Eversept Partners, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Eversept Partners, LP reported 55 stock positions worth $883.7 million. Its top holding was Natera (NTRA) at 14.3% of the portfolio, followed by GSK PLC-Spon ADR (GSK, 11.5%) and HCA Healthcare (HCA, 6.0%). Compared with Q4 2024, it opened 11 new positions, sold out of 18, added to 23 and reduced 20. The biggest buy was Syndax Pharmaceuticals (SNDX, shares +1127%) and the biggest sale Teva Pharmaceutical-SP ADR (TEVA, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $883.7M (Q1 2025)
- SEC Filing
- 0001697013-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 55 stocks · $883.7M
| NTRA Natera Inc. | 14.30% | 893,721 | $126.4M | Add +1.9% |
| GSK GSK PLC-Spon ADR | 11.50% | 2,623,246 | $101.6M | Reduce -28.4% |
| HCA HCA Healthcare Inc. | 5.96% | 152,502 | $52.7M | Reduce -13.3% |
| SNDX Syndax Pharmaceuticals Inc. | 5.86% | 4,212,270 | $51.7M | Add +1126.6% |
| VERA Vera Therapeutics Inc. | 5.16% | 1,898,804 | $45.6M | Add +18.7% |
| RVTY Revvity Inc. | 3.58% | 299,087 | $31.6M | Reduce -23.8% |
| HQY Healthequity Inc. | 3.52% | 351,976 | $31.1M | Reduce -9.0% |
| INSP Inspire Medical Systems Inc. | 3.36% | 186,425 | $29.7M | Reduce -36.7% |
| PTGX Protagonist Therapeutics Inc. | 2.99% | 547,116 | $26.5M | Reduce -19.4% |
| CYH Community Health Systems Inc. | 2.58% | 8,458,020 | $22.8M | Add +199.2% |
| ZIMV Zimvie Inc. | 2.54% | 2,079,380 | $22.5M | Add +0.4% |
| TEVA Teva Pharmaceutical-SP ADR | 2.45% | 1,410,765 | $21.7M | Reduce -37.1% |
| PCVX Vaxcyte Inc. | 2.38% | 557,070 | $21.0M | Add +336.6% |
| BRKR Bruker Corp. | 2.36% | 499,207 | $20.8M | Add +112.5% |
| CNC Centene Corp. | 2.34% | 340,339 | $20.7M | Add +80.6% |
| VRDN Viridian Therapeutics Inc. | 2.10% | 1,377,674 | $18.6M | Add +76.6% |
| NBIX Neurocrine Biosciences Inc. | 2.09% | 167,243 | $18.5M | New |
| UTHR United Therapeutics Corp. | 2.01% | 57,489 | $17.7M | Add +31.5% |
| TECH Bio-Techne Corp. | 1.86% | 280,117 | $16.4M | Reduce -6.4% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.84% | 2,172,436 | $16.3M | Add +9.7% |
| GKOS Glaukos Corp. | 1.77% | 158,957 | $15.6M | New |
| IONS Ionis Pharmaceuticals Inc. | 1.77% | 517,021 | $15.6M | Add +140.5% |
| TVTX Travere Therapeutics Inc. | 1.66% | 816,254 | $14.6M | Add +66.5% |
| GMED Globus Medical Inc. Class A | 1.60% | 192,893 | $14.1M | New |
| CLDX Celldex Therapeutics Inc. | 1.43% | 696,499 | $12.6M | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.27% | 24,003 | $11.3M | New |
| ALGN Align Technology Inc. | 0.89% | 49,277 | $7.8M | New |
| TFX Teleflex Inc. | 0.89% | 56,630 | $7.8M | Reduce -8.3% |
| MOH Molina Healthcare Inc. | 0.88% | 23,735 | $7.8M | New |
| HUM Humana Inc. | 0.84% | 27,970 | $7.4M | Add +23.3% |
| ELV Elevance Health Inc. | 0.77% | 15,698 | $6.8M | Reduce -46.2% |
| NAMS Newamsterdam Pharma Co. NV | 0.65% | 280,951 | $5.8M | Add +2.0% |
| GOSS Gossamer Bio Inc. | 0.49% | 3,896,841 | $4.3M | Reduce -21.7% |
