Kvp Capital Advisors, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$133.9M
Q ending 2026-03-31
Prior quarter
$103.3M
Q ending 2025-12-31
Change
+29.6% QoQ
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Terns Pharmaceuticals Inc | 430 | Shares | $23.2M | 440K |
| Praxis Precision Medicines I | PRAX | Shares | $13.8M | 43K |
| Whitehawk Therapeutics Inc | WHWK | Shares | $7.5M | 2.2M |
| Axsome Therapeutics Inc | AXSM | Shares | $6.1M | 36K |
| Sutro Biopharma Inc | STRO | Shares | $5.6M | 227K |
| Protagonist Therapeutics Inc | PTGX | Shares | $5.6M | 53K |
| Erasca Inc | ERAS | Shares | $5.5M | 340K |
| Trevi Therapeutics Inc | TRVI | Shares | $4.9M | 414K |
| Tango Therapeutics Inc | TNGX | Shares | $4.8M | 230K |
| Insmed Inc | INSM | Shares | $4.7M | 28K |
| Edgewise Therapeutics Inc | EWTX | Shares | $4.2M | 133K |
| Revolution Medicines Inc | RVMD | Shares | $3.9M | 40K |
| Disc Medicine Inc | IRON | Shares | $3.7M | 58K |
| Mbx Biosciences Inc | MBX | Shares | $3.6M | 122K |
| Savara Inc | SVRA | Shares | $3.3M | 605K |
| United Therapeutics Corp Del | UTHR | Shares | $2.8M | 5K |
| Travere Therapeutics Inc | TVTX | Shares | $2.7M | 91K |
| Ideaya Biosciences Inc | IDYA | Shares | $2.7M | 80K |
| Compass Therapeutics Inc | CMPX | Shares | $2.6M | 500K |
| Ocular Therapeutix Inc | OCUL | Shares | $2.5M | 300K |
| Viridian Therapeutics Inc | VRDN | Shares | $2.4M | 125K |
| Bright Minds Biosciences Inc | DRUG | Shares | $2.3M | 32K |
| Zura Bio Ltd | Shares | $2.2M | 373K | |
| Scholar Rock Hldg Corp | SRRK | Shares | $2.2M | 45K |
| Immix Biopharma Inc | IMMX | Shares | $2.1M | 230K |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $2.0M | 60K |
| Nektar Therapeutics | NKTR | Shares | $1.9M | 27K |
| Cabaletta Bio Inc | CABA | Shares | $1.4M | 505K |
| Achieve Life Sciences Inc | ACHV | Shares | $1.4M | 462K |
| Vera Therapeutics Inc | VERA | Shares | $1.3M | 33K |
| Celcuity Inc | CELC | Shares | $457K | 4K |
| Vyne Therapeutics Inc | VYNE | Shares | $299K | 501K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.