Data as of Q4 2025 (Dec 31, 2025)

PharVision Advisers, LLC

โ€ขCIK: 1898824โ€ขFiling: Q4 2025

**PharVision Advisers, LLC** manages $198M across a diversified portfolio of 667 positions. The fund exhibits concentrated exposure to key technology and healthcare names, with top holdings including EXLS, DK, STT-PG, ASAN, and AVGO, each representing significant allocations around the $0.7M mark. Notable positions also include NVDA and ITRI, indicating a strategic focus on high-growth, sector-specific opportunities. This structure suggests a tactical, research-driven approach within the life sciences and technology verticals.

Total AUM
$197.5M
QoQ Performance
+11.1%
Positions
664
Top 10 Concentration
7.7%
Latest Filing
Q4 2025

Top Holdings Allocation

EXLS0.4%
DK0.4%
FVRR0.4%
ASAN0.3%
AVGO0.3%
ITRI0.3%
EAT0.3%
HLF0.3%

๐Ÿ“ˆ Biggest Buys

DK
DELEK US HLDGS INC NEW
NEW
0.4% of portfolio
AVGO
BROADCOM INC
NEW
0.3% of portfolio
AG8
AGILENT TECHNOLOGIES INC
NEW
0.3% of portfolio
WMG
WARNER MUSIC GROUP CORP
NEW
0.3% of portfolio
BTU
PEABODY ENERGY CORP
NEW
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

W
WAYFAIR INC
-54.0%
0.2% of portfolio
โ€”
CORPORACION AMER ARPTS S A
-43.5%
0.3% of portfolio
NUTX
NUTEX HEALTH INC
-47.5%
0.2% of portfolio
LASR
NLIGHT INC
-42.1%
0.2% of portfolio
SIBN
SI-BONE INC
-37.5%
0.2% of portfolio

Sector Breakdown

Other93.9%
Consumer2.3%
Technology1.5%
Healthcare0.9%
Communication0.9%
Energy0.5%

๐Ÿšช Exited Positionssold since Q3 2025

TIGR
UP FINTECH HLDG LTD
SOLD
$733.7K
ARRY
ARRAY TECHNOLOGIES INC
SOLD
$729.9K
SFM
SPROUTS FMRS MKT INC
SOLD
$724.4K
VRT
VERTIV HOLDINGS CO
SOLD
$639.3K
ZVRA
ZEVRA THERAPEUTICS INC
SOLD
$634.6K
+565 more exited positions

Changes from Q3 2025

NEW116 new positions
โ†‘67 increased
โ†“17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024