Andera Partners Long-Term Concentrated

Location: Paris, France

CIK: 0001757283 · Show all filings

Period: Q4 2025 (Next →)

Filing Date: Feb 17, 2026

Total Value: $177M (100.0% shares, 0.0% debt)

Holdings (5)

KMTS KESTRA MED TECHNOLOGIES LTD 38.1%

Value $67.36M Shares 2,540,106 Share Price $26.52 Est. Cost/Share $25.75 Unrealized @ Report Date +3.0%

MLYS MINERALYS THERAPEUTICS INC 32.7%

Value $57.77M Shares 1,591,917 Share Price $36.29 Est. Cost/Share $40.10 Unrealized @ Report Date -9.5%

EVMN EVOMMUNE INC 18.4%

Value $32.48M Shares 1,897,362 Share Price $17.12 Est. Cost/Share $18.78 Unrealized @ Report Date -8.9%

ABVX ABIVAX SA 6.0%

Value $10.54M Shares 78,125 Share Price $134.86 Est. Cost/Share $109.11 Unrealized @ Report Date +23.6%

IVA INVENTIVA SA 4.8%

Value $8.455M Shares 1,818,181 Share Price $4.65 Est. Cost/Share $4.65 Unrealized @ Report Date +0.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
KMTS	KESTRA MED TECHNOLOGIES LTD	2,540,106	$67.36M	38.1%	$26.52	$25.75	+3.0%	SHS	G52441105
MLYS	MINERALYS THERAPEUTICS INC	1,591,917	$57.77M	32.7%	$36.29	$40.10	-9.5%	COM	603170101
EVMN	EVOMMUNE INC	1,897,362	$32.48M	18.4%	$17.12	$18.78	-8.9%	COM SHS	30054Y107
ABVX	ABIVAX SA	78,125	$10.54M	6.0%	$134.86	$109.11	+23.6%	SPONSORED ADS	00370M103
IVA	INVENTIVA SA	1,818,181	$8.455M	4.8%	$4.65	$4.65	+0.1%	ADS	46124U107