Filed: 8/14/2025ACC: 0001697013-25-000008
📋 What this filing means
EVERSEPT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$1.09B
Total AUM (reported)
55M
Total Shares
Allocation by class
COM$754.85M69.4%
UNIT SER 1$94.99M8.7%
SPONSORED ADR$88.82M8.2%
CL A$66.16M6.1%
COM NEW$40.10M3.7%
SPONSORED ADS$21.18M1.9%
SHS$9.60M0.9%
Portfolio Concentration
Top 3$315.64M29.0%
4–10$285.27M26.2%
11–25$288.25M26.5%
Rest$198.06M18.2%
Top 3 weight
29.0%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 55M
Sole
Full voting authority
55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
NATERA INC
SOLEShares796.38K
TypeSH
Market value$134.54M
12.37%
Sole
796.38K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares172.20K
TypeSH
Market value$94.99M
8.74%
Sole
172.20K
Shared
0.00
None
0.00
GSK PLC
SOLEShares2.24M
TypeSH
Market value$86.11M
7.92%
Sole
2.24M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.38M
TypeSH
Market value$56.14M
5.16%
Sole
2.38M
Shared
0.00
None
0.00
REVVITY INC
SOLEShares510.33K
TypeSH
Market value$49.36M
4.54%
Sole
510.33K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares1.30M
TypeSH
Market value$42.21M
3.88%
Sole
1.30M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares99.98K
TypeSH
Market value$38.30M
3.52%
Sole
99.98K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares4.07M
TypeSH
Market value$38.07M
3.50%
Sole
4.07M
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares839.28K
TypeSH
Market value$34.58M
3.18%
Sole
839.28K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.90M
TypeSH
Market value$26.60M
2.45%
Sole
1.90M
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares588.90K
TypeSH
Market value$23.27M
2.14%
Sole
588.90K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares398.73K
TypeSH
Market value$21.64M
1.99%
Sole
398.73K
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares164.47K
TypeSH
Market value$21.34M
1.96%
Sole
164.47K
Shared
0.00
None
0.00
COMMUNITY HEALTH SYS INC NEW
SOLEShares6.14M
TypeSH
Market value$20.89M
1.92%
Sole
6.14M
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares1.53M
TypeSH
Market value$20.54M
1.89%
Sole
1.53M
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares394.14K
TypeSH
Market value$20.28M
1.87%
Sole
394.14K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.32M
TypeSH
Market value$19.46M
1.79%
Sole
1.32M
Shared
0.00
None
0.00
ZIMVIE INC
SOLEShares2.08M
TypeSH
Market value$19.44M
1.79%
Sole
2.08M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares60.74K
TypeSH
Market value$18.95M
1.74%
Sole
60.74K
Shared
0.00
None
0.00
ILLUMINA INC
SOLEShares198.58K
TypeSH
Market value$18.95M
1.74%
Sole
198.58K
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares1.05M
TypeSH
Market value$17.65M
1.62%
Sole
1.05M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares838.74K
TypeSH
Market value$17.07M
1.57%
Sole
838.74K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares59.37K
TypeSH
Market value$17.06M
1.57%
Sole
59.37K
Shared
0.00
None
0.00
HEALTHEQUITY INC
SOLEShares155.87K
TypeSH
Market value$16.33M
1.50%
Sole
155.87K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares97.60K
TypeSH
Market value$15.38M
1.41%
Sole
97.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NATERA INCSOLE | COM | 796.38K | SH | $134.54M 12.37% | 796.38K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 172.20K | SH | $94.99M 8.74% | 172.20K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 2.24M | SH | $86.11M 7.92% | 2.24M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.38M | SH | $56.14M 5.16% | 2.38M | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 510.33K | SH | $49.36M 4.54% | 510.33K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 1.30M | SH | $42.21M 3.88% | 1.30M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 99.98K | SH | $38.30M 3.52% | 99.98K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 4.07M | SH | $38.07M 3.50% | 4.07M | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 839.28K | SH | $34.58M 3.18% | 839.28K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.90M | SH | $26.60M 2.45% | 1.90M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 588.90K | SH | $23.27M 2.14% | 588.90K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 398.73K | SH | $21.64M 1.99% | 398.73K | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 164.47K | SH | $21.34M 1.96% | 164.47K | 0.00 | 0.00 |
COMMUNITY HEALTH SYS INC NEWSOLE | COM | 6.14M | SH | $20.89M 1.92% | 6.14M | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 1.53M | SH | $20.54M 1.89% | 1.53M | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 394.14K | SH | $20.28M 1.87% | 394.14K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.32M | SH | $19.46M 1.79% | 1.32M | 0.00 | 0.00 |
ZIMVIE INCSOLE | COM | 2.08M | SH | $19.44M 1.79% | 2.08M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 60.74K | SH | $18.95M 1.74% | 60.74K | 0.00 | 0.00 |
ILLUMINA INCSOLE | COM | 198.58K | SH | $18.95M 1.74% | 198.58K | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 1.05M | SH | $17.65M 1.62% | 1.05M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 838.74K | SH | $17.07M 1.57% | 838.74K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 59.37K | SH | $17.06M 1.57% | 59.37K | 0.00 | 0.00 |
HEALTHEQUITY INCSOLE | COM | 155.87K | SH | $16.33M 1.50% | 155.87K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 97.60K | SH | $15.38M 1.41% | 97.60K | 0.00 | 0.00 |
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