Eversept Partners, Lp Top Holdings and 13F Report (2026) About Eversept Partners, LpInvestment ActivityEversept Partners, Lp has $1.93 billion in total holdings as of June 30, 2026.Eversept Partners, Lp owns shares of 119 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 28.43% of the portfolio was purchased this quarter.About 37.34% of the portfolio was sold this quarter.This quarter, Eversept Partners, Lp has purchased 117 new stocks and bought additional shares in 41 stocks.Eversept Partners, Lp sold shares of 42 stocks and completely divested from 28 stocks this quarter.Largest Holdings United Therapeutics $155,867,152ABIVAX SA $121,783,649Encompass Health $103,800,973The Ensign Group $96,513,264Vera Therapeutics $94,949,961 Largest New Holdings this Quarter 14174T107 - CARETRUST REIT INC $43,255,805 Holding19240Q201 - Cogent Biosciences $18,972,094 Holding001744101 - AMN Healthcare Services $13,871,548 Holding15102K100 - Celcuity $13,384,141 Holding444859102 - Humana $12,381,745 Holding Largest Purchases this Quarter The Ensign Group 587,318 shares (about $94.15M)Encompass Health 832,815 shares (about $84.18M)CARETRUST REIT INC 1,072,015 shares (about $43.26M)Cogent Biosciences 490,235 shares (about $18.97M)Insmed 151,809 shares (about $16.19M) Largest Sales this Quarter Invesco QQQ 140,100 shares (about $103.17M)GSK 1,303,342 shares (about $68.32M)Natera 208,906 shares (about $56.71M)QIAGEN NV 953,530 shares (about $37.28M)Welltower 93,641 shares (about $21.25M) 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 PortfolioSectorUTHRUnited Therapeutics$155,867,152$12,677,196 â–²8.9%287,6688.1%HealthcareABIVAX SA$121,783,649$2,737,560 â–¼-2.2%913,8806.3%SPONSORED ADSEHCEncompass Health$103,800,973$84,180,941 â–²429.1%1,026,9195.4%HealthcareENSGThe Ensign Group$96,513,264$94,147,076 â–²3,978.8%602,0795.0%HealthcareVERAVera Therapeutics$94,949,961$1,694,258 â–²1.8%2,212,7704.9%HealthcareQQQInvesco QQQ$72,609,040$103,169,640 â–¼-58.7%98,6003.8%ETFCLDXCelldex Therapeutics$66,454,865$77,211 â–¼-0.1%1,785,9413.4%HealthcareSNDXSyndax Pharmaceuticals$61,168,871$1,910,826 â–¼-3.0%2,798,2103.2%HealthcareBKDBrookdale Senior Living$54,649,202$2,768,848 â–¼-4.8%3,396,4702.8%HealthcareIONSIonis Pharmaceuticals$52,702,794$2,583,585 â–²5.2%664,6842.7%HealthcareNTRANatera$47,722,810$56,707,534 â–¼-54.3%175,8072.5%HealthcareTVTXTravere Therapeutics$45,389,656$14,563,982 â–²47.2%798,9732.4%HealthcareCARETRUST REIT INC$43,255,805$43,255,805 â–²New Holding1,072,0152.2%COMHCAHCA Healthcare$38,307,472$7,416,877 â–²24.0%98,2522.0%HealthcarePCVXVaxcyte$36,619,110$17,104,229 â–¼-31.8%629,9521.9%HealthcareLQDALiquidia$34,176,424$19,832,040 â–¼-36.7%428,6521.8%HealthcareCYHCommunity Health Systems$26,267,680$2,714,438 â–¼-9.4%7,864,5751.4%HealthcareINSMInsmed$26,208,156$16,185,876 â–²161.5%245,8091.4%HealthcareGSKGSK$25,257,686$68,321,188 