Affinity Asset Advisors’s Savara SVRA Stock Holding History

Affinity Asset Advisors’s Portfolio SVRA Stock Details SVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7M	Sell	2,512,153 -285,000	-10%	-$1.59M	0.71%	37
2025 Q4	$16.9M	Buy	2,797,153 +1,297,153	+86%	+$6.35M	0.96%	34
2025 Q3	$5.36M	Buy	1,500,000 +1,000,000	+200%	+$2.96M	0.47%	50
2025 Q2	$1.14M	Buy	+500,000	New	+$1.36M	0.16%	67
2025 Q1	–	Sell	-410,586	Closed	-$1.26M	–	112
2024 Q4	$1.26M	Sell	410,586 -289,414	-41%	-$1.01M	0.17%	66
2024 Q3	$2.97M	Sell	700,000 -846,850	-55%	-$3.74M	0.41%	55
2024 Q2	$6.23M	Buy	1,546,850 +396,850	+35%	+$1.77M	0.72%	40
2024 Q1	$5.73M	Hold	1,150,000	–	–	0.71%	43
2023 Q4	$5.41M	Hold	1,150,000	–	–	0.99%	32
2023 Q3	$4.35M	Buy	+1,150,000	New	+$4.1M	1.22%	27

Other funds holding SVRA

NMC

NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Affinity Asset Advisors's SVRA Position: Q1 2026 in Review

Affinity Asset Advisors reduced its Savara (SVRA) stake by 10% in Q1 2026, selling an estimated $1.59M and leaving 2,512,153 shares worth $13.7M. The position accounts for 0.71% of the portfolio, ranked #37.

Affinity Asset Advisors first reported a position in SVRA in Q3 2023 and has held it in 10 quarters since. The position peaked at $16.9M in Q4 2025. 186 funds tracked by Wall St. Rank hold SVRA as of Q1 2026.

Affinity Asset Advisors held 2,512,153 shares of Savara worth $13.7M as of Q1 2026.
Affinity Asset Advisors sold 285,000 Savara shares in Q1 2026, an estimated $1.59M.
Savara made up 0.71% of Affinity Asset Advisors's portfolio in Q1 2026, its #37 holding.
Affinity Asset Advisors first reported a position in Savara in Q3 2023 and has held it in 10 quarters since.
Affinity Asset Advisors's Savara position peaked at $16.9M in Q4 2025.
186 funds tracked by Wall St. Rank held Savara as of Q1 2026.

Based on Affinity Asset Advisors's 13F filing for Q1 2026, filed 14 May 2026.