Kvp Capital Advisors, LP: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1858198) · Explore on the interactive board
Kvp Capital Advisors, LP disclosed 35 US equity positions worth $136.2m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 13, 2026). Its largest position is PRAX at 10.5% of the reported book, followed by WHWK, ERAS. The top ten holdings are 57.4% of the book, and the portfolio behaves like about 22 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 2, reduced 2 and exited 3. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Kvp Capital Advisors, LP own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 2 added, 2 reduced, 3 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 10.5% | $14.4m | 42,900 | 0% | held |
| 2 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 7.3% | $9.9m | 2,165,997 | 0% | held |
| 3 | ERAS ERASCA INC | Healthcare | 6.1% | $8.3m | 455,000 | 34% | added |
| 4 | TRVI TREVI THERAPEUTICS INC | Healthcare | 5.7% | $7.7m | 414,000 | 0% | held |
| 5 | STRO SUTRO BIOPHARMA INC | Healthcare | 5.5% | $7.5m | 226,575 | 0% | held |
| 6 | TNGX TANGO THERAPEUTICS INC | Healthcare | 5.3% | $7.2m | 230,264 | 0% | held |
| 7 | MBX MBX BIOSCIENCES INC | Healthcare | 4.9% | $6.7m | 121,524 | 0% | held |
| 8 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 4.8% | $6.5m | 53,000 | 0% | held |
| 9 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 4.0% | $5.4m | 133,000 | 0% | held |
| 10 | TNDM TANDEM DIABETES CARE INC | Healthcare | 3.3% | $4.5m | 301,000 | – | new |
| 11 | IRON DISC MEDICINE INC | Healthcare | 3.1% | $4.3m | 58,250 | 0% | held |
| 12 | SVRA SAVARA INC | Healthcare | 2.7% | $3.7m | 605,280 | 0% | held |
| 13 | AVBP ARRIVENT BIOPHARMA INC | Healthcare | 2.6% | $3.5m | 102,000 | – | new |
| 14 | INSM INSMED INC | Healthcare | 2.2% | $3.0m | 28,497 | 0% | held |
| 15 | ACHV ACHIEVE LIFE SCIENCES INC | 2.2% | $3.0m | 462,355 | 0% | held | |
| 16 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 2.2% | $3.0m | 79,700 | 0% | held |
| 17 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 2.2% | $2.9m | 300,000 | 0% | held |
| 18 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 2.2% | $2.9m | 12,000 | -67% | reduced |
| 19 | DSGN DESIGN THERAPEUTICS INC | Healthcare | 2.0% | $2.7m | 185,000 | – | new |
| 20 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 1.9% | $2.6m | 4,750 | 0% | held |
| 21 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.8% | $2.5m | 45,000 | 0% | held |
| 22 | IMMX IMMIX BIOPHARMA INC | 1.7% | $2.4m | 230,423 | 0% | held | |
| 23 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.7% | $2.3m | 125,000 | 0% | held |
| 24 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.7% | $2.3m | 84,168 | – | new |
| 25 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.6% | $2.2m | 31,813 | 0% | held |
| 26 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 1.6% | $2.2m | 39,000 | -57% | reduced |
| 27 | ZURA ZURA BIO LTD | Healthcare | 1.6% | $2.2m | 373,128 | 0% | held |
| 28 | ARTV ARTIVA BIOTHERAPEUTICS INC | 1.4% | $1.9m | 200,000 | – | new | |
| 29 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.4% | $1.9m | 26,900 | 0% | held |
| 30 | CMPX COMPASS THERAPEUTICS INC | 1.2% | $1.7m | 771,000 | 54% | added | |
| 31 | CABA CABALETTA BIO INC | Healthcare | 1.2% | $1.6m | 505,431 | 0% | held |
| 32 | VERA VERA THERAPEUTICS INC | Healthcare | 1.0% | $1.4m | 32,700 | 0% | held |
| 33 | EOLS EVOLUS INC | Healthcare | 0.8% | $1.0m | 150,000 | – | new |
| 34 | CELC CELCUITY INC | Healthcare | 0.3% | $418.5k | 4,000 | 0% | held |
| 35 | MNLOUSD VYNE THERAPEUTICS INC | 0.2% | $325.7k | 500,551 | 0% | held |
What did Kvp Capital Advisors, LP sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| 430 TERNS PHARMACEUTICALS INC | 79.7% | $23.2m |
| RVMD REVOLUTION MEDICINES INC | 13.4% | $3.9m |
| SLNOEUR SOLENO THERAPEUTICS INC | 6.9% | $2.0m |
Sector mix
| Sector | Weight |
|---|---|
| Healthcare | 93.1% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Kvp Capital Advisors, LP's portfolio?
Across every quarter Kvp Capital Advisors, LP has filed, its median largest position is 13.9% of the book and its median top-ten weight is 59.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 3.0 completed holding spells, the median lasted 1.0 quarters; 35.0 positions are still open and their final length is unknown.