KVP Capital Advisors, LP Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$103.3M
Holdings
27
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TERNTERNS PHARMACEUTICALS INC | 440,000 | $17.8M | 17.20% | |
| 2 | PRAXPRAXIS PRECISION MEDICINES I | 42,900 | $12.6M | 12.24% | |
| 3 | AXSMAXSOME THERAPEUTICS INC | 36,200 | $6.6M | 6.40% | |
| 4 | JAZZJAZZ PHARMACEUTICALS PLC | 31,000 | $5.3M | 5.10% | Call |
| 5 | WHWKWHITEHAWK THERAPEUTICS INC | 2,165,997 | $5.2M | 5.07% | |
| 6 | TRVITREVI THERAPEUTICS INC | 414,000 | $5.2M | 5.02% | |
| 7 | IM8NINSMED INC | 28,497 | $5.0M | 4.80% | |
| 8 | PTGXPROTAGONIST THERAPEUTICS INC | 53,000 | $4.6M | 4.48% | |
| 9 | IRONDISC MEDICINE INC | 58,250 | $4.6M | 4.48% | |
| 10 | MBXMBX BIOSCIENCES INC | 121,524 | $3.8M | 3.71% | |
| 11 | YB4PSAVARA INC | 605,280 | $3.6M | 3.53% | |
| 12 | TVTXTRAVERE THERAPEUTICS INC | 91,000 | $3.5M | 3.36% | |
| 13 | EWTXEDGEWISE THERAPEUTICS INC | 133,000 | $3.3M | 3.19% | |
| 14 | JAZZJAZZ PHARMACEUTICALS PLC | 17,500 | $3.0M | 2.88% | |
| 15 | SLNOSOLENO THERAPEUTICS INC | 59,700 | $2.8M | 2.67% | |
| 16 | UTHUNITED THERAPEUTICS CORP DEL | 4,750 | $2.3M | 2.24% | |
| 17 | SP4PACHIEVE LIFE SCIENCES INC | 462,355 | $2.3M | 2.22% | |
| 18 | RVMDREVOLUTION MEDICINES INC | 27,500 | $2.2M | 2.12% | |
| 19 | SRRKSCHOLAR ROCK HLDG CORP | 45,000 | $2.0M | 1.92% | |
| 20 | VERAVERA THERAPEUTICS INC | 32,700 | $1.7M | 1.60% | |
| 21 | FULCFULCRUM THERAPEUTICS INC | 110,900 | $1.3M | 1.21% | Call |
| 22 | IMMXIMMIX BIOPHARMA INC | 230,423 | $1.2M | 1.17% | |
| 23 | NKTRNEKTAR THERAPEUTICS | 26,900 | $1.1M | 1.10% | |
| 24 | CABACABALETTA BIO INC | 505,431 | $1.1M | 1.07% | |
| 25 | FULCFULCRUM THERAPEUTICS INC | 50,000 | $565K | 0.55% | |
| 26 | CELCCELCUITY INC | 4,000 | $398K | 0.39% | |
| 27 | VYNEVYNE THERAPEUTICS INC | 500,551 | $290K | 0.28% |