Eversept Partners, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Eversept Partners, LP reported 67 stock positions worth $992.2 million. Its top holding was Natera (NTRA) at 13.6% of the portfolio, followed by GSK PLC-Spon ADR (GSK, 8.7%) and Vera Therapeutics (VERA, 5.7%). Compared with Q1 2025, it opened 18 new positions, sold out of 6, added to 22 and reduced 22. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale GSK PLC-Spon ADR (GSK, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $992.2M (Q2 2025)
- SEC Filing
- 0001697013-25-000008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 67 stocks · $992.2M
| NTRA Natera Inc. | 13.56% | 796,375 | $134.5M | Reduce -10.9% |
| GSK GSK PLC-Spon ADR | 8.68% | 2,242,388 | $86.1M | Reduce -14.5% |
| VERA Vera Therapeutics Inc. | 5.66% | 2,383,055 | $56.1M | Add +25.5% |
| RVTY Revvity Inc. | 4.97% | 510,330 | $49.4M | Add +70.6% |
| PCVX Vaxcyte Inc. | 4.25% | 1,298,514 | $42.2M | Add +133.1% |
| HCA HCA Healthcare Inc. | 3.86% | 99,983 | $38.3M | Reduce -34.4% |
| SNDX Syndax Pharmaceuticals Inc. | 3.84% | 4,065,355 | $38.1M | Reduce -3.5% |
| BRKR Bruker Corp. | 3.48% | 839,284 | $34.6M | Add +68.1% |
| VRDN Viridian Therapeutics Inc. | 2.68% | 1,902,539 | $26.6M | Add +38.1% |
| IONS Ionis Pharmaceuticals Inc. | 2.35% | 588,900 | $23.3M | Add +13.9% |
| CNC Centene Corp. | 2.18% | 398,726 | $21.6M | Add +17.2% |
| INSP Inspire Medical Systems Inc. | 2.15% | 164,473 | $21.3M | Reduce -11.8% |
| CYH Community Health Systems Inc. | 2.11% | 6,144,384 | $20.9M | Reduce -27.4% |
| AVTR Avantor Inc. | 2.07% | 1,526,164 | $20.5M | Add +1142.6% |
| TECH Bio-Techne Corp. | 2.04% | 394,139 | $20.3M | Add +40.7% |
| TVTX Travere Therapeutics Inc. | 1.96% | 1,315,033 | $19.5M | Add +61.1% |
| ZIMV Zimvie Inc. | 1.96% | 2,079,380 | $19.4M | No change |
| UNH Unitedhealth Group Inc. | 1.91% | 60,736 | $18.9M | New |
| ILMN Illumina Inc. | 1.91% | 198,584 | $18.9M | New |
| TEVA Teva Pharmaceutical-SP ADR | 1.78% | 1,052,881 | $17.6M | Reduce -25.4% |
| CLDX Celldex Therapeutics Inc. | 1.72% | 838,736 | $17.1M | Add +20.4% |
| UTHR United Therapeutics Corp. | 1.72% | 59,366 | $17.1M | Add +3.3% |
| HQY Healthequity Inc. | 1.65% | 155,868 | $16.3M | Reduce -55.7% |
| IQV Iqvia Holdings Inc. | 1.55% | 97,604 | $15.4M | New |
| PTGX Protagonist Therapeutics Inc. | 1.54% | 277,316 | $15.3M | Reduce -49.3% |
| DVAX Dynavax Technologies Corp. | 1.20% | 1,197,189 | $11.9M | New |
| MIRM Mirum Pharmaceuticals Inc. | 1.19% | 232,175 | $11.8M | New |
| BCRX Biocryst Pharmaceuticals Inc. | 1.09% | 1,207,638 | $10.8M | Reduce -44.4% |
