Eversept Partners, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1697013) · Explore on the interactive board
Eversept Partners, LP disclosed 115 US equity positions worth $1.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is UTHR at 8.5% of the reported book, followed by ABVX, EHC. The top ten holdings are 46.6% of the book, and the portfolio behaves like about 32 equal-weight positions. Versus the prior filing it opened 32 new positions, added to 37, reduced 38 and exited 20. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Eversept Partners, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 32 new, 37 added, 38 reduced, 20 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 8.5% | $155.9m | 287,668 | 9% | added |
| 2 | ABVX ABIVAX SA | Healthcare | 6.6% | $121.8m | 913,880 | -2% | reduced |
| 3 | EHC ENCOMPASS HEALTH CORP | Healthcare | 5.7% | $103.8m | 1,026,919 | 429% | added |
| 4 | ENSG ENSIGN GROUP INC | Healthcare | 5.3% | $96.5m | 602,079 | 3979% | added |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 5.2% | $94.9m | 2,212,770 | 2% | added |
| 6 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.6% | $66.5m | 1,785,941 | -0% | held |
| 7 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 3.3% | $61.2m | 2,798,210 | -3% | reduced |
| 8 | BKD BROOKDALE SR LIVING INC | Healthcare | 3.0% | $54.6m | 3,396,470 | -5% | reduced |
| 9 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.9% | $52.7m | 664,684 | 5% | added |
| 10 | NTRA NATERA INC | Healthcare | 2.6% | $47.7m | 175,807 | -54% | reduced |
| 11 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.5% | $45.4m | 798,973 | 47% | added |
| 12 | CTRE CARETRUST REIT INC | Real Estate | 2.4% | $43.3m | 1,072,015 | – | new |
| 13 | HCA HCA HEALTHCARE INC | Healthcare | 2.1% | $38.3m | 98,252 | 24% | added |
| 14 | PCVX VAXCYTE INC | Healthcare | 2.0% | $36.6m | 629,952 | -32% | reduced |
| 15 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.9% | $34.2m | 428,652 | -37% | reduced |
| 16 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 1.4% | $26.3m | 7,864,575 | -9% | reduced |
| 17 | GSK GSK PLC | Healthcare | 1.4% | $25.3m | 481,833 | -73% | reduced |
| 18 | CHE CHEMED CORP NEW | Healthcare | 1.3% | $24.5m | 52,523 | 69% | added |
| 19 | LLY ELI LILLY & CO | Healthcare | 1.3% | $24.1m | 20,116 | 6% | added |
| 20 | GERN GERON CORP | Healthcare | 1.3% | $24.0m | 18,717,422 | -1% | reduced |
| 21 | VKTX VIKING THERAPEUTICS INC | Healthcare | 1.3% | $23.5m | 602,922 | 152% | added |
| 22 | OHI OMEGA HEALTHCARE INVS INC | Real Estate | 1.3% | $23.1m | 483,547 | -17% | reduced |
| 23 | PODD INSULET CORP | Healthcare | 1.2% | $22.7m | 148,816 | 4% | added |
| 24 | THC TENET HEALTHCARE CORP | Healthcare | 1.2% | $21.4m | 114,199 | 287% | added |
| 25 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.2% | $21.3m | 51,145 | – | new |
| 26 | WELL WELLTOWER INC | Real Estate | 1.1% | $19.8m | 87,312 | -52% | reduced |
| 27 | BBNX BETA BIONICS INC | Healthcare | 1.1% | $19.6m | 1,249,441 | -12% | reduced |
| 28 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $19.0m | 490,235 | – | new |
| 29 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.0% | $18.7m | 1,865,653 | -39% | reduced |
