KVP Capital Advisors, LP
Top Portfolio Positions
32 positions ·
$133,897,372 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
440,000 | $23,196,800 | 17.32% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
42,900 | $13,821,951 | 10.32% | |
| WHWK |
Whitehawk Therapeutics, Inc.
Healthcare
|
2,165,997 | $7,472,689 | 5.58% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
36,200 | $6,118,524 | 4.57% | |
| STRO |
Sutro Biopharma, Inc.
Healthcare
|
226,575 | $5,643,983 | 4.22% | |
| PTGX |
Protagonist Therapeutics, Inc
Healthcare
|
53,000 | $5,586,200 | 4.17% | |
| ERAS |
Erasca, Inc.
Healthcare
|
340,000 | $5,501,200 | 4.11% | |
| TRVI |
Trevi Therapeutics, Inc.
Healthcare
|
414,000 | $4,939,020 | 3.69% | |
| TNGX |
Tango Therapeutics, Inc.
Healthcare
|
230,264 | $4,817,122 | 3.60% | |
| INSM |
INSMED Inc
Healthcare
|
28,497 | $4,659,829 | 3.48% |
Portfolio Trend
2 quarters · across all stocks
Holdings in MBX
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,627,491 | 121,524 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,832,866 | 121,524 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||