Andera Partners

CIK 0001757283 · Q1 2026

13F Equity AUM

$176.9M

+0.2% QoQ

Positions

+2 QoQ

AUM Rank

#7,894

Top 63%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 94.2%Top 10: 100.0%Top 20: 100.0%

KMTS30.4%

EVMN24.7%

MLYS24.4%

Unknown9.1%

IVA5.7%

ABVX4.9%

Unknown0.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Healthcare90.0%

Unclassified10.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 9.12%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

1(0.9%)

1–3%

0(0.0%)

3–5%

1(4.9%)

5%+

5(94.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 6Unique: 1vs 20 funds

0.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.1%

FMR LLC

0.1%

MORGAN STANLEY

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

BANK OF AMERICA CORP /DE/

0.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

STATE STREET CORP

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

JPMORGAN CHASE & CO

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New2Increased1Decreased0Exited0

New Positions

—9.1%

+1.5M

—0.9%

+522K

Increased

KMTS30.4%

+155K(+6%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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