Eversept Partners, LP

Registered adviser

CIK

1697013

Location

NEW YORK, NY

Portfolio Value

Mid $1,927,639,066

Diversification

Diversified

Filing Date

Global Rank

#1,641 / 8,818 ▼ 145

Top Industry

Biotechnology 47.0%

Period ended 4 months ago

Filed Aug 14, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 282358

Roster of Oct 1, 2026

Regulatory AUM

$2,650,965,000

Main clients

Pooled investment vehicles (99% of AUM)

Private funds

3 funds · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$2,314,180,000 gross assets

LEI

549300X2D2KLB2XLNK52

Private funds on Schedule D 7.B.(1)

As filed Mar 25, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$1,405,143,000 gross assets in 3 funds Hedge funds $1,405,143,000 (3)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,650,965,000	Pooled investment vehicles (99%)
Apr 2025 to Mar 2026	$1,742,083,000	Pooled investment vehicles (100%)
Apr 2024 to Mar 2025	$1,482,568,000	Pooled investment vehicles (100%)
May 2023 to Mar 2024	$1,671,022,000	Pooled investment vehicles (100%)
Apr 2023	$1,671,022,000	Pooled investment vehicles (100%)
Apr 2022 to Mar 2023	$1,842,319,563	Pooled investment vehicles (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.6%, 32.4 effective positions, active share 95.8% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

83.7% over the last four quarters (30% to under 100%)

Horizon

Horizon unknown

The value-weighted holding period is at least 9.1 quarters, but 1.4% of the book was already held when coverage starts

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 95.8%; sector active share 88.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

119 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

−0.2 pts

Top 5

29.7%

−1.1 pts

Top 10

45.7%

−2.7 pts

HHI

295

Diversified−33

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	90.3%	$1,741,560,444	110
Real Estate	5.6%	$107,691,659	5
Unclassified	4.0%	$77,514,790	2
Financial Services	0.0%	$872,173	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EHC	Encompass Health Corp	+832,815	1,026,919	$103,800,972
ENSG	Ensign Group, Inc	+587,318	602,079	$96,513,263
CTMX	CytomX Therapeutics, Inc.	+369,983	3,558,497	$13,344,363
VKTX	Viking Therapeutics, Inc.	+363,812	602,922	$23,519,987
TVTX	Travere Therapeutics, Inc.	+256,363	798,973	$45,389,656
REPL	Replimune Group, Inc.	+255,391	590,252	$6,534,089
SPRY	ARS Pharmaceuticals, Inc.	+240,772	377,007	$3,019,826
EHTH	eHealth, Inc.	+183,939	404,854	$603,232
EDIT	Editas Medicine, Inc.	+167,890	458,809	$1,486,541
RLAY	Relay Therapeutics, Inc.	+163,609	434,314	$8,126,014
PNTG	Pennant Group, Inc.	+148,094	460,272	$17,007,050
EVMN	Evommune, Inc.	+119,780	174,460	$2,318,573
VRDN	Viridian Therapeutics, Inc.\DE	+117,873	831,142	$15,268,078
LTC	Ltc Properties Inc	+99,594	420,640	$16,173,608
RARE	Ultragenyx Pharmaceutical Inc.	+91,555	154,130	$5,146,400
THC	Tenet Healthcare Corp	+84,687	114,199	$21,364,348
LBRX	Lb Pharmaceuticals Inc	+83,465	183,663	$5,960,782
SNDA	Sonida Senior Living, Inc.	+74,187	102,624	$4,187,059
ALEC	Alector, Inc.	+72,767	1,423,873	$2,861,984
XENE	Xenon Pharmaceuticals Inc.	+66,958	196,532	$11,862,671
BRKR	Bruker Corp	+65,881	182,894	$11,006,560
GPCR	Structure Therapeutics Inc.	+58,266	196,302	$10,535,528
DFTX	Definium Therapeutics, Inc.	+56,462	217,185	$10,216,382
MOH	Molina Healthcare, Inc.	+47,783	80,594	$18,431,847
ANAB	Anaptysbio, Inc	+42,894	69,983	$4,723,852
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GSK	GSK plc	−1,303,342	481,833	$25,257,685
BCRX	Biocryst Pharmaceuticals Inc	−1,174,167	1,865,653	$18,656,530
CYH	Community Health Systems Inc	−812,706	7,864,575	$26,267,680
PALI	Palisade Bio, Inc.	−804,714	4,182,785	$8,742,020
ARDX	Ardelyx, Inc.	−551,101	1,678,345	$8,559,559
PMVP	PMV Pharmaceuticals, Inc.	−457,456	1,890,904	$2,533,811
IFRX	InflaRx N.V.	−454,504	1,304,069	$2,921,114
ARQT	Arcutis Biotherapeutics, Inc.	−441,225	135,355	$3,549,008
PCVX	Vaxcyte, Inc.	−294,241	629,952	$36,619,109
LQDA	Liquidia Corp	−248,740	428,652	$34,176,423
AVR	Anteris Technologies Global Corp.	−234,958	166,229	$1,637,355
NTRA	Natera, Inc.	−208,906	175,807	$47,722,810
RLMD	Relmada Therapeutics, Inc.	−184,707	93,192	$644,888
SVRA	Savara Inc	−179,836	204,428	$1,259,276
BKD	Brookdale Senior Living Inc.	−172,085	3,396,470	$54,649,202
BBNX	Beta Bionics, Inc.	−165,397	1,249,441	$19,578,740
