StockDriftsStockDriftsTop 6 Andera Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KMTS | KESTRA MED TECHNOLOGIES LTD | 43.94% | 2.73M | $77.2M | +0.00%(+0) | $24.99(+17.52%) | 2026-09-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 22.77% | 1.59M | $40.0M | +0.00%(+0) | $37.10(-43.62%) | 2026-09-30 | |
| AGMB | AGOMAB THERAPEUTICS NV | 9.72% | 1.54M | $17.1M | +0.00%(+0) | $10.49(-21.54%) | 2026-09-30 | |
| IVA | INVENTIVA SA | 7.63% | 3.63M | $13.4M | +0.00%(+0) | $4.93(-39.50%) | 2026-09-30 | |
| EVMN | EVOMMUNE INC | 0.46% | 97.4K | $804K | -93.01%(-1.29M) | $17.12(-69.22%) | 2026-09-30 | |
| NYXH | NYXOAH S A | 0.41% | 522.1K | $720K | +0.00%(+0) | $3.76(-74.62%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -16.69% |
| Top 20 Holdings Unweighted | — | — | — | — | -21.38% |
Andera Partners reports $175.70M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are KMTS (43.9%), MLYS (22.8%) and AGMB (9.7%). The top 20 holdings account for 84.93% of reported assets. Its disclosed equity book has returned -16.69% cumulatively over 3 quarters. Figures reflect the Q3 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