Eversept Partners, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Eversept Partners, LP disclosed 103 US equity positions worth $1.8bn in its Q4 2025 13F filing. The largest position was VERA at 8.7% of the reported book, followed by GSK and UTHR. Against the Q3 2025 filing, it opened 15 new positions, added to 19 and reduced 14 among the top 50 holdings.
What did Eversept Partners, LP own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VERA VERA THERAPEUTICS INC | Healthcare | 8.7% | $155.6m | 3,072,304 | 9% | added |
| 2 | GSK GSK PLC | Healthcare | 7.4% | $131.4m | 2,679,721 | 26% | added |
| 3 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 6.9% | $123.1m | 252,592 | -0% | held |
| 4 | ABVX ABIVAX SA | 5.0% | $88.7m | 657,834 | 54% | added | |
| 5 | NTRA NATERA INC | Healthcare | 4.3% | $76.6m | 334,493 | -36% | reduced |
| 6 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 3.9% | $69.6m | 3,314,408 | -4% | reduced |
| 7 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 3.1% | $55.5m | 1,782,235 | -7% | reduced |
| 8 | PCVX VAXCYTE INC | Healthcare | 3.1% | $55.3m | 1,197,722 | -16% | reduced |
| 9 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.5% | $44.9m | 1,174,968 | -17% | reduced |
| 10 | HCA HCA HEALTHCARE INC | Healthcare | 2.5% | $44.8m | 95,874 | -14% | reduced |
| 11 | DHR DANAHER CORPORATION | Healthcare | 2.4% | $42.6m | 186,262 | 88% | added |
| 12 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.4% | $42.6m | 538,218 | -0% | held |
| 13 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 2.2% | $39.0m | 1,434,725 | 24% | added |
| 14 | BRKR BRUKER CORP | Healthcare | 2.1% | $36.9m | 783,789 | 14% | added |
| 15 | AVTR AVANTOR INC | Healthcare | 2.0% | $36.4m | 3,176,644 | 244% | added |
| 16 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 1.4% | $24.8m | 7,943,802 | 14% | added |
| 17 | EXK EXACT SCIENCES CORP | Basic Materials | 1.4% | $24.5m | 241,678 | – | new |
| 18 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.3% | $23.3m | 2,992,895 | 118% | added |
| 19 | GERN GERON CORP | Healthcare | 1.3% | $23.3m | 17,659,983 | 40% | added |
| 20 | TECH BIO-TECHNE CORP | Healthcare | 1.2% | $22.2m | 377,405 | -36% | reduced |
| 21 | CDTX CIDARA THERAPEUTICS INC | 1.2% | $21.8m | 98,721 | – | new | |
| 22 | PODD INSULET CORP | Healthcare | 1.2% | $21.2m | 74,708 | 64% | added |
| 23 | BBNX BETA BIONICS INC | Healthcare | 1.2% | $20.7m | 678,262 | – | new |
| 24 | TEVA TEVA PHARMACEUTICAL INDS LTD | Healthcare | 1.2% | $20.6m | 660,177 | -52% | reduced |
| 25 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.1% | $20.1m | 60,862 | -3% | reduced |
| 26 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.0% | $17.6m | 509,443 | 5% | added |
| 27 | ICLR ICON PLC | Healthcare | 1.0% | $17.5m | 95,832 | 74% | added |
| 28 | HQY HEALTHEQUITY INC | Healthcare | 1.0% | $17.0m | 185,739 | 255% | added |
| 29 | GKOS GLAUKOS CORP | Healthcare | 0.9% | $16.7m | 147,471 | – | new |
| 30 | RVTY REVVITY INC | Healthcare | 0.9% | $15.7m | 162,777 | -59% | reduced |
| 31 | NEWAMSTERDAM PHARMA COMPANY | 0.8% | $14.8m | 420,827 | -14% | reduced | |
| 32 | ESPERION THERAPEUTICS INC NE | 0.8% | $14.2m | 3,851,133 | – | new | |
| 33 | BIIB BIOGEN INC | Healthcare | 0.8% | $13.7m | 77,944 | 51% | added |
| 34 | SELECT MED HLDGS CORP | 0.8% | $13.5m | 906,100 | – | new | |
| 35 | CNC CENTENE CORP DEL | Healthcare | 0.7% | $13.3m | 324,092 | 44% | added |
| 36 | CGON CG ONCOLOGY INC | Healthcare | 0.7% | $12.8m | 308,466 | – | new |
| 37 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 0.7% | $12.7m | 235,293 | – | new |
| 38 | PALI PALISADE BIO INC | Healthcare | 0.7% | $12.7m | 5,391,548 | – | new |
| 39 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.7% | $12.6m | 434,634 | 290% | added |
| 40 | PHVS PHARVARIS N V | 0.7% | $12.2m | 439,177 | – | new | |
| 41 | LLY ELI LILLY & CO | Healthcare | 0.6% | $11.4m | 10,623 | – | new |
| 42 | EHC ENCOMPASS HEALTH CORP | Healthcare | 0.6% | $11.3m | 106,926 | – | new |
| 43 | CTMX CYTOMX THERAPEUTICS INC | Healthcare | 0.6% | $10.7m | 2,507,090 | – | new |
| 44 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 0.6% | $10.6m | 30,195 | -33% | reduced |
| 45 | MNKD MANNKIND CORP | Healthcare | 0.6% | $10.5m | 1,852,563 | -9% | reduced |
| 46 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $10.4m | 231,380 | – | new |
| 47 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.6% | $10.3m | 48,241 | – | new |
| 48 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.6% | $10.2m | 18,062 | 25% | added |
| 49 | ILMN ILLUMINA INC | Healthcare | 0.6% | $10.1m | 76,721 | -38% | reduced |
| 50 | ARDX ARDELYX INC | Healthcare | 0.6% | $10.0m | 1,715,129 | 20% | 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.