KVP CAPITAL ADVISORS, LP

PrivateCIK: 1858198
Location

SAN FRANCISCO, CA

35
Positions
$136.24M
Total AUM (reported)
9.10M
Total Shares

Allocation by class

TOTAL AUM$136.24M35 positions
COM$99.06M72.7%
COM NEW$23.02M16.9%
COM SHS$7.52M5.5%
COM PAR $.01$3.04M2.2%
CLASS A ORD SHS$2.20M1.6%
CL A$1.40M1.0%

Portfolio Concentration

Top 323.9%4–1033.5%11–2531.8%Rest10.8%TOP 1057.4%0%100%
Top 3$32.62M23.9%
4–10$45.59M33.5%
11–25$43.35M31.8%
Rest$14.68M10.8%

Top 3 weight

23.9%

Top 10 weight

57.4%

Voting Authority Distribution

Total shares with voting rights: 9.10M

Sole

Full voting authority

9.10M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares42.90K
TypeSH
Market value$14.36M
10.54%
Sole
42.90K
Shared
0.00
None
0.00

WHITEHAWK THERAPEUTICS INC

SOLE
COM
Shares2.17M
TypeSH
Market value$9.92M
7.28%
Sole
2.17M
Shared
0.00
None
0.00

ERASCA INC

SOLE
COM
Shares455K
TypeSH
Market value$8.34M
6.12%
Sole
455K
Shared
0.00
None
0.00

TREVI THERAPEUTICS INC

SOLE
COM
Shares414K
TypeSH
Market value$7.72M
5.67%
Sole
414K
Shared
0.00
None
0.00

SUTRO BIOPHARMA INC

SOLE
COM SHS
Shares226.57K
TypeSH
Market value$7.52M
5.52%
Sole
226.57K
Shared
0.00
None
0.00

TANGO THERAPEUTICS INC

SOLE
COM
Shares230.26K
TypeSH
Market value$7.20M
5.28%
Sole
230.26K
Shared
0.00
None
0.00

MBX BIOSCIENCES INC

SOLE
COM
Shares121.52K
TypeSH
Market value$6.71M
4.92%
Sole
121.52K
Shared
0.00
None
0.00

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares53K
TypeSH
Market value$6.50M
4.77%
Sole
53K
Shared
0.00
None
0.00

EDGEWISE THERAPEUTICS INC

SOLE
COM
Shares133K
TypeSH
Market value$5.40M
3.97%
Sole
133K
Shared
0.00
None
0.00

TANDEM DIABETES CARE INC

SOLE
COM NEW
Shares301K
TypeSH
Market value$4.54M
3.33%
Sole
301K
Shared
0.00
None
0.00

DISC MEDICINE INC

SOLE
COM
Shares58.25K
TypeSH
Market value$4.26M
3.13%
Sole
58.25K
Shared
0.00
None
0.00

SAVARA INC

SOLE
COM
Shares605.28K
TypeSH
Market value$3.73M
2.74%
Sole
605.28K
Shared
0.00
None
0.00

ARRIVENT BIOPHARMA INC

SOLE
COM
Shares102K
TypeSH
Market value$3.54M
2.60%
Sole
102K
Shared
0.00
None
0.00

INSMED INC

SOLE
COM PAR $.01
Shares28.50K
TypeSH
Market value$3.04M
2.23%
Sole
28.50K
Shared
0.00
None
0.00

ACHIEVE LIFE SCIENCES INC

SOLE
COM
Shares462.36K
TypeSH
Market value$3.02M
2.22%
Sole
462.36K
Shared
0.00
None
0.00

IDEAYA BIOSCIENCES INC

SOLE
COM
Shares79.70K
TypeSH
Market value$2.97M
2.18%
Sole
79.70K
Shared
0.00
None
0.00

OCULAR THERAPEUTIX INC

SOLE
COM
Shares300K
TypeSH
Market value$2.95M
2.16%
Sole
300K
Shared
0.00
None
0.00

AXSOME THERAPEUTICS INC.

SOLE
COM
Shares12K
TypeSH
Market value$2.94M
2.16%
Sole
12K
Shared
0.00
None
0.00

DESIGN THERAPEUTICS INC

SOLE
COM
Shares185K
TypeSH
Market value$2.68M
1.96%
Sole
185K
Shared
0.00
None
0.00

UNITED THERAPEUTICS CORP DEL

SOLE
COM
Shares4.75K
TypeSH
Market value$2.57M
1.89%
Sole
4.75K
Shared
0.00
None
0.00

SCHOLAR ROCK HLDG CORP

SOLE
COM
Shares45K
TypeSH
Market value$2.48M
1.82%
Sole
45K
Shared
0.00
None
0.00

IMMIX BIOPHARMA INC

SOLE
COM
Shares230.42K
TypeSH
Market value$2.38M
1.74%
Sole
230.42K
Shared
0.00
None
0.00

VIRIDIAN THERAPEUTICS INC

SOLE
COM
Shares125K
TypeSH
Market value$2.30M
1.69%
Sole
125K
Shared
0.00
None
0.00

MINERALYS THERAPEUTICS INC

SOLE
COM
Shares84.17K
TypeSH
Market value$2.27M
1.67%
Sole
84.17K
Shared
0.00
None
0.00

BRIGHT MINDS BIOSCIENCES INC

SOLE
COM NEW
Shares31.81K
TypeSH
Market value$2.23M
1.64%
Sole
31.81K
Shared
0.00
None
0.00
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