Fund Holdings — Eversept Partners, LP

Total Portfolio Value
$1.83B
Total Bought
$609.25M
Total Sold
$397.27M
Net Transaction
+$211.98M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ENSIGN GROUP INC(ENSG)14,761602,079+587,3182,97496,5135.26%+93,539
ENCOMPASS HEALTH CORP(EHC)194,1041,026,919+832,81518,776103,8015.66%+85,025
CARETRUST REIT INC(CTRE)01,072,015+1,072,015043,2562.36%+43,256
TRAVERE THERAPEUTICS INC(TVTX)542,610798,973+256,36316,12145,3902.47%+29,269
UNITEDHEALTH GROUP INC(UNH)051,145+51,145021,2571.16%+21,257
COGENT BIOSCIENCES INC(COGT)0490,235+490,235018,9721.03%+18,972
ABIVAX SA(ABVX)934,423913,880-20,543104,048121,7846.64%+17,736
INSMED INC(INSM)0149,209+149,209015,9090.87%+15,909
TENET HEALTHCARE CORP(THC)29,512114,199+84,6875,56921,3641.16%+15,795
VIKING THERAPEUTICS INC(VKTX)239,110602,922+363,8127,78123,5201.28%+15,739
MOLINA HEALTHCARE INC(MOH)32,81180,594+47,7834,37418,4321.00%+14,058
AMN HEALTHCARE SVCS INC0428,531+428,531013,8720.76%+13,872
CELCUITY INC(CELC)0127,931+127,931013,3840.73%+13,384
CHEMED CORP NEW(CHE)31,05752,523+21,46611,73124,4621.33%+12,731
HUMANA INC(HUM)031,171+31,171012,3820.67%+12,382
CORVUS PHARMACEUTICALS INC(CRVS)0747,994+747,994011,1750.61%+11,175
ASCENDIS PHARMA A/S(ASND)041,621+41,621011,1010.61%+11,101
CELLDEX THERAPEUTICS INC NEW(CLDX)1,788,0161,785,941-2,07556,71666,4553.62%+9,739
LIQUIDIA CORPORATION(LQDA)677,392428,652-248,74025,56534,1761.86%+8,612
MINERALYS THERAPEUTICS INC(MLYS)0309,689+309,68908,3550.46%+8,355
NOVO-NORDISK A S(NVO)0169,227+169,22708,1130.44%+8,113
BIOHAVEN LTD(BHVN)0515,804+515,80407,6750.42%+7,675
VERA THERAPEUTICS INC(VERA)2,173,2862,212,770+39,48487,43194,9505.18%+7,519
PENNANT GROUP INC312,178460,272+148,0949,51517,0070.93%+7,492
DEFINIUM THERAPEUTICS INC(DFTX)160,723217,185+56,4623,03810,2160.56%+7,179
PROTAGONIST THERAPEUTICS INC058,504+58,50407,1710.39%+7,171
ENLIVEN THERAPEUTICS INC0136,631+136,63106,9340.38%+6,934
BRUKER CORP(BRKR)117,013182,894+65,8814,22711,0070.60%+6,780
ELI LILLY & CO(LLY)19,00020,116+1,11617,47624,1281.32%+6,652
BROOKDALE SR LIVING INC(BKD)3,568,5553,396,470-172,08548,81854,6492.98%+5,831
COMPASS PATHWAYS PLC(CMPS)677,924672,825-5,0993,7499,5200.52%+5,772
BEAM THERAPEUTICS INC(BEAM)0166,289+166,28905,7070.31%+5,707
RELAY THERAPEUTICS INC(RLAY)270,705434,314+163,6092,6948,1260.44%+5,433
BETA BIONICS INC(BBNX)1,414,8381,249,441-165,39714,17719,5791.07%+5,402
NATIONAL HEALTH INVS INC(NHI)070,673+70,67305,3900.29%+5,390
IONIS PHARMACEUTICALS INC(IONS)632,100664,684+32,58447,46452,7032.87%+5,238
PACS GROUP INC(PACS)0117,441+117,44105,0080.27%+5,008
NATIONAL HEALTHCARE CORP(NHC)022,116+22,11604,6740.25%+4,674
XENON PHARMACEUTICALS INC(XENE)129,574196,532+66,9587,53511,8630.65%+4,328
EYEPOINT INC(EYPT)0297,735+297,73504,2580.23%+4,258
LTC PPTYS INC(LTC)321,046420,640+99,59411,93016,1740.88%+4,244
REPLIMUNE GROUP INC(REPL)334,861590,252+255,3912,5626,5340.36%+3,972
STRUCTURE THERAPEUTICS INC138,036196,302+58,2666,65310,5360.57%+3,882
ULTRAGENYX PHARMACEUTICAL IN(RARE)62,575154,130+91,5551,3115,1460.28%+3,835
TARSUS PHARMACEUTICALS INC(TARS)055,710+55,71003,5060.19%+3,506
LB PHARMACEUTICALS INC(LBRX)100,198183,663+83,4652,4715,9610.32%+3,490
SONIDA SENIOR LIVING INC(SNDA)28,437102,624+74,1879174,1870.23%+3,270
ANAPTYSBIO INC27,08969,983+42,8941,5024,7240.26%+3,221
