Eversept Partners, LP
Net buyer this quarter
$1.93B
115
+$128M
44.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 UTHR | $156M | 8.09% | 0.67% | +8.9% | Q2 2020 |
 ABVX | $122M | 6.32% | 1.16% | -2.2% | Q3 2025 |
 EHC | $104M | 5.38% | 1.04% | +429.1% | Q4 2025 |
 ENSG | $96.5M | 5.01% | 1.03% | +3978.9% | Q4 2017 |
 VERA | $94.9M | 4.93% | 3.08% | +1.8% | Q3 2022 |
 CLDX | $66.5M | 3.45% | 2.28% | -0.1% | Q2 2020 |
 SNDX | $61.2M | 3.17% | 3.14% | -3.0% | Q2 2022 |
 BKD | $54.6M | 2.84% | 1.42% | -4.8% | Q4 2021 |
 IONS | $52.7M | 2.73% | 0.40% | +5.2% | Q2 2021 |
 NTRA | $47.7M | 2.48% | 0.12% | -54.3% | Q4 2018 |
 TVTX | $45.4M | 2.35% | 0.85% | +47.3% | Q1 2024 |
 CTRE | $43.3M | 2.24% | 0.45% | Not reported | Q4 2017 |
 HCA | $38.3M | 1.99% | 0.05% | +24.0% | Q1 2020 |
 PCVX | $36.6M | 1.90% | 0.44% | -31.8% | Q4 2022 |
 LQDA | $34.2M | 1.77% | 0.48% | -36.7% | Q4 2019 |
 CYH | $26.3M | 1.36% | 5.58% | -9.4% | Q3 2019 |
 GSK | $25.3M | 1.31% | 0.01% | -73.0% | Q1 2018 |
 CHE | $24.5M | 1.27% | 0.40% | +69.1% | Q1 2026 |
 LLY | $24.1M | 1.25% | 0.00% | +5.9% | Q1 2024 |
 GERN | $24M | 1.24% | 2.92% | -0.6% | Q2 2025 |
 VKTX | $23.5M | 1.22% | 0.52% | +152.2% | Q3 2018 |
 OHI | $23.1M | 1.20% | 0.16% | -17.4% | Q2 2019 |
 PODD | $22.7M | 1.18% | 0.21% | +3.7% | Q3 2018 |
 THC | $21.4M | 1.11% | 0.13% | +287.0% | Q4 2022 |
 UNH | $21.3M | 1.10% | 0.01% | Not reported | Q2 2025 |
 WELL | $19.8M | 1.03% | 0.01% | -51.8% | Q1 2026 |
 BBNX | $19.6M | 1.02% | 2.78% | -11.7% | Q4 2025 |
 COGT | $19M | 0.98% | 0.29% | New | Q2 2026 |
 BCRX | $18.7M | 0.97% | 0.73% | -38.6% | Q4 2017 |
 MOH | $18.4M | 0.96% | 0.16% | +145.6% | Q2 2023 |
 PNTG | $17M | 0.88% | 1.32% | +47.4% | Q4 2019 |
 LTC | $16.2M | 0.84% | 0.78% | +31.0% | Q2 2019 |
 INSM | $15.9M | 0.83% | 0.07% | Not reported | Q2 2024 |
 VRDN | $15.3M | 0.79% | 0.73% | +16.5% | Q3 2021 |
 BMRN | $14.3M | 0.74% | 0.13% | +20.1% | Q4 2017 |
 AMN | $13.9M | 0.72% | 1.11% | Not reported | Q2 2021 |
 CELC | $13.4M | 0.69% | 0.26% | New | Q2 2026 |
 PHVS | $13.4M | 0.69% | 0.59% | -5.1% | Q4 2025 |
 CTMX | $13.3M | 0.69% | 1.63% | +11.6% | Q4 2025 |
 HUM | $12.4M | 0.64% | 0.03% | Not reported | Q2 2019 |
 XENE | $11.9M | 0.62% | 0.20% | +51.7% | Q3 2018 |
 CRVS | $11.2M | 0.58% | 0.89% | New | Q2 2026 |
 ASND | $11.1M | 0.58% | 0.07% | Not reported | Q4 2017 |
 BRKR | $11M | 0.57% | 0.12% | +56.3% | Q4 2024 |
 MRNA | $10.7M | 0.55% | 0.04% | -4.8% | Q4 2025 |
 GPCR | $10.5M | 0.55% | 0.09% | +42.2% | Q2 2025 |
 DFTX | $10.2M | 0.53% | 0.16% | +35.1% | Q1 2026 |
 CMPS | $9.52M | 0.49% | 0.50% | -0.8% | Q1 2026 |
 NAMS | $9.34M | 0.48% | 0.23% | -3.6% | Q1 2023 |
