2026 Q3 Portfolio Activity
In 2026 Q3, Andera Partners maintained a portfolio of 8 distinct positions. The fund also reduced its exposure to EVOMMUNE INC by 93.0%.
Position History
hover any row below to update
Loading…
Total Positions
8
Quarter
2026 Q3
Top Holding
KMTS (43.9%)
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 Q3
| 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 | 43.94% | 33.62% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
2,728,679 | $77,194,329 |
$26.13
+10.2%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-16 | ||
|
MLYS
MINERALYS THERA...
|
Healthcare | 22.77% | 20.80% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
1,591,917 | $40,004,874 |
$36.29
-57.8%
|
2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-16 | ||
|
AVLN
AVALYN PHARMACE...
|
Healthcare | 15.08% | 14.82% |
#3
Prev: #3
|
6.0 |
—
|
no change | no change |
P
S
|
929,824 | $26,490,686 |
$32.92
-11.5%
|
2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-16 | ||
|
AGMB
AGOMAB THERAPEU...
|
Healthcare | 9.72% | 9.67% |
#4
Prev: #4
|
5.4 |
—
|
no change | no change |
P
S
|
1,538,702 | $17,079,592 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-16 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 7.63% | 6.65% |
#5
1
Prev: #6
|
4.6 |
—
|
no change | no change |
P
S
|
3,633,181 | $13,406,438 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-16 | |||
|
EVMN
EVOMMUNE INC
|
Healthcare | 0.46% | 8.96% |
#6
1
Prev: #5
|
0.2 |
—
|
-1,294,628 | -93.0% |
P
S
|
97,362 | $804,210 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-16 | |||
|
NYXH
NYXOAH S A
|
Healthcare | 0.41% | 0.43% |
#7
1
Prev: #8
|
1.2 |
—
|
no change | no change |
P
S
|
522,057 | $720,439 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-16 | |||
|
ABVX
ABIVAX SA
|
Healthcare | 0.00% | 5.04% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-78,125 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-16 |
Showing 1-8 of 8 holdings