# Eversept Partners, LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1697013.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $1.93bn
- Positions: 120 (120 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1697013/000169701326000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [UNITED THERAPEUTICS CORP DEL (UTHR)](/companies/uthr.md) | COM | $155.9m | 8.1% | 287,668 |  | Added +23,397 |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $121.8m | 6.3% | 913,880 |  | Reduced −20,543 |
| [ENCOMPASS HEALTH CORP (EHC)](/companies/ehc.md) | COM | $103.8m | 5.4% | 1,026,919 |  | Added +832,815 |
| [ENSIGN GROUP INC (ENSG)](/companies/ensg.md) | COM | $96.5m | 5.0% | 602,079 |  | Added +587,318 |
| [VERA THERAPEUTICS INC (VERA)](/companies/vera.md) | CL A | $94.9m | 4.9% | 2,212,770 |  | Added +39,484 |
| INVESCO QQQ TR | UNIT SER 1 | $72.6m | 3.8% | 98,600 | Put | Reduced −140,100 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $66.5m | 3.4% | 1,785,941 |  | Reduced −2,075 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $61.2m | 3.2% | 2,798,210 |  | Reduced −87,412 |
| [BROOKDALE SR LIVING INC (BKD)](/companies/bkd.md) | COM | $54.6m | 2.8% | 3,396,470 |  | Reduced −172,085 |
| [IONIS PHARMACEUTICALS INC (IONS)](/companies/ions.md) | COM | $52.7m | 2.7% | 664,684 |  | Added +32,584 |
| [NATERA INC (NTRA)](/companies/ntra.md) | COM | $47.7m | 2.5% | 175,807 |  | Reduced −208,906 |
| [TRAVERE THERAPEUTICS INC (TVTX)](/companies/tvtx.md) | COM | $45.4m | 2.4% | 798,973 |  | Added +256,363 |
| [CARETRUST REIT INC (CTRE)](/companies/ctre.md) | COM | $43.3m | 2.2% | 1,072,015 |  | New +1,072,015 |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $38.3m | 2.0% | 98,252 |  | Added +19,023 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $36.6m | 1.9% | 629,952 |  | Reduced −294,241 |
| [LIQUIDIA CORPORATION (LQDA)](/companies/lqda.md) | COM NEW | $34.2m | 1.8% | 428,652 |  | Reduced −248,740 |
| [COMMUNITY HEALTH SYS INC NEW (CYH)](/companies/cyh.md) | COM | $26.3m | 1.4% | 7,864,575 |  | Reduced −812,706 |
| [GSK PLC (GSK)](/companies/gsk.md) | SPONSORED ADR | $25.3m | 1.3% | 481,833 |  | Reduced −1,303,342 |
| [CHEMED CORP NEW (CHE)](/companies/che.md) | COM | $24.5m | 1.3% | 52,523 |  | Added +21,466 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $24.1m | 1.3% | 20,116 |  | Added +1,116 |
| [GERON CORP (GERN)](/companies/gern.md) | COM | $24.0m | 1.2% | 18,717,422 |  | Reduced −117,461 |
| [VIKING THERAPEUTICS INC (VKTX)](/companies/vktx.md) | COM | $23.5m | 1.2% | 602,922 |  | Added +363,812 |
| [OMEGA HEALTHCARE INVS INC (OHI)](/companies/ohi.md) | COM | $23.1m | 1.2% | 483,547 |  | Reduced −102,133 |
| [INSULET CORP (PODD)](/companies/podd.md) | COM | $22.7m | 1.2% | 148,816 |  | Added +5,270 |
| [TENET HEALTHCARE CORP (THC)](/companies/thc.md) | COM NEW | $21.4m | 1.1% | 114,199 |  | Added +84,687 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $21.3m | 1.1% | 51,145 |  | New +51,145 |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $19.8m | 1.0% | 87,312 |  | Reduced −93,641 |
