Eversept Partners, Lp Top Holdings and 13F Report (2025)

About Eversept Partners, Lp

Investment Activity

Eversept Partners, Lp has $984.66 million in total holdings as of March 31, 2025.
Eversept Partners, Lp owns shares of 56 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 24.77% of the portfolio was purchased this quarter.
About 29.63% of the portfolio was sold this quarter.
This quarter, Eversept Partners, Lp has purchased 65 new stocks and bought additional shares in 23 stocks.
Eversept Partners, Lp sold shares of 21 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Natera: $126,381,087
GSK: $101,624,550
Invesco QQQ: $69,213,999
HCA Healthcare: $52,697,066
Syndax Pharmaceuticals: $51,747,737

Largest New Holdings this Quarter

64125C109 - Neurocrine Biosciences: $18,497,076 Holding
377322102 - Glaukos: $15,644,548 Holding
379577208 - Globus Medical: $14,119,768 Holding
016255101 - Align Technology: $7,828,144 Holding
60855R100 - Molina Healthcare: $7,818,072 Holding

Largest Purchases this Quarter

Syndax Pharmaceuticals: 3,868,870 shares (about $47.53M)
SPDR S&P 500 ETF Trust: 47,100 shares (about $26.35M)
Neurocrine Biosciences: 167,243 shares (about $18.50M)
Vaxcyte: 429,482 shares (about $16.22M)
Glaukos: 158,957 shares (about $15.64M)

