Eversept Partners, LP
•CIK: 1697013•Filing: Q4 2025
**Eversept Partners, LP** manages $2.0B across a diversified portfolio of 107 positions. The fund exhibits significant concentration in select names, notably maintaining a $155.6M position in VERA and a $138.2M holding in NDQ. Further top-tier allocations include $131.4M in GSK and $123.1M in UTH, signaling targeted conviction across multiple sectors. This structure suggests a highly concentrated, research-driven approach to generating alpha.
Total AUM
$1.8B
+ $201.0M in options
QoQ Performance
+36.6%
Positions
103
+ 4 options
Top 10 Concentration
47.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VERA
NDQ
GSK
UTH
VERA7.8%
NDQ7.0%
GSK6.6%
UTH6.2%
ABVX4.5%
NTRA3.9%
SNDX3.5%
VRDN2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.4%
Healthcare5.0%
ETF1.5%
🚪 Exited Positionssold since Q3 2025
—
ZIMVIE INC
SOLD
$39.4M
+11 more exited positions
Changes from Q3 2025
NEW38 new positions
↑37 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023