Eversept Partners, LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Eversept Partners, LP reported 62 stock positions worth $969.1 million. Its top holding was Natera (NTRA) at 14.3% of the portfolio, followed by GSK PLC-Spon ADR (GSK, 12.8%) and Vera Therapeutics (VERA, 7.0%). Compared with Q3 2024, it opened 14 new positions, sold out of 17, added to 14 and reduced 29. The biggest buy was Natera (NTRA, shares +1%) and the biggest sale an exit from Insmed (INSM).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $969.1M (Q4 2024)
- SEC Filing
- 0001697013-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 62 stocks · $969.1M
| NTRA Natera Inc. | 14.32% | 876,766 | $138.8M | Add +0.8% |
| GSK GSK PLC-Spon ADR | 12.78% | 3,661,768 | $123.8M | Reduce -9.8% |
| VERA Vera Therapeutics Inc. | 6.98% | 1,600,015 | $67.7M | Reduce -22.0% |
| INSP Inspire Medical Systems Inc. | 5.63% | 294,302 | $54.6M | Add +6.5% |
| HCA HCA Healthcare Inc. | 5.45% | 175,808 | $52.8M | Add +36.2% |
| TEVA Teva Pharmaceutical-SP ADR | 5.10% | 2,242,125 | $49.4M | Reduce -30.7% |
| RVTY Revvity Inc. | 4.52% | 392,518 | $43.8M | Reduce -16.4% |
| HQY Healthequity Inc. | 3.83% | 386,697 | $37.1M | Add +21.2% |
| ZIMV Zimvie Inc. | 2.98% | 2,070,780 | $28.9M | No change |
| PTGX Protagonist Therapeutics Inc. | 2.70% | 678,787 | $26.2M | Add +52.5% |
| TECH Bio-Techne Corp. | 2.22% | 299,310 | $21.6M | Reduce -54.9% |
| CLDX Celldex Therapeutics Inc. | 1.88% | 719,836 | $18.2M | Add +27.4% |
| VTRS Viatris Inc. | 1.63% | 1,272,102 | $15.8M | Reduce -26.3% |
| UTHR United Therapeutics Corp. | 1.59% | 43,703 | $15.4M | Reduce -66.6% |
| VRDN Viridian Therapeutics Inc. | 1.54% | 779,998 | $15.0M | Add +12.8% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.54% | 1,980,312 | $14.9M | Add +269.9% |
| BRKR Bruker Corp. | 1.42% | 234,934 | $13.8M | New |
| EW Edwards Lifesciences Corp. | 1.30% | 170,678 | $12.6M | New |
| DXCM Dexcom Inc. | 1.19% | 148,688 | $11.6M | New |
| CNC Centene Corp. | 1.18% | 188,493 | $11.4M | Add +39.7% |
| TFX Teleflex Inc. | 1.13% | 61,736 | $11.0M | New |
| ELV Elevance Health Inc. | 1.11% | 29,178 | $10.8M | Add +49.9% |
| PCVX Vaxcyte Inc. | 1.08% | 127,588 | $10.4M | New |
| TVTX Travere Therapeutics Inc. | 0.88% | 490,296 | $8.5M | Reduce -43.6% |
| CYH Community Health Systems Inc. | 0.87% | 2,827,000 | $8.5M | Reduce -67.8% |
| GH Guardant Health Inc. | 0.87% | 276,036 | $8.4M | New |
| RGEN Repligen Corp. | 0.80% | 54,066 | $7.8M | Reduce -67.0% |
| IONS Ionis Pharmaceuticals Inc. | 0.78% | 214,952 | $7.5M | Reduce -54.4% |
| FTRE Fortrea Holdings Inc. | 0.77% | 401,733 | $7.5M | Reduce -12.3% |
| NAMS Newamsterdam Pharma Co. NV | 0.73% | 275,362 | $7.1M | Reduce -10.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.69% | 102,661 | $6.7M | New |
| LQDA Liquidia Corp. | 0.69% | 571,305 | $6.7M | Add +314.1% |
| MEDP Medpace Holdings Inc. | 0.65% | 19,049 | $6.3M | New |
| XENE Xenon Pharmaceuticals Inc. | 0.63% | 155,540 | $6.1M | New |
| MNKD Mannkind Corp. | 0.60% | 911,025 | $5.9M | Reduce -54.3% |
| HUM Humana Inc. | 0.59% | 22,682 | $5.8M | Reduce -33.0% |
| HSIC Henry Schein Inc. | 0.57% | 80,303 | $5.6M | New |
