PharVision Advisers, LLC
13F Reported Value
ⓘ$5.3M
Holdings
62
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PharVision Advisers, LLC disclosed 62 positions worth $5.3M in its Form 13F-HR for Q2 2026, led by $PK (Park Hotels & Resorts Inc.) at 2.7% of the equity portfolio, followed by $GDOT and $GO. During the quarter the fund opened 42 new positions and exited 77 — including a new stake in $PK and a full exit from $HPQ. The portfolio is most concentrated in Technology (17.9% of disclosed assets). All figures are sourced directly from PharVision Advisers, LLC’s Form 13F-HR filing with the SEC under CIK 1898824.
AI Fund Analysis
ConcentratingSector Allocation
13fpro.ai/research/fund/pharvision-advisers-llc-1898824
AUM History
13fpro.ai/research/fund/pharvision-advisers-llc-1898824
Top Equity Holdings by Value
13fpro.ai/research/fund/pharvision-advisers-llc-1898824
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 40.8#2,046
Quality
$145.5K10,209 sh - 52.2#1,438
Quality
$137.5K10,179 sh - 38.6#2,139
Quality
$135.7K13,597 sh - —
Quality
$126.3K13,466 sh - 38.1
Quality
$123.6K13,160 sh - —
Quality
$122.7K13,978 sh - 65.3
Quality
$121.1K14,135 sh - 40.8
Quality
$121.1K15,048 sh - 49.4
Quality
$119.7K13,095 sh - 44.6
Quality
$114.5K16,336 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 40.8#2,046 | $145.5K | 10,209 | |
| 52.2#1,438 | $137.5K | 10,179 | |
| 38.6#2,139 | $135.7K | 13,597 | |
| — | $126.3K | 13,466 | |
| 38.1 | $123.6K | 13,160 | |
| — | $122.7K | 13,978 | |
| 65.3 | $121.1K | 14,135 | |
| 40.8 | $121.1K | 15,048 | |
| 49.4 | $119.7K | 13,095 | |
| 44.6 | $114.5K | 16,336 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PharVision Advisers, LLC's 62 positions.
Showing top 10 of 62 holdings.
Sector Allocation
Technology
$951,702
Consumer Discretionary
$816,384
Industrials
$624,190
Materials
$513,868
Financials
$491,509
Healthcare
$467,157
Real Estate
$464,647
Energy
$413,942
Full Holdings — PharVision Advisers, LLC (Q2 2026)
All 62 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 | Park Hotels & Resorts Inc. | $145,478 | 2.7% | NEW | 40.8 | |
| 2 | GREEN DOT CORP | $137,518 | 2.6% | NEW | 52.2 | |
| 3 | Grocery Outlet Holding Corp. | $135,698 | 2.6% | -19% | 38.6 | |
| 4 | ADAMAS TRUST, INC. | $126,311 | 2.4% | NEW | — | |
| 5 | CLEVELAND-CLIFFS INC. | $123,572 | 2.3% | +22% | 38.1 | |
| 6 | Cognyte Software Ltd. | $122,727 | 2.3% | NEW | — | |
| 7 | Aveanna Healthcare Holdings, Inc. | $121,137 | 2.3% | -30% | 65.3 | |
| 8 | SunCoke Energy, Inc. | $121,136 | 2.3% | NEW | 40.8 | |
| 9 | Bloomin' Brands, Inc. | $119,688 | 2.3% | -10% | 49.4 | |
| 10 | Summit Hotel Properties, Inc. | $114,515 | 2.2% | NEW | 44.6 | |
| 11 | GERDAU S.A. | $111,916 | 2.1% | NEW | — | |
| 12 | Liberty Latin America Ltd. | $110,073 | 2.1% | NEW | — | |
| 13 | — | TPG MTG INVTS TR INC - COM NEW | $105,106 | 2.0% | -24% | — |
| 14 | Itau Unibanco Holding S.A. | $104,462 | 2.0% | -16% | — | |
| 15 | SAFE BULKERS, INC. | $104,147 | 2.0% | -34% | — | |
