PharVision Advisers, LLC
13F Reported Value
ⓘ$325,717
Holdings
7
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
PharVision Advisers, LLC disclosed 7 positions worth $325,717 in its Form 13F-HR for Q1 2026, led by $MLCO (Melco Resorts & Entertainment LTD) at 21.2% of the equity portfolio, followed by $ALTG and $UWMC. During the quarter the fund opened 3 new positions and exited 663 — including a new stake in $ACVA and a full exit from $EXLS. The portfolio is most concentrated in Consumer Discretionary (39.8% of disclosed assets). All figures are sourced directly from PharVision Advisers, LLC’s Form 13F-HR filing with the SEC under CIK 1898824.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- $69.0K12,153 sh
- 34.6#2,187
Quality
$60.6K11,292 sh - 49.4#1,510
Quality
$50.7K14,012 sh - 51.5
Quality
$43.5K10,250 sh - 20.5
Quality
$38.6K16,302 sh - 41.6
Quality
$32.7K13,076 sh - 53.4
Quality
$30.5K10,388 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Melco Resorts & Entertainment LTD$MLCO | — | $69.0K | 12,153 |
 ALTA EQUIPMENT GROUP INC.$ALTG | 34.6#2,187 | $60.6K | 11,292 |
 UWM Holdings Corp$UWMC | 49.4#1,510 | $50.7K | 14,012 |
 ACV Auctions Inc.$ACVA | 51.5 | $43.5K | 10,250 |
 Organogenesis Holdings Inc.$ORGO | 20.5 | $38.6K | 16,302 |
 TTEC Holdings, Inc.$TTEC | 41.6 | $32.7K | 13,076 |
 COMMUNITY HEALTH SYSTEMS INC$CYH | 53.4 | $30.5K | 10,388 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PharVision Advisers, LLC's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Consumer Discretionary
$129,667
Industrials
$76,150
Healthcare
$69,177
Financials
$50,723
Full Holdings — PharVision Advisers, LLC (Q1 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $MLCO | Melco Resorts & Entertainment LTD | $69,029 | 21.2% | -81% | — |
| 2 | $ALTG | ALTA EQUIPMENT GROUP INC. | $60,638 | 18.6% | -88% | 34.6 |
| 3 | $UWMC | UWM Holdings Corp | $50,723 | 15.6% | -86% | 49.4 |
| 4 | $ACVA | ACV Auctions Inc. | $43,460 | 13.3% | NEW | 51.5 |
| 5 | $ORGO | Organogenesis Holdings Inc. | $38,636 | 11.9% | -74% | 20.5 |
| 6 | $TTEC | TTEC Holdings, Inc. | $32,690 | 10.0% | NEW | 41.6 |
| 7 | $CYH | COMMUNITY HEALTH SYSTEMS INC | $30,541 | 9.4% | NEW | 53.4 |
New Positions (3)
Exited Positions (663)
$EXLS ExlService Holdings, Inc.
$DK Delek US Holdings, Inc.
$FVRR Fiverr International Ltd.
$ASAN Asana, Inc.
$AVGO Broadcom Inc.
$ITRI ITRON, INC.
$EAT BRINKER INTERNATIONAL, INC
$HLF HERBALIFE LTD.
$NVDA NVIDIA CORP
$EVLV Evolv Technologies Holdings, Inc.
$LVS LAS VEGAS SANDS CORP
$VICI VICI PROPERTIES INC.
$CENX CENTURY ALUMINUM CO
$A AGILENT TECHNOLOGIES, INC.
$MTN VAIL RESORTS INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for PharVision Advisers, LLC including:
Track PharVision Advisers, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for PharVision Advisers, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: PharVision Advisers, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For PharVision Advisers, LLC (SEC CIK: 1898824), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PharVision Advisers, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.