| DHR Danaher Corp. | 0.53% | 22,209 | $5.1M | Reduce -42.2% |
| SNDX Syndax Pharmaceuticals Inc. | 0.47% | 343,400 | $4.5M | Reduce -91.6% |
| PDCO Patterson Cos Inc. | 0.47% | 146,051 | $4.5M | New |
| GOSS Gossamer Bio Inc. | 0.46% | 4,978,458 | $4.5M | No change |
| EOLS Evolus Inc. | 0.44% | 383,045 | $4.2M | Reduce -15.4% |
| ICLR Icon PLC | 0.42% | 19,252 | $4.0M | Add +40.9% |
| SUPN Supernus Pharmaceuticals Inc. | 0.39% | 105,581 | $3.8M | New |
| AVTR Avantor Inc. | 0.37% | 168,369 | $3.5M | No change |
| PBYI Puma Biotechnology Inc. | 0.31% | 996,102 | $3.0M | Reduce -23.0% |
| TSVT 2SEVENTY Bio Inc. | 0.30% | 1,003,678 | $3.0M | Add +0.6% |
| MRUS Merus NV | 0.30% | 68,258 | $2.9M | No change |
| MREO Mereo Biopharma Group PL-ADR | 0.28% | 777,890 | $2.7M | No change |
| ZLAB Zai Lab Ltd.-ADR | 0.28% | 102,930 | $2.7M | Reduce -23.9% |
| ARQT Arcutis Biotherapeutics Inc. | 0.27% | 191,158 | $2.7M | Reduce -72.4% |
| XRAY Dentsply Sirona Inc. | 0.27% | 139,656 | $2.7M | New |
| XOMA Xoma Royalty Corporation | 0.26% | 95,417 | $2.5M | Add +1.2% |
| ITOS Iteos Therapeutics Inc. | 0.17% | 220,196 | $1.7M | New |
| KPTI Karyopharm Therapeutics Inc. | 0.15% | 2,088,757 | $1.4M | Reduce -62.4% |
| ZBIO Zenas Biopharma Inc. | 0.15% | 172,103 | $1.4M | Reduce -9.7% |
| STRO Sutro Biopharma Inc. Com SHS | 0.13% | 694,408 | $1.3M | Reduce -62.3% |
| IFRX Inflarx NV | 0.13% | 492,452 | $1.2M | Reduce -69.6% |
| AMARIN CORP PLC | 0.08% | 1,516,592 | $736K | Reduce -54.2% |
| ABSI Absci Corp. | 0.05% | 199,464 | $523K | Reduce -26.9% |
| ALEC Alector Inc. | 0.04% | 200,095 | $378K | Reduce -39.9% |
| AUTL Autolus Therapeutics PLC | 0.02% | 98,895 | $232K | Reduce -75.7% |
Options reported separately and not counted above: QQQ puts ($124.3M), SPY puts ($17.5M), TLT puts ($15.7M).
Portfolio Sells Q3 2024 → Q4 2024
| INSM Insmed Inc. | Sold out | 0.00% | −6.10 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -91.6% | 0.47% | −5.59 |
| CYH Community Health Systems Inc. | Reduce -67.8% | 0.87% | −3.21 |
| UTHR United Therapeutics Corp. | Reduce -66.6% | 1.59% | −2.01 |
| TECH Bio-Techne Corp. | Reduce -54.9% | 2.22% | −1.84 |
| RGEN Repligen Corp. | Reduce -67.0% | 0.80% | −1.06 |
| BHC Bausch Health Cos Inc. | Sold out | 0.00% | −0.96 |
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −0.70 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -54.4% | 0.78% | −0.67 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.51 |
| BKD Brookdale Senior Living Inc. | Sold out | 0.00% | −0.45 |
| FNA Paragon 28 Inc. | Sold out | 0.00% | −0.38 |
| STRO Sutro Biopharma Inc. Com SHS | Reduce -62.3% | 0.13% | −0.36 |
| MNKD Mannkind Corp. | Reduce -54.3% | 0.60% | −0.36 |
| DHR Danaher Corp. | Reduce -42.2% | 0.53% | −0.29 |
| KURA Kura Oncology Inc. | Sold out | 0.00% | −0.29 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.28 |
| STAA Staar Surgical Co. | Sold out | 0.00% | −0.26 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.24 |
| HUM Humana Inc. | Reduce -33.0% | 0.59% | −0.23 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -72.4% | 0.27% | −0.22 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.21 |
| KPTI Karyopharm Therapeutics Inc. | Reduce -62.4% | 0.15% | −0.21 |