| ZBIO Zenas Biopharma Inc. | 0.40% | 445,588 | $3.5M | Add +158.9% |
| MNKD Mannkind Corp. | 0.40% | 697,710 | $3.5M | Reduce -23.4% |
| MRUS Merus NV | 0.34% | 70,329 | $3.0M | Add +3.0% |
| RGEN Repligen Corp. | 0.27% | 18,452 | $2.3M | Reduce -65.9% |
| NVAX Novavax Inc. | 0.27% | 365,523 | $2.3M | New |
| LQDA Liquidia Corp. | 0.25% | 150,480 | $2.2M | Reduce -73.7% |
| FTRE Fortrea Holdings Inc. | 0.25% | 293,275 | $2.2M | Reduce -27.0% |
| ETNB 89BIO Inc. | 0.25% | 303,731 | $2.2M | New |
| MRVI Maravai Lifesciences Hldgs-A | 0.24% | 942,454 | $2.1M | New |
| AVTR Avantor Inc. | 0.23% | 122,823 | $2.0M | Reduce -27.1% |
| ICLR Icon PLC | 0.21% | 10,840 | $1.9M | Reduce -43.7% |
| IFRX Inflarx NV | 0.19% | 1,675,978 | $1.7M | Add +240.3% |
| AMARIN CORP PLC | 0.17% | 3,399,204 | $1.5M | Add +124.1% |
| STRO Sutro Biopharma Inc. Com SHS | 0.17% | 2,292,261 | $1.5M | Add +230.1% |
| ITOS Iteos Therapeutics Inc. | 0.15% | 220,196 | $1.3M | No change |
| KPTI Karyopharm Therapeutics Inc. | 0.11% | 257,154 | $962K | Add +84.7% |
| XOMA Xoma Royalty Corporation | 0.10% | 45,017 | $897K | Reduce -52.8% |
| PBYI Puma Biotechnology Inc. | 0.09% | 275,788 | $816K | Reduce -72.3% |
| ALEC Alector Inc. | 0.09% | 617,418 | $759K | Add +208.6% |
| EHTH Ehealth Inc. | 0.07% | 89,220 | $596K | New |
| AUTL Autolus Therapeutics PLC | 0.06% | 343,947 | $533K | Add +247.8% |
| ACIU Ac Immune SA | 0.02% | 100,752 | $188K | New |
Options reported separately and not counted above: QQQ puts ($58.0M), SPY puts ($43.0M).
Portfolio Sells Q4 2024 → Q1 2025
| TEVA Teva Pharmaceutical-SP ADR | Reduce -37.1% | 2.45% | −2.65 |
| INSP Inspire Medical Systems Inc. | Reduce -36.7% | 3.36% | −2.27 |
| VTRS Viatris Inc. | Sold out | 0.00% | −1.63 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −1.30 |
| GSK GSK PLC-Spon ADR | Reduce -28.4% | 11.50% | −1.28 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −1.19 |
| RVTY Revvity Inc. | Reduce -23.8% | 3.58% | −0.94 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.87 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.69 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.65 |
| XENE Xenon Pharmaceuticals Inc. | Sold out | 0.00% | −0.63 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.57 |
| RGEN Repligen Corp. | Reduce -65.9% | 0.27% | −0.54 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.53 |
| FTRE Fortrea Holdings Inc. | Reduce -27.0% | 0.25% | −0.52 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.47 |
| CLDX Celldex Therapeutics Inc. | Reduce -3.2% | 1.43% | −0.45 |
| LQDA Liquidia Corp. | Reduce -73.7% | 0.25% | −0.44 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.44 |
| SUPN Supernus Pharmaceuticals Inc. | Sold out | 0.00% | −0.39 |
| TECH Bio-Techne Corp. | Reduce -6.4% | 1.86% | −0.37 |
| ELV Elevance Health Inc. | Reduce -46.2% | 0.77% | −0.34 |
| HQY Healthequity Inc. | Reduce -9.0% | 3.52% | −0.31 |
| TSVT 2SEVENTY Bio Inc. | Sold out | 0.00% | −0.30 |
| MREO Mereo Biopharma Group PL-ADR | Sold out | 0.00% | −0.28 |
