Holders — by stockHoldings — by fund
KVP Capital Advisors, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001858198
$136.2M
disclosed book value
35
positions
10.5%
largest position share
Positions, as of 2026-06-30
top 35 of 35 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | PRAXPRAXIS PRECISION MEDICINES I | 42,900 | $14.4M | 10.5% |
| 2 | WHWKWHITEHAWK THERAPEUTICS INC | 2.2M | $9.9M | 7.3% |
| 3 | ERASERASCA INC | 455,000 | $8.3M | 6.1% |
| 4 | TRVITREVI THERAPEUTICS INC | 414,000 | $7.7M | 5.7% |
| 5 | STROSUTRO BIOPHARMA INC | 226,575 | $7.5M | 5.5% |
| 6 | TNGXTANGO THERAPEUTICS INC | 230,264 | $7.2M | 5.3% |
| 7 | MBXMBX BIOSCIENCES INC | 121,524 | $6.7M | 4.9% |
| 8 | PTGXPROTAGONIST THERAPEUTICS INC | 53,000 | $6.5M | 4.8% |
| 9 | EWTXEDGEWISE THERAPEUTICS INC | 133,000 | $5.4M | 4% |
| 10 | TNDMTANDEM DIABETES CARE INC | 301,000 | $4.5M | 3.3% |
| 11 | IRONDISC MEDICINE INC | 58,250 | $4.3M | 3.1% |
| 12 | SVRASAVARA INC | 605,280 | $3.7M | 2.7% |
| 13 | AVBPARRIVENT BIOPHARMA INC | 102,000 | $3.5M | 2.6% |
| 14 | INSMINSMED INC | 28,497 | $3.0M | 2.2% |
| 15 | ACHVACHIEVE LIFE SCIENCES INC | 462,355 | $3.0M | 2.2% |
| 16 | IDYAIDEAYA BIOSCIENCES INC | 79,700 | $3.0M | 2.2% |
| 17 | OCULOCULAR THERAPEUTIX INC | 300,000 | $2.9M | 2.2% |
| 18 | AXSMAXSOME THERAPEUTICS INC. | 12,000 | $2.9M | 2.2% |
| 19 | DSGNDESIGN THERAPEUTICS INC | 185,000 | $2.7M | 2% |
| 20 | UTHRUNITED THERAPEUTICS CORP DEL | 4,750 | $2.6M | 1.9% |
| 21 | SRRKSCHOLAR ROCK HLDG CORP | 45,000 | $2.5M | 1.8% |
| 22 | IMMXIMMIX BIOPHARMA INC | 230,423 | $2.4M | 1.7% |
| 23 | VRDNVIRIDIAN THERAPEUTICS INC | 125,000 | $2.3M | 1.7% |
| 24 | MLYSMINERALYS THERAPEUTICS INC | 84,168 | $2.3M | 1.7% |
| 25 | DRUGBRIGHT MINDS BIOSCIENCES INC | 31,813 | $2.2M | 1.6% |
| 26 | TVTXTRAVERE THERAPEUTICS INC | 39,000 | $2.2M | 1.6% |
| 27 | ZURA BIO LTD | 373,128 | $2.2M | 1.6% |
| 28 | ARTVARTIVA BIOTHERAPEUTICS INC | 200,000 | $1.9M | 1.4% |
| 29 | NKTRNEKTAR THERAPEUTICS | 26,900 | $1.9M | 1.4% |
| 30 | CMPXCOMPASS THERAPEUTICS INC | 771,000 | $1.7M | 1.2% |
| 31 | CABACABALETTA BIO INC | 505,431 | $1.6M | 1.2% |
| 32 | VERAVERA THERAPEUTICS INC | 32,700 | $1.4M | 1% |
| 33 | EOLSEVOLUS INC | 150,000 | $1.0M | 0.8% |
| 34 | CELCCELCUITY INC | 4,000 | $418,480 | 0.3% |
| 35 | MNLOUSDVYNE THERAPEUTICS INC | 500,551 | $325,709 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.