Eversept Partners, LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Eversept Partners, LP reported 83 stock positions worth $1.3 billion. Its top holding was United Therapeutics (UTHR) at 8.1% of the portfolio, followed by GSK PLC-Spon ADR (GSK, 7.0%) and Natera (NTRA, 6.4%). Compared with Q2 2025, it opened 29 new positions, sold out of 13, added to 25 and reduced 24. The biggest buy was United Therapeutics (UTHR, shares +327%) and the biggest sale Natera (NTRA, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001697013-25-000010 ↗ filed Nov 14, 2025
Holdings Value
Holdings 83 stocks · $1.3B
| UTHR United Therapeutics Corp. | 8.13% | 253,220 | $106.2M | Add +326.5% |
| GSK GSK PLC-Spon ADR | 7.01% | 2,120,446 | $91.5M | Reduce -5.4% |
| NTRA Natera Inc. | 6.41% | 519,644 | $83.6M | Reduce -34.8% |
| VERA Vera Therapeutics Inc. | 6.25% | 2,807,836 | $81.6M | Add +17.8% |
| SNDX Syndax Pharmaceuticals Inc. | 4.09% | 3,467,314 | $53.3M | Reduce -14.7% |
| PCVX Vaxcyte Inc. | 3.92% | 1,421,983 | $51.2M | Add +9.5% |
| QURE Uniqure NV | 3.92% | 877,373 | $51.2M | New |
| HCA HCA Healthcare Inc. | 3.65% | 111,700 | $47.6M | Add +11.7% |
| VRDN Viridian Therapeutics Inc. | 3.18% | 1,924,306 | $41.5M | Add +1.1% |
| ZIMV Zimvie Inc. | 3.02% | 2,079,380 | $39.4M | No change |
| ABVX Abivax SA-ADR | 2.77% | 426,499 | $36.2M | New |
| IONS Ionis Pharmaceuticals Inc. | 2.70% | 538,661 | $35.2M | Reduce -8.5% |
| RVTY Revvity Inc. | 2.65% | 394,311 | $34.6M | Reduce -22.7% |
| TVTX Travere Therapeutics Inc. | 2.59% | 1,417,204 | $33.9M | Add +7.8% |
| TECH Bio-Techne Corp. | 2.52% | 591,540 | $32.9M | Add +50.1% |
| CLDX Celldex Therapeutics Inc. | 2.29% | 1,153,920 | $29.9M | Add +37.6% |
| TEVA Teva Pharmaceutical-SP ADR | 2.11% | 1,363,653 | $27.5M | Add +29.5% |
| BRKR Bruker Corp. | 1.71% | 687,129 | $22.3M | Reduce -18.1% |
| CYH Community Health Systems Inc. | 1.71% | 6,950,051 | $22.3M | Add +13.1% |
| UNH Unitedhealth Group Inc. | 1.66% | 62,820 | $21.7M | Add +3.4% |
| DHR Danaher Corp. | 1.51% | 99,273 | $19.7M | Add +323.4% |
| GERN Geron Corp. | 1.32% | 12,599,002 | $17.3M | Add +72.1% |
| ELV Elevance Health Inc. | 1.11% | 44,980 | $14.5M | Add +137.2% |
| PODD Insulet Corp. | 1.08% | 45,604 | $14.1M | New |
| RGEN Repligen Corp. | 1.08% | 105,087 | $14.0M | Add +464.4% |
| NAMS Newamsterdam Pharma Co. NV | 1.06% | 488,592 | $13.9M | Add +17.9% |
| RNAM Avidity Biosciences Inc. | 1.01% | 302,911 | $13.2M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.93% | 217,708 | $12.1M | New |
| ILMN Illumina Inc. | 0.90% | 123,674 | $11.7M | Reduce -37.7% |
| AVTR Avantor Inc. | 0.88% | 924,442 | $11.5M | Reduce -39.4% |
| LQDA Liquidia Corp. | 0.85% | 486,021 | $11.1M | Add +35.5% |
| MNKD Mannkind Corp. | 0.84% | 2,042,727 | $11.0M | Add +192.8% |
| BCRX Biocryst Pharmaceuticals Inc. | 0.80% | 1,373,625 | $10.4M | Add +13.7% |
| SPRY Ars Pharmaceuticals Inc. | 0.75% | 976,511 | $9.8M | New |
| ICLR Icon PLC | 0.74% | 55,025 | $9.6M | Reduce -14.8% |
| REGN Regeneron Pharmaceuticals | 0.72% | 16,720 | $9.4M | Add +26.1% |
| EOLS Evolus Inc. | 0.69% | 1,475,109 | $9.1M | Add +26.0% |
