KVP Capital Advisors, LP
SAN FRANCISCO CA · SEC CIK 0001858198
$1.36亿2026Q2 申报市值
35持仓数
57.4%前十大占比 · 第一大 10.5%
6 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TNDM 新建仓+$454.21万
AVBP 新建仓+$354.35万
DSGN 新建仓+$267.69万
MLYS 新建仓+$227.09万
ERAS 加仓+$210.68万
2026Q2 卖出最多 按季末市值估算
TERNS PHARMACEUT 清仓-$2,319.68万
AXSM 减仓-$592.34万
RVMD 清仓-$390.94万
TVTX 减仓-$295.41万
SOLENO THERAPEUT 清仓-$199.88万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PRAX | PRAXIS PRECISION MEDICINES I | $1,436.25万 | 10.54% | 42,900 | 0 | 0.0% | — | 不变 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $992.03万 | 7.28% | 2,165,997 | 0 | 0.0% | — | 不变 |
| ERAS | ERASCA INC | $833.56万 | 6.12% | 455,000 | 115,000 | 33.8% | $210.68万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $772.11万 | 5.67% | 414,000 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $752.23万 | 5.52% | 226,575 | 0 | 0.0% | — | 不变 |
| TNGX | TANGO THERAPEUTICS INC | $719.81万 | 5.28% | 230,264 | 0 | 0.0% | — | 不变 |
| MBX | MBX BIOSCIENCES INC | $670.81万 | 4.92% | 121,524 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $649.67万 | 4.77% | 53,000 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $540.38万 | 3.97% | 133,000 | 0 | 0.0% | — | 不变 |
| TNDM | TANDEM DIABETES CARE INC | $454.21万 | 3.33% | 301,000 | 301,000 | — | $454.21万 | 新建仓 |
| IRON | DISC MEDICINE INC | $426.04万 | 3.13% | 58,250 | 0 | 0.0% | — | 不变 |
| SVRA | SAVARA INC | $372.85万 | 2.74% | 605,280 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA INC | $354.35万 | 2.60% | 102,000 | 102,000 | — | $354.35万 | 新建仓 |
| INSM | INSMED INC | $303.83万 | 2.23% | 28,497 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCES INC | $301.92万 | 2.22% | 462,355 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $297.04万 | 2.18% | 79,700 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $294.60万 | 2.16% | 300,000 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $293.72万 | 2.16% | 12,000 | -24,200 | -66.9% | -$592.34万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $267.69万 | 1.96% | 185,000 | 185,000 | — | $267.69万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $257.37万 | 1.89% | 4,750 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $247.50万 | 1.82% | 45,000 | 0 | 0.0% | — | 不变 |
| IMMX | IMMIX BIOPHARMA INC | $237.57万 | 1.74% | 230,423 | 0 | 0.0% | — | 不变 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $229.62万 | 1.69% | 125,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $227.09万 | 1.67% | 84,168 | 84,168 | — | $227.09万 | 新建仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $223.33万 | 1.64% | 31,813 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC | $221.56万 | 1.63% | 39,000 | -52,000 | -57.1% | -$295.41万 | 减仓 |
| ZURA | ZURA BIO LTD | $220.15万 | 1.62% | 373,128 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $194.00万 | 1.42% | 200,000 | 200,000 | — | $194.00万 | 新建仓 |
| NKTR | NEKTAR THERAPEUTICS | $187.79万 | 1.38% | 26,900 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $168.85万 | 1.24% | 771,000 | 271,000 | 54.2% | $59.35万 | 加仓 |
| CABA | CABALETTA BIO INC | $157.19万 | 1.15% | 505,431 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $140.32万 | 1.03% | 32,700 | 0 | 0.0% | — | 不变 |
| EOLS | EVOLUS INC | $104.10万 | 0.76% | 150,000 | 150,000 | — | $104.10万 | 新建仓 |
| CELC | CELCUITY INC | $41.85万 | 0.31% | 4,000 | 0 | 0.0% | — | 不变 |
| — | VYNE THERAPEUTICS INC | $32.57万 | 0.24% | 500,551 | 0 | 0.0% | — | 不变 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -440,000 | -100.0% | -$2,319.68万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -40,200 | -100.0% | -$390.94万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -59,700 | -100.0% | -$199.88万 | 清仓 |