KVP Capital Advisors, LP
Net seller this quarter
$136M
35
-$22.9M
57.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PRAX | $14.4M | 10.54% | 0.15% | Not reported | Q4 2025 |
 WHWK | $9.92M | 7.28% | 3.80% | Not reported | Q4 2025 |
 ERAS | $8.34M | 6.12% | 0.15% | +33.8% | Q1 2026 |
 TRVI | $7.72M | 5.67% | 0.29% | Not reported | Q4 2025 |
 STRO | $7.52M | 5.52% | 1.37% | Not reported | Q1 2026 |
 TNGX | $7.2M | 5.28% | 0.14% | Not reported | Q1 2026 |
 MBX | $6.71M | 4.92% | 0.25% | Not reported | Q4 2025 |
 PTGX | $6.5M | 4.77% | 0.08% | Not reported | Q4 2025 |
 EWTX | $5.4M | 3.97% | 0.12% | Not reported | Q4 2025 |
 TNDM | $4.54M | 3.33% | 0.43% | New | Q2 2026 |
 IRON | $4.26M | 3.13% | 0.15% | Not reported | Q4 2025 |
 SVRA | $3.73M | 2.74% | 0.29% | Not reported | Q4 2025 |
 AVBP | $3.54M | 2.60% | 0.21% | New | Q2 2026 |
 INSM | $3.04M | 2.23% | 0.01% | Not reported | Q4 2025 |
 ACHV | $3.02M | 2.22% | 0.45% | Not reported | Q4 2025 |
 IDYA | $2.97M | 2.18% | 0.08% | Not reported | Q1 2026 |
 OCUL | $2.95M | 2.16% | 0.14% | Not reported | Q1 2026 |
 AXSM | $2.94M | 2.16% | 0.02% | -66.9% | Q4 2025 |
 DSGN | $2.68M | 1.96% | 0.30% | New | Q2 2026 |
 UTHR | $2.57M | 1.89% | 0.01% | Not reported | Q4 2025 |
 SRRK | $2.48M | 1.82% | 0.04% | Not reported | Q4 2025 |
 IMMX | $2.38M | 1.74% | 0.32% | Not reported | Q4 2025 |
 VRDN | $2.3M | 1.69% | 0.11% | Not reported | Q1 2026 |
 MLYS | $2.27M | 1.67% | 0.10% | New | Q2 2026 |
 DRUG | $2.23M | 1.64% | 0.42% | Not reported | Q1 2026 |
 TVTX | $2.22M | 1.63% | 0.04% | -57.1% | Q4 2025 |
 ZURA | $2.2M | 1.62% | 0.39% | Not reported | Q1 2026 |
 ARTV | $1.94M | 1.42% | 0.81% | New | Q2 2026 |
 NKTR | $1.88M | 1.38% | 0.13% | Not reported | Q4 2025 |
 CMPX | $1.69M | 1.24% | 0.43% | +54.2% | Q1 2026 |
 CABA | $1.57M | 1.15% | 0.31% | Not reported | Q4 2025 |
 VERA | $1.4M | 1.03% | 0.05% | Not reported | Q4 2025 |
 EOLS | $1.04M | 0.76% | 0.23% | New | Q2 2026 |
 CELC | $418K | 0.31% | 0.01% | Not reported | Q4 2025 |
 VYNE | $326K | 0.24% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| TERN | $23.2M | 17.32% | 0.38% | Not reported | Q4 2025 |
| PRAX | $13.8M | 10.32% | 0.15% | Not reported | Q4 2025 |
| WHWK | $7.47M | 5.58% | 4.59% | Not reported | Q4 2025 |
| AXSM | $6.12M | 4.57% | 0.07% | Not reported | Q4 2025 |
| STRO | $5.64M | 4.22% | 1.37% | New | Q1 2026 |
| PTGX | $5.59M | 4.17% | 0.08% | Not reported | Q4 2025 |
| ERAS | $5.5M | 4.11% | 0.11% | New | Q1 2026 |
| TRVI | $4.94M | 3.69% | 0.32% | Not reported | Q4 2025 |
| TNGX | $4.82M | 3.60% | 0.16% | New | Q1 2026 |
