Holdings of KVP Capital Advisors, LP
30 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 63.2 % of the equity sleeve
Sector breakdown
- Health care 5.8 %
- Unattributed 94.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 30 | 129.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Terns Pharmaceuticals Inc | 440,000 | 23.2M $ | |
| 2 | Praxis Precision Medicines Inc | 42,900 | 13.8M $ | |
| 3 | Aadi Bioscience Inc | 2,165,997 | 7.5M $ | |
| 4 | Axsome Therapeutics Inc | 36,200 | 6.1M $ | |
| 5 | Sutro Biopharma Inc | 226,575 | 5.6M $ | |
| 6 | Protagonist Therapeutics Inc | 53,000 | 5.6M $ | |
| 7 | Erasca Inc | 340,000 | 5.5M $ | |
| 8 | Trevi Therapeutics Inc | 414,000 | 4.9M $ | |
| 9 | Tango Therapeutics Inc | 230,264 | 4.8M $ | |
| 10 | Insmed Inc | 28,497 | 4.7M $ | |
| 11 | Edgewise Therapeutics Inc | 133,000 | 4.2M $ | |
| 12 | Revolution Medicines Inc | 40,200 | 3.9M $ | |
| 13 | Disc Medicine Inc | 58,250 | 3.7M $ | |
| 14 | MBX Biosciences Inc | 121,524 | 3.6M $ | |
| 15 | Savara Inc | 605,280 | 3.3M $ | |
| 16 | United Therapeutics Corp | 4,750 | 2.8M $ | |
| 17 | Travere Therapeutics Inc | 91,000 | 2.7M $ | |
| 18 | Ideaya Biosciences Inc | 79,700 | 2.7M $ | |
| 19 | Compass Therapeutics Inc | 500,000 | 2.6M $ | |
| 20 | Ocular Therapeutix Inc | 300,000 | 2.5M $ | |
| 21 | Viridian Therapeutics Inc | 125,000 | 2.4M $ | |
| 22 | Scholar Rock Holding Corp | 45,000 | 2.2M $ | |
| 23 | Immix Biopharma Inc | 230,423 | 2.1M $ | |
| 24 | Soleno Therapeutics Inc | 59,700 | 2M $ | |
| 25 | Nektar Therapeutics | 26,900 | 1.9M $ | |
| 26 | Cabaletta Bio Inc | 505,431 | 1.4M $ | |
| 27 | ACHIEVE LIFE SCIENCES INC | 462,355 | 1.4M $ | |
| 28 | Vera Therapeutics Inc | 32,700 | 1.3M $ | |
| 29 | Celcuity Inc | 4,000 | 456.6K $ | |
| 30 | VYNE THERAPEUTICS INC | 500,551 | 299.1K $ | |