Largest Sales this Quarter

Invesco QQQ: 95,497 shares (about $44.78M)
GSK: 1,038,522 shares (about $40.23M)
Inspire Medical Systems: 107,877 shares (about $17.18M)
Teva Pharmaceutical Industries: 831,360 shares (about $12.78M)
Revvity: 93,431 shares (about $9.88M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NTRA Natera	$126,381,087	$2,397,607 ▲	1.9%	893,721	12.8%	Medical
GSK GSK	$101,624,550	$40,232,342 ▼	-28.4%	2,623,246	10.3%	Medical
QQQ Invesco QQQ	$69,213,999	$44,780,453 ▼	-39.3%	147,603	7.0%	Finance
HCA HCA Healthcare	$52,697,066	$8,053,388 ▼	-13.3%	152,502	5.4%	Medical
SNDX Syndax Pharmaceuticals	$51,747,737	$47,529,068 ▲	1,126.6%	4,212,270	5.3%	Medical
VERA Vera Therapeutics	$45,609,272	$7,176,912 ▲	18.7%	1,898,804	4.6%	Medical
SPY SPDR S&P 500 ETF Trust	$43,017,091	$26,347,269 ▲	158.1%	76,900	4.4%	Finance
RVTY Revvity	$31,643,405	$9,885,000 ▼	-23.8%	299,087	3.2%	Medical
HQY HealthEquity	$31,104,119	$3,068,295 ▼	-9.0%	351,976	3.2%	Medical
INSP Inspire Medical Systems	$29,693,774	$17,182,649 ▼	-36.7%	186,425	3.0%	Medical
PTGX Protagonist Therapeutics	$26,458,530	$6,367,610 ▼	-19.4%	547,116	2.7%	Medical
CYH Community Health Systems	$22,836,654	$15,203,754 ▲	199.2%	8,458,020	2.3%	Medical
ZIMV ZimVie	$22,457,304	$92,880 ▲	0.4%	2,079,380	2.3%	Medical
TEVA Teva Pharmaceutical Industries	$21,683,458	$12,778,003 ▼	-37.1%	1,410,765	2.2%	Medical
PCVX Vaxcyte	$21,034,963	$16,217,240 ▲	336.6%	557,070	2.1%	Medical
BRKR Bruker	$20,836,900	$11,030,755 ▲	112.5%	499,207	2.1%	Computer and Technology
CNC Centene	$20,661,981	$9,218,571 ▲	80.6%	340,339	2.1%	Medical
VRDN Viridian Therapeutics	$18,571,046	$8,056,673 ▲	76.6%	1,377,674	1.9%	Medical
NBIX Neurocrine Biosciences	$18,497,076	$18,497,076 ▲	New Holding	167,243	1.9%	Medical
UTHR United Therapeutics	$17,722,134	$4,249,810 ▲	31.5%	57,489	1.8%	Medical
TECH Bio-Techne	$16,423,260	$1,125,286 ▼	-6.4%	280,117	1.7%	Medical
BCRX BioCryst Pharmaceuticals	$16,293,270	$1,440,930 ▲	9.7%	2,172,436	1.7%	Medical
GKOS Glaukos	$15,644,548	$15,644,548 ▲	New Holding	158,957	1.6%	Medical
IONS Ionis Pharmaceuticals	$15,598,524	$9,113,422 ▲	140.5%	517,021	1.6%	Medical
TVTX Travere Therapeutics	$14,627,272	$5,841,167 ▲	66.5%	816,254	1.5%	Medical
GMED Globus Medical	$14,119,768	$14,119,768 ▲	New Holding	192,893	1.4%	Medical
CLDX Celldex Therapeutics	$12,641,457	$423,567 ▼	-3.2%	696,499	1.3%	Medical
ALGN Align Technology	$7,828,144	$7,828,144 ▲	New Holding	49,277	0.8%	Medical
TFX Teleflex	$7,825,700	$705,598 ▼	-8.3%	56,630	0.8%	Medical
MOH Molina Healthcare	$7,818,072	$7,818,072 ▲	New Holding	23,735	0.8%	Medical
HUM Humana	$7,400,862	$1,399,205 ▲	23.3%	27,970	0.8%	Medical
ELV Elevance Health	$6,828,002	$5,863,261 ▼	-46.2%	15,698	0.7%	Medical
NAMS NewAmsterdam Pharma	$5,751,067	$114,407 ▲	2.0%	280,951	0.6%	Medical
GOSS Gossamer Bio	$4,286,525	$1,189,779 ▼	-21.7%	3,896,841	0.4%	Medical
ZENAS BIOPHARMA INC	$3,520,145	$2,160,531 ▲	158.9%	445,588	0.4%	COM
MNKD MannKind	$3,509,481	$1,072,974 ▼	-23.4%	697,710	0.4%	Medical
MRUS Merus	$2,960,148	$87,168 ▲	3.0%	70,329	0.3%	Medical
RGEN Repligen	$2,347,832	$4,531,524 ▼	-65.9%	18,452	0.2%	Medical
NVAX Novavax	$2,343,002	$2,343,002 ▲	New Holding	365,523	0.2%	Medical
LQDA Liquidia	$2,219,580	$6,207,169 ▼	-73.7%	150,480	0.2%	Medical
FTRE Fortrea	$2,214,226	$818,858 ▼	-27.0%	293,275	0.2%	Medical
ETNB 89bio	$2,208,124	$2,208,124 ▲	New Holding	303,731	0.2%	Medical
MRVI Maravai LifeSciences	$2,082,823	$2,082,823 ▲	New Holding	942,454	0.2%	Medical
AVTR Avantor	$1,990,961	$738,301 ▼	-27.1%	122,823	0.2%	Medical
ICLR ICON Public	$1,896,892	$1,472,016 ▼	-43.7%	10,840	0.2%	Medical
IFRX InflaRx	$1,709,498	$1,207,197 ▲	240.3%	1,675,978	0.2%	Medical
AMRN Amarin	$1,523,183	$843,598 ▲	124.1%	3,399,204	0.2%	Medical
STRO Sutro Biopharma	$1,491,345	$1,039,563 ▲	230.1%	2,292,261	0.2%	Medical
ITOS iTeos Therapeutics	$1,314,570		0.0%	220,196	0.1%	Medical
KARYOPHARM THERAPEUTICS INC	$961,756	$961,756 ▲	New Holding	257,154	0.1%	COM NEW
XOMA XOMA	$897,189	$1,004,472 ▼	-52.8%	45,017	0.1%	Medical
PBYI Puma Biotechnology	$816,332	$2,132,128 ▼	-72.3%	275,788	0.1%	Medical
ALEC Alector	$759,424	$513,307 ▲	208.6%	617,418	0.1%	Medical
EHTH eHealth	$595,990	$595,990 ▲	New Holding	89,220	0.1%	Finance
AUTL Autolus Therapeutics	$533,118	$379,831 ▲	247.8%	343,947	0.1%	Medical
ACIU AC Immune	$188,406	$188,406 ▲	New Holding	100,752	0.0%	Medical
VTRS Viatris	$0	$15,837,670 ▼	-100.0%	0	0.0%	Medical
TLT iShares 20+ Year Treasury Bond ETF	$0	$15,667,002 ▼	-100.0%	0	0.0%	ETF
EW Edwards Lifesciences	$0	$12,635,292 ▼	-100.0%	0	0.0%	Medical
DXCM DexCom	$0	$11,563,466 ▼	-100.0%	0	0.0%	Medical
GH Guardant Health	$0	$8,432,900 ▼	-100.0%	0	0.0%	Medical
AZN AstraZeneca	$0	$6,726,349 ▼	-100.0%	0	0.0%	Medical
MEDP Medpace	$0	$6,328,649 ▼	-100.0%	0	0.0%	Medical
XENE Xenon Pharmaceuticals	$0	$6,097,168 ▼	-100.0%	0	0.0%	Medical
HSIC Henry Schein	$0	$5,556,968 ▼	-100.0%	0	0.0%	Medical
DHR Danaher	$0	$5,098,076 ▼	-100.0%	0	0.0%	Medical
PDCO Patterson Companies	$0	$4,507,134 ▼	-100.0%	0	0.0%	Medical
EOLS Evolus	$0	$4,228,817 ▼	-100.0%	0	0.0%	Medical
SUPN Supernus Pharmaceuticals	$0	$3,817,809 ▼	-100.0%	0	0.0%	Medical
TSVT 2seventy bio	$0	$2,950,813 ▼	-100.0%	0	0.0%	Medical
MREO Mereo BioPharma Group	$0	$2,722,615 ▼	-100.0%	0	0.0%	Medical
ZLAB Zai Lab	$0	$2,695,737 ▼	-100.0%	0	0.0%	Medical
ARQT Arcutis Biotherapeutics	$0	$2,662,831 ▼	-100.0%	0	0.0%	Medical
XRAY DENTSPLY SIRONA	$0	$2,650,671 ▼	-100.0%	0	0.0%	Medical
KPTI Karyopharm Therapeutics	$0	$1,412,626 ▼	-100.0%	0	0.0%	Medical
ABSI Absci	$0	$522,596 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Eversept Partners, Lp Top Holdings and 13F Report (2025)

About Eversept Partners, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Eversept Partners, Lp Top Holdings and 13F Report (2025)

About Eversept Partners, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEversept Partners, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools