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Livermore
Livermore
ZHEN

PharVision Advisers, LLC

SEC CIK
0001898824
Latest filing
Aug 11, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 17, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
654
+387 vs. Q2 2025
Portfolio value
$177.7M
+$108.1M (+155.4%) vs. Q2 2025
Filed
Nov 17, 2025
SEC
Holdings of PharVision Advisers, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WWayfair Inc.CL A9,827$877.8K0.5%+9,827NewHistory
EXLSExlService Holdings, Inc.COM17,724$780.4K0.4%00.0%UnchangedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS68,759$733.7K0.4%+68,759NewHistory
ARRYArray Technologies, Inc.COM SHS89,560$729.9K0.4%+89,560NewHistory
SFMSprouts Farmers Market, Inc.COM6,658$724.4K0.4%+6,658NewHistory
CAAPCorporacion America Airports S.A.COM36,186$655.7K0.4%+36,186NewHistory
VRTVertiv Holdings CoCOM CL A4,238$639.3K0.4%+4,238NewHistory
ZVRAZevra Therapeutics, Inc.COM NEW66,733$634.6K0.4%+66,733NewHistory
BOWBowhead Specialty Holdings Inc.COM SHS22,482$607.9K0.3%+22,482NewHistory
LXLexinFintech Holdings Ltd.ADR113,928$607.2K0.3%+113,928NewHistory
EEFTEuronet Worldwide, Inc.COM6,729$590.9K0.3%+6,729NewHistory
RIGLRigel Pharmaceuticals IncCOM20,522$581.4K0.3%+20,522NewHistory
MASIMasimo CorpCOM3,909$576.8K0.3%+3,909NewHistory
LXULSB Industries, Inc.COM72,756$573.3K0.3%+72,756NewHistory
BFAMBright Horizons Family Solutions Inc.COM5,242$569.1K0.3%+1,810+52.7%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A72,224$545.3K0.3%+72,224NewHistory
IIINInsteel Industries IncCOM14,157$542.8K0.3%+14,157NewHistory
BSXBoston Scientific CorpStock5,478$534.8K0.3%+3,105+130.8%AddedHistory
IDTIdt CorpCL B NEW10,123$529.5K0.3%+10,123NewHistory
HONHoneywell International IncCOM2,497$525.6K0.3%+1,209+93.9%AddedHistory
AITApplied Industrial Technologies IncCOM1,992$520.0K0.3%+1,992NewHistory
PBFPBF Energy Inc.CL A16,963$511.8K0.3%+16,963NewHistory
APLSApellis Pharmaceuticals, Inc.COM22,291$504.4K0.3%+22,291NewHistory
CSTMConstellium SECL A SHS33,893$504.3K0.3%+22,838+206.6%AddedHistory
VICIVici Properties Inc.COM15,150$494.0K0.3%+15,150NewHistory
ESEAEuroseas Ltd.SHS8,275$493.3K0.3%+8,275NewHistory
HLFHerbalife Ltd.COM SHS57,320$483.8K0.3%+57,320NewHistory
OZKBank OZKCOM9,486$483.6K0.3%+9,486NewHistory
SEDGSolaredge Technologies, Inc.COM13,055$483.0K0.3%+13,055NewHistory
LASRNlight, Inc.COM16,108$477.3K0.3%+16,108NewHistory
PARRPar Pacific Holdings, Inc.COM NEW13,279$470.3K0.3%+13,279NewHistory
ALLYAlly Financial Inc.Stock11,873$465.4K0.3%+11,873NewHistory
RVLVRevolve Group, Inc.CL A21,754$463.4K0.3%+21,754NewHistory
SHAKShake Shack Inc.CL A4,930$461.5K0.3%+4,930NewHistory
CNXNPC Connection IncCOM7,414$459.6K0.3%+7,414NewHistory
LNGCheniere Energy, Inc.COM NEW1,955$459.4K0.3%+1,955NewHistory
EATBrinker International, IncStock3,618$458.3K0.3%+2,394+195.6%AddedHistory
MASMasco CorpCOM6,507$458.0K0.3%+6,507NewHistory
DOOBRP Inc.COM SUN VTG7,482$454.8K0.3%+7,482NewHistory
FTITechnipFMC plcCOM11,483$453.0K0.3%+3,114+37.2%AddedHistory