| EOLS Evolus Inc. | 1.09% | 1,170,311 | $10.8M | New |
| HUM Humana Inc. | 1.07% | 43,620 | $10.7M | Add +56.0% |
| GERN Geron Corp. | 1.04% | 7,320,174 | $10.3M | New |
| GMED Globus Medical Inc. Class A | 1.01% | 169,643 | $10.0M | Reduce -12.1% |
| ICLR Icon PLC | 0.95% | 64,587 | $9.4M | Add +495.8% |
| NAMS Newamsterdam Pharma Co. NV | 0.76% | 414,430 | $7.5M | Add +47.5% |
| ELV Elevance Health Inc. | 0.74% | 18,962 | $7.4M | Add +20.8% |
| REGN Regeneron Pharmaceuticals | 0.70% | 13,254 | $7.0M | New |
| MRUS Merus NV | 0.69% | 130,924 | $6.9M | Add +86.2% |
| MOH Molina Healthcare Inc. | 0.62% | 20,600 | $6.1M | Reduce -13.2% |
| TMO Thermo Fisher Scientific Inc. | 0.56% | 13,685 | $5.5M | New |
| EWTX Edgewise Therapeutics Inc. | 0.52% | 392,739 | $5.1M | New |
| DHR Danaher Corp. | 0.47% | 23,449 | $4.6M | New |
| LQDA Liquidia Corp. | 0.45% | 358,828 | $4.5M | Add +138.5% |
| GKOS Glaukos Corp. | 0.33% | 31,496 | $3.3M | Reduce -80.2% |
| ZBIO Zenas Biopharma Inc. | 0.32% | 325,479 | $3.2M | Reduce -27.0% |
| NKTR Nektar Therapeutics | 0.30% | 115,000 | $3.0M | New |
| ALEC Alector Inc. | 0.28% | 1,986,072 | $2.8M | Add +221.7% |
| AMRN Amarin Corp. PLC -ADR | 0.27% | 167,276 | $2.7M | Reduce -1.6% |
| MNKD Mannkind Corp. | 0.26% | 697,710 | $2.6M | No change |
| ETNB 89BIO Inc. | 0.23% | 235,990 | $2.3M | Reduce -22.3% |
| RGEN Repligen Corp. | 0.23% | 18,620 | $2.3M | Add +0.9% |
| GOSS Gossamer Bio Inc. | 0.21% | 1,695,762 | $2.1M | Reduce -56.5% |
| GPCR Structure Therapeutics Inc. | 0.21% | 99,338 | $2.1M | New |
| RLAY Relay Therapeutics Inc. | 0.19% | 533,409 | $1.8M | New |
| STRO Sutro Biopharma Inc. Com SHS | 0.16% | 2,292,261 | $1.6M | No change |
| MRVI Maravai Lifesciences Hldgs-A | 0.16% | 640,673 | $1.5M | Reduce -32.0% |
| BCYC Bicycle Therapeutics PLC-ADR | 0.15% | 211,469 | $1.5M | New |
| AUTL Autolus Therapeutics PLC | 0.14% | 610,231 | $1.4M | Add +77.4% |
| IFRX Inflarx NV | 0.13% | 1,640,430 | $1.3M | Reduce -2.1% |
| PNTG The Pennant Group Inc. | 0.11% | 37,980 | $1.1M | New |
| KPTI Karyopharm Therapeutics Inc. | 0.11% | 257,154 | $1.1M | No change |
| ITOS Iteos Therapeutics Inc. | 0.11% | 109,324 | $1.1M | Reduce -50.4% |
| FTRE Fortrea Holdings Inc. | 0.11% | 219,384 | $1.1M | Reduce -25.2% |
| PBYI Puma Biotechnology Inc. | 0.08% | 240,688 | $826K | Reduce -12.7% |
| ARCT Arcturus Therapeutics Holdin | 0.06% | 48,364 | $629K | New |
| EHTH Ehealth Inc. | 0.06% | 128,322 | $558K | Add +43.8% |
| MODVQ Modivcare Inc. | 0.03% | 100,000 | $312K | New |
| ACIU Ac Immune SA | 0.02% | 100,752 | $205K | No change |
Options reported separately and not counted above: QQQ puts ($95.0M).
