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KVP Capital Advisors, LP
hedge fundUpdated 29 days agoManaged by Kvp Capital Advisors, Lp • Latest filing Q2 2026
Portfolio value
$136.2M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $103.3M |
| Q1 2026 | $133.9M |
| Q2 2026 | $136.2M |
Top holdings
35 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PRAX PRAXIS PRECISION MEDICINES I | $14.4M | 42.9K | 10.54% | — |
| 2 | ? N/A WHITEHAWK THERAPEUTICS INC | $9.9M | 2.17M | 7.28% | — |
| 3 | E EQR ERASCA INC | $8.3M | 455.0K | 6.12% | — |
| 4 | T TRVI TREVI THERAPEUTICS INC | $7.7M | 414.0K | 5.67% | — |
| 5 | ? N/A SUTRO BIOPHARMA INC | $7.5M | 226.6K | 5.52% | — |
| 6 | T TNGX TANGO THERAPEUTICS INC | $7.2M | 230.3K | 5.28% | — |
| 7 | M MBX MBX BIOSCIENCES INC | $6.7M | 121.5K | 4.92% | — |
| 8 | P PB PROTAGONIST THERAPEUTICS INC | $6.5M | 53.0K | 4.77% | — |
| 9 | E EWTX EDGEWISE THERAPEUTICS INC | $5.4M | 133.0K | 3.97% | — |
| 10 | T TNDM TANDEM DIABETES CARE INC | $4.5M | 301.0K | 3.33% | — |
| 11 | I IRON DISC MEDICINE INC | $4.3M | 58.3K | 3.13% | — |
| 12 | S SVRA SAVARA INC | $3.7M | 605.3K | 2.74% | — |
| 13 | ? N/A ARRIVENT BIOPHARMA INC | $3.5M | 102.0K | 2.60% | — |
| 14 | I INSM INSMED INC | $3M | 28.5K | 2.23% | — |
| 15 | A ACHV ACHIEVE LIFE SCIENCES INC | $3M | 462.4K | 2.22% | — |
| 16 | I IDYA IDEAYA BIOSCIENCES INC | $3M | 79.7K | 2.18% | — |
| 17 | O OCFC OCULAR THERAPEUTIX INC | $2.9M | 300.0K | 2.16% | — |
| 18 | A AXSM AXSOME THERAPEUTICS INC. | $2.9M | 12.0K | 2.16% | — |
| 19 | D DSGN DESIGN THERAPEUTICS INC | $2.7M | 185.0K | 1.96% | — |
| 20 | U UTHR UNITED THERAPEUTICS CORP DEL | $2.6M | 4.8K | 1.89% | — |