AGL	agilon health, inc.	−138,796	37,792	$4,050,546
GERN	Geron Corp	−117,461	18,717,422	$23,958,300
TECH	BIO-TECHNE Corp	−106,588	19,308	$1,364,110
RGEN	Repligen Corp	−106,384	14,401	$1,964,872
OHI	Omega Healthcare Investors Inc	−102,133	483,547	$23,055,520
WELL	Welltower Inc.	−93,641	87,312	$19,817,204
VIR	Vir Biotechnology, Inc.	−93,364	156,636	$1,596,120
SNDX	Syndax Pharmaceuticals Inc	−87,412	2,798,210	$61,168,870
ENGN	enGene Therapeutics Inc.	−40,959	469,584	$812,380
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CTRE	CareTrust REIT, Inc.	1,072,015	$43,255,805
UNH	Unitedhealth Group Inc	51,145	$21,257,396
COGT	Cogent Biosciences, Inc.	490,235	$18,972,094
INSM	INSMED Inc	149,209	$15,908,663
AMN	Amn Healthcare Services Inc	428,531	$13,871,548
CELC	Celcuity Inc.	127,931	$13,384,141
HUM	Humana Inc	31,171	$12,381,744
CRVS	Corvus Pharmaceuticals, Inc.	747,994	$11,175,030
ASND	Ascendis Pharma A/S	41,621	$11,101,153
MLYS	Mineralys Therapeutics, Inc.	309,689	$8,355,409
NVO	Novo Nordisk A S	169,227	$8,112,742
BHVN	Biohaven Ltd.	515,804	$7,675,163
PTGX	Protagonist Therapeutics, Inc	58,504	$7,171,420
ELVN	Enliven Therapeutics, Inc.	136,631	$6,934,023
BEAM	Beam Therapeutics Inc.	166,289	$5,707,038
NHI	National Health Investors Inc	70,673	$5,389,522
PACS	PACS Group, Inc.	117,441	$5,007,684
NHC	National Healthcare Corp	22,116	$4,674,437
EYPT	EyePoint, Inc.	297,735	$4,257,610
TARS	Tarsus Pharmaceuticals, Inc.	55,710	$3,506,387
VOR	Vor Biopharma Inc.	149,681	$2,755,627
DSGN	Design Therapeutics, Inc.	190,000	$2,749,300
SPRB	Spruce Biosciences, Inc.	40,000	$2,160,000
PRQR	ProQR Therapeutics N.V.	1,022,265	$1,901,412
RVMD	Revolution Medicines, Inc.	6,943	$1,300,285
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
DOC	Healthpeak Properties, Inc.	1,981,070	$32,548,980
AVTR	Avantor, Inc.	2,974,287	$23,318,410
QGEN	Qiagen N.V.	545,330	$21,835,013
ICLR	Icon PLC	68,688	$7,601,014
AGIO	Agios Pharmaceuticals, Inc.	200,000	$6,766,000
MDGL	Madrigal Pharmaceuticals, Inc.	10,000	$5,234,700
—		1,735,963	$4,756,539
HQY	Healthequity, Inc.	51,614	$4,313,381
—		183,902	$3,942,859
CNC	Centene Corp	111,652	$3,655,486
—		227,451	$3,204,785
STRO	Sutro Biopharma, Inc.	73,161	$1,822,440
NVCR	NovoCure Ltd	134,917	$1,470,595
BVS	Bioventus Inc.	159,110	$1,452,674
IMCR	Immunocore Holdings plc	39,238	$1,183,025
TYRA	Tyra Biosciences, Inc.	27,055	$1,036,206
PASG	Passage BIO, Inc.	131,581	$1,032,910
DHC	Diversified Healthcare Trust	151,283	$1,004,519
INMD	InMode Ltd.	67,744	$926,737
AIRS	Airsculpt Technologies, Inc.	74,139	$209,813
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $1,927,639,066 total · filing declares 120 positions · $1,927,640,043 · as of Jun 30, 2026

