EVERSEPT PARTNERS LP
Q4 2025 Form 13-F
NEW YORK, NEW YORK
CIK 0001697013
· CRD 282358
· SEC-registered investment adviser
$2.0B Reported Value Total
EVERSEPT PARTNERS, L.P. reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $1,742,083,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
3 funds
· $2.3B gross asset value
Hedge Fund: $2.3B
Source: Form ADV filed 2026-03-31
Reported value
$2.0B
Quarter over quarter
+23.9%
Holdings
103
Top-10 concentration
47.3%
Filing Structure
Reports holdings for
- TIFF ADVISORY SERVICES INC · File #028-11995 · Q4 2025 – Q4 2025 · declared by one filing
Key People
Form ADV owners & control persons
Kamran (nmn) Moghtaderi
MANAGING PRINCIPAL
Ron Avi Rosenstraus
CHIEF FINANCIAL OFFICER
Rishi Rasesh Shah
PRESIDENT
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 17, 2026 |
| Form | 13F-HR |
| Reported value | $2.0B |
| Positions | 103 |
| Change in reported value | +36.8% |
| New positions | 35 |
| Exited positions | 15 |
| Position turnover | 42.4% |
| Top-10 concentration | 47.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
115 | $1.9B |
|
Q1 2026 13F
Filed May 15, 2026
|
104 | $1.9B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
103 | $2.0B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
83 | $1.5B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
67 | $1.1B |
|
Q1 2025 13F
Filed May 15, 2025
|
55 | $984.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
62 | $1.1B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
65 | $1.5B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
72 | $1.5B |
|
Q1 2024 13F
Filed May 15, 2024
|
68 | $1.5B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
55 | $1.1B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
61 | $1.2B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
66 | $1.2B |
|
Q1 2023 13F
Filed May 15, 2023
|
58 | $1.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
62 | $1.1B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
60 | $1.8B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
65 | $2.1B |
|
Q1 2022 13F
Filed May 16, 2022
|
76 | $1.3B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
90 | $2.1B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
88 | $1.4B |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VERA VERA THERAPEUTICS INC | $155.6M | 7.84% |
| 2 | QQQ P INVESCO QQQ TR | $138.2M | 6.97% |
| 3 | GSK GSK PLC | $131.4M | 6.62% |
| 4 | UTHR UNITED THERAPEUTICS CORP DEL | $123.1M | 6.2% |
| 5 | ABVX ABIVAX SA | $88.7M | 4.47% |
| 6 | NTRA NATERA INC | $76.6M | 3.86% |
| 7 | SNDX SYNDAX PHARMACEUTICALS INC | $69.6M | 3.51% |
| 8 | VRDN VIRIDIAN THERAPEUTICS INC | $55.5M | 2.79% |
| 9 | PCVX VAXCYTE INC | $55.3M | 2.78% |
| 10 | TVTX TRAVERE THERAPEUTICS INC | $44.9M | 2.26% |
| 11 | HCA HCA HEALTHCARE INC | $44.8M | 2.26% |
| 12 | DHR DANAHER CORPORATION | $42.6M | 2.15% |
| 13 | IONS IONIS PHARMACEUTICALS INC | $42.6M | 2.15% |
| 14 | CLDX CELLDEX THERAPEUTICS INC NEW | $39.0M | 1.96% |
| 15 | BRKR BRUKER CORP | $36.9M | 1.86% |
| 16 | AVTR AVANTOR INC | $36.4M | 1.83% |
| 17 | SPY P SPDR S&P 500 ETF TR | $30.6M | 1.54% |
| 18 | CYH COMMUNITY HEALTH SYS INC NEW | $24.8M | 1.25% |
| 19 | EXAS EXACT SCIENCES CORP | $24.5M | 1.24% |
| 20 | BCRX BIOCRYST PHARMACEUTICALS INC | $23.3M | 1.18% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.