Eversept Partners, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Eversept Partners, LP disclosed 67 US equity positions worth $992.2m in its Q2 2025 13F filing. The largest position was NTRA at 13.6% of the reported book, followed by GSK and VERA. Against the Q1 2025 filing, it opened 13 new positions, added to 20 and reduced 15 among the top 50 holdings.
What did Eversept Partners, LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NTRA NATERA INC | Healthcare | 13.6% | $134.5m | 796,375 | -11% | reduced |
| 2 | GSK GSK PLC | Healthcare | 8.7% | $86.1m | 2,242,388 | -15% | reduced |
| 3 | VERA VERA THERAPEUTICS INC | Healthcare | 5.7% | $56.1m | 2,383,055 | 26% | added |
| 4 | RVTY REVVITY INC | Healthcare | 5.0% | $49.4m | 510,330 | 71% | added |
| 5 | PCVX VAXCYTE INC | Healthcare | 4.3% | $42.2m | 1,298,514 | 133% | added |
| 6 | HCA HCA HEALTHCARE INC | Healthcare | 3.9% | $38.3m | 99,983 | -34% | reduced |
| 7 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 3.8% | $38.1m | 4,065,355 | -3% | reduced |
| 8 | BRKR BRUKER CORP | Healthcare | 3.5% | $34.6m | 839,284 | 68% | added |
| 9 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 2.7% | $26.6m | 1,902,539 | 38% | added |
| 10 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.3% | $23.3m | 588,900 | 14% | added |
| 11 | CNC CENTENE CORP DEL | Healthcare | 2.2% | $21.6m | 398,726 | 17% | added |
| 12 | INSP INSPIRE MED SYS INC | Healthcare | 2.2% | $21.3m | 164,473 | -12% | reduced |
| 13 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 2.1% | $20.9m | 6,144,384 | -27% | reduced |
| 14 | AVTR AVANTOR INC | Healthcare | 2.1% | $20.5m | 1,526,164 | 1143% | added |
| 15 | TECH BIO-TECHNE CORP | Healthcare | 2.0% | $20.3m | 394,139 | 41% | added |
| 16 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.0% | $19.5m | 1,315,033 | 61% | added |
| 17 | ZIMV ZIMVIE INC | 2.0% | $19.4m | 2,079,380 | 0% | held | |
| 18 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.9% | $18.9m | 60,736 | – | new |
| 19 | ILMN ILLUMINA INC | Healthcare | 1.9% | $18.9m | 198,584 | – | new |
| 20 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.8% | $17.6m | 1,052,881 | -25% | reduced |
| 21 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.7% | $17.1m | 838,736 | 20% | added |
| 22 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.7% | $17.1m | 59,366 | 3% | added |
| 23 | HQY HEALTHEQUITY INC | Healthcare | 1.6% | $16.3m | 155,868 | -56% | reduced |
| 24 | IQV IQVIA HLDGS INC | Healthcare | 1.6% | $15.4m | 97,604 | – | new |
| 25 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.5% | $15.3m | 277,316 | -49% | reduced |
| 26 | DVAX DYNAVAX TECHNOLOGIES CORP | 1.2% | $11.9m | 1,197,189 | – | new | |
| 27 | MIRM MIRUM PHARMACEUTICALS INC | Healthcare | 1.2% | $11.8m | 232,175 | – | new |
| 28 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.1% | $10.8m | 1,207,638 | -44% | reduced |
| 29 | EOLS EVOLUS INC | Healthcare | 1.1% | $10.8m | 1,170,311 | – | new |
| 30 | HUM HUMANA INC | Healthcare | 1.1% | $10.7m | 43,620 | 56% | added |
| 31 | GERN GERON CORP | Healthcare | 1.0% | $10.3m | 7,320,174 | – | new |
| 32 | GMED GLOBUS MED INC | Healthcare | 1.0% | $10.0m | 169,643 | -12% | reduced |
| 33 | ICLR ICON PLC | Healthcare | 0.9% | $9.4m | 64,587 | 496% | added |
| 34 | NEWAMSTERDAM PHARMA COMPANY | 0.8% | $7.5m | 414,430 | 48% | added | |
| 35 | ELV ELEVANCE HEALTH INC | Healthcare | 0.7% | $7.4m | 18,962 | 21% | added |
| 36 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.7% | $7.0m | 13,254 | – | new |
| 37 | MERUS N V | 0.7% | $6.9m | 130,924 | 86% | added | |
| 38 | MOH MOLINA HEALTHCARE INC | Healthcare | 0.6% | $6.1m | 20,600 | -13% | reduced |
| 39 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.6% | $5.5m | 13,685 | – | new |
| 40 | EWTX EDGEWISE THERAPEUTICS INC | 0.5% | $5.1m | 392,739 | – | new | |
| 41 | DHR DANAHER CORPORATION | Healthcare | 0.5% | $4.6m | 23,449 | – | new |
| 42 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.5% | $4.5m | 358,828 | 138% | added |
| 43 | GKOS GLAUKOS CORP | Healthcare | 0.3% | $3.3m | 31,496 | -80% | reduced |
| 44 | ZBIO ZENAS BIOPHARMA INC | 0.3% | $3.2m | 325,479 | -27% | reduced | |
| 45 | NKTR NEKTAR THERAPEUTICS | Healthcare | 0.3% | $3.0m | 115,000 | – | new |
| 46 | ALEC ALECTOR INC | Healthcare | 0.3% | $2.8m | 1,986,072 | 222% | added |
| 47 | AMRN AMARIN CORP PLC | 0.3% | $2.7m | 167,276 | – | new | |
| 48 | MNKD MANNKIND CORP | Healthcare | 0.3% | $2.6m | 697,710 | 0% | held |
| 49 | ETNBGBP 89BIO INC | 0.2% | $2.3m | 235,990 | -22% | reduced | |
| 50 | RGEN REPLIGEN CORP | Healthcare | 0.2% | $2.3m | 18,620 | 1% | added |
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.