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CIK: 0001697013
Total reported value
$1.9B
$1.9B
74 檔
28.6%
During the Q2 2024 filing period, Eversept Partners, LP (CIK: 0001697013) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 74 reported positions.
Eversept Partners, LP executed strategic sector rebalancing during Q2 2024, establishing 11 new positions while fully exiting 9 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.37% | -3.49% | -12.61% | |
| 2 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 9.14% | -3.89% | -8.06% | |
| 3 | NTRA | Natera Inc | Stock-Healthcare | 8.70% | -1.58% | -34.00% | |
| 4 | INSM | Insmed Inc | Stock-Healthcare | 5.30% | +0.55% | — | |
| 5 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 5.25% | — | -21.65% | |
| 6 | UTHR | United Therapeutics CORP | Stock-Healthcare | 5.13% | -0.17% | -6.29% | |
| 7 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 5.08% | -0.38% | +15.34% | |
| 8 | VERA | Vera Therapeutics Inc | Stock-Other | 5.06% | +0.32% | +12.03% | |
| 9 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 4.88% | — | +26.70% | |
| 10 | RVTY | Revvity Inc | Stock-Healthcare | 3.24% | +0.09% | -6.54% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 2.98% | +0.01% | +30.49% | |
| 12 | TECH | Bio-techne CORP | Stock-Healthcare | 2.66% | -0.28% | -10.64% | |
| 13 | HQY | Healthequity Inc | Stock-Healthcare | 2.44% | -0.23% | EXIT | |
| 14 | CYH | Community Health Systems Inc | Stock-Other | 1.85% | +0.01% | +0.71% | |
| 15 | RGEN | Repligen CORP | Stock-Healthcare | 1.68% | -0.65% | +2258.76% | |
| 16 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.60% | +0.46% | -10.98% | |
| 17 | IONS | Ionis Pharmaceuticals Inc | Stock-Healthcare | 1.49% | +0.23% | +21.37% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.44% | +0.42% | NEW | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | +0.33% | +64.89% | |
| 20 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.20% | +0.37% | NEW | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | -3.67% | EXIT | |
| 22 | ARGX | Argenx Se - Adr | Stock-Healthcare | 1.02% | — | -36.55% | |
| 23 | HUM | Humana Inc | Stock-Healthcare | 0.97% | +0.64% | NEW | |
| 24 | VTRS | Viatris Inc | Stock-Healthcare | 0.97% | — | +0.97% | |
| 25 | ZIMV | Zimvie Inc | Stock-Other | 0.96% | — | +35.99% | |
| 26 | MNKD | Mannkind CORP | Stock-Other | 0.81% | — | -5.61% | |
| 27 | BKD | Brookdale Senior Living Inc | Stock-Other | 0.72% | +0.27% | +17.29% | |
| 28 | DHR | Danaher CORP | Stock-Healthcare | 0.70% | — | — | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.63% | +0.05% | — | |
| 30 | TVTX | Travere Therapeutics Inc | Stock-Other | 0.61% | +1.50% | +14.18% | |
| 31 | ELV | Elevance Health Inc | Stock-Healthcare | 0.54% | — | +1.83% | |
| 32 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 0.53% | -0.54% | — | |
| 33 | CNC | Centene CORP | Stock-Healthcare | 0.53% | -0.19% | EXIT | |
| 34 | VRDN | Viridian Therapeutics Inc | Stock-Other | 0.51% | +0.05% | +299.43% | |
| 35 | VKTX | Viking Therapeutics Inc | Stock-Healthcare | 0.50% | +0.81% | +506.93% | |
| 36 | PCVX | Vaxcyte Inc | Stock-Other | 0.50% | -0.93% | -51.31% | |
| 37 | BCRX | Biocryst Pharmaceuticals Inc | Stock-Other | 0.49% | -0.56% | -19.54% | |
| 38 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.47% | — | — | |
| 39 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.43% | — | -6.80% | |
| 40 | EOLS | Evolus Inc | Stock-Other | 0.43% | — | — | |
| 41 | MOH | Molina Healthcare Inc | Stock-Healthcare | 0.37% | +0.73% | +213.61% | |
| 42 | STRO | Sutro Biopharma, Inc. | Stock-Other | 0.35% | — | +59.35% | |
| 43 | GOSS | Gossamer Bio Inc | Stock-Other | 0.34% | — | -8.51% | |
| 44 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 0.34% | — | — | |
| 45 | CERE1EUR | Cerevel Therapeutics Holding | Stock-Other | 0.31% | — | — | |
| 46 | LQDA | Liquidia CORP | Stock-Other | 0.31% | +0.42% | -5.71% | |
| 47 | MYGN | Myriad Genetics Inc | Stock-Other | 0.30% | — | — | |
| 48 | PBYI | Puma Biotechnology Inc | Stock-Other | 0.30% | — | -6.87% | |
| 49 | KPTIEUR | Karyopharm Therapeutics Inc | Stock-Other | 0.30% | — | -0.58% | |
| 50 | TSVT* | 2seventy Bio Inc | Stock-Other | 0.29% | — | -5.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INSM | Insmed Inc | +5.3% | NEW | New buy |
| 2 | RGEN | Repligen CORP | +1.6% | +2258.76% | Add |
| 3 | UTHR | United Therapeutics CORP | +1.3% | -6.29% | Trim |
| 4 | NVO | Novo-nordisk A/s-spons Adr | +0.9% | +135.72% | Add |
| 5 | HCA | Hca Healthcare Inc | +0.7% | +30.49% | Add |
| 6 | LLY | Eli Lilly & Co | +0.7% | +64.89% | Add |
| 7 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | NEW | New buy |
| 8 | ARQT | Arcutis Biotherapeutics Inc | +0.5% | NEW | New buy |
| 9 | CYTK | Cytokinetics Inc | +0.5% | NEW | New buy |
| 10 | EOLS | Evolus Inc | +0.4% | NEW | New buy |
| 11 | PTGX | Protagonist Therapeutics Inc | +0.4% | +22.93% | Add |
| 12 | IONS | Ionis Pharmaceuticals Inc | +0.4% | +21.37% | Add |
| 13 | VKTX | Viking Therapeutics Inc | +0.4% | +506.93% | Add |
| 14 | OSCR | Oscar Health Inc - Class A | +0.3% | NEW | New buy |
| 15 | VRDN | Viridian Therapeutics Inc | +0.3% | +299.43% | Add |
| 16 | ZIMV | Zimvie Inc | +0.3% | +35.99% | Add |
| 17 | CERE1EUR | Cerevel Therapeutics Holding | +0.3% | NEW | New buy |
| 18 | MYGN | Myriad Genetics Inc | +0.3% | NEW | New buy |
| 19 | MLTX | Moonlake Immunotherapeutics | +0.2% | NEW | New buy |
| 20 | MOH | Molina Healthcare Inc | +0.2% | +213.61% | Add |
| 21 | TRML | Tourmaline Bio Inc | +0.2% | NEW | New buy |
| 22 | AUTL | Autolus Therapeutics PLC | +0.2% | NEW | New buy |
| 23 | GOSS | Gossamer Bio Inc | -0.1% | -8.51% | Trim |
| 24 | TSVT* | 2seventy Bio Inc | -0.1% | -5.94% | Trim |
| 25 | RVTY | Revvity Inc | -0.1% | -6.54% | Trim |
| 26 | ✓ | Amarin Corp PLC | -0.2% | -30.65% | Trim |
| 27 | VERA | Vera Therapeutics Inc | -0.2% | +12.03% | Add |
| 28 | TECH | Bio-techne CORP | -0.2% | -10.64% | Trim |
| 29 | PBYI | Puma Biotechnology Inc | -0.2% | -6.87% | Trim |
| 30 | STOK | Stoke Therapeutics Inc | -0.2% | -78.87% | Trim |
| 31 | MOR2 | Morphosys AG Adr | -0.2% | EXIT | Sold out |
| 32 | KPTIEUR | Karyopharm Therapeutics Inc | -0.2% | -0.58% | Trim |
| 33 | KRYS | Krystal Biotech Inc | -0.2% | EXIT | Sold out |
| 34 | CRBP | Corbus Pharmaceuticals Holdi | -0.2% | EXIT | Sold out |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -12.61% | Trim |
| 36 | WAT | Waters CORP | -0.3% | EXIT | Sold out |
| 37 | IMVT | Immunovant Inc | -0.4% | -63.64% | Trim |
| 38 | CLDX | Celldex Therapeutics Inc | -0.4% | -10.98% | Trim |
| 39 | PCVX | Vaxcyte Inc | -0.4% | -51.31% | Trim |
| 40 | ARGX | Argenx Se - Adr | -0.4% | -36.55% | Trim |
| 41 | TEVA | Teva Pharmaceutical-sp Adr | -0.4% | -21.65% | Trim |
| 42 | GH | Guardant Health Inc | -0.4% | -77.90% | Trim |
| 43 | TSHA | Taysha Gene Therapies Inc | -0.5% | EXIT | Sold out |
| 44 | ✓ | Taro Pharmaceutical Inds LTD | -0.7% | EXIT | Sold out |
| 45 | INSP | Inspire Medical Systems Inc | -1.2% | +26.70% | Add |
| 46 | THC | Tenet Healthcare CORP | -1.2% | EXIT | Sold out |
| 47 | GSK | Gsk Plc-spon Adr | -1.7% | -8.06% | Trim |
| 48 | SWAVUSD | Shockwave Medical Inc | -1.8% | EXIT | Sold out |
| 49 | PFE | Pfizer Inc | -2% | EXIT | Sold out |
| 50 | NTRA | Natera Inc | -2.2% | -34.00% | Trim |
According to official SEC Form 13F filings, Eversept Partners, LP reported a total U.S. public equity portfolio value of $1.9B across 74 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, GSK, NTRA) accounted for 28.6% of total reported equity market value during Q2 2024.
Top New Position Initiated
INSM
市值: $77.4M
Top Position Liquidated / Trimmed
PFE
前期市值: $30.6M
During Q2 2024, Eversept Partners, LP's top holdings by market value included QQQ (9.4%)、GSK (9.1%)、NTRA (8.7%). The largest single position, QQQ, represented 9.4% of total portfolio value.
In Q2 2024, Eversept Partners, LP made 50 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 18 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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