KVP Capital Advisors, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
KVP Capital Advisors, LP disclosed 25 US equity positions worth $96.8m in its Q4 2025 13F filing. The largest position was 430 at 18.4% of the reported book, followed by PRAX and AXSM.
What did KVP Capital Advisors, LP own in Q4 2025? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 430 TERNS PHARMACEUTICALS INC | 18.4% | $17.8m | 440,000 | – | ||
| 2 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 13.1% | $12.6m | 42,900 | – | |
| 3 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 6.8% | $6.6m | 36,200 | – | |
| 4 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 5.4% | $5.2m | 2,165,997 | – | |
| 5 | TRVI TREVI THERAPEUTICS INC | Healthcare | 5.4% | $5.2m | 414,000 | – | |
| 6 | INSM INSMED INC | Healthcare | 5.1% | $5.0m | 28,497 | – | |
| 7 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 4.8% | $4.6m | 53,000 | – | |
| 8 | IRON DISC MEDICINE INC | Healthcare | 4.8% | $4.6m | 58,250 | – | |
| 9 | MBX MBX BIOSCIENCES INC | Healthcare | 4.0% | $3.8m | 121,524 | – | |
| 10 | SVRA SAVARA INC | Healthcare | 3.8% | $3.6m | 605,280 | – | |
| 11 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 3.6% | $3.5m | 91,000 | – | |
| 12 | EWTX EDGEWISE THERAPEUTICS INC | 3.4% | $3.3m | 133,000 | – | ||
| 13 | JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 3.1% | $3.0m | 17,500 | – | |
| 14 | SLNOEUR SOLENO THERAPEUTICS INC | 2.9% | $2.8m | 59,700 | – | ||
| 15 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.4% | $2.3m | 4,750 | – | |
| 16 | ACHV ACHIEVE LIFE SCIENCES INC | 2.4% | $2.3m | 462,355 | – | ||
| 17 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.3% | $2.2m | 27,500 | – | |
| 18 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.0% | $2.0m | 45,000 | – | |
| 19 | VERA VERA THERAPEUTICS INC | Healthcare | 1.7% | $1.7m | 32,700 | – | |
| 20 | IMMX IMMIX BIOPHARMA INC | 1.2% | $1.2m | 230,423 | – | ||
| 21 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.2% | $1.1m | 26,900 | – | |
| 22 | CABA CABALETTA BIO INC | Healthcare | 1.1% | $1.1m | 505,431 | – | |
| 23 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 0.6% | $565.5k | 50,000 | – | |
| 24 | CELC CELCUITY INC | Healthcare | 0.4% | $399.0k | 4,000 | – | |
| 25 | MNLOUSD VYNE THERAPEUTICS INC | 0.3% | $290.4k | 500,551 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.