PharVision Advisers, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), PharVision Advisers, LLC reported 654 stock positions worth $177.7 million. Its top holding was Wayfair Class A (W) at 0.5% of the portfolio, followed by Exlservice (EXLS, 0.4%) and Up Fintech Holding Ltd. - ADR (TIGR, 0.4%). Compared with Q2 2025, it opened 562 new positions, sold out of 175, added to 57 and reduced 34. The biggest buy was a new position in Wayfair Class A (W) and the biggest sale an exit from Cirrus Logic (CRUS).
- Most Recent 13F
- Q2 2026
- Location
- BOCA RATON, FL
- CIK
- 0001898824
- Portfolio Value
- $177.7M (Q3 2025)
- SEC Filing
- 0001420506-25-003453 ↗ filed Nov 17, 2025
Holdings Value
Holdings 654 stocks · $177.7M
| W Wayfair Inc. Class A | 0.49% | 9,827 | $878K | New |
| EXLS Exlservice Holdings Inc. | 0.44% | 17,724 | $780K | No change |
| TIGR Up Fintech Holding Ltd. - ADR | 0.41% | 68,759 | $734K | New |
| ARRY Array Technologies Inc. | 0.41% | 89,560 | $730K | New |
| SFM Sprouts Farmers Market Inc. | 0.41% | 6,658 | $724K | New |
| CAAP Corp. America Airports SA filed as CORPORACION AMER ARPTS S A | 0.37% | 36,186 | $656K | New |
| VRT Vertiv Holdings Co. Class A | 0.36% | 4,238 | $639K | New |
| ZVRA Zevra Therapeutics Inc. | 0.36% | 66,733 | $635K | New |
| BOW Bowhead Specialty Holdings I | 0.34% | 22,482 | $608K | New |
| LX Lexinfintech Holdings L-ADR | 0.34% | 113,928 | $607K | New |
| EEFT Euronet Worldwide Inc. | 0.33% | 6,729 | $591K | New |
| RIGL Rigel Pharmaceuticals Inc. | 0.33% | 20,522 | $581K | New |
| MASI Masimo Corp. | 0.32% | 3,909 | $577K | New |
| LXU LSB Industries Inc. | 0.32% | 72,756 | $573K | New |
| BFAM Bright Horizons Family Solut | 0.32% | 5,242 | $569K | Add +52.7% |
| EVLV Evolv Technologies Holdings | 0.31% | 72,224 | $545K | New |
| IIIN Insteel Industries Inc. | 0.31% | 14,157 | $543K | New |
| BSX Boston Scientific Corp. | 0.30% | 5,478 | $535K | Add +130.8% |
| IDT Idt Corp. Class B | 0.30% | 10,123 | $530K | New |
| HON Honeywell International Inc. | 0.30% | 2,497 | $526K | Add +93.9% |
| AIT Applied Industrial Tech Inc. | 0.29% | 1,992 | $520K | New |
| PBF PBF Energy Inc. Class A | 0.29% | 16,963 | $512K | New |
| APLS Apellis Pharmaceuticals Inc. | 0.28% | 22,291 | $504K | New |
| CSTM Constellium SE | 0.28% | 33,893 | $504K | Add +206.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 15,150 | $494K | New |
| ESEA Euroseas Ltd. | 0.28% | 8,275 | $493K | New |
| HLF Herbalife Ltd. | 0.27% | 57,320 | $484K | New |
| OZK Bank Ozk | 0.27% | 9,486 | $484K | New |
| SEDG Solaredge Technologies Inc. | 0.27% | 13,055 | $483K | New |
| LASR Nlight Inc. | 0.27% | 16,108 | $477K | New |
| PARR Par Pacific Holdings Inc. | 0.26% | 13,279 | $470K | New |
| ALLY Ally Financial Inc. | 0.26% | 11,873 | $465K | New |
| RVLV Revolve Group Inc. Class A | 0.26% | 21,754 | $463K | New |
| SHAK Shake Shack Inc. Class A | 0.26% | 4,930 | $461K | New |
| CNXN PC Connection Inc. | 0.26% | 7,414 | $460K | New |
| LNG Cheniere Energy Inc. | 0.26% | 1,955 | $459K | New |
| EAT Brinker International Inc. | 0.26% | 3,618 | $458K | Add +195.6% |
| MAS Masco Corp. | 0.26% | 6,507 | $458K | New |
| DOO BRP Inc./Ca- Sub Voting | 0.26% | 7,482 | $455K | New |
| FTI Technipfmc PLC | 0.25% | 11,483 | $453K | Add +37.2% |
