Eversept Partners, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Eversept Partners, LP disclosed 104 US equity positions worth $1.5bn in its Q1 2026 13F filing. The largest position was UTHR at 10.3% of the reported book, followed by ABVX and GSK.
What did Eversept Partners, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 10.3% | $156.7m | 264,271 | – | |
| 2 | ABVX ABIVAX SA | Healthcare | 6.9% | $104.0m | 934,423 | – | |
| 3 | GSK GSK PLC | Healthcare | 6.5% | $98.5m | 1,785,175 | – | |
| 4 | VERA VERA THERAPEUTICS INC | Healthcare | 5.8% | $87.4m | 2,173,286 | – | |
| 5 | NTRA NATERA INC | Healthcare | 5.1% | $76.9m | 384,713 | – | |
| 6 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 4.4% | $67.4m | 2,885,622 | – | |
| 7 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.7% | $56.7m | 1,788,016 | – | |
| 8 | PCVX VAXCYTE INC | Healthcare | 3.5% | $53.7m | 924,193 | – | |
| 9 | BKD BROOKDALE SR LIVING INC | Healthcare | 3.2% | $48.8m | 3,568,555 | – | |
| 10 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 3.1% | $47.5m | 632,100 | – | |
| 11 | HCA HCA HEALTHCARE INC | Healthcare | 2.5% | $37.5m | 79,229 | – | |
| 12 | WELL WELLTOWER INC | Real Estate | 2.4% | $35.8m | 180,953 | – | |
| 13 | DOC HEALTHPEAK PROPERTIES INC | Real Estate | 2.1% | $32.5m | 1,981,070 | – | |
| 14 | PODD INSULET CORP | Healthcare | 2.0% | $30.1m | 143,546 | – | |
| 15 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.9% | $28.9m | 3,039,820 | – | |
| 16 | GERN GERON CORP | Healthcare | 1.8% | $28.1m | 18,834,883 | – | |
| 17 | OHI OMEGA HEALTHCARE INVS INC | Real Estate | 1.7% | $25.7m | 585,680 | – | |
| 18 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.7% | $25.6m | 677,392 | – | |
| 19 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 1.7% | $25.5m | 8,677,281 | – | |
| 20 | AVTR AVANTOR INC | Healthcare | 1.5% | $23.3m | 2,974,287 | – | |
| 21 | QGEN QIAGEN NV | Healthcare | 1.4% | $21.8m | 545,330 | – | |
| 22 | EHC ENCOMPASS HEALTH CORP | Healthcare | 1.2% | $18.8m | 194,104 | – | |
| 23 | LLY ELI LILLY & CO | Healthcare | 1.2% | $17.5m | 19,000 | – | |
| 24 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.1% | $16.1m | 542,610 | – | |
| 25 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 1.0% | $15.0m | 3,188,514 | – | |
| 26 | RGEN REPLIGEN CORP | Healthcare | 0.9% | $14.2m | 120,785 | – | |
| 27 | BBNX BETA BIONICS INC | Healthcare | 0.9% | $14.2m | 1,414,838 | – | |
| 28 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.9% | $14.0m | 713,269 | – | |
| 29 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.9% | $13.6m | 576,580 | – | |
| 30 | ARDX ARDELYX INC | Healthcare | 0.9% | $13.4m | 2,229,446 | – | |
| 31 | LTC LTC PPTYS INC | Real Estate | 0.8% | $11.9m | 321,046 | – | |
| 32 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $11.7m | 207,768 | – | |
| 33 | CHE CHEMED CORP NEW | Healthcare | 0.8% | $11.7m | 31,057 | – | |
| 34 | PHVS PHARVARIS N V | Healthcare | 0.8% | $11.5m | 406,960 | – | |
| 35 | PNTG PENNANT GROUP INC | Healthcare | 0.6% | $9.5m | 312,178 | – | |
| 36 | NEWAMSTERDAM PHARMA COMPANY | 0.6% | $9.1m | 285,764 | – | ||
| 37 | PALI PALISADE BIO INC | Healthcare | 0.6% | $8.7m | 4,987,499 | – | |
| 38 | MRNA MODERNA INC | Healthcare | 0.5% | $8.1m | 159,708 | – | |
| 39 | VKTX VIKING THERAPEUTICS INC | Healthcare | 0.5% | $7.8m | 239,110 | – | |
| 40 | ICLR ICON PLC | Healthcare | 0.5% | $7.6m | 68,688 | – | |
| 41 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.5% | $7.5m | 129,574 | – | |
| 42 | RVTY REVVITY INC | Healthcare | 0.5% | $7.4m | 84,854 | – | |
| 43 | AGIO AGIOS PHARMACEUTICALS INC | Healthcare | 0.4% | $6.8m | 200,000 | – | |
| 44 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.4% | $6.7m | 138,036 | – | |
| 45 | TECH BIO-TECHNE CORP | Healthcare | 0.4% | $6.6m | 125,896 | – | |
| 46 | GKOS GLAUKOS CORP | Healthcare | 0.4% | $6.5m | 60,214 | – | |
| 47 | THC TENET HEALTHCARE CORP | Healthcare | 0.4% | $5.6m | 29,512 | – | |
| 48 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 0.3% | $5.2m | 10,000 | – | |
| 49 | ISRG INTUITIVE SURGICAL INC | Healthcare | 0.3% | $5.1m | 11,119 | – | |
| 50 | ESPERION THERAPEUTICS INC NE | 0.3% | $4.8m | 1,735,963 | – |
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.