KVP Capital Advisors, LP 13F 持仓 · 2026年Q2
KVP Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 1.36 亿美元。前几大持仓：PRAX（10.54%）、WHWK（7.28%）、ERAS（6.12%）。本季前 25 大持仓中：新建仓 4 只、增持 1 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $14.4M | 10.54% | 42,900 | 持平 |
| 2 | WHWK | WHITEHAWK THERAPEUTICS INC | $9.9M | 7.28% | 2.2M | 持平 |
| 3 | ERAS | ERASCA INC | $8.3M | 6.12% | 455,000 | 增持 |
| 4 | TRVI | TREVI THERAPEUTICS INC | $7.7M | 5.67% | 414,000 | 持平 |
| 5 | STRO | SUTRO BIOPHARMA INC | $7.5M | 5.52% | 226,575 | 持平 |
| 6 | TNGX | TANGO THERAPEUTICS INC | $7.2M | 5.28% | 230,264 | 持平 |
| 7 | MBX | MBX BIOSCIENCES INC | $6.7M | 4.92% | 121,524 | 持平 |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | $6.5M | 4.77% | 53,000 | 持平 |
| 9 | EWTX | EDGEWISE THERAPEUTICS INC | $5.4M | 3.97% | 133,000 | 持平 |
| 10 | TNDM | TANDEM DIABETES CARE INC | $4.5M | 3.33% | 301,000 | 新建仓 |
| 11 | IRON | DISC MEDICINE INC | $4.3M | 3.13% | 58,250 | 持平 |
| 12 | SVRA | SAVARA INC | $3.7M | 2.74% | 605,280 | 持平 |
| 13 | AVBP | ARRIVENT BIOPHARMA INC | $3.5M | 2.60% | 102,000 | 新建仓 |
| 14 | INSM | INSMED INC | $3.0M | 2.23% | 28,497 | 持平 |
| 15 | ACHV | ACHIEVE LIFE SCIENCES INC | $3.0M | 2.22% | 462,355 | 持平 |
| 16 | IDYA | IDEAYA BIOSCIENCES INC | $3.0M | 2.18% | 79,700 | 持平 |
| 17 | AXSM | AXSOME THERAPEUTICS INC. | $2.9M | 2.16% | 12,000 | 减持 |
| 18 | OCUL | OCULAR THERAPEUTIX INC | $2.9M | 2.16% | 300,000 | 持平 |
| 19 | DSGN | DESIGN THERAPEUTICS INC | $2.7M | 1.96% | 185,000 | 新建仓 |
| 20 | UTHR | UNITED THERAPEUTICS CORP DEL | $2.6M | 1.89% | 4,750 | 持平 |
| 21 | SRRK | SCHOLAR ROCK HLDG CORP | $2.5M | 1.82% | 45,000 | 持平 |
| 22 | IMMX | IMMIX BIOPHARMA INC | $2.4M | 1.74% | 230,423 | 持平 |
| 23 | VRDN | VIRIDIAN THERAPEUTICS INC | $2.3M | 1.69% | 125,000 | 持平 |
| 24 | MLYS | MINERALYS THERAPEUTICS INC | $2.3M | 1.67% | 84,168 | 新建仓 |
| 25 | DRUG | BRIGHT MINDS BIOSCIENCES INC | $2.2M | 1.64% | 31,813 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR