ANDERA PARTNERS
CIK 1757283 · View on SEC EDGAR ↗
- Portfolio value
- $206.5M
- Positions
- 8
- As of
- June 30, 2026
#5,875 of 8,643 by 13F value · top 68.0%
Portfolio value QoQ: +16.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 4.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.5% Est. buys $38,322,415 · sells $6,716,394
- New positions
- 1
- Increased
- 2
- Decreased
- 1
- Closed
- 0
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
Performance vs S&P 500
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 100.0% · Options excluded: 0.0%
Sector breakdown
Healthcare
75.5%
Other/Unmapped
24.5%
Full portfolio 8 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| KMTS Kestra Medical Technologies, Ltd. - Common Stock | $69,417,594 | 33.62% | 2,728,679 | $15,702,417 | Up ×2 | ||
| MLYS Mineralys Therapeutics, Inc. - Common Stock | $42,949,921 | 20.80% | 1,591,917 | $-175,111 | |||
| Unknown issuer (CUSIP: 05348Y105) | $30,609,806 | 14.82% | 929,824 | Up ×1 | |||
| AGMB AgomAb Therapeutics NV - ADRs representing one common share. | $19,972,352 | 9.67% | 1,538,702 | $3,831,368 | |||
| EVMN Evommune, Inc. Common Stock | $18,499,547 | 8.96% | 1,391,990 | $-25,120,805 | Down ×1 | ||
| IVA Inventiva S.A. - American Depository Shares | $13,733,424 | 6.65% | 3,633,181 | $3,642,519 | Up ×1 | ||
| ABVX Abivax SA - American Depositary Shares | $10,410,938 | 5.04% | 78,125 | $1,711,719 | |||
| NYXH Nyxoah SA - Ordinary Shares | $882,276 | 0.43% | 522,057 | $-642,130 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| Unknown issuer (CUSIP: 05348Y105) | $30,609,806 | 929,824 | 14.82% |