Q2 2026 13F · SEC CIK 1858198

KVP Capital Advisors, LP

Hedge fundFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.2M
Reported positions: 35
Holdings vs S&P 500, 3 yrs: —
Assets under management: $220.9M

KVP Capital Advisors, LP is a hedge fund that reported 35 positions worth $136.2M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Praxis Precision Medicines I (PRAX, 10.5%), Whitehawk Therapeutics Inc (AADI, 7.3%), Erasca, Inc. (ERAS, 6.1%).

KVP Capital Advisors, LP holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

KVP Capital Advisors, LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PRAXPraxis Precision Medicines I	10.5%	10.3%	42,900	+0.0%	$14.4M
AADIWhitehawk Therapeutics Inc	7.3%	5.6%	2,165,997	+0.0%	$9.9M
ERASErasca, Inc.	6.1%	4.1%	455,000	+33.8%	$8.3M
TRVITrevi Therapeutics Inc	5.7%	3.7%	414,000	+0.0%	$7.7M
STROSutro Biopharma Inc	5.5%	4.2%	226,575	+0.0%	$7.5M
TNGXTango Therapeutics Inc	5.3%	3.6%	230,264	+0.0%	$7.2M
MBXMbx Biosciences Inc	4.9%	2.7%	121,524	+0.0%	$6.7M
PTGXProtagonist Therapeutics Inc	4.8%	4.2%	53,000	+0.0%	$6.5M
EWTXEdgewise Therapeutics Inc	4.0%	3.1%	133,000	+0.0%	$5.4M
TNDMTandem Diabetes Care Inc	3.3%	New	301,000	—	$4.5M
IRONDisc Medicine Inc	3.1%	2.8%	58,250	+0.0%	$4.3M
SVRASavara Inc	2.7%	2.5%	605,280	+0.0%	$3.7M
AVBPArrivent Biopharma Inc	2.6%	New	102,000	—	$3.5M
INSMInsmed Inc	2.2%	3.5%	28,497	+0.0%	$3.0M
ACHVAchieve Life Science Inc	2.2%	1.0%	462,355	+0.0%	$3.0M
IDYAIdeaya Biosciences Inc	2.2%	2.0%	79,700	+0.0%	$3.0M
OCULOcular Therapeutix Inc	2.2%	1.9%	300,000	+0.0%	$2.9M
AXSMAxsome Therapeutics, Inc.	2.2%	4.6%	12,000	-66.9%	$2.9M
DSGNDesign Therapeutics, Inc.	2.0%	New	185,000	—	$2.7M
UTHRUnited Therapeutics Corp Del	1.9%	2.1%	4,750	+0.0%	$2.6M
SRRKScholar Rock Hldg Corp	1.8%	1.7%	45,000	+0.0%	$2.5M
IMMXImmix Biopharma Inc	1.7%	1.6%	230,423	+0.0%	$2.4M
VRDNViridian Therapeutics Inc	1.7%	1.8%	125,000	+0.0%	$2.3M
MLYSMineralys Therapeutics Inc	1.7%	New	84,168	—	$2.3M
10919W405Bright Minds Biosciences Inc	1.6%	1.7%	31,813	+0.0%	$2.2M
TVTXTravere Therapeutics Inc	1.6%	2.0%	39,000	-57.1%	$2.2M
ZURAZura Bio Ltd	1.6%	1.7%	373,128	+0.0%	$2.2M
ARTVArtiva Biotherapeutics Inc	1.4%	New	200,000	—	$1.9M
NKTRNektar Therapeutics	1.4%	1.4%	26,900	+0.0%	$1.9M
CMPXCompass Therapeutics Inc	1.2%	2.0%	771,000	+54.2%	$1.7M
CABACabaletta Bio Inc	1.2%	1.0%	505,431	+0.0%	$1.6M
VERAVera Therapeutics Inc Class A	1.0%	1.0%	32,700	+0.0%	$1.4M
EOLSEvolus Inc	0.8%	New	150,000	—	$1.0M
CELCCelcuity Inc	0.3%	0.3%	4,000	+0.0%	$418K
VYNEVyne Therapeutics Inc	0.2%	0.2%	500,551	+0.0%	$326K

What KVP Capital Advisors, LP bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 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.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$136.2M	35
Q1 2026	$133.9M	32
Q4 2025	$96.8M	25

Questions about KVP Capital Advisors, LP's portfolio

What stocks does KVP Capital Advisors, LP own?

KVP Capital Advisors, LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 35 positions worth $136.2M. The largest are Praxis Precision Medicines I (PRAX) at 10.5%, Whitehawk Therapeutics Inc (AADI) at 7.3%, Erasca, Inc. (ERAS) at 6.1%, Trevi Therapeutics Inc (TRVI) at 5.7% and Sutro Biopharma Inc (STRO) at 5.5%.

What did KVP Capital Advisors, LP buy last quarter?

In Q2 2026, KVP Capital Advisors, LP added a new position in Tandem Diabetes Care Inc (TNDM), a new position in Arrivent Biopharma Inc (AVBP), a new position in Design Therapeutics, Inc. (DSGN), a new position in Mineralys Therapeutics Inc (MLYS), a new position in Artiva Biotherapeutics Inc (ARTV), Compass Therapeutics Inc (CMPX) (+54.2% shares) and Erasca, Inc. (ERAS) (+33.8% shares), compared with its Q1 2026 filing.

What did KVP Capital Advisors, LP sell last quarter?

In Q2 2026, KVP Capital Advisors, LP sold all of Terns Pharmaceuticals Inc (TERN), sold all of Revolution Medicines Inc (RVMD), sold all of Soleno Therapeutics Inc (SLNO), Axsome Therapeutics, Inc. (AXSM) (-66.9% shares) and Travere Therapeutics Inc (TVTX) (-57.1% shares), compared with its Q1 2026 filing.

When is KVP Capital Advisors, LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. KVP Capital Advisors, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does KVP Capital Advisors, LP manage?

KVP Capital Advisors, LP reported $220.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.2M.