The Analysis of KVP Capital Advisors, LP's Holdings & P&L


Currently, KVP Capital Advisors, LP holds 25 types of securities in its portfolio with a total value $96.8M. In the most recent quarter, they have increased their positions in TERN (+440.0K shares, valued at $17.8M), N/A (+42.9K shares, valued at $12.6M), AXSM (+36.2K shares, valued at $6.6M); initiated new positions in TERN (+440.0K shares, valued at $17.8M), N/A (+42.9K shares, valued at $12.6M), AXSM (+36.2K shares, valued at $6.6M).


1M P&L
+13.7M+17.03%
3M P&L
+18.1M+23.81%
HY P&L
+42.7M+83.10%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology75.4M
97.0%
2Drug Manufacturers - Specialty & Generic2.3M
3.0%

Top Industries by Stock Count

1Biotechnology19 stocks
95.0%
2Drug Manufacturers - Specialty & Generic1 stocks
5.0%
Stock Holdings
TERN
TERNS PHARMACEUTICALS INC
New
Shares440.0K
Event2025-12-31
Filed2026-02-18
PRAXIS PRECISION MEDICINES I
PRAXIS PRECISION MEDICINES I
New
Shares42.9K
Event2025-12-31
Filed2026-02-18
AXSM
AXSOME THERAPEUTICS INC
New
Shares36.2K
Event2025-12-31
Filed2026-02-18
WHWK
WHITEHAWK THERAPEUTICS INC
New
Shares2.2M
Event2025-12-31
Filed2026-02-18
TRVI
TREVI THERAPEUTICS INC
New
Shares414.0K
Event2025-12-31
Filed2026-02-18
INSM
INSMED INC
New
Shares28.5K
Event2025-12-31
Filed2026-02-18
PTGX
PROTAGONIST THERAPEUTICS INC
New
Shares53.0K
Event2025-12-31
Filed2026-02-18
IRON
DISC MEDICINE INC
New
Shares58.3K
Event2025-12-31
Filed2026-02-18
MBX
MBX BIOSCIENCES INC
New
Shares121.5K
Event2025-12-31
Filed2026-02-18
SVRA
SAVARA INC
New
Shares605.3K
Event2025-12-31
Filed2026-02-18
TVTX
TRAVERE THERAPEUTICS INC
New
Shares91.0K
Event2025-12-31
Filed2026-02-18
EWTX
EDGEWISE THERAPEUTICS INC
New
Shares133.0K
Event2025-12-31
Filed2026-02-18
JAZZ
JAZZ PHARMACEUTICALS PLC
New
Shares17.5K
Event2025-12-31
Filed2026-02-18
SOLENO THERAPEUTICS INC
SOLENO THERAPEUTICS INC
New
Shares59.7K
Event2025-12-31
Filed2026-02-18
UTHR
UNITED THERAPEUTICS CORP DEL
New
Shares4.8K
Event2025-12-31
Filed2026-02-18
ACHIEVE LIFE SCIENCES INC
ACHIEVE LIFE SCIENCES INC
New
Shares462.4K
Event2025-12-31
Filed2026-02-18
RVMD
REVOLUTION MEDICINES INC
New
Shares27.5K
Event2025-12-31
Filed2026-02-18
SRRK
SCHOLAR ROCK HLDG CORP
New
Shares45.0K
Event2025-12-31
Filed2026-02-18
VERA
VERA THERAPEUTICS INC
New
Shares32.7K
Event2025-12-31
Filed2026-02-18
IMMX
IMMIX BIOPHARMA INC
New
Shares230.4K
Event2025-12-31
Filed2026-02-18
NEKTAR THERAPEUTICS
NEKTAR THERAPEUTICS
New
Shares26.9K
Event2025-12-31
Filed2026-02-18
CABA
CABALETTA BIO INC
New
Shares505.4K
Event2025-12-31
Filed2026-02-18
FULC
FULCRUM THERAPEUTICS INC
New
Shares50.0K
Event2025-12-31
Filed2026-02-18
CELC
CELCUITY INC
New
Shares4.0K
Event2025-12-31
Filed2026-02-18
VYNE THERAPEUTICS INC
VYNE THERAPEUTICS INC
New
Shares500.6K
Event2025-12-31
Filed2026-02-18

Call Option Holdings
JAZZ PHARMACEUTICALS PLC Call
JAZZ PHARMACEUTICALS PLC
New
Shares31.0K
Event2025-12-31
Filed2026-02-18
FULCRUM THERAPEUTICS INC Call
FULCRUM THERAPEUTICS INC
New
Shares110.9K
Event2025-12-31
Filed2026-02-18

Put Option Holdings
No put option holdings data available