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Andera Partners Portfolio holdings

AUM $206M
This Fund
S&P 500
This Quarter Est. Return
+8.14%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
+$29.6M
Cap. Flow
+$24.5M
Cap. Flow %
11.87%
Top 10 Hldgs %
100%
Holding
8
New
1
Increased
2
Reduced
1
Closed
–

Top Buys

Rank Stock Value
1
AVLN
Avalyn Pharma
AVLN
+$26.8M
2
IVA
Inventiva
IVA
+$8.72M
3
KMTS
Kestra Medical Technologies
KMTS
+$701K

Top Sells

Rank Stock Value
1
EVMN
Evommune Inc
EVMN
+$11.7M

Sector Composition

Rank Sector Weight
1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMTS
1
Kestra Medical Technologies
KMTS
$1.47B
$69.4M 33.62%
2,728,679
+33,487
+1% +$701K
MLYS icon
2
Mineralys Therapeutics
MLYS
$2.5B
$42.9M 20.8%
1,591,917
– –
AVLN
3
Avalyn Pharma
AVLN
$1.57B
$30.6M 14.82%
+929,824
New +$26.8M
AGMB
4
AgomAb Therapeutics NV
AGMB
$730M
$20M 9.67%
1,538,702
– –
EVMN
5
Evommune Inc
EVMN
$436M
$18.5M 8.96%
1,391,990
-505,372
-27% -$11.7M
IVA
6
Inventiva
IVA
$1.14B
$13.7M 6.65%
3,633,181
+1,815,000
+100% +$8.72M
ABVX
7
Abivax
ABVX
$9.95B
$10.4M 5.04%
78,125
– –
NYXH
8
Nyxoah
NYXH
$179M
$882K 0.43%
522,057
– –

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Andera Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Andera Partners held 8 positions worth $206M, up 17% from $177M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Andera Partners deployed $24.5M of net new capital in Q2 2026, opening 1 new position and adding to 2 existing holdings. Its largest new stake was Avalyn Pharma: 929,824 shares worth $30.6M.

By sector, the portfolio is most concentrated in Healthcare at 100% of assets, unchanged from a quarter earlier.

On the sell side, the largest reduction was Evommune Inc, an estimated $11.7M trimmed.

  • Andera Partners's largest Q2 2026 buy was Avalyn Pharma: 929,824 shares worth $30.6M.
  • Andera Partners added most to Inventiva in Q2 2026, an estimated $8.72M increase.
  • Andera Partners's biggest Q2 2026 reduction was Evommune Inc, cutting an estimated $11.7M.
  • Andera Partners's ten largest holdings make up 100% of its $206M portfolio in Q2 2026.
  • Andera Partners opened 1 new position and closed 0 in Q2 2026.
  • Andera Partners's portfolio value rose 17% quarter-over-quarter to $206M.

Based on Andera Partners's 13F filing for Q2 2026, filed 22 Jul 2026.