Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KVP Capital Advisors, LP (CIK 1858198) reported $136.2M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PRAX ($14.4M, 10.54%), WHWK ($9.9M, 7.28%), ERAS ($8.3M, 6.12%), TRVI ($7.7M, 5.67%), STRO ($7.5M, 5.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $14.4M | 10.54% | 42,900 | Hold |
| 2 | WHWK | WHITEHAWK THERAPEUTICS INC | $9.9M | 7.28% | 2.2M | Hold |
| 3 | ERAS | ERASCA INC | $8.3M | 6.12% | 455,000 | Added |
| 4 | TRVI | TREVI THERAPEUTICS INC | $7.7M | 5.67% | 414,000 | Hold |
| 5 | STRO | SUTRO BIOPHARMA INC | $7.5M | 5.52% | 226,575 | Hold |
| 6 | TNGX | TANGO THERAPEUTICS INC | $7.2M | 5.28% | 230,264 | Hold |
| 7 | MBX | MBX BIOSCIENCES INC | $6.7M | 4.92% | 121,524 | Hold |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | $6.5M | 4.77% | 53,000 | Hold |
| 9 | EWTX | EDGEWISE THERAPEUTICS INC | $5.4M | 3.97% | 133,000 | Hold |
| 10 | TNDM | TANDEM DIABETES CARE INC | $4.5M | 3.33% | 301,000 | New |
| 11 | IRON | DISC MEDICINE INC | $4.3M | 3.13% | 58,250 | Hold |
| 12 | SVRA | SAVARA INC | $3.7M | 2.74% | 605,280 | Hold |
| 13 | AVBP | ARRIVENT BIOPHARMA INC | $3.5M | 2.60% | 102,000 | New |
| 14 | INSM | INSMED INC | $3.0M | 2.23% | 28,497 | Hold |
| 15 | ACHV | ACHIEVE LIFE SCIENCES INC | $3.0M | 2.22% | 462,355 | Hold |
| 16 | IDYA | IDEAYA BIOSCIENCES INC | $3.0M | 2.18% | 79,700 | Hold |
| 17 | OCUL | OCULAR THERAPEUTIX INC | $2.9M | 2.16% | 300,000 | Hold |
| 18 | AXSM | AXSOME THERAPEUTICS INC. | $2.9M | 2.16% | 12,000 | Trimmed |
| 19 | DSGN | DESIGN THERAPEUTICS INC | $2.7M | 1.96% | 185,000 | New |
| 20 | UTHR | UNITED THERAPEUTICS CORP DEL | $2.6M | 1.89% | 4,750 | Hold |
| 21 | SRRK | SCHOLAR ROCK HLDG CORP | $2.5M | 1.82% | 45,000 | Hold |
| 22 | IMMX | IMMIX BIOPHARMA INC | $2.4M | 1.74% | 230,423 | Hold |
| 23 | VRDN | VIRIDIAN THERAPEUTICS INC | $2.3M | 1.69% | 125,000 | Hold |
| 24 | MLYS | MINERALYS THERAPEUTICS INC | $2.3M | 1.67% | 84,168 | New |
| 25 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.2M | 1.64% | 31,813 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30