Eversept Partners, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Eversept Partners, LP reported 65 stock positions worth $1.3 billion. Its top holding was GSK PLC-Spon ADR (GSK) at 12.7% of the portfolio, followed by Natera (NTRA, 8.5%) and Vera Therapeutics (VERA, 7.0%). Compared with Q2 2024, it opened 10 new positions, sold out of 17, added to 22 and reduced 31. The biggest buy was GSK PLC-Spon ADR (GSK, shares +17%) and the biggest sale United Therapeutics (UTHR, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $1.3B (Q3 2024)
- SEC Filing
- 0001697013-24-000007 ↗ filed Nov 14, 2024
Holdings Value
Holdings 65 stocks · $1.3B
| GSK GSK PLC-Spon ADR | 12.72% | 4,057,206 | $165.9M | Add +17.0% |
| NTRA Natera Inc. | 8.47% | 870,193 | $110.5M | Reduce -25.9% |
| VERA Vera Therapeutics Inc. | 6.95% | 2,050,157 | $90.6M | Add +0.3% |
| INSM Insmed Inc. | 6.10% | 1,089,404 | $79.5M | Reduce -5.7% |
| SNDX Syndax Pharmaceuticals Inc. | 6.06% | 4,105,313 | $79.0M | Add +13.6% |
| RVTY Revvity Inc. | 4.60% | 469,692 | $60.0M | Add +4.0% |
| INSP Inspire Medical Systems Inc. | 4.47% | 276,270 | $58.3M | Reduce -48.2% |
| TEVA Teva Pharmaceutical-SP ADR | 4.47% | 3,234,638 | $58.3M | Reduce -31.5% |
| CYH Community Health Systems Inc. | 4.09% | 8,776,455 | $53.3M | Add +9.2% |
| TECH Bio-Techne Corp. | 4.07% | 663,573 | $53.0M | Add +22.2% |
| HCA HCA Healthcare Inc. | 4.02% | 129,084 | $52.5M | Reduce -4.7% |
| UTHR United Therapeutics Corp. | 3.60% | 130,949 | $46.9M | Reduce -44.4% |
| ZIMV Zimvie Inc. | 2.52% | 2,070,780 | $32.9M | Add +169.8% |
| HQY Healthequity Inc. | 2.00% | 319,078 | $26.1M | Reduce -22.8% |
| RGEN Repligen Corp. | 1.87% | 163,593 | $24.3M | Reduce -15.8% |
| VTRS Viatris Inc. | 1.54% | 1,726,354 | $20.0M | Add +29.9% |
| PTGX Protagonist Therapeutics Inc. | 1.54% | 445,204 | $20.0M | Reduce -12.0% |
| CLDX Celldex Therapeutics Inc. | 1.47% | 564,902 | $19.2M | Reduce -10.8% |
| IONS Ionis Pharmaceuticals Inc. | 1.45% | 471,355 | $18.9M | Add +3.2% |
| VRDN Viridian Therapeutics Inc. | 1.21% | 691,232 | $15.7M | Add +21.8% |
| MNKD Mannkind Corp. | 0.96% | 1,992,504 | $12.5M | Reduce -11.7% |
| BHC Bausch Health Cos Inc. | 0.96% | 1,530,914 | $12.5M | New |
| TVTX Travere Therapeutics Inc. | 0.93% | 869,913 | $12.2M | Reduce -20.3% |
| HUM Humana Inc. | 0.82% | 33,860 | $10.7M | Reduce -10.9% |
| DHR Danaher Corp. | 0.82% | 38,429 | $10.7M | Reduce -5.9% |
| CNC Centene Corp. | 0.78% | 134,959 | $10.2M | Add +16.5% |
| ELV Elevance Health Inc. | 0.78% | 19,465 | $10.1M | Add +32.8% |
| FTRE Fortrea Holdings Inc. | 0.70% | 457,967 | $9.2M | New |
| ITCI Intra-Cellular Therapies Inc. | 0.70% | 124,491 | $9.1M | New |
| EOLS Evolus Inc. | 0.56% | 453,061 | $7.3M | Reduce -21.1% |
| BHVN Biohaven Ltd. | 0.51% | 132,537 | $6.6M | New |
| ARQT Arcutis Biotherapeutics Inc. | 0.49% | 693,263 | $6.4M | Reduce -17.3% |
| STRO Sutro Biopharma Inc. Com SHS | 0.49% | 1,841,989 | $6.4M | Add +5.9% |
| BKD Brookdale Senior Living Inc. | 0.45% | 861,268 | $5.8M | Reduce -44.3% |
| NAMS Newamsterdam Pharma Co. NV | 0.39% | 307,357 | $5.1M | Reduce -6.8% |
| FNA Paragon 28 Inc. | 0.38% | 749,213 | $5.0M | New |
| GOSS Gossamer Bio Inc. | 0.38% | 4,978,458 | $4.9M | Reduce -9.2% |
| TSVT 2SEVENTY Bio Inc. | 0.36% | 998,079 | $4.7M | Reduce -9.9% |
| KPTI Karyopharm Therapeutics Inc. | 0.35% | 5,547,880 | $4.6M | Add +11.2% |
