PharVision Advisers, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
PharVision Advisers, LLC disclosed 667 US equity positions worth $197.5m in its Q4 2025 13F filing. The largest position was EXLS at 0.4% of the reported book, followed by DK and FIVERR INTL LTD. Against the Q3 2025 filing, it opened 24 new positions, added to 23 and reduced 3 among the top 50 holdings.
What did PharVision Advisers, LLC own in Q4 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EXLS EXLSERVICE HOLDINGS INC | Technology | 0.4% | $829.7k | 19,549 | 10% | added |
| 2 | DK DELEK US HLDGS INC NEW | Energy | 0.4% | $723.9k | 24,407 | – | new |
| 3 | FIVERR INTL LTD | 0.4% | $704.0k | 35,626 | 106% | added | |
| 4 | ASAN ASANA INC | Technology | 0.3% | $674.4k | 49,191 | 202% | added |
| 5 | AVGO BROADCOM INC | Technology | 0.3% | $668.7k | 1,932 | – | new |
| 6 | ITRI ITRON INC | Technology | 0.3% | $666.0k | 7,172 | 172% | added |
| 7 | EAT BRINKER INTL INC | Consumer Cyclical | 0.3% | $648.7k | 4,520 | 25% | added |
| 8 | HLF HERBALIFE LTD | Consumer Defensive | 0.3% | $643.4k | 49,915 | -13% | reduced |
| 9 | NVDA NVIDIA CORPORATION | Technology | 0.3% | $631.3k | 3,385 | 52% | added |
| 10 | EVLV EVOLV TECHNOLOGIES HLDNGS IN | 0.3% | $630.2k | 88,022 | 22% | added | |
| 11 | LVS LAS VEGAS SANDS CORP | Consumer Cyclical | 0.3% | $630.2k | 9,682 | 43% | added |
| 12 | VICI VICI PPTYS INC | Real Estate | 0.3% | $628.8k | 22,362 | 48% | added |
| 13 | CENX CENTURY ALUM CO | Basic Materials | 0.3% | $627.7k | 16,022 | 62% | added |
| 14 | A AGILENT TECHNOLOGIES INC | Healthcare | 0.3% | $615.6k | 4,524 | – | new |
| 15 | MTN VAIL RESORTS INC | Consumer Cyclical | 0.3% | $597.2k | 4,497 | 181% | added |
| 16 | BSX BOSTON SCIENTIFIC CORP | Healthcare | 0.3% | $595.4k | 6,244 | 14% | added |
| 17 | WMG WARNER MUSIC GROUP CORP | Communication Services | 0.3% | $593.6k | 19,355 | – | new |
| 18 | WMT WALMART INC | Consumer Defensive | 0.3% | $573.8k | 5,150 | 161% | added |
| 19 | RUN SUNRUN INC | Technology | 0.3% | $572.3k | 31,102 | 58% | added |
| 20 | BTU PEABODY ENERGY CORP | Energy | 0.3% | $571.1k | 19,229 | – | new |
| 21 | GD GENERAL DYNAMICS CORP | Industrials | 0.3% | $565.6k | 1,680 | – | new |
| 22 | NIO NIO INC | Consumer Cyclical | 0.3% | $563.8k | 110,544 | 444% | added |
| 23 | REAL THE REALREAL INC | Consumer Cyclical | 0.3% | $562.8k | 35,668 | – | new |
| 24 | AWI ARMSTRONG WORLD INDS INC NEW | Industrials | 0.3% | $541.4k | 2,833 | – | new |
| 25 | ECHO ECHOSTAR CORP | Communication Services | 0.3% | $540.2k | 4,970 | – | new |
| 26 | HTZ HERTZ GLOBAL HLDGS INC | Industrials | 0.3% | $539.6k | 104,972 | – | new |
| 27 | PL PLANET LABS PBC | Industrials | 0.3% | $533.4k | 27,048 | -5% | reduced |
| 28 | LITE LUMENTUM HLDGS INC | Technology | 0.3% | $532.6k | 1,445 | – | new |
| 29 | CORPORACION AMER ARPTS S A | 0.3% | $531.8k | 20,455 | -43% | reduced | |
| 30 | SYM SYMBOTIC INC | Industrials | 0.3% | $530.2k | 8,911 | – | new |
| 31 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 0.3% | $523.6k | 40,714 | – | new |
| 32 | TLS TELOS CORP MD | 0.3% | $523.1k | 102,564 | – | new | |
| 33 | PLAB PHOTRONICS INC | Technology | 0.3% | $521.0k | 16,280 | – | new |
| 34 | BRZE BRAZE INC | Technology | 0.3% | $519.5k | 15,150 | 71% | added |
| 35 | SPHR SPHERE ENTERTAINMENT CO | Communication Services | 0.3% | $517.0k | 5,438 | – | new |
| 36 | EXTR EXTREME NETWORKS | Technology | 0.3% | $516.4k | 31,012 | 115% | added |
| 37 | PAGAYA TECHNOLOGIES LTD | 0.3% | $514.5k | 24,617 | – | new | |
| 38 | WK WORKIVA INC | Technology | 0.3% | $508.2k | 5,892 | – | new |
| 39 | WPM WHEATON PRECIOUS METALS CORP | Basic Materials | 0.3% | $507.5k | 4,318 | – | new |
| 40 | HO1 HOLOGIC INC | 0.3% | $506.8k | 6,803 | 108% | added | |
| 41 | NRIM NORTHRIM BANCORP INC | Financial Services | 0.3% | $502.5k | 18,884 | – | new |
| 42 | LYFT LYFT INC | Technology | 0.3% | $502.3k | 25,934 | – | new |
| 43 | GCMG GCM GROSVENOR INC | Financial Services | 0.3% | $501.0k | 44,256 | 22% | added |
| 44 | CAH CARDINAL HEALTH INC | Healthcare | 0.2% | $486.4k | 2,367 | 58% | added |
| 45 | NBR NABORS INDUSTRIES LTD | Energy | 0.2% | $485.9k | 8,948 | – | new |
| 46 | DCH AMERICAN AXLE & MFG HLDGS IN | Consumer Cyclical | 0.2% | $485.8k | 75,794 | 46% | added |
| 47 | VRSN VERISIGN INC | Technology | 0.2% | $485.4k | 1,998 | 162% | added |
| 48 | PRG PROG HOLDINGS INC | Industrials | 0.2% | $483.0k | 16,380 | – | new |
| 49 | SYK STRYKER CORPORATION | Healthcare | 0.2% | $481.2k | 1,369 | – | new |
| 50 | MLCO MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 0.2% | $474.5k | 62,676 | 41% | added |
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.