 RVTY | $9.3M | 0.48% | 0.08% | -1.5% | Q3 2021 |
| Q1 2026 | |||||
| UTHR | $157M | 8.26% | 0.63% | +4.6% | Q2 2020 |
| ABVX | $104M | 5.49% | 1.19% | +42.1% | Q3 2025 |
| GSK | $98.5M | 5.20% | 0.04% | -33.4% | Q1 2018 |
| VERA | $87.4M | 4.61% | 3.40% | -29.3% | Q3 2022 |
| NTRA | $76.9M | 4.06% | 0.27% | +15.0% | Q4 2018 |
| SNDX | $67.4M | 3.55% | 3.26% | -12.9% | Q2 2022 |
| CLDX | $56.7M | 2.99% | 2.69% | +24.6% | Q2 2020 |
| PCVX | $53.7M | 2.83% | 0.64% | -22.8% | Q4 2022 |
| BKD | $48.8M | 2.57% | 1.49% | +851.8% | Q4 2021 |
| IONS | $47.5M | 2.50% | 0.38% | +17.4% | Q2 2021 |
| HCA | $37.5M | 1.98% | 0.04% | -17.4% | Q1 2020 |
| WELL | $35.8M | 1.89% | 0.03% | New | Q1 2026 |
 DOC | $32.5M | 1.72% | 0.28% | New | Q1 2026 |
| PODD | $30.1M | 1.59% | 0.20% | +92.1% | Q3 2018 |
| BCRX | $28.9M | 1.53% | 1.20% | +1.6% | Q4 2017 |
| GERN | $28.1M | 1.48% | 2.94% | +6.7% | Q2 2025 |
| OHI | $25.7M | 1.35% | 0.20% | Not reported | Q2 2019 |
| LQDA | $25.6M | 1.35% | 0.77% | +33.0% | Q4 2019 |
| CYH | $25.5M | 1.35% | 6.16% | +9.2% | Q3 2019 |
 AVTR | $23.3M | 1.23% | 0.44% | -6.4% | Q4 2020 |
 QGEN | $21.8M | 1.15% | 0.25% | Not reported | Q4 2018 |
| EHC | $18.8M | 0.99% | 0.20% | +81.5% | Q4 2025 |
| LLY | $17.5M | 0.92% | 0.00% | +78.9% | Q1 2024 |
| TVTX | $16.1M | 0.85% | 0.59% | -53.8% | Q1 2024 |
| CTMX | $15M | 0.79% | 1.87% | +27.2% | Q4 2025 |
 RGEN | $14.2M | 0.75% | 0.21% | Not reported | Q1 2021 |
| BBNX | $14.2M | 0.75% | 3.18% | +108.6% | Q4 2025 |
| VRDN | $14M | 0.74% | 0.70% | -60.0% | Q3 2021 |
 ARQT | $13.6M | 0.72% | 0.46% | +32.7% | Q2 2024 |
 ARDX | $13.4M | 0.70% | 0.90% | +30.0% | Q3 2025 |
| LTC | $11.9M | 0.63% | 0.64% | Not reported | Q2 2019 |
| BMRN | $11.7M | 0.62% | 0.11% | +121.6% | Q4 2017 |
| CHE | $11.7M | 0.62% | 0.23% | New | Q1 2026 |
| PHVS | $11.5M | 0.61% | 0.62% | -7.3% | Q4 2025 |
| PNTG | $9.52M | 0.50% | 0.90% | +6.2% | Q4 2019 |
| NAMS | $9.15M | 0.48% | 0.25% | -32.1% | Q1 2023 |
 PALI | $8.73M | 0.46% | 2.98% | -7.5% | Q4 2025 |
| MRNA | $8.11M | 0.43% | 0.04% | -40.4% | Q4 2025 |
| VKTX | $7.78M | 0.41% | 0.21% | Not reported | Q3 2018 |
 ICLR | $7.6M | 0.40% | 0.09% | -28.3% | Q3 2021 |
| XENE | $7.53M | 0.40% | 0.13% | -44.0% | Q3 2018 |
| RVTY | $7.43M | 0.39% | 0.08% | -47.9% | Q3 2021 |
 AGIO | $6.77M | 0.36% | 0.34% | New | Q1 2026 |
| GPCR | $6.65M | 0.35% | 0.06% | +8.2% | Q2 2025 |
 TECH | $6.58M | 0.35% | 0.08% | -66.6% | Q1 2022 |
 GKOS | $6.48M | 0.34% | 0.10% | -59.2% | Q1 2025 |
| THC | $5.57M | 0.29% | 0.03% | Not reported | Q4 2022 |
 MDGL | $5.23M | 0.28% | 0.04% | Not reported | Q2 2018 |
 ISRG | $5.13M | 0.27% | 0.00% | -38.4% | Q1 2021 |
| ESPR | $4.76M | 0.25% | 0.68% | -54.9% | Q4 2025 |