| EWTX Edgewise Therapeutics Inc. | 0.62% | 502,234 | $8.1M | Add +27.9% |
| CNC Centene Corp. | 0.61% | 224,550 | $8.0M | Reduce -43.7% |
| BMRN Biomarin Pharmaceutical Inc. | 0.61% | 146,642 | $7.9M | New |
| ARDX Ardelyx Inc. | 0.60% | 1,429,377 | $7.9M | New |
| BIIB Biogen Inc. | 0.56% | 51,765 | $7.3M | New |
| CPRX Catalyst Pharmaceuticals Inc. | 0.53% | 350,812 | $6.9M | New |
| DVAX Dynavax Technologies Corp. | 0.53% | 693,527 | $6.9M | Reduce -42.1% |
| ISRG Intuitive Surgical Inc. | 0.49% | 14,426 | $6.5M | New |
| ETNB 89BIO Inc. | 0.44% | 392,441 | $5.8M | Add +66.3% |
| HQY Healthequity Inc. | 0.38% | 52,388 | $5.0M | Reduce -66.4% |
| GPCR Structure Therapeutics Inc. | 0.36% | 166,391 | $4.7M | Add +67.5% |
| MRUS Merus NV | 0.35% | 48,054 | $4.5M | Reduce -63.3% |
| ALEC Alector Inc. | 0.34% | 1,488,725 | $4.4M | Reduce -25.0% |
| HUM Humana Inc. | 0.33% | 16,652 | $4.3M | Reduce -61.8% |
| RAPP Rapport Therapeutics Inc. | 0.33% | 143,565 | $4.3M | New |
| TYRA Tyra Biosciences Inc. | 0.29% | 272,706 | $3.8M | New |
| MIRM Mirum Pharmaceuticals Inc. | 0.28% | 49,314 | $3.6M | Reduce -78.8% |
| ZBIO Zenas Biopharma Inc. | 0.27% | 158,742 | $3.5M | Reduce -51.2% |
| ACAD Acadia Pharmaceuticals Inc. | 0.27% | 164,237 | $3.5M | New |
| BVS Bioventus Inc. Class A | 0.22% | 433,933 | $2.9M | New |
| NKTR Nektar Therapeutics | 0.22% | 49,890 | $2.8M | Reduce -56.6% |
| AMRN Amarin Corp. PLC -ADR | 0.21% | 167,276 | $2.7M | No change |
| RLAY Relay Therapeutics Inc. | 0.19% | 479,056 | $2.5M | Reduce -10.2% |
| GOSS Gossamer Bio Inc. | 0.19% | 925,233 | $2.4M | Reduce -45.4% |
| KURA Kura Oncology Inc. | 0.18% | 263,628 | $2.3M | New |
| IFRX Inflarx NV | 0.18% | 1,730,635 | $2.3M | Add +5.5% |
| IVVD Invivyd Inc. | 0.17% | 2,047,265 | $2.3M | New |
| AVR Anteris Technologies Global | 0.17% | 500,000 | $2.3M | New |
| NVAX Novavax Inc. | 0.16% | 243,184 | $2.1M | New |
| ARQT Arcutis Biotherapeutics Inc. | 0.16% | 111,466 | $2.1M | New |
| STRO Sutro Biopharma Inc. Com SHS | 0.15% | 2,291,313 | $2.0M | Reduce -0.0% |
| FTRE Fortrea Holdings Inc. | 0.14% | 219,384 | $1.8M | No change |
| MOH Molina Healthcare Inc. | 0.14% | 9,470 | $1.8M | Reduce -54.0% |
| CTNM Contineum Therapeutics Inc. Class A | 0.12% | 134,619 | $1.6M | New |
| BCYC Bicycle Therapeutics PLC-ADR | 0.12% | 194,440 | $1.5M | Reduce -8.1% |
| PLRX Pliant Therapeutics Inc. | 0.09% | 824,594 | $1.2M | New |
| KRRO Korro Bio Inc. | 0.08% | 20,856 | $999K | New |
| SRZN Surrozen Inc. | 0.08% | 76,997 | $992K | New |
| PNTG The Pennant Group Inc. | 0.07% | 37,980 | $958K | No change |
| MRVI Maravai Lifesciences Hldgs-A | 0.06% | 290,673 | $834K | Reduce -54.6% |
| PVLA Palvella Therapeutics Inc. | 0.05% | 11,343 | $711K | New |
| EHTH Ehealth Inc. | 0.04% | 128,322 | $553K | No change |
| RVP Retractable Technologies Inc. | 0.02% | 363,315 | $306K | New |
| REPL Replimune Group Inc. | 0.02% | 59,992 | $251K | New |
| CBLL Ceribell Inc. | 0.01% | 17,094 | $196K | New |
| DYN Dyne Therapeutics Inc. | 0.01% | 10,000 | $127K | New |
Options reported separately and not counted above: QQQ puts ($138.1M), UTHR puts ($6.8M), ATYR puts ($475K).
