Kvp Capital Advisors, Lp Portfolio Stock Holdings
Kvp Capital Advisors, Lp disclosed 32 stock positions valued at approximately $133.9 million in its latest SEC 13F filing. The largest holdings include TERNS PHARMACEUTICALS INC, PRAXIS PRECISION MEDICINES I, and WHITEHAWK THERAPEUTICS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $133.9M
Holdings by Sector
Kvp Capital Advisors, Lp Portfolio Holdings in Q1 2026
27 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TERNS PHARMACEUTICALS INC | TERN | Healthcare | 17.32% | 440,000 | - | - | $23,196,800 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 10.32% | 42,900 | - | - | $13,821,951 |
| WHITEHAWK THERAPEUTICS INC | AADI | Healthcare | 5.58% | 2,165,997 | - | - | $7,472,690 |
| AXSOME THERAPEUTICS INC | AXSM | Healthcare | 4.57% | 36,200 | - | - | $6,118,524 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 4.17% | 53,000 | - | - | $5,586,200 |
| ERASCA INC | ERAS | Healthcare | 4.11% | 340,000 | +340,000 | +100.00% | $5,501,200 |
| TREVI THERAPEUTICS INC | TRVI | Healthcare | 3.69% | 414,000 | - | - | $4,939,020 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 3.60% | 230,264 | +230,264 | +100.00% | $4,817,123 |
| INSMED INC | INSM | Healthcare | 3.48% | 28,497 | - | - | $4,659,829 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 3.13% | 133,000 | - | - | $4,189,500 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 2.92% | 40,200 | +12,700 | +46.18% | $3,909,450 |
| DISC MEDICINE INC | IRON | Healthcare | 2.78% | 58,250 | - | - | $3,724,505 |
| SAVARA INC | SVRA | Healthcare | 2.47% | 605,280 | - | - | $3,304,829 |
| UNITED THERAPEUTICS CORP DEL | UTHR | Healthcare | 2.10% | 4,750 | - | - | $2,816,655 |
| TRAVERE THERAPEUTICS INC | TVTX | Healthcare | 2.02% | 91,000 | - | - | $2,703,610 |
| IDEAYA BIOSCIENCES INC | IDYA | Healthcare | 1.98% | 79,700 | +79,700 | +100.00% | $2,655,604 |
| COMPASS THERAPEUTICS INC | CMPX | Healthcare | 1.98% | 500,000 | +500,000 | +100.00% | $2,645,000 |
| OCULAR THERAPEUTIX INC | OCUL | Healthcare | 1.90% | 300,000 | +300,000 | +100.00% | $2,541,000 |
| VIRIDIAN THERAPEUTICS INC | VRDN | Healthcare | 1.83% | 125,000 | +125,000 | +100.00% | $2,445,000 |
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 1.65% | 45,000 | - | - | $2,212,200 |
| IMMIX BIOPHARMA INC | IMMX | Healthcare | 1.57% | 230,423 | - | - | $2,099,154 |
| SOLENO THERAPEUTICS INC | SLNO | Healthcare | 1.49% | 59,700 | - | - | $1,998,756 |
| CABALETTA BIO INC | CABA | Healthcare | 1.02% | 505,431 | - | - | $1,359,609 |
| ACHIEVE LIFE SCIENCES INC | ACHV | Healthcare | 1.02% | 462,355 | - | - | $1,359,324 |
| VERA THERAPEUTICS INC | VERA | Healthcare | 0.98% | 32,700 | - | - | $1,315,521 |
| CELCUITY INC | CELC | Healthcare | 0.34% | 4,000 | - | - | $456,560 |
| VYNE THERAPEUTICS INC | VYNE | Healthcare | 0.22% | 500,551 | - | - | $299,079 |