Andera Partners reported 6 positions worth $158.62M for the quarter ended Sep 30, 2026, down 15.0% on the prior quarter. It opened 0 new positions, added to 0, trimmed 1 and exited 1. Its largest holding is Kestra Medical Technologies, Ltd. at 48.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ABVX Abivax S.A. | -78.1K | $10.41M | 5.58% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | KMTS Kestra Medical Technologies, Ltd. | Healthcare | 2.73M | $77.19M | 48.67% | 0 | 0.0% | Unchanged | 4.58% |
| 2 | MLYS Mineralys Therapeutics, Inc. | Healthcare | 1.59M | $40.00M | 25.22% | 0 | 0.0% | Unchanged | 1.8% |
| 3 | AVLN Avalyn Pharma Inc. | Healthcare | 929.8K | $26.49M | 16.7% | 0 | 0.0% | Unchanged | 2.1% |
| 4 | IVA Inventiva S.A. | Healthcare | 3.63M | $13.41M | 8.45% | 0 | 0.0% | Unchanged | 1.94% |
| 5 | EVMN Evommune, Inc. | Healthcare | 97.4K | $804.21K | 0.507% | -1.29M | -93.0% | Reduced | 0.27% |
| 6 | NYXH Nyxoah SA | Healthcare | 522.1K | $720.44K | 0.454% | 0 | 0.0% | Unchanged | 1.37% |
Tip. Select a row to see that position’s full history at Andera Partners.
As of its Q3 2026 13F filing, Andera Partners’s five largest positions were Kestra Medical Technologies, Ltd. (KMTS) at 48.7%, Mineralys Therapeutics, Inc. (MLYS) at 25.2%, Avalyn Pharma Inc. (AVLN) at 16.7%, Inventiva S.A. (IVA) at 8.5%, Evommune, Inc. (EVMN) at 0.5% of the reported portfolio.
Andera Partners reported a 13F portfolio worth $158.62M across 6 positions for Q3 2026. That is down 15.0% from the previous quarter.
Its largest sales by value were Evommune, Inc. ($10.69M), Abivax S.A. ($10.41M). It exited 1 positions entirely.
From the Form 13F-HR reports Andera Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.