Eversept Partners, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Eversept Partners, LP reported 104 stock positions worth $1.5 billion. Its top holding was United Therapeutics (UTHR) at 10.3% of the portfolio, followed by Abivax SA-ADR (ABVX, 6.9%) and GSK PLC-Spon ADR (GSK, 6.5%). Compared with Q4 2025, it opened 32 new positions, sold out of 31, added to 34 and reduced 35. The biggest buy was United Therapeutics (UTHR, shares +5%) and the biggest sale Vera Therapeutics (VERA, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001697013
- Portfolio Value
- $1.5B (Q1 2026)
- SEC Filing
- 0001697013-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 104 stocks · $1.5B
| UTHR United Therapeutics Corp. | 10.33% | 264,271 | $156.7M | Add +4.6% |
| ABVX Abivax SA-ADR | 6.86% | 934,423 | $104.0M | Add +42.0% |
| GSK GSK PLC-Spon ADR | 6.49% | 1,785,175 | $98.5M | Reduce -33.4% |
| VERA Vera Therapeutics Inc. | 5.76% | 2,173,286 | $87.4M | Reduce -29.3% |
| NTRA Natera Inc. | 5.07% | 384,713 | $76.9M | Add +15.0% |
| SNDX Syndax Pharmaceuticals Inc. | 4.44% | 2,885,622 | $67.4M | Reduce -12.9% |
| CLDX Celldex Therapeutics Inc. | 3.74% | 1,788,016 | $56.7M | Add +24.6% |
| PCVX Vaxcyte Inc. | 3.54% | 924,193 | $53.7M | Reduce -22.8% |
| BKD Brookdale Senior Living Inc. | 3.22% | 3,568,555 | $48.8M | Add +851.8% |
| IONS Ionis Pharmaceuticals Inc. | 3.13% | 632,100 | $47.5M | Add +17.4% |
| HCA HCA Healthcare Inc. | 2.47% | 79,229 | $37.5M | Reduce -17.4% |
| WELL Welltower Inc. | 2.36% | 180,953 | $35.8M | New |
| DOC Healthpeak Properties Inc. | 2.15% | 1,981,070 | $32.5M | New |
| PODD Insulet Corp. | 1.99% | 143,546 | $30.1M | Add +92.1% |
| BCRX Biocryst Pharmaceuticals Inc. | 1.91% | 3,039,820 | $28.9M | Add +1.6% |
| GERN Geron Corp. | 1.85% | 18,834,883 | $28.1M | Add +6.7% |
| OHI Omega Healthcare Investors | 1.69% | 585,680 | $25.7M | New |
| LQDA Liquidia Corp. | 1.68% | 677,392 | $25.6M | Add +33.0% |
| CYH Community Health Systems Inc. | 1.68% | 8,677,281 | $25.5M | Add +9.2% |
| AVTR Avantor Inc. | 1.54% | 2,974,287 | $23.3M | Reduce -6.4% |
| QGEN Qiagen N.V. | 1.44% | 545,330 | $21.8M | New |
| EHC Encompass Health Corp. | 1.24% | 194,104 | $18.8M | Add +81.5% |
| LLY Eli Lilly & Co. | 1.15% | 19,000 | $17.5M | Add +78.9% |
| TVTX Travere Therapeutics Inc. | 1.06% | 542,610 | $16.1M | Reduce -53.8% |
| CTMX Cytomx Therapeutics Inc. | 0.99% | 3,188,514 | $15.0M | Add +27.2% |
| RGEN Repligen Corp. | 0.94% | 120,785 | $14.2M | New |
| BBNX Beta Bionics Inc. | 0.93% | 1,414,838 | $14.2M | Add +108.6% |
| VRDN Viridian Therapeutics Inc. | 0.92% | 713,269 | $14.0M | Reduce -60.0% |
| ARQT Arcutis Biotherapeutics Inc. | 0.90% | 576,580 | $13.6M | Add +32.7% |
| ARDX Ardelyx Inc. | 0.88% | 2,229,446 | $13.4M | Add +30.0% |
| LTC LTC Properties Inc. filed as LTC PPTYS INC | 0.79% | 321,046 | $11.9M | New |
| BMRN Biomarin Pharmaceutical Inc. | 0.77% | 207,768 | $11.7M | Add +121.6% |
| CHE Chemed Corp. | 0.77% | 31,057 | $11.7M | New |
| PHVS Pharvaris NV | 0.76% | 406,960 | $11.5M | Reduce -7.3% |
| PNTG The Pennant Group Inc. | 0.63% | 312,178 | $9.5M | Add +6.2% |
| NAMS Newamsterdam Pharma Co. NV | 0.60% | 285,764 | $9.1M | Reduce -32.1% |
| PALI Palisade Bio Inc. | 0.58% | 4,987,499 | $8.7M | Reduce -7.5% |
| MRNA Moderna Inc. | 0.53% | 159,708 | $8.1M | Reduce -40.4% |
| VKTX Viking Therapeutics Inc. | 0.51% | 239,110 | $7.8M | New |
| ICLR Icon PLC | 0.50% | 68,688 | $7.6M | Reduce -28.3% |
| XENE Xenon Pharmaceuticals Inc. | 0.50% | 129,574 | $7.5M | Reduce -44.0% |
| RVTY Revvity Inc. | 0.49% | 84,854 | $7.4M | Reduce -47.9% |
| AGIO Agios Pharmaceuticals Inc. | 0.45% | 200,000 | $6.8M | New |
| GPCR Structure Therapeutics Inc. | 0.44% | 138,036 | $6.7M | Add +8.2% |
| TECH Bio-Techne Corp. | 0.43% | 125,896 | $6.6M | Reduce -66.6% |
| GKOS Glaukos Corp. | 0.43% | 60,214 | $6.5M | Reduce -59.2% |
| THC Tenet Healthcare Corp. | 0.37% | 29,512 | $5.6M | New |
| MDGL Madrigal Pharmaceuticals Inc. | 0.34% | 10,000 | $5.2M | New |
| ISRG Intuitive Surgical Inc. | 0.34% | 11,119 | $5.1M | Reduce -38.4% |
| ESPR Esperion Therapeutics Inc. | 0.31% | 1,735,963 | $4.8M | Reduce -54.9% |
| MOH Molina Healthcare Inc. | 0.29% | 32,811 | $4.4M | Reduce -27.8% |
| HQY Healthequity Inc. | 0.28% | 51,614 | $4.3M | Reduce -72.2% |
| BRKR Bruker Corp. | 0.28% | 117,013 | $4.2M | Reduce -85.1% |
| DAWN Day One Biopharmaceuticals I | 0.26% | 183,902 | $3.9M | New |
| CMPS Compass Pathways PLC | 0.25% | 677,924 | $3.7M | New |
| CNC Centene Corp. | 0.24% | 111,652 | $3.7M | Reduce -65.5% |
| GRCE Grace Therapeutics Inc. | 0.23% | 756,600 | $3.5M | New |
| ENGN Engene Holdings Inc. | 0.23% | 510,543 | $3.5M | Add +12.0% |
| EHAB Enhabit Inc. | 0.21% | 227,451 | $3.2M | Add +4.1% |
| DFTX Definium Therapeutics Inc. | 0.20% | 160,723 | $3.0M | New |
| EQ Equillium Inc. | 0.20% | 1,498,993 | $3.0M | New |
| ENSG The Ensign Group Inc. | 0.20% | 14,761 | $3.0M | New |
| IVVD Invivyd Inc. | 0.20% | 2,276,349 | $3.0M | Add +6.4% |
| PMVP PMV Pharmaceuticals Inc. | 0.19% | 2,348,360 | $2.9M | New |
| ALEC Alector Inc. | 0.19% | 1,351,106 | $2.9M | Add +34.3% |
| ANRO Alto Neuroscience Inc. | 0.19% | 125,168 | $2.8M | New |
| RLAY Relay Therapeutics Inc. | 0.18% | 270,705 | $2.7M | Reduce -44.7% |
| REPL Replimune Group Inc. | 0.17% | 334,861 | $2.6M | New |
| LBRX LB Pharmaceuticals Inc. | 0.16% | 100,198 | $2.5M | New |
| LPCN Lipocine Inc. | 0.16% | 294,989 | $2.4M | New |
| VIR Vir Biotechnology Inc. | 0.15% | 250,000 | $2.2M | New |
| AVR Anteris Technologies Global | 0.15% | 401,187 | $2.2M | Reduce -19.8% |
| AMRN Amarin Corp. PLC -ADR | 0.14% | 147,715 | $2.1M | Reduce -14.2% |
| SVRA Savara Inc. | 0.14% | 384,264 | $2.1M | Add +125.8% |
| RLMD Relmada Therapeutics Inc. | 0.13% | 277,899 | $1.9M | New |
| CTNM Contineum Therapeutics Inc. Class A | 0.13% | 146,411 | $1.9M | Add +6.5% |
| STRO Sutro Biopharma Inc. | 0.12% | 73,161 | $1.8M | Reduce -62.2% |
| INO Inovio Pharmaceuticals Inc. | 0.12% | 1,035,360 | $1.8M | New |
| SRZN Surrozen Inc. | 0.11% | 58,624 | $1.7M | Reduce -38.5% |
| IFRX Inflarx NV | 0.10% | 1,758,573 | $1.6M | Add +0.1% |
| KPTI Karyopharm Therapeutics Inc. | 0.10% | 276,174 | $1.5M | New |
| ANAB Anaptysbio Inc. | 0.10% | 27,089 | $1.5M | Reduce -77.6% |
| NVCR Novocure Ltd. | 0.10% | 134,917 | $1.5M | Add +11.5% |
| BVS Bioventus Inc. Class A | 0.10% | 159,110 | $1.5M | Reduce -66.2% |
| AGL Agilon Health Inc. | 0.09% | 176,588 | $1.4M | New |
| RARE Ultragenyx Pharmaceutical Inc. | 0.09% | 62,575 | $1.3M | Reduce -80.3% |
| EVMN Evommune Inc. | 0.08% | 54,680 | $1.3M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.08% | 39,238 | $1.2M | New |
| ASMB Assembly Biosciences Inc. | 0.07% | 40,889 | $1.1M | Reduce -74.4% |
| PLRX Pliant Therapeutics Inc. | 0.07% | 891,425 | $1.1M | Add +5.9% |
| SPRY Ars Pharmaceuticals Inc. | 0.07% | 136,235 | $1.1M | Reduce -45.9% |
| WHWK Whitehawk Therapeutics Inc. | 0.07% | 306,800 | $1.1M | Add +17.9% |
| TYRA Tyra Biosciences Inc. | 0.07% | 27,055 | $1.0M | Reduce -90.3% |
| PASG Passage Bio Inc. | 0.07% | 131,581 | $1.0M | Add +4.2% |
| DHC Diversified Healthcare Trust | 0.07% | 151,283 | $1.0M | New |
| INMD Inmode Ltd. | 0.06% | 67,744 | $927K | Add +9.4% |
| SNDA Sonida Senior Living Inc. | 0.06% | 28,437 | $917K | New |
| BCYC Bicycle Therapeutics PLC-ADR | 0.06% | 190,715 | $885K | Add +6.6% |
| EDIT Editas Medicine Inc. | 0.05% | 290,919 | $719K | No change |
| SSII SS Innovations International | 0.04% | 110,157 | $551K | Add +46.2% |
Options reported separately and not counted above: QQQ puts ($137.8M), SPY puts ($69.6M), VRTX calls ($40.2M), TLT puts ($37.2M), QGEN calls ($19.1M), INSM calls ($15.4M), HYG puts ($14.3M), UNH calls ($10.8M), IWM puts ($9.9M), XLK puts ($9.3M), PRAX puts ($4.8M), XBI puts ($3.8M), and 4 more.