BMBLBumble Inc.COM CL A74,041$450.9K0.3%+74,041NewHistory
PGNYProgyny, Inc.COM20,825$448.2K0.3%+20,825NewHistory
ABNBAirbnb, Inc.Stock3,681$446.9K0.3%+3,681NewHistory
PTONPeloton Interactive, Inc.CL A COM49,226$443.0K0.2%+49,226NewHistory
SEISolaris Energy Infrastructure, Inc.COM CL A11,048$441.6K0.2%+11,048NewHistory
ULUnilever PLCSPON ADR NEW7,416$439.6K0.2%+7,416NewHistory
SNDRSchneider National, Inc.CL B20,716$438.4K0.2%+20,716NewHistory
GCMGGCM Grosvenor Inc.COM CL A36,185$436.8K0.2%+36,185NewHistory
OOMAOoma IncCOM36,246$434.6K0.2%+36,246NewHistory
ACHRArcher Aviation Inc.Stock45,268$433.7K0.2%+45,268NewHistory
QFINQfin Holdings, Inc.AMERICAN DEP15,021$432.3K0.2%+15,021NewHistory
SIBNSI-BONE, Inc.COM29,299$431.3K0.2%+29,299NewHistory
TMDXTransMedics Group, Inc.COM3,841$431.0K0.2%+1,871+95.0%AddedHistory
ENTAEnanta Pharmaceuticals IncCOM35,846$429.1K0.2%+35,846NewHistory
AWRAmerican States Water CoCOM5,847$428.7K0.2%+2,627+81.6%AddedHistory
OMCOmnicom Group Inc.COM5,232$426.6K0.2%+5,232NewHistory
SKYWSkywest IncCOM4,234$426.0K0.2%+894+26.8%AddedHistory
APAMArtisan Partners Asset Management Inc.CL A9,802$425.4K0.2%+9,802NewHistory
HEI.AHeico CorpCL A1,674$425.3K0.2%+1,674NewHistory
NBHCNational Bank Holdings CorpCL A10,949$423.1K0.2%+10,949NewHistory
FVRRFiverr International Ltd.ORD SHS17,288$422.0K0.2%+9,319+116.9%AddedHistory
ACICAmerican Coastal Insurance CorpCOM36,887$420.1K0.2%+36,887NewHistory
NUTXNutex Health Inc.COM4,062$419.7K0.2%+4,062NewHistory
BYRNByrna Technologies Inc.COM NEW18,913$419.1K0.2%+18,913NewHistory
CFCF Industries Holdings, Inc.COM4,661$418.1K0.2%+4,661NewHistory
JBLJabil IncStock1,924$417.8K0.2%+952+97.9%AddedHistory
DPZDominos Pizza IncCOM966$417.0K0.2%+472+95.5%AddedHistory
NDAQNasdaq, Inc.COM4,712$416.8K0.2%+2,406+104.3%AddedHistory
NVDANVIDIA CorpStock2,230$416.1K0.2%+2,230NewHistory
PSTLPostal Realty Trust, Inc.CL A26,491$415.6K0.2%+1,110+4.4%AddedHistory
DLOdLocal LtdCLASS A COM29,051$414.8K0.2%+8,067+38.4%AddedHistory
BDNBrandywine Realty TrustSH BEN INT NEW99,355$414.3K0.2%+99,355NewHistory
FCFranklin Covey CoCOM21,197$411.4K0.2%+21,197NewHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A9,024$410.3K0.2%+9,024NewHistory
GPREGreen Plains Inc.COM46,399$407.8K0.2%+46,399NewHistory
MLCOMelco Resorts & Entertainment LTDADR44,295$406.2K0.2%+44,295NewHistory
LUNRIntuitive Machines, Inc.CLASS A COM38,533$405.4K0.2%+38,533NewHistory
MOMOHello Group Inc.ADS54,461$404.1K0.2%+54,461NewHistory
VREVeris Residential, Inc.COM26,524$403.2K0.2%+26,524NewHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS10,723$403.1K0.2%+10,723NewHistory
NFLXNetflix IncStock336$402.8K0.2%+336NewHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,428$398.8K0.2%+1,428NewHistory
VREXVarex Imaging CorpCOM32,142$398.6K0.2%+32,142NewHistory
MPAAMotorcar Parts of America IncCOM24,026$397.4K0.2%+24,026NewHistory
SMBCSouthern Missouri Bancorp, Inc.COM7,548$396.7K0.2%+7,548NewHistory
MOSMosaic CoCOM11,390$395.0K0.2%+5,685+99.6%AddedHistory
KRTKarat Packaging Inc.COM15,618$393.7K0.2%+15,618NewHistory