| ZLAB Zai Lab Ltd.-ADR | Sold out | 0.00% | −0.28 |
| ARQT Arcutis Biotherapeutics Inc. | Sold out | 0.00% | −0.27 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.27 |
| TFX Teleflex Inc. | Reduce -8.3% | 0.89% | −0.25 |
| PBYI Puma Biotechnology Inc. | Reduce -72.3% | 0.09% | −0.22 |
| MNKD Mannkind Corp. | Reduce -23.4% | 0.40% | −0.21 |
| ICLR Icon PLC | Reduce -43.7% | 0.21% | −0.20 |
| XOMA Xoma Royalty Corporation | Reduce -52.8% | 0.10% | −0.16 |
| AVTR Avantor Inc. | Reduce -27.1% | 0.23% | −0.14 |
| ABSI Absci Corp. | Sold out | 0.00% | −0.05 |
| GOSS Gossamer Bio Inc. | Reduce -21.7% | 0.49% | +0.02 |
| PTGX Protagonist Therapeutics Inc. | Reduce -19.4% | 2.99% | +0.29 |
| HCA HCA Healthcare Inc. | Reduce -13.3% | 5.96% | +0.52 |
Portfolio Buys Q4 2024 → Q1 2025
| SNDX Syndax Pharmaceuticals Inc. | Add +1126.6% | 5.86% | +5.39 |
| NBIX Neurocrine Biosciences Inc. | New | 2.09% | +2.09 |
| GKOS Glaukos Corp. | New | 1.77% | +1.77 |
| CYH Community Health Systems Inc. | Add +199.2% | 2.58% | +1.71 |
| GMED Globus Medical Inc. Class A | New | 1.60% | +1.60 |
| PCVX Vaxcyte Inc. | Add +336.6% | 2.38% | +1.30 |
| QQQ Invesco QQQ Trust Series 1 | New | 1.27% | +1.27 |
| CNC Centene Corp. | Add +80.6% | 2.34% | +1.16 |
| IONS Ionis Pharmaceuticals Inc. | Add +140.5% | 1.77% | +0.99 |
| BRKR Bruker Corp. | Add +112.5% | 2.36% | +0.94 |
| ALGN Align Technology Inc. | New | 0.89% | +0.89 |
| MOH Molina Healthcare Inc. | New | 0.88% | +0.88 |
| TVTX Travere Therapeutics Inc. | Add +66.5% | 1.66% | +0.77 |
| VRDN Viridian Therapeutics Inc. | Add +76.6% | 2.10% | +0.56 |
| UTHR United Therapeutics Corp. | Add +31.5% | 2.01% | +0.41 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +9.7% | 1.84% | +0.31 |
| NVAX Novavax Inc. | New | 0.27% | +0.27 |
| ZBIO Zenas Biopharma Inc. | Add +158.9% | 0.40% | +0.25 |
| ETNB 89BIO Inc. | New | 0.25% | +0.25 |
| HUM Humana Inc. | Add +23.3% | 0.84% | +0.24 |
| MRVI Maravai Lifesciences Hldgs-A | New | 0.24% | +0.24 |
| AMARIN CORP PLC | Add +124.1% | 0.17% | +0.10 |
| IFRX Inflarx NV | Add +240.3% | 0.19% | +0.07 |
| EHTH Ehealth Inc. | New | 0.07% | +0.07 |
| ALEC Alector Inc. | Add +208.6% | 0.09% | +0.05 |
| MRUS Merus NV | Add +3.0% | 0.34% | +0.04 |
| STRO Sutro Biopharma Inc. Com SHS | Add +230.1% | 0.17% | +0.04 |
| AUTL Autolus Therapeutics PLC | Add +247.8% | 0.06% | +0.04 |
| ACIU Ac Immune SA | New | 0.02% | +0.02 |
| NTRA Natera Inc. | Add +1.9% | 14.30% | −0.02 |
| KPTI Karyopharm Therapeutics Inc. | Add +84.7% | 0.11% | −0.04 |
| NAMS Newamsterdam Pharma Co. NV | Add +2.0% | 0.65% | −0.08 |
| ZIMV Zimvie Inc. | Add +0.4% | 2.54% | −0.44 |
| VERA Vera Therapeutics Inc. | Add +18.7% | 5.16% | −1.82 |
Options Activity Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | put | Reduce -49.2% | 123,600 | $58.0M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +158.1% | 76,900 | $43.0M |
| TLT iShares 20+ Year Treasury BD | put | Sold out | 179,400 | $15.7Mbefore exit |
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 |