â–¼-73.0%481,8331.3%HealthcareCHEChemed$24,462,062$9,997,575 â–²69.1%52,5231.3%HealthcareLLYEli Lilly and Company$24,127,734$1,338,564 â–²5.9%20,1161.3%HealthcareGERNGeron$23,958,300$150,350 â–¼-0.6%18,717,4221.2%HealthcareVKTXViking Therapeutics$23,519,987$14,192,306 â–²152.2%602,9221.2%HealthcareOHIOmega Healthcare Investors$23,055,521$4,869,701 â–¼-17.4%483,5471.2%Real EstatePODDInsulet$22,657,236$802,358 â–²3.7%148,8161.2%HealthcareTHCTenet Healthcare$21,364,349$15,843,244 â–²287.0%114,1991.1%HealthcareUNHUnitedHealth Group$21,257,396$4,632,196 â–²27.9%51,1451.1%HealthcareWELLWelltower$19,817,205$21,253,698 â–¼-51.7%87,3121.0%Real EstateBETA BIONICS INC$19,578,740$2,591,771 â–¼-11.7%1,249,4411.0%COMCOGTCogent Biosciences$18,972,094$18,972,094 â–²New Holding490,2351.0%HealthcareBCRXBioCryst Pharmaceuticals$18,656,530$11,741,670 â–¼-38.6%1,865,6531.0%HealthcareMOHMolina Healthcare$18,431,848$10,927,972 â–²145.6%80,5941.0%HealthcarePNTGThe Pennant Group$17,007,050$5,472,073 â–²47.4%460,2720.9%HealthcareLTCLTC Properties$16,173,608$3,829,389 â–²31.0%420,6400.8%Real EstateVRDNViridian Therapeutics$15,268,079$2,165,327 â–²16.5%831,1420.8%HealthcareBMRNBioMarin Pharmaceutical$14,282,513$2,394,028 â–²20.1%249,6070.7%HealthcareAMNAMN Healthcare Services$13,871,548$13,871,548 â–²New Holding428,5310.7%HealthcareCELCCelcuity$13,384,141$13,384,141 â–²New Holding127,9310.7%HealthcarePHVSPharvaris$13,361,124$711,553 â–¼-5.1%386,3830.7%HealthcareCTMXCytomX Therapeutics$13,344,364$1,387,436 â–²11.6%3,558,4970.7%HealthcareHUMHumana$12,381,745$12,381,745 â–²New Holding31,1710.6%HealthcareXENEXenon Pharmaceuticals$11,862,672$4,041,585 â–²51.7%196,5320.6%HealthcareCRVSCorvus Pharmaceuticals$11,175,030$11,175,030 â–²New Holding747,9940.6%HealthcareASCENDIS PHARMA A/S$11,101,153$11,101,153 â–²New Holding41,6210.6%ORD SHSBRKRBruker$11,006,561$3,964,719 â–²56.3%182,8940.6%HealthcareMRNAModerna$10,653,104$531,248 â–¼-4.7%152,1220.6%HealthcareGPCRStructure Therapeutics$10,535,528$3,127,136 â–²42.2%196,3020.5%HealthcareDEFINIUM THERAPEUTICS INC$10,216,382$2,655,972 â–²35.1%217,1850.5%COM SHSCMPSCompass Pathways$9,520,474$72,151 â–¼-0.8%672,8250.5%HealthcareNAMSNewAmsterdam Pharma$9,335,712$348,830 â–¼-3.6%275,4710.5%HealthcareRVTYRevvity$9,304,006$136,850 â–¼-1.4%83,6240.5%HealthcarePALISADE BIO INC$8,742,021$1,681,852 â–¼-16.1%4,182,7850.5%COMARDXArdelyx$8,559,560$2,810,615 â–¼-24.7%1,678,3450.4%HealthcareMLYSMineralys Therapeutics$8,355,409$8,355,409 â–²New Holding309,6890.4%HealthcareRLAYRelay Therapeutics$8,126,015$3,061,124 â–²60.4%434,3140.4%HealthcareNVONovo Nordisk A/S$8,112,742$8,112,742 â–²New Holding169,2270.4%HealthcareBHVNBiohaven$7,675,164$7,675,164 â–²New Holding515,8040.4%HealthcarePTGXProtagonist Therapeutics$7,171,420$7,171,420 â–²New Holding58,5040.4%HealthcareELVNEnliven Therapeutics$6,934,023$6,934,023 â–²New Holding136,6310.4%HealthcareREPLReplimune Group$6,534,090$2,251,538 