Institutions / KVP Capital Advisors, LP

KVP Capital Advisors, LP

CIK 1858198 · Institution · as of Dec 31, 2025
Portfolio value
$96.82M
Positions
25
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Terns Pharmaceuticals, Inc.$17.78M440,00018.4%
Praxis Precision Medicines, Inc.$12.64M42,90013.1%
Axsome Therapeutics, Inc.$6.61M36,2006.8%
Whitehawk Therapeutics, Inc.WHWKCommon Stock$5.24M2,165,9975.4%
Trevi Therapeutics, Inc.$5.18M414,0005.4%
Insmed Inc$4.96M28,4975.1%
Protagonist Therapeutics Inc$4.63M53,0004.8%
Disc Medicine, Inc.IRONCommon Stock$4.63M58,2504.8%
MBX Biosciences, Inc.MBXCommon Stock$3.83M121,5244.0%
Savara IncSVRACommon Stock$3.65M605,2803.8%
Travere Therapeutics, Inc.$3.48M91,0003.6%
Edgewise Therapeutics, Inc.$3.30M133,0003.4%
Jazz Pharmaceuticals PLC$2.98M17,5003.1%
Soleno Therapeutics, Inc.$2.76M59,7002.9%
United Therapeutics Corp$2.31M4,7502.4%
Achieve Life Sciences, Inc.ACHVCommon Stock$2.30M462,3552.4%
Revolution Medicines, Inc.$2.19M27,5002.3%
Scholar Rock Holding Corp$1.98M45,0002.0%
Vera Therapeutics, Inc.$1.66M32,7001.7%
Immix Biopharma, Inc.$1.21M230,4231.2%
Nektar Therapeutics$1.14M26,9001.2%
Cabaletta Bio, Inc.$1.11M505,4311.1%
Fulcrum Therapeutics, Inc.$565.5K50,0000.6%
Celcuity Inc.CELCCommon Stock$399.0K4,0000.4%
Vyne Therapeutics Inc$290.4K500,5510.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.