Andera Partners
Net buyer this quarter
$206M
8
+$31.6M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 KMTS | $69.4M | 33.62% | 4.67% | +1.2% | Q4 2025 |
 MLYS | $42.9M | 20.80% | 1.80% | Not reported | Q4 2025 |
 AVLN | $30.6M | 14.82% | 2.10% | New | Q2 2026 |
 AGMB | $20M | 9.67% | 4.50% | Not reported | Q1 2026 |
 EVMN | $18.5M | 8.96% | 3.84% | -26.6% | Q4 2025 |
 IVA | $13.7M | 6.65% | 1.88% | +99.8% | Q4 2025 |
 ABVX | $10.4M | 5.04% | 0.10% | Not reported | Q4 2025 |
 NYXH | $882K | 0.43% | 1.21% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| KMTS | $53.7M | 30.36% | 4.62% | +6.1% | Q4 2025 |
| EVMN | $43.6M | 24.66% | 5.27% | Not reported | Q4 2025 |
| MLYS | $43.1M | 24.38% | 1.93% | Not reported | Q4 2025 |
| AGMB | $16.1M | 9.12% | 4.50% | New | Q1 2026 |
| IVA | $10.1M | 5.70% | 0.94% | Not reported | Q4 2025 |
| ABVX | $8.7M | 4.92% | 0.10% | Not reported | Q4 2025 |
| NYXH | $1.52M | 0.86% | 1.21% | New | Q1 2026 |
| Q4 2025 | |||||
| KMTS | $67.4M | 38.14% | 4.35% | New | Q4 2025 |
| MLYS | $57.8M | 32.71% | 1.95% | New | Q4 2025 |
| EVMN | $32.5M | 18.39% | 6.02% | New | Q4 2025 |
| ABVX | $10.5M | 5.97% | 0.10% | New | Q4 2025 |
| IVA | $8.45M | 4.79% | 0.94% | New | Q4 2025 |