13F Insight
DOSSIER · 13F-HR · Q2 2026

Eversept Partners, LP

$1.9B in tracked AUM across 120 positions as of Q2 2026.

EP
CIK 0001697013 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
120
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Eversept Partners, LP SEC 13F Filing
Portfolio Overview

Eversept Partners, LP manages a concentrated portfolio totaling $934.89 million across 54 holdings as of the report date September 30, 2025. The firm manages a highly specialized fund that underwent significant transformation during the quarter, evidenced by a 14.0% decrease in total portfolio value (down from $1.09 billion) and a massive turnover in holdings. The portfolio is characterized by hi...

Key Holdings

The portfolio is dominated by mid-to-large cap healthcare names, with United Therapeutics Corp (UTHR) emerging as the flagship position, comprising 12.08% of the portfolio ($112.94M). This represents a significant bet on the company, bolstered by a massive capital infusion of $95.88 million (+353.8%) during the quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
UTHR
UNITED THERAPEUTICS CORP DEL
$156M288K8.1%02
ABVX
ABIVAX SA
$122M914K6.3%03
EHC
ENCOMPASS HEALTH CORP
$104M1.0M5.4%04
ENSG
ENSIGN GROUP INC
$97M602K5.0%05
VERA
VERA THERAPEUTICS INC
$95M2.2M4.9%06
QQQ
INVESCO QQQ TR
$73M99K3.8%07
CLDX
CELLDEX THERAPEUTICS INC NEW
$66M1.8M3.4%08
SNDX
SYNDAX PHARMACEUTICALS INC
$61M2.8M3.2%09
BKD
BROOKDALE SR LIVING INC
$55M3.4M2.8%10
IONS
IONIS PHARMACEUTICALS INC
$53M665K2.7%

Filing history

2026Q2Jun 30
$1.9B▲ 1.6%
120 positionsView →2026Q1Mar 31
$1.9B▼ 4.4%
120 positionsView →2025Q4Dec 31
$2.0B▲ 112.3%
107 positionsView →2025Q3Sep 30
$935M▼ 14.0%
54 positionsView →2025Q2Jun 30
$1.1B▲ 10.4%
68 positionsLocked2025Q1Mar 31
$985M▼ 12.6%
57 positionsLocked2024Q4Dec 31
$1.1B▼ 22.8%
65 positionsLocked2024Q3Sep 30
$1.5B▼ 0.0%
67 positionsLocked2024Q2Jun 30
$1.5B▼ 2.6%
74 positionsLocked2024Q1Mar 31
$1.5B▲ 31.7%
70 positionsLocked2023Q4Dec 31
$1.1B▼ 3.7%
57 positionsLocked2023Q3Sep 30
$1.2B▼ 1.2%
69 positionsLocked
Showing 12 of 35