Kvp Capital Advisors, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kvp Capital Advisors, LP disclosed 32 US equity positions worth $133.9m in its Q1 2026 13F filing. The largest position was 430 at 17.3% of the reported book, followed by PRAX and WHWK.
What did Kvp Capital Advisors, LP own in Q1 2026? Top 32 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | 430 TERNS PHARMACEUTICALS INC | 17.3% | $23.2m | 440,000 | – | ||
| 2 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 10.3% | $13.8m | 42,900 | – | |
| 3 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 5.6% | $7.5m | 2,165,997 | – | |
| 4 | AXSM AXSOME THERAPEUTICS INC | Healthcare | 4.6% | $6.1m | 36,200 | – | |
| 5 | STRO SUTRO BIOPHARMA INC | Healthcare | 4.2% | $5.6m | 226,575 | – | |
| 6 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 4.2% | $5.6m | 53,000 | – | |
| 7 | ERAS ERASCA INC | Healthcare | 4.1% | $5.5m | 340,000 | – | |
| 8 | TRVI TREVI THERAPEUTICS INC | Healthcare | 3.7% | $4.9m | 414,000 | – | |
| 9 | TNGX TANGO THERAPEUTICS INC | Healthcare | 3.6% | $4.8m | 230,264 | – | |
| 10 | INSM INSMED INC | Healthcare | 3.5% | $4.7m | 28,497 | – | |
| 11 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 3.1% | $4.2m | 133,000 | – | |
| 12 | RVMD REVOLUTION MEDICINES INC | Healthcare | 2.9% | $3.9m | 40,200 | – | |
| 13 | IRON DISC MEDICINE INC | Healthcare | 2.8% | $3.7m | 58,250 | – | |
| 14 | MBX MBX BIOSCIENCES INC | Healthcare | 2.7% | $3.6m | 121,524 | – | |
| 15 | SVRA SAVARA INC | Healthcare | 2.5% | $3.3m | 605,280 | – | |
| 16 | UTHR UNITED THERAPEUTICS CORP DEL | Healthcare | 2.1% | $2.8m | 4,750 | – | |
| 17 | TVTX TRAVERE THERAPEUTICS INC | Healthcare | 2.0% | $2.7m | 91,000 | – | |
| 18 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 2.0% | $2.7m | 79,700 | – | |
| 19 | CMPX COMPASS THERAPEUTICS INC | 2.0% | $2.6m | 500,000 | – | ||
| 20 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 1.9% | $2.5m | 300,000 | – | |
| 21 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 1.8% | $2.4m | 125,000 | – | |
| 22 | DRUG BRIGHT MINDS BIOSCIENCES INC | Healthcare | 1.7% | $2.3m | 31,813 | – | |
| 23 | ZURA ZURA BIO LTD | Healthcare | 1.7% | $2.2m | 373,128 | – | |
| 24 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 1.7% | $2.2m | 45,000 | – | |
| 25 | IMMX IMMIX BIOPHARMA INC | 1.6% | $2.1m | 230,423 | – | ||
| 26 | SLNOEUR SOLENO THERAPEUTICS INC | 1.5% | $2.0m | 59,700 | – | ||
| 27 | NKTR NEKTAR THERAPEUTICS | Healthcare | 1.4% | $1.9m | 26,900 | – | |
| 28 | CABA CABALETTA BIO INC | Healthcare | 1.0% | $1.4m | 505,431 | – | |
| 29 | ACHV ACHIEVE LIFE SCIENCES INC | 1.0% | $1.4m | 462,355 | – | ||
| 30 | VERA VERA THERAPEUTICS INC | Healthcare | 1.0% | $1.3m | 32,700 | – | |
| 31 | CELC CELCUITY INC | Healthcare | 0.3% | $456.6k | 4,000 | – | |
| 32 | MNLOUSD VYNE THERAPEUTICS INC | 0.2% | $299.1k | 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.