Andera Partners
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Andera Partners reported 8 stock positions worth $206.5 million. Its top holding was Kestra Medical Technologies (KMTS) at 33.6% of the portfolio, followed by Mineralys Therapeutics (MLYS, 20.8%) and Avalyn Pharma (AVLN, 14.8%). Compared with Q1 2026, it opened 1 new position, added to 2 and reduced 1. The biggest buy was a new position in Avalyn Pharma (AVLN) and the biggest sale Evommune (EVMN, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- PARIS, I0
- CIK
- 0001757283
- Portfolio Value
- $206.5M (Q2 2026)
- SEC Filing
- 0001757283-26-000015 ↗ filed Jul 22, 2026
Holdings Value
Holdings 8 stocks · $206.5M
| KMTS Kestra Medical Technologies | 33.62% | 2,728,679 | $69.4M | Add +1.2% |
| MLYS Mineralys Therapeutics Inc. | 20.80% | 1,591,917 | $42.9M | No change |
| AVLN Avalyn Pharma Inc. | 14.82% | 929,824 | $30.6M | New |
| AGMB Agomab Therapeutics NV | 9.67% | 1,538,702 | $20.0M | No change |
| EVMN Evommune Inc. | 8.96% | 1,391,990 | $18.5M | Reduce -26.6% |
| IVA Inventiva SA - ADR | 6.65% | 3,633,181 | $13.7M | Add +99.8% |
| ABVX Abivax SA-ADR | 5.04% | 78,125 | $10.4M | No change |
| NYXH Nyxoah SA | 0.43% | 522,057 | $882K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| EVMN Evommune Inc. | Reduce -26.6% | 8.96% | −15.70 |