GRBKGreen Brick Partners, Inc.COM5,320$392.9K0.2%+5,320NewHistory
DVDoubleVerify Holdings, Inc.COM32,733$392.1K0.2%+22,724+227.0%AddedHistory
RNGRingCentral, Inc.CL A13,738$389.3K0.2%+13,738NewHistory
ANIKAnika Therapeutics, Inc.COM41,386$389.0K0.2%+41,386NewHistory
PCTYPaylocity Holding CorpCOM2,441$388.8K0.2%+2,441NewHistory
VEEVVeeva Systems IncStock1,305$388.8K0.2%−500−27.7%ReducedHistory
CNKCinemark Holdings, Inc.COM13,837$387.7K0.2%+2,285+19.8%AddedHistory
OHIOmega Healthcare Investors IncCOM9,156$386.6K0.2%+9,156NewHistory
TROWPrice T Rowe Group IncStock3,757$385.6K0.2%+3,757NewHistory
MANHManhattan Associates IncStock1,863$381.9K0.2%+1,863NewHistory
VTEXVtexSHS CL A86,978$381.0K0.2%+86,978NewHistory
HUYAHUYA Inc.ADS REP SHS A113,899$379.3K0.2%+113,899NewHistory
HQYHealthequity, Inc.COM3,997$378.8K0.2%+1,978+98.0%AddedHistory

Sold out since Q2 2025 (175)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 175 by value last quarter.

Positions of PharVision Advisers, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
CRUSCirrus Logic, Inc.Stock5,399$562.9K0.8%History
MNSTMonster Beverage CorpCOM8,394$525.8K0.8%History
CLXClorox CoStock4,249$510.2K0.7%History
OKTAOkta, Inc.CL A4,879$487.8K0.7%History
NDSNNordson CorpCOM2,241$480.4K0.7%History
ORCLOracle CorpStock2,147$469.4K0.7%History
EXRExtra Space Storage Inc.COM2,977$438.9K0.6%History
EQIXEquinix IncCOM549$436.7K0.6%History
PANWPalo Alto Networks IncStock2,114$432.6K0.6%History
WDAYWorkday, Inc.CL A1,783$427.9K0.6%History
PORPortland General Electric CoCOM NEW10,513$427.1K0.6%History
ADSKAutodesk, Inc.COM1,377$426.3K0.6%History
QCOMQualcomm IncStock2,639$420.3K0.6%History
RKTRocket Companies, Inc.Stock29,317$415.7K0.6%History
ADCAgree Realty CorpCOM5,654$413.1K0.6%History
INTUIntuit Inc.Stock524$412.7K0.6%History
NSANational Storage Affiliates TrustCOM SHS BEN IN12,807$409.7K0.6%History
SPGSimon Property Group Inc.REIT2,507$403.0K0.6%History
CSCOCisco Systems, Inc.Stock5,733$397.8K0.6%History
DTEDte Energy CoCOM2,928$387.8K0.6%History
RGLDRoyal Gold IncStock2,135$379.7K0.5%History
NMFCNew Mountain Finance CorpCOM35,877$378.5K0.5%History
CPACopa Holdings, S.A.CL A3,427$376.9K0.5%History
TRINTrinity Capital Inc.COM26,488$372.7K0.5%History
SAICScience Applications International CorpCOM3,200$360.4K0.5%History
KMXCarMax IncCOM5,303$356.4K0.5%History
CROXCrocs, Inc.COM3,514$355.9K0.5%History
CRMSalesforce, Inc.Stock1,305$355.9K0.5%History
MUMicron Technology IncStock2,885$355.6K0.5%History
JCIJohnson Controls International plcStock3,340$352.8K0.5%History
DOLEDole plcORD SHS25,215$352.8K0.5%History
RRXRegal Rexnord CorpCOM2,404$348.5K0.5%History
EPRTEssential Properties Realty Trust, Inc.COM10,860$346.5K0.5%History
EHCEncompass Health CorpCOM2,810$344.6K0.5%History
ALSNAllison Transmission Holdings IncStock3,615$343.4K0.5%History
SSBSouthState Bank CorpCOM3,726$342.9K0.5%History
INVHInvitation Homes Inc.COM10,444$342.6K0.5%History
BOXBox IncCL A10,005$341.9K0.5%History
BNLBroadstone Net Lease, Inc.COM21,165$339.7K0.5%History
CINFCincinnati Financial CorpCOM2,273$338.5K0.5%History
DISWalt Disney CoStock2,719$337.2K0.5%History
PNWPinnacle West Capital CorpCOM3,725$333.3K0.5%History
ZTSZoetis Inc.Stock2,099$327.3K0.5%History
LPGDorian LPG Ltd.SHS USD13,426$327.3K0.5%History
GEGeneral Electric CoStock1,254$322.8K0.5%History
ONBOld National BancorpStock15,008$320.3K0.5%History
LOPEGrand Canyon Education, Inc.COM1,693$320.0K0.5%History
CXWCoreCivic, Inc.COM15,178$319.8K0.5%History
SAROStandardAero, Inc.COM10,083$319.1K0.5%History
DELLDell Technologies Inc.Stock2,578$316.1K0.5%History
ESTCElastic N.V.ORD SHS3,737$315.1K0.5%History
GRNDGrindr Inc.COM13,609$308.9K0.4%History
STESTERIS plcSHS USD1,283$308.2K0.4%History
BKNGBooking Holdings Inc.Stock52$301.0K0.4%History
HUBSHubSpot IncCOM535$297.8K0.4%History
XPXP Inc.CL A14,437$291.6K0.4%History
WSTWest Pharmaceutical Services IncCOM1,332$291.4K0.4%History
GEFGreif, IncCL A4,482$291.3K0.4%History
ANAutonation, Inc.COM1,462$290.4K0.4%History
WSMWilliams Sonoma IncCOM1,749$285.7K0.4%History
DCIDonaldson Co IncStock4,100$284.3K0.4%History
PRMBPrimo Brands CorpCLASS A COM SHS9,422$279.1K0.4%History
SEESealed Air CorpCOM8,928$277.0K0.4%History
CARGCarGurus, Inc.COM CL A8,214$274.9K0.4%History
VRRMVerra Mobility CorpCL A COM STK10,820$274.7K0.4%History
ITTItt Inc.COM1,747$274.0K0.4%History
PLTRPalantir Technologies Inc.Stock1,988$271.0K0.4%History
CNSCohen & Steers, Inc.COM3,586$270.2K0.4%History
AMAntero Midstream CorpStock14,192$268.9K0.4%History
TMUST-Mobile US, Inc.Stock1,122$267.3K0.4%History
NJRNew Jersey Resources CorpStock5,922$265.4K0.4%History
ELMEElme CommunitiesSH BEN INT16,664$265.0K0.4%History
GSLGlobal Ship Lease, Inc.COM CL A10,055$264.5K0.4%History
KLACKLA CorpCOM NEW295$264.2K0.4%History
SIGSignet Jewelers LtdSHS3,307$263.1K0.4%History
TTTrane Technologies plcSHS601$262.9K0.4%History
ROGRogers CorpCOM3,822$261.7K0.4%History
XYLXylem Inc.COM2,016$260.8K0.4%History
MHOM/I Homes, Inc.COM2,324$260.6K0.4%History
IPIIntrepid Potash, Inc.COM7,286$260.3K0.4%History
EBAYeBay IncCOM3,486$259.6K0.4%History
INTAIntapp, Inc.COM5,025$259.4K0.4%History
ORIOld Republic International CorpCOM6,689$257.1K0.4%History
EIXEdison InternationalStock4,960$255.9K0.4%History
GLPIGaming & Leisure Properties, Inc.COM5,447$254.3K0.4%History
WIXWix.com Ltd.SHS1,604$254.2K0.4%History
MKTXMarketaxess Holdings IncCOM1,135$253.5K0.4%History
GFSGLOBALFOUNDRIES Inc.Stock6,623$253.0K0.4%History
AMCRAmcor plcORD27,398$251.8K0.4%History
AERAerCap Holdings N.V.SHS2,146$251.1K0.4%History
WABWestinghouse Air Brake Technologies CorpStock1,195$250.2K0.4%History
ASAmer Sports, Inc.COM SHS6,443$249.7K0.4%History
CSWCCapital Southwest CorpCOM11,249$247.9K0.4%History
YUMYum Brands IncStock1,673$247.9K0.4%History
LNWOLight & Wonder, Inc.COM2,571$247.5K0.4%History
RSGRepublic Services, Inc.COM1,003$247.3K0.4%History
WMWaste Management IncStock1,077$246.4K0.4%History
SWSmurfit Westrock plcStock5,690$245.5K0.4%History
PCGPG&E CorpStock17,517$244.2K0.4%History
WTRGEssential Utilities, Inc.COM6,535$242.7K0.3%History