Eversept Partners, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Eversept Partners, LP disclosed 115 US equity positions worth $1.8bn in its Q2 2026 13F filing. The largest position was UTHR at 8.5% of the reported book, followed by ABVX and EHC. Against the Q1 2026 filing, it opened 9 new positions, added to 22 and reduced 18 among the top 50 holdings.
What did Eversept Partners, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 8.5% | $155.9m | 287,668 | 9% | added |
| 2 | ABVX ABIVAX SA | Healthcare | 6.6% | $121.8m | 913,880 | -2% | reduced |
| 3 | EHC ENCOMPASS HEALTH CORP | Healthcare | 5.7% | $103.8m | 1,026,919 | 429% | added |
| 4 | ENSG ENSIGN GROUP INC | Healthcare | 5.3% | $96.5m | 602,079 | 3979% | added |
| 5 | VERA VERA THERAPEUTICS INC | Healthcare | 5.2% | $94.9m | 2,212,770 | 2% | added |
| 6 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 3.6% | $66.5m | 1,785,941 | -0% | held |
| 7 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 3.3% | $61.2m | 2,798,210 | -3% | reduced |
| 8 | BKD BROOKDALE SR LIVING INC | Healthcare | 3.0% | $54.6m | 3,396,470 | -5% | reduced |
| 9 | IONS IONIS PHARMACEUTICALS INC | Healthcare | 2.9% | $52.7m | 664,684 | 5% | added |
| 10 | NTRA NATERA INC | Healthcare | 2.6% | $47.7m | 175,807 | -54% | reduced |
| 11 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.5% | $45.4m | 798,973 | 47% | added |
| 12 | CTRE CARETRUST REIT INC | Real Estate | 2.4% | $43.3m | 1,072,015 | – | new |
| 13 | HCA HCA HEALTHCARE INC | Healthcare | 2.1% | $38.3m | 98,252 | 24% | added |
| 14 | PCVX VAXCYTE INC | Healthcare | 2.0% | $36.6m | 629,952 | -32% | reduced |
| 15 | LQDA LIQUIDIA CORPORATION | Healthcare | 1.9% | $34.2m | 428,652 | -37% | reduced |
| 16 | CYH COMMUNITY HEALTH SYS INC NEW | Healthcare | 1.4% | $26.3m | 7,864,575 | -9% | reduced |
| 17 | GSK GSK PLC | Healthcare | 1.4% | $25.3m | 481,833 | -73% | reduced |
| 18 | CHE CHEMED CORP NEW | Healthcare | 1.3% | $24.5m | 52,523 | 69% | added |
| 19 | LLY ELI LILLY & CO | Healthcare | 1.3% | $24.1m | 20,116 | 6% | added |
| 20 | GERN GERON CORP | Healthcare | 1.3% | $24.0m | 18,717,422 | -1% | reduced |
| 21 | VKTX VIKING THERAPEUTICS INC | Healthcare | 1.3% | $23.5m | 602,922 | 152% | added |
| 22 | OHI OMEGA HEALTHCARE INVS INC | Real Estate | 1.3% | $23.1m | 483,547 | -17% | reduced |
| 23 | PODD INSULET CORP | Healthcare | 1.2% | $22.7m | 148,816 | 4% | added |
| 24 | THC TENET HEALTHCARE CORP | Healthcare | 1.2% | $21.4m | 114,199 | 287% | added |
| 25 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.2% | $21.3m | 51,145 | – | new |
| 26 | WELL WELLTOWER INC | Real Estate | 1.1% | $19.8m | 87,312 | -52% | reduced |
| 27 | BBNX BETA BIONICS INC | Healthcare | 1.1% | $19.6m | 1,249,441 | -12% | reduced |
| 28 | COGT COGENT BIOSCIENCES INC | Healthcare | 1.0% | $19.0m | 490,235 | – | new |
| 29 | BCRX BIOCRYST PHARMACEUTICALS INC | Healthcare | 1.0% | $18.7m | 1,865,653 | -39% | reduced |
| 30 | MOH MOLINA HEALTHCARE INC | Healthcare | 1.0% | $18.4m | 80,594 | 146% | added |
| 31 | PNTG PENNANT GROUP INC | Healthcare | 0.9% | $17.0m | 460,272 | 47% | added |
| 32 | LTC LTC PPTYS INC | Real Estate | 0.9% | $16.2m | 420,640 | 31% | added |
| 33 | INSM INSMED INC | Healthcare | 0.9% | $15.9m | 149,209 | – | new |
| 34 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.8% | $15.3m | 831,142 | 17% | added |
| 35 | BMRN BIOMARIN PHARMACEUTICAL INC | Healthcare | 0.8% | $14.3m | 249,607 | 20% | added |
| 36 | AMN AMN HEALTHCARE SVCS INC | Healthcare | 0.8% | $13.9m | 428,531 | – | new |
| 37 | CELC CELCUITY INC | Healthcare | 0.7% | $13.4m | 127,931 | – | new |
| 38 | PHVS PHARVARIS N V | Healthcare | 0.7% | $13.4m | 386,383 | -5% | reduced |
| 39 | CTMX CYTOMX THERAPEUTICS INC. | Healthcare | 0.7% | $13.3m | 3,558,497 | 12% | added |
| 40 | HUM HUMANA INC | Healthcare | 0.7% | $12.4m | 31,171 | – | new |
| 41 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.6% | $11.9m | 196,532 | 52% | added |
| 42 | CRVS CORVUS PHARMACEUTICALS INC | Healthcare | 0.6% | $11.2m | 747,994 | – | new |
| 43 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.6% | $11.1m | 41,621 | – | new |
| 44 | BRKR BRUKER CORP | Healthcare | 0.6% | $11.0m | 182,894 | 56% | added |
| 45 | MRNA MODERNA INC | Healthcare | 0.6% | $10.7m | 152,122 | -5% | reduced |
| 46 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 0.6% | $10.5m | 196,302 | 42% | added |
| 47 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 0.6% | $10.2m | 217,185 | 35% | added |
| 48 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.5% | $9.5m | 672,825 | -1% | reduced |
| 49 | NEWAMSTERDAM PHARMA COMPANY | 0.5% | $9.3m | 275,471 | -4% | reduced | |
| 50 | RVTY REVVITY INC | Healthcare | 0.5% | $9.3m | 83,624 | -1% | 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.