Q3 2026 13F · SEC CIK 1757283
Andera Partners
Hedge fundFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $175.7M
- Reported positions
- 7
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 4 qtrs
Andera Partners is a hedge fund that reported 7 positions worth $175.7M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Kestra Med Technologies Ltd (KMTS, 43.9%), Mineralys Therapeutics Inc (MLYS, 22.8%), Avalyn Pharmaceuticals Inc (AVLN, 15.1%).
Andera Partners holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KMTSKestra Med Technologies Ltd | 43.9% | +0.0% | $77.2M |
| MLYSMineralys Therapeutics Inc | 22.8% | +0.0% | $40.0M |
| AVLNAvalyn Pharmaceuticals Inc | 15.1% | +0.0% | $26.5M |
| AGMBAgomab Therapeutics NV | 9.7% | +0.0% | $17.1M |
| IVAInventiva SA | 7.6% | +0.0% | $13.4M |
| EVMNEvommune Inc | 0.5% | -93.0% | $804K |
| NYXHNyxoah S A | 0.4% | +0.0% | $720K |
What Andera Partners bought and sold in Q3 2026, against Q2 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- EVMN Evommune Inc-93.0% shares
Sold out
- ABVX Abivax SAwas 5.0%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $175.7M | 7 |
| Q2 2026 | $206.5M | 8 |
| Q1 2026 | $176.9M | 7 |
| Q4 2025 | $176.6M | 5 |
Questions about Andera Partners's portfolio
What stocks does Andera Partners own?
Andera Partners's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 7 positions worth $175.7M. The largest are Kestra Med Technologies Ltd (KMTS) at 43.9%, Mineralys Therapeutics Inc (MLYS) at 22.8%, Avalyn Pharmaceuticals Inc (AVLN) at 15.1%, Agomab Therapeutics NV (AGMB) at 9.7% and Inventiva SA (IVA) at 7.6%.
What did Andera Partners buy last quarter?
Andera Partners opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.
What did Andera Partners sell last quarter?
In Q3 2026, Andera Partners sold all of Abivax SA (ABVX) and Evommune Inc (EVMN) (-93.0% shares), compared with its Q2 2026 filing.
When is Andera Partners's next 13F filing due?
13F filings are due 45 days after each quarter ends. Andera Partners's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.