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Livermore
Livermore
ZHEN

PharVision Advisers, LLC

SEC CIK
0001898824
Latest filing
Aug 11, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
667
+13 vs. Q3 2025
Portfolio value
$197.5M
+$19.8M (+11.1%) vs. Q3 2025
Filed
Feb 17, 2026
SEC
Holdings of PharVision Advisers, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
EXLSExlService Holdings, Inc.COM19,549$829.7K0.4%+1,825+10.3%AddedHistory
DKDelek US Holdings, Inc.COM24,407$723.9K0.4%+24,407NewHistory
FVRRFiverr International Ltd.ORD SHS35,626$704.0K0.4%+18,338+106.1%AddedHistory
ASANAsana, Inc.CL A49,191$674.4K0.3%+32,877+201.5%AddedHistory
AVGOBroadcom Inc.Stock1,932$668.7K0.3%+1,932NewHistory
ITRIItron, Inc.COM7,172$666.0K0.3%+4,537+172.2%AddedHistory
EATBrinker International, IncStock4,520$648.7K0.3%+902+24.9%AddedHistory
HLFHerbalife Ltd.COM SHS49,915$643.4K0.3%−7,405−12.9%ReducedHistory
NVDANVIDIA CorpStock3,385$631.3K0.3%+1,155+51.8%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A88,022$630.2K0.3%+15,798+21.9%AddedHistory
LVSLas Vegas Sands CorpCOM9,682$630.2K0.3%+2,920+43.2%AddedHistory
VICIVici Properties Inc.COM22,362$628.8K0.3%+7,212+47.6%AddedHistory
CENXCentury Aluminum CoCOM16,022$627.7K0.3%+6,143+62.2%AddedHistory
AAgilent Technologies, Inc.COM4,524$615.6K0.3%+4,524NewHistory
MTNVail Resorts IncCOM4,497$597.2K0.3%+2,896+180.9%AddedHistory
BSXBoston Scientific CorpStock6,244$595.4K0.3%+766+14.0%AddedHistory
WMGWarner Music Group Corp.COM CL A19,355$593.6K0.3%+19,355NewHistory
WMTWalmart Inc.Stock5,150$573.8K0.3%+3,180+161.4%AddedHistory
RUNSunrun Inc.COM31,102$572.3K0.3%+11,403+57.9%AddedHistory
BTUPeabody Energy CorpCOM19,229$571.1K0.3%+19,229NewHistory
GDGeneral Dynamics CorpStock1,680$565.6K0.3%+1,680NewHistory
NIONIO Inc.ADR110,544$563.8K0.3%+90,212+443.7%AddedHistory
REALTheRealReal, Inc.COM35,668$562.8K0.3%+35,668NewHistory
AWIArmstrong World Industries IncCOM2,833$541.4K0.3%+2,833NewHistory
ECHOEchoStar CORPCL A4,970$540.2K0.3%+4,970NewHistory
HTZHertz Global Holdings, IncCOM NEW104,972$539.6K0.3%+104,972NewHistory
PLPlanet Labs PBCCOM CL A27,048$533.4K0.3%−1,320−4.7%ReducedHistory
LITELumentum Holdings Inc.COM1,445$532.6K0.3%+1,445NewHistory
CAAPCorporacion America Airports S.A.COM20,455$531.8K0.3%−15,731−43.5%ReducedHistory
SYMSymbotic Inc.Stock8,911$530.2K0.3%+8,911NewHistory
COLDAmericold Realty TrustCOM40,714$523.6K0.3%+40,714NewHistory
TLSTelos CorpCOM102,564$523.1K0.3%+102,564NewHistory
PLABPhotronics IncCOM16,280$521.0K0.3%+16,280NewHistory
BRZEBraze, Inc.Stock15,150$519.5K0.3%+6,286+70.9%AddedHistory
SPHRSphere Entertainment Co.CL A5,438$517.0K0.3%+5,438NewHistory
EXTRExtreme Networks IncCOM31,012$516.4K0.3%+16,567+114.7%AddedHistory
PGYPagaya Technologies Ltd.CL A NEW24,617$514.5K0.3%+24,617NewHistory
WKWorkiva IncCOM CL A5,892$508.2K0.3%+5,892NewHistory
WPMWheaton Precious Metals Corp.COM4,318$507.5K0.3%+4,318NewHistory
HOLXHologic IncCOM6,803$506.8K0.3%+3,539+108.4%AddedHistory
NRIMNorthrim Bancorp IncCOM18,884$502.5K0.3%+18,884NewHistory
LYFTLyft, Inc.CL A COM25,934$502.3K0.3%+25,934NewHistory