Portfolio Sells Q4 2025 → Q1 2026
| VERA Vera Therapeutics Inc. | Reduce -29.3% | 5.76% | −2.96 |
| DHR Danaher Corp. | Sold out | 0.00% | −2.39 |
| VRDN Viridian Therapeutics Inc. | Reduce -60.0% | 0.92% | −2.19 |
| BRKR Bruker Corp. | Reduce -85.1% | 0.28% | −1.79 |
| TVTX Travere Therapeutics Inc. | Reduce -53.8% | 1.06% | −1.46 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −1.38 |
| CDTX Cidara Therapeutics Inc. | Sold out | 0.00% | −1.22 |
| TEVA Teva Pharmaceutical-SP ADR | Sold out | 0.00% | −1.16 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.13 |
| GSK GSK PLC-Spon ADR | Reduce -33.4% | 6.49% | −0.88 |
| TECH Bio-Techne Corp. | Reduce -66.6% | 0.43% | −0.81 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.77 |
| SEM Select Medical Holdings Corp. | Sold out | 0.00% | −0.75 |
| CGON CG Oncology Inc. | Sold out | 0.00% | −0.72 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.71 |
| HQY Healthequity Inc. | Reduce -72.2% | 0.28% | −0.67 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.59 |
| MNKD Mannkind Corp. | Sold out | 0.00% | −0.59 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.58 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.56 |
| DVAX Dynavax Technologies Corp. | Sold out | 0.00% | −0.52 |
| CNC Centene Corp. | Reduce -65.5% | 0.24% | −0.51 |
| GKOS Glaukos Corp. | Reduce -59.2% | 0.43% | −0.51 |
| AVTR Avantor Inc. | Reduce -6.4% | 1.54% | −0.50 |
| ESPR Esperion Therapeutics Inc. | Reduce -54.9% | 0.31% | −0.49 |
| ICLR Icon PLC | Reduce -28.3% | 0.50% | −0.48 |
| EWTX Edgewise Therapeutics Inc. | Sold out | 0.00% | −0.47 |
| CPRX Catalyst Pharmaceuticals Inc. | Sold out | 0.00% | −0.47 |
| HUM Humana Inc. | Sold out | 0.00% | −0.47 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.44 |
| RVTY Revvity Inc. | Reduce -47.9% | 0.49% | −0.39 |
| TYRA Tyra Biosciences Inc. | Reduce -90.3% | 0.07% | −0.34 |
| RARE Ultragenyx Pharmaceutical Inc. | Reduce -80.3% | 0.09% | −0.32 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.28 |
| ACAD Acadia Pharmaceuticals Inc. | Sold out | 0.00% | −0.26 |
| PTGX Protagonist Therapeutics Inc. | Sold out | 0.00% | −0.26 |
| ZBIO Zenas Biopharma Inc. | Sold out | 0.00% | −0.25 |
| ISRG Intuitive Surgical Inc. | Reduce -38.4% | 0.34% | −0.24 |
| ANAB Anaptysbio Inc. | Reduce -77.6% | 0.10% | −0.23 |
| ASMB Assembly Biosciences Inc. | Reduce -74.4% | 0.07% | −0.23 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -32.1% | 0.60% | −0.23 |
| NHC National Healthcare Corp. | Sold out | 0.00% | −0.22 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −0.22 |
| MOH Molina Healthcare Inc. | Reduce -27.8% | 0.29% | −0.15 |
| PALI Palisade Bio Inc. | Reduce -7.5% | 0.58% | −0.14 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.13 |
| EOLS Evolus Inc. | Sold out | 0.00% | −0.13 |
| BVS Bioventus Inc. Class A | Reduce -66.2% | 0.10% | −0.10 |
| RAPP Rapport Therapeutics Inc. | Sold out | 0.00% | −0.10 |
| SPRY Ars Pharmaceuticals Inc. | Reduce -45.9% | 0.07% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| UTHR United Therapeutics Corp. | Add +4.6% | 10.33% | +3.43 |
| BKD Brookdale Senior Living Inc. | Add +851.8% | 3.22% | +2.99 |
| WELL Welltower Inc. | New | 2.36% | +2.36 |
| DOC Healthpeak Properties Inc. | New | 2.15% | +2.15 |
| ABVX Abivax SA-ADR | Add +42.0% | 6.86% | +1.88 |
| OHI Omega Healthcare Investors | New | 1.69% | +1.69 |
| CLDX Celldex Therapeutics Inc. | Add +24.6% | 3.74% | +1.55 |
| QGEN Qiagen N.V. | New | 1.44% | +1.44 |
| RGEN Repligen Corp. | New | 0.94% | +0.94 |
| PODD Insulet Corp. | Add +92.1% | 1.99% | +0.79 |
| LTC LTC Properties Inc. | New | 0.79% | +0.79 |
| NTRA Natera Inc. | Add +15.0% | 5.07% | +0.77 |
| CHE Chemed Corp. | New | 0.77% | +0.77 |
| IONS Ionis Pharmaceuticals Inc. | Add +17.4% | 3.13% | +0.74 |
| LQDA Liquidia Corp. | Add +33.0% | 1.68% | +0.70 |
| EHC Encompass Health Corp. | Add +81.5% | 1.24% | +0.60 |
| BCRX Biocryst Pharmaceuticals Inc. | Add +1.6% | 1.91% | +0.60 |
| GERN Geron Corp. | Add +6.7% | 1.85% | +0.54 |
| VKTX Viking Therapeutics Inc. | New | 0.51% | +0.51 |
| LLY Eli Lilly & Co. | Add +78.9% | 1.15% | +0.51 |
| BMRN Biomarin Pharmaceutical Inc. | Add +121.6% | 0.77% | +0.46 |
| AGIO Agios Pharmaceuticals Inc. | New | 0.45% | +0.45 |
| CTMX Cytomx Therapeutics Inc. | Add +27.2% | 0.99% | +0.39 |
| THC Tenet Healthcare Corp. | New | 0.37% | +0.37 |
| MDGL Madrigal Pharmaceuticals Inc. | New | 0.34% | +0.34 |
| ARDX Ardelyx Inc. | Add +30.0% | 0.88% | +0.32 |
| CYH Community Health Systems Inc. | Add +9.2% | 1.68% | +0.29 |
| DAWN Day One Biopharmaceuticals I | New | 0.26% | +0.26 |
| CMPS Compass Pathways PLC | New | 0.25% | +0.25 |
| GRCE Grace Therapeutics Inc. | New | 0.23% | +0.23 |
| DFTX Definium Therapeutics Inc. | New | 0.20% | +0.20 |
| EQ Equillium Inc. | New | 0.20% | +0.20 |
| ENSG The Ensign Group Inc. | New | 0.20% | +0.20 |
| PMVP PMV Pharmaceuticals Inc. | New | 0.19% | +0.19 |
| ARQT Arcutis Biotherapeutics Inc. | Add +32.7% | 0.90% | +0.19 |
| ANRO Alto Neuroscience Inc. | New | 0.19% | +0.19 |
| REPL Replimune Group Inc. | New | 0.17% | +0.17 |
| PNTG The Pennant Group Inc. | Add +6.2% | 0.63% | +0.16 |
| LBRX LB Pharmaceuticals Inc. | New | 0.16% | +0.16 |
| LPCN Lipocine Inc. | New | 0.16% | +0.16 |
| VIR Vir Biotechnology Inc. | New | 0.15% | +0.15 |
| RLMD Relmada Therapeutics Inc. | New | 0.13% | +0.13 |
| INO Inovio Pharmaceuticals Inc. | New | 0.12% | +0.12 |
| ALEC Alector Inc. | Add +34.3% | 0.19% | +0.10 |
| KPTI Karyopharm Therapeutics Inc. | New | 0.10% | +0.10 |
| EHAB Enhabit Inc. | Add +4.1% | 0.21% | +0.10 |
| AGL Agilon Health Inc. | New | 0.09% | +0.09 |
| EVMN Evommune Inc. | New | 0.08% | +0.08 |
| SVRA Savara Inc. | Add +125.8% | 0.14% | +0.08 |
| IMCR Immunocore Holdings PLC-ADR | New | 0.08% | +0.08 |
Options Activity Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | put | Add +6.1% | 238,700 | $137.8M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +138.3% | 107,000 | $69.6M |
| VRTX Vertex Pharmaceuticals Inc. | call | New | 90,000 | $40.2M |
| TLT iShares 20+ Year Treasury BD | put | Add +86.4% | 428,800 | $37.2M |
| QGEN Qiagen N.V. | call | New | 476,300 | $19.1M |
| INSM Insmed Inc. | call | New | 94,000 | $15.4M |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | put | New | 180,000 | $14.3M |
| UNH Unitedhealth Group Inc. | call | New | 40,000 | $10.8M |
| IWM iShares Russell 2000 ETF | put | New | 40,000 | $9.9M |
| XLK SS Technology Select Sector | put | New | 70,000 | $9.3M |
| PRAX Praxis Precision Medicines I | put | New | 14,800 | $4.8M |
| XBI SS SPDR S&P Biotech ETF | put | Reduce -69.8% | 30,000 | $3.8M |
| UHS Universal Health Services-B | put | New | 18,200 | $3.3M |
| XLE SS Energy Select Sector | call | New | 50,000 | $3.1M |
| REPL Replimune Group Inc. | call | New | 52,000 | $398K |
| KPTI Karyopharm Therapeutics Inc. | call | New | 23,800 | $133K |
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 |