Q4 2025 · 13F-HR
Eversept Partners, LPholdings as filed
Filed 2026-02-17 · accession 0001697013-26-000002
$1.98B
Reported value
107
Positions
2025-12-31
Period end
The Brief · Eversept Partners, LP · Q4 2025
AI · grounded in 13F
Eversept Partners, LP closed its position in ZIMV for a reduction of $39.4M. The fund established new positions in SPY for $30.6M and EXK for $24.5M. Additionally, the fund increased its holdings in AVTR by 243.6% and ABVX by 54.2%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 92337R101 | VERA | VERA THERAPEUTICS INC | $155.6M | 7.84% | 3,072,304 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $138.2M | 6.97% | 225,000 | PUT | SOLE |
| 37733W204 | GSK | GSK PLC | $131.4M | 6.62% | 2,679,721 | Common | SOLE |
| 91307C102 | UTHR | UNITED THERAPEUTICS CORP DEL | $123.1M | 6.20% | 252,592 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $88.7M | 4.47% | 657,834 | Common | SOLE |
| 632307104 | NTRA | NATERA INC | $76.6M | 3.86% | 334,493 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $69.6M | 3.51% | 3,314,408 | Common | SOLE |
| 92790C104 | VRDN | VIRIDIAN THERAPEUTICS INC | $55.5M | 2.79% | 1,782,235 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $55.3M | 2.78% | 1,197,722 | Common | SOLE |
| 89422G107 | TVTX | TRAVERE THERAPEUTICS INC | $44.9M | 2.26% | 1,174,968 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $44.8M | 2.26% | 95,874 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $42.6M | 2.15% | 186,262 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $42.6M | 2.15% | 538,218 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $39.0M | 1.96% | 1,434,725 | Common | SOLE |
| 116794108 | BRKR | BRUKER CORP | $36.9M | 1.86% | 783,789 | Common | SOLE |
| 05352A100 | AVTR | AVANTOR INC | $36.4M | 1.83% | 3,176,644 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $30.6M | 1.54% | 44,900 | PUT | SOLE |
| 203668108 | CYH | COMMUNITY HEALTH SYS INC NEW | $24.8M | 1.25% | 7,943,802 | Common | SOLE |
| 30063P105 | EXK | EXACT SCIENCES CORP | $24.5M | 1.24% | 241,678 | Common | SOLE |
| 09058V103 | BCRX | BIOCRYST PHARMACEUTICALS INC | $23.3M | 1.18% | 2,992,895 | Common | SOLE |
| 374163103 | GERN | GERON CORP | $23.3M | 1.17% | 17,659,983 | Common | SOLE |
| 09073M104 | TECH | BIO-TECHNE CORP | $22.2M | 1.12% | 377,405 | Common | SOLE |
| 171757206 | CDTX | CIDARA THERAPEUTICS INC | $21.8M | 1.10% | 98,721 | Common | SOLE |
| 45784P101 | PODD | INSULET CORP | $21.2M | 1.07% | 74,708 | Common | SOLE |
| 08659B102 | BBNX | BETA BIONICS INC | $20.7M | 1.04% | 678,262 | Common | SOLE |
| 881624209 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $20.6M | 1.04% | 660,177 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $20.1M | 1.01% | 60,862 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $20.0M | 1.01% | 230,000 | PUT | SOLE |
| 53635D202 | LQDA | LIQUIDIA CORPORATION | $17.6M | 0.89% | 509,443 | Common | SOLE |
| G4705A100 | ICLR | ICON PLC | $17.5M | 0.88% | 95,832 | Common | SOLE |
| 42226A107 | HQY | HEALTHEQUITY INC | $17.0M | 0.86% | 185,739 | Common | SOLE |
| 377322102 | GKOS | GLAUKOS CORP | $16.7M | 0.84% | 147,471 | Common | SOLE |
| 714046109 | RVTY | REVVITY INC | $15.7M | 0.79% | 162,777 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $14.8M | 0.74% | 420,827 | Common | SOLE |
| 29664W105 | ESPR | ESPERION THERAPEUTICS INC NE | $14.2M | 0.72% | 3,851,133 | Common | SOLE |
| 09062X103 | BIIB | BIOGEN INC | $13.7M | 0.69% | 77,944 | Common | SOLE |
| 81619Q105 | SEM | SELECT MED HLDGS CORP | $13.5M | 0.68% | 906,100 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $13.3M | 0.67% | 324,092 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $12.8M | 0.65% | 308,466 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $12.7M | 0.64% | 235,293 | Common | SOLE |
| 696389402 | PALI | PALISADE BIO INC | $12.7M | 0.64% | 5,391,548 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $12.6M | 0.64% | 434,634 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $12.2M | 0.61% | 439,177 | Common | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $12.1M | 0.61% | 99,400 | PUT | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $11.4M | 0.58% | 10,623 | Common | SOLE |
| 29261A100 | EHC | ENCOMPASS HEALTH CORP | $11.3M | 0.57% | 106,926 | Common | SOLE |
| 23284F105 | CTMX | CYTOMX THERAPEUTICS INC | $10.7M | 0.54% | 2,507,090 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $10.6M | 0.53% | 30,195 | Common | SOLE |
| 56400P706 | MNKD | MANNKIND CORP | $10.5M | 0.53% | 1,852,563 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $10.4M | 0.52% | 231,380 | Common | SOLE |
