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Portfolio (Quarterly) Guide ↗

ANDERA PARTNERS

· CIK 0001757283
13F Portfolio $206M AUM 8 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 2 Added 1 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KMTS KESTRA MED TECHNOLOGIES LTD Healthcare 2,728,679.0 $69.4M 33.62% +33K +1.2% $25.44 -1.3%
2 MLYS MINERALYS THERAPEUTICS INC Healthcare 1,591,917.0 $42.9M 20.80% $26.98 -5.2%
3 AVALYN PHARMACEUTICALS INC 929,824.0 $30.6M 14.82% NEW $32.92
4 AGMB AGOMAB THERAPEUTICS NV Healthcare 1,538,702.0 $20.0M 9.67% $12.98 +4.3%
5 EVMN EVOMMUNE INC Healthcare 1,391,990.0 $18.5M 8.96% -505K -26.6% $13.29 -6.1%
6 IVA INVENTIVA SA Healthcare 3,633,181.0 $13.7M 6.65% +1.8M +99.8% $3.78 +26.2%
7 ABVX ABIVAX SA Healthcare 78,125.0 $10.4M 5.04% $133.26 -14.7%
8 NYXOAH S A 522,057.0 $882K 0.43% $1.69

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%