Andera Partners
13F Reported Value
ⓘ$206.5M
Holdings
8
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Andera Partners disclosed 8 positions worth $206.5M in its Form 13F-HR for Q2 2026, led by $KMTS (KESTRA MEDICAL TECHNOLOGIES, LTD.) at 33.6% of the equity portfolio, followed by $MLYS and $AVLN. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $AVLN. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Andera Partners’s Form 13F-HR filing with the SEC under CIK 1757283.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $69.4M2,728,679 sh
- —
Quality
$42.9M1,591,917 sh - —
Quality
$30.6M929,824 sh - —
Quality
$20.0M1,538,702 sh - 14.9
Quality
$18.5M1,391,990 sh - —
Quality
$13.7M3,633,181 sh - —
Quality
$10.4M78,125 sh - —
Quality
$882.3K522,057 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 KESTRA MEDICAL TECHNOLOGIES, LTD.$KMTS | — | $69.4M | 2,728,679 |
 Mineralys Therapeutics, Inc.$MLYS | — | $42.9M | 1,591,917 |
 Avalyn Pharma Inc.$AVLN | — | $30.6M | 929,824 |
 Agomab Therapeutics NV$AGMB | — | $20.0M | 1,538,702 |
 Evommune, Inc.$EVMN | 14.9 | $18.5M | 1,391,990 |
 Inventiva S.A.$IVA | — | $13.7M | 3,633,181 |
 Abivax S.A.$ABVX | — | $10.4M | 78,125 |
 Nyxoah SA$NYXH | — | $882.3K | 522,057 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Andera Partners's 8 positions.
Showing top 8 of 8 holdings.
Sector Allocation
Healthcare
$206.5M
Full Holdings — Andera Partners (Q2 2026)
All 8 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 | $KMTS | KESTRA MEDICAL TECHNOLOGIES, LTD. | $69.4M | 33.6% | +1% | — |
| 2 | $MLYS | Mineralys Therapeutics, Inc. | $42.9M | 20.8% | +0% | — |
| 3 | $AVLN | Avalyn Pharma Inc. | $30.6M | 14.8% | NEW | — |
| 4 | $AGMB | Agomab Therapeutics NV | $20.0M | 9.7% | +0% | — |
| 5 | $EVMN | Evommune, Inc. | $18.5M | 9.0% | -27% | 14.9 |
| 6 | $IVA | Inventiva S.A. | $13.7M | 6.7% | +100% | — |
| 7 | $ABVX | Abivax S.A. | $10.4M | 5.0% | +0% | — |
| 8 | $NYXH | Nyxoah SA | $882,276 | 0.4% | +0% | — |
New Positions (1)
$AVLN Avalyn Pharma Inc.$30.6MBrowse Top Institutional Investors
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