StreetAlpha
13F holdings · Q2 2026

Eversept Partners

New York, NY · files as Eversept Partners, LP
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1697013

Eversept Partners reported 115 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (8.5%), ABVX (6.6%) and EHC (5.7%). Compared with Q1 2026, the fund opened new positions in CTRE, UNH and COGT, added to UTHR, EHC and ENSG, trimmed ABVX, CLDX and SNDX and sold out of DOC, AVTR and QGEN.

Reported value$1.8B+20.9% vs last quarter · $1.9B including options
Stocks held11532 new · 21 sold out
Top 5 weight31.2%spread out
Turnover53%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
UTHR
United Therapeutics Corp Del
$156M8.5%288K+23K (+9%)8 of 8
2
ABVX
Abivax SA
$122M6.6%914K−21K (−2%)4 of 8
3
EHC
Encompass Health Corp
$104M5.7%1M+833K (+429%)3 of 8
4
ENSG
Ensign Group Inc
$96.5M5.3%602K+587K (+3979%)2 of 8
5
VERA
Vera Therapeutics Inc
$94.9M5.2%2.2M+39K (+2%)8 of 8
6
CLDX
Celldex Therapeutics Inc
$66.5M3.6%1.8M−2,075 (−0%)8 of 8
7
SNDX
Syndax Pharmaceuticals Inc
$61.2M3.3%2.8M−87K (−3%)8 of 8
8
BKD
Brookdale SR Living Inc
$54.6M3.0%3.4M−172K (−5%)4 of 8
9
IONS
Ionis Pharmaceuticals Inc
$52.7M2.9%665K+33K (+5%)8 of 8
10
NTRA
Natera Inc
$47.7M2.6%176K−209K (−54%)8 of 8
🔒 105 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
DOC
Healthpeak Properties Inc
$32.5M2M
AVTR
Avantor Inc
$23.3M3M
QGEN
Qiagen NV Ord Shares
$21.8M545K
ICLR
Icon PLC
$7.6M69K
AGIO
Agios Pharmaceuticals Inc
$6.8M200K

🔒 Free account: see all 21.

Options

valued at the underlying shares
StockTypeValueSharesChange
QQQ
Invesco Qqq TR
Put$72.6M99K−140,100
INSM
Insmed Inc
Call$10.3M97K+2,600
XBI
Spdr Series Trust
Put$4.9M31K+1,000
UHS
Universal Hlth Svcs Inc
Put$2.8M19K+600
QGEN
Qiagen NV Ord Shares
Call$2.7M68K−408,200

Reported value

last 8 quarters
$1.3BQ3 '24
$969MQ4 '24
$884MQ1 '25
$992MQ2 '25
$1.3BQ3 '25
$1.8BQ4 '25
$1.5BQ1 '26
$1.8BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Eversept Partners 13F FAQ

What does Eversept Partners own?

Eversept Partners reported 115 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UTHR (8.5%), ABVX (6.6%) and EHC (5.7%). The table above lists every position in the filing (the top 10 without an account).

What did Eversept Partners buy and sell in Q2 2026?

Compared with Q1 2026: 32 new positions, 37 added to, 39 trimmed and 21 sold out. New positions include CTRE, UNH and COGT. It sold all of DOC, AVTR and QGEN.

When will Eversept Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Eversept Partners's portfolio worth?

The Q2 2026 filing reports $1.8B in US stocks ($1.9B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.