§ 13F · FUND PROFILE
KVP Capital Advisors, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 27Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$103.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TERN | TERNS PHARMACEUTICALS INC | 440K | $17.8T | 17.2% | NEW |
| 2 | PRAX | PRAXIS PRECISION MEDICINES I | 43K | $12.6T | 12.2% | NEW |
| 3 | AXSM | AXSOME THERAPEUTICS INC | 36K | $6.6T | 6.4% | NEW |
| 4 | JAZZ | JAZZ PHARMACEUTICALS PLC | 31K | $5.3T | 5.1% | NEW |
| 5 | WHWK | WHITEHAWK THERAPEUTICS INC | 2.17M | $5.2T | 5.1% | NEW |
| 6 | TRVI | TREVI THERAPEUTICS INC | 414K | $5.2T | 5.0% | NEW |
| 7 | INSM | INSMED INC | 28K | $5.0T | 4.8% | NEW |
| 8 | PTGX | PROTAGONIST THERAPEUTICS INC | 53K | $4.6T | 4.5% | NEW |
| 9 | IRON | DISC MEDICINE INC | 58K | $4.6T | 4.5% | NEW |
| 10 | MBX | MBX BIOSCIENCES INC | 122K | $3.8T | 3.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KVP SIGNAL
AC read
KVP Capital Advisors, LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed