KVP Capital Advisors, LP
KVP Capital Advisors, LP reported 35 holdings worth US$136M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
KVP Capital Advisors, LP reported 35 holdings worth US$136M as of Jun 30, 2026. Largest: Praxis Precision Medicines, Inc., Whitehawk Therapeutics, Inc. and Erasca, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 35
- Value as reported
- US$136M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Praxis Precision Medicines, Inc. | 42,900 | US$14.4M | 10.5% |
| Whitehawk Therapeutics, Inc. | 2.17M | US$9.92M | 7.3% |
| Erasca, Inc. | 455K | US$8.34M | 6.1% |
| Trevi Therapeutics, Inc. | 414K | US$7.72M | 5.7% |
| Sutro Biopharma, Inc. | 227K | US$7.52M | 5.5% |
| Tango Therapeutics, Inc. | 230K | US$7.2M | 5.3% |
| Mbx Biosciences, Inc. | 122K | US$6.71M | 4.9% |
| Protagonist Therapeutics, Inc. | 53,000 | US$6.5M | 4.8% |
| Edgewise Therapeutics, Inc. | 133K | US$5.4M | 4.0% |
| Tandem Diabetes Care, Inc. | 301K | US$4.54M | 3.3% |
| Disc Medicine, Inc. | 58,250 | US$4.26M | 3.1% |
| Savara, Inc. | 605K | US$3.73M | 2.7% |
| Arrivent Biopharma, Inc. | 102K | US$3.54M | 2.6% |
| Insmed Incorporated | 28,497 | US$3.04M | 2.2% |
| Achieve Life Sciences, Inc. | 462K | US$3.02M | 2.2% |
| Ideaya Biosciences, Inc. | 79,700 | US$2.97M | 2.2% |
| Ocular Therapeutix, Inc. | 300K | US$2.95M | 2.2% |
| Axsome Therapeutics, Inc. | 12,000 | US$2.94M | 2.2% |
| Design Therapeutics, Inc. | 185K | US$2.68M | 2.0% |
| United Therapeutics Corporation | 4,750 | US$2.57M | 1.9% |
| Scholar Rock Holding Corporation | 45,000 | US$2.48M | 1.8% |
| Immix Biopharma, Inc. | 230K | US$2.38M | 1.7% |
| Viridian Therapeutics, Inc. | 125K | US$2.3M | 1.7% |
| Mineralys Therapeutics, Inc. | 84,168 | US$2.27M | 1.7% |
| Bright Minds Biosciences Inc. | 31,813 | US$2.23M | 1.6% |
| Travere Therapeutics, Inc. | 39,000 | US$2.22M | 1.6% |
| Zura Bio Limited | 373K | US$2.2M | 1.6% |
| Artiva Biotherapeutics, Inc. | 200K | US$1.94M | 1.4% |
| Nektar Therapeutics | 26,900 | US$1.88M | 1.4% |
| Compass Therapeutics, Inc. | 771K | US$1.69M | 1.2% |
| Cabaletta Bio, Inc. | 505K | US$1.57M | 1.2% |
| Vera Therapeutics, Inc. | 32,700 | US$1.4M | 1.0% |
| Evolus, Inc. Common Stock | 150K | US$1.04M | 0.76% |
| Celcuity Inc. | 4,000 | US$418K | 0.31% |
| Vyne Therapeutics Inc. | 501K | US$326K | 0.24% |
| Terns Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Revolution Medicines, Inc. | 0 | US$0 | 0.00% |
| Soleno Therapeutics, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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