| BMBL Bumble Inc. Class A | 0.25% | 74,041 | $451K | New |
| PGNY Progyny Inc. | 0.25% | 20,825 | $448K | New |
| ABNB Airbnb Inc. Class A | 0.25% | 3,681 | $447K | New |
| PTON Peloton Interactive Inc. Class A | 0.25% | 49,226 | $443K | New |
| SEI Solaris Energy Infrastructur | 0.25% | 11,048 | $442K | New |
| UL Unilever PLC | 0.25% | 7,416 | $440K | New |
| SNDR Schneider National Inc. Class B | 0.25% | 20,716 | $438K | New |
| GCMG GCM Grosvenor Inc. Class A | 0.25% | 36,185 | $437K | New |
| OOMA Ooma Inc. | 0.24% | 36,246 | $435K | New |
| ACHR Archer Aviation Inc. Class A | 0.24% | 45,268 | $434K | New |
| QFIN Qfin Holdings Inc.-ADR | 0.24% | 15,021 | $432K | New |
| SIBN Si-Bone Inc. | 0.24% | 29,299 | $431K | New |
| TMDX Transmedics Group Inc. | 0.24% | 3,841 | $431K | Add +95.0% |
| ENTA Enanta Pharmaceuticals Inc. | 0.24% | 35,846 | $429K | New |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.24% | 5,847 | $429K | Add +81.6% |
| OMC Omnicom Group | 0.24% | 5,232 | $427K | New |
| SKYW Skywest Inc. | 0.24% | 4,234 | $426K | Add +26.8% |
| APAM Artisan Partners Asset Ma -A | 0.24% | 9,802 | $425K | New |
| HEI.A Heico Corp. Class A | 0.24% | 1,674 | $425K | New |
| NBHC National Bank Hold Class A | 0.24% | 10,949 | $423K | New |
| FVRR Fiverr International Ltd. | 0.24% | 17,288 | $422K | Add +116.9% |
| ACIC American Coastal Insurance C | 0.24% | 36,887 | $420K | New |
| NUTX Nutex Health Inc. | 0.24% | 4,062 | $420K | New |
| BYRN Byrna Technologies Inc. | 0.24% | 18,913 | $419K | New |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.24% | 4,661 | $418K | New |
| JBL Jabil Inc. | 0.24% | 1,924 | $418K | Add +97.9% |
| DPZ Domino's Pizza Inc. | 0.23% | 966 | $417K | Add +95.5% |
| NDAQ Nasdaq Inc. | 0.23% | 4,712 | $417K | Add +104.3% |
| NVDA Nvidia Corp. | 0.23% | 2,230 | $416K | New |
| PSTL Postal Realty Trust Inc. Class A | 0.23% | 26,491 | $416K | Add +4.4% |
| DLO Dlocal Ltd. | 0.23% | 29,051 | $415K | Add +38.4% |
| BDN Brandywine Realty Trust | 0.23% | 99,355 | $414K | New |
| FC Franklin Covey Co. | 0.23% | 21,197 | $411K | New |
| BATRA Atlanta Braves Holdings in-A | 0.23% | 9,024 | $410K | New |
| GPRE Green Plains Inc. | 0.23% | 46,399 | $408K | New |
| MLCO Melco Resorts & Entert-ADR | 0.23% | 44,295 | $406K | New |
| LUNR Intuitive Machines Inc. | 0.23% | 38,533 | $405K | New |
| MOMO Hello Group Inc. -SPN ADR | 0.23% | 54,461 | $404K | New |
| VRE Veris Residential Inc. | 0.23% | 26,524 | $403K | New |
| ATAT Atour Lifestyle Holdings-ADR | 0.23% | 10,723 | $403K | New |
| NFLX Netflix Inc. | 0.23% | 336 | $403K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 1,428 | $399K | New |
| VREX Varex Imaging Corp. | 0.22% | 32,142 | $399K | New |
| MPAA Motorcar Parts of America Inc. | 0.22% | 24,026 | $397K | New |
| SMBC Southern Missouri Bancorp | 0.22% | 7,548 | $397K | New |
| MOS The Mosaic Co. | 0.22% | 11,390 | $395K | Add +99.7% |
| KRT Karat Packaging Inc. | 0.22% | 15,618 | $394K | New |
| GRBK Green Brick Partners Inc. | 0.22% | 5,320 | $393K | New |
| DV Doubleverify Holdings Inc. | 0.22% | 32,733 | $392K | Add +227.0% |
| RNG Ringcentral Inc. Class A | 0.22% | 13,738 | $389K | New |
| ANIK Anika Therapeutics Inc. | 0.22% | 41,386 | $389K | New |
| PCTY Paylocity Holding Corp. | 0.22% | 2,441 | $389K | New |
