Andera Partners
Andera Partners reported 7 US-listed holdings worth $175.7 million in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: Kestra Med Technologies Ltd (43.9%), Mineralys Therapeutics Inc. (22.8%) and Avalyn Pharma Inc. (15.1%). Against the quarter before, it opened 0 positions, added to 0, trimmed 1 and sold out of 1.
The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -17.8% over the 3 quarters to 30 September 2026, against +11.8% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Trimmed 1
- Evommune Inc. EVMN-1.3 million shares · -93%
Sold out of 1
- Abivax SA ABVX$10.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Kestra Med Technologies Ltd KMTS | 2.7M | $77.2 million | 43.94% | no change |
| Mineralys Therapeutics Inc. MLYS | 1.6M | $40.0 million | 22.77% | no change |
| Avalyn Pharma Inc. AVLN | 929.8K | $26.5 million | 15.08% | no change |
| Agomab Therapeutics NV AGMB | 1.5M | $17.1 million | 9.72% | no change |
| Inventiva SA IVA | 3.6M | $13.4 million | 7.63% | no change |
| Evommune Inc. EVMN | 97.4K | $804,210 | 0.46% | -1.3M |
| Nyxoah S A NYXH | 522.1K | $720,439 | 0.41% | no change |