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

Currently, KVP Capital Advisors, LP holds 32 types of securities in its portfolio with a total value $133.9M. In the most recent quarter, they have increased their positions in N/A (+226.6K shares, valued at $5.6M), ERAS (+340.0K shares, valued at $5.5M), TNGX (+230.3K shares, valued at $4.8M); initiated new positions in N/A (+226.6K shares, valued at $5.6M), ERAS (+340.0K shares, valued at $5.5M), TNGX (+230.3K shares, valued at $4.8M).

1M P&L

+872.2K+0.88%

3M P&L

+10.5M+11.64%

HY P&L

+21.4M+27.05%

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

1Biotechnology103.7M

97.4%

2Drug Manufacturers - Specialty & Generic2.8M

2.6%

Top Industries by Stock Count

1Biotechnology24 stocks

96.0%

2Drug Manufacturers - Specialty & Generic1 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TERN TERNS PHARMACEUTICALS INC440.0K shares0.00%2026-03-312026-05-13

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I42.9K shares0.00%2026-03-312026-05-13

WHWK WHITEHAWK THERAPEUTICS INC2.2M shares0.00%2026-03-312026-05-13

AXSM AXSOME THERAPEUTICS INC36.2K shares0.00%2026-03-312026-05-13

SUTRO BIOPHARMA INC SUTRO BIOPHARMA INC226.6K sharesnew addition2026-03-312026-05-13

PTGX PROTAGONIST THERAPEUTICS INC53.0K shares0.00%2026-03-312026-05-13

ERAS ERASCA INC340.0K sharesnew addition2026-03-312026-05-13

TRVI TREVI THERAPEUTICS INC414.0K shares0.00%2026-03-312026-05-13

Sponsored

TNGX TANGO THERAPEUTICS INC230.3K sharesnew addition2026-03-312026-05-13

INSM INSMED INC28.5K shares0.00%2026-03-312026-05-13

EWTX EDGEWISE THERAPEUTICS INC133.0K shares0.00%2026-03-312026-05-13

RVMD REVOLUTION MEDICINES INC40.2K shares46.18%2026-03-312026-05-13

IRON DISC MEDICINE INC58.3K shares0.00%2026-03-312026-05-13

MBX MBX BIOSCIENCES INC121.5K shares0.00%2026-03-312026-05-13

SVRA SAVARA INC605.3K shares0.00%2026-03-312026-05-13

UTHR UNITED THERAPEUTICS CORP DEL4.8K shares0.00%2026-03-312026-05-13

Sponsored

TVTX TRAVERE THERAPEUTICS INC91.0K shares0.00%2026-03-312026-05-13

IDYA IDEAYA BIOSCIENCES INC79.7K sharesnew addition2026-03-312026-05-13

CMPX COMPASS THERAPEUTICS INC500.0K sharesnew addition2026-03-312026-05-13

OCUL OCULAR THERAPEUTIX INC300.0K sharesnew addition2026-03-312026-05-13

VRDN VIRIDIAN THERAPEUTICS INC125.0K sharesnew addition2026-03-312026-05-13

BRIGHT MINDS BIOSCIENCES INC BRIGHT MINDS BIOSCIENCES INC31.8K sharesnew addition2026-03-312026-05-13

