13F-HR filed by Eversept Partners, LP
Eversept Partners, LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 86 holding rows worth $1,450,997,764.
- Accession
- 0001697013-25-000010
- Filer
- CIK 1697013
- Filed
- 2025-11-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 86 entries on the cover page, a total value of $1,450,997,764 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,450,997,764 with VALUE read as dollars as filed, 13F file number 028-18369. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 230,000 | $138,085,100 | dollars as filed | put |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 253,220 | $106,152,356 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 2,120,446 | $91,518,449 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 519,644 | $83,647,095 | dollars as filed | |
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 2,807,836 | $81,595,714 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 3,467,314 | $53,344,626 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 1,421,983 | $51,219,828 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 877,373 | $51,212,262 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 111,700 | $47,606,540 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 1,924,306 | $41,526,523 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 2,079,380 | $39,383,457 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 426,499 | $36,209,765 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 538,661 | $35,239,203 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 394,311 | $34,561,359 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 1,417,204 | $33,871,176 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 591,540 | $32,907,370 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 1,153,920 | $29,851,910 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 1,363,653 | $27,545,791 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 687,129 | $22,324,821 | dollars as filed | |
| COMMUNITY HEALTH SYSTEMS INC | 203668108 | COMMON STOCK | 6,950,051 | $22,309,664 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 62,820 | $21,691,746 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 99,273 | $19,681,865 | dollars as filed | |
| GERON CORP | 374163103 | COM | 12,599,002 | $17,260,633 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 44,980 | $14,533,938 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 45,604 | $14,079,323 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 105,087 | $14,046,979 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 488,592 | $13,895,556 | dollars as filed | |
| AVIDITY BIOSCIENCES INC COM | 05370A108 | Stock | 302,911 | $13,197,832 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 217,708 | $12,080,617 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 123,674 | $11,745,320 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 924,442 | $11,537,036 | dollars as filed | |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 486,021 | $11,052,118 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 2,042,727 | $10,969,444 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 1,373,625 | $10,425,814 | dollars as filed | |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 976,511 | $9,813,936 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 55,025 | $9,629,375 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 16,720 | $9,401,154 | dollars as filed | |
| EVOLUS INC | 30052C107 | COM | 1,475,109 | $9,057,169 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 502,234 | $8,146,235 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 224,550 | $8,011,944 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 146,642 | $7,942,131 | dollars as filed | |
| ARDELYX INC | 039697107 | COM | 1,429,377 | $7,875,867 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 51,765 | $7,251,241 | dollars as filed | |
| CATALYST PHARMACEUTICALS INC | 14888U101 | COM | 350,812 | $6,910,996 | dollars as filed | |
| DYNAVAX TECHNOLOGIES CORP | 268158201 | COM NEW | 693,527 | $6,886,723 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 16,200 | $6,791,202 | dollars as filed | put |
| Intuitive Surgical,Inc. | 46120E602 | COM | 14,426 | $6,451,740 | dollars as filed | |
| 89BIO INC | 282559103 | COM | 392,441 | $5,768,883 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 52,388 | $4,964,811 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 166,391 | $4,658,948 | dollars as filed | |
| MERUS N V | N5749R100 | COM | 48,054 | $4,524,284 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 1,488,725 | $4,406,626 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 16,652 | $4,332,351 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 143,565 | $4,263,880 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 272,706 | $3,815,157 | dollars as filed | |
| MIRUM PHARMACEUTICALS INC | 604749101 | COM | 49,314 | $3,615,209 | dollars as filed | |
| ZENAS BIOPHARMA INC COM | 98937L105 | Stock | 158,742 | $3,524,072 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 164,237 | $3,504,818 | dollars as filed | |
| BIOVENTUS INC | 09075A108 | COM CL A | 433,933 | $2,903,012 | dollars as filed | |
| NEKTAR THERAPEUTICS | 640268306 | COMMON STOCK | 49,890 | $2,838,741 | dollars as filed | |
| AMARIN CORP PLC | 023111404 | SPONSORED ADR | 167,276 | $2,739,981 | dollars as filed | |
| RELAY THERAPEUTICS INC COM | 75943R102 | Stock | 479,056 | $2,500,672 | dollars as filed | |
| GOSSAMER BIO INC COM | 38341P102 | Stock | 925,233 | $2,433,363 | dollars as filed | |
| KURA ONCOLOGY INC COM | 50127T109 | Stock | 263,628 | $2,333,108 | dollars as filed | |
| Inflarx Nv | N44821101 | COM | 1,730,635 | $2,319,051 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 2,047,265 | $2,251,992 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 500,000 | $2,250,000 | dollars as filed | |
| NOVAVAX INC | 670002401 | COM NEW | 243,184 | $2,108,405 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 111,466 | $2,101,134 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367102 | COM | 2,291,313 | $1,989,776 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 219,384 | $1,847,213 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 9,470 | $1,812,179 | dollars as filed | |
| CONTINEUM THERAPEUTICS INC CL A | 21217B100 | Stock | 134,619 | $1,581,773 | dollars as filed | |
| BICYCLE THERAPEUTICS PLC-ADR | 088786108 | SPONSORED ADS | 194,440 | $1,504,966 | dollars as filed | |
| PLIANT THERAPEUTICS INC | 729139105 | COM | 824,594 | $1,220,399 | dollars as filed | |
| KORRO BIO INC | 500946108 | COMMON STOCK | 20,856 | $998,794 | dollars as filed | |
| SURROZEN INC | 86889P208 | COMMON STOCK | 76,997 | $992,106 | dollars as filed | |
| PENNANT GROUP INC | 70805E109 | COM | 37,980 | $957,856 | dollars as filed | |
| MARAVAI LIFESCIENCES HLDGS A | 56600D107 | COMMON STOCK | 290,673 | $834,232 | dollars as filed | |
| PALVELLA THERAPEUTICS INC | 697947109 | COMMON STOCK | 11,343 | $711,093 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 128,322 | $553,068 | dollars as filed | |
| ATYR PHARMA INC | 002120202 | COM NEW | 658,000 | $474,681 | dollars as filed | put |
| RETRACTABLE TECHNOLOGIES INC | 76129W105 | COM | 363,315 | $305,911 | dollars as filed | |
| REPLIMUNE GROUP INC | 76029N106 | COMMON STOCK | 59,992 | $251,366 | dollars as filed | |
| CERIBELL INC | 15678C102 | COMMON STOCK | 17,094 | $196,410 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 10,000 | $126,500 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001697013-25-000010 | this filing | 2025-11-14 | acceptance time not in the bulk data set |