Eversept Partners, LP

CIK: 0001697013SEC EDGAR →

Portfolio Value

$2.0B

Holdings

107

As of

Q4 2025

New Positions

30

Closed Positions

13

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VERA VERA THERAPEUTICS INC	3,072,304	$155.6M	7.84%
2	NDQPut INVESCO QQQ TR	225,000	$138.2M	6.97%
3	GSK GSK PLC	2,679,721	$131.4M	6.62%
4	UTH UNITED THERAPEUTICS CORP DEL	252,592	$123.1M	6.20%
5	ABVX ABIVAX SA	657,834	$88.7M	4.47%
6	NTRA NATERA INC	334,493	$76.6M	3.86%
7	SNDX SYNDAX PHARMACEUTICALS INC	3,314,408	$69.6M	3.51%
8	VRDN VIRIDIAN THERAPEUTICS INC	1,782,235	$55.5M	2.79%
9	PCVX VAXCYTE INC	1,197,722	$55.3M	2.78%
10	TVTX TRAVERE THERAPEUTICS INC	1,174,968	$44.9M	2.26%

Quarterly Changes

Top Buys

UTHNEW

$123.1M

VERA↑ Increased

$74.0M

ABVX↑ Increased

$52.5M

GSK↑ Increased

$39.9M

SPYNEW

$30.6M

Top Sells

UTHCLOSED

$112.9M

QURE↓ Decreased

$49.7M

ZIMVCLOSED

$39.4M

PKN↓ Decreased

$18.8M

SNDX↓ Decreased

$16.3M

New Positions (39)

$123.1M · 253K shares

$30.6M · 45K shares

$24.5M · 242K shares

$21.8M · 99K shares

$20.7M · 678K shares

$20.0M · 230K shares

$16.6M · 147K shares

$14.2M · 3.9M shares

$13.5M · 906K shares

$12.8M · 308K shares

$12.7M · 235K shares

$12.7M · 5.4M shares

$12.2M · 439K shares

$12.1M · 99K shares

$11.4M · 11K shares

$11.3M · 107K shares

$10.7M · 2.5M shares

$10.4M · 231K shares

$10.3M · 48K shares

$7.9M · 268K shares

$7.3M · 317K shares

$5.9M · 121K shares

$5.4M · 160K shares

$5.1M · 64K shares

$4.6M · 53K shares

$4.1M · 456K shares

$4.0M · 375K shares

$3.9M · 29K shares

$2.2M · 194K shares

$2.0M · 219K shares

$1.6M · 145K shares

$1.6M · 121K shares

$1.5M · 126K shares

$1.0M · 170K shares

$909K · 62K shares

$629K · 260K shares

$596K · 291K shares

$504K · 358K shares

$428K · 75K shares

Closed Positions (17)

$112.9M · 269K shares

$39.4M · 2.1M shares

$14.0M · 105K shares

$13.2M · 303K shares

$12.1M · 218K shares

$5.8M · 392K shares

$4.5M · 48K shares

$3.6M · 49K shares

$2.8M · 50K shares

$2.4M · 925K shares

$2.3M · 264K shares

$2.0M · 2.3M shares

$999K · 21K shares

$711K · 11K shares

$475K · 658K shares

$251K · 60K shares

$127K · 10K shares

Sector Breakdown

Sector	# Holdings	Value	%
Healthcare	91	$1.5B	76.0%
Unknown	11	$412.4M	20.8%
Financial Services	5	$64.3M	3.2%