Eversept Partners, Lp Top Holdings and 13F Report (2025) About Eversept Partners, LpInvestment ActivityEversept Partners, Lp has $1.09 billion in total holdings as of June 30, 2025.Eversept Partners, Lp owns shares of 68 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 26.65% of the portfolio was purchased this quarter.About 20.02% of the portfolio was sold this quarter.This quarter, Eversept Partners, Lp has purchased 56 new stocks and bought additional shares in 23 stocks.Eversept Partners, Lp sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings Natera $134,539,592Invesco QQQ $94,992,408GSK $86,107,699Vera Therapeutics $56,144,776Revvity $49,359,118 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $18,947,810 Holding452327109 - Illumina $18,946,899 Holding46266C105 - IQVIA $15,381,414 Holding268158201 - Dynavax Technologies $11,876,115 Holding604749101 - Mirum Pharmaceuticals $11,815,386 Holding Largest Purchases this Quarter Vaxcyte 741,444 shares (about $24.10M)Revvity 211,243 shares (about $20.43M)UnitedHealth Group 60,736 shares (about $18.95M)Illumina 198,584 shares (about $18.95M)Avantor 1,403,341 shares (about $18.89M) Largest Sales this Quarter HealthEquity 196,108 shares (about $20.54M)HCA Healthcare 52,519 shares (about $20.12M)Natera 97,346 shares (about $16.45M)Protagonist Therapeutics 269,800 shares (about $14.91M)GSK 380,858 shares (about $14.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEversept Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTRANatera$134,539,592$16,445,633 ▼-10.9%796,37512.4%MedicalQQQInvesco QQQ$94,992,408$13,568,689 ▲16.7%172,2008.7%FinanceGSKGSK$86,107,699$14,624,947 ▼-14.5%2,242,3887.9%MedicalVERAVera Therapeutics$56,144,776$11,408,954 ▲25.5%2,383,0555.2%MedicalRVTYRevvity$49,359,118$20,431,423 ▲70.6%510,3304.5%MedicalPCVXVaxcyte$42,214,690$24,104,344 ▲133.1%1,298,5143.9%MedicalHCAHCA Healthcare$38,303,487$20,120,029 ▼-34.4%99,9833.5%MedicalSNDXSyndax Pharmaceuticals$38,072,050$1,375,859 ▼-3.5%4,065,3553.5%MedicalBRKRBruker$34,578,501$14,011,172 ▲68.1%839,2843.2%Computer and TechnologyVRDNViridian Therapeutics$26,597,495$7,337,613 ▲38.1%1,902,5392.4%MedicalIONSIonis Pharmaceuticals$23,267,439$2,839,939 ▲13.9%588,9002.1%MedicalCNCCentene$21,642,847$3,169,246 ▲17.2%398,7262.0%MedicalINSPInspire Medical Systems$21,343,661$2,848,711 ▼-11.8%164,4732.0%MedicalCYHCommunity Health Systems$20,890,906$7,866,363 ▼-27.4%6,144,3841.9%MedicalAVTRAvantor$20,542,167$18,888,969 ▲1,142.6%1,526,1641.9%MedicalTECHBio-Techne$20,278,452$5,866,432 ▲40.7%394,1391.9%MedicalTVTXTravere Therapeutics$19,462,488$7,381,929 ▲61.1%1,315,0331.8%MedicalZIMVZimVie$19,442,2030.0%2,079,3801.8%MedicalUNHUnitedHealth Group$18,947,810$18,947,810 ▲New Holding60,7361.7%MedicalILMNIllumina$18,946,899$18,946,899 ▲New Holding198,5841.7%MedicalTEVATeva Pharmaceutical Industries$17,646,286$5,998,136 ▼-25.4%1,052,8811.6%MedicalCLDXCelldex Therapeutics$17,068,278$2,894,523 ▲20.4%838,7361.6%MedicalUTHRUnited Therapeutics$17,058,820$539,356 ▲3.3%59,3661.6%MedicalHQYHealthEquity$16,328,732$20,544,274 ▼-55.7%155,8681.5%MedicalIQVIQVIA$15,381,414$15,381,414 ▲New Holding97,6041.4%MedicalPTGXProtagonist Therapeutics$15,327,255$14,911,846 ▼-49.3%277,3161.4%MedicalDVAXDynavax Technologies$11,876,115$11,876,115 ▲New Holding1,197,1891.1%MedicalMIRMMirum Pharmaceuticals$11,815,386$11,815,386 ▲New Holding232,1751.1%MedicalBCRXBioCryst Pharmaceuticals$10,820,436$8,644,590 ▼-44.4%1,207,6381.0%MedicalEOLSEvolus$10,778,564$10,778,564 ▲New Holding1,170,3111.0%MedicalHUMHumana$10,664,218$3,826,112 ▲56.0%43,6201.0%MedicalGERNGeron$10,321,445$10,321,445 ▲New Holding7,320,1740.9%MedicalGMEDGlobus Medical$10,012,330$1,372,215 ▼-12.1%169,6430.9%MedicalICLRIcon$9,394,179$7,817,501 ▲495.8%64,5870.9%MedicalNAMSNewAmsterdam Pharma$7,505,327$2,417,305 ▲47.5%414,4300.7%MedicalELVElevance Health$7,375,460$1,269,566 ▲20.8%18,9620.7%MedicalREGNRegeneron Pharmaceuticals$6,958,350$6,958,350 ▲New Holding13,2540.6%MedicalMRUSMerus$6,886,602$3,187,297 ▲86.2%130,9240.6%MedicalMOHMolina Healthcare$6,136,740$933,917 ▼-13.2%20,6000.6%MedicalTMOThermo Fisher Scientific$5,548,720$5,548,720 ▲New Holding13,6850.5%MedicalEWTXEdgewise Therapeutics$5,148,808$5,148,808 ▲New Holding392,7390.5%MedicalDHRDanaher$4,632,115$4,632,115 ▲New Holding23,4490.4%MedicalLQDALiquidia Technologies$4,470,997$2,596,016 ▲138.5%358,8280.4%MedicalGKOSGlaukos$3,253,222$13,165,447 ▼-80.2%31,4960.3%MedicalZENAS BIOPHARMA INC$3,153,892$1,163,856 ▼-27.0%325,4790.3%COMNEKTAR THERAPEUTICS$2,971,600$2,971,600 ▲New Holding115,0000.3%COM NEWALECAlector$2,780,501$1,916,116 ▲221.7%1,986,0720.3%MedicalAMARIN CORP PLC$2,713,217$2,713,217 ▲New Holding167,2760.2%SPONSORED ADRMNKDMannKind$2,609,4350.0%697,7100.2%MedicalETNB89BIO$2,317,422$665,217 ▼-22.3%235,9900.2%MedicalRGENRepligen$2,315,956$20,896 ▲0.9%18,6200.2%MedicalGOSSGossamer Bio$2,085,787$2,707,327 ▼-56.5%1,695,7620.2%MedicalGPCRStructure Therapeutics$2,060,270$2,060,270 ▲New Holding99,3380.2%MedicalRLAYRelay Therapeutics$1,845,595$1,845,595 ▲New Holding533,4090.2%MedicalSTROSutro Biopharma$1,636,4450.0%2,292,2610.2%MedicalMRVIMaravai LifeSciences$1,544,022$727,292 ▼-32.0%640,6730.1%MedicalBCYCBicycle Therapeutics$1,469,710$1,469,710 ▲New Holding211,4690.1%MedicalAUTLAutolus Therapeutics$1,391,327$607,128 ▲77.4%610,2310.1%MedicalIFRXInflaRx$1,295,940$28,083 ▼-2.1%1,640,4300.1%MedicalPNTGThe Pennant Group$1,133,703$1,133,703 ▲New Holding37,9800.1%MedicalKARYOPHARM THERAPEUTICS INC$1,108,3340.0%257,1540.1%COM NEWITOSiTeos Therapeutics$1,089,960$1,105,394 ▼-50.4%109,3240.1%MedicalFTREFortrea$1,083,757$365,022 ▼-25.2%219,3840.1%MedicalPBYIPuma Biotechnology$825,560$120,393 ▼-12.7%240,6880.1%MedicalARCTArcturus Therapeutics$629,216$629,216 ▲New Holding48,3640.1%MedicalEHTHeHealth$558,201$170,094 ▲43.8%128,3220.1%FinanceMODVModivCare$312,000$312,000 ▲New Holding100,0000.0%MedicalACIUAC Immune$204,5270.0%100,7520.0%MedicalSPYSPDR S&P 500 ETF Trust$0$43,017,091 ▼-100.0%00.0%FinanceNBIXNeurocrine Biosciences$0$18,497,076 ▼-100.0%00.0%MedicalALGNAlign Technology$0$7,828,144 ▼-100.0%00.0%MedicalTFXTeleflex$0$7,825,700 ▼-100.0%00.0%MedicalNVAXNovavax$0$2,343,002 ▼-100.0%00.0%MedicalAMRNAmarin$0$1,523,183 ▼-100.0%00.0%MedicalXOMAXOMA Royalty$0$897,189 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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