| 04351P101 | ASNDUSD | ASCENDIS PHARMA A/S | $10.3M | 0.52% | 48,241 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $10.2M | 0.52% | 18,062 | Common | SOLE |
| 452327109 | ILMN | ILLUMINA INC | $10.1M | 0.51% | 76,721 | Common | SOLE |
| 039697107 | ARDX | ARDELYX INC | $10.0M | 0.50% | 1,715,129 | Common | SOLE |
| 268158201 | DVAX | DYNAVAX TECHNOLOGIES CORP | $9.3M | 0.47% | 605,976 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $8.9M | 0.45% | 127,561 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $8.4M | 0.42% | 337,340 | Common | SOLE |
| 14888U101 | CPRX | CATALYST PHARMACEUTICALS INC | $8.4M | 0.42% | 358,168 | Common | SOLE |
| 444859102 | HUM | HUMANA INC | $8.3M | 0.42% | 32,462 | Common | SOLE |
| 70805E109 | PNTG | PENNANT GROUP INC | $8.3M | 0.42% | 293,960 | Common | SOLE |
| 60770K107 | MRNA | MODERNA INC | $7.9M | 0.40% | 267,823 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $7.9M | 0.40% | 45,470 | Common | SOLE |
| 75886F107 | REGN | REGENERON PHARMACEUTICALS | $7.8M | 0.39% | 10,097 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $7.3M | 0.37% | 278,564 | Common | SOLE |
| 90400D108 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $7.3M | 0.37% | 317,182 | Common | SOLE |
| 032724106 | ANAB | ANAPTYSBIO INC | $5.9M | 0.30% | 120,927 | Common | SOLE |
| 09061G101 | BMRN | BIOMARIN PHARMACEUTICAL INC | $5.6M | 0.28% | 93,748 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $5.4M | 0.27% | 159,676 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $5.3M | 0.27% | 2,140,130 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $5.1M | 0.25% | 63,696 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $4.7M | 0.24% | 176,594 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $4.6M | 0.23% | 52,961 | Common | SOLE |
| 98937L105 | ZBIO | ZENAS BIOPHARMA INC | $4.4M | 0.22% | 121,016 | Common | SOLE |
| 75943R102 | RLAY | RELAY THERAPEUTICS INC | $4.1M | 0.21% | 489,137 | Common | SOLE |
| 29286M105 | — | ENGENE HOLDINGS INC | $4.1M | 0.21% | 455,835 | Common | SOLE |
| 112463104 | BKD | BROOKDALE SR LIVING INC | $4.0M | 0.20% | 374,929 | Common | SOLE |
| 635906100 | NHC | NATIONAL HEALTHCARE CORP | $3.9M | 0.20% | 28,577 | Common | SOLE |
| 34965K107 | FTRE | FORTREA HLDGS INC | $3.9M | 0.19% | 224,139 | Common | SOLE |
| 09075A108 | BVS | BIOVENTUS INC | $3.5M | 0.18% | 471,257 | Common | SOLE |
| 82835W108 | SPRY | ARS PHARMACEUTICALS INC | $2.9M | 0.15% | 251,593 | Common | SOLE |
| 03675P102 | AVR | ANTERIS TECHNOLOGIES GLOBAL | $2.5M | 0.13% | 500,000 | Common | SOLE |
| 023111404 | AMRN | AMARIN CORP PLC | $2.4M | 0.12% | 172,188 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $2.3M | 0.12% | 718,582 | Common | SOLE |
| 30052C107 | EOLS | EVOLUS INC | $2.3M | 0.12% | 344,104 | Common | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $2.2M | 0.11% | 193,571 | Common | SOLE |
| 86889P208 | SRZN | SURROZEN INC | $2.2M | 0.11% | 95,286 | Common | SOLE |
| 29332G102 | EHABUSD | ENHABIT INC | $2.0M | 0.10% | 218,510 | Common | SOLE |
| 75383L102 | RAPP | RAPPORT THERAPEUTICS INC | $1.8M | 0.09% | 59,233 | Common | SOLE |
| N44821101 | IFRX | INFLARX NV | $1.8M | 0.09% | 1,757,312 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $1.6M | 0.08% | 145,431 | Common | SOLE |
| 21217B100 | CTNM | CONTINEUM THERAPEUTICS INC | $1.6M | 0.08% | 137,493 | Common | SOLE |
| 014442107 | ALEC | ALECTOR INC | $1.6M | 0.08% | 1,006,163 | Common | SOLE |
| G6674U108 | NVCR | NOVOCURE LTD | $1.6M | 0.08% | 120,978 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $1.5M | 0.08% | 62,820 | Common | SOLE |
| 702712209 | PASG | PASSAGE BIO INC | $1.5M | 0.08% | 126,230 | Common | SOLE |
| 088786108 | BCYC | BICYCLE THERAPEUTICS PLC | $1.3M | 0.06% | 178,915 | Common | SOLE |
| 670002401 | NVAX | NOVAVAX INC | $1.2M | 0.06% | 181,220 | Common | SOLE |
| 729139105 | PLRX | PLIANT THERAPEUTICS INC | $1.0M | 0.05% | 842,023 | Common | SOLE |
| 805111101 | SVRA | SAVARA INC | $1.0M | 0.05% | 170,195 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $1.0M | 0.05% | 222,570 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $909,869 | 0.05% | 61,938 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $629,827 | 0.03% | 260,259 | Common | SOLE |
| 28106W103 | EDIT | EDITAS MEDICINE INC | $596,384 | 0.03% | 290,919 | Common | SOLE |
| 816307300 | SLQT | SELECTQUOTE INC | $504,302 | 0.03% | 357,661 | Common | SOLE |
| 76129W105 | RVP | RETRACTABLE TECHNOLOGIES INC | $448,528 | 0.02% | 580,919 | Common | SOLE |
| 05453U203 | SSII | SS INNOVATIONS INTERNATIONAL | $428,033 | 0.02% | 75,358 | Common | SOLE |
| 15678C102 | CBLL | CERIBELL INC | $374,871 | 0.02% | 17,094 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.