ZURA ZURA BIO LTD373.1K sharesnew addition2026-03-312026-05-13

SRRK SCHOLAR ROCK HLDG CORP45.0K shares0.00%2026-03-312026-05-13

Sponsored

IMMX IMMIX BIOPHARMA INC230.4K shares0.00%2026-03-312026-05-13

SOLENO THERAPEUTICS INC SOLENO THERAPEUTICS INC59.7K shares0.00%2026-03-312026-05-13

NEKTAR THERAPEUTICS NEKTAR THERAPEUTICS26.9K shares0.00%2026-03-312026-05-13

CABA CABALETTA BIO INC505.4K shares0.00%2026-03-312026-05-13

ACHIEVE LIFE SCIENCES INC ACHIEVE LIFE SCIENCES INC462.4K shares0.00%2026-03-312026-05-13

VERA VERA THERAPEUTICS INC32.7K shares0.00%2026-03-312026-05-13

CELC CELCUITY INC4.0K shares0.00%2026-03-312026-05-13

VYNE THERAPEUTICS INC VYNE THERAPEUTICS INC500.6K shares0.00%2026-03-312026-05-13

Sponsored

TERN

TERNS PHARMACEUTICALS INC

0.00%

Shares440.0K

Event2026-03-31

Filed2026-05-13

PRAXIS PRECISION MEDICINES I

0.00%

Shares42.9K

Event2026-03-31

Filed2026-05-13

WHWK

WHITEHAWK THERAPEUTICS INC

0.00%

Shares2.2M

Event2026-03-31

Filed2026-05-13

AXSM

AXSOME THERAPEUTICS INC

0.00%

Shares36.2K

Event2026-03-31

Filed2026-05-13

SUTRO BIOPHARMA INC

New

Shares226.6K

Event2026-03-31

Filed2026-05-13

PTGX

PROTAGONIST THERAPEUTICS INC

0.00%

Shares53.0K

Event2026-03-31

Filed2026-05-13

ERAS

ERASCA INC

New

Shares340.0K

Event2026-03-31

Filed2026-05-13

TRVI

TREVI THERAPEUTICS INC

0.00%

Shares414.0K

Event2026-03-31

Filed2026-05-13

TNGX

TANGO THERAPEUTICS INC

New

Shares230.3K

Event2026-03-31

Filed2026-05-13

INSM

INSMED INC

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-13

EWTX

EDGEWISE THERAPEUTICS INC

0.00%

Shares133.0K

Event2026-03-31

Filed2026-05-13

RVMD

REVOLUTION MEDICINES INC

46.18%

Shares40.2K

Event2026-03-31

Filed2026-05-13

IRON

DISC MEDICINE INC

0.00%

Shares58.3K

Event2026-03-31

Filed2026-05-13

MBX

MBX BIOSCIENCES INC

0.00%

Shares121.5K

Event2026-03-31

Filed2026-05-13

SVRA

SAVARA INC

0.00%

Shares605.3K

Event2026-03-31

Filed2026-05-13

UTHR

UNITED THERAPEUTICS CORP DEL

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-13

TVTX

TRAVERE THERAPEUTICS INC

0.00%

Shares91.0K

Event2026-03-31

Filed2026-05-13

IDYA

IDEAYA BIOSCIENCES INC

New

Shares79.7K

Event2026-03-31

Filed2026-05-13

CMPX

COMPASS THERAPEUTICS INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-13

OCUL

OCULAR THERAPEUTIX INC

New

Shares300.0K

Event2026-03-31

Filed2026-05-13

VRDN

VIRIDIAN THERAPEUTICS INC

New

Shares125.0K

Event2026-03-31

Filed2026-05-13

BRIGHT MINDS BIOSCIENCES INC

New

Shares31.8K

Event2026-03-31

Filed2026-05-13

ZURA

ZURA BIO LTD

New

Shares373.1K

Event2026-03-31

Filed2026-05-13

SRRK

SCHOLAR ROCK HLDG CORP

0.00%

Shares45.0K

Event2026-03-31

Filed2026-05-13

IMMX

IMMIX BIOPHARMA INC

0.00%

Shares230.4K

Event2026-03-31

Filed2026-05-13

SOLENO THERAPEUTICS INC

0.00%

Shares59.7K

Event2026-03-31

Filed2026-05-13

NEKTAR THERAPEUTICS

0.00%

Shares26.9K

Event2026-03-31

Filed2026-05-13

CABA

CABALETTA BIO INC

0.00%

Shares505.4K

Event2026-03-31

Filed2026-05-13

ACHIEVE LIFE SCIENCES INC

0.00%

Shares462.4K

Event2026-03-31

Filed2026-05-13

VERA

VERA THERAPEUTICS INC

0.00%

Shares32.7K

Event2026-03-31

Filed2026-05-13

CELC

CELCUITY INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

VYNE THERAPEUTICS INC

0.00%

Shares500.6K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available