Portfolio Sells Q2 2025 → Q3 2025
| NTRA Natera Inc. | Reduce -34.8% | 6.41% | −7.15 |
| RVTY Revvity Inc. | Reduce -22.7% | 2.65% | −2.33 |
| INSP Inspire Medical Systems Inc. | Sold out | 0.00% | −2.15 |
| BRKR Bruker Corp. | Reduce -18.1% | 1.71% | −1.78 |
| GSK GSK PLC-Spon ADR | Reduce -5.4% | 7.01% | −1.67 |
| CNC Centene Corp. | Reduce -43.7% | 0.61% | −1.57 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −1.55 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −1.54 |
| HQY Healthequity Inc. | Reduce -66.4% | 0.38% | −1.27 |
| AVTR Avantor Inc. | Reduce -39.4% | 0.88% | −1.19 |
| ILMN Illumina Inc. | Reduce -37.7% | 0.90% | −1.01 |
| GMED Globus Medical Inc. Class A | Sold out | 0.00% | −1.01 |
| MIRM Mirum Pharmaceuticals Inc. | Reduce -78.8% | 0.28% | −0.91 |
| HUM Humana Inc. | Reduce -61.8% | 0.33% | −0.74 |
| DVAX Dynavax Technologies Corp. | Reduce -42.1% | 0.53% | −0.67 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.56 |
| MOH Molina Healthcare Inc. | Reduce -54.0% | 0.14% | −0.48 |
| MRUS Merus NV | Reduce -63.3% | 0.35% | −0.35 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −0.33 |
| ICLR Icon PLC | Reduce -14.8% | 0.74% | −0.21 |
| AUTL Autolus Therapeutics PLC | Sold out | 0.00% | −0.14 |
| KPTI Karyopharm Therapeutics Inc. | Sold out | 0.00% | −0.11 |
| ITOS Iteos Therapeutics Inc. | Sold out | 0.00% | −0.11 |
| MRVI Maravai Lifesciences Hldgs-A | Reduce -54.6% | 0.06% | −0.09 |
| PBYI Puma Biotechnology Inc. | Sold out | 0.00% | −0.08 |
| NKTR Nektar Therapeutics | Reduce -56.6% | 0.22% | −0.08 |
| ARCT Arcturus Therapeutics Holdin | Sold out | 0.00% | −0.06 |
| ZBIO Zenas Biopharma Inc. | Reduce -51.2% | 0.27% | −0.05 |
| BCYC Bicycle Therapeutics PLC-ADR | Reduce -8.1% | 0.12% | −0.03 |
| MODVQ Modivcare Inc. | Sold out | 0.00% | −0.03 |
| GOSS Gossamer Bio Inc. | Reduce -45.4% | 0.19% | −0.02 |
| ACIU Ac Immune SA | Sold out | 0.00% | −0.02 |
| STRO Sutro Biopharma Inc. Com SHS | Reduce -0.0% | 0.15% | −0.01 |
| RLAY Relay Therapeutics Inc. | Reduce -10.2% | 0.19% | +0.01 |
| ALEC Alector Inc. | Reduce -25.0% | 0.34% | +0.06 |
| SNDX Syndax Pharmaceuticals Inc. | Reduce -14.7% | 4.09% | +0.25 |
| IONS Ionis Pharmaceuticals Inc. | Reduce -8.5% | 2.70% | +0.35 |
Portfolio Buys Q2 2025 → Q3 2025
| UTHR United Therapeutics Corp. | Add +326.5% | 8.13% | +6.41 |
| QURE Uniqure NV | New | 3.92% | +3.92 |
| ABVX Abivax SA-ADR | New | 2.77% | +2.77 |
| PODD Insulet Corp. | New | 1.08% | +1.08 |
| DHR Danaher Corp. | Add +323.4% | 1.51% | +1.04 |
| RNAM Avidity Biosciences Inc. | New | 1.01% | +1.01 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.93% | +0.93 |
