Filed: 8/14/2026ACC: 0001697013-26-000005
📋 What this filing means
EVERSEPT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $1.93B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$1.93B
Total AUM (reported)
86.78M
Total Shares
Allocation by class
COM$1.35B69.8%
COM NEW$144.86M7.5%
SPONSORED ADS$142.65M7.4%
CL A$97.38M5.1%
UNIT SER 1$72.61M3.8%
COM SHS$28.57M1.5%
SPONSORED ADR$27.57M1.4%
Portfolio Concentration
Top 3$381.45M19.8%
4–10$499.05M25.9%
11–25$464.99M24.1%
Rest$582.15M30.2%
Top 3 weight
19.8%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 86.78M
Sole
Full voting authority
86.78M
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)
Sole119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings119
Rows:
UNITED THERAPEUTICS CORP DEL
SOLEShares287.67K
TypeSH
Market value$155.87M
8.09%
Sole
287.67K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares913.88K
TypeSH
Market value$121.78M
6.32%
Sole
913.88K
Shared
0.00
None
0.00
ENCOMPASS HEALTH CORP
SOLEShares1.03M
TypeSH
Market value$103.80M
5.38%
Sole
1.03M
Shared
0.00
None
0.00
ENSIGN GROUP INC
SOLEShares602.08K
TypeSH
Market value$96.51M
5.01%
Sole
602.08K
Shared
0.00
None
0.00
VERA THERAPEUTICS INC
SOLEShares2.21M
TypeSH
Market value$94.95M
4.93%
Sole
2.21M
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares98.60K
TypeSH
Market value$72.61M
3.77%
Sole
98.60K
Shared
0.00
None
0.00
CELLDEX THERAPEUTICS INC NEW
SOLEShares1.79M
TypeSH
Market value$66.45M
3.45%
Sole
1.79M
Shared
0.00
None
0.00
SYNDAX PHARMACEUTICALS INC
SOLEShares2.80M
TypeSH
Market value$61.17M
3.17%
Sole
2.80M
Shared
0.00
None
0.00
BROOKDALE SR LIVING INC
SOLEShares3.40M
TypeSH
Market value$54.65M
2.84%
Sole
3.40M
Shared
0.00
None
0.00
IONIS PHARMACEUTICALS INC
SOLEShares664.68K
TypeSH
Market value$52.70M
2.73%
Sole
664.68K
Shared
0.00
None
0.00
NATERA INC
SOLEShares175.81K
TypeSH
Market value$47.72M
2.48%
Sole
175.81K
Shared
0.00
None
0.00
TRAVERE THERAPEUTICS INC
SOLEShares798.97K
TypeSH
Market value$45.39M
2.35%
Sole
798.97K
Shared
0.00
None
0.00
CARETRUST REIT INC
SOLEShares1.07M
TypeSH
Market value$43.26M
2.24%
Sole
1.07M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares98.25K
TypeSH
Market value$38.31M
1.99%
Sole
98.25K
Shared
0.00
None
0.00
VAXCYTE INC
SOLEShares629.95K
TypeSH
Market value$36.62M
1.90%
Sole
629.95K
Shared
0.00
None
0.00
LIQUIDIA CORPORATION
SOLEShares428.65K
TypeSH
Market value$34.18M
1.77%
Sole
428.65K
Shared
0.00
None
0.00
COMMUNITY HEALTH SYS INC NEW
SOLEShares7.86M
TypeSH
Market value$26.27M
1.36%
Sole
7.86M
Shared
0.00
None
0.00
INSMED INC
SOLEShares245.81K
TypeSH
Market value$26.21M
1.36%
Sole
245.81K
Shared
0.00
None
0.00
GSK PLC
SOLEShares481.83K
TypeSH
Market value$25.26M
1.31%
Sole
481.83K
Shared
0.00
None
0.00
CHEMED CORP NEW
SOLEShares52.52K
TypeSH
Market value$24.46M
1.27%
Sole
