Andera Partners — 13F Holdings & Portfolio
CIK 1757283 · latest 13F-HR filed 2026-07-22
Andera Partners manages $206.5M in 13F-reported U.S. long-equity assets across 8 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KMTS (33.62%), MLYS (20.80%), AVLN (14.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 4, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
PARIS 75008
$206.5M
Long-equity book
8
Distinct positions
2026-06-30
Filed 2026-07-22
+1 / −0 / ↑4 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KESTRA MED TECHNOLOGIES LTD$15.7M +29.2%
- AGOMAB THERAPEUTICS NV$3.8M +23.7%
- INVENTIVA SA$3.6M +36.1%
- ABIVAX SA$1.7M +19.7%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | KESTRA MED TECHNOLOGIES LTD | KMTS | G52441105 | $69.4M | 33.62% | 2,728,679 | SH |
| 2 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $42.9M | 20.80% | 1,591,917 | SH |
| 3 | AVALYN PHARMACEUTICALS INC | AVLN | 05348Y105 | $30.6M | 14.82% | 929,824 | SH |
| 4 | AGOMAB THERAPEUTICS NV | AGMB | 00860C102 | $20.0M | 9.67% | 1,538,702 | SH |
| 5 | EVOMMUNE INC | EVMN | 30054Y107 | $18.5M | 8.96% | 1,391,990 | SH |
| 6 | INVENTIVA SA | IVA | 46124U107 | $13.7M | 6.65% | 3,633,181 | SH |
| 7 | ABIVAX SA | ABVX | 00370M103 | $10.4M | 5.04% | 78,125 | SH |
| 8 | NYXOAH S A | NYXH | B6S7WD106 | $882.3K | 0.43% | 522,057 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $206.5M | 8 | 0001757283-26-000015 |
| 2026-03-31 | 2026-05-11 | $176.9M | 7 | 0001757283-26-000012 |
| 2025-12-31 | 2026-02-17 | $176.6M | 5 | 0001757283-26-000007 |