV Elevance Health Inc. | Add +1.8% | 0.61% | +0.05 |
| CNC Centene Corp. | Add +24.8% | 0.59% | +0.04 |
| GTHX G1 Therapeutics Inc. | New | 0.03% | +0.03 |
| TERN Terns Pharmaceuticals Inc. | Add +1.1% | 0.15% | +0.01 |
| CYH Community Health Systems Inc. | Add +0.7% | 2.07% | −0.02 |
| ALEC Alector Inc. | Add +1.0% | 0.19% | −0.05 |
| STRO Sutro Biopharma Inc. Com SHS | Add +59.4% | 0.39% | −0.07 |
| VTRS Viatris Inc. | Add +1.0% | 1.08% | −0.09 |
| NVRO Nevro LLC | Add +28.2% | 0.32% | −0.10 |
| VERA Vera Therapeutics Inc. | Add +12.0% | 5.66% | −0.22 |
| INSP Inspire Medical Systems Inc. | Add +26.7% | 5.46% | −1.29 |
Options Activity Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -12.6% | 285,600 | $136.8M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +1.6% | 30,800 | $16.8M |
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 |