Q1 2026 · 13F-HR
Andera Partnersholdings as filed
Filed 2026-05-11 · accession 0001757283-26-000012
$176.9M
Reported value
7
Positions
2026-03-31
Period end
The Brief · Andera Partners · Q1 2026
AI · grounded in 13F
Andera Partners established a new position in AGMB valued at $16.1M. The fund also added new positions in NYXH for $1.5M and increased its stake in KMTS by 6.1%. These moves brought the fund's total position count to 7 with total AUM of $176.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G52441105 | KMTS | KESTRA MED TECHNOLOGIES LTD | $53.7M | 30.4% | 2,695,192 | Common | SOLE |
| 30054Y107 | EVMN | EVOMMUNE INC | $43.6M | 24.7% | 1,897,362 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $43.1M | 24.4% | 1,591,917 | Common | SOLE |
| 00860C102 | AGMB | AGOMAB THERAPEUTICS NV | $16.1M | 9.12% | 1,538,702 | Common | SOLE |
| 46124U107 | IVA | INVENTIVA SA | $10.1M | 5.70% | 1,818,181 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $8.7M | 4.92% | 78,125 | Common | SOLE |
| B6S7WD106 | NYXH | NYXOAH S A | $1.5M | 0.86% | 522,057 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.