Investor
Eversept Partners, LP
CIK 0001697013 · filed 2026-05-15 · SEC filing
13F book
$1.9B
Positions
104
32 new · 31 sold
Largest name
8.3%
United Therapeutics Corp Del
Est. mark
−$41M
Price effect on 72 names still held. Flow −$224.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| United Therapeutics Corp Del | — | 264.3K | $156.7M | 8.3% | $26.7M | Added$33.6M |
| Abivax Sa | — | 934.4K | $104M | 5.5% | −$15.5M | Added$15.3M |
| Gsk Plc | — | 1.79M | $98.5M | 5.2% | $11M | Cut−$32.9M |
| Vera Therapeutics, Inc. | VERA | 2.17M | $87.4M | 4.6% | −$22.6M | Cut−$68.2M |
| Natera, Inc. | NTRA | 384.7K | $76.9M | 4.1% | −$9.73M | Added$309.8K |
| Syndax Pharmaceuticals Inc | SNDX | 2.89M | $67.4M | 3.6% | $6.78M | Cut−$2.23M |
| Celldex Therapeutics Inc New | — | 1.79M | $56.7M | 3.0% | $6.54M | Added$17.7M |
| Vaxcyte, Inc. | PCVX | 924.2K | $53.7M | 2.8% | $11.1M | Cut−$1.56M |
| Brookdale Sr Living Inc | — | 3.57M | $48.8M | 2.6% | $1.08M | Added$44.8M |
| Ionis Pharmaceuticals Inc | IONS | 632.1K | $47.5M | 2.5% | −$2.16M | Added$4.89M |
| HCA Healthcare, Inc. | HCA | 79.2K | $37.5M | 2.0% | $505.5K | Cut−$7.27M |
| Welltower Inc. | WELL | 181K | $35.8M | 1.9% | — | New |
| Healthpeak Properties, Inc. | DOC | 1.98M | $32.5M | 1.7% | — | New |
| Insulet Corp | PODD | 143.5K | $30.1M | 1.6% | −$5.56M | Added$8.89M |
| Biocryst Pharmaceuticals Inc | BCRX | 3.04M | $28.9M | 1.5% | $5.15M | Added$5.59M |
| Geron Corp | GERN | 18.8M | $28.1M | 1.5% | $3M | Added$4.75M |
| Omega Healthcare Invs Inc | — | 585.7K | $25.7M | 1.4% | — | New |
| Liquidia Corp | LQDA | 677.4K | $25.6M | 1.3% | $1.66M | Added$7.99M |
| Community Health Sys Inc New | — | 8.68M | $25.5M | 1.3% | −$1.43M | Added$726.5K |
| Avantor, Inc. | AVTR | 2.97M | $23.3M | 1.2% | −$10.8M | Cut−$13.1M |
| Qiagen Nv Ord Shares | — | 545.3K | $21.8M | 1.2% | — | New |
| Encompass Health Corp | EHC | 194.1K | $18.8M | 1.0% | −$1.01M | Added$7.43M |
| Eli Lilly & Co | LLY | 19K | $17.5M | 0.9% | −$1.65M | Added$6.06M |
| Travere Therapeutics, Inc. | TVTX | 542.6K | $16.1M | 0.9% | −$4.61M | Cut−$28.8M |
| CytomX Therapeutics, Inc. | CTMX | 3.19M | $15M | 0.8% | $1.1M | Added$4.31M |
| Repligen Corp | RGEN | 120.8K | $14.2M | 0.8% | — | New |
| Beta Bionics, Inc. | BBNX | 1.41M | $14.2M | 0.7% | −$13.9M | Added−$6.49M |
| Viridian Therapeutics Inc | — | 713.3K | $14M | 0.7% | −$8.25M | Cut−$41.5M |
| Arcutis Biotherapeutics, Inc. | ARQT | 576.6K | $13.6M | 0.7% | −$2.38M | Added$962.5K |
| Ardelyx, Inc. | ARDX | 2.23M | $13.4M | 0.7% | $274.4K | Added$3.36M |
| Ltc Pptys Inc | — | 321K | $11.9M | 0.6% | — | New |
| Biomarin Pharmaceutical Inc | BMRN | 207.8K | $11.7M | 0.6% | −$275.6K | Added$6.17M |
