Travere Therapeutics Inc (TVTX) Smart Money Holdings (13F, Q2 2026)

TVTX ranks #1965 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TVTX is a top-conviction position for Kynam Capital Management, LP — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TVTX belongs to Jupiter Topco LLC, but the position matters far more to Kynam Capital Management, LP, who has 6.3% 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.

Assenagon Asset Management S.A. has added to its TVTX position for two straight quarters, increasing it by $67.2M to reach $67.4M today.

TVTX is down 6% today, but institutions show net buying of $565.2M this quarter — a divergence between today's price move and the underlying institutional flow.

TVTX reported a net loss of $43.5M over the trailing twelve months.

• Not yet profitable — net loss of $43.5M over the trailing twelve months
• Revenue grew 77.1% year over year
• Net income improved year over year, from -$169.1M to -$43.5M
• Generated $37.8M in positive operating cash flow
• Current ratio of 2.74x — enough short-term assets to cover short-term liabilities
• Liabilities run 4.27x equity — a highly leveraged balance sheet worth noting