Portfolio Sells Q1 2025 → Q2 2025
| GSK GSK PLC-Spon ADR | Reduce -14.5% | 8.68% | −2.82 |
| HCA HCA Healthcare Inc. | Reduce -34.4% | 3.86% | −2.10 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −2.09 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -3.5% | 3.84% | −2.02 |
| HQY Healthequity Inc. | Reduce -55.7% | 1.65% | −1.87 |
| PTGX Protagonist Therapeutics Inc. | Reduce -49.3% | 1.54% | −1.45 |
| GKOS Glaukos Corp. | Reduce -80.2% | 0.33% | −1.44 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −1.27 |
| INSP Inspire Medical Systems Inc. | Reduce -11.8% | 2.15% | −1.21 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.89 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.89 |
| BCRX Biocryst Pharmaceuticals Inc. | Reduce -44.4% | 1.09% | −0.75 |
| NTRA Natera Inc. | Reduce -10.9% | 13.56% | −0.74 |
| TEVA Teva Pharmaceutical-SP ADR | Reduce -25.4% | 1.78% | −0.68 |
| GMED Globus Medical Inc. Class A | Reduce -12.1% | 1.01% | −0.59 |
| CYH Community Health Systems Inc. | Reduce -27.4% | 2.11% | −0.48 |
| GOSS Gossamer Bio Inc. | Reduce -56.5% | 0.21% | −0.27 |
| MOH Molina Healthcare Inc. | Reduce -13.2% | 0.62% | −0.27 |
| NVAX Novavax Inc. | Sold out | 0.00% | −0.27 |
| FTRE Fortrea Holdings Inc. | Reduce -25.2% | 0.11% | −0.14 |
| XOMA Xoma Royalty Corporation | Sold out | 0.00% | −0.10 |
| ZBIO Zenas Biopharma Inc. | Reduce -27.0% | 0.32% | −0.08 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -32.0% | 0.16% | −0.08 |
| IFRX Inflarx NV | Reduce -2.1% | 0.13% | −0.06 |
| ITOS Iteos Therapeutics Inc. | Reduce -50.4% | 0.11% | −0.04 |
| ETNB 89BIO Inc. | Reduce -22.3% | 0.23% | −0.02 |
| PBYI Puma Biotechnology Inc. | Reduce -12.7% | 0.08% | −0.01 |
| AMRN Amarin Corp. PLC -ADR | Reduce -1.6% | 0.27% | +0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | New | 1.91% | +1.91 |
| ILMN Illumina Inc. | New | 1.91% | +1.91 |
| PCVX Vaxcyte Inc. | Add +133.1% | 4.25% | +1.87 |
| AVTR Avantor Inc. | Add +1142.6% | 2.07% | +1.84 |
| IQV Iqvia Holdings Inc. | New | 1.55% | +1.55 |
| RVTY Revvity Inc. | Add +70.6% | 4.97% | +1.39 |
| DVAX Dynavax Technologies Corp. | New | 1.20% | +1.20 |
| MIRM Mirum Pharmaceuticals Inc. | New | 1.19% | +1.19 |
| BRKR Bruker Corp. | Add +68.1% | 3.48% | +1.13 |
| EOLS Evolus Inc. | New | 1.09% | +1.09 |
| GERN Geron Corp. | New | 1.04% | +1.04 |
| ICLR Icon PLC | Add +495.8% | 0.95% | +0.73 |
| REGN Regeneron Pharmaceuticals | New | 0.70% | +0.70 |
| IONS Ionis Pharmaceuticals Inc. | Add +13.9% | 2.35% | +0.58 |
| VRDN Viridian Therapeutics Inc. | Add +38.1% | 2.68% | +0.58 |
| TMO Thermo Fisher Scientific Inc. | New | 0.56% | +0.56 |
| EWTX Edgewise Therapeutics Inc. | New | 0.52% | +0.52 |
| VERA Vera Therapeutics Inc. | Add +25.5% | 5.66% | +0.50 |
| DHR Danaher Corp. | New | 0.47% | +0.47 |
| MRUS Merus NV | Add +86.2% | 0.69% | +0.36 |
| TVTX Travere Therapeutics Inc. | Add +61.1% | 1.96% | +0.31 |
| NKTR Nektar Therapeutics | New | 0.30% | +0.30 |
| CLDX Celldex Therapeutics Inc. | Add +20.4% | 1.72% | +0.29 |
| HUM Humana Inc. | Add +56.0% | 1.07% | +0.24 |
| GPCR Structure Therapeutics Inc. | New | 0.21% | +0.21 |
| LQDA Liquidia Corp. | Add +138.5% | 0.45% | +0.20 |
| ALEC Alector Inc. | Add +221.7% | 0.28% | +0.19 |
| RLAY Relay Therapeutics Inc. | New | 0.19% | +0.19 |
| TECH Bio-Techne Corp. | Add +40.7% | 2.04% | +0.19 |
| BCYC Bicycle Therapeutics PLC-ADR | New | 0.15% | +0.15 |
| PNTG The Pennant Group Inc. | New | 0.11% | +0.11 |
| NAMS Newamsterdam Pharma Co. NV | Add +47.5% | 0.76% | +0.11 |
| AUTL Autolus Therapeutics PLC | Add +77.4% | 0.14% | +0.08 |
| ARCT Arcturus Therapeutics Holdin | New | 0.06% | +0.06 |
| MODVQ Modivcare Inc. | New | 0.03% | +0.03 |
| EHTH Ehealth Inc. | Add +43.8% | 0.06% | −0.01 |
| ELV Elevance Health Inc. | Add +20.8% | 0.74% | −0.03 |
| RGEN Repligen Corp. | Add +0.9% | 0.23% | −0.03 |
| CNC Centene Corp. | Add +17.2% | 2.18% | −0.16 |
| UTHR United Therapeutics Corp. | Add +3.3% | 1.72% | −0.29 |
Options Activity Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | put | Add +39.3% | 172,200 | $95.0M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 76,900 | $43.0Mbefore 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 |