Eversept Partners, LP
CIK: 0001697013SEC EDGAR →
Portfolio Value
$2.0T
Holdings
107
As of
Q4 2025
New Positions
30
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VERA THERAPEUTICS INC | 3,072,304 | $155.6B | 7.84% |
| 2 | NDQPut INVESCO QQQ TR | 225,000 | $138.2B | 6.97% |
| 3 | GSK PLC | 2,679,721 | $131.4B | 6.62% |
| 4 | UNITED THERAPEUTICS CORP DEL | 252,592 | $123.1B | 6.20% |
| 5 | ABIVAX SA | 657,834 | $88.7B | 4.47% |
| 6 | NATERA INC | 334,493 | $76.6B | 3.86% |
| 7 | SYNDAX PHARMACEUTICALS INC | 3,314,408 | $69.6B | 3.51% |
| 8 | VIRIDIAN THERAPEUTICS INC | 1,782,235 | $55.5B | 2.79% |
| 9 | VAXCYTE INC | 1,197,722 | $55.3B | 2.78% |
| 10 | TRAVERE THERAPEUTICS INC | 1,174,968 | $44.9B | 2.26% |
Quarterly Changes
New Positions (39)
$123.1B · 253K shares
$30.6B · 45K shares
$24.5B · 242K shares
$21.8B · 99K shares
$20.7B · 678K shares
$20.0B · 230K shares
$16.6B · 147K shares
$14.2B · 3.9M shares
$13.5B · 906K shares
$12.8B · 308K shares
$12.7B · 235K shares
$12.7B · 5.4M shares
$12.2B · 439K shares
$12.1B · 99K shares
$11.4B · 11K shares
$11.3B · 107K shares
$10.7B · 2.5M shares
$10.4B · 231K shares
$10.3B · 48K shares
$7.9B · 268K shares
$7.3B · 317K shares
$5.9B · 121K shares
$5.4B · 160K shares
$5.1B · 64K shares
$4.6B · 53K shares
$4.1B · 456K shares
$4.0B · 375K shares
$3.9B · 29K shares
$2.2B · 194K shares
$2.0B · 219K shares
$1.6B · 145K shares
$1.6B · 121K shares
$1.5B · 126K shares
$1.0B · 170K shares
$909.0M · 62K shares
$629.0M · 260K shares
$596.0M · 291K shares
$504.0M · 358K shares
$428.0M · 75K shares
Closed Positions (17)
$112.9B · 269K shares
$39.4B · 2.1M shares
$14.0B · 105K shares
$13.2B · 303K shares
$12.1B · 218K shares
$5.8B · 392K shares
$4.5B · 48K shares
$3.6B · 49K shares
$2.8B · 50K shares
$2.4B · 925K shares
$2.3B · 264K shares
$2.0B · 2.3M shares
$998.8M · 21K shares
$711.1M · 11K shares
$474.7M · 658K shares
$251.4M · 60K shares
$126.5M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 91 | $1.5T | 76.0% |
| Unknown | 11 | $412.4B | 20.8% |
| Financial Services | 5 | $64.3B | 3.2% |