PharVision Advisers, LLC

Q1 2026 13F-HR Holdings

Location
Boca Raton, FL
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
7
Total value ($000)
$325,717
Net value change ($000)
+128,179 (64.9%)
New positions
3
Sold out positions
663
Turnover %
92.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
MLCO 68,555 14463.1%
ALTG 60,222 14476.4%
UWMC 50,277 11272.9%
ACVA 43,460 NEW
ORGO 38,309 11715.3%
TTEC 32,690 NEW
CYH 30,541 NEW
Top Reduces (Value $000, Stocks/ETFs)
EXLS -830 -100.0%
DK -724 -100.0%
FVRR -704 -100.0%
ASAN -674 -100.0%
AVGO -669 -100.0%
ITRI -666 -100.0%
EAT -649 -100.0%
HLF -643 -100.0%
NVDA -631 -100.0%
LVS -630 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type