| RGEN Repligen Corp. | Add +464.4% | 1.08% | +0.84 |
| SPRY Ars Pharmaceuticals Inc. | New | 0.75% | +0.75 |
| TVTX Travere Therapeutics Inc. | Add +7.8% | 2.59% | +0.63 |
| BMRN Biomarin Pharmaceutical Inc. | New | 0.61% | +0.61 |
| ARDX Ardelyx Inc. | New | 0.60% | +0.60 |
| VERA Vera Therapeutics Inc. | Add +17.8% | 6.25% | +0.59 |
| MNKD Mannkind Corp. | Add +192.8% | 0.84% | +0.58 |
| CLDX Celldex Therapeutics Inc. | Add +37.6% | 2.29% | +0.57 |
| BIIB Biogen Inc. | New | 0.56% | +0.56 |
| CPRX Catalyst Pharmaceuticals Inc. | New | 0.53% | +0.53 |
| VRDN Viridian Therapeutics Inc. | Add +1.1% | 3.18% | +0.50 |
| ISRG Intuitive Surgical Inc. | New | 0.49% | +0.49 |
| TECH Bio-Techne Corp. | Add +50.1% | 2.52% | +0.48 |
| LQDA Liquidia Corp. | Add +35.5% | 0.85% | +0.40 |
| ELV Elevance Health Inc. | Add +137.2% | 1.11% | +0.37 |
| TEVA Teva Pharmaceutical-SP ADR | Add +29.5% | 2.11% | +0.33 |
| RAPP Rapport Therapeutics Inc. | New | 0.33% | +0.33 |
| NAMS Newamsterdam Pharma Co. NV | Add +17.9% | 1.06% | +0.31 |
| TYRA Tyra Biosciences Inc. | New | 0.29% | +0.29 |
| GERN Geron Corp. | Add +72.1% | 1.32% | +0.28 |
| ACAD Acadia Pharmaceuticals Inc. | New | 0.27% | +0.27 |
| BVS Bioventus Inc. Class A | New | 0.22% | +0.22 |
| ETNB 89BIO Inc. | Add +66.3% | 0.44% | +0.21 |
| KURA Kura Oncology Inc. | New | 0.18% | +0.18 |
| IVVD Invivyd Inc. | New | 0.17% | +0.17 |
| AVR Anteris Technologies Global | New | 0.17% | +0.17 |
| NVAX Novavax Inc. | New | 0.16% | +0.16 |
| ARQT Arcutis Biotherapeutics Inc. | New | 0.16% | +0.16 |
| GPCR Structure Therapeutics Inc. | Add +67.5% | 0.36% | +0.15 |
| CTNM Contineum Therapeutics Inc. Class A | New | 0.12% | +0.12 |
| EWTX Edgewise Therapeutics Inc. | Add +27.9% | 0.62% | +0.10 |
| PLRX Pliant Therapeutics Inc. | New | 0.09% | +0.09 |
| KRRO Korro Bio Inc. | New | 0.08% | +0.08 |
| SRZN Surrozen Inc. | New | 0.08% | +0.08 |
| PVLA Palvella Therapeutics Inc. | New | 0.05% | +0.05 |
| IFRX Inflarx NV | Add +5.5% | 0.18% | +0.05 |
| RVP Retractable Technologies Inc. | New | 0.02% | +0.02 |
| REPL Replimune Group Inc. | New | 0.02% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +26.1% | 0.72% | +0.02 |
| CBLL Ceribell Inc. | New | 0.01% | +0.01 |
| DYN Dyne Therapeutics Inc. | New | 0.01% | +0.01 |
| HCA HCA Healthcare Inc. | Add +11.7% | 3.65% | −0.21 |
| UNH Unitedhealth Group Inc. | Add +3.4% | 1.66% | −0.25 |
Options Activity Q2 2025 → Q3 2025
| QQQ Invesco QQQ Trust Series 1 | put | Add +33.6% | 230,000 | $138.1M |
| UTHR United Therapeutics Corp. | put | New | 16,200 | $6.8M |
| ATYR Atyr Pharma Inc. | put | New | 658,000 | $475K |
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 |