| [BETA BIONICS INC (BBNX)](/companies/bbnx.md) | COM | $19.6m | 1.0% | 1,249,441 |  | Reduced −165,397 |
| [COGENT BIOSCIENCES INC (COGT)](/companies/cogt.md) | COM | $19.0m | 1.0% | 490,235 |  | New +490,235 |
| [BIOCRYST PHARMACEUTICALS INC (BCRX)](/companies/bcrx.md) | COM | $18.7m | 1.0% | 1,865,653 |  | Reduced −1,174,167 |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $18.4m | 1.0% | 80,594 |  | Added +47,783 |
| [PENNANT GROUP INC (PNTG)](/companies/pntg.md) | COM | $17.0m | 0.9% | 460,272 |  | Added +148,094 |
| [LTC PPTYS INC (LTC)](/companies/ltc.md) | COM | $16.2m | 0.8% | 420,640 |  | Added +99,594 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $15.9m | 0.8% | 149,209 |  | New +149,209 |
| [VIRIDIAN THERAPEUTICS INC (VRDN)](/companies/vrdn.md) | COM | $15.3m | 0.8% | 831,142 |  | Added +117,873 |
| [BIOMARIN PHARMACEUTICAL INC (BMRN)](/companies/bmrn.md) | COM | $14.3m | 0.7% | 249,607 |  | Added +41,839 |
| [AMN HEALTHCARE SVCS INC (AMN)](/companies/amn.md) | COM | $13.9m | 0.7% | 428,531 |  | New +428,531 |
| [CELCUITY INC (CELC)](/companies/celc.md) | COM | $13.4m | 0.7% | 127,931 |  | New +127,931 |
| PHARVARIS N V | COM | $13.4m | 0.7% | 386,383 |  | Reduced −20,577 |
| [CYTOMX THERAPEUTICS INC. (CTMX)](/companies/ctmx.md) | COM | $13.3m | 0.7% | 3,558,497 |  | Added +369,983 |
| [HUMANA INC (HUM)](/companies/hum.md) | COM | $12.4m | 0.6% | 31,171 |  | New +31,171 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $11.9m | 0.6% | 196,532 |  | Added +66,958 |
| [CORVUS PHARMACEUTICALS INC (CRVS)](/companies/crvs.md) | COM | $11.2m | 0.6% | 747,994 |  | New +747,994 |
| ASCENDIS PHARMA A/S | ORD SHS | $11.1m | 0.6% | 41,621 |  | New +41,621 |
| [BRUKER CORP (BRKR)](/companies/brkr.md) | COM | $11.0m | 0.6% | 182,894 |  | Added +65,881 |
| [MODERNA INC (MRNA)](/companies/mrna.md) | COM | $10.7m | 0.6% | 152,122 |  | Reduced −7,586 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $10.5m | 0.5% | 196,302 |  | Added +58,266 |
| [INSMED INC (INSM)](/companies/insm.md) | COM PAR $.01 | $10.3m | 0.5% | 96,600 | Call | Added +2,600 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $10.2m | 0.5% | 217,185 |  | Added +56,462 |
| [COMPASS PATHWAYS PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $9.5m | 0.5% | 672,825 |  | Reduced −5,099 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $9.3m | 0.5% | 275,471 |  | Reduced −10,293 |
| [REVVITY INC (RVTY)](/companies/rvty.md) | COM | $9.3m | 0.5% | 83,624 |  | Reduced −1,230 |
| [PALISADE BIO INC (PALI)](/companies/pali.md) | COM | $8.7m | 0.5% | 4,182,785 |  | Reduced −804,714 |
| [ARDELYX INC (ARDX)](/companies/ardx.md) | COM | $8.6m | 0.4% | 1,678,345 |  | Reduced −551,101 |
| [MINERALYS THERAPEUTICS INC (MLYS)](/companies/mlys.md) | COM | $8.4m | 0.4% | 309,689 |  | New +309,689 |
| [RELAY THERAPEUTICS INC (RLAY)](/companies/rlay.md) | COM | $8.1m | 0.4% | 434,314 |  | Added +163,609 |
| [NOVO-NORDISK A S (NVO)](/companies/nvo.md) | ADR | $8.1m | 0.4% | 169,227 |  | New +169,227 |
| BIOHAVEN LTD | COM | $7.7m | 0.4% | 515,804 |  | New +515,804 |
