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CIK: 0001757283
Total reported value
$206.5M
$206.5M
7 檔
80.7%
During the Q1 2026 filing period, Andera Partners (CIK: 0001757283) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $206.5M across 7 reported positions.
In Q1 2026, Andera Partners displayed an active expansion posture, initiating 2 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KMTS | Kestra Medical Technologies, Ltd. | Stock-Other | 30.36% | +3.26% | +6.11% | |
| 2 | EVMN | Evommune Inc | Stock-Other | 24.66% | -15.70% | — | |
| 3 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 24.38% | -3.58% | — | |
| 4 | AGMB | Agomab Therapeutics NV | Stock-Other | 9.12% | +0.55% | — | |
| 5 | IVA | Inventiva SA - Adr | Stock-Other | 5.70% | +0.95% | — | |
| 6 | ABVX | Abivax Sa-adr | Stock-Other | 4.92% | +0.12% | — | |
| 7 | ✓ | Nyxoah S A | Stock-Other | 0.86% | -0.43% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVMN | Evommune Inc | +6.3% | — | Unchanged |
| 2 | IVA | Inventiva SA - Adr | +0.9% | — | Unchanged |
| 3 | ABVX | Abivax Sa-adr | -1.1% | — | Unchanged |
| 4 | KMTS | Kestra Medical Technologies, Ltd. | -7.8% | +6.11% | Add |
| 5 | MLYS | Mineralys Therapeutics Inc | -8.3% | — | Unchanged |
| 6 | AGMB | Agomab Therapeutics NV | — | NEW | New buy |
| 7 | ✓ | Nyxoah S A | — | NEW | New buy |
According to official SEC Form 13F filings, Andera Partners reported a total U.S. public equity portfolio value of $206.5M across 7 disclosed positions in Q1 2026.
During Q1 2026, Andera Partners's top holdings by market value included KMTS (30.4%)、EVMN (24.7%)、MLYS (24.4%). The largest single position, KMTS, represented 30.4% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including KMTS, EVMN, MLYS) accounted for 80.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AGMB
市值: $16.1M
In Q1 2026, Andera Partners made 3 total portfolio adjustments, initiating 2 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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