Filed: 11/14/2025ACC: 0001697013-25-000010
📋 What this filing means
EVERSEPT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$1.45B
Total AUM (reported)
69.46M
Total Shares
Allocation by class
COM$901.53M62.1%
UNIT SER 1$138.09M9.5%
SPONSORED ADR$94.26M6.5%
CL A$83.18M5.7%
COM NEW$71.63M4.9%
SPONSORED ADS$69.92M4.8%
SHS$60.84M4.2%
Portfolio Concentration
Top 3$342.55M23.6%
4–10$410.15M28.3%
11–25$401.45M27.7%
Rest$296.85M20.5%
Top 3 weight
23.6%
Top 10 weight
51.9%
Voting Authority Distribution
Total shares with voting rights: 69.46M
Sole
Full voting authority
69.46M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
INVESCO QQQ TR
SOLEShares230K
TypeSH
Market value$138.09M
9.52%
Sole
230K
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares269.42K
TypeSH
Market value$112.94M
7.78%
Sole
269.42K
Shared
0.00
None
0.00
GSK PLC
SOLEShares2.12M
TypeSH
Market value$91.52M
6.31%
Sole
2.12M
Shared
0.00
None
0.00
NATERA INC
SOLEShares519.64K
TypeSH
Market value$83.65M
5.76%
Sole
519.64K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.81M
TypeSH
Market value$81.60M
5.62%
Sole
2.81M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares3.47M
TypeSH
Market value$53.34M
3.68%
Sole
3.47M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares1.42M
TypeSH
Market value$51.22M
3.53%
Sole
1.42M
Shared
0.00
None
0.00
UNIQURE NV
SOLEShares877.37K
TypeSH
Market value$51.21M
3.53%
Sole
877.37K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares111.70K
TypeSH
Market value$47.61M
3.28%
Sole
111.70K
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.92M
TypeSH
Market value$41.53M
2.86%
Sole
1.92M
Shared
0.00
None
0.00
ZIMVIE INC
SOLEShares2.08M
TypeSH
Market value$39.38M
2.71%
Sole
2.08M
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares426.50K
TypeSH
Market value$36.21M
2.50%
Sole
426.50K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares538.66K
TypeSH
Market value$35.24M
2.43%
Sole
538.66K
Shared
0.00
None
0.00
REVVITY INC
SOLEShares394.31K
TypeSH
Market value$34.56M
2.38%
Sole
394.31K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.42M
TypeSH
Market value$33.87M
2.33%
Sole
1.42M
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares591.54K
TypeSH
Market value$32.91M
2.27%
Sole
591.54K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.15M
TypeSH
Market value$29.85M
2.06%
Sole
1.15M
Shared
0.00
None
0.00
TEVA PHARMACEUTICAL INDS LTD
SOLEShares1.36M
TypeSH
Market value$27.55M
1.90%
Sole
1.36M
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares687.13K
TypeSH
Market value$22.32M
1.54%
Sole
687.13K
Shared
0.00
None
0.00
COMMUNITY HEALTH SYS INC NEW
SOLEShares6.95M
TypeSH
Market value$22.31M
1.54%
Sole
6.95M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares62.82K
TypeSH
Market value$21.69M
1.49%
Sole
62.82K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares99.27K
TypeSH
Market value$19.68M
1.36%
Sole
99.27K
Shared
0.00
None
0.00
GERON CORP
SOLEShares12.60M
TypeSH
Market value$17.26M
1.19%
Sole
12.60M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares44.98K
TypeSH
Market value$14.53M
1.00%
Sole
44.98K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares45.60K
TypeSH
Market value$14.08M
0.97%
Sole
45.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 230K | SH | $138.09M 9.52% | 230K | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 269.42K | SH | $112.94M 7.78% | 269.42K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 2.12M | SH | $91.52M 6.31% | 2.12M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 519.64K | SH | $83.65M 5.76% | 519.64K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.81M | SH | $81.60M 5.62% | 2.81M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 3.47M | SH | $53.34M 3.68% | 3.47M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 1.42M | SH | $51.22M 3.53% | 1.42M | 0.00 | 0.00 |
UNIQURE NVSOLE | SHS | 877.37K | SH | $51.21M 3.53% | 877.37K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 111.70K | SH | $47.61M 3.28% | 111.70K | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.92M | SH | $41.53M 2.86% | 1.92M | 0.00 | 0.00 |
ZIMVIE INCSOLE | COM | 2.08M | SH | $39.38M 2.71% | 2.08M | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 426.50K | SH | $36.21M 2.50% | 426.50K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 538.66K | SH | $35.24M 2.43% | 538.66K | 0.00 | 0.00 |
REVVITY INCSOLE | COM | 394.31K | SH | $34.56M 2.38% | 394.31K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.42M | SH | $33.87M 2.33% | 1.42M | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 591.54K | SH | $32.91M 2.27% | 591.54K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.15M | SH | $29.85M 2.06% | 1.15M | 0.00 | 0.00 |
TEVA PHARMACEUTICAL INDS LTDSOLE | SPONSORED ADS | 1.36M | SH | $27.55M 1.90% | 1.36M | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 687.13K | SH | $22.32M 1.54% | 687.13K | 0.00 | 0.00 |
COMMUNITY HEALTH SYS INC NEWSOLE | COM | 6.95M | SH | $22.31M 1.54% | 6.95M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 62.82K | SH | $21.69M 1.49% | 62.82K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 99.27K | SH | $19.68M 1.36% | 99.27K | 0.00 | 0.00 |
GERON CORPSOLE | COM | 12.60M | SH | $17.26M 1.19% | 12.60M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 44.98K | SH | $14.53M 1.00% | 44.98K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 45.60K | SH | $14.08M 0.97% | 45.60K | 0.00 | 0.00 |
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