StockDriftsStockDriftsTop 7 Andera Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KMTS | KESTRA MED TECHNOLOGIES LTD | 33.62% | 2.73M | $69.4M | +1.24%(+33.49K) | $24.99(+11.36%) | 2026-06-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 20.8% | 1.59M | $42.9M | +0.00%(+0) | $37.10(-27.48%) | 2026-06-30 | |
| AGMB | AGOMAB THERAPEUTICS NV | 9.67% | 1.54M | $20.0M | +0.00%(+0) | $10.49(+41.28%) | 2026-06-30 | |
| EVMN | EVOMMUNE INC | 8.96% | 1.39M | $18.5M | -26.64%(-505.37K) | $17.12(-19.04%) | 2026-06-30 | |
| IVA | INVENTIVA SA | 6.65% | 3.63M | $13.7M | +99.83%(+1.81M) | $4.93(-2.95%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 5.04% | 78.1K | $10.4M | +0.00%(+0) | $109.88(+15.64%) | 2026-06-30 | |
| NYXH | NYXOAH S A | 0.43% | 522.1K | $882K | +0.00%(+0) | $3.76(-57.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -12.60% |
| Top 20 Holdings Unweighted | — | — | — | — | -9.12% |
Andera Partners reports $206.48M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are KMTS (33.6%), MLYS (20.8%) and AGMB (9.7%). The top 20 holdings account for 85.17% of reported assets. Its disclosed equity book has returned -12.60% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Andera Partners’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1757283). View Andera Partners’s 13F filings on SEC