| Chemed Corp New | — | 31.1K | $11.7M | 0.6% | — | New |
| Pharvaris N.V. | PHVS | 407K | $11.5M | 0.6% | $203.5K | Cut−$690.5K |
| Pennant Group, Inc. | PNTG | 312.2K | $9.52M | 0.5% | $684.9K | Added$1.24M |
| Newamsterdam Pharma Company | — | 285.8K | $9.15M | 0.5% | −$877.3K | Cut−$5.62M |
| Palisade Bio, Inc. | PALI | 4.99M | $8.73M | 0.5% | −$2.99M | Cut−$3.94M |
| Moderna, Inc. | MRNA | 159.7K | $8.11M | 0.4% | $3.4M | Cut$215.1K |
| Viking Therapeutics, Inc. | VKTX | 239.1K | $7.78M | 0.4% | — | New |
| Icon Plc | ICLR | 68.7K | $7.6M | 0.4% | −$4.92M | Cut−$9.86M |
| Xenon Pharmaceuticals Inc. | XENE | 129.6K | $7.53M | 0.4% | $1.73M | Cut−$2.84M |
| Revvity, Inc. | RVTY | 84.9K | $7.43M | 0.4% | −$775.6K | Cut−$8.31M |
| Agios Pharmaceuticals, Inc. | AGIO | 200K | $6.77M | 0.4% | — | New |
| Structure Therapeutics Inc. | GPCR | 138K | $6.65M | 0.4% | −$2.72M | Added−$2.22M |
| Bio-Techne Corp | TECH | 125.9K | $6.58M | 0.3% | −$824.6K | Cut−$15.6M |
| Glaukos Corp | GKOS | 60.2K | $6.48M | 0.3% | −$316.1K | Cut−$10.2M |
| Tenet Healthcare Corp | THC | 29.5K | $5.57M | 0.3% | — | New |
| Madrigal Pharmaceuticals, Inc. | MDGL | 10K | $5.23M | 0.3% | — | New |
| Intuitive Surgical Inc | ISRG | 11.1K | $5.13M | 0.3% | −$1.17M | Cut−$5.1M |
| Esperion Therapeutics Inc Ne | — | 1.74M | $4.76M | 0.3% | −$1.67M | Cut−$9.49M |
| Molina Healthcare, Inc. | MOH | 32.8K | $4.37M | 0.2% | −$1.32M | Cut−$3.52M |
| Healthequity, Inc. | HQY | 51.6K | $4.31M | 0.2% | −$415K | Cut−$12.7M |
| Bruker Corp | — | 117K | $4.23M | 0.2% | −$1.29M | Cut−$32.7M |
| Day One Biopharmaceuticals I | — | 183.9K | $3.94M | 0.2% | — | New |
| Compass Pathways Plc | CMPS | 677.9K | $3.75M | 0.2% | — | New |
| Centene Corp Del | — | 111.7K | $3.66M | 0.2% | −$939K | Cut−$9.68M |
| Grace Therapeutics, Inc. | GRCE | 756.6K | $3.5M | 0.2% | — | New |
| Engene Holdings Inc | — | 510.5K | $3.48M | 0.2% | −$1.01M | Added−$639.4K |
| Enhabit Inc | — | 227.5K | $3.2M | 0.2% | $1.06M | Added$1.19M |
| Definium Therape | DFTX | 160.7K | $3.04M | 0.2% | — | New |
| Equillium, Inc. | EQ | 1.5M | $3M | 0.2% | — | New |
| Ensign Group, Inc | ENSG | 14.8K | $2.97M | 0.2% | — | New |
| Invivyd, Inc. | IVVD | 2.28M | $2.96M | 0.2% | −$2.5M | Added−$2.33M |
| PMV Pharmaceuticals, Inc. | PMVP | 2.35M | $2.91M | 0.2% | — | New |
| Alector, Inc. | ALEC | 1.35M | $2.9M | 0.2% | $593.6K | Added$1.34M |
| Alto Neuroscience, Inc. | ANRO | 125.2K | $2.81M | 0.1% | — | New |
| Relay Therapeutics, Inc. | RLAY | 270.7K | $2.69M | 0.1% | $403.4K | Cut−$1.44M |
| Replimune Group, Inc. | REPL | 334.9K | $2.56M | 0.1% | — | New |
| Lb Pharmaceuticals Inc | LBRX | 100.2K | $2.47M | 0.1% | — | New |
