VERA β€” VERA THERAPEUTICS INC

Ownership history in SummitTX Capital, L.P.  Β·  3 quarters on record

This page tracks every 13F SEC filing in which SummitTX Capital, L.P. reported a position in VERA THERAPEUTICS INC (VERA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.13% (2025 Q1)
πŸ“Š Avg. % of fund
0.11%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

SummitTX Capital, L.P. Γ— VERA AI Analytics

πŸ“ˆ SummitTX Capital, L.P. outperformed the S&P 500 by +5.1% annually on this VERA position. Average cost basis: $24.02. Maximum drawdown during holding period: –1.9%.

πŸ“ˆ Position Alpha vs SPY
+5.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.1% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$24.02
+21.0% vs current ($29.06)

Best entry: $24.02 (2025 Q1)  Β·  Worst: $24.02 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–1.9%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VERA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 87,653 β€” 0% 0.11% $2.5M $29.06
2025 Q2 REDUCED 87,653 -40,926 -31.8% 0.09% $2.1M $23.56
2025 Q1 INITIATED 128,579 β€” β€” 0.13% $3.1M $24.02

🏒 Other funds also holding VERA

As of 2025 Q4 β€” sorted by position size

Kynam Capital Management, LP 3Y 11.11% Eversept Partners, LP 3Y 7Y 7.84% Elmind Capital, LP 7.21% Sofinnova Investments, Inc. 3Y 7Y 6.1% Tri Locum Partners LP 3Y 5.3% Integral Health Asset Management, LLC 3Y 4.53% First Turn Management, LLC 3.48% First Light Asset Management, LLC 3Y 7Y 3.37% Exome Asset Management LLC 3.01% Avoro Capital Advisors LLC 3Y 7Y 2.93%
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