Eversept Partners, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Eversept Partners, LP disclosed 83 US equity positions worth $1.3bn in its Q3 2025 13F filing. The largest position was UTHR at 8.1% of the reported book, followed by GSK and NTRA. Against the Q2 2025 filing, it opened 11 new positions, added to 24 and reduced 14 among the top 50 holdings.
What did Eversept Partners, LP own in Q3 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 8.1% | $106.2m | 253,220 | 327% | added |
| 2 | GSK GSK PLC | Healthcare | 7.0% | $91.5m | 2,120,446 | -5% | reduced |
| 3 | NTRA NATERA INC | Healthcare | 6.4% | $83.6m | 519,644 | -35% | reduced |
| 4 | VERA VERA THERAPEUTICS INC | Healthcare | 6.2% | $81.6m | 2,807,836 | 18% | added |
| 5 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 4.1% | $53.3m | 3,467,314 | -15% | reduced |
| 6 | PCVX VAXCYTE INC | Healthcare | 3.9% | $51.2m | 1,421,983 | 10% | added |
| 7 | QURE UNIQURE NV | 3.9% | $51.2m | 877,373 | – | new | |
| 8 | HCA HCA HEALTHCARE INC | Healthcare | 3.6% | $47.6m | 111,700 | 12% | added |
| 9 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.2% | $41.5m | 1,924,306 | 1% | added |
| 10 | ZIMV ZIMVIE INC | 3.0% | $39.4m | 2,079,380 | 0% | held | |
| 11 | ABVX ABIVAX SA | 2.8% | $36.2m | 426,499 | – | new | |
| 12 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.7% | $35.2m | 538,661 | -9% | reduced |
| 13 | RVTY REVVITY INC | Healthcare | 2.6% | $34.6m | 394,311 | -23% | reduced |
| 14 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.6% | $33.9m | 1,417,204 | 8% | added |
| 15 | TECH BIO-TECHNE CORP | Healthcare | 2.5% | $32.9m | 591,540 | 50% | added |
| 16 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 2.3% | $29.9m | 1,153,920 | 38% | added |
| 17 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 2.1% | $27.5m | 1,363,653 | 30% | added |
| 18 | BRKR BRUKER CORP | Healthcare | 1.7% | $22.3m | 687,129 | -18% | reduced |
| 19 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 1.7% | $22.3m | 6,950,051 | 13% | added |
| 20 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.7% | $21.7m | 62,820 | 3% | added |
| 21 | DHR DANAHER CORPORATION | Healthcare | 1.5% | $19.7m | 99,273 | 323% | added |
| 22 | GERN GERON CORP | Healthcare | 1.3% | $17.3m | 12,599,002 | 72% | added |
| 23 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 1.1% | $14.5m | 44,980 | 137% | added |
| 24 | PODD INSULET CORP | Healthcare | 1.1% | $14.1m | 45,604 | – | new |
| 25 | RGEN REPLIGEN CORP | Healthcare | 1.1% | $14.0m | 105,087 | 464% | added |
| 26 | NEWAMSTERDAM PHARMA COMPANY | 1.1% | $13.9m | 488,592 | 18% | added | |
| 27 | RNAGBP AVIDITY BIOSCIENCES INC | 1.0% | $13.2m | 302,911 | – | new | |
| 28 | NVO NOVO-NORDISK A S | Healthcare | 0.9% | $12.1m | 217,708 | – | new |
| 29 | ILMN ILLUMINA INC | Healthcare | 0.9% | $11.7m | 123,674 | -38% | reduced |
| 30 | AVTR AVANTOR INC | Healthcare | 0.9% | $11.5m | 924,442 | -39% | reduced |
| 31 | LQDA LIQUIDIA CORPORATION | Healthcare | 0.8% | $11.1m | 486,021 | 35% | added |
| 32 | MNKD MANNKIND CORP | Healthcare | 0.8% | $11.0m | 2,042,727 | 193% | added |
| 33 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 0.8% | $10.4m | 1,373,625 | 14% | added |
| 34 | SPRY ARS PHARMACEUTICALS INC | Healthcare | 0.8% | $9.8m | 976,511 | – | new |
| 35 | ICLR ICON PLC | Healthcare | 0.7% | $9.6m | 55,025 | -15% | reduced |
| 36 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.7% | $9.4m | 16,720 | 26% | added |
| 37 | EOLS EVOLUS INC | Healthcare | 0.7% | $9.1m | 1,475,109 | 26% | added |
| 38 | EWTX EDGEWISE THERAPEUTICS INC | 0.6% | $8.1m | 502,234 | 28% | added | |
| 39 | CNC CENTENE CORP DEL | Healthcare | 0.6% | $8.0m | 224,550 | -44% | reduced |
| 40 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.6% | $7.9m | 146,642 | – | new |
| 41 | ARDX ARDELYX INC | Healthcare | 0.6% | $7.9m | 1,429,377 | – | new |
| 42 | BIIB BIOGEN INC | Healthcare | 0.6% | $7.3m | 51,765 | – | new |
| 43 | CATALYST PHARMACEUTICALS INC | 0.5% | $6.9m | 350,812 | – | new | |
| 44 | DVAX DYNAVAX TECHNOLOGIES CORP | 0.5% | $6.9m | 693,527 | -42% | reduced | |
| 45 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.5% | $6.5m | 14,426 | – | new |
| 46 | ETNBGBP 89BIO INC | 0.4% | $5.8m | 392,441 | 66% | added | |
| 47 | HQY HEALTHEQUITY INC | Healthcare | 0.4% | $5.0m | 52,388 | -66% | reduced |
| 48 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.4% | $4.7m | 166,391 | 67% | added |
| 49 | MERUS N V | 0.3% | $4.5m | 48,054 | -63% | reduced | |
| 50 | ALEC ALECTOR INC | Healthcare | 0.3% | $4.4m | 1,488,725 | -25% | 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.