| TRML Tourmaline Bio Inc. | Sold out | 0.00% | −0.17 |
| NVRO Nevro LLC | Sold out | 0.00% | −0.13 |
| EOLS Evolus Inc. | Reduce -15.4% | 0.44% | −0.13 |
| ZBIO Zenas Biopharma Inc. | Reduce -9.7% | 0.15% | −0.10 |
| AUTL Autolus Therapeutics PLC | Reduce -75.7% | 0.02% | −0.09 |
| AMARIN CORP PLC | Reduce -54.2% | 0.08% | −0.08 |
| RVTY Revvity Inc. | Reduce -16.4% | 4.52% | −0.08 |
| ALEC Alector Inc. | Reduce -39.9% | 0.04% | −0.08 |
| AEROVATE THERAPEUTICS INC | Sold out | 0.00% | −0.08 |
| IFRX Inflarx NV | Reduce -69.6% | 0.13% | −0.06 |
| TVTX Travere Therapeutics Inc. | Reduce -43.6% | 0.88% | −0.05 |
| STOK Stoke Therapeutics Inc. | Sold out | 0.00% | −0.05 |
| AFMDQ Affimed NV | Sold out | 0.00% | −0.04 |
| ACIU Ac Immune SA | Sold out | 0.00% | −0.03 |
| ABSI Absci Corp. | Reduce -26.9% | 0.05% | −0.03 |
| ZLAB Zai Lab Ltd.-ADR | Reduce -23.9% | 0.28% | +0.03 |
| VERA Vera Therapeutics Inc. | Reduce -22.0% | 6.98% | +0.03 |
| GSK GSK PLC-Spon ADR | Reduce -9.8% | 12.78% | +0.06 |
| PBYI Puma Biotechnology Inc. | Reduce -23.0% | 0.31% | +0.06 |
| FTRE Fortrea Holdings Inc. | Reduce -12.3% | 0.77% | +0.07 |
| VTRS Viatris Inc. | Reduce -26.3% | 1.63% | +0.10 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -10.4% | 0.73% | +0.34 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -30.7% | 5.10% | +0.63 |
Portfolio Buys Q3 2024 → Q4 2024
| NTRA Natera Inc. | Add +0.8% | 14.32% | +5.85 |
| HQY Healthequity Inc. | Add +21.2% | 3.83% | +1.83 |
| BRKR Bruker Corp. | New | 1.42% | +1.42 |
| HCA HCA Healthcare Inc. | Add +36.2% | 5.45% | +1.42 |
| EW Edwards Lifesciences Corp. | New | 1.30% | +1.30 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +269.9% | 1.54% | +1.22 |
| DXCM Dexcom Inc. | New | 1.19% | +1.19 |
| PTGX Protagonist Therapeutics Inc. | Add +52.5% | 2.70% | +1.17 |
| INSP Inspire Medical Systems Inc. | Add +6.5% | 5.63% | +1.16 |
| TFX Teleflex Inc. | New | 1.13% | +1.13 |
| PCVX Vaxcyte Inc. | New | 1.08% | +1.08 |
| GH Guardant Health Inc. | New | 0.87% | +0.87 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.69% | +0.69 |
| MEDP Medpace Holdings Inc. | New | 0.65% | +0.65 |
| XENE Xenon Pharmaceuticals Inc. | New | 0.63% | +0.63 |
| LQDA Liquidia Corp. | Add +314.1% | 0.69% | +0.59 |
| HSIC Henry Schein Inc. | New | 0.57% | +0.57 |
| PDCO Patterson Cos Inc. | New | 0.47% | +0.47 |
| CLDX Celldex Therapeutics Inc. | Add +27.4% | 1.88% | +0.40 |
| CNC Centene Corp. | Add +39.7% | 1.18% | +0.40 |
| SUPN Supernus Pharmaceuticals Inc. | New | 0.39% | +0.39 |
| VRDN Viridian Therapeutics Inc. | Add +12.8% | 1.54% | +0.34 |
| ELV Elevance Health Inc. | Add +49.9% | 1.11% | +0.33 |
| XRAY Dentsply Sirona Inc. | New | 0.27% | +0.27 |
| ITOS Iteos Therapeutics Inc. | New | 0.17% | +0.17 |
| ICLR Icon PLC | Add +40.9% | 0.42% | +0.12 |
| XOMA Xoma Royalty Corporation | Add +1.2% | 0.26% | +0.07 |
| TSVT 2SEVENTY Bio Inc. | Add +0.6% | 0.30% | −0.06 |
Options Activity Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -2.6% | 243,100 | $124.3M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -50.3% | 29,800 | $17.5M |
| TLT iShares 20+ Year Treasury BD | put | New | 179,400 | $15.7M |
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 |