Eversept Partners, L.P. is an SEC-registered investment adviser based in New York, NY that reports managing 3 hedge funds on Form ADV. It reports $2.7 billion in regulatory assets under management. Its private funds, of all types, hold $2.3 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +47.6% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $2.7 billionForm ADV Item 5.F
- Gross assets of private funds
- $2.3 billionAll private fund types, Form ADV
- Hedge funds managed
- 33 private funds in total
- Employees
- 10Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 282358
- Latest Form ADV
- 03/31/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
Estimated by AltMountain, derived from the firm’s public Form 13F filings. Not reported by the firm and not the return of any fund.
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +11.5% | +14.8% |
| Q1 2026 | -4.6% | -4.6% |
| Q4 2025 | +23.1% | +2.4% |
| Q3 2025 | +14.1% | +7.8% |
| Q2 2025 | +3.2% | +10.4% |
| Q1 2025 | -8.3% | -4.5% |
| Q4 2024 | -8.6% | +2.1% |
| Q3 2024 | +14.2% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Manager of this firm? Report your fund’s actual net return, or email hello@altmountain.com to correct or remove this estimate. Removal requests from the firm are honored.
13F holdings as of Jun 30, 2026
The 50 largest of 115 share positions ($1,834,367,679) reported by Eversept Partners, LP on Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. Shown as filed with the SEC. Original filing on SEC.gov ↗
| Stock | Value | % of 13F portfolio | Shares | Shares vs prior quarter |
|---|---|---|---|---|
| United Therapeutics Corp Del | $155,867,152 | 8.50% | 287,668 | +8.85% |
| Abivax SA | $121,783,649 | 6.64% | 913,880 | -2.20% |
| Encompass Health Corp | $103,800,973 | 5.66% | 1,026,919 | +429.06% |
| Ensign Group Inc | $96,513,264 | 5.26% | 602,079 | +3,978.85% |
| Vera Therapeutics Inc | $94,949,961 | 5.18% | 2,212,770 | +1.82% |
| Celldex Therapeutics Inc New | $66,454,865 | 3.62% | 1,785,941 | -0.12% |
| Syndax Pharmaceuticals Inc | $61,168,871 | 3.33% | 2,798,210 | -3.03% |
| Brookdale SR Living Inc | $54,649,202 | 2.98% | 3,396,470 | -4.82% |
| Ionis Pharmaceuticals Inc | $52,702,794 | 2.87% | 664,684 | +5.15% |
| Natera Inc | $47,722,810 | 2.60% | 175,807 | -54.30% |
| Travere Therapeutics Inc | $45,389,656 | 2.47% | 798,973 | +47.25% |
| Caretrust REIT Inc | $43,255,805 | 2.36% | 1,072,015 | New |
| Hca Healthcare Inc | $38,307,472 | 2.09% | 98,252 | +24.01% |
| Vaxcyte Inc | $36,619,110 | 2.00% | 629,952 | -31.84% |
| Liquidia Corporation | $34,176,424 | 1.86% | 428,652 | -36.72% |
| Community Health SYS Inc New | $26,267,680 | 1.43% | 7,864,575 | -9.37% |
| GSK PLC | $25,257,686 | 1.38% | 481,833 | -73.01% |
| Chemed Corp New | $24,462,062 | 1.33% | 52,523 | +69.12% |
| Eli Lilly & Co | $24,127,734 | 1.32% | 20,116 | +5.87% |
| Geron Corp | $23,958,300 | 1.31% | 18,717,422 | -0.62% |
| Viking Therapeutics Inc | $23,519,987 | 1.28% | 602,922 | +152.15% |
| Omega Healthcare Invs Inc | $23,055,521 | 1.26% | 483,547 | -17.44% |
| Insulet Corp | $22,657,236 | 1.24% | 148,816 | +3.67% |
| Tenet Healthcare Corp | $21,364,349 | 1.16% | 114,199 | +286.96% |
| Unitedhealth Group Inc | $21,257,396 | 1.16% | 51,145 | New |
| Welltower Inc | $19,817,205 | 1.08% | 87,312 | -51.75% |
| Beta Bionics Inc | $19,578,740 | 1.07% | 1,249,441 | -11.69% |
| Cogent Biosciences Inc | $18,972,094 | 1.03% | 490,235 | New |
| Biocryst Pharmaceuticals Inc | $18,656,530 | 1.02% | 1,865,653 | -38.63% |
| Molina Healthcare Inc | $18,431,848 | 1.00% | 80,594 | +145.63% |
| Pennant Group Inc | $17,007,050 | 0.93% | 460,272 | +47.44% |
| LTC Pptys Inc | $16,173,608 | 0.88% | 420,640 | +31.02% |
