KVP Capital Advisors, LP reported 34 positions worth $135.91M for the quarter ended Jun 30, 2026, up 25.4% on the prior quarter. It opened 6 new positions, added to 2, trimmed 2 and exited 1. Its largest holding is Praxis Precision Medicines, Inc. at 10.6% 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.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TNDM Tandem Diabetes Care Inc | +301.0K | – | $4.54M | 3.34% |
| AVBP ArriVent BioPharma, Inc. | +102.0K | – | $3.54M | 2.61% |
| DSGN Design Therapeutics, Inc. | +185.0K | – | $2.68M | 1.97% |
| MLYS Mineralys Therapeutics, Inc. | +84.2K | – | $2.27M | 1.67% |
| ERAS Erasca, Inc. | +115.0K | +33.8% | $2.11M | 6.13% |
| ARTV Artiva Biotherapeutics, Inc. | +200.0K | – | $1.94M | 1.43% |
| EOLS Evolus, Inc. | +150.0K | – | $1.04M | 0.766% |
| CMPX Compass Therapeutics, Inc. | +271.0K | +54.2% | $593.49K | 1.24% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TNDM Tandem Diabetes Care Inc | +301.0K | $4.54M | 3.34% |
| AVBP ArriVent BioPharma, Inc. | +102.0K | $3.54M | 2.61% |
| DSGN Design Therapeutics, Inc. | +185.0K | $2.68M | 1.97% |
| MLYS Mineralys Therapeutics, Inc. | +84.2K | $2.27M | 1.67% |
| ARTV Artiva Biotherapeutics, Inc. | +200.0K | $1.94M | 1.43% |
| EOLS Evolus, Inc. | +150.0K | $1.04M | 0.766% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| RVMD Revolution Medicines, Inc. | -40.2K | $3.91M | 3.61% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PRAX Praxis Precision Medicines, Inc. | Healthcare | 42.9K | $14.36M | 10.57% | 0 | 0.0% | Unchanged | 0.15% |
| 2 | WHWK Whitehawk Therapeutics, Inc. | Healthcare | 2.17M | $9.92M | 7.3% | 0 | 0.0% | Unchanged | 2.61% |
| 3 | ERAS Erasca, Inc. | Healthcare | 455.0K | $8.34M | 6.13% | +115.0K | +33.8% | Added | 0.15% |
| 4 | TRVI Trevi Therapeutics, Inc. | Healthcare | 414.0K | $7.72M | 5.68% | 0 | 0.0% | Unchanged | 0.26% |
| 5 | STRO Sutro Biopharma, Inc. | Healthcare | 226.6K | $7.52M | 5.53% | 0 | 0.0% | Unchanged | 1.37% |
| 6 | TNGX Tango Therapeutics, Inc. | Healthcare | 230.3K | $7.20M | 5.3% | 0 | 0.0% | Unchanged | 0.14% |
| 7 | MBX MBX Biosciences, Inc. | Healthcare | 121.5K | $6.71M | 4.94% | 0 | 0.0% | Unchanged | 0.25% |
| 8 | PTGX Protagonist Therapeutics, Inc | Healthcare | 53.0K | $6.50M | 4.78% | 0 | 0.0% | Unchanged | 0.08% |
| 9 | EWTX Edgewise Therapeutics, Inc. | Healthcare | 133.0K | $5.40M | 3.98% | 0 | 0.0% | Unchanged | 0.12% |
| 10 | TNDM Tandem Diabetes Care Inc | Healthcare | 301.0K | $4.54M | 3.34% | +301.0K | – | New | 0.43% |
| 11 | IRON Disc Medicine, Inc. | Healthcare | 58.3K | $4.26M | 3.13% | 0 | 0.0% | Unchanged | 0.15% |
| 12 | SVRA Savara Inc | Healthcare | 605.3K | $3.73M | 2.74% | 0 | 0.0% | Unchanged | 0.24% |
| 13 | AVBP ArriVent BioPharma, Inc. | Healthcare | 102.0K | $3.54M | 2.61% | +102.0K | – | New | 0.21% |
| 14 | INSM INSMED Inc | Healthcare | 28.5K | $3.04M | 2.24% | 0 | 0.0% | Unchanged | 0.01% |
| 15 | ACHV Achieve Life Sciences, Inc. | Healthcare | 462.4K | $3.02M | 2.22% | 0 | 0.0% | Unchanged | 0.45% |
Tip. Select a row to see that position’s full history at KVP Capital Advisors.
As of its Q2 2026 13F filing, KVP Capital Advisors, LP’s five largest positions were Praxis Precision Medicines, Inc. (PRAX) at 10.6%, Whitehawk Therapeutics, Inc. (WHWK) at 7.3%, Erasca, Inc. (ERAS) at 6.1%, Trevi Therapeutics, Inc. (TRVI) at 5.7%, Sutro Biopharma, Inc. (STRO) at 5.5% of the reported portfolio.
KVP Capital Advisors, LP reported a 13F portfolio worth $135.91M across 34 positions for Q2 2026. That is up 25.4% from the previous quarter.
Its largest purchases by value were Tandem Diabetes Care Inc ($4.54M), ArriVent BioPharma, Inc. ($3.54M), Design Therapeutics, Inc. ($2.68M). It opened 6 new positions.
Its largest sales by value were Axsome Therapeutics, Inc. ($5.92M), Revolution Medicines, Inc. ($3.91M), Travere Therapeutics, Inc. ($2.95M). It exited 1 positions entirely.
From the Form 13F-HR reports KVP Capital Advisors, LP 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.