PharVision Advisers, LLC

Q3 2025 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
9/30/2025
Date filed
11/17/2025
Form type
13F-HR
Num holdings
654
Total value ($000)
$177,749
Net value change ($000)
+108,142 (155.4%)
New positions
562
Sold out positions
175
Turnover %
110.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
W 878 NEW
TIGR 734 NEW
ARRY 730 NEW
SFM 724 NEW
CORPORACION AMER ARPTS S A 656 NEW
VRT 639 NEW
ZVRA 635 NEW
BOW 608 NEW
LX 607 NEW
EEFT 591 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRUS -563 -100.0%
MNST -526 -100.0%
CLX -510 -100.0%
OKTA -488 -100.0%
NDSN -480 -100.0%
ORCL -469 -100.0%
EXR -439 -100.0%
EQIX -437 -100.0%
PANW -433 -100.0%
WDAY -428 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type