Filed: 8/13/2025ACC: 0001420506-25-001926
📋 What this filing means
PHARVISION ADVISERS, LLC filed this quarterly 13F‑HR report disclosing 267 equity positions with a total reported market value of $69.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
267
Positions
$69.61M
Total AUM (reported)
2.54M
Total Shares
Allocation by class
COM$47.32M68.0%
CL A$6.41M9.2%
COM NEW$2.69M3.9%
SHS$2.06M3.0%
COM CL A$1.45M2.1%
ORD SHS$1.34M1.9%
CL A COM$877.4K1.3%
Portfolio Concentration
Top 3$1.96M2.8%
4–10$3.44M4.9%
11–25$6.34M9.1%
Rest$57.86M83.1%
Top 3 weight
2.8%
Top 10 weight
7.8%
Voting Authority Distribution
Total shares with voting rights: 2.54M
Sole
Full voting authority
2.54M
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)
Sole267
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings267
Rows:
EXLSERVICE HOLDINGS INC
SOLEShares17.72K
TypeSH
Market value$776.1K
1.12%
Sole
17.72K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares844.00
TypeSH
Market value$622.9K
0.89%
Sole
844.00
Shared
0.00
None
0.00
CIRRUS LOGIC INC
SOLEShares5.40K
TypeSH
Market value$562.9K
0.81%
Sole
5.40K
Shared
0.00
None
0.00
MONSTER BEVERAGE CORP NEW
SOLEShares8.39K
TypeSH
Market value$525.8K
0.76%
Sole
8.39K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares1.80K
TypeSH
Market value$519.8K
0.75%
Sole
1.80K
Shared
0.00
None
0.00
CLOROX CO DEL
SOLEShares4.25K
TypeSH
Market value$510.2K
0.73%
Sole
4.25K
Shared
0.00
None
0.00
OKTA INC
SOLEShares4.88K
TypeSH
Market value$487.8K
0.70%
Sole
4.88K
Shared
0.00
None
0.00
NORDSON CORP
SOLEShares2.24K
TypeSH
Market value$480.4K
0.69%
Sole
2.24K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.15K
TypeSH
Market value$469.4K
0.67%
Sole
2.15K
Shared
0.00
None
0.00
GLADSTONE COMMERCIAL CORP
SOLEShares31.46K
TypeSH
Market value$450.8K
0.65%
Sole
31.46K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC
SOLEShares2.98K
TypeSH
Market value$438.9K
0.63%
Sole
2.98K
Shared
0.00
None
0.00
EQUINIX INC
SOLEShares549.00
TypeSH
Market value$436.7K
0.63%
Sole
549.00
Shared
0.00
None
0.00
WESTERN UN CO
SOLEShares51.69K
TypeSH
Market value$435.2K
0.63%
Sole
51.69K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares2.11K
TypeSH
Market value$432.6K
0.62%
Sole
2.11K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares1.78K
TypeSH
Market value$427.9K
0.61%
Sole
1.78K
Shared
0.00
None
0.00
PORTLAND GEN ELEC CO
SOLEShares10.51K
TypeSH
Market value$427.1K
0.61%
Sole
10.51K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares1.38K
TypeSH
Market value$426.3K
0.61%
Sole
1.38K
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares3.43K
TypeSH
Market value$424.2K
0.61%
Sole
3.43K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares2.64K
TypeSH
Market value$420.3K
0.60%
Sole
2.64K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares29.32K
TypeSH
Market value$415.7K
0.60%
Sole
29.32K
Shared
0.00
None
0.00
AGREE RLTY CORP
SOLEShares5.65K
TypeSH
Market value$413.1K
0.59%
Sole
5.65K
Shared
0.00
None
0.00
INTUIT
SOLEShares524.00
TypeSH
Market value$412.7K
0.59%
Sole
524.00
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares1.73K
TypeSH
Market value$410.6K
0.59%
Sole
1.73K
Shared
0.00
None
0.00
NATIONAL STORAGE AFFILIATES
SOLEShares12.81K
TypeSH
Market value$409.7K
0.59%
Sole
12.81K
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares48.29K
TypeSH
Market value$408.5K
0.59%
Sole
48.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXLSERVICE HOLDINGS INCSOLE | COM | 17.72K | SH | $776.1K 1.12% | 17.72K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 844.00 | SH | $622.9K 0.89% | 844.00 | 0.00 | 0.00 |
CIRRUS LOGIC INCSOLE | COM | 5.40K | SH | $562.9K 0.81% | 5.40K | 0.00 | 0.00 |
MONSTER BEVERAGE CORP NEWSOLE | COM | 8.39K | SH | $525.8K 0.76% | 8.39K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 1.80K | SH | $519.8K 0.75% | 1.80K | 0.00 | 0.00 |
CLOROX CO DELSOLE | COM | 4.25K | SH | $510.2K 0.73% | 4.25K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 4.88K | SH | $487.8K 0.70% | 4.88K | 0.00 | 0.00 |
NORDSON CORPSOLE | COM | 2.24K | SH | $480.4K 0.69% | 2.24K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.15K | SH | $469.4K 0.67% | 2.15K | 0.00 | 0.00 |
GLADSTONE COMMERCIAL CORPSOLE | COM | 31.46K | SH | $450.8K 0.65% | 31.46K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INCSOLE | COM | 2.98K | SH | $438.9K 0.63% | 2.98K | 0.00 | 0.00 |
EQUINIX INCSOLE | COM | 549.00 | SH | $436.7K 0.63% | 549.00 | 0.00 | 0.00 |
WESTERN UN COSOLE | COM | 51.69K | SH | $435.2K 0.63% | 51.69K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 2.11K | SH | $432.6K 0.62% | 2.11K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 1.78K | SH | $427.9K 0.61% | 1.78K | 0.00 | 0.00 |
PORTLAND GEN ELEC COSOLE | COM NEW | 10.51K | SH | $427.1K 0.61% | 10.51K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 1.38K | SH | $426.3K 0.61% | 1.38K | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 3.43K | SH | $424.2K 0.61% | 3.43K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 2.64K | SH | $420.3K 0.60% | 2.64K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 29.32K | SH | $415.7K 0.60% | 29.32K | 0.00 | 0.00 |
AGREE RLTY CORPSOLE | COM | 5.65K | SH | $413.1K 0.59% | 5.65K | 0.00 | 0.00 |
INTUITSOLE | COM | 524.00 | SH | $412.7K 0.59% | 524.00 | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 1.73K | SH | $410.6K 0.59% | 1.73K | 0.00 | 0.00 |
NATIONAL STORAGE AFFILIATESSOLE | COM SHS BEN IN | 12.81K | SH | $409.7K 0.59% | 12.81K | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 48.29K | SH | $408.5K 0.59% | 48.29K | 0.00 | 0.00 |
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