Investor
PharVision Advisers, LLC
CIK 0001898824 · filed 2026-05-11 · SEC filing
13F book
$9.86M
Positions
97
41 new · 611 sold
Largest name
2.4%
Hp Inc · HPQ
Est. mark
−$1.51M
Price effect on 56 names still held. Flow −$186.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Hp Inc | HPQ | 12.1K | $232.8K | 2.4% | −$37.2K | Cut−$191.1K |
| Melco Resorts And Entmnt Ltd | — | 35.1K | $199.2K | 2.0% | −$66.3K | Cut−$275.2K |
| Fortuna Mng Corp | — | 18.4K | $182.6K | 1.9% | $2.21K | Cut−$12.5K |
| Herbalife Ltd. | HLF | 11.9K | $175.6K | 1.8% | $21.8K | Cut−$467.8K |
| Smith & Wesson Brands, Inc. | SWBI | 12.2K | $175.5K | 1.8% | $54.6K | Cut−$101.6K |
| Ellington Financial Inc | — | 14.3K | $169.1K | 1.7% | — | New |
| Alphatec Hldgs Inc | — | 15.2K | $165.6K | 1.7% | −$123.7K | Added−$90.6K |
| American Axle & Mfg Hldgs In | DCH | 27.4K | $162.6K | 1.7% | −$13.2K | Cut−$323.3K |
| Safe Bulkers Inc | — | 25K | $158.5K | 1.6% | — | New |
| Banco Santander Sa | — | 13.3K | $150.3K | 1.5% | — | New |
| Ford Mtr Co | — | 13K | $150K | 1.5% | −$20.5K | Cut−$59.7K |
| Quad/Graphics, Inc. | QUAD | 21.9K | $144.8K | 1.5% | — | New |
| Oil Sts Intl Inc | — | 12.2K | $142.1K | 1.4% | — | New |
| Alta Equipment Group Inc | — | 26.3K | $141.3K | 1.4% | $20.3K | Cut−$274.6K |
| Agnc Invt Corp | — | 14K | $140.5K | 1.4% | — | New |
| Embecta Corp. | EMBC | 15.9K | $140.4K | 1.4% | −$34.2K | Added$6.88K |
| Cnh Indl N V | — | 12.7K | $139.5K | 1.4% | — | New |
| Fiverr Intl Ltd | — | 13.6K | $136.5K | 1.4% | −$132.7K | Cut−$567.5K |
| Transocean Ltd. | RIG | 20.3K | $134.8K | 1.4% | — | New |
| Nextdecade Corp | NEXT | 17.6K | $134.4K | 1.4% | — | New |
| Ermenegildo Zegna N.V. | ZGN | 12.7K | $132.2K | 1.3% | — | New |
| Pagaya Technologies Ltd | — | 11.2K | $130.8K | 1.3% | −$103.8K | Cut−$383.7K |
| Aveanna Healthcare Hldgs Inc | — | 20.1K | $129.4K | 1.3% | −$34.8K | Cut−$206.8K |
| Tpg Mtg Invts Tr Inc | — | 17.6K | $128.4K | 1.3% | — | New |
| Orchid Is Cap Inc | — | 18.2K | $127.8K | 1.3% | −$3.09K | Cut−$228.9K |
| B2gold Corp | BTG | 28.1K | $127.1K | 1.3% | $562 | Cut−$180.8K |
| Itau Unibanco Hldg S A | — | 15.1K | $126.9K | 1.3% | $18.5K | Cut−$39.6K |
| Oscar Health, Inc. | OSCR | 11K | $126.1K | 1.3% | — | New |
| ACV Auctions Inc. | ACVA | 29.6K | $125.4K | 1.3% | — | New |
| Haleon Plc | — | 12.3K | $123.2K | 1.3% | — | New |
| Metalla Rty & Streaming Ltd | — | 18.3K | $121.6K | 1.2% | — | New |
| Borr Drilling Ltd | BORR | 21K | $121K | 1.2% | — | New |
| Asana, Inc. | ASAN | 18.7K | $119.9K | 1.2% | −$137K | Cut−$554.5K |
| Grocery Outlet Hldg Corp | — | 16.9K | $119K | 1.2% | — | New |
| Tpg Re Fin Tr Inc | — | 14.9K | $116.6K | 1.2% | — | New |
| Tronox Holdings Plc | TROX | 11.6K | $113.5K | 1.2% | — | New |
| Pangaea Logistics Solution L | — | 16K | $113.4K | 1.2% | $3.2K | Cut−$115.4K |
| Turkcell Iletisim Hizmetleri | — | 18.8K | $113.3K | 1.1% | $10.4K | Added$12.2K |
| Bitdeer Technologies Group | BTDR | 13K | $112K | 1.1% | — | New |
| Gogo Inc. | GOGO | 27.7K | $111.2K | 1.1% | −$17.7K | Cut−$221.7K |
| UWM Holdings Corp | UWMC | 30.6K | $110.8K | 1.1% | −$23.3K | Cut−$335.6K |
| Rapid7, Inc. | RPD | 19.9K | $109.5K | 1.1% | — | New |
| Snap Inc | SNAP | 23.8K | $109.3K | 1.1% | −$82.4K | Cut−$203.5K |
| Eastman Kodak Co | KODK | 11.7K | $106.3K | 1.1% | $6.93K | Cut−$173K |
| Arcos Dorados Holdings Inc. | ARCO | 12.7K | $105.1K | 1.1% | $11.6K | Cut−$202K |
| AvePoint, Inc. | AVPT | 10.7K | $102.1K | 1.0% | −$47K | Cut−$145K |
| Phreesia, Inc. | PHR | 11.8K | $99.2K | 1.0% | −$101.1K | Cut−$266.9K |
