Kestra Medical Technologies, Ltd. (KMTS) 13F Investor Activity Report (Q2 2026)

KMTS ranks #4361 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

KMTS is a top-conviction position for Yu Fan — at 53.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KMTS belongs to Bain Capital Investors LLC, but the position matters far more to Yu Fan, who has 53.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Andera Partners has added to its KMTS position for two straight quarters, increasing it by $23.5M to reach $77.2M today.

KMTS is up 4.7% today, and institutions have been net buyers of $36.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

KMTS reported a net loss of $149.9M over the trailing twelve months.

• Not yet profitable — net loss of $149.9M over the trailing twelve months
• Revenue grew 60.7% year over year
• Net income declined year over year, from -$119.8M to -$149.9M
• Operating cash flow was negative, using $81.7M in cash
• Current ratio of 4.41x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.38x equity — within a conventional range