| AVTR Avantor Inc. | 0.33% | 168,369 | $4.4M | Add +34.3% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.31% | 535,405 | $4.1M | Reduce -53.5% |
| ICLR Icon PLC | 0.30% | 13,668 | $3.9M | Add +8.1% |
| KURA Kura Oncology Inc. | 0.29% | 192,398 | $3.8M | Add +166.1% |
| MOH Molina Healthcare Inc. | 0.28% | 10,588 | $3.6M | Reduce -42.1% |
| MRUS Merus NV | 0.26% | 68,258 | $3.4M | Add +2.7% |
| STAA Staar Surgical Co. | 0.26% | 91,199 | $3.4M | New |
| PBYI Puma Biotechnology Inc. | 0.25% | 1,293,257 | $3.3M | Reduce -2.6% |
| ZLAB Zai Lab Ltd.-ADR | 0.25% | 135,219 | $3.3M | New |
| ZBIO Zenas Biopharma Inc. | 0.25% | 190,531 | $3.2M | New |
| MREO Mereo Biopharma Group PL-ADR | 0.25% | 777,890 | $3.2M | Add +56.8% |
| IQV Iqvia Holdings Inc. | 0.24% | 13,138 | $3.1M | Add +7.9% |
| MRVI Maravai Lifesciences Hldgs-A | 0.21% | 336,966 | $2.8M | New |
| XOMA Xoma Royalty Corporation | 0.19% | 94,289 | $2.5M | Add +2.6% |
| IFRX Inflarx NV | 0.19% | 1,621,787 | $2.5M | Add +3.5% |
| TRML Tourmaline Bio Inc. | 0.17% | 84,380 | $2.2M | Reduce -58.8% |
| AMARIN CORP PLC | 0.16% | 3,309,309 | $2.1M | Reduce -23.2% |
| NVRO Nevro LLC filed as NEVRO CORP | 0.13% | 313,780 | $1.8M | Reduce -37.2% |
| ALEC Alector Inc. | 0.12% | 332,756 | $1.6M | Reduce -38.6% |
| AUTL Autolus Therapeutics PLC | 0.11% | 406,558 | $1.5M | Reduce -33.5% |
| LQDA Liquidia Corp. | 0.11% | 137,949 | $1.4M | Reduce -63.1% |
| ABSI Absci Corp. | 0.08% | 272,869 | $1.0M | Reduce -16.2% |
| AEROVATE THERAPEUTICS INC | 0.08% | 485,141 | $1.0M | New |
| STOK Stoke Therapeutics Inc. | 0.05% | 52,006 | $639K | Reduce -15.1% |
| AFMDQ Affimed NV | 0.04% | 166,460 | $559K | No change |
| ACIU Ac Immune SA | 0.03% | 99,313 | $375K | No change |
Options reported separately and not counted above: QQQ puts ($121.8M), SPY puts ($34.4M).
Portfolio Sells Q2 2024 → Q3 2024
| UTHR United Therapeutics Corp. | Reduce -44.4% | 3.60% | −2.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.61 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.47 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -31.5% | 4.47% | −1.40 |
| NTRA Natera Inc. | Reduce -25.9% | 8.47% | −1.25 |
| ARGX Argenx SE - ADR | Sold out | 0.00% | −1.14 |
| INSP Inspire Medical Systems Inc. | Reduce -48.2% | 4.47% | −0.99 |
| HQY Healthequity Inc. | Reduce -22.8% | 2.00% | −0.72 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.71 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.56 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.56 |
| CYTK Cytokinetics Inc. | Sold out | 0.00% | −0.53 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.38 |
| BKD Brookdale Senior Living Inc. | Reduce -44.3% | 0.45% | −0.36 |
| CERE Cerevel Therapeutics Holding | Sold out | 0.00% | −0.34 |
| MYGN Myriad Genetics Inc. | Sold out | 0.00% | −0.34 |
| CLDX Celldex Therapeutics Inc. | Reduce -10.8% | 1.47% | −0.32 |
| HUM Humana Inc. | Reduce -10.9% | 0.82% | −0.26 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.24 |
| LQDA Liquidia Corp. | Reduce -63.1% | 0.11% | −0.24 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -53.5% | 0.31% | −0.23 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.22 |
| IMVT Immunovant Inc. | Sold out | 0.00% | −0.19 |
| NVRO Nevro LLC | Reduce -37.2% | 0.13% | −0.19 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −0.15 |