| VEEV Veeva Systems Inc. Class A | 0.22% | 1,305 | $389K | Reduce -27.7% |
| CNK Cinemark Holdings Inc. | 0.22% | 13,837 | $388K | Add +19.8% |
| OHI Omega Healthcare Investors | 0.22% | 9,156 | $387K | New |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.22% | 3,757 | $386K | New |
| MANH Manhattan Associates Inc. | 0.21% | 1,863 | $382K | New |
| VTEX Vtex Class A | 0.21% | 86,978 | $381K | New |
| HUYA Huya Inc.-ADR | 0.21% | 113,899 | $379K | New |
| HQY Healthequity Inc. | 0.21% | 3,997 | $379K | Add +98.0% |
Portfolio Sells Q2 2025 → Q3 2025
| CRUS Cirrus Logic Inc. | Sold out | 0.00% | −0.81 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.76 |
| CLX Clorox Company | Sold out | 0.00% | −0.73 |
| META Meta Platforms Inc. Class A | Reduce -49.3% | 0.18% | −0.72 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.70 |
| NDSN Nordson Corp. | Sold out | 0.00% | −0.69 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.67 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −0.63 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.63 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.62 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.61 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.61 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.61 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.60 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.60 |
| ADC Agree Realty Corp. | Sold out | 0.00% | −0.59 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.59 |
| NSA National Storage Affiliates | Sold out | 0.00% | −0.59 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.58 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.57 |
| WU Western Union Co. | Reduce -74.3% | 0.06% | −0.57 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.56 |
| RGLD Royal Gold Inc. | Sold out | 0.00% | −0.55 |
| NMFC New Mountain Finance Corp. | Sold out | 0.00% | −0.54 |
| CPA Copa Holdings SA Class A | Sold out | 0.00% | −0.54 |
| TRIN Trinity Capital Inc. | Sold out | 0.00% | −0.54 |
| VEEV Veeva Systems Inc. Class A | Reduce -27.7% | 0.22% | −0.53 |
| SAIC Science Applications Inte | Sold out | 0.00% | −0.52 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.51 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.51 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.51 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.51 |
| DOLE Dole PLC | Sold out | 0.00% | −0.51 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.51 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.50 |
| EPRT Essential Properties Realty | Sold out | 0.00% | −0.50 |
| EHC Encompass Health Corp. | Sold out | 0.00% | −0.49 |
| ALSN Allison Transmission Holding | Sold out | 0.00% | −0.49 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.49 |
| INVH Invitation Homes Inc. | Sold out | 0.00% | −0.49 |
| BOX Box Inc. Class A | Sold out | 0.00% | −0.49 |
| BNL Broadstone Net Lease Inc. | Sold out | 0.00% | −0.49 |
| CINF Cincinnati Financial Corp. | Sold out | 0.00% | −0.49 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.48 |
| PNW Pinnacle West Capital | Sold out | 0.00% | −0.48 |
| ADI Analog Devices Inc. | Reduce -50.0% | 0.12% | −0.47 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.47 |
