Q2 2026 13F · SEC CIK 1757283
Andera Partners
Hedge fundFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $206.5M
- Reported positions
- 8
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 3 qtrs
Andera Partners is a hedge fund that reported 8 positions worth $206.5M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Kestra Med Technologies Ltd (KMTS, 33.6%), Mineralys Therapeutics Inc (MLYS, 20.8%), Avalyn Pharmaceuticals Inc (AVLN, 14.8%).
Andera Partners holdings all 8 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| KMTSKestra Med Technologies Ltd | 33.6% | +1.2% | $69.4M |
| MLYSMineralys Therapeutics Inc | 20.8% | +0.0% | $42.9M |
| AVLNAvalyn Pharmaceuticals Inc | 14.8% | — | $30.6M |
| AGMBAgomab Therapeutics NV | 9.7% | +0.0% | $20.0M |
| EVMNEvommune Inc | 9.0% | -26.6% | $18.5M |
| IVAInventiva SACA | 6.7% | +99.8% | $13.7M |
| ABVXAbivax SA | 5.0% | +0.0% | $10.4M |
| NYXHNyxoah S A | 0.4% | +0.0% | $882K |
What Andera Partners bought and sold in Q2 2026, against Q1 2026.
New positions
- AVLN Avalyn Pharmaceuticals Inc14.8% of 13F
Added to
- IVA Inventiva SACA+99.8% shares
Reduced
- EVMN Evommune Inc-26.6% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $206.5M | 8 |
| Q1 2026 | $176.9M | 7 |
| Q4 2025 | $176.6M | 5 |
Questions about Andera Partners's portfolio
What stocks does Andera Partners own?
Andera Partners's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 8 positions worth $206.5M. The largest are Kestra Med Technologies Ltd (KMTS) at 33.6%, Mineralys Therapeutics Inc (MLYS) at 20.8%, Avalyn Pharmaceuticals Inc (AVLN) at 14.8%, Agomab Therapeutics NV (AGMB) at 9.7% and Evommune Inc (EVMN) at 9.0%.
What did Andera Partners buy last quarter?
In Q2 2026, Andera Partners added a new position in Avalyn Pharmaceuticals Inc (AVLN) and Inventiva SACA (IVA) (+99.8% shares), compared with its Q1 2026 filing.
What did Andera Partners sell last quarter?
In Q2 2026, Andera Partners Evommune Inc (EVMN) (-26.6% shares), compared with its Q1 2026 filing.
When is Andera Partners's next 13F filing due?
13F filings are due 45 days after each quarter ends. Andera Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.