Vault-13

ANDERA PARTNERS

PARIS, I0 · CIK 1757283 · 13F filing filed 2026-07-22

Exempt reporting adviser since 2026 · other (specify)

$206.5m reported value +16.7% vs Q1 2026
8positions
100.0%in top 10
1 new 2 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 KESTRA MED TECHNOLOGIES LTD SHS KMTS KMTS 2,728,679 $69.4m33.62% 33.62% AddedShares held: Q3 2025 —, Q4 2025 2.5m, Q1 2026 2.7m, Q2 2026 2.7m +33.5k +33,487 1.2%
2 MINERALYS THERAPEUTICS INC COM MLYS MLYS 1,591,917 $42.9m20.80% 20.80% UnchangedShares held: Q3 2025 —, Q4 2025 1.6m, Q1 2026 1.6m, Q2 2026 1.6m
3 AVALYN PHARMACEUTICALS INC COM SHS AVLN AVLN 929,824 $30.6m14.82% 14.82% NewShares held: Q3 2025 —, Q4 2025 0, Q1 2026 0, Q2 2026 929.8k
4 AGOMAB THERAPEUTICS NV SPONSORED ADS AGMB AGMB 1,538,702 $20.0m9.67% 9.67% UnchangedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 1.5m, Q2 2026 1.5m
5 EVOMMUNE INC COM SHS EVMN EVMN 1,391,990 $18.5m8.96% 8.96% ReducedShares held: Q3 2025 —, Q4 2025 1.9m, Q1 2026 1.9m, Q2 2026 1.4m -505.4k -505,372 -26.6%
6 INVENTIVA SA ADS IVA IVA 3,633,181 $13.7m6.65% 6.65% AddedShares held: Q3 2025 —, Q4 2025 1.8m, Q1 2026 1.8m, Q2 2026 3.6m +1.8m +1,815,000 99.8%
7 ABIVAX SA SPONSORED ADS ABVX ABVX 78,125 $10.4m5.04% 5.04% UnchangedShares held: Q3 2025 —, Q4 2025 78.1k, Q1 2026 78.1k, Q2 2026 78.1k
8 NYXOAH S A SHS NYXH NYXH 522,057 $882.3k0.43% 0.43% UnchangedShares held: Q3 2025 —, Q4 2025 0, Q1 2026 522.1k, Q2 2026 522.1k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
INVENTIVA SA IVA · 13G · filed 2026-10-27 IVA 6.7% -1.0 pts 13G 2026-10-27