VOR BIOPHARMA INC(VOR)0149,681+149,68102,7560.15%+2,756
DESIGN THERAPEUTICS INC(DSGN)0190,000+190,00002,7490.15%+2,749
AGILON HEALTH INC(AGL)176,58837,792-138,7961,3974,0510.22%+2,654
BIOMARIN PHARMACEUTICAL INC(BMRN)207,768249,607+41,83911,73714,2830.78%+2,546
MODERNA INC(MRNA)159,708152,122-7,5868,11310,6530.58%+2,540
SPRUCE BIOSCIENCES INC040,000+40,00002,1600.12%+2,160
ARS PHARMACEUTICALS INC(SPRY)136,235377,007+240,7721,0943,0200.16%+1,926
PROQR THRAPEUTICS N V
SHS EURO
01,022,265+1,022,26501,9010.10%+1,901
REVVITY INC(RVTY)84,85483,624-1,2307,4349,3040.51%+1,870
EQUILLIUM INC(EQ)1,498,9931,520,824+21,8312,9984,8670.27%+1,869
PHARVARIS N V
COM
406,960386,383-20,57711,49713,3610.73%+1,865
INFLARX NV(IFRX)1,758,5731,304,069-454,5041,5732,9210.16%+1,348
VIRIDIAN THERAPEUTICS INC(VRDN)713,269831,142+117,87313,95215,2680.83%+1,317
REVOLUTION MEDICINES INC(RVMD)06,943+6,94301,3000.07%+1,300
KARYOPHARM THERAPEUTICS INC(KPTI)276,174276,17401,5382,6980.15%+1,160
EVOMMUNE INC(EVMN)54,680174,460+119,7801,2572,3190.13%+1,061
CYBIN INC(HELP)0146,403+146,40309680.05%+968
ODYSSEY THERAPEUTICS INC049,658+49,65809290.05%+929
HCA HEALTHCARE INC(HCA)79,22998,252+19,02337,49438,3072.09%+813
ENGENE THERAPEUTICS INC(ENGN)0469,584+469,58408120.04%+812
EDITAS MEDICINE INC(EDIT)290,919458,809+167,8907191,4870.08%+768
COMMUNITY HEALTH SYS INC NEW(CYH)8,677,2817,864,575-812,70625,51126,2681.43%+756
ALTO NEUROSCIENCE INC(ANRO)125,168128,286+3,1182,8143,3850.18%+572
ATAIBECKLEY INC(ATAI)0102,430+102,43005400.03%+540
CONTINEUM THERAPEUTICS INC(CTNM)146,411148,017+1,6061,9122,4260.13%+514
AKEBIA THREAPEUTICS INC(AKBA)0427,095+427,09504870.03%+487
WHITEHAWK THERAPEUTICS INC(WHWK)306,800303,306-3,4941,0581,3890.08%+331
EHEALTH INC(EHTH)220,915404,854+183,9392856030.03%+318
GH RESEARCH PLC(GHRS)08,672+8,67202330.01%+233
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
285,764275,471-10,2939,1479,3360.51%+188
AVALO THERAPEUTICS INC(AVTX)010,000+10,00001850.01%+185
AMARIN CORP PLC147,715145,296-2,4192,1362,3160.13%+180
SELECTQUOTE INC(SLQT)357,661319,788-37,8732252690.01%+44
RETRACTABLE TECHNOLOGIES INC(RVP)580,919580,91903844180.02%+34
PALISADE BIO INC(PALI)4,987,4994,182,785-804,7148,7288,7420.48%+14
ALECTOR INC1,351,1061,423,873+72,7672,9052,8620.16%-43
BICYCLE THERAPEUTICS PLC190,715190,71508858090.04%-76
SS INNOVATIONS INTERNATIONAL(SSII)110,157110,15705514570.02%-94
PLIANT THERAPEUTICS INC(PLRX)891,425891,42501,1231,0160.06%-107
AIRSCULPT TECHNOLOGIES INC74,1390-74,1392100—-210
PMV PHARMACEUTICALS INC(PMVP)2,348,3601,890,904-457,4562,9122,5340.14%-378
SURROZEN INC(SRZN)58,62447,777-10,8471,7081,2400.07%-468
ANTERIS TECHNOLOGIES GLOBAL(AVR)401,187166,229-234,9582,2271,6370.09%-589
VIR BIOTECHNOLOGY INC(VIR)250,000156,636-93,3642,2401,5960.09%-644
INOVIO PHARMACEUTICALS INC(INO)1,035,3601,035,36001,8021,1390.06%-663
ASSEMBLY BIOSCIENCES INC40,88916,510-24,3791,1354540.02%-681
SAVARA INC(SVRA)384,264204,428-179,8362,0981,2590.07%-839
UNITED THERAPEUTICS CORP DEL(UTHR)264,271287,668+23,397156,707155,8678.50%-840
INMODE LTD(INMD)67,7440-67,7449270—-927
DIVERSIFIED HEALTHCARE TR(DHC)151,2830-151,2831,0050—-1,005
INVIVYD INC(IVVD)2,276,3492,237,015-39,3342,9591,9520.11%-1,008
PASSAGE BIO INC(PASG)131,5810-131,5811,0330—-1,033
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Eversept Partners, LP — 13F Holdings — Q2 2026 | TickerTrail