| [PROTAGONIST THERAPEUTICS INC (PTGX)](/companies/ptgx.md) | COM | $7.2m | 0.4% | 58,504 |  | New +58,504 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $6.9m | 0.4% | 136,631 |  | New +136,631 |
| [REPLIMUNE GROUP INC (REPL)](/companies/repl.md) | COM | $6.5m | 0.3% | 590,252 |  | Added +255,391 |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $6.0m | 0.3% | 183,663 |  | Added +83,465 |
| [BEAM THERAPEUTICS INC (BEAM)](/companies/beam.md) | COM | $5.7m | 0.3% | 166,289 |  | New +166,289 |
| [NATIONAL HEALTH INVS INC (NHI)](/companies/nhi.md) | COM | $5.4m | 0.3% | 70,673 |  | New +70,673 |
| [ULTRAGENYX PHARMACEUTICAL IN (RARE)](/companies/rare.md) | COM | $5.1m | 0.3% | 154,130 |  | Added +91,555 |
| [PACS GROUP INC (PACS)](/companies/pacs.md) | COM SHS | $5.0m | 0.3% | 117,441 |  | New +117,441 |
| SPDR SERIES TRUST | ST STR SP BIOT | $4.9m | 0.3% | 31,000 | Put | Added +1,000 |
| [EQUILLIUM INC (EQ)](/companies/eq.md) | COM | $4.9m | 0.3% | 1,520,824 |  | Added +21,831 |
| [ANAPTYSBIO INC (ANAB)](/companies/anab.md) | COM | $4.7m | 0.2% | 69,983 |  | Added +42,894 |
| [NATIONAL HEALTHCARE CORP (NHC)](/companies/nhc.md) | COM | $4.7m | 0.2% | 22,116 |  | New +22,116 |
| [EYEPOINT INC (EYPT)](/companies/eypt.md) | COM NEW | $4.3m | 0.2% | 297,735 |  | New +297,735 |
| [SONIDA SENIOR LIVING INC (SNDA)](/companies/snda.md) | COM | $4.2m | 0.2% | 102,624 |  | Added +74,187 |
| [GLAUKOS CORP (GKOS)](/companies/gkos.md) | COM | $4.1m | 0.2% | 29,343 |  | Reduced −30,871 |
| [AGILON HEALTH INC (AGL)](/companies/agl.md) | COM NEW | $4.1m | 0.2% | 37,792 |  | Reduced −138,796 |
| [ARCUTIS BIOTHERAPEUTICS INC (ARQT)](/companies/arqt.md) | COM | $3.5m | 0.2% | 135,355 |  | Reduced −441,225 |
| [TARSUS PHARMACEUTICALS INC (TARS)](/companies/tars.md) | COM | $3.5m | 0.2% | 55,710 |  | New +55,710 |
| [ALTO NEUROSCIENCE INC (ANRO)](/companies/anro.md) | COM SHS | $3.4m | 0.2% | 128,286 |  | Added +3,118 |
| [ARS PHARMACEUTICALS INC (SPRY)](/companies/spry.md) | COM | $3.0m | 0.2% | 377,007 |  | Added +240,772 |
| INFLARX NV | COM | $2.9m | 0.2% | 1,304,069 |  | Reduced −454,504 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $2.9m | 0.1% | 7,241 |  | Reduced −3,878 |
| [ALECTOR INC (ALEC)](/companies/alec.md) | COM | $2.9m | 0.1% | 1,423,873 |  | Added +72,767 |
| [UNIVERSAL HLTH SVCS INC (UHS)](/companies/uhs.md) | CL B | $2.8m | 0.1% | 18,800 | Put | Added +600 |
| [VOR BIOPHARMA INC (VOR)](/companies/vor.md) | COM NEW | $2.8m | 0.1% | 149,681 |  | New +149,681 |
| [DESIGN THERAPEUTICS INC (DSGN)](/companies/dsgn.md) | COM | $2.7m | 0.1% | 190,000 |  | New +190,000 |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $2.7m | 0.1% | 276,174 |  | Unchanged |
| QIAGEN NV | ORD SHARES | $2.7m | 0.1% | 68,100 | Call | Reduced −408,200 |
| [PMV PHARMACEUTICALS INC (PMVP)](/companies/pmvp.md) | COM | $2.5m | 0.1% | 1,890,904 |  | Reduced −457,456 |
| [CONTINEUM THERAPEUTICS INC (CTNM)](/companies/ctnm.md) | CL A | $2.4m | 0.1% | 148,017 |  | Added +1,606 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $2.3m | 0.1% | 174,460 |  | Added +119,780 |
| [AMARIN CORP PLC (AMRN)](/companies/amrn.md) | SPONSORED ADR | $2.3m | 0.1% | 145,296 |  | Reduced −2,419 |
| [SPRUCE BIOSCIENCES INC (SPRB)](/companies/sprb.md) | COM NEW | $2.2m | 0.1% | 40,000 |  | New +40,000 |
| [REPLIGEN CORP (RGEN)](/companies/rgen.md) | COM | $2.0m | 0.1% | 14,401 |  | Reduced −106,384 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $2.0m | 0.1% | 2,237,015 |  | Reduced −39,334 |
| PROQR THRAPEUTICS N V | SHS EURO | $1.9m | <0.1% | 1,022,265 |  | New +1,022,265 |
| [GRACE THERAPEUTICS INC (GRCE)](/companies/grce.md) | COM | $1.8m | <0.1% | 772,900 |  | Added +16,300 |
| [ANTERIS TECHNOLOGIES GLOBAL (AVR)](/companies/avr.md) | COM | $1.6m | <0.1% | 166,229 |  | Reduced −234,958 |
| [VIR BIOTECHNOLOGY INC (VIR)](/companies/vir.md) | COM | $1.6m | <0.1% | 156,636 |  | Reduced −93,364 |
| [EDITAS MEDICINE INC (EDIT)](/companies/edit.md) | COM | $1.5m | <0.1% | 458,809 |  | Added +167,890 |
| [WHITEHAWK THERAPEUTICS INC (WHWK)](/companies/whwk.md) | COM | $1.4m | <0.1% | 303,306 |  | Reduced −3,494 |
| [BIO-TECHNE CORP (TECH)](/companies/tech.md) | COM | $1.4m | <0.1% | 19,308 |  | Reduced −106,588 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $1.3m | <0.1% | 6,943 |  | New +6,943 |
| [SAVARA INC (SVRA)](/companies/svra.md) | COM | $1.3m | <0.1% | 204,428 |  | Reduced −179,836 |
| [SURROZEN INC (SRZN)](/companies/srzn.md) | COM NEW | $1.2m | <0.1% | 47,777 |  | Reduced −10,847 |
| [INOVIO PHARMACEUTICALS INC (INO)](/companies/ino.md) | COM SHS | $1.1m | <0.1% | 1,035,360 |  | Unchanged |
| [PLIANT THERAPEUTICS INC (PLRX)](/companies/plrx.md) | COM | $1.0m | <0.1% | 891,425 |  | Unchanged |
| CYBIN INC | COM NEW | $967.7k | <0.1% | 146,403 |  | New +146,403 |
| [ODYSSEY THERAPEUTICS INC (ODTX)](/companies/odtx.md) | COMMON STOCK | $929.1k | <0.1% | 49,658 |  | New +49,658 |
| [ENGENE THERAPEUTICS INC (ENGN)](/companies/engn.md) | COM | $812.4k | <0.1% | 469,584 |  | New +469,584 |
| [BICYCLE THERAPEUTICS PLC (BCYC)](/companies/bcyc.md) | SPONSORED ADS | $808.6k | <0.1% | 190,715 |  | Unchanged |
| [LIPOCINE INC NEW (LPCN)](/companies/lpcn.md) | COM NEW | $755.2k | <0.1% | 294,989 |  | Unchanged |
| [RELMADA THERAPEUTICS INC (RLMD)](/companies/rlmd.md) | COM | $644.9k | <0.1% | 93,192 |  | Reduced −184,707 |
| [EHEALTH INC (EHTH)](/companies/ehth.md) | COM | $603.2k | <0.1% | 404,854 |  | Added +183,939 |
| ATAIBECKLEY INC | COM SHS | $539.8k | <0.1% | 102,430 |  | New +102,430 |
| [AKEBIA THREAPEUTICS INC (AKBA)](/companies/akba.md) | COM | $486.9k | <0.1% | 427,095 |  | New +427,095 |
| [SS INNOVATIONS INTERNATIONAL (SSII)](/companies/ssii.md) | COM NEW | $457.2k | <0.1% | 110,157 |  | Unchanged |
| [ASSEMBLY BIOSCIENCES INC (ASMB)](/companies/asmb.md) | COM NEW | $453.7k | <0.1% | 16,510 |  | Reduced −24,379 |
| [RETRACTABLE TECHNOLOGIES INC (RVP)](/companies/rvp.md) | COM | $418.3k | <0.1% | 580,919 |  | Unchanged |
| [SELECTQUOTE INC (SLQT)](/companies/slqt.md) | COM | $269.0k | <0.1% | 319,788 |  | Reduced −37,873 |
