Kvp Capital Advisors, Lp Top Holdings and 13F Report (2026) About Kvp Capital Advisors, LpInvestment ActivityKvp Capital Advisors, Lp has $136.24 million in total holdings as of June 30, 2026.Kvp Capital Advisors, Lp owns shares of 35 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 13.74% of the portfolio was purchased this quarter.About 27.88% of the portfolio was sold this quarter.This quarter, Kvp Capital Advisors, Lp has purchased 32 new stocks and bought additional shares in 2 stocks.Kvp Capital Advisors, Lp sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings PRAXIS PRECISION MEDICINES I $14,362,491Aadi Bioscience $9,920,266Erasca $8,335,600Trevi Therapeutics $7,721,100SUTRO BIOPHARMA INC $7,522,290 Largest New Holdings this Quarter 875372203 - Tandem Diabetes Care $4,542,090 Holding04272N102 - ARRIVENT BIOPHARMA INC $3,543,480 Holding25056L103 - Design Therapeutics $2,676,950 Holding603170101 - Mineralys Therapeutics $2,270,853 Holding04317A107 - ARTIVA BIOTHERAPEUTICS INC $1,940,000 Holding Largest Purchases this Quarter Tandem Diabetes Care 301,000 shares (about $4.54M)ARRIVENT BIOPHARMA INC 102,000 shares (about $3.54M)Design Therapeutics 185,000 shares (about $2.68M)Mineralys Therapeutics 84,168 shares (about $2.27M)Erasca 115,000 shares (about $2.11M) Largest Sales this Quarter Axsome Therapeutics 24,200 shares (about $5.92M)Travere Therapeutics 52,000 shares (about $2.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKvp Capital Advisors, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRAXIS PRECISION MEDICINES I$14,362,4910.0%42,90010.5%COM NEWAADIAadi Bioscience$9,920,2660.0%2,165,9977.3%HealthcareERASErasca$8,335,600$2,106,800 â–²33.8%455,0006.1%HealthcareTRVITrevi Therapeutics$7,721,1000.0%414,0005.7%HealthcareSUTRO BIOPHARMA INC$7,522,2900.0%226,5755.5%COM SHSTNGXTango Therapeutics$7,198,0530.0%230,2645.3%HealthcareMBX BIOSCIENCES INC$6,708,1250.0%121,5244.9%COMPTGXProtagonist Therapeutics$6,496,7400.0%53,0004.8%HealthcareEWTXEdgewise Therapeutics$5,403,7900.0%133,0004.0%HealthcareTNDMTandem Diabetes Care$4,542,090$4,542,090 â–²New Holding301,0003.3%HealthcareIRONDisc Medicine$4,260,4050.0%58,2503.1%HealthcareSVRASavara$3,728,5250.0%605,2802.7%HealthcareARRIVENT BIOPHARMA INC$3,543,480$3,543,480 â–²New Holding102,0002.6%COMINSMInsmed$3,038,3500.0%28,4972.2%HealthcareACHVAchieve Life Sciences$3,019,1780.0%462,3552.2%HealthcareIDYAIDEAYA Biosciences$2,970,4190.0%79,7002.2%HealthcareOCULOcular Therapeutix$2,946,0000.0%300,0002.2%HealthcareAXSMAxsome Therapeutics$2,937,240$5,923,434 â–¼-66.9%12,0002.2%HealthcareDSGNDesign Therapeutics$2,676,950$2,676,950 â–²New Holding185,0002.0%HealthcareUTHRUnited Therapeutics$2,573,6930.0%4,7501.9%HealthcareSRRKScholar Rock$2,475,0000.0%45,0001.8%HealthcareIMMXImmix Biopharma$2,375,6610.0%230,4231.7%HealthcareVRDNViridian Therapeutics$2,296,2500.0%125,0001.7%HealthcareMLYSMineralys Therapeutics$2,270,853$2,270,853 â–²New Holding84,1681.7%HealthcareBRIGHT MINDS BIOSCIENCES INC$2,233,2730.0%31,8131.6%COM NEWTVTXTravere Therapeutics$2,215,590$2,954,120 â–¼-57.1%39,0001.6%HealthcareZURAZura Bio$2,201,4550.0%373,1281.6%HealthcareARTIVA BIOTHERAPEUTICS INC$1,940,000$1,940,000 â–²New Holding200,0001.4%COMNEKTAR THERAPEUTICS$1,877,8890.0%26,9001.4%COM NEWCMPXCompass Therapeutics$1,688,490$593,490 â–²54.2%771,0001.2%HealthcareCABACabaletta Bio$1,571,8900.0%505,4311.2%HealthcareVERAVera Therapeutics$1,403,1570.0%32,7001.0%HealthcareEOLSEvolus$1,041,000$1,041,000 â–²New Holding150,0000.8%HealthcareCELCCelcuity$418,4800.0%4,0000.3%HealthcareVYNEVYNE Therapeutics$325,7090.0%500,5510.2%HealthcareTERNTerns Pharmaceuticals$0$23,196,800 â–¼-100.0%00.0%HealthcareRVMDRevolution Medicines$0$3,909,450 â–¼-100.0%00.0%HealthcareSLNOSoleno Therapeutics$0$1,998,756 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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