Andera Partners Top Holdings: Focus on Healthcare with Mineralys Therapeutics and Abivax Leading Positions
As of June 30, 2026, investment firm Andera Partners holds a concentrated portfolio in the Healthcare sector. Their largest position is in Mineralys Therapeutics Inc (MLYS) representing approximately one-fifth of their total holdings.
Andera Partners, a specialized healthcare-focused investment platform, maintains a significant concentration in its portfolio as of . The firm's total portfolio value stands at approximately $53.4 million.
Within this carefully curated investment landscape, two companies stand out with particularly large allocations:
- Mineralys Therapeutics Inc, identified by its ticker
MLYS. This position accounts for a substantial 20.8% allocation to the firm's total portfolio value. - Abivax SA, represented by ticker
ABVX. This investment makes up 5.04% of Andera Partners' portfolio.
Both companies belong to the vital and dynamic Healthcare sector, which currently represents a complete allocation of 100% for this investor's portfolio according to available data.
Mineralys Therapeutics, operating under ticker MLYS, is positioned as Andera Partners' largest holding. This indicates a strong confidence in the company's potential and strategic importance within their investment thesis for healthcare-focused entities.
The firm maintains its stake in Mineralys without any recent changes, with "change_in_shares_from_prior_period" showing 0 shares added or removed during the reporting period. Their position remains unchanged at a value representing over one-fifth of Andera's total assets as of June 30.
Abivax SA, trading under ticker ABVX, holds the second spot in terms of portfolio weight for this investor. This investment also shows no change in share count from previous periods, maintaining its allocation at exactly 5.04%.
The stability in both holdings' share counts suggests that Andera Partners is likely holding onto these positions steadily as their investments mature or continue to perform well according to the firm's criteria for portfolio management.