Eversept Partners, Lp Top Holdings and 13F Report (2024) About Eversept Partners, LpInvestment ActivityEversept Partners, Lp has $1.46 billion in total holdings as of September 30, 2024.Eversept Partners, Lp owns shares of 67 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 11.09% of the portfolio was purchased this quarter.About 23.54% of the portfolio was sold this quarter.This quarter, Eversept Partners, Lp has purchased 74 new stocks and bought additional shares in 23 stocks.Eversept Partners, Lp sold shares of 32 stocks and completely divested from 17 stocks this quarter.Largest Holdings GSK $165,858,581Invesco QQQ $121,822,272Natera $110,471,001Vera Therapeutics $90,616,939Insmed $79,526,492 Largest New Holdings this Quarter Bausch Health Companies $12,492,258 HoldingFortrea $9,159,340 HoldingIntra-Cellular Therapies $9,109,006 HoldingBiohaven $6,622,874 HoldingParagon 28 $5,004,743 Holding Largest Purchases this Quarter GSK 589,126 shares (about $24.08M)ZimVie 1,303,121 shares (about $20.68M)SPDR S&P 500 ETF Trust 29,200 shares (about $16.75M)Bausch Health Companies 1,530,914 shares (about $12.49M)Bio-Techne 120,529 shares (about $9.63M) Largest Sales this Quarter Inspire Medical Systems 256,741 shares (about $54.19M)Natera 303,301 shares (about $38.50M)United Therapeutics 104,402 shares (about $37.41M)Teva Pharmaceutical Industries 1,485,822 shares (about $26.77M)Invesco QQQ 36,000 shares (about $17.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEversept Partners, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSKGSK$165,858,581$24,083,471 ▲17.0%4,057,20611.4%MedicalQQQInvesco QQQ$121,822,272$17,570,520 ▼-12.6%249,6008.3%FinanceNTRANatera$110,471,001$38,504,062 ▼-25.8%870,1937.6%MedicalVERAVera Therapeutics$90,616,939$306,881 ▲0.3%2,050,1576.2%MedicalINSMInsmed$79,526,492$4,831,432 ▼-5.7%1,089,4045.4%MedicalSNDXSyndax Pharmaceuticals$79,027,275$9,464,878 ▲13.6%4,105,3135.4%MedicalRVTYRevvity$60,003,153$2,313,553 ▲4.0%469,6924.1%MedicalINSPInspire Medical Systems$58,306,784$54,185,189 ▼-48.2%276,2704.0%MedicalTEVATeva Pharmaceutical Industries$58,288,177$26,774,513 ▼-31.5%3,234,6384.0%MedicalCYHCommunity Health Systems$53,273,082$4,485,639 ▲9.2%8,776,4553.6%MedicalTECHBio-Techne$53,039,390$9,633,883 ▲22.2%663,5733.6%MedicalHCAHCA Healthcare$52,463,610$2,599,526 ▼-4.7%129,0843.6%MedicalUTHRUnited Therapeutics$46,925,574$37,412,457 ▼-44.4%130,9493.2%MedicalSPYSPDR S&P 500 ETF Trust$34,425,600$16,753,792 ▲94.8%60,0002.4%FinanceZIMVZimVie$32,863,279$20,680,531 ▲169.8%2,070,7802.3%MedicalHQYHealthEquity$26,116,534$7,730,978 ▼-22.8%319,0781.8%MedicalRGENRepligen$24,345,910$4,568,476 ▼-15.8%163,5931.7%MedicalVTRSViatris$20,042,970$4,610,006 ▲29.9%1,726,3541.4%MedicalPTGXProtagonist Therapeutics$20,034,180$2,728,440 ▼-12.0%445,2041.4%MedicalCLDXCelldex Therapeutics$19,201,019$2,315,161 ▼-10.8%564,9021.3%MedicalIONSIonis Pharmaceuticals$18,882,481$579,828 ▲3.2%471,3551.3%MedicalVRDNViridian Therapeutics$15,725,528$2,815,199 ▲21.8%691,2321.1%MedicalMNKDMannKind$12,532,850$1,663,378 ▼-11.7%1,992,5040.9%MedicalBHCBausch Health Companies$12,492,258$12,492,258 ▲New Holding1,530,9140.9%MedicalTVTXTravere Therapeutics$12,170,083$3,095,316 ▼-20.3%869,9130.8%MedicalHUMHumana$10,724,816$1,318,589 ▼-10.9%33,8600.7%MedicalDHRDanaher$10,684,031$674,477 ▼-5.9%38,4290.7%Multi-Sector ConglomeratesCNCCentene$10,159,714$1,440,784 ▲16.5%134,9590.7%MedicalELVElevance Health$10,121,800$2,500,160 ▲32.8%19,4650.7%MedicalFTREFortrea$9,159,340$9,159,340 ▲New Holding457,9670.6%MedicalITCIIntra-Cellular Therapies$9,109,006$9,109,006 ▲New Holding124,4910.6%MedicalEOLSEvolus$7,339,588$1,966,696 ▼-21.1%453,0610.5%MedicalBHVNBiohaven$6,622,874$6,622,874 ▲New Holding132,5370.5%MedicalARQTArcutis Biotherapeutics$6,447,346$1,344,631 ▼-17.3%693,2630.4%MedicalSTROSutro Biopharma$6,373,282$355,896 ▲5.9%1,841,9890.4%MedicalBKDBrookdale Senior Living$5,848,010$4,655,048 ▼-44.3%861,2680.4%MedicalNAMSNewAmsterdam Pharma$5,102,126$374,048 ▼-6.8%307,3570.3%MedicalFNAParagon 28$5,004,743$5,004,743 ▲New Holding749,2130.3%MedicalGOSSGossamer Bio$4,910,751$498,813 ▼-9.2%4,978,4580.3%MedicalTSVT2seventy bio$4,710,933$517,614 ▼-9.9%998,0790.3%MedicalKPTIKaryopharm Therapeutics$4,604,740$465,381 ▲11.2%5,547,8800.3%MedicalAVTRAvantor$4,355,706$1,111,763 ▲34.3%168,3690.3%MedicalBCRXBioCryst Pharmaceuticals$4,069,078$4,690,477 ▼-53.5%535,4050.3%MedicalICLRICON Public$3,926,953$294,780 ▲8.1%13,6680.3%MedicalKURAKura Oncology$3,759,457$2,346,383 ▲166.0%192,3980.3%MedicalMOHMolina Healthcare$3,648,201$2,649,322 ▼-42.1%10,5880.2%MedicalMRUSMerus$3,410,170$89,129 ▲2.7%68,2580.2%MedicalSTAASTAAR Surgical$3,388,043$3,388,043 ▲New Holding91,1990.2%MedicalPBYIPuma Biotechnology$3,297,805$89,752 ▼-2.6%1,293,2570.2%MedicalZLABZai Lab$3,264,187$3,264,187 ▲New Holding135,2190.2%MedicalZENAS BIOPHARMA INC$3,223,785$3,223,785 ▲New Holding190,5310.2%COMMREOMereo BioPharma Group$3,197,128$1,157,865 ▲56.8%777,8900.2%MedicalIQVIQVIA$3,113,312$227,491 ▲7.9%13,1380.2%MedicalMRVIMaravai LifeSciences$2,800,187$2,800,187 ▲New Holding336,9660.2%MedicalXOMAXOMA$2,496,773$63,075 ▲2.6%94,2890.2%MedicalIFRXInflaRx$2,481,334$83,931 ▲3.5%1,621,7870.2%MedicalTOURMALINE BIO INC$2,169,410$3,095,510 ▼-58.8%84,3800.1%COMAMRNAmarin$2,074,606$626,410 ▼-23.2%3,309,3090.1%MedicalNVRONevro$1,754,030$1,037,588 ▼-37.2%313,7800.1%MedicalALECAlector$1,550,643$973,861 ▼-38.6%332,7560.1%MedicalAUTLAutolus Therapeutics$1,475,806$741,769 ▼-33.4%406,5580.1%MedicalLQDALiquidia$1,379,490$2,356,050 ▼-63.1%137,9490.1%MedicalABSIAbsci$1,042,360$201,085 ▼-16.2%272,8690.1%MedicalAVTEAerovate Therapeutics$1,013,945$1,013,945 ▲New Holding485,1410.1%MedicalSTOKStoke Therapeutics$639,154$113,941 ▼-15.1%52,0060.0%MedicalAFFIMED N V$559,3060.0%166,4600.0%ORDINARY SHS NEWACIUAC Immune$375,4030.0%99,3130.0%MedicalNVONovo Nordisk A/S$0$20,976,499 ▼-100.0%00.0%MedicalLLYEli Lilly and Company$0$19,223,934 ▼-100.0%00.0%MedicalARGXargenx$0$14,876,374 ▼-100.0%00.0%MedicalXBISPDR S&P Biotech ETF$0$9,271,000 ▼-100.0%00.0%ETFVKTXViking Therapeutics$0$7,341,302 ▼-100.0%00.0%MedicalPCVXVaxcyte$0$7,255,680 ▼-100.0%00.0%MedicalCYTKCytokinetics$0$6,874,196 ▼-100.0%00.0%MedicalOSCROscar Health$0$4,918,327 ▼-100.0%00.0%FinanceCERECerevel Therapeutics$0$4,498,309 ▼-100.0%00.0%MedicalMYGNMyriad Genetics$0$4,450,766 ▼-100.0%00.0%MedicalMLTXMoonLake Immunotherapeutics$0$3,148,076 ▼-100.0%00.0%MedicalGHGuardant Health$0$2,870,008 ▼-100.0%00.0%MedicalIMVTImmunovant$0$2,452,798 ▼-100.0%00.0%MedicalTERNTerns Pharmaceuticals$0$1,949,471 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$948,383 ▼-100.0%00.0%MedicalGTHXG1 Therapeutics$0$455,916 ▼-100.0%00.0%MedicalMCRBSeres Therapeutics$0$302,699 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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