Kvp Capital Advisors, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Kvp Capital Advisors, LP disclosed 35 US equity positions worth $136.2m in its Q2 2026 13F filing. The largest position was PRAX at 10.5% of the reported book, followed by WHWK and ERAS. Against the Q1 2026 filing, it opened 6 new positions, added to 2 and reduced 2 among the top 35 holdings.
What did Kvp Capital Advisors, LP own in Q2 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.