| 16 | ULTRAPAR HOLDINGS INC | $103,864 | 2.0% | +42% | — | |
| 17 | Snap Inc | $103,030 | 1.9% | -2% | 56 | |
| 18 | PATTERSON UTI ENERGY INC | $101,760 | 1.9% | NEW | 49.3 | |
| 19 | ImmunityBio, Inc. | $98,038 | 1.9% | NEW | 31.6 | |
| 20 | Dauch Corp | $98,026 | 1.9% | -34% | 49.2 | |
| 21 | Under Armour, Inc. | $97,710 | 1.8% | NEW | 34.3 | |
| 22 | Inter & Co, Inc. | $95,850 | 1.8% | NEW | 50.8 | |
| 23 | LEGALZOOM.COM, INC. | $95,653 | 1.8% | NEW | 52.8 | |
| 24 | MYRIAD GENETICS INC | $93,924 | 1.8% | NEW | 24.3 | |
| 25 | BITGO HOLDINGS, INC. | $91,800 | 1.7% | NEW | — | |
| 26 | Amplitude, Inc. | $89,260 | 1.7% | NEW | 35.1 | |
| 27 | Inogen Inc | $86,901 | 1.6% | NEW | 31.7 | |
| 28 | Arcos Dorados Holdings Inc. | $86,766 | 1.6% | -15% | — | |
| 29 | ENDEAVOUR SILVER CORP | $85,201 | 1.6% | NEW | — | |
| 30 | Pangaea Logistics Solutions Ltd. | $82,765 | 1.6% | -20% | — | |
| 31 | Coursera, Inc. | $81,938 | 1.5% | NEW | 36.5 | |
| 32 | Byrna Technologies Inc. | $81,802 | 1.5% | NEW | 44.7 | |
| 33 | Melco Resorts & Entertainment LTD | $81,732 | 1.5% | -56% | — | |
| 34 | BrightSpire Capital, Inc. | $80,971 | 1.5% | NEW | 32.7 | |
| 35 | BAYTEX ENERGY CORP. | $78,184 | 1.5% | NEW | — | |
| 36 | Hello Group Inc. | $75,348 | 1.4% | NEW | — | |
| 37 | TURKCELL ILETISIM HIZMETLERI A S | $74,505 | 1.4% | -33% | — | |
| 38 | Opendoor Technologies Inc. | $74,340 | 1.4% | +8% | 22.4 | |
| 39 | OptimizeRx Corp | $73,811 | 1.4% | NEW | 57.2 | |
| 40 | Transocean Ltd. | $73,179 | 1.4% | -26% | — | |
| 41 | Asana, Inc. | $72,163 | 1.4% | -45% | 42.5 | |
| 42 | VOX ROYALTY CORP. | $72,043 | 1.4% | NEW | — | |
| 43 | RESOURCES CONNECTION, INC. | $71,205 | 1.3% | NEW | 23.2 | |
| 44 | Hafnia Ltd | $69,840 | 1.3% | NEW | — | |
| 45 | NU SKIN ENTERPRISES, INC. | $69,707 | 1.3% | NEW | 22.6 | |
| 46 | Designer Brands Inc. | $68,561 | 1.3% | NEW | 46.6 | |
| 47 | SITE Centers Corp. | $68,510 | 1.3% | NEW | 32.8 | |
| 48 | Stellantis N.V. | $67,388 | 1.3% | +17% | — | |
| 49 | AUNA S.A. | $67,157 | 1.3% | NEW | — | |
| 50 | — | AGNT INC - COM | $66,062 | 1.3% | NEW | — |
| 51 | Under Armour, Inc. | $65,005 | 1.2% | NEW | 34.3 | |
| 52 | SIMILARWEB LTD. | $63,556 | 1.2% | -45% | — | |
| 53 | Oportun Financial Corp | $61,879 | 1.2% | NEW | 39.9 | |
| 54 | Taboola.com Ltd. | $58,155 | 1.1% | NEW | — | |
| 55 | JETBLUE AIRWAYS CORP | $57,569 | 1.1% | NEW | 33.2 | |
| 56 | Granite Ridge Resources, Inc. | $56,955 | 1.1% | NEW | 56.4 | |
| 57 | Quanterix Corp | $56,328 | 1.1% | NEW | 19.5 | |
| 58 | TaskUs, Inc. | $51,742 | 1.0% | NEW | 62.4 | |
| 59 | VERRA MOBILITY Corp | $44,438 | 0.8% | NEW | 59 | |
| 60 | Grab Holdings Ltd | $41,892 | 0.8% | NEW | — | |
| 61 | 1 800 FLOWERS COM INC | $37,166 | 0.7% | NEW | 26.4 | |
| 62 | TTEC Holdings, Inc. | $27,387 | 0.5% | -51% | 28.2 |
New Positions (42)
Exited Positions (77)
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AI-Powered Hedge Fund Analysis: PharVision Advisers, LLC
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