Andera Partners 13F Holdings · Q2 2026
Andera Partners reported 8 securities worth $206.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: KMTS (33.62%), MLYS (20.80%), AVLN (14.82%). Among its top 25 positions this quarter: 1 new, 2 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KMTS | KESTRA MED TECHNOLOGIES LTD | $69.4M | 33.62% | 2.7M | Added |
| 2 | MLYS | MINERALYS THERAPEUTICS INC | $42.9M | 20.80% | 1.6M | Hold |
| 3 | AVLN | AVALYN PHARMACEUTICALS INC | $30.6M | 14.82% | 929,824 | New |
| 4 | AGMB | AGOMAB THERAPEUTICS NV | $20.0M | 9.67% | 1.5M | Hold |
| 5 | EVMN | EVOMMUNE INC | $18.5M | 8.96% | 1.4M | Trimmed |
| 6 | IVA | INVENTIVA SA | $13.7M | 6.65% | 3.6M | Added |
| 7 | ABVX | ABIVAX SA | $10.4M | 5.04% | 78,125 | Hold |
| 8 | NYXH | NYXOAH S A | $882,276 | 0.43% | 522,057 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR