 |
Size ($ in 1000's)
At 12/31/2023: $1,138,241
At 09/30/2023: $1,181,728
Eversept Partners LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Eversept Partners LP 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Eversept Partners LP top holdings by largest position size, as per the latest 13f filing made by Eversept Partners LP.
In the Eversept Partners LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Eversept Partners LP in that top holding, then the share count change between reporting periods, and finally the Eversept Partners LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NATERA INC |
2,251,588 |
-241,048 |
$141,039 | | NTRA | 2,251,588 | -241,048 | $141,039 | | GSK PLC |
2,972,954 |
-286,388 |
$110,178 | | GSK | 2,972,954 | -286,388 | $110,178 | | SYNDAX PHARMACEUTICALS INC |
3,383,244 |
+786,999 |
$73,112 | | SNDX | 3,383,244 | +786,999 | $73,112 | | INSPIRE MED SYS INC |
351,116 |
+158,098 |
$71,428 | | INSP | 351,116 | +158,098 | $71,428 | | TEVA PHARMACEUTICAL INDS LTD |
6,154,354 |
-797,731 |
$64,251 | | TEVA | 6,154,354 | -797,731 | $64,251 | | UNITED THERAPEUTICS CORP DEL |
246,234 |
-21,669 |
$54,144 | | UTHR | 246,234 | -21,669 | $54,144 | | BIO TECHNE CORP |
465,307 |
+79,418 |
$35,903 | | TECH | 465,307 | +79,418 | $35,903 | | HEALTHEQUITY INC |
494,919 |
+156,403 |
$32,813 | | HQY | 494,919 | +156,403 | $32,813 | | ARGENX SE |
85,832 |
+81,267 |
$32,653 | | ARGX | 85,832 | +81,267 | $32,653 | | HCA HEALTHCARE INC |
114,805 |
+4,732 |
$31,075 | | HCA | 114,805 | +4,732 | $31,075 | | CELLDEX THERAPEUTICS INC NEW |
754,107 |
+165,964 |
$29,908 | | CLDX | 754,107 | +165,964 | $29,908 | | VERA THERAPEUTICS INC |
1,914,830 |
+436,341 |
$29,450 | | VERA | 1,914,830 | +436,341 | $29,450 | | COMMUNITY HEALTH SYS INC NEW |
7,231,126 |
+85,038 |
$22,633 | | CYH | 7,231,126 | +85,038 | $22,633 | | IMMUNOGEN INC |
748,950 |
+748,950 |
$22,206 | | IMGN | 748,950 | +748,950 | $22,206 | | REVVITY INC |
183,059 |
+183,059 |
$20,010 | | RVTY | 183,059 | +183,059 | $20,010 | | IONIS PHARMACEUTICALS INC |
324,654 |
+72,208 |
$16,424 | | IONS | 324,654 | +72,208 | $16,424 | | VAXCYTE INC |
233,839 |
+43,409 |
$14,685 | | PCVX | 233,839 | +43,409 | $14,685 | | SHOCKWAVE MED INC |
75,822 |
-8,640 |
$14,449 | | SWAV | 75,822 | -8,640 | $14,449 | | TENET HEALTHCARE CORP |
187,265 |
+187,265 |
$14,152 | | THC | 187,265 | +187,265 | $14,152 | | PROTAGONIST THERAPEUTICS INC |
538,074 |
+251,326 |
$12,338 | | PTGX | 538,074 | +251,326 | $12,338 | | ILLUMINA INC |
86,614 |
-80,168 |
$12,060 | | ILMN | 86,614 | -80,168 | $12,060 | | TARO PHARMACEUTICAL INDS LTD |
255,988 |
+665 |