| Q4 2025 | |||||
| VERA | $156M | 7.84% | 4.81% | +9.4% | Q3 2022 |
| GSK | $131M | 6.62% | 0.06% | +26.4% | Q1 2018 |
| UTHR | $123M | 6.20% | 0.58% | -0.3% | Q2 2020 |
| ABVX | $88.7M | 4.47% | 0.84% | +54.2% | Q3 2025 |
| NTRA | $76.6M | 3.86% | 0.24% | -35.6% | Q4 2018 |
| SNDX | $69.6M | 3.51% | 3.79% | -4.4% | Q2 2022 |
| VRDN | $55.5M | 2.79% | 1.75% | -7.4% | Q3 2021 |
| PCVX | $55.3M | 2.78% | 0.91% | -15.8% | Q4 2022 |
| TVTX | $44.9M | 2.26% | 1.29% | -17.1% | Q1 2024 |
| HCA | $44.8M | 2.26% | 0.04% | -14.2% | Q1 2020 |
 DHR | $42.6M | 2.15% | 0.03% | +87.6% | Q3 2018 |
| IONS | $42.6M | 2.15% | 0.33% | -0.1% | Q2 2021 |
| CLDX | $39M | 1.96% | 2.16% | +24.3% | Q2 2020 |
| BRKR | $36.9M | 1.86% | 0.52% | +14.1% | Q4 2024 |
| AVTR | $36.4M | 1.83% | 0.47% | +243.6% | Q4 2020 |
| CYH | $24.8M | 1.25% | 5.73% | +14.3% | Q3 2019 |
 EXK | $24.5M | 1.24% | 0.09% | New | Q4 2025 |
| BCRX | $23.3M | 1.18% | 1.40% | +117.9% | Q4 2017 |
| GERN | $23.3M | 1.17% | 2.76% | +40.2% | Q2 2025 |
| TECH | $22.2M | 1.12% | 0.24% | -36.2% | Q1 2022 |
| CDTX | $21.8M | 1.10% | 0.31% | Not reported | Q4 2017 |
| PODD | $21.2M | 1.07% | 0.11% | +63.8% | Q3 2018 |
| BBNX | $20.7M | 1.04% | 1.53% | New | Q4 2025 |
 TEVA | $20.6M | 1.04% | 0.06% | -51.6% | Q3 2020 |
| UNH | $20.1M | 1.01% | 0.01% | -3.1% | Q2 2025 |
| LQDA | $17.6M | 0.89% | 0.58% | +4.8% | Q4 2019 |
| ICLR | $17.5M | 0.88% | 0.13% | +74.2% | Q3 2021 |
 HQY | $17M | 0.86% | 0.22% | +254.5% | Q2 2021 |
| GKOS | $16.7M | 0.84% | 0.26% | Not reported | Q1 2025 |
| RVTY | $15.7M | 0.79% | 0.15% | -58.7% | Q3 2021 |
| NAMS | $14.8M | 0.74% | 0.37% | -13.9% | Q1 2023 |
| ESPR | $14.2M | 0.72% | 1.61% | New | Q4 2025 |
 BIIB | $13.7M | 0.69% | 0.05% | +50.6% | Q4 2021 |
| SEM | $13.5M | 0.68% | 0.73% | New | Q4 2025 |
 CNC | $13.3M | 0.67% | 0.07% | +44.3% | Q1 2018 |
 CGON | $12.8M | 0.65% | 0.38% | New | Q4 2025 |
 BMY | $12.7M | 0.64% | 0.01% | Not reported | Q2 2021 |
| PALI | $12.7M | 0.64% | 3.38% | New | Q4 2025 |
| ARQT | $12.6M | 0.64% | 0.35% | +289.9% | Q2 2024 |
| PHVS | $12.2M | 0.61% | 0.67% | New | Q4 2025 |
| LLY | $11.4M | 0.58% | 0.00% | Not reported | Q1 2024 |
| EHC | $11.3M | 0.57% | 0.11% | New | Q4 2025 |
| CTMX | $10.7M | 0.54% | 1.47% | New | Q4 2025 |
 ELV | $10.6M | 0.53% | 0.01% | -32.9% | Q1 2018 |
 MNKD | $10.5M | 0.53% | 0.60% | -9.3% | Q1 2021 |
| XENE | $10.4M | 0.52% | 0.29% | Not reported | Q3 2018 |
| ASND | $10.3M | 0.52% | 0.08% | Not reported | Q4 2017 |
| ISRG | $10.2M | 0.52% | 0.01% | +25.2% | Q1 2021 |
 ILMN | $10.1M | 0.51% | 0.05% | -38.0% | Q4 2018 |
| ARDX | $10M | 0.50% | 0.70% | +20.0% | Q3 2025 |
| Q3 2025 | |||||
