Eversept Partners, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Eversept Partners, LP disclosed 55 US equity positions worth $883.7m in its Q1 2025 13F filing. The largest position was NTRA at 14.3% of the reported book, followed by GSK and HCA. Against the Q4 2024 filing, it opened 10 new positions, added to 19 and reduced 19 among the top 50 holdings.
What did Eversept Partners, LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA NATERA INC | Healthcare | 14.3% | $126.4m | 893,721 | 2% | added |
| 2 | GSK GSK PLC | Healthcare | 11.5% | $101.6m | 2,623,246 | -28% | reduced |
| 3 | HCA HCA HEALTHCARE INC | Healthcare | 6.0% | $52.7m | 152,502 | -13% | reduced |
| 4 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 5.9% | $51.7m | 4,212,270 | 1127% | added |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 5.2% | $45.6m | 1,898,804 | 19% | added |
| 6 | RVTY REVVITY INC | Healthcare | 3.6% | $31.6m | 299,087 | -24% | reduced |
| 7 | HQY HEALTHEQUITY INC | Healthcare | 3.5% | $31.1m | 351,976 | -9% | reduced |
| 8 | INSP INSPIRE MED SYS INC | Healthcare | 3.4% | $29.7m | 186,425 | -37% | reduced |
| 9 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 3.0% | $26.5m | 547,116 | -19% | reduced |
| 10 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 2.6% | $22.8m | 8,458,020 | 199% | added |
| 11 | ZIMV ZIMVIE INC | 2.5% | $22.5m | 2,079,380 | 0% | held | |
| 12 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 2.5% | $21.7m | 1,410,765 | -37% | reduced |
| 13 | PCVX VAXCYTE INC | Healthcare | 2.4% | $21.0m | 557,070 | 337% | added |
| 14 | BRKR BRUKER CORP | Healthcare | 2.4% | $20.8m | 499,207 | 112% | added |
| 15 | CNC CENTENE CORP DEL | Healthcare | 2.3% | $20.7m | 340,339 | 81% | added |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.1% | $18.6m | 1,377,674 | 77% | added |
| 17 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 2.1% | $18.5m | 167,243 | – | new |
| 18 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.0% | $17.7m | 57,489 | 32% | added |
| 19 | TECH BIO-TECHNE CORP | Healthcare | 1.9% | $16.4m | 280,117 | -6% | reduced |
| 20 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.8% | $16.3m | 2,172,436 | 10% | added |
| 21 | GKOS GLAUKOS CORP | Healthcare | 1.8% | $15.6m | 158,957 | – | new |
| 22 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 1.8% | $15.6m | 517,021 | 141% | added |
| 23 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.7% | $14.6m | 816,254 | 66% | added |
| 24 | GMED GLOBUS MED INC | Healthcare | 1.6% | $14.1m | 192,893 | – | new |
| 25 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.4% | $12.6m | 696,499 | -3% | reduced |
| 26 | QQQ INVESCO QQQ TR | 1.3% | $11.3m | 24,003 | – | new | |
| 27 | ALGN ALIGN TECHNOLOGY INC | Healthcare | 0.9% | $7.8m | 49,277 | – | new |
| 28 | TFX TELEFLEX INCORPORATED | Healthcare | 0.9% | $7.8m | 56,630 | -8% | reduced |
| 29 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.9% | $7.8m | 23,735 | – | new |
| 30 | HUM HUMANA INC | Healthcare | 0.8% | $7.4m | 27,970 | 23% | added |
| 31 | ELV ELEVANCE HEALTH INC | Healthcare | 0.8% | $6.8m | 15,698 | -46% | reduced |
| 32 | NEWAMSTERDAM PHARMA COMPANY | 0.7% | $5.8m | 280,951 | 2% | added | |
| 33 | GOSS GOSSAMER BIO INC | Healthcare | 0.5% | $4.3m | 3,896,841 | -22% | reduced |
| 34 | ZBIO ZENAS BIOPHARMA INC | 0.4% | $3.5m | 445,588 | 159% | added | |
| 35 | MNKD MANNKIND CORP | Healthcare | 0.4% | $3.5m | 697,710 | -23% | reduced |
| 36 | MERUS N V | 0.3% | $3.0m | 70,329 | 3% | added | |
| 37 | RGEN REPLIGEN CORP | Healthcare | 0.3% | $2.3m | 18,452 | -66% | reduced |
| 38 | NVAX NOVAVAX INC | Healthcare | 0.3% | $2.3m | 365,523 | – | new |
| 39 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.3% | $2.2m | 150,480 | -74% | reduced |
| 40 | FTRE FORTREA HLDGS INC | Healthcare | 0.3% | $2.2m | 293,275 | -27% | reduced |
| 41 | ETNBGBP 89BIO INC | 0.2% | $2.2m | 303,731 | – | new | |
| 42 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.2% | $2.1m | 942,454 | – | new |
| 43 | AVTR AVANTOR INC | Healthcare | 0.2% | $2.0m | 122,823 | -27% | reduced |
| 44 | ICLR ICON PLC | Healthcare | 0.2% | $1.9m | 10,840 | -44% | reduced |
| 45 | INFLARX NV | 0.2% | $1.7m | 1,675,978 | 240% | added | |
| 46 | AMARIN CORP PLC | 0.2% | $1.5m | 3,399,204 | 124% | added | |
| 47 | STRO SUTRO BIOPHARMA INC | Healthcare | 0.2% | $1.5m | 2,292,261 | 230% | added |
| 48 | 2662247D ITEOS THERAPEUTICS INC | 0.1% | $1.3m | 220,196 | 0% | held | |
| 49 | KPTI KARYOPHARM THERAPEUTICS INC | 0.1% | $961.8k | 257,154 | – | new | |
| 50 | XOMA ROYALTY CORPORATION | 0.1% | $897.2k | 45,017 | -53% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.