| Insmed Inc | $15,908,664 | 0.87% | 149,209 | New |
| Viridian Therapeutics Inc | $15,268,079 | 0.83% | 831,142 | +16.53% |
| Biomarin Pharmaceutical Inc | $14,282,513 | 0.78% | 249,607 | +20.14% |
| Amn Healthcare Svcs Inc | $13,871,548 | 0.76% | 428,531 | New |
| Celcuity Inc | $13,384,141 | 0.73% | 127,931 | New |
| Pharvaris N V | $13,361,124 | 0.73% | 386,383 | -5.06% |
| Cytomx Therapeutics Inc. | $13,344,364 | 0.73% | 3,558,497 | +11.60% |
| Humana Inc | $12,381,745 | 0.68% | 31,171 | New |
| Xenon Pharmaceuticals Inc | $11,862,672 | 0.65% | 196,532 | +51.68% |
| Corvus Pharmaceuticals Inc | $11,175,030 | 0.61% | 747,994 | New |
| Ascendis Pharma A/s | $11,101,153 | 0.61% | 41,621 | New |
| Bruker Corp | $11,006,561 | 0.60% | 182,894 | +56.30% |
| Moderna Inc | $10,653,104 | 0.58% | 152,122 | -4.75% |
| Structure Therapeutics Inc | $10,535,528 | 0.57% | 196,302 | +42.21% |
| Definium Therapeutics Inc | $10,216,382 | 0.56% | 217,185 | +35.13% |
| Compass Pathways PLC | $9,520,474 | 0.52% | 672,825 | -0.75% |
| Newamsterdam Pharma Company | $9,335,712 | 0.51% | 275,471 | -3.60% |
| Revvity Inc | $9,304,006 | 0.51% | 83,624 | -1.45% |
Changes since Mar 31, 2026
Comparing the share counts in the two quarter-end filings: 32 new positions, 21 sold out, 37 increased, 39 reduced and 7 unchanged.
New positions
| Stock | Value | Shares |
|---|---|---|
| Caretrust REIT Inc | $43,255,805 | 1,072,015 |
| Unitedhealth Group Inc | $21,257,396 | 51,145 |
| Cogent Biosciences Inc | $18,972,094 | 490,235 |
| Insmed Inc | $15,908,664 | 149,209 |
| Amn Healthcare Svcs Inc | $13,871,548 | 428,531 |
| Celcuity Inc | $13,384,141 | 127,931 |
| Humana Inc | $12,381,745 | 31,171 |
| Corvus Pharmaceuticals Inc | $11,175,030 | 747,994 |
| Ascendis Pharma A/s | $11,101,153 | 41,621 |
| Mineralys Therapeutics Inc | $8,355,409 | 309,689 |
| Novo-nordisk A S | $8,112,742 | 169,227 |
| Biohaven LTD | $7,675,164 | 515,804 |
| Protagonist Therapeutics Inc | $7,171,420 | 58,504 |
| Enliven Therapeutics Inc | $6,934,023 | 136,631 |
| Beam Therapeutics Inc | $5,707,038 | 166,289 |
| National Health Invs Inc | $5,389,523 | 70,673 |
| Pacs Group Inc | $5,007,684 | 117,441 |
| National Healthcare Corp | $4,674,438 | 22,116 |
| Eyepoint Inc | $4,257,610 | 297,735 |
| Tarsus Pharmaceuticals Inc | $3,506,387 | 55,710 |
Sold out
| Stock | Value at Mar 31, 2026 | Shares held then |
|---|---|---|
| Healthpeak Properties Inc | $32,548,980 | 1,981,070 |
| Avantor Inc | $23,318,410 | 2,974,287 |
| Qiagen NV | $21,835,013 | 545,330 |
| Icon Pub LTD Co | $7,601,014 | 68,688 |
| Agios Pharmaceuticals Inc | $6,766,000 | 200,000 |
| Madrigal Pharmaceuticals Inc | $5,234,700 | 10,000 |
| Esperion Therapeutics Inc Ne | $4,756,539 | 1,735,963 |
| Healthequity Inc | $4,313,382 | 51,614 |
| Day One Biopharmaceuticals I | $3,942,859 | 183,902 |
| Centene Corp Del | $3,655,486 | 111,652 |
| Engene Holdings Inc | $3,476,798 | 510,543 |
| Enhabit Inc | $3,204,785 | 227,451 |
| Sutro Biopharma Inc | $1,822,441 | 73,161 |
| Novocure LTD | $1,470,595 | 134,917 |
| Bioventus Inc | $1,452,674 | 159,110 |
| Immunocore Hldgs PLC | $1,183,026 | 39,238 |
| Tyra Biosciences Inc | $1,036,206 | 27,055 |
| Passage Bio Inc | $1,032,911 | 131,581 |
| Diversified Healthcare TR | $1,004,519 | 151,283 |
| Inmode LTD | $926,738 | 67,744 |
Largest increases
| Stock | Change in shares | Change | Value now | Shares now |
|---|---|---|---|---|
| Ensign Group Inc | +587,318 | +3,978.85% | $96,513,264 | 602,079 |
| Encompass Health Corp | +832,815 | +429.06% | $103,800,973 | 1,026,919 |
| Tenet Healthcare Corp | +84,687 | +286.96% | $21,364,349 | 114,199 |
| Travere Therapeutics Inc | +256,363 | +47.25% | $45,389,656 | 798,973 |
