KVP Capital Advisors, LP
32 holdingsFiling period: 2026-03-31Current AUM: $151.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TERN | TERNS PHARMACEUTICALS INC | 440.0K | $23.2M | $23.2M | 15.34% | -- | 2026-03-31 |
| 2 | PRAX | PRAXIS PRECISION MEDICINES I | 42.9K | $13.8M | $13.2M | 8.73% | -- | 2026-03-31 |
| 3 | WHWK | WHITEHAWK THERAPEUTICS INC | 2.17M | $7.5M | $8.3M | 5.51% | -- | 2026-03-31 |
| 4 | AXSM | AXSOME THERAPEUTICS INC | 36.2K | $6.1M | $7.9M | 5.22% | -- | 2026-03-31 |
| 5 | STRO | SUTRO BIOPHARMA INC | 226.6K | $5.6M | $5.5M | 3.62% | -- | 2026-03-31 |
| 6 | PTGX | PROTAGONIST THERAPEUTICS INC | 53.0K | $5.6M | $7.2M | 4.79% | -- | 2026-03-31 |
| 7 | ERAS | ERASCA INC | 340.0K | $5.5M | $6.2M | 4.08% | -- | 2026-03-31 |
| 8 | TRVI | TREVI THERAPEUTICS INC | 414.0K | $4.9M | $7.6M | 5.00% | -- | 2026-03-31 |
| 9 | TNGX | TANGO THERAPEUTICS INC | 230.3K | $4.8M | $6.3M | 4.14% | -- | 2026-03-31 |
| 10 | INSM | INSMED INC | 28.5K | $4.7M | $2.8M | 1.86% | -- | 2026-03-31 |
| 11 | EWTX | EDGEWISE THERAPEUTICS INC | 133.0K | $4.2M | $5.1M | 3.38% | -- | 2026-03-31 |
| 12 | RVMD | REVOLUTION MEDICINES INC | 40.2K | $3.9M | $7.5M | 4.98% | +12.7K | 2026-03-31 |
| 13 | IRON | DISC MEDICINE INC | 58.3K | $3.7M | $4.5M | 2.97% | -- | 2026-03-31 |
| 14 | MBX | MBX BIOSCIENCES INC | 121.5K | $3.6M | $8.0M | 5.30% | -- | 2026-03-31 |
| 15 | SVRA | SAVARA INC | 605.3K | $3.3M | $3.3M | 2.18% | -- | 2026-03-31 |
| 16 | UTHR | UNITED THERAPEUTICS CORP DEL | 4.8K | $2.8M | $2.5M | 1.63% | -- | 2026-03-31 |
| 17 | TVTX | TRAVERE THERAPEUTICS INC | 91.0K | $2.7M | $5.1M | 3.36% | -- | 2026-03-31 |
| 18 | IDYA | IDEAYA BIOSCIENCES INC | 79.7K | $2.7M | $2.8M | 1.87% | -- | 2026-03-31 |
| 19 | CMPX | COMPASS THERAPEUTICS INC | 500.0K | $2.6M | $955K | 0.63% | -- | 2026-03-31 |
| 20 | OCUL | OCULAR THERAPEUTIX INC | 300.0K | $2.5M | $2.5M | 1.62% | -- | 2026-03-31 |
| 21 | VRDN | VIRIDIAN THERAPEUTICS INC | 125.0K | $2.4M | $2.4M | 1.56% | -- | 2026-03-31 |
| 22 | DRUG | BRIGHT MINDS BIOSCIENCES INC | 31.8K | $2.3M | $2.3M | 1.54% | -- | 2026-03-31 |
| 23 | — | ZURA BIO LTD | 373.1K | $2.2M | $2.2M | 1.47% | -- | 2026-03-31 |
| 24 | SRRK | SCHOLAR ROCK HLDG CORP | 45.0K | $2.2M | $2.1M | 1.41% | -- | 2026-03-31 |
| 25 | IMMX | IMMIX BIOPHARMA INC | 230.4K | $2.1M | $1.9M | 1.27% | -- | 2026-03-31 |
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