| Lipocine Inc New | — | 295K | $2.36M | 0.1% | — | New |
| Vir Biotechnology, Inc. | VIR | 250K | $2.24M | 0.1% | — | New |
| Anteris Technologies Global Corp. | AVR | 401.2K | $2.23M | 0.1% | $224.7K | Cut−$268.4K |
| Amarin Corp Plc | — | 147.7K | $2.14M | 0.1% | $74.6K | Cut−$266.9K |
| Savara Inc | SVRA | 384.3K | $2.1M | 0.1% | −$97K | Added$1.07M |
| Relmada Therapeutics, Inc. | RLMD | 277.9K | $1.93M | 0.1% | — | New |
| Contineum Therapeutics, Inc. | CTNM | 146.4K | $1.91M | 0.1% | $224.1K | Added$340.6K |
| Sutro Biopharma, Inc. | STRO | 73.2K | $1.82M | 0.1% | $976K | Cut−$417.2K |
| Inovio Pharmaceuticals, Inc. | INO | 1.04M | $1.8M | 0.1% | — | New |
| Surrozen Inc | — | 58.6K | $1.71M | 0.1% | $382.8K | Cut−$445.7K |
| Inflarx Nv | — | 1.76M | $1.57M | 0.1% | −$203.1K | Added−$202K |
| Karyopharm Therapeutics Inc. | KPTI | 276.2K | $1.54M | 0.1% | — | New |
| Anaptysbio, Inc | ANAB | 27.1K | $1.5M | 0.1% | $189.1K | Cut−$4.36M |
| Novocure Ltd | NVCR | 134.9K | $1.47M | 0.1% | −$245.6K | Added−$93.7K |
| Bioventus Inc. | BVS | 159.1K | $1.45M | 0.1% | $268.9K | Cut−$2.05M |
| agilon health, inc. | AGL | 176.6K | $1.4M | 0.1% | — | New |
| Ultragenyx Pharmaceutical In | — | 62.6K | $1.31M | 0.1% | −$128.3K | Cut−$5.98M |
| Evommune, Inc. | EVMN | 54.7K | $1.26M | 0.1% | — | New |
| Immunocore Hldgs Plc | — | 39.2K | $1.18M | 0.1% | — | New |
| Assembly Biosciences, Inc. | ASMB | 40.9K | $1.13M | 0.1% | −$256K | Cut−$4.3M |
| Pliant Therapeutics, Inc. | PLRX | 891.4K | $1.12M | 0.1% | $33.7K | Added$95.9K |
| ARS Pharmaceuticals, Inc. | SPRY | 136.2K | $1.09M | 0.1% | −$493.2K | Cut−$1.84M |
| Whitehawk Therapeutics, Inc. | WHWK | 306.8K | $1.06M | 0.1% | $268.1K | Added$428.6K |
| Tyra Biosciences, Inc. | TYRA | 27.1K | $1.04M | 0.1% | $324.9K | Cut−$6.29M |
| Passage BIO, Inc. | PASG | 131.6K | $1.03M | 0.1% | −$498.6K | Added−$456.6K |
| Diversified Healthcare Tr | — | 151.3K | $1M | 0.1% | — | New |
| InMode Ltd. | INMD | 67.7K | $926.7K | 0.0% | −$62.6K | Added$16.9K |
| Sonida Senior Living, Inc. | SNDA | 28.4K | $917.1K | 0.0% | — | New |
| Bicycle Therapeutics Plc | BCYC | 190.7K | $884.9K | 0.0% | −$436.6K | Added−$381.8K |
| Editas Medicine, Inc. | EDIT | 290.9K | $718.6K | 0.0% | $122.2K | Held |
| SS Innovations International, Inc. | SSII | 110.2K | $550.8K | 0.0% | −$51.2K | Added$122.8K |
| Retractable Technologies Inc | RVP | 580.9K | $384.3K | 0.0% | −$64.3K | Held |
| eHealth, Inc. | EHTH | 220.9K | $285K | 0.0% | −$731.2K | Cut−$738.8K |
| SelectQuote, Inc. | SLQT | 357.7K | $225.1K | 0.0% | −$279.2K | Held |
| Airsculpt Technologies, Inc. | AIRS | 74.1K | $209.8K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.