Eversept Partners, LP 13F Holdings · Q2 2026
Eversept Partners, LP reported 115 securities worth $1.93B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: UTHR (8.09%), ABVX (6.32%), EHC (5.38%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UTHR | UNITED THERAPEUTICS CORP DEL | $155.9M | 8.09% | 287,668 | Added |
| 2 | ABVX | ABIVAX SA | $121.8M | 6.32% | 913,880 | Trimmed |
| 3 | EHC | ENCOMPASS HEALTH CORP | $103.8M | 5.38% | 1.0M | Added |
| 4 | ENSG | ENSIGN GROUP INC | $96.5M | 5.01% | 602,079 | Added |
| 5 | VERA | VERA THERAPEUTICS INC | $94.9M | 4.93% | 2.2M | Added |
| 6 | QQQ | INVESCO QQQ TR | $72.6M | 3.77% | 98,600 | Trimmed |
| 7 | CLDX | CELLDEX THERAPEUTICS INC NEW | $66.5M | 3.45% | 1.8M | Trimmed |
| 8 | SNDX | SYNDAX PHARMACEUTICALS INC | $61.2M | 3.17% | 2.8M | Trimmed |
| 9 | BKD | BROOKDALE SR LIVING INC | $54.6M | 2.84% | 3.4M | Trimmed |
| 10 | IONS | IONIS PHARMACEUTICALS INC | $52.7M | 2.73% | 664,684 | Added |
| 11 | NTRA | NATERA INC | $47.7M | 2.48% | 175,807 | Trimmed |
| 12 | TVTX | TRAVERE THERAPEUTICS INC | $45.4M | 2.35% | 798,973 | Added |
| 13 | CTRE | CARETRUST REIT INC | $43.3M | 2.24% | 1.1M | New |
| 14 | HCA | HCA HEALTHCARE INC | $38.3M | 1.99% | 98,252 | Added |
| 15 | PCVX | VAXCYTE INC | $36.6M | 1.90% | 629,952 | Trimmed |
| 16 | LQDA | LIQUIDIA CORPORATION | $34.2M | 1.77% | 428,652 | Trimmed |
| 17 | CYH | COMMUNITY HEALTH SYS INC NEW | $26.3M | 1.36% | 7.9M | Trimmed |
| 18 | INSM | INSMED INC | $26.2M | 1.36% | 245,809 | Added |
| 19 | GSK | GSK PLC | $25.3M | 1.31% | 481,833 | Trimmed |
| 20 | CHE | CHEMED CORP NEW | $24.5M | 1.27% | 52,523 | Added |
| 21 | LLY | ELI LILLY & CO | $24.1M | 1.25% | 20,116 | Added |
| 22 | GERN | GERON CORP | $24.0M | 1.24% | 18.7M | Trimmed |
| 23 | VKTX | VIKING THERAPEUTICS INC | $23.5M | 1.22% | 602,922 | Added |
| 24 | OHI | OMEGA HEALTHCARE INVS INC | $23.1M | 1.20% | 483,547 | Trimmed |
| 25 | PODD | INSULET CORP | $22.7M | 1.18% | 148,816 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR