KVP Capital Advisors as of Dec. 31, 2025
Portfolio Holdings for KVP Capital Advisors
KVP Capital Advisors holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Terns Pharmaceuticals (TERN) | 17.2 | $18M | 440k | 40.40 | |
| Praxis Precision Medicines I Com New (PRAX) | 12.2 | $13M | 43k | 294.74 | |
| Axsome Therapeutics (AXSM) | 6.4 | $6.6M | 36k | 182.64 | |
| Jazz Pharmaceuticals Call Call Option | 5.1 | $5.3M | 31k | 170.00 | |
| Aadi Bioscience (WHWK) | 5.1 | $5.2M | 2.2M | 2.42 | |
| Trevi Therapeutics (TRVI) | 5.0 | $5.2M | 414k | 12.52 | |
| Insmed Com Par $.01 (INSM) | 4.8 | $5.0M | 29k | 174.04 | |
| Protagonist Therapeutics (PTGX) | 4.5 | $4.6M | 53k | 87.34 | |
| Disc Medicine (IRON) | 4.5 | $4.6M | 58k | 79.41 | |
| Mbx Biosciences (MBX) | 3.7 | $3.8M | 122k | 31.54 | |
| Savara (SVRA) | 3.5 | $3.6M | 605k | 6.03 | |
| Travere Therapeutics (TVTX) | 3.4 | $3.5M | 91k | 38.21 | |
| Edgewise Therapeutics (EWTX) | 3.2 | $3.3M | 133k | 24.82 | |
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 2.9 | $3.0M | 18k | 170.00 | |
| Soleno Therapeutics (SLNO) | 2.7 | $2.8M | 60k | 46.30 | |
| United Therapeutics Corporation (UTHR) | 2.2 | $2.3M | 4.8k | 487.25 | |
| Achieve Life Sciences (ACHV) | 2.2 | $2.3M | 462k | 4.97 | |
| Revolution Medicines (RVMD) | 2.1 | $2.2M | 28k | 79.65 | |
| Scholar Rock Hldg Corp (SRRK) | 1.9 | $2.0M | 45k | 44.05 | |
| Vera Therapeutics Cl A (VERA) | 1.6 | $1.7M | 33k | 50.64 | |
| Fulcrum Therapeutics Call Call Option | 1.2 | $1.3M | 111k | 11.31 | |
| Immix Biopharma (IMMX) | 1.2 | $1.2M | 230k | 5.23 | |
| Nektar Therapeutics Com New (NKTR) | 1.1 | $1.1M | 27k | 42.28 | |
| Cabaletta Bio (CABA) | 1.1 | $1.1M | 505k | 2.19 | |
| Fulcrum Therapeutics (FULC) | 0.5 | $566k | 50k | 11.31 | |
| Celcuity (CELC) | 0.4 | $399k | 4.0k | 99.74 | |
| Vyne Therapeutics (VYNE) | 0.3 | $290k | 501k | 0.58 |