| 30 | MOH MOLINA HEALTHCARE INC | Healthcare | 1.0% | $18.4m | 80,594 | 146% | added |
| 31 | PNTG PENNANT GROUP INC | Healthcare | 0.9% | $17.0m | 460,272 | 47% | added |
| 32 | LTC LTC PPTYS INC | Real Estate | 0.9% | $16.2m | 420,640 | 31% | added |
| 33 | INSM INSMED INC | Healthcare | 0.9% | $15.9m | 149,209 | – | new |
| 34 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.8% | $15.3m | 831,142 | 17% | added |
| 35 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $14.3m | 249,607 | 20% | added |
| 36 | AMN AMN HEALTHCARE SVCS INC | Healthcare | 0.8% | $13.9m | 428,531 | – | new |
| 37 | CELC CELCUITY INC | Healthcare | 0.7% | $13.4m | 127,931 | – | new |
| 38 | PHVS PHARVARIS N V | Healthcare | 0.7% | $13.4m | 386,383 | -5% | reduced |
| 39 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 0.7% | $13.3m | 3,558,497 | 12% | added |
| 40 | HUM HUMANA INC | Healthcare | 0.7% | $12.4m | 31,171 | – | new |
| 41 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $11.9m | 196,532 | 52% | added |
| 42 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.6% | $11.2m | 747,994 | – | new |
| 43 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.6% | $11.1m | 41,621 | – | new |
| 44 | BRKR BRUKER CORP | Healthcare | 0.6% | $11.0m | 182,894 | 56% | added |
| 45 | MRNA MODERNA INC | Healthcare | 0.6% | $10.7m | 152,122 | -5% | reduced |
| 46 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.6% | $10.5m | 196,302 | 42% | added |
| 47 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 0.6% | $10.2m | 217,185 | 35% | added |
| 48 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.5% | $9.5m | 672,825 | -1% | reduced |
| 49 | NEWAMSTERDAM PHARMA COMPANY | 0.5% | $9.3m | 275,471 | -4% | reduced | |
| 50 | RVTY REVVITY INC | Healthcare | 0.5% | $9.3m | 83,624 | -1% | reduced |
What did Eversept Partners, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| DOC HEALTHPEAK PROPERTIES INC | 29.9% | $32.5m |
| AVTR AVANTOR INC | 21.4% | $23.3m |
| ICLR ICON PLC | 7.0% | $7.6m |
| AGIO AGIOS PHARMACEUTICALS INC | 6.2% | $6.8m |
| MDGL MADRIGAL PHARMACEUTICALS INC | 4.8% | $5.2m |
| ESPERION THERAPEUTICS INC NE | 4.4% | $4.8m |
| HQY HEALTHEQUITY INC | 4.0% | $4.3m |
| DAWNGBX DAY ONE BIOPHARMACEUTICALS I | 3.6% | $3.9m |
| CNC CENTENE CORP DEL | 3.4% | $3.7m |
| ENGENE HOLDINGS INC | 3.2% | $3.5m |
| ENHABIT INC | 2.9% | $3.2m |
| STRO SUTRO BIOPHARMA INC | 1.7% | $1.8m |
| NVCR NOVOCURE LTD | 1.3% | $1.5m |
| BVS BIOVENTUS INC | 1.3% | $1.5m |
| IMCR IMMUNOCORE HLDGS PLC | 1.1% | $1.2m |
| TYRA TYRA BIOSCIENCES INC | 1.0% | $1.0m |
| PASG PASSAGE BIO INC | 0.9% | $1.0m |
| DHC DIVERSIFIED HEALTHCARE TR | 0.9% | $1.0m |
| INMD INMODE LTD | 0.9% | $926.7k |
| AIRS AIRSCULPT TECHNOLOGIES INC | 0.2% | $209.8k |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 91.3% |
| Real Estate | 5.9% |
| Financial Services | 0.0% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Eversept Partners, LP's portfolio?
Across every quarter Eversept Partners, LP has filed, its median largest position is 9.4% of the book and its median top-ten weight is 49.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 21.0 completed holding spells, the median lasted 1.0 quarters; 115.0 positions are still open and their final length is unknown.