Funds · 13F filer · Paris, I0

Andera Partners

$206.5M in 8 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.¹

Returns–Not enough quarters yet

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.²

Stock	Value	Share of portfolio	Change
Kestra Med Technologies LtdCUSIP G52441105	$69.4M	33.6%	+1.2%
MLYSMineralys Therapeutics Inc	$42.9M	20.8%
AVLNAvalyn Pharmaceuticals Inc	$30.6M	14.8%	New
AGMBAgomab Therapeutics Nv	$20.0M	9.7%
EVMNEvommune Inc	$18.5M	9.0%	−26.6%
IVAInventiva Sa	$13.7M	6.7%	+99.8%
ABVXAbivax Sa	$10.4M	5.0%
Nyxoah S ACUSIP B6S7WD106	$882K	0.4%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

Stock	Held since	Return since	Now worth
AGMBAgomab Therapeutics Nv	March 31, 2026	+23.7%	$20.0M
ABVXAbivax Sa	December 31, 2025	−1.2%	$10.4M
Kestra Med Technologies LtdCUSIP G52441105	December 31, 2025	−4.1%	$69.4M
IVAInventiva Sa	December 31, 2025	−18.7%	$13.7M
EVMNEvommune Inc	December 31, 2025	−22.4%	$18.5M
MLYSMineralys Therapeutics Inc	December 31, 2025	−25.7%	$42.9M
Nyxoah S ACUSIP B6S7WD106	March 31, 2026	−42.1%	$882K

Quarter by quarter

Quarter	Its picks	S&P 500
June 30, 2026	−1.2%	+14.8%
March 31, 2026	−11.6%	−4.6%

Sources

Every number on this page points here. Each one links to the public record.

1
SEC EDGAR: Andera Partners Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1757283&type=13F-HR&dateb=&owner=include&count=40
CIK 1757283
2
SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1757283/000175728326000015/
Filed July 22, 2026 · accession 0001757283-26-000015