GCMGGCM Grosvenor Inc.COM CL A44,256$501.0K0.3%+8,071+22.3%AddedHistory
CAHCardinal Health IncStock2,367$486.4K0.2%+868+57.9%AddedHistory
NBRNabors Industries LtdSHS8,948$485.9K0.2%+8,948NewHistory
DCHDauch CorpCOM75,794$485.8K0.2%+23,727+45.6%AddedHistory
VRSNVerisign IncCOM1,998$485.4K0.2%+1,234+161.5%AddedHistory
PRGPROG Holdings, Inc.Stock16,380$483.0K0.2%+16,380NewHistory
SYKStryker CorpStock1,369$481.2K0.2%+1,369NewHistory
MLCOMelco Resorts & Entertainment LTDADR62,676$474.5K0.2%+18,381+41.5%AddedHistory
ORRFOrrstown Financial Services IncCOM13,385$474.1K0.2%+5,869+78.1%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM813$473.4K0.2%+231+39.7%AddedHistory
SGHCSuper Group (SGHC) LtdORD SHS39,598$473.2K0.2%+27,568+229.2%AddedHistory
OIO-I Glass, Inc.COM31,871$470.4K0.2%+31,871NewHistory
FNFabrinetSHS1,023$465.8K0.2%+1,023NewHistory
GFFGriffon CorpCOM6,307$464.5K0.2%+6,307NewHistory
LTMLatam Airlines Group S.A.SPONSORED ADR8,589$463.9K0.2%+8,589NewHistory
IMAXImax CorpCOM12,510$462.4K0.2%+12,510NewHistory
ABBVAbbVie Inc.Stock2,019$461.3K0.2%+947+88.3%AddedHistory
CSTMConstellium SECL A SHS24,466$461.2K0.2%−9,427−27.8%ReducedHistory
SONOSonos IncCOM26,192$459.9K0.2%+5,663+27.6%AddedHistory
COSTCostco Wholesale CorpStock533$459.6K0.2%+137+34.6%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR38,680$458.4K0.2%+38,680NewHistory
ATROAstronics CorpCOM8,409$456.1K0.2%+8,409NewHistory
OGSONE Gas, Inc.COM5,901$455.9K0.2%+5,901NewHistory
ULCCFrontier Group Holdings, Inc.COM96,681$455.4K0.2%+96,681NewHistory
WWayfair Inc.CL A4,524$454.3K0.2%−5,303−54.0%ReducedHistory
STXSeagate Technology Holdings plcORD SHS1,648$453.8K0.2%+1,648NewHistory
TACTransalta CorpCOM35,899$453.8K0.2%+35,899NewHistory
TAPMolson Coors Beverage CoCL B9,699$452.7K0.2%+9,699NewHistory
DBIDesigner Brands Inc.CL A60,091$446.5K0.2%+8,069+15.5%AddedHistory
UWMCUWM Holdings CorpCOM CL A101,932$446.5K0.2%+101,932NewHistory
VVVValvoline IncCOM15,360$446.4K0.2%+15,360NewHistory
PAYSPaysign, Inc.COM86,588$445.9K0.2%+34,607+66.6%AddedHistory
VLTOVeralto CorpStock4,461$445.1K0.2%+4,461NewHistory
NNNNNN REIT, Inc.REIT11,199$443.8K0.2%+11,199NewHistory
KMBKimberly Clark CorpStock4,389$442.8K0.2%+4,389NewHistory
NVCRNovoCure LtdORD SHS34,227$442.6K0.2%+34,227NewHistory
MAGNMagnera CorpCOM SHS29,209$442.2K0.2%+29,209NewHistory
MANUManchester United plcORD CL A27,774$442.2K0.2%+27,774NewHistory
HAPNHappen, Inc.COM NEW23,309$441.5K0.2%+5,704+32.4%AddedHistory
TPCTutor Perini CorpCOM6,585$441.3K0.2%+6,585NewHistory
MAXMediaAlpha, Inc.CL A34,034$440.7K0.2%+9,554+39.0%AddedHistory
DOOBRP Inc.COM SUN VTG6,216$439.8K0.2%−1,266−16.9%ReducedHistory
MPMP Materials Corp.COM CL A8,706$439.8K0.2%+5,642+184.1%AddedHistory
POOLPool CorpCOM1,914$437.8K0.2%+1,914NewHistory
POETPoet Technologies Inc.COM NEW69,072$437.2K0.2%+69,072NewHistory
RBRKRubrik, Inc.Stock5,682$434.6K0.2%+1,870+49.1%AddedHistory
SPOTSpotify Technology S.A.Stock747$433.8K0.2%+747NewHistory
DRSLeonardo DRS, Inc.Stock12,693$432.7K0.2%+12,693NewHistory
BRXBrixmor Property Group Inc.COM16,411$430.3K0.2%+16,411NewHistory
LAURLaureate Education, Inc.COMMON STOCK12,775$430.1K0.2%+12,775NewHistory