Filed: 2/17/2026ACC: 0001697013-26-000002
📋 What this filing means
EVERSEPT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $1.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$1.98B
Total AUM (reported)
88.95M
Total Shares
Allocation by class
COM$1.20B60.2%
CL A$157.15M7.9%
SPONSORED ADR$144.10M7.3%
UNIT SER 1$138.22M7.0%
SPONSORED ADS$119.45M6.0%
COM NEW$119.12M6.0%
TR UNIT$30.62M1.5%
Portfolio Concentration
Top 3$425.21M21.4%
4–10$513.67M25.9%
11–25$454.78M22.9%
Rest$590.76M29.8%
Top 3 weight
21.4%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 88.95M
Sole
Full voting authority
88.95M
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)
Sole107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:
VERA THERAPEUTICS INC
SOLEShares3.07M
TypeSH
Market value$155.58M
7.84%
Sole
3.07M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares225K
TypeSH
Market value$138.22M
6.97%
Sole
225K
Shared
0.00
None
0.00
GSK PLC
SOLEShares2.68M
TypeSH
Market value$131.41M
6.62%
Sole
2.68M
Shared
0.00
None
0.00
UNITED THERAPEUTICS CORP DEL
SOLEShares252.59K
TypeSH
Market value$123.08M
6.20%
Sole
252.59K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares657.83K
TypeSH
Market value$88.71M
4.47%
Sole
657.83K
Shared
0.00
None
0.00
NATERA INC
SOLEShares334.49K
TypeSH
Market value$76.63M
3.86%
Sole
334.49K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares3.31M
TypeSH
Market value$69.64M
3.51%
Sole
3.31M
Shared
0.00
None
0.00
VIRIDIAN THERAPEUTICS INC
SOLEShares1.78M
TypeSH
Market value$55.46M
2.79%
Sole
1.78M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares1.20M
TypeSH
Market value$55.26M
2.78%
Sole
1.20M
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares1.17M
TypeSH
Market value$44.90M
2.26%
Sole
1.17M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares95.87K
TypeSH
Market value$44.76M
2.26%
Sole
95.87K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares186.26K
TypeSH
Market value$42.64M
2.15%
Sole
186.26K
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares538.22K
TypeSH
Market value$42.58M
2.15%
Sole
538.22K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.43M
TypeSH
Market value$38.97M
1.96%
Sole
1.43M
Shared
0.00
None
0.00
BRUKER CORP
SOLEShares783.79K
TypeSH
Market value$36.92M
1.86%
Sole
783.79K
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares3.18M
TypeSH
Market value$36.40M
1.83%
Sole
3.18M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares44.90K
TypeSH
Market value$30.62M
1.54%
Sole
44.90K
Shared
0.00
None
0.00
COMMUNITY HEALTH SYS INC NEW
SOLEShares7.94M
TypeSH
Market value$24.78M
1.25%
Sole
7.94M
Shared
0.00
None
0.00
EXACT SCIENCES CORP
SOLEShares241.68K
TypeSH
Market value$24.54M
1.24%
Sole
241.68K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares2.99M
TypeSH
Market value$23.34M
1.18%
Sole
2.99M
Shared
0.00
None
0.00
GERON CORP
SOLEShares17.66M
TypeSH
Market value$23.31M
1.17%
Sole
17.66M
Shared
0.00
None
0.00
BIO-TECHNE CORP
SOLEShares377.40K
TypeSH
Market value$22.20M
1.12%
Sole
377.40K
Shared
0.00
None
0.00
CIDARA THERAPEUTICS INC
SOLEShares98.72K
TypeSH
Market value$21.81M
1.10%
Sole
98.72K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares74.71K
TypeSH
Market value$21.24M
1.07%
Sole
74.71K
Shared
0.00
None
0.00
BETA BIONICS INC
SOLEShares678.26K
TypeSH
Market value$20.67M
1.04%
Sole
678.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VERA THERAPEUTICS INCSOLE | CL A | 3.07M | SH | $155.58M 7.84% | 3.07M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 225K | SH | $138.22M 6.97% | 225K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 2.68M | SH | $131.41M 6.62% | 2.68M | 0.00 | 0.00 |
UNITED THERAPEUTICS CORP DELSOLE | COM | 252.59K | SH | $123.08M 6.20% | 252.59K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 657.83K | SH | $88.71M 4.47% | 657.83K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 334.49K | SH | $76.63M 3.86% | 334.49K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 3.31M | SH | $69.64M 3.51% | 3.31M | 0.00 | 0.00 |
VIRIDIAN THERAPEUTICS INCSOLE | COM | 1.78M | SH | $55.46M 2.79% | 1.78M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 1.20M | SH | $55.26M 2.78% | 1.20M | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 1.17M | SH | $44.90M 2.26% | 1.17M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 95.87K | SH | $44.76M 2.26% | 95.87K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 186.26K | SH | $42.64M 2.15% | 186.26K | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 538.22K | SH | $42.58M 2.15% | 538.22K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.43M | SH | $38.97M 1.96% | 1.43M | 0.00 | 0.00 |
BRUKER CORPSOLE | COM | 783.79K | SH | $36.92M 1.86% | 783.79K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 3.18M | SH | $36.40M 1.83% | 3.18M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 44.90K | SH | $30.62M 1.54% | 44.90K | 0.00 | 0.00 |
COMMUNITY HEALTH SYS INC NEWSOLE | COM | 7.94M | SH | $24.78M 1.25% | 7.94M | 0.00 | 0.00 |
EXACT SCIENCES CORPSOLE | COM | 241.68K | SH | $24.54M 1.24% | 241.68K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 2.99M | SH | $23.34M 1.18% | 2.99M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 17.66M | SH | $23.31M 1.17% | 17.66M | 0.00 | 0.00 |
BIO-TECHNE CORPSOLE | COM | 377.40K | SH | $22.20M 1.12% | 377.40K | 0.00 | 0.00 |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 98.72K | SH | $21.81M 1.10% | 98.72K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 74.71K | SH | $21.24M 1.07% | 74.71K | 0.00 | 0.00 |
BETA BIONICS INCSOLE | COM | 678.26K | SH | $20.67M 1.04% | 678.26K | 0.00 | 0.00 |
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