StockDriftsStockDriftsTop 50 Eversept Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | 8.5% | 287.7K | $155.9M | +8.85%(+23.40K) | $346.51(+44.66%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 6.64% | 913.9K | $121.8M | -2.20%(-20.54K) | $84.76(+47.18%) | 2026-06-30 | |
| EHC | ENCOMPASS HEALTH CORP | 5.66% | 1.03M | $103.8M | +429.06%(+832.82K) | $101.28(+21.99%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC | 5.26% | 602.1K | $96.5M | +3978.85%(+587.32K) | $180.54(+1.14%) | 2026-06-30 | |
| VERA | VERA THERAPEUTICS INC | 5.18% | 2.21M | $94.9M | +1.82%(+39.48K) | $23.77(+21.52%) | 2026-06-30 | |
| CLDX | CELLDEX THERAPEUTICS INC NEW | 3.62% | 1.79M | $66.5M | -0.12%(-2.08K) | $29.18(+46.04%) | 2026-06-30 | |
| SNDX | SYNDAX PHARMACEUTICALS INC | 3.33% | 2.80M | $61.2M | -3.03%(-87.41K) | $13.49(+41.40%) | 2026-06-30 | |
| BKD | BROOKDALE SR LIVING INC | 2.98% | 3.40M | $54.6M | -4.82%(-172.09K) | $11.61(+11.54%) | 2026-06-30 | |
| IONS | IONIS PHARMACEUTICALS INC | 2.87% | 664.7K | $52.7M | +5.15%(+32.58K) | $44.49(+25.57%) | 2026-06-30 | |
| NTRA | NATERA INC | 2.6% | 175.8K | $47.7M | -54.30%(-208.91K) | $67.29(+361.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.87% | +85.50% | +8.43% | +49.85% |
| Top 20 Holdings Unweighted | +20.59% | +75.34% | +8.20% | +48.32% |
Eversept Partners LP reports $1.93B in US-listed equity holdings across 115 positions in its most recent 13F filing. Its largest disclosed positions are UTHR (8.5%), ABVX (6.6%) and EHC (5.7%). The top 20 holdings account for 64.19% of reported assets. Its disclosed equity book has returned +85.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eversept Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697013). View Eversept Partners LP’s 13F filings on SEC