KVP Capital Advisors as of March 31, 2026
Portfolio Holdings for KVP Capital Advisors
KVP Capital Advisors holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Terns Pharmaceuticals (TERN) | 17.3 | $23M | 440k | 52.72 | |
| Praxis Precision Medicines I Com New (PRAX) | 10.3 | $14M | 43k | 322.19 | |
| Aadi Bioscience (WHWK) | 5.6 | $7.5M | 2.2M | 3.45 | |
| Axsome Therapeutics (AXSM) | 4.6 | $6.1M | 36k | 169.02 | |
| Sutro Biopharma Com Shs (STRO) | 4.2 | $5.6M | 227k | 24.91 | |
| Protagonist Therapeutics (PTGX) | 4.2 | $5.6M | 53k | 105.40 | |
| Erasca (ERAS) | 4.1 | $5.5M | 340k | 16.18 | |
| Trevi Therapeutics (TRVI) | 3.7 | $4.9M | 414k | 11.93 | |
| Tango Therapeutics (TNGX) | 3.6 | $4.8M | 230k | 20.92 | |
| Insmed Com Par $.01 (INSM) | 3.5 | $4.7M | 29k | 163.52 | |
| Edgewise Therapeutics (EWTX) | 3.1 | $4.2M | 133k | 31.50 | |
| Revolution Medicines (RVMD) | 2.9 | $3.9M | 40k | 97.25 | |
| Disc Medicine (IRON) | 2.8 | $3.7M | 58k | 63.94 | |
| Mbx Biosciences (MBX) | 2.7 | $3.6M | 122k | 29.85 | |
| Savara (SVRA) | 2.5 | $3.3M | 605k | 5.46 | |
| United Therapeutics Corporation (UTHR) | 2.1 | $2.8M | 4.8k | 592.98 | |
| Travere Therapeutics (TVTX) | 2.0 | $2.7M | 91k | 29.71 | |
| Ideaya Biosciences (IDYA) | 2.0 | $2.7M | 80k | 33.32 | |
| Compass Therapeutics (CMPX) | 2.0 | $2.6M | 500k | 5.29 | |
| Ocular Therapeutix (OCUL) | 1.9 | $2.5M | 300k | 8.47 | |
| Miragen Therapeutics (VRDN) | 1.8 | $2.4M | 125k | 19.56 | |
| Bright Minds Biosciences Com New (DRUG) | 1.7 | $2.3M | 32k | 72.97 | |
| Zura Bio Class A Ord Shs (ZURA) | 1.7 | $2.2M | 373k | 5.95 | |
| Scholar Rock Hldg Corp (SRRK) | 1.7 | $2.2M | 45k | 49.16 | |
| Immix Biopharma (IMMX) | 1.6 | $2.1M | 230k | 9.11 | |
| Soleno Therapeutics (SLNO) | 1.5 | $2.0M | 60k | 33.48 | |
| Nektar Therapeutics Com New (NKTR) | 1.4 | $1.9M | 27k | 71.95 | |
| Cabaletta Bio (CABA) | 1.0 | $1.4M | 505k | 2.69 | |
| Achieve Life Sciences (ACHV) | 1.0 | $1.4M | 462k | 2.94 | |
| Vera Therapeutics Cl A (VERA) | 1.0 | $1.3M | 33k | 40.23 | |
| Celcuity (CELC) | 0.3 | $457k | 4.0k | 114.14 | |
| Vyne Therapeutics (VYNE) | 0.2 | $299k | 501k | 0.60 |
