KVP Capital Advisors, LP
CIK: 0001858198SEC EDGAR →
Portfolio Value
$103.3M
Holdings
27
As of
Q4 2025
New Positions
27
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TERNS PHARMACEUTICALS INC | 440,000 | $17.8M | 17.20% |
| 2 | PRAXIS PRECISION MEDICINES I | 42,900 | $12.6M | 12.24% |
| 3 | AXSOME THERAPEUTICS INC | 36,200 | $6.6M | 6.40% |
| 4 | JAZZCall JAZZ PHARMACEUTICALS PLC | 31,000 | $5.3M | 5.10% |
| 5 | WHITEHAWK THERAPEUTICS INC | 2,165,997 | $5.2M | 5.07% |
| 6 | TREVI THERAPEUTICS INC | 414,000 | $5.2M | 5.02% |
| 7 | INSMED INC | 28,497 | $5.0M | 4.80% |
| 8 | PROTAGONIST THERAPEUTICS INC | 53,000 | $4.6M | 4.48% |
| 9 | DISC MEDICINE INC | 58,250 | $4.6M | 4.48% |
| 10 | MBX BIOSCIENCES INC | 121,524 | $3.8M | 3.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 23 | $90.1M | 87.2% |
| Unknown | 4 | $13.2M | 12.8% |