13F-HR filed by Eversept Partners, LP
Eversept Partners, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 107 holding rows worth $1,984,433,041.
- Accession
- 0001697013-26-000002
- Filer
- CIK 1697013
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 107 entries on the cover page, a total value of $1,984,433,041 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,984,433,041 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 |
|---|---|---|---|---|---|---|
| VERA THERAPEUTICS INC | 92337R101 | COMMON STOCK | 3,072,304 | $155,581,475 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 225,000 | $138,219,750 | dollars as filed | put |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 2,679,721 | $131,413,518 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 252,592 | $123,075,452 | dollars as filed | |
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 657,834 | $88,712,204 | dollars as filed | |
| NATERA INC COM | 632307104 | Stock | 334,493 | $76,629,001 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 3,314,408 | $69,635,712 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 1,782,235 | $55,463,153 | dollars as filed | |
| VAXCYTE INC COM | 92243G108 | Stock | 1,197,722 | $55,262,893 | dollars as filed | |
| TRAVERE THERAPEUTICS INC | 89422G107 | COM | 1,174,968 | $44,895,527 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 95,874 | $44,759,736 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 186,262 | $42,639,097 | dollars as filed | |
| IONIS PHARMACEUTICALS INC COM | 462222100 | Stock | 538,218 | $42,578,426 | dollars as filed | |
| CELLDEX THERAPEUTICS INC NEW | 15117B202 | COM NEW | 1,434,725 | $38,967,131 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 783,789 | $36,924,300 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 3,176,644 | $36,404,340 | dollars as filed | |
| SPY | 78462F103 | SHS | 44,900 | $30,618,208 | dollars as filed | put |
| COMMUNITY HEALTH SYSTEMS INC | 203668108 | COMMON STOCK | 7,943,802 | $24,784,662 | dollars as filed | |
| EXACT SCIENCES CORP COM | 30063P105 | Stock | 241,678 | $24,544,818 | dollars as filed | |
| BIOCRYST PHARMACEUTICALS INC COM | 09058V103 | Stock | 2,992,895 | $23,344,581 | dollars as filed | |
| GERON CORP | 374163103 | COM | 17,659,983 | $23,311,178 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 377,405 | $22,195,188 | dollars as filed | |
| CIDARA THERAPEUTICS INC | 171757206 | COM NEW | 98,721 | $21,806,482 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 74,708 | $21,235,002 | dollars as filed | |
| BETA BIONICS INC | 08659B102 | COMMON STOCK | 678,262 | $20,666,643 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 660,177 | $20,604,124 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 60,862 | $20,091,155 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 230,000 | $20,046,800 | dollars as filed | put |
| LIQUIDIA CORPORATION COM NEW | 53635D202 | Stock | 509,443 | $17,570,689 | dollars as filed | |
| ICON PUB LTD CO SHS | G4705A100 | Stock | 95,832 | $17,462,507 | dollars as filed | |
| HEALTHEQUITY INC COM | 42226A107 | Stock | 185,739 | $17,015,550 | dollars as filed | |
| GLAUKOS CORP COM | 377322102 | Stock | 147,471 | $16,650,951 | dollars as filed | |
| REVVITY INC | 714046109 | COM | 162,777 | $15,748,675 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 420,827 | $14,762,611 | dollars as filed | |
| ESPERION THERAPEUTICS INC NEW COM | 29664W105 | Stock | 3,851,133 | $14,249,192 | dollars as filed | |
| BIOGEN INC COM | 09062X103 | Stock | 77,944 | $13,717,365 | dollars as filed | |
| SELECT MED HLDGS CORP | 81619Q105 | COM | 906,100 | $13,455,585 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 324,092 | $13,336,386 | dollars as filed | |
| CG ONCOLOGY INC | 156944100 | COMMON STOCK | 308,466 | $12,807,508 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 235,293 | $12,691,704 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 5,391,548 | $12,670,138 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 434,634 | $12,621,771 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 439,177 | $12,187,162 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 99,400 | $12,119,842 | dollars as filed | put |
| Eli Lilly and Company | 532457108 | COM | 10,623 | $11,416,326 | dollars as filed | |
| ENCOMPASS HEALTH CORP COM | 29261A100 | Stock | 106,926 | $11,349,126 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 2,507,090 | $10,680,203 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 30,195 | $10,584,857 | dollars as filed | |
| MANNKIND CORP COM NEW | 56400P706 | Stock | 1,852,563 | $10,504,032 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 231,380 | $10,370,452 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 48,241 | $10,286,911 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 18,062 | $10,229,594 | dollars as filed | |
| ILLUMINA INC | 452327109 | COM | 76,721 | $10,062,726 | dollars as filed | |
| ARDELYX INC | 039697107 | COM | 1,715,129 | $9,999,202 | dollars as filed | |
| DYNAVAX TECHNOLOGIES CORP | 268158201 | COM NEW | 605,976 | $9,319,911 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 127,561 | $8,871,868 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 337,340 | $8,371,092 | dollars as filed | |
| CATALYST PHARMACEUTICALS INC | 14888U101 | COM | 358,168 | $8,359,641 | dollars as filed | |
| HUMANA INC COM | 444859102 | Stock | 32,462 | $8,314,492 | dollars as filed | |
| PENNANT GROUP INC | 70805E109 | COM | 293,960 | $8,274,974 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 267,823 | $7,898,100 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 45,470 | $7,890,864 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 10,097 | $7,793,571 | dollars as filed | |
| TYRA BIOSCIENCES INC | 90240B106 | COMMON STOCK | 278,564 | $7,323,448 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 317,182 | $7,295,186 | dollars as filed | |
| ANAPTYSBIO INC | 032724106 | COM | 120,927 | $5,862,541 | dollars as filed | |
| BIOMARIN PHARMACEUTICAL INC | 09061G101 | COM | 93,748 | $5,571,444 | dollars as filed | |
| ASSEMBLY BIOSCIENCES INC | 045396207 | COMMON STOCK | 159,676 | $5,430,581 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 2,140,130 | $5,286,121 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 63,696 | $5,054,915 | dollars as filed | |
| ACADIA PHARMACEUTICALS INC | 004225108 | COM | 176,594 | $4,716,826 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 52,961 | $4,625,614 | dollars as filed | |
| ZENAS BIOPHARMA INC COM | 98937L105 | Stock | 121,016 | $4,394,091 | dollars as filed | |
| RELAY THERAPEUTICS INC COM | 75943R102 | Stock | 489,137 | $4,138,099 | dollars as filed | |
| ENGENE HOLDINGS INC | 29286M105 | COM | 455,835 | $4,116,190 | dollars as filed | |
| BROOKDALE SR LIVING INC | 112463104 | COM | 374,929 | $4,045,484 | dollars as filed | |
| NATIONAL HEALTHCARE CORP COM | 635906100 | Stock | 28,577 | $3,917,621 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 224,139 | $3,866,398 | dollars as filed | |
| BIOVENTUS INC | 09075A108 | COM CL A | 471,257 | $3,506,152 | dollars as filed | |
| ARS PHARMACEUTICALS INC | 82835W108 | COM | 251,593 | $2,931,058 | dollars as filed | |
| ANTERIS TECHNOLOGIES GLOBAL | 03675P102 | COMMON STOCK | 500,000 | $2,495,000 | dollars as filed | |
| AMARIN CORP PLC | 023111404 | SPONSORED ADR | 172,188 | $2,402,884 | dollars as filed | |
| MARAVAI LIFESCIENCES HLDGS A | 56600D107 | COMMON STOCK | 718,582 | $2,335,392 | dollars as filed | |
| EVOLUS INC | 30052C107 | COM | 344,104 | $2,288,292 | dollars as filed | |
| SUTRO BIOPHARMA INC | 869367201 | COMMON STOCK | 193,571 | $2,239,616 | dollars as filed | |
| SURROZEN INC | 86889P208 | COMMON STOCK | 95,286 | $2,153,464 | dollars as filed | |
| ENHABIT INC | 29332G102 | COM | 218,510 | $2,014,662 | dollars as filed | |
| RAPPORT THERAPEUTICS INC COM | 75383L102 | Stock | 59,233 | $1,797,129 | dollars as filed | |
| Inflarx Nv | N44821101 | COM | 1,757,312 | $1,774,885 | dollars as filed | |
| BIOHAVEN LTD | G1110E107 | COM | 145,431 | $1,641,916 | dollars as filed | |
| CONTINEUM THERAPEUTICS INC CL A | 21217B100 | Stock | 137,493 | $1,571,545 | dollars as filed | |
| ALECTOR INC | 014442107 | COMMON STOCK | 1,006,163 | $1,569,614 | dollars as filed | |
| NOVOCURE LTD | G6674U108 | ORD SHS | 120,978 | $1,564,246 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 62,820 | $1,503,283 | dollars as filed | |
| PASSAGE BIO INC | 702712209 | COM NEW | 126,230 | $1,489,514 | dollars as filed | |
| BICYCLE THERAPEUTICS PLC-ADR | 088786108 | SPONSORED ADS | 178,915 | $1,266,718 | dollars as filed | |
| NOVAVAX INC | 670002401 | COM NEW | 181,220 | $1,217,798 | dollars as filed | |
| PLIANT THERAPEUTICS INC | 729139105 | COM | 842,023 | $1,027,268 | dollars as filed | |
| SAVARA INC | 805111101 | COM | 170,195 | $1,026,276 | dollars as filed | |
| EHEALTH INC | 28238P109 | COM | 222,570 | $1,023,822 | dollars as filed | |
| INMODE LTD SHS | M5425M103 | Stock | 61,938 | $909,869 | dollars as filed | |
| WHITEHAWK THERAPEUTICS INC | 00032Q104 | CMN | 260,259 | $629,827 | dollars as filed | |
| EDITAS MEDICINE INC | 28106W103 | COM | 290,919 | $596,384 | dollars as filed | |
| SELECTQUOTE INC | 816307300 | COM | 357,661 | $504,302 | dollars as filed | |
| RETRACTABLE TECHNOLOGIES INC | 76129W105 | COM | 580,919 | $448,528 | dollars as filed | |
| SS INNOVATIONS INTERNATIONAL I COM NEW | 05453U203 | COM NEW | 75,358 | $428,033 | dollars as filed | |
| CERIBELL INC | 15678C102 | COMMON STOCK | 17,094 | $374,871 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001697013-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |