Filed: 5/15/2026ACC: 0001697013-26-000003
📋 What this filing means
EVERSEPT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $1.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$1.90B
Total AUM (reported)
94.07M
Total Shares
Allocation by class
COM$1.10B58.2%
UNIT SER 1$137.77M7.3%
SPONSORED ADS$115.34M6.1%
COM NEW$107.59M5.7%
SPONSORED ADR$100.66M5.3%
CL A$89.34M4.7%
TR UNIT$69.59M3.7%
Portfolio Concentration
Top 3$398.53M21.0%
4–10$510.31M26.9%
11–25$507.55M26.8%
Rest$480.04M25.3%
Top 3 weight
21.0%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 94.07M
Sole
Full voting authority
94.07M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
UNITED THERAPEUTICS CORP DEL
SOLEShares264.27K
TypeSH
Market value$156.71M
8.26%
Sole
264.27K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares238.70K
TypeSH
Market value$137.77M
7.26%
Sole
238.70K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares934.42K
TypeSH
Market value$104.05M
5.49%
Sole
934.42K
Shared
0.00
None
0.00
GSK PLC
SOLEShares1.79M
TypeSH
Market value$98.52M
5.20%
Sole
1.79M
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.17M
TypeSH
Market value$87.43M
4.61%
Sole
2.17M
Shared
0.00
None
0.00
NATERA INC
SOLEShares384.71K
TypeSH
Market value$76.94M
4.06%
Sole
384.71K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares107K
TypeSH
Market value$69.59M
3.67%
Sole
107K
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares2.89M
TypeSH
Market value$67.41M
3.55%
Sole
2.89M
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.79M
TypeSH
Market value$56.72M
2.99%
Sole
1.79M
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares924.19K
TypeSH
Market value$53.70M
2.83%
Sole
924.19K
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares3.57M
TypeSH
Market value$48.82M
2.57%
Sole
3.57M
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares632.10K
TypeSH
Market value$47.46M
2.50%
Sole
632.10K
Shared
0.00
None
0.00
QIAGEN NV
SOLEShares1.02M
TypeSH
Market value$40.91M
2.16%
Sole
1.02M
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares90K
TypeSH
Market value$40.19M
2.12%
Sole
90K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares79.23K
TypeSH
Market value$37.49M
1.98%
Sole
79.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares428.80K
TypeSH
Market value$37.17M
1.96%
Sole
428.80K
Shared
0.00
None
0.00
WELLTOWER INC
SOLEShares180.95K
TypeSH
Market value$35.78M
1.89%
Sole
180.95K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC
SOLEShares1.98M
TypeSH
Market value$32.55M
1.72%
Sole
1.98M
Shared
0.00
None
0.00
INSULET CORP
SOLEShares143.55K
TypeSH
Market value$30.12M
1.59%
Sole
143.55K
Shared
0.00
None
0.00
BIOCRYST PHARMACEUTICALS INC
SOLEShares3.04M
TypeSH
Market value$28.94M
1.53%
Sole
3.04M
Shared
0.00
None
0.00
GERON CORP
SOLEShares18.83M
TypeSH
Market value$28.06M
1.48%
Sole
18.83M
Shared
0.00
None
0.00
OMEGA HEALTHCARE INVS INC
SOLEShares585.68K
TypeSH
Market value$25.66M
1.35%
Sole
585.68K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares677.39K
TypeSH
Market value$25.56M
1.35%
Sole
677.39K
Shared
0.00
None
0.00
COMMUNITY HEALTH SYS INC NEW
SOLEShares8.68M
TypeSH
Market value$25.51M
1.35%
Sole
8.68M
Shared
0.00
None
0.00
AVANTOR INC
SOLEShares2.97M
TypeSH
Market value$23.32M
1.23%
Sole
2.97M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP DELSOLE | COM | 264.27K | SH | $156.71M 8.26% | 264.27K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 238.70K | SH | $137.77M 7.26% | 238.70K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 934.42K | SH | $104.05M 5.49% | 934.42K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 1.79M | SH | $98.52M 5.20% | 1.79M | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.17M | SH | $87.43M 4.61% | 2.17M | 0.00 | 0.00 |
NATERA INCSOLE | COM | 384.71K | SH | $76.94M 4.06% | 384.71K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 107K | SH | $69.59M 3.67% | 107K | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 2.89M | SH | $67.41M 3.55% | 2.89M | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.79M | SH | $56.72M 2.99% | 1.79M | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 924.19K | SH | $53.70M 2.83% | 924.19K | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 3.57M | SH | $48.82M 2.57% | 3.57M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 632.10K | SH | $47.46M 2.50% | 632.10K | 0.00 | 0.00 |
QIAGEN NVSOLE | ORD SHARES | 1.02M | SH | $40.91M 2.16% | 1.02M | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 90K | SH | $40.19M 2.12% | 90K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 79.23K | SH | $37.49M 1.98% | 79.23K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 428.80K | SH | $37.17M 1.96% | 428.80K | 0.00 | 0.00 |
WELLTOWER INCSOLE | COM | 180.95K | SH | $35.78M 1.89% | 180.95K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INCSOLE | COM | 1.98M | SH | $32.55M 1.72% | 1.98M | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 143.55K | SH | $30.12M 1.59% | 143.55K | 0.00 | 0.00 |
BIOCRYST PHARMACEUTICALS INCSOLE | COM | 3.04M | SH | $28.94M 1.53% | 3.04M | 0.00 | 0.00 |
GERON CORPSOLE | COM | 18.83M | SH | $28.06M 1.48% | 18.83M | 0.00 | 0.00 |
OMEGA HEALTHCARE INVS INCSOLE | COM | 585.68K | SH | $25.66M 1.35% | 585.68K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 677.39K | SH | $25.56M 1.35% | 677.39K | 0.00 | 0.00 |
COMMUNITY HEALTH SYS INC NEWSOLE | COM | 8.68M | SH | $25.51M 1.35% | 8.68M | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 2.97M | SH | $23.32M 1.23% | 2.97M | 0.00 | 0.00 |
Page 1 of 5
…