StockDriftsStockDriftsTop 35 Kvp Capital Advisors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | 10.54% | 42.9K | $14.4M | +0.00%(+0) | $173.87(+119.27%) | 2026-06-30 | |
| WHWK | WHITEHAWK THERAPEUTICS INC | 7.28% | 2.17M | $9.9M | +0.00%(+0) | $2.16(+116.67%) | 2026-06-30 | |
| ERAS | ERASCA INC | 6.12% | 455.0K | $8.3M | +33.82%(+115.00K) | $11.64(+53.46%) | 2026-06-30 | |
| TRVI | TREVI THERAPEUTICS INC | 5.67% | 414.0K | $7.7M | +0.00%(+0) | $10.84(+65.20%) | 2026-06-30 | |
| STRO | SUTRO BIOPHARMA INC | 5.52% | 226.6K | $7.5M | +0.00%(+0) | $18.24(+16.83%) | 2026-06-30 | |
| TNGX | TANGO THERAPEUTICS INC | 5.28% | 230.3K | $7.2M | +0.00%(+0) | $14.89(+72.26%) | 2026-06-30 | |
| MBX | MBX BIOSCIENCES INC | 4.92% | 121.5K | $6.7M | +0.00%(+0) | $24.52(+173.57%) | 2026-06-30 | |
| PTGX | PROTAGONIST THERAPEUTICS INC | 4.77% | 53.0K | $6.5M | +0.00%(+0) | $76.88(+98.20%) | 2026-06-30 | |
| EWTX | EDGEWISE THERAPEUTICS INC | 3.97% | 133.0K | $5.4M | +0.00%(+0) | $20.52(+111.45%) | 2026-06-30 | |
| TNDM | TANDEM DIABETES CARE INC | 3.33% | 301.0K | $4.5M | new | $17.34(+33.47%) | 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 | — | — | — | — | +31.59% |
| Top 20 Holdings Unweighted | — | — | — | — | +37.03% |
Kvp Capital Advisors LP reports $136.24M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are PRAX (10.5%), WHWK (7.3%) and ERAS (6.1%). The top 20 holdings account for 80.67% of reported assets. Its disclosed equity book has returned +31.59% 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 Kvp Capital Advisors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1858198). View Kvp Capital Advisors LP’s 13F filings on SEC