Institutional Fund
Kvp Capital Advisors, LP
San Francisco, CACIK 18581982 filings on record
Portfolio Value
$133.90M
Q1 2026
Holdings
32
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+38.3%
from $96.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Terns Pharmaceuticals Inc17.3%
- Praxis Precision Medicines I10.3%
- Whitehawk Therapeutics Inc5.6%
- Axsome Therapeutics Inc4.6%
- Sutro Biopharma Inc4.2%
- Protagonist Therapeutics Inc4.2%
- Other53.8%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Terns Pharmaceuticals Inc | 440.0K | $23.20M | 17.3% | 0 | Held |
| 2 | Praxis Precision Medicines I | 42.9K | $13.82M | 10.3% | 0 | Held |
| 3 | Whitehawk Therapeutics Inc | 2.17M | $7.47M | 5.6% | 0 | Held |
| 4 | Axsome Therapeutics Inc | 36.2K | $6.12M | 4.6% | 0 | Held |
| 5 | Sutro Biopharma Inc | 226.6K | $5.64M | 4.2% | +226.6K | New |
| 6 | Protagonist Therapeutics Inc | 53.0K | $5.59M | 4.2% | 0 | Held |
| 7 | Erasca Inc | 340.0K | $5.50M | 4.1% | +340.0K | New |
| 8 | Trevi Therapeutics Inc | 414.0K | $4.94M | 3.7% | 0 | Held |
| 9 | Tango Therapeutics Inc | 230.3K | $4.82M | 3.6% | +230.3K | New |
| 10 | Insmed Inc | 28.5K | $4.66M | 3.5% | 0 | Held |
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