Managers / Q1 2026
Andera Partners
CIK 0001757283 · 2, PLACE RIO DE JANEIRO, PARIS, 75008 · 33 1 85 73 64 00
Summary
Andera Partners reported $177M in U.S.-listed holdings across 7 positions for Q1 2026.
The portfolio is heavily concentrated: Kestra Med Technologies alone accounts for 30.4% of reported value.
Compared with Q4 2025, the fund opened 2 new positions and exited 0.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 49.0% · $87M
- Other · 31.2% · $55M
- ADR · 19.7% · $35M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| AGMBAGOMAB THERAPEUTICS NV | NEW | +1.54M | 1.54M | +$16M | $16M |
| NYXOAH S A | NEW | +522.1K | 522.1K | +$2M | $2M |
| KESTRA MED TECHNOLOGIES LTD | ADDED | +155.1K | 2.70M | −$14M | $54M |
| MLYSMINERALYS THERAPEUTICS INC | HELD | +0 | 1.59M | −$15M | $43M |
| EVMNEVOMMUNE INC | HELD | +0 | 1.90M | +$11M | $44M |
| ABVXABIVAX SA | HELD | +0 | 78.1K | −$2M | $9M |
| IVAINVENTIVA SA | HELD | +0 | 1.82M | +$2M | $10M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | KESTRA MED TECHNOLOGIES LTD | SHS | 30.36% | $54M | 2.70M |
| 2 | EVMNEVOMMUNE INChistory → | COM SHS | 24.66% | $44M | 1.90M |
| 3 | MLYSMINERALYS THERAPEUTICS INChistory → | COM | 24.38% | $43M | 1.59M |
| 4 | AGMBAGOMAB THERAPEUTICS NVhistory → | SPONSORED ADS | 9.12% | $16M | 1.54M |
| 5 | IVAINVENTIVA SAhistory → | ADS | 5.70% | $10M | 1.82M |
| 6 | ABVXABIVAX SAhistory → | SPONSORED ADS | 4.92% | $9M | 78.1K |
| 7 | NYXOAH S A | SHS | 0.86% | $2M | 522.1K |
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.