| UTHR | $106M | 7.32% | 0.59% | +326.5% | Q2 2020 |
| GSK | $91.5M | 6.31% | 0.05% | -5.4% | Q1 2018 |
| NTRA | $83.6M | 5.76% | 0.38% | -34.8% | Q4 2018 |
| VERA | $81.6M | 5.62% | 4.40% | +17.8% | Q3 2022 |
| SNDX | $53.3M | 3.68% | 3.99% | -14.7% | Q2 2022 |
| PCVX | $51.2M | 3.53% | 1.09% | +9.5% | Q4 2022 |
 QURE | $51.2M | 3.53% | 1.41% | Not reported | Q2 2020 |
| HCA | $47.6M | 3.28% | 0.05% | +11.7% | Q1 2020 |
| VRDN | $41.5M | 2.86% | 2.34% | +1.1% | Q3 2021 |
| ZIMV | $39.4M | 2.71% | 7.37% | Not reported | Q4 2023 |
| ABVX | $36.2M | 2.50% | 0.67% | New | Q3 2025 |
| IONS | $35.2M | 2.43% | 0.33% | -8.5% | Q2 2021 |
| RVTY | $34.6M | 2.38% | 0.35% | -22.7% | Q3 2021 |
| TVTX | $33.9M | 2.33% | 1.58% | +7.8% | Q1 2024 |
| TECH | $32.9M | 2.27% | 0.38% | +50.1% | Q1 2022 |
| CLDX | $29.9M | 2.06% | 1.74% | +37.6% | Q2 2020 |
| TEVA | $27.5M | 1.90% | 0.12% | +29.5% | Q3 2020 |
| BRKR | $22.3M | 1.54% | 0.45% | -18.1% | Q4 2024 |
| CYH | $22.3M | 1.54% | 4.96% | +13.1% | Q3 2019 |
| UNH | $21.7M | 1.49% | 0.01% | +3.4% | Q2 2025 |
| DHR | $19.7M | 1.36% | 0.01% | +323.4% | Q3 2018 |
| GERN | $17.3M | 1.19% | 1.97% | +72.1% | Q2 2025 |
| ELV | $14.5M | 1.00% | 0.02% | +137.2% | Q1 2018 |
| PODD | $14.1M | 0.97% | 0.06% | Not reported | Q3 2018 |
| RGEN | $14M | 0.97% | 0.19% | +464.4% | Q1 2021 |
| NAMS | $13.9M | 0.96% | 0.43% | +17.9% | Q1 2023 |
| RNAM | $13.2M | 0.91% | 0.21% | New | Q3 2025 |
 NVO | $12.1M | 0.83% | Not reported | Not reported | Q1 2024 |
| ILMN | $11.7M | 0.81% | 0.08% | -37.7% | Q4 2018 |
| AVTR | $11.5M | 0.80% | 0.14% | -39.4% | Q4 2020 |
| LQDA | $11.1M | 0.76% | 0.56% | +35.5% | Q4 2019 |
| MNKD | $11M | 0.76% | 0.67% | +192.8% | Q1 2021 |
| BCRX | $10.4M | 0.72% | 0.65% | +13.7% | Q4 2017 |
 SPRY | $9.81M | 0.68% | 0.99% | Not reported | Q2 2023 |
| ICLR | $9.63M | 0.66% | 0.07% | -14.8% | Q3 2021 |
 REGN | $9.4M | 0.65% | 0.02% | +26.2% | Q2 2025 |
 EOLS | $9.06M | 0.62% | 2.28% | +26.0% | Q4 2022 |
 EWTX | $8.15M | 0.56% | 0.47% | +27.9% | Q2 2025 |
| CNC | $8.01M | 0.55% | 0.05% | -43.7% | Q1 2018 |
| BMRN | $7.94M | 0.55% | 0.08% | Not reported | Q4 2017 |
| ARDX | $7.88M | 0.54% | 0.59% | New | Q3 2025 |
| BIIB | $7.25M | 0.50% | 0.04% | Not reported | Q4 2021 |
| CPRX | $6.91M | 0.48% | 0.28% | New | Q3 2025 |
| DVAX | $6.89M | 0.47% | 0.59% | -42.1% | Q1 2018 |
| ISRG | $6.45M | 0.44% | 0.00% | Not reported | Q1 2021 |
| ETNB | $5.77M | 0.40% | 0.26% | +66.3% | Q1 2025 |
| HQY | $4.96M | 0.34% | 0.06% | -66.4% | Q2 2021 |
| GPCR | $4.66M | 0.32% | 0.09% | +67.5% | Q2 2025 |
| MRUS | $4.52M | 0.31% | 0.06% | -63.3% | Q4 2020 |
 ALEC | $4.41M | 0.30% | 1.39% | -25.0% | Q1 2024 |