2026 Q2 Portfolio Activity
In 2026 Q2, Andera Partners maintained a portfolio of 8 distinct positions. They heavily accumulated shares in INVENTIVA SA, increasing the position by 99.8%. The fund also reduced its exposure to EVOMMUNE INC by 26.6%.
Position History
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Total Positions
8
Quarter
2026 Q2
Top Holding
KMTS (33.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Andera Partners Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KMTS
KESTRA MED TECH...
|
Healthcare | 33.62% | 30.36% |
#1
Prev: #1
|
6.5 |
—
|
33,487 | 1.2% |
P
S
|
2,728,679 | $69,417,594 |
$26.13
+1.0%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
MLYS
MINERALYS THERA...
|
Healthcare | 20.80% | 24.38% |
#2
1
Prev: #3
|
6.5 |
—
|
no change | no change |
P
S
|
1,591,917 | $42,949,921 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
N/A
AVALYN PHARMACE...
|
|
Unknown | 14.82% | — |
#3
Prev: #—
|
8.5 |
—
|
929,824 | — |
NEW
|
929,824 | $30,609,806 | — | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
N/A
AGOMAB THERAPEU...
|
|
Unknown | 9.67% | 9.12% |
#4
Prev: #4
|
5.4 |
—
|
no change | no change |
P
S
|
1,538,702 | $19,972,352 | — | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
EVMN
EVOMMUNE INC
|
Healthcare | 8.96% | 24.66% |
#5
3
Prev: #2
|
4.1 |
—
|
-505,372 | -26.6% |
P
S
|
1,391,990 | $18,499,547 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 6.65% | 5.70% |
#6
1
Prev: #5
|
5.7 |
—
|
1,815,000 | 99.8% |
P
S
|
3,633,181 | $13,733,424 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 5.04% | 4.92% |
#7
1
Prev: #6
|
3.0 |
—
|
no change | no change |
P
S
|
78,125 | $10,410,938 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
NYXH
NYXOAH S A
|
Healthcare | 0.43% | 0.86% |
#8
1
Prev: #7
|
1.2 |
—
|
no change | no change |
P
S
|
522,057 | $882,276 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-8 of 8 holdings