KVP Capital Advisors
KVP Capital Advisors reported 35 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PRAX (10.5%), WHWK (7.3%) and ERAS (6.1%). Compared with Q1 2026, the fund opened new positions in TNDM, AVBP and DSGN, added to ERAS and CMPX, trimmed AXSM and TVTX and sold out of RVMD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PRAX Praxis Precision Medicines I | $14.4M | 10.5% | 43K | No change | 3 of 3 | |
| 2 |  WHWK Whitehawk Therapeutics Inc | $9.9M | 7.3% | 2.2M | No change | 3 of 3 | |
| 3 |  ERAS Erasca Inc | $8.3M | 6.1% | 455K | +115K (+34%) | 2 of 3 | |
| 4 |  TRVI Trevi Therapeutics Inc | $7.7M | 5.7% | 414K | No change | 3 of 3 | |
| 5 |  STRO Sutro Biopharma Inc | $7.5M | 5.5% | 227K | No change | 2 of 3 | |
| 6 |  TNGX Tango Therapeutics Inc | $7.2M | 5.3% | 230K | No change | 2 of 3 | |
| 7 |  MBX Mbx Biosciences Inc | $6.7M | 4.9% | 122K | No change | 3 of 3 | |
| 8 |  PTGX Protagonist Therapeutics Inc | $6.5M | 4.8% | 53K | No change | 3 of 3 | |
| 9 |  EWTX Edgewise Therapeutics Inc | $5.4M | 4.0% | 133K | No change | 3 of 3 | |
| 10 |  TNDM Tandem Diabetes Care Inc | $4.5M | 3.3% | 301K | New position | 1 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
TERNS PHARMACEUTICALS INC | $23.2M | 440K |
 RVMD Revolution Medicines Inc | $3.9M | 40K |
SOLENO THERAPEUTICS INC | $2M | 60K |
Reported value
last 3 quartersThe 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →KVP Capital Advisors 13F FAQ
What does KVP Capital Advisors own?
KVP Capital Advisors reported 35 stocks worth $136M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are PRAX (10.5%), WHWK (7.3%) and ERAS (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did KVP Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 2 added to, 2 trimmed and 3 sold out. New positions include TNDM, AVBP and DSGN. It sold all of RVMD.
When will KVP Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is KVP Capital Advisors's portfolio worth?
The Q2 2026 filing reports $136M 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.