All sectors Financial Services Healthcare Real Estate

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
UTHR	UNITED THERAPEUTICS Corp Healthcare	Added	287,668	+23,397	$155,867,152	−0.5%	25	$332.64	8.09%
ABVX	Abivax S.A. Healthcare	Reduced	913,880	-20,543	$121,783,648	+17.0%	4	$90.02	6.32%
EHC	Encompass Health Corp Healthcare	Added	1,026,919	+832,815	$103,800,972	+452.8%	3	$104.76	5.38%
ENSG	Ensign Group, Inc Healthcare	Added	602,079	+587,318	$96,513,263	+3144.9%	2	$176.88	5.01%
VERA	Vera Therapeutics, Inc. Healthcare	Added	2,212,770	+39,484	$94,949,960	+8.6%	16	$20.48	4.93%
QQQ	Invesco Qqq Trust, Series 1 PUT	Reduced	98,600	-140,100	$72,609,040	−47.3%	—	—	3.77%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	1,785,941	-2,075	$66,454,864	+17.2%	19	$29.12	3.45%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Reduced	2,798,210	-87,412	$61,168,870	−9.3%	17	$14.55	3.17%
BKD	Brookdale Senior Living Inc. Healthcare	Reduced	3,396,470	-172,085	$54,649,202	+11.9%	3	$13.57	2.84%
IONS	Ionis Pharmaceuticals Inc Healthcare	Added	664,684	+32,584	$52,702,794	+11.0%	21	$44.27	2.73%
NTRA	Natera, Inc. Healthcare	Reduced	175,807	-208,906	$47,722,810	−38.0%	17	$68.27	2.48%
TVTX	Travere Therapeutics, Inc. Healthcare	Added	798,973	+256,363	$45,389,656	+181.6%	10	$24.21	2.35%
CTRE	CareTrust REIT, Inc. Real Estate	NEW	1,072,015	NEW	$43,255,805	NEW	1	$39.28	2.24%
HCA	HCA Healthcare, Inc. Healthcare	Added	98,252	+19,023	$38,307,472	+2.2%	14	$331.49	1.99%
PCVX	Vaxcyte, Inc. Healthcare	Reduced	629,952	-294,241	$36,619,109	−31.8%	7	$53.03	1.90%
LQDA	Liquidia Corp Healthcare	Reduced	428,652	-248,740	$34,176,423	+33.7%	22	$20.95	1.77%
CYH	Community Health Systems Inc Healthcare	Reduced	7,864,575	-812,706	$26,267,680	+3.0%	23	$3.83	1.36%
INSM	INSMED Inc CALL + SHARES Healthcare	Added	245,809	+151,809	$26,208,155	+70.5%	1	$121.09	1.36%
GSK	GSK plc Healthcare	Reduced	481,833	-1,303,342	$25,257,685	−74.4%	26+	before history	1.31%
CHE	Chemed Corp Healthcare	Added	52,523	+21,466	$24,462,062	+108.5%	2	$425.09	1.27%
LLY	ELI LILLY & Co Healthcare	Added	20,116	+1,116	$24,127,735	+38.1%	3	$983.81	1.25%
GERN	Geron Corp Healthcare	Reduced	18,717,422	-117,461	$23,958,300	−14.6%	5	$1.36	1.24%
VKTX	Viking Therapeutics, Inc. Healthcare	Added	602,922	+363,812	$23,519,987	+202.3%	2	$32.24	1.22%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	483,547	-102,133	$23,055,520	−10.2%	2	$45.64	1.20%
PODD	Insulet Corp Healthcare	Added	148,816	+5,270	$22,657,236	−24.8%	4	$279.31	1.18%
THC	Tenet Healthcare Corp Healthcare	Added	114,199	+84,687	$21,364,348	+283.6%	2	$190.78	1.11%
UNH	Unitedhealth Group Inc Healthcare	Added	51,145	+11,145	$21,257,396	+96.4%	1	$370.65	1.10%
WELL	Welltower Inc. Real Estate	Reduced	87,312	-93,641	$19,817,204	−44.6%	2	$197.62	1.03%
BBNX	Beta Bionics, Inc. Healthcare	Reduced	1,249,441	-165,397	$19,578,740	+38.1%	3	$20.50	1.02%
COGT	Cogent Biosciences, Inc. Healthcare	NEW	490,235	NEW	$18,972,094	NEW	1	$34.99	0.98%
BCRX	Biocryst Pharmaceuticals Inc Healthcare	Reduced	1,865,653	-1,174,167	$18,656,530	−35.5%	15	$7.70	0.97%
MOH	Molina Healthcare, Inc. Healthcare	Added	80,594	+47,783	$18,431,847	+321.4%	6	$186.05	0.96%
PNTG	Pennant Group, Inc. Healthcare	Added	460,272	+148,094	$17,007,050	+78.7%	5	$28.79	0.88%
LTC	Ltc Properties Inc Real Estate	Added	420,640	+99,594	$16,173,608	+35.6%	2	$37.69	0.84%
VRDN	Viridian Therapeutics, Inc.\DE Healthcare	Added	831,142	+117,873	$15,268,078	+9.4%	12	$15.78	0.79%
BMRN	Biomarin Pharmaceutical Inc Healthcare	Added	249,607	+41,839	$14,282,512	+21.7%	4	$57.30	0.74%
AMN	Amn Healthcare Services Inc Healthcare	NEW	428,531	NEW	$13,871,548	NEW	1	$25.79	0.72%
CELC	Celcuity Inc. Healthcare	NEW	127,931	NEW	$13,384,141	NEW	1	$115.39	0.69%
PHVS	Pharvaris N.V. Healthcare	Reduced	386,383	-20,577	$13,361,124	+16.2%	3	$24.09	0.69%
CTMX	CytomX Therapeutics, Inc. Healthcare	Added	3,558,497	+369,983	$13,344,363	−11.0%	3	$4.05	0.69%
HUM	Humana Inc Healthcare	NEW	31,171	NEW	$12,381,744	NEW	1	$284.71	0.64%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Added	196,532	+66,958	$11,862,671	+57.4%	3	$46.61	0.62%
CRVS	Corvus Pharmaceuticals, Inc. Healthcare	NEW	747,994	NEW	$11,175,030	NEW	1	$13.88	0.58%
ASND	Ascendis Pharma A/S Healthcare	NEW	41,621	NEW	$11,101,153	NEW	1	$233.60	0.58%
BRKR	Bruker Corp Healthcare	Added	182,894	+65,881	$11,006,560	+160.4%	7	$47.39	0.57%
MRNA	Moderna, Inc. Healthcare	Reduced	152,122	-7,586	$10,653,103	+31.3%	3	$27.17	0.55%
GPCR	Structure Therapeutics Inc. Healthcare	Added	196,302	+58,266	$10,535,528	+58.3%	5	$30.53	0.55%
DFTX	Definium Therapeutics, Inc. Healthcare	Added	217,185	+56,462	$10,216,382	+236.3%	2	$18.98	0.53%
CMPS	COMPASS Pathways plc Healthcare	Reduced	672,825	-5,099	$9,520,473	+154.0%	2	$6.73	0.49%
NAMS	NewAmsterdam Pharma Co N.V. Healthcare	Reduced	275,471	-10,293	$9,335,712	+2.1%	14	$16.33	0.48%

Showing the top 50 of 119 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.