$10,695 | | TARO | 255,988 | +665 | $10,695 | | KRYSTAL BIOTECH INC |
80,798 |
-27,973 |
$10,024 | | KRYS | 80,798 | -27,973 | $10,024 | | ZIMVIE INC |
546,444 |
+546,444 |
$9,699 | | ZIMV | 546,444 | +546,444 | $9,699 | | DANAHER CORPORATION |
41,041 |
-62,743 |
$9,494 | | DHR | 41,041 | -62,743 | $9,494 | | BIOCRYST PHARMACEUTICALS INC |
1,529,047 |
-950,056 |
$9,159 | | BCRX | 1,529,047 | -950,056 | $9,159 | | WATERS CORP |
27,719 |
+4,595 |
$9,126 | | WAT | 27,719 | +4,595 | $9,126 | | LIQUIDIA CORPORATION |
688,926 |
-706,528 |
$8,288 | | LQDA | 688,926 | -706,528 | $8,288 | | PUMA BIOTECHNOLOGY INC |
1,695,021 |
+13,872 |
$7,339 | | PBYI | 1,695,021 | +13,872 | $7,339 | | CENTENE CORP DEL |
97,198 |
-93,409 |
$7,213 | | CNC | 97,198 | -93,409 | $7,213 | | ELEVANCE HEALTH INC |
15,094 |
-6,600 |
$7,118 | | ELV | 15,094 | -6,600 | $7,118 | | TAYSHA GENE THERAPIES INC |
3,780,714 |
+2,074,940 |
$6,692 | | TSHA | 3,780,714 | +2,074,940 | $6,692 | | GOSSAMER BIO INC |
6,432,715 |
+2,004,858 |
$5,870 | | GOSS | 6,432,715 | +2,004,858 | $5,870 | | AMARIN CORP PLC |
6,095,505 |
-2,336,370 |
$5,303 | | AMRN | 6,095,505 | -2,336,370 | $5,303 | | AGILENT TECHNOLOGIES INC |
37,854 |
-3,971 |
$5,263 | | A | 37,854 | -3,971 | $5,263 | | 2SEVENTY BIO INC |
1,139,111 |
-314,267 |
$4,864 | | TSVT | 1,139,111 | -314,267 | $4,864 | | IMMUNOVANT INC |
113,793 |
+113,793 |
$4,794 | | IMVT | 113,793 | +113,793 | $4,794 | | SUTRO BIOPHARMA INC |
1,056,461 |
+286,823 |
$4,532 | | STRO | 1,056,461 | +286,823 | $4,532 | | ICON PLC |
15,417 |
-5,581 |
$4,364 | | ICLR | 15,417 | -5,581 | $4,364 | | NEWAMSTERDAM PHARMA COMPANY |
374,404 |
-286,214 |
$4,182 | | NAMS | 374,404 | -286,214 | $4,182 | | MERUS N V |
115,726 |
-18,284 |
$3,182 | | MRUS | 115,726 | -18,284 | $3,182 | | VIRIDIAN THERAPEUTICS INC |
137,343 |
-305,927 |
$2,991 | | VRDN | 137,343 | -305,927 | $2,991 | | AVANTOR INC |
125,964 |
+41,469 |
$2,876 | | AVTR | 125,964 | +41,469 | $2,876 | | BIOHAVEN LTD |
66,898 |
-64,205 |
$2,863 | | BHVN | 66,898 | -64,205 | $2,863 | | IQVIA HLDGS INC |
12,263 |
-10,778 |
$2,837 | | IQV | 12,263 | -10,778 | $2,837 | | SERES THERAPEUTICS INC |
1,753,538 |
-599,018 |
$2,455 | | MCRB | 1,753,538 | -599,018 | $2,455 | | MOLINA HEALTHCARE INC |
6,117 |
-6,117 |
$2,210 | | MOH | 6,117 | -6,117 | $2,210 | | INFLARX NV |
1,305,140 |
-432,404 |
$2,127 | | IFRX | 1,305,140 | -432,404 | $2,127 | | CUREVAC N V |
496,912 |
-19,882 |
$2,092 | | CVAC | 496,912 | -19,882 | $2,092 | | REPLIGEN CORP |
9,984 |
-6,169 |
$1,795 | | RGEN | 9,984 | -6,169 | $1,795 |
See Full List: All Stocks Held By Eversept Partners LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Eversept Partners LP
|
|
