Q2 2026 13F · SEC CIK 1697013

Eversept Partners, LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 115
Top holdings a year, 3 yrs: +32.6%
Average holding period: 2.1 yrs

Eversept Partners, LP is a hedge fund that reported 115 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were United Therapeutics Corp Del (UTHR, 8.5%), Abivax SA (ABVX, 6.6%), Encompass Health Corp (EHC, 5.7%). A portfolio copying its top holdings returned 32.6% a year over the last 3 years, against 21.8% for the S&P 500.

Eversept Partners, LP holdings largest 50 of 115 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Eversept Partners, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
UTHRUnited Therapeutics Corp Del	8.5%	10.3%	287,668	+8.9%	$155.9M
ABVXAbivax SA	6.6%	6.9%	913,880	-2.2%	$121.8M
EHCEncompass Health Corp	5.7%	1.2%	1,026,919	+429.1%	$103.8M
ENSGEnsign Group Inc	5.3%	—	602,079	—	$96.5M
VERAVera Therapeutics Inc Class A	5.2%	5.8%	2,212,770	+1.8%	$94.9M
CLDXCelldex Therapeutics Inc New	3.6%	3.7%	1,785,941	-0.1%	$66.5M
SNDXSyndax Pharmaceuticals Inc	3.3%	4.4%	2,798,210	-3.0%	$61.2M
BKDBrookdale Sr Living Inc	3.0%	3.2%	3,396,470	-4.8%	$54.6M
IONSIonis Pharmaceuticals Inc	2.9%	3.1%	664,684	+5.2%	$52.7M
NTRANatera Inc	2.6%	5.1%	175,807	-54.3%	$47.7M
TVTXTravere Therapeutics Inc	2.5%	1.1%	798,973	+47.2%	$45.4M
CTRECaretrust REIT Inc	2.4%	—	1,072,015	—	$43.3M
HCAHca Healthcare Inc	2.1%	2.5%	98,252	+24.0%	$38.3M
PCVXVaxcyte Inc	2.0%	3.5%	629,952	-31.8%	$36.6M
LQDALiquidia Corporation	1.9%	1.7%	428,652	-36.7%	$34.2M
CYHCommunity Health Systems Inc	1.4%	1.7%	7,864,575	-9.4%	$26.3M
GSKGsk PLC	1.4%	6.5%	481,833	-73.0%	$25.3M
CHEChemed Corp New	1.3%	0.8%	52,523	+69.1%	$24.5M
LLYEli Lilly & Co	1.3%	1.2%	20,116	+5.9%	$24.1M
GERNGeron Corp	1.3%	1.8%	18,717,422	-0.6%	$24.0M
VKTXViking Therapeutics Inc	1.3%	0.5%	602,922	+152.2%	$23.5M
OHIOmega Healthcare Invs Inc	1.3%	1.7%	483,547	-17.4%	$23.1M
PODDInsulet Corp	1.2%	2.0%	148,816	+3.7%	$22.7M
THCTenet Healthcare Corp	1.2%	0.4%	114,199	+287.0%	$21.4M
UNHUnitedhealth Group Inc	1.2%	—	51,145	—	$21.3M
WELLWelltower Inc	1.1%	2.4%	87,312	-51.7%	$19.8M
BBNXBeta Bionics Inc	1.1%	0.9%	1,249,441	-11.7%	$19.6M
COGTCogent Biosciences Inc	1.0%	—	490,235	—	$19.0M
BCRXBiocryst Pharmaceuticals Inc	1.0%	1.9%	1,865,653	-38.6%	$18.7M
MOHMolina Healthcare Inc	1.0%	—	80,594	—	$18.4M
PNTGPennant Group Inc	0.9%	0.6%	460,272	+47.4%	$17.0M
LTCLtc Pptys Incorporated REIT	0.9%	0.8%	420,640	+31.0%	$16.2M
INSMInsmed Inc	0.9%	—	149,209	—	$15.9M
VRDNViridian Therapeutics Inc	0.8%	0.9%	831,142	+16.5%	$15.3M
BMRNBiomarin Pharmaceutical Inc	0.8%	0.8%	249,607	+20.1%	$14.3M
AMNAmn Healthcare Services Inc	0.8%	—	428,531	—	$13.9M
CELCCelcuity Inc	0.7%	—	127,931	—	$13.4M
PHVSPharvaris N V	0.7%	0.8%	386,383	-5.1%	$13.4M
CTMXCytomx Therapeutics Inc.	0.7%	1.0%	3,558,497	+11.6%	$13.3M
HUMHumana Inc	0.7%	—	31,171	—	$12.4M
XENEXenon Pharmaceuticals Inc	0.6%	0.5%	196,532	+51.7%	$11.9M
CRVSCorvus Pharmaceuticals Inc Com	0.6%	—	747,994	—	$11.2M
ASNDAscendis Pharma A/s	0.6%	—	41,621	—	$11.1M
BRKRBruker Corp	0.6%	—	182,894	—	$11.0M
MRNAModerna Inc	0.6%	0.5%	152,122	-4.7%	$10.7M
GPCRStructure Therapeutics F Unspo	0.6%	0.4%	196,302	+42.2%	$10.5M
24477V105Definium Therapeutics Inc	0.6%	—	217,185	—	$10.2M
CMPSCompass Pathways PLC	0.5%	—	672,825	—	$9.5M
NAMSNewamsterdam Pharma Company Ordinary	0.5%	0.6%	275,471	-3.6%	$9.3M
RVTYRevvity Inc	0.5%	0.5%	83,624	-1.4%	$9.3M

What Eversept Partners, LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +42.3% /yr; S&P 500 +20.1%
3 years: +32.6% /yr; S&P 500 +21.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	115
Q1 2026	$1.5B	104
Q4 2025	$1.8B	103
Q3 2025	$1.3B	83
Q2 2025	$992.2M	67
Q1 2025	$883.7M	55
Q4 2024	$969.1M	62
Q3 2024	$1.3B	65
Q2 2024	$1.3B	72
Q1 2024	$1.3B	68
Q4 2023	$1.0B	55
Q3 2023	$900.7M	61

Questions about Eversept Partners, LP's portfolio

What stocks does Eversept Partners, LP own?

Eversept Partners, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 115 positions worth $1.8B. The largest are United Therapeutics Corp Del (UTHR) at 8.5%, Abivax SA (ABVX) at 6.6%, Encompass Health Corp (EHC) at 5.7%, Ensign Group Inc (ENSG) at 5.3% and Vera Therapeutics Inc Class A (VERA) at 5.2%.

What did Eversept Partners, LP buy last quarter?

In Q2 2026, Eversept Partners, LP added Encompass Health Corp (EHC) (+429.1% shares), Tenet Healthcare Corp (THC) (+287.0% shares) and Viking Therapeutics Inc (VKTX) (+152.2% shares), compared with its Q1 2026 filing.

What did Eversept Partners, LP sell last quarter?

In Q2 2026, Eversept Partners, LP cut from its top 50 Healthpeak Properties Inc (PEAK), cut from its top 50 Avantor Inc (AVTR), cut from its top 50 Qiagen NV (QGEN), cut from its top 50 Repligen Corp (RGEN), cut from its top 50 Arcutis Biotherapeutics Inc (ARQT), Gsk PLC (GSK) (-73.0% shares), Natera Inc (NTRA) (-54.3% shares) and Welltower Inc (WELL) (-51.7% shares), compared with its Q1 2026 filing.

How has Eversept Partners, LP's portfolio performed?

A portfolio copying Eversept Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +32.6% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +42.3% against +20.1%.

When is Eversept Partners, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Eversept Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.