| MOH Molina Healthcare Inc. | Reduce -42.1% | 0.28% | −0.14 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -17.3% | 0.49% | −0.10 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -6.8% | 0.39% | −0.09 |
| PBYI Puma Biotechnology Inc. | Reduce -2.6% | 0.25% | −0.08 |
| FULC Fulcrum Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| ALEC Alector Inc. | Reduce -38.6% | 0.12% | −0.07 |
| AMARIN CORP PLC | Reduce -23.2% | 0.16% | −0.07 |
| AUTL Autolus Therapeutics PLC | Reduce -33.5% | 0.11% | −0.05 |
| TRML Tourmaline Bio Inc. | Reduce -58.8% | 0.17% | −0.04 |
| GTHX G1 Therapeutics Inc. | Sold out | 0.00% | −0.03 |
| MCRB Seres Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| STOK Stoke Therapeutics Inc. | Reduce -15.1% | 0.05% | −0.01 |
| RGEN Repligen Corp. | Reduce -15.8% | 1.87% | −0.01 |
| GOSS Gossamer Bio Inc. | Reduce -9.2% | 0.38% | −0.00 |
| ABSI Absci Corp. | Reduce -16.2% | 0.08% | +0.00 |
| TSVT 2SEVENTY Bio Inc. | Reduce -9.9% | 0.36% | +0.04 |
| DHR Danaher Corp. | Reduce -5.9% | 0.82% | +0.04 |
| MNKD Mannkind Corp. | Reduce -11.7% | 0.96% | +0.06 |
| EOLS Evolus Inc. | Reduce -21.1% | 0.56% | +0.09 |
| INSM Insmed Inc. | Reduce -5.7% | 6.10% | +0.18 |
| PTGX Protagonist Therapeutics Inc. | Reduce -12.0% | 1.54% | +0.20 |
| TVTX Travere Therapeutics Inc. | Reduce -20.3% | 0.93% | +0.25 |
| HCA HCA Healthcare Inc. | Reduce -4.7% | 4.02% | +0.69 |
Portfolio Buys Q2 2024 → Q3 2024
| GSK GSK PLC-Spon ADR | Add +17.0% | 12.72% | +2.50 |
| CYH Community Health Systems Inc. | Add +9.2% | 4.09% | +2.02 |
| ZIMV Zimvie Inc. | Add +169.8% | 2.52% | +1.45 |
| VERA Vera Therapeutics Inc. | Add +0.3% | 6.95% | +1.29 |
| TECH Bio-Techne Corp. | Add +22.2% | 4.07% | +1.09 |
| RVTY Revvity Inc. | Add +4.0% | 4.60% | +0.98 |
| BHC Bausch Health Cos Inc. | New | 0.96% | +0.96 |
| FTRE Fortrea Holdings Inc. | New | 0.70% | +0.70 |
| ITCI Intra-Cellular Therapies Inc. | New | 0.70% | +0.70 |
| VRDN Viridian Therapeutics Inc. | Add +21.8% | 1.21% | +0.64 |
| BHVN Biohaven Ltd. | New | 0.51% | +0.51 |
| VTRS Viatris Inc. | Add +29.9% | 1.54% | +0.46 |
| SNDX Syndax Pharmaceuticals Inc. | Add +13.6% | 6.06% | +0.38 |
| FNA Paragon 28 Inc. | New | 0.38% | +0.38 |
| STAA Staar Surgical Co. | New | 0.26% | +0.26 |
| ZLAB Zai Lab Ltd.-ADR | New | 0.25% | +0.25 |
| ZBIO Zenas Biopharma Inc. | New | 0.25% | +0.25 |
| MRVI Maravai Lifesciences Hldgs-A | New | 0.21% | +0.21 |
| CNC Centene Corp. | Add +16.5% | 0.78% | +0.19 |
| KURA Kura Oncology Inc. | Add +166.1% | 0.29% | +0.17 |
| ELV Elevance Health Inc. | Add +32.8% | 0.78% | +0.17 |
| AVTR Avantor Inc. | Add +34.3% | 0.33% | +0.13 |
| MREO Mereo Biopharma Group PL-ADR | Add +56.8% | 0.25% | +0.11 |
| STRO Sutro Biopharma Inc. Com SHS | Add +5.9% | 0.49% | +0.10 |
| AEROVATE THERAPEUTICS INC | New | 0.08% | +0.08 |
| IQV Iqvia Holdings Inc. | Add +7.9% | 0.24% | +0.04 |
| XOMA Xoma Royalty Corporation | Add +2.6% | 0.19% | +0.02 |
| KPTI Karyopharm Therapeutics Inc. | Add +11.2% | 0.35% | +0.02 |
| ICLR Icon PLC | Add +8.1% | 0.30% | −0.00 |
| IFRX Inflarx NV | Add +3.5% | 0.19% | −0.02 |
| MRUS Merus NV | Add +2.7% | 0.26% | −0.04 |
| IONS Ionis Pharmaceuticals Inc. | Add +3.2% | 1.45% | −0.22 |
Options Activity Q2 2024 → Q3 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -12.6% | 249,600 | $121.8M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +94.8% | 60,000 | $34.4M |
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 |