| Himax Technologies, Inc. | HIMX | 12.5K | $98.2K | 1.0% | — | New |
| Nio Inc | — | 16.3K | $98K | 1.0% | $15.1K | Cut−$465.7K |
| Industrial Logistics Pptys T | — | 17.2K | $97.8K | 1.0% | $2.41K | Cut−$290.5K |
| Wendys Co | — | 14.1K | $97.8K | 1.0% | — | New |
| Capitol Fed Finl Inc | — | 13.4K | $95.5K | 1.0% | $4.28K | Cut−$12.6K |
| Ferroglobe Plc | GSM | 23.1K | $95.1K | 1.0% | −$12K | Cut−$161.9K |
| Redwood Trust Inc | — | 16.9K | $94.9K | 1.0% | — | New |
| Weave Communications, Inc. | WEAV | 19.9K | $92K | 0.9% | −$58.2K | Added−$56.7K |
| Cryoport, Inc. | CYRX | 11K | $91.2K | 0.9% | −$14.5K | Cut−$17.9K |
| Cleveland-Cliffs Inc New | — | 10.8K | $91K | 0.9% | −$52K | Cut−$111.2K |
| Quantumscape Corp | QS | 13.9K | $88.5K | 0.9% | −$56K | Cut−$90.3K |
| Jumia Technologies Ag | JMIA | 12.5K | $85.9K | 0.9% | −$69.6K | Cut−$254.2K |
| Organogenesis Hldgs Inc | — | 35.6K | $84.4K | 0.9% | −$100.1K | Cut−$242.9K |
| Egain Corp | EGAN | 10.6K | $83.2K | 0.8% | −$25.3K | Cut−$116.1K |
| Nokia Corp | — | 10.3K | $82.9K | 0.8% | — | New |
| B. Riley Financial Inc | — | 11.1K | $81.6K | 0.8% | $29.5K | Cut−$174.2K |
| Ultrapar Participacoes Sa | — | 14.5K | $80K | 0.8% | $25.3K | Cut−$115.6K |
| Up Fintech Hldg Ltd | — | 12.7K | $79.9K | 0.8% | −$41.4K | Cut−$161.6K |
| Bloomin' Brands, Inc. | BLMN | 14.5K | $78.4K | 0.8% | −$11.2K | Cut−$283.2K |
| Genius Sports Limited | — | 17.7K | $78.3K | 0.8% | — | New |
| Banco Santander (Brasil) S.A. | BSBR | 13.1K | $77.7K | 0.8% | — | New |
| Lloyds Banking Group Plc | — | 14.6K | $73.6K | 0.7% | — | New |
| Peloton Interactive, Inc. | PTON | 16.9K | $72.5K | 0.7% | −$31.6K | Cut−$271.8K |
| Ttec Hldgs Inc | — | 28.6K | $71.4K | 0.7% | — | New |
| Stellantis N.V. | STLA | 10K | $71.2K | 0.7% | — | New |
| Sprout Social, Inc. | SPT | 12.4K | $71K | 0.7% | — | New |
| Opendoor Technologies Inc | — | 14.9K | $69.5K | 0.7% | — | New |
| Arhaus, Inc. | ARHS | 10.2K | $69K | 0.7% | −$45.1K | Cut−$148K |
| Kronos Worldwide Inc | KRO | 10.4K | $68.6K | 0.7% | — | New |
| Rimini Str Inc Del | — | 20.7K | $68K | 0.7% | — | New |
| Community Health Sys Inc New | — | 22.7K | $66.7K | 0.7% | — | New |
| Holley Inc. | HLLY | 21.4K | $65.6K | 0.7% | — | New |
| Sweetgreen, Inc. | SG | 11.8K | $61.4K | 0.6% | — | New |
| Smart Sand, Inc. | SND | 11.7K | $59.7K | 0.6% | — | New |
| Telos Corp Md | — | 13.9K | $58.1K | 0.6% | −$12.6K | Cut−$465K |
| Mimedx Group, Inc. | MDXG | 14K | $55.1K | 0.6% | −$39.4K | Cut−$244.5K |
| Thryv Hldgs Inc | — | 19.7K | $54.1K | 0.5% | −$37.2K | Added−$13.9K |
| Ardagh Metal Packaging S A | — | 13.2K | $53.6K | 0.5% | −$662 | Cut−$131.4K |
| Renew Energy Global Plc | — | 11.6K | $52.9K | 0.5% | −$12.4K | Cut−$18.3K |
| Real Brokerage Inc | REAX | 21K | $52.5K | 0.5% | −$24.1K | Cut−$307K |
| Similarweb Ltd. | SMWB | 18.9K | $49.4K | 0.5% | −$92.4K | Cut−$217.9K |
| Uranium Rty Corp | — | 12.6K | $46K | 0.5% | — | New |
| Imperial Pete Inc | — | 10.4K | $44.5K | 0.5% | $6.86K | Cut−$67.3K |
| CuriosityStream Inc. | CURI | 14.9K | $44.1K | 0.4% | −$12.5K | Cut−$359K |
| Information Svcs Group Inc | — | 11.3K | $43.5K | 0.4% | — | New |
| Brandywine Rlty Tr | — | 15.9K | $43K | 0.4% | −$3.33K | Cut−$151.2K |
| Newell Brands Inc. | NWL | 12.5K | $43K | 0.4% | −$3.64K | Cut−$319.6K |
| Petco Health & Wellness Co I | — | 14.6K | $40.5K | 0.4% | −$437 | Cut−$91.8K |
| Agora, Inc. | API | 10.9K | $38.6K | 0.4% | −$5.78K | Cut−$269.4K |
| Repay Hldgs Corp | — | 14.8K | $38.5K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.