| LPG Dorian LPG Ltd. | Sold out | 0.00% | −0.47 |
| GOOD Gladstone Commercial Corp. | Reduce -17.9% | 0.18% | −0.47 |
| GE General Electric | Sold out | 0.00% | −0.46 |
Portfolio Buys Q2 2025 → Q3 2025
| W Wayfair Inc. Class A | New | 0.49% | +0.49 |
| TIGR Up Fintech Holding Ltd. - ADR | New | 0.41% | +0.41 |
| ARRY Array Technologies Inc. | New | 0.41% | +0.41 |
| SFM Sprouts Farmers Market Inc. | New | 0.41% | +0.41 |
| CAAP Corp. America Airports SA | New | 0.37% | +0.37 |
| VRT Vertiv Holdings Co. Class A | New | 0.36% | +0.36 |
| ZVRA Zevra Therapeutics Inc. | New | 0.36% | +0.36 |
| BOW Bowhead Specialty Holdings I | New | 0.34% | +0.34 |
| LX Lexinfintech Holdings L-ADR | New | 0.34% | +0.34 |
| EEFT Euronet Worldwide Inc. | New | 0.33% | +0.33 |
| RIGL Rigel Pharmaceuticals Inc. | New | 0.33% | +0.33 |
| MASI Masimo Corp. | New | 0.32% | +0.32 |
| LXU LSB Industries Inc. | New | 0.32% | +0.32 |
| EVLV Evolv Technologies Holdings | New | 0.31% | +0.31 |
| IIIN Insteel Industries Inc. | New | 0.31% | +0.31 |
| IDT Idt Corp. Class B | New | 0.30% | +0.30 |
| AIT Applied Industrial Tech Inc. | New | 0.29% | +0.29 |
| PBF PBF Energy Inc. Class A | New | 0.29% | +0.29 |
| APLS Apellis Pharmaceuticals Inc. | New | 0.28% | +0.28 |
| VICI Vici Properties Inc. | New | 0.28% | +0.28 |
| ESEA Euroseas Ltd. | New | 0.28% | +0.28 |
| HLF Herbalife Ltd. | New | 0.27% | +0.27 |
| OZK Bank Ozk | New | 0.27% | +0.27 |
| SEDG Solaredge Technologies Inc. | New | 0.27% | +0.27 |
| LASR Nlight Inc. | New | 0.27% | +0.27 |
| PARR Par Pacific Holdings Inc. | New | 0.26% | +0.26 |
| ALLY Ally Financial Inc. | New | 0.26% | +0.26 |
| RVLV Revolve Group Inc. Class A | New | 0.26% | +0.26 |
| SHAK Shake Shack Inc. Class A | New | 0.26% | +0.26 |
| CNXN PC Connection Inc. | New | 0.26% | +0.26 |
| LNG Cheniere Energy Inc. | New | 0.26% | +0.26 |
| MAS Masco Corp. | New | 0.26% | +0.26 |
| DOO BRP Inc./Ca- Sub Voting | New | 0.26% | +0.26 |
| BMBL Bumble Inc. Class A | New | 0.25% | +0.25 |
| PGNY Progyny Inc. | New | 0.25% | +0.25 |
| ABNB Airbnb Inc. Class A | New | 0.25% | +0.25 |
| PTON Peloton Interactive Inc. Class A | New | 0.25% | +0.25 |
| SEI Solaris Energy Infrastructur | New | 0.25% | +0.25 |
| UL Unilever PLC | New | 0.25% | +0.25 |
| SNDR Schneider National Inc. Class B | New | 0.25% | +0.25 |
| GCMG GCM Grosvenor Inc. Class A | New | 0.25% | +0.25 |
| OOMA Ooma Inc. | New | 0.24% | +0.24 |
| ACHR Archer Aviation Inc. Class A | New | 0.24% | +0.24 |
| QFIN Qfin Holdings Inc.-ADR | New | 0.24% | +0.24 |
| SIBN Si-Bone Inc. | New | 0.24% | +0.24 |
| ENTA Enanta Pharmaceuticals Inc. | New | 0.24% | +0.24 |
| OMC Omnicom Group | New | 0.24% | +0.24 |
| APAM Artisan Partners Asset Ma -A | New | 0.24% | +0.24 |
| HEI.A Heico Corp. Class A | New | 0.24% | +0.24 |
| NBHC National Bank Hold Class A | New | 0.24% | +0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $5.3M | PK, GDOT, GO, ADAM, CLF |
| Q1 2026Amended | 97 | $9.9M | HPQ, MLCO, FSM, HLF, SWBI |
| Q4 2025 | 667 | $197.5M | EXLS, DK, FVRR, ASAN, AVGO |
| Q3 2025 | 654 | $177.7M | W, EXLS, TIGR, ARRY, SFM |
| Q2 2025 | 267 | $69.6M | EXLS, META, CRUS, MNST, VEEV |
| Q1 2025 | 259 | $72.1M | EXLS, ADSK, QCOM, NVGS, GSL |
| Q4 2024 | 380 | $118.3M | EXLS, VZ, CSGS, CXW, NFLX |