â–²52.6%590,2520.3%HealthcareLB PHARMACEUTICALS INC$5,960,783$2,708,857 â–²83.3%183,6630.3%COM SHSBEAMBeam Therapeutics$5,707,038$5,707,038 â–²New Holding166,2890.3%HealthcareNHINational Health Investors$5,389,523$5,389,523 â–²New Holding70,6730.3%Real EstateRAREUltragenyx Pharmaceutical$5,146,401$3,057,022 â–²146.3%154,1300.3%HealthcarePACS GROUP INC$5,007,684$5,007,684 â–²New Holding117,4410.3%COM SHSXBISPDR S&P Biotech ETF$4,905,750$158,250 â–²3.3%31,0000.3%ETFEQEquillium$4,866,637$69,859 â–²1.5%1,520,8240.3%HealthcareANABAnaptysBio$4,723,852$2,895,345 â–²158.3%69,9830.2%HealthcareNHCNational HealthCare$4,674,438$4,674,438 â–²New Holding22,1160.2%HealthcareEYPTEyepoint Pharmaceuticals$4,257,610$4,257,610 â–²New Holding297,7350.2%HealthcareSONIDA SENIOR LIVING INC$4,187,059$3,026,829 â–²260.9%102,6240.2%COMGKOSGlaukos$4,100,978$4,314,531 â–¼-51.3%29,3430.2%HealthcareAGILON HEALTH INC$4,050,547$14,876,157 â–¼-78.6%37,7920.2%COM NEWARQTArcutis Biotherapeutics$3,549,008$11,568,919 â–¼-76.5%135,3550.2%HealthcareTARSTarsus Pharmaceuticals$3,506,387$3,506,387 â–²New Holding55,7100.2%HealthcareALTO NEUROSCIENCE INC$3,385,468$82,284 â–²2.5%128,2860.2%COM SHSSPRYARS Pharmaceuticals$3,019,826$1,928,584 â–²176.7%377,0070.2%HealthcareIFRXInflaRx$2,921,115$1,018,089 â–¼-25.8%1,304,0690.2%HealthcareISRGIntuitive Surgical$2,879,601$1,542,203 â–¼-34.9%7,2410.1%HealthcareALECAlector$2,861,985$146,262 â–²5.4%1,423,8730.1%HealthcareUHSUniversal Health Services$2,795,372$89,214 â–²3.3%18,8000.1%HealthcareVOR BIOPHARMA INC$2,755,627$2,755,627 â–²New Holding149,6810.1%COM NEWDSGNDesign Therapeutics$2,749,300$2,749,300 â–²New Holding190,0000.1%HealthcareKARYOPHARM THERAPEUTICS INC$2,698,220$232,526 â–¼-7.9%276,1740.1%COM NEWQIAGEN NV$2,662,710$37,283,023 â–¼-93.3%68,1000.1%ORD SHARESPMVPPMV Pharmaceuticals$2,533,811$612,991 â–¼-19.5%1,890,9040.1%HealthcareCONTINEUM THERAPEUTICS INC$2,425,999$26,322 â–²1.1%148,0170.1%CL AEVOMMUNE INC$2,318,573$1,591,876 â–²219.1%174,4600.1%COM SHSAMARIN CORP PLC$2,316,018$38,559 â–¼-1.6%145,2960.1%SPONSORED ADRSPRUCE BIOSCIENCES INC$2,160,000$2,160,000 â–²New Holding40,0000.1%COM NEWRGENRepligen$1,964,872$14,515,030 â–¼-88.1%14,4010.1%HealthcareIVVDInvivyd$1,951,572$34,315 â–¼-1.7%2,237,0150.1%HealthcarePRQRProQR Therapeutics$1,901,413$1,901,413 â–²New Holding1,022,2650.1%HealthcareGRACE THERAPEUTICS INC$1,754,483$37,001 â–²2.2%772,9000.1%COMANTERIS TECHNOLOGIES GLOBAL$1,637,356$2,314,337 â–¼-58.6%166,2290.1%COMVIRVir Biotechnology$1,596,121$951,379 â–¼-37.3%156,6360.1%HealthcareEDITEditas Medicine$1,486,541$543,964 â–²57.7%458,8090.1%HealthcareAADIAadi Bioscience$1,389,141$16,003 â–¼-1.1%303,3060.1%HealthcareTECHBio-Techne$1,364,110$7,530,441 â–¼-84.7%19,3080.1%HealthcareRVMDRevolution Medicines$1,300,285$1,300,285 â–²New Holding6,9430.1%HealthcareShowing largest 100 holdings. 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