| Viking Therapeutics Inc | +363,812 | +152.15% | $23,519,987 | 602,922 |
| United Therapeutics Corp Del | +23,397 | +8.85% | $155,867,152 | 287,668 |
| Molina Healthcare Inc | +47,783 | +145.63% | $18,431,848 | 80,594 |
| Chemed Corp New | +21,466 | +69.12% | $24,462,062 | 52,523 |
| Hca Healthcare Inc | +19,023 | +24.01% | $38,307,472 | 98,252 |
| Pennant Group Inc | +148,094 | +47.44% | $17,007,050 | 460,272 |
| Xenon Pharmaceuticals Inc | +66,958 | +51.68% | $11,862,672 | 196,532 |
| Bruker Corp | +65,881 | +56.30% | $11,006,561 | 182,894 |
| LTC Pptys Inc | +99,594 | +31.02% | $16,173,608 | 420,640 |
| Structure Therapeutics Inc | +58,266 | +42.21% | $10,535,528 | 196,302 |
| Relay Therapeutics Inc | +163,609 | +60.44% | $8,126,015 | 434,314 |
| Ultragenyx Pharmaceutical In | +91,555 | +146.31% | $5,146,401 | 154,130 |
| Sonida Senior Living Inc | +74,187 | +260.88% | $4,187,059 | 102,624 |
| Anaptysbio Inc | +42,894 | +158.34% | $4,723,852 | 69,983 |
| Replimune Group Inc | +255,391 | +76.27% | $6,534,090 | 590,252 |
| LB Pharmaceuticals Inc | +83,465 | +83.30% | $5,960,783 | 183,663 |
Largest reductions
| Stock | Change in shares | Change | Value now | Shares now |
|---|---|---|---|---|
| GSK PLC | -1,303,342 | -73.01% | $25,257,686 | 481,833 |
| Natera Inc | -208,906 | -54.30% | $47,722,810 | 175,807 |
| Welltower Inc | -93,641 | -51.75% | $19,817,205 | 87,312 |
| Liquidia Corporation | -248,740 | -36.72% | $34,176,424 | 428,652 |
| Vaxcyte Inc | -294,241 | -31.84% | $36,619,110 | 629,952 |
| Agilon Health Inc | -138,796 | -78.60% | $4,050,547 | 37,792 |
| Repligen Corp | -106,384 | -88.08% | $1,964,872 | 14,401 |
| Biocryst Pharmaceuticals Inc | -1,174,167 | -38.63% | $18,656,530 | 1,865,653 |
| Arcutis Biotherapeutics Inc | -441,225 | -76.52% | $3,549,008 | 135,355 |
| Bio-techne Corp | -106,588 | -84.66% | $1,364,110 | 19,308 |
| Omega Healthcare Invs Inc | -102,133 | -17.44% | $23,055,521 | 483,547 |
| Glaukos Corp | -30,871 | -51.27% | $4,100,978 | 29,343 |
| Ardelyx Inc | -551,101 | -24.72% | $8,559,560 | 1,678,345 |
| Brookdale SR Living Inc | -172,085 | -4.82% | $54,649,202 | 3,396,470 |
| Abivax SA | -20,543 | -2.20% | $121,783,649 | 913,880 |
| Community Health SYS Inc New | -812,706 | -9.37% | $26,267,680 | 7,864,575 |
| Beta Bionics Inc | -165,397 | -11.69% | $19,578,740 | 1,249,441 |
| Anteris Technologies Global | -234,958 | -58.57% | $1,637,356 | 166,229 |
| Syndax Pharmaceuticals Inc | -87,412 | -3.03% | $61,168,871 | 2,798,210 |
| Palisade Bio Inc | -804,714 | -16.13% | $8,742,021 | 4,182,785 |
Each list shows up to 20 positions, largest first by dollar amount. Changes compare two quarter-end snapshots, with the earlier share count adjusted for stock splits AltMountain detected. They do not show when, or at what price, anything was bought or sold.
From public Form 13F filings, not verified. Form 13F is filed up to 45 days after the quarter ends, so positions may have changed. It lists only certain long positions in U.S.-listed stocks and exchange-traded funds; options are not shown here, and short positions, most bonds, cash, non-U.S. securities and private investments are not reported at all, so a holding may be one side of a hedge. A filing covers the manager as a whole, not any single fund, and filings contain errors. This is not investment advice or a recommendation to buy or sell any security. Disclosures
Hedge funds filing Form D (3)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private investment funds filing Form D (2)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (3)
As reported in the adviser's Form ADV filed Mar 25, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures