Eversept Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Eversept Partners, Lp disclosed 100 stock positions valued at approximately $1.83B as of quarter-end June 30, 2026. The largest holdings include UNITED THERAPEUTICS CORP DEL, ABIVAX SA, and ENCOMPASS HEALTH CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 100
- Portfolio Value
- $1.83B
Holdings by Sector
Eversept Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 8.50% | 287,668 | +23,397 | +8.85% | $155,867,152 |
| ABIVAX SA | ABVX | Healthcare | 6.64% | 913,880 | -20,543 | -2.20% | $121,783,649 |
| ENCOMPASS HEALTH CORP | EHC | Healthcare | 5.66% | 1,026,919 | +832,815 | +429.06% | $103,800,973 |
| ENSIGN GROUP INC | ENSG | Healthcare | 5.26% | 602,079 | +587,318 | +3978.85% | $96,513,264 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 5.18% | 2,212,770 | +39,484 | +1.82% | $94,949,961 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 3.62% | 1,785,941 | -2,075 | -0.12% | $66,454,865 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 3.33% | 2,798,210 | -87,412 | -3.03% | $61,168,871 |
| BROOKDALE SR LIVING INC | BKD | Healthcare | 2.98% | 3,396,470 | -172,085 | -4.82% | $54,649,202 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 2.87% | 664,684 | +32,584 | +5.15% | $52,702,794 |
| NATERA INC | NTRA | Healthcare | 2.60% | 175,807 | -208,906 | -54.30% | $47,722,810 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.47% | 798,973 | +256,363 | +47.25% | $45,389,656 |
| CARETRUST REIT INC | CTRE | Real Estate | 2.36% | 1,072,015 | +1,072,015 | +100.00% | $43,255,805 |
| HCA HEALTHCARE INC | HCA | Healthcare | 2.09% | 98,252 | +19,023 | +24.01% | $38,307,472 |
| VAXCYTE INC | PCVX | Healthcare | 2.00% | 629,952 | -294,241 | -31.84% | $36,619,110 |
| LIQUIDIA CORPORATION | LQDA | Healthcare | 1.86% | 428,652 | -248,740 | -36.72% | $34,176,424 |
| COMMUNITY HEALTH SYS INC NEW | CYH | Healthcare | 1.43% | 7,864,575 | -812,706 | -9.37% | $26,267,680 |
| GSK PLC | GSK | Healthcare | 1.38% | 481,833 | -1,303,342 | -73.01% | $25,257,686 |
| CHEMED CORP NEW | CHE | Healthcare | 1.33% | 52,523 | +21,466 | +69.12% | $24,462,062 |
| ELI LILLY & CO | LLY | Healthcare | 1.32% | 20,116 | +1,116 | +5.87% | $24,127,734 |
| GERON CORP | GERN | Healthcare | 1.31% | 18,717,422 | -117,461 | -0.62% | $23,958,300 |
| VIKING THERAPEUTICS INC | VKTX | Healthcare | 1.28% | 602,922 | +363,812 | +152.15% | $23,519,987 |
| OMEGA HEALTHCARE INVS INC | OHI | Real Estate | 1.26% | 483,547 | -102,133 | -17.44% | $23,055,521 |
| INSULET CORP | PODD | Healthcare | 1.24% | 148,816 | +5,270 | +3.67% | $22,657,236 |
| TENET HEALTHCARE CORP | THC | Healthcare | 1.16% | 114,199 | +84,687 | +286.96% | $21,364,349 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 1.16% | 51,145 | -9,717 | -15.97% | $21,257,396 |
| WELLTOWER INC | WELL | Real Estate | 1.08% | 87,312 | -93,641 | -51.75% | $19,817,205 |
| COGENT BIOSCIENCES INC | COGT | Healthcare | 1.03% | 490,235 | +490,235 | +100.00% | $18,972,094 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 1.02% | 1,865,653 | -1,174,167 | -38.63% | $18,656,530 |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 1.00% | 80,594 | +47,783 | +145.63% | $18,431,848 |
| PENNANT GROUP INC | PNTG | Healthcare | 0.93% | 460,272 | +148,094 | +47.44% | $17,007,050 |
Showing 30 of 100 holdings in the latest reporting period.
Eversept Partners, Lp Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 98,600 | $72,609,040 |
| Q2 2026 | INSM | Insmed Incorporated | CALL | 96,600 | $10,299,492 |
| Q2 2026 | XBI | SPDR Series Trust SPDR S&P Bio | PUT | 31,000 | $4,905,750 |
| Q2 2026 | UHS | Universal Health Services, Inc. | PUT | 18,800 | $2,795,372 |
| Q2 2026 | QGEN | QIAGEN N.V. | CALL | 68,100 | $2,662,710 |
Showing 5 of 5 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.