52.52K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares20.12K
TypeSH
Market value$24.13M
1.25%
Sole
20.12K
Shared
0.00
None
0.00
GERON CORP
SOLEShares18.72M
TypeSH
Market value$23.96M
1.24%
Sole
18.72M
Shared
0.00
None
0.00
VIKING THERAPEUTICS INC
SOLEShares602.92K
TypeSH
Market value$23.52M
1.22%
Sole
602.92K
Shared
0.00
None
0.00
OMEGA HEALTHCARE INVS INC
SOLEShares483.55K
TypeSH
Market value$23.06M
1.20%
Sole
483.55K
Shared
0.00
None
0.00
INSULET CORP
SOLEShares148.82K
TypeSH
Market value$22.66M
1.18%
Sole
148.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNITED THERAPEUTICS CORP DELSOLE | COM | 287.67K | SH | $155.87M 8.09% | 287.67K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 913.88K | SH | $121.78M 6.32% | 913.88K | 0.00 | 0.00 |
ENCOMPASS HEALTH CORPSOLE | COM | 1.03M | SH | $103.80M 5.38% | 1.03M | 0.00 | 0.00 |
ENSIGN GROUP INCSOLE | COM | 602.08K | SH | $96.51M 5.01% | 602.08K | 0.00 | 0.00 |
VERA THERAPEUTICS INCSOLE | CL A | 2.21M | SH | $94.95M 4.93% | 2.21M | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 98.60K | SH | $72.61M 3.77% | 98.60K | 0.00 | 0.00 |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 1.79M | SH | $66.45M 3.45% | 1.79M | 0.00 | 0.00 |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 2.80M | SH | $61.17M 3.17% | 2.80M | 0.00 | 0.00 |
BROOKDALE SR LIVING INCSOLE | COM | 3.40M | SH | $54.65M 2.84% | 3.40M | 0.00 | 0.00 |
IONIS PHARMACEUTICALS INCSOLE | COM | 664.68K | SH | $52.70M 2.73% | 664.68K | 0.00 | 0.00 |
NATERA INCSOLE | COM | 175.81K | SH | $47.72M 2.48% | 175.81K | 0.00 | 0.00 |
TRAVERE THERAPEUTICS INCSOLE | COM | 798.97K | SH | $45.39M 2.35% | 798.97K | 0.00 | 0.00 |
CARETRUST REIT INCSOLE | COM | 1.07M | SH | $43.26M 2.24% | 1.07M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 98.25K | SH | $38.31M 1.99% | 98.25K | 0.00 | 0.00 |
VAXCYTE INCSOLE | COM | 629.95K | SH | $36.62M 1.90% | 629.95K | 0.00 | 0.00 |
LIQUIDIA CORPORATIONSOLE | COM NEW | 428.65K | SH | $34.18M 1.77% | 428.65K | 0.00 | 0.00 |
COMMUNITY HEALTH SYS INC NEWSOLE | COM | 7.86M | SH | $26.27M 1.36% | 7.86M | 0.00 | 0.00 |
INSMED INCSOLE | COM PAR $.01 | 245.81K | SH | $26.21M 1.36% | 245.81K | 0.00 | 0.00 |
GSK PLCSOLE | SPONSORED ADR | 481.83K | SH | $25.26M 1.31% | 481.83K | 0.00 | 0.00 |
CHEMED CORP NEWSOLE | COM | 52.52K | SH | $24.46M 1.27% | 52.52K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 20.12K | SH | $24.13M 1.25% | 20.12K | 0.00 | 0.00 |
GERON CORPSOLE | COM | 18.72M | SH | $23.96M 1.24% | 18.72M | 0.00 | 0.00 |
VIKING THERAPEUTICS INCSOLE | COM | 602.92K | SH | $23.52M 1.22% | 602.92K | 0.00 | 0.00 |
OMEGA HEALTHCARE INVS INCSOLE | COM | 483.55K | SH | $23.06M 1.20% | 483.55K | 0.00 | 0.00 |
INSULET CORPSOLE | COM | 148.82K | SH | $22.66M 1.18% | 148.82K | 0.00 | 0.00 |
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