| GH RESEARCH PLC | ORDINARY SHARES | $233.1k | <0.1% | 8,672 |  | New +8,672 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $184.8k | <0.1% | 10,000 |  | New +10,000 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AGIOS PHARMACEUTICALS INC (AGIO)](/companies/agio.md) | COM | $0 | 0.0% | 0 |  | Sold out −200,000 |
| [AIRSCULPT TECHNOLOGIES INC (AIRS)](/companies/airs.md) | COM | $0 | 0.0% | 0 |  | Sold out −74,139 |
| [AVANTOR INC (AVTR)](/companies/avtr.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,974,287 |
| [BIOVENTUS INC (BVS)](/companies/bvs.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −159,110 |
| [CENTENE CORP DEL (CNC)](/companies/cnc.md) | COM | $0 | 0.0% | 0 |  | Sold out −111,652 |
| DAY ONE BIOPHARMACEUTICALS I | COM | $0 | 0.0% | 0 |  | Sold out −183,902 |
| [DIVERSIFIED HEALTHCARE TR (DHC)](/companies/dhc.md) | COM SH BEN INT | $0 | 0.0% | 0 |  | Sold out −151,283 |
| ENGENE HOLDINGS INC | COM | $0 | 0.0% | 0 |  | Sold out −510,543 |
| ENHABIT INC | COM | $0 | 0.0% | 0 |  | Sold out −227,451 |
| ESPERION THERAPEUTICS INC NE | COM | $0 | 0.0% | 0 |  | Sold out −1,735,963 |
| [HEALTHEQUITY INC (HQY)](/companies/hqy.md) | COM | $0 | 0.0% | 0 |  | Sold out −51,614 |
| [HEALTHPEAK PROPERTIES INC (DOC)](/companies/doc.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,981,070 |
| ICON PLC | SHS | $0 | 0.0% | 0 |  | Sold out −68,688 |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $0 | 0.0% | 0 |  | Sold out −39,238 |
| INMODE LTD | SHS | $0 | 0.0% | 0 |  | Sold out −67,744 |
| ISHARES TR | IBOXX HI YD ETF | $0 | 0.0% | 0 | Put | Sold out −180,000 |
| ISHARES TR | 20 YR TR BD ETF | $0 | 0.0% | 0 | Put | Sold out −428,800 |
| ISHARES TR | RUSSELL 2000 ETF | $0 | 0.0% | 0 | Put | Sold out −40,000 |
| [KARYOPHARM THERAPEUTICS INC (KPTI)](/companies/kpti.md) | COM NEW | $0 | 0.0% | 0 | Call | Sold out −23,800 |
| [MADRIGAL PHARMACEUTICALS INC (MDGL)](/companies/mdgl.md) | COM | $0 | 0.0% | 0 |  | Sold out −10,000 |
| NOVOCURE LTD | ORD SHS | $0 | 0.0% | 0 |  | Sold out −134,917 |
| [PASSAGE BIO INC (PASG)](/companies/pasg.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −131,581 |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $0 | 0.0% | 0 | Put | Sold out −14,800 |
| QIAGEN NV | ORD SHARES | $0 | 0.0% | 0 |  | Sold out −545,330 |
| [REPLIMUNE GROUP INC (REPL)](/companies/repl.md) | COM | $0 | 0.0% | 0 | Call | Sold out −52,000 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $0 | 0.0% | 0 | Call | Sold out −50,000 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $0 | 0.0% | 0 | Put | Sold out −70,000 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 | Put | Sold out −107,000 |
| [SUTRO BIOPHARMA INC (STRO)](/companies/stro.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −73,161 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 |  | Sold out −27,055 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $0 | 0.0% | 0 | Call | Sold out −40,000 |
| [VERTEX PHARMACEUTICALS INC (VRTX)](/companies/vrtx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −90,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001697013-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.