| INSM | $4.66M | 3.48% | 0.01% | Not reported | Q4 2025 |
| EWTX | $4.19M | 3.13% | 0.12% | Not reported | Q4 2025 |
 RVMD | $3.91M | 2.92% | 0.02% | +46.2% | Q4 2025 |
| IRON | $3.72M | 2.78% | 0.15% | Not reported | Q4 2025 |
| MBX | $3.63M | 2.71% | 0.26% | Not reported | Q4 2025 |
| SVRA | $3.3M | 2.47% | 0.30% | Not reported | Q4 2025 |
| UTHR | $2.82M | 2.10% | 0.01% | Not reported | Q4 2025 |
| TVTX | $2.7M | 2.02% | 0.10% | Not reported | Q4 2025 |
| IDYA | $2.66M | 1.98% | 0.09% | New | Q1 2026 |
| CMPX | $2.65M | 1.98% | 0.28% | New | Q1 2026 |
| OCUL | $2.54M | 1.90% | 0.14% | New | Q1 2026 |
| VRDN | $2.45M | 1.83% | 0.12% | New | Q1 2026 |
| DRUG | $2.32M | 1.73% | 0.42% | New | Q1 2026 |
| ZURA | $2.22M | 1.66% | 0.39% | New | Q1 2026 |
| SRRK | $2.21M | 1.65% | 0.04% | Not reported | Q4 2025 |
| IMMX | $2.1M | 1.57% | 0.43% | Not reported | Q4 2025 |
| SLNO | $2M | 1.49% | 0.12% | Not reported | Q4 2025 |
| NKTR | $1.94M | 1.45% | 0.13% | Not reported | Q4 2025 |
| CABA | $1.36M | 1.02% | 0.45% | Not reported | Q4 2025 |
| ACHV | $1.36M | 1.02% | 0.87% | Not reported | Q4 2025 |
| VERA | $1.32M | 0.98% | 0.05% | Not reported | Q4 2025 |
| CELC | $457K | 0.34% | 0.01% | Not reported | Q4 2025 |
| VYNE | $299K | 0.22% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| TERN | $17.8M | 17.20% | 0.39% | New | Q4 2025 |
| PRAX | $12.6M | 12.24% | 0.17% | New | Q4 2025 |
| AXSM | $6.61M | 6.40% | 0.07% | New | Q4 2025 |
| WHWK | $5.24M | 5.07% | 4.59% | New | Q4 2025 |
| TRVI | $5.18M | 5.02% | 0.32% | New | Q4 2025 |
| INSM | $4.96M | 4.80% | 0.01% | New | Q4 2025 |
| PTGX | $4.63M | 4.48% | 0.08% | New | Q4 2025 |
| IRON | $4.63M | 4.48% | 0.15% | New | Q4 2025 |
| MBX | $3.83M | 3.71% | 0.27% | New | Q4 2025 |
| SVRA | $3.65M | 3.53% | 0.30% | New | Q4 2025 |
| TVTX | $3.48M | 3.36% | 0.10% | New | Q4 2025 |
| EWTX | $3.3M | 3.19% | 0.13% | New | Q4 2025 |
 JAZZ | $2.98M | 2.88% | 0.03% | New | Q4 2025 |
| SLNO | $2.76M | 2.67% | 0.11% | New | Q4 2025 |
| UTHR | $2.31M | 2.24% | 0.01% | New | Q4 2025 |
| ACHV | $2.3M | 2.22% | 0.87% | New | Q4 2025 |
| RVMD | $2.19M | 2.12% | 0.01% | New | Q4 2025 |
| SRRK | $1.98M | 1.92% | 0.04% | New | Q4 2025 |
| VERA | $1.66M | 1.60% | 0.05% | New | Q4 2025 |
| IMMX | $1.21M | 1.17% | 0.44% | New | Q4 2025 |
| NKTR | $1.14M | 1.10% | 0.13% | New | Q4 2025 |
| CABA | $1.11M | 1.07% | 0.50% | New | Q4 2025 |
 FULC | $566K | 0.55% | 0.08% | New | Q4 2025 |
| CELC | $399K | 0.39% | 0.01% | New | Q4 2025 |
| VYNE | $290K | 0.28% | Not reported | New | Q4 2025 |