Andera Partners

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Andera Partners reported 7 stock positions worth $176.9 million. Its top holding was Kestra Medical Technologies (KMTS) at 30.4% of the portfolio, followed by Evommune (EVMN, 24.7%) and Mineralys Therapeutics (MLYS, 24.4%). Compared with Q4 2025, it opened 2 new positions and added to 1. The biggest buy was a new position in Agomab Therapeutics (AGMB).

Most Recent 13F
Q2 2026
Location
PARIS, I0
CIK
0001757283
Portfolio Value
$176.9M (Q1 2026)
SEC Filing
0001757283-26-000012 ↗ filed May 11, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2025: $176.6M Q4 2025 Q1 2026: $176.9M $176.9M Q1 2026 Q2 2026: $206.5M Q2 2026

Holdings 7 stocks · $176.9M
KMTS Kestra Medical Technologies 30.36% 2,695,192 $53.7M Add +6.1%
EVMN Evommune Inc. 24.66% 1,897,362 $43.6M No change
MLYS Mineralys Therapeutics Inc. 24.38% 1,591,917 $43.1M No change
AGMB Agomab Therapeutics NV 9.12% 1,538,702 $16.1M New
IVA Inventiva SA - ADR 5.70% 1,818,181 $10.1M No change
ABVX Abivax SA-ADR 4.92% 78,125 $8.7M No change
NYXH Nyxoah SA 0.86% 522,057 $1.5M New

Portfolio Sells Q4 2025 → Q1 2026
None this quarter.

Portfolio Buys Q4 2025 → Q1 2026
AGMB Agomab Therapeutics NV New 9.12% +9.12
NYXH Nyxoah SA New 0.86% +0.86
KMTS Kestra Medical Technologies Add +6.1% 30.36% −7.78

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$206.5MKMTS, MLYS, AVLN, AGMB, EVMN
Q1 2026 7$176.9MKMTS, EVMN, MLYS, AGMB, IVA
Q4 2025 5$176.6MKMTS, MLYS, EVMN, ABVX, IVA