Kvp Capital Advisors, Lp Top Holdings and 13F Report (2026) About Kvp Capital Advisors, LpInvestment ActivityKvp Capital Advisors, Lp has $133.90 million in total holdings as of March 31, 2026.Kvp Capital Advisors, Lp owns shares of 32 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 23.92% of the portfolio was purchased this quarter.About 7.52% of the portfolio was sold this quarter.This quarter, Kvp Capital Advisors, Lp has purchased 27 new stocks and bought additional shares in 1 stock.Kvp Capital Advisors, Lp sold shares of 0 stocks and completely divested from 4 stocks this quarter.Largest Holdings Terns Pharmaceuticals $23,196,800PRAXIS PRECISION MEDICINES I $13,821,951Aadi Bioscience $7,472,690Axsome Therapeutics $6,118,524SUTRO BIOPHARMA INC $5,643,983 Largest New Holdings this Quarter 869367201 - SUTRO BIOPHARMA INC $5,643,983 Holding29479A108 - Erasca $5,501,200 Holding87583X109 - Tango Therapeutics $4,817,123 Holding45166A102 - IDEAYA Biosciences $2,655,604 Holding20454B104 - Compass Therapeutics $2,645,000 Holding Largest Purchases this Quarter SUTRO BIOPHARMA INC 226,575 shares (about $5.64M)Erasca 340,000 shares (about $5.50M)Tango Therapeutics 230,264 shares (about $4.82M)IDEAYA Biosciences 79,700 shares (about $2.66M)Compass Therapeutics 500,000 shares (about $2.65M) 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 PortfolioSectorTERNTerns Pharmaceuticals$23,196,8000.0%440,00017.3%MedicalPRAXIS PRECISION MEDICINES I$13,821,9510.0%42,90010.3%COM NEWAADIAadi Bioscience$7,472,6900.0%2,165,9975.6%MedicalAXSMAxsome Therapeutics$6,118,5240.0%36,2004.6%MedicalSUTRO BIOPHARMA INC$5,643,983$5,643,983 â–²New Holding226,5754.2%COM SHSPTGXProtagonist Therapeutics$5,586,2000.0%53,0004.2%MedicalERASErasca$5,501,200$5,501,200 â–²New Holding340,0004.1%MedicalTRVITrevi Therapeutics$4,939,0200.0%414,0003.7%MedicalTNGXTango Therapeutics$4,817,123$4,817,123 â–²New Holding230,2643.6%MedicalINSMInsmed$4,659,8290.0%28,4973.5%MedicalEWTXEdgewise Therapeutics$4,189,5000.0%133,0003.1%MedicalRVMDRevolution Medicines$3,909,450$1,235,075 â–²46.2%40,2002.9%MedicalIRONDisc Medicine$3,724,5050.0%58,2502.8%MedicalMBX BIOSCIENCES INC$3,627,4910.0%121,5242.7%COMSVRASavara$3,304,8290.0%605,2802.5%MedicalUTHRUnited Therapeutics$2,816,6550.0%4,7502.1%MedicalTVTXTravere Therapeutics$2,703,6100.0%91,0002.0%MedicalIDYAIDEAYA Biosciences$2,655,604$2,655,604 â–²New Holding79,7002.0%MedicalCMPXCompass Therapeutics$2,645,000$2,645,000 â–²New Holding500,0002.0%MedicalOCULOcular Therapeutix$2,541,000$2,541,000 â–²New Holding300,0001.9%MedicalVRDNViridian Therapeutics$2,445,000$2,445,000 â–²New Holding125,0001.8%MedicalBRIGHT MINDS BIOSCIENCES INC$2,321,395$2,321,395 â–²New Holding31,8131.7%COM NEWZURAZura Bio$2,220,112$2,220,112 â–²New Holding373,1281.7%MedicalSRRKScholar Rock$2,212,2000.0%45,0001.7%MedicalIMMXImmix Biopharma$2,099,1540.0%230,4231.6%MedicalSLNOSoleno Therapeutics$1,998,7560.0%59,7001.5%MedicalNEKTAR THERAPEUTICS$1,935,4550.0%26,9001.4%COM NEWCABACabaletta Bio$1,359,6090.0%505,4311.0%MedicalACHVAchieve Life Sciences$1,359,3240.0%462,3551.0%MedicalVERAVera Therapeutics$1,315,5210.0%32,7001.0%MedicalCELCCelcuity$456,5600.0%4,0000.3%MedicalVYNEVYNE Therapeutics$299,0790.0%500,5510.2%MedicalJAZZ PHARMACEUTICALS PLC$0$5,270,000 â–¼-100.0%00.0%CALLJAZZJazz Pharmaceuticals$0$2,975,000 â–¼-100.0%00.0%MedicalFULCRUM THERAPEUTICS INC$0$1,254,279 â–¼-100.0%00.0%CALLFULCFulcrum Therapeutics$0$565,500 â–¼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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