Eversept Partners, LP reported 113 positions worth $1.71B for the quarter ended Jun 30, 2026, up 22.2% on the prior quarter. It opened 30 new positions, added to 38, trimmed 38 and exited 17. Its largest holding is UNITED THERAPEUTICS Corp at 9.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ENSG Ensign Group, Inc | +587.3K | +3,978.8% | $94.15M | 5.64% |
| EHC Encompass Health Corp | +832.8K | +429.1% | $84.18M | 6.06% |
| CTRE CareTrust REIT, Inc. | +1.07M | – | $43.26M | 2.53% |
| UNH Unitedhealth Group Inc | +51.1K | – | $21.26M | 1.24% |
| COGT Cogent Biosciences, Inc. | +490.2K | – | $18.97M | 1.11% |
| INSM INSMED Inc | +149.2K | – | $15.91M | 0.929% |
| THC Tenet Healthcare Corp | +84.7K | +287.0% | $15.84M | 1.25% |
| TVTX Travere Therapeutics, Inc. | +256.4K | +47.2% | $14.56M | 2.65% |
| VKTX Viking Therapeutics, Inc. | +363.8K | +152.2% | $14.19M | 1.37% |
| AMN Amn Healthcare Services Inc | +428.5K | – | $13.87M | 0.81% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GSK GSK plc | -1.30M | -73.0% | $68.32M | 1.48% |
| NTRA Natera, Inc. | -208.9K | -54.3% | $56.71M | 2.79% |
| DOC Healthpeak Properties, Inc. | -1.98M | -100.0% | $32.55M | Exited |
| AVTR Avantor, Inc. | -2.97M | -100.0% | $23.32M | Exited |
| QGEN Qiagen N.V. | -545.3K | -100.0% | $21.84M | Exited |
| WELL Welltower Inc. | -93.6K | -51.7% | $21.25M | 1.16% |
| LQDA Liquidia Corp | -248.7K | -36.7% | $19.83M | 2% |
| PCVX Vaxcyte, Inc. | -294.2K | -31.8% | $17.10M | 2.14% |
| RGEN Repligen Corp | -106.4K | -88.1% | $14.52M | 0.115% |
| BCRX Biocryst Pharmaceuticals Inc | -1.17M | -38.6% | $11.74M | 1.09% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CTRE CareTrust REIT, Inc. | +1.07M | $43.26M | 2.53% |
| UNH Unitedhealth Group Inc | +51.1K | $21.26M | 1.24% |
| COGT Cogent Biosciences, Inc. | +490.2K | $18.97M | 1.11% |
| INSM INSMED Inc | +149.2K | $15.91M | 0.929% |
| AMN Amn Healthcare Services Inc | +428.5K | $13.87M | 0.81% |
| CELC Celcuity Inc. | +127.9K | $13.38M | 0.782% |
| HUM Humana Inc | +31.2K | $12.38M | 0.723% |
| CRVS Corvus Pharmaceuticals, Inc. | +748.0K | $11.18M | 0.653% |
| ASND Ascendis Pharma A/S | +41.6K | $11.10M | 0.648% |
| MLYS Mineralys Therapeutics, Inc. | +309.7K | $8.36M | 0.488% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DOC Healthpeak Properties, Inc. | -1.98M | $32.55M | 2.32% |
| AVTR Avantor, Inc. | -2.97M | $23.32M | 1.66% |
| QGEN Qiagen N.V. | -545.3K | $21.84M | 1.56% |
| ICLR Icon Plc | -68.7K | $7.60M | 0.542% |
| AGIO Agios Pharmaceuticals, Inc. | -200.0K | $6.77M | 0.483% |
| MDGL Madrigal Pharmaceuticals, Inc. | -10.0K | $5.23M | 0.374% |
| HQY Healthequity, Inc. | -51.6K | $4.31M | 0.308% |
| CNC Centene Corp | -111.7K | $3.66M | 0.261% |
| STRO Sutro Biopharma, Inc. | -73.2K | $1.82M | 0.13% |
| NVCR NovoCure Ltd | -134.9K | $1.47M | 0.105% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | UTHR UNITED THERAPEUTICS Corp | Healthcare | 287.7K | $155.87M | 9.1% | +23.4K | +8.9% | Added | 0.67% |
| 2 | EHC Encompass Health Corp | Healthcare | 1.03M | $103.80M | 6.06% | +832.8K | +429.1% | Added | 1.04% |
| 3 | ENSG Ensign Group, Inc | Healthcare | 602.1K | $96.51M | 5.64% | +587.3K | +3,978.8% | Added | 1.03% |
| 4 | VERA Vera Therapeutics, Inc. | Healthcare | 2.21M | $94.95M | 5.55% | +39.5K | +1.8% | Added | 3.08% |
| 5 | CLDX Celldex Therapeutics, Inc. | Healthcare | 1.79M | $66.45M | 3.88% | -2,075 | -0.1% | Reduced | 2.28% |
| 6 | SNDX Syndax Pharmaceuticals Inc | Healthcare | 2.80M | $61.17M | 3.57% | -87.4K | -3.0% | Reduced | 3.14% |
| 7 | BKD Brookdale Senior Living Inc. | Healthcare | 3.40M | $54.65M | 3.19% | -172.1K | -4.8% | Reduced | 1.42% |
| 8 | IONS Ionis Pharmaceuticals Inc | Healthcare | 664.7K | $52.70M | 3.08% | +32.6K | +5.2% | Added | 0.4% |
| 9 | NTRA Natera, Inc. | Healthcare | 175.8K | $47.72M | 2.79% | -208.9K | -54.3% | Reduced | 0.12% |
| 10 | TVTX Travere Therapeutics, Inc. | Healthcare | 799.0K | $45.39M | 2.65% | +256.4K | +47.2% | Added | 0.85% |
| 11 | CTRE CareTrust REIT, Inc. | Real Estate | 1.07M | $43.26M | 2.53% | +1.07M | – | New | 0.45% |
| 12 | HCA HCA Healthcare, Inc. | Healthcare | 98.3K | $38.31M | 2.24% | +19.0K | +24.0% | Added | 0.04% |
| 13 | PCVX Vaxcyte, Inc. | Healthcare | 630.0K | $36.62M | 2.14% | -294.2K | -31.8% | Reduced | 0.44% |
| 14 | LQDA Liquidia Corp | Healthcare | 428.7K | $34.18M | 2% | -248.7K | -36.7% | Reduced | 0.48% |
| 15 | CYH Community Health Systems Inc | Healthcare | 7.86M | $26.27M | 1.53% | -812.7K | -9.4% | Reduced | 5.58% |
Tip. Select a row to see that position’s full history at Eversept Partners.
As of its Q2 2026 13F filing, Eversept Partners, LP’s five largest positions were UNITED THERAPEUTICS Corp (UTHR) at 9.1%, Encompass Health Corp (EHC) at 6.1%, Ensign Group, Inc (ENSG) at 5.6%, Vera Therapeutics, Inc. (VERA) at 5.5%, Celldex Therapeutics, Inc. (CLDX) at 3.9% of the reported portfolio.
Eversept Partners, LP reported a 13F portfolio worth $1.71B across 113 positions for Q2 2026. That is up 22.2% from the previous quarter.
Its largest purchases by value were Ensign Group, Inc ($94.15M), Encompass Health Corp ($84.18M), CareTrust REIT, Inc. ($43.26M). It opened 30 new positions.
Its largest sales by value were GSK plc ($68.32M), Natera, Inc. ($56.71M), Healthpeak Properties, Inc. ($32.55M). It exited 17 positions entirely.
From the Form 13F-HR reports Eversept Partners, LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.