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13F holdings · Q3 2026

Andera Partners

Paris, I0 · files as Andera Partners
Holdings as of Sep 30, 2026Filed Oct 16, 2026Next filing due Feb 15, 2027CIK 1757283

Andera Partners reported 7 stocks worth $176M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are KMTS (43.9%), MLYS (22.8%) and AVLN (15.1%). Compared with Q2 2026, the fund trimmed EVMN and sold out of ABVX.

Reported value$176M−14.9% vs last quarter
Stocks held70 new · 1 sold out
Top 5 weight99.1%very concentrated
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
KMTS
Kestra Med Technologies Ltd
$77.2M43.9%2.7MNo change4 of 4
2
MLYS
Mineralys Therapeutics Inc
$40M22.8%1.6MNo change4 of 4
3
AVLN
Avalyn Pharma Inc
$26.5M15.1%930KNo change2 of 4
4
AGMB
Agomab Therapeutics NV
$17.1M9.7%1.5MNo change3 of 4
5
IVA
Inventiva SA
$13.4M7.6%3.6MNo change4 of 4
6
EVMN
Evommune Inc
$804K0.5%97K−1.3M (−93%)4 of 4
7
NYXH
Nyxoah S A
$720K0.4%522KNo change3 of 4

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
ABVX
Abivax SA
$10.4M78K

Reported value

last 4 quarters
$177MQ4 '25
$177MQ1 '26
$206MQ2 '26
$176MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 16, 202613F-HRQ3 2026SEC filing ↗

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Andera Partners 13F FAQ

What does Andera Partners own?

Andera Partners reported 7 stocks worth $176M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are KMTS (43.9%), MLYS (22.8%) and AVLN (15.1%). The table above lists every position in the filing (the top 10 without an account).

What did Andera Partners buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 0 added to, 1 trimmed and 1 sold out. It sold all of ABVX.

When will Andera Partners file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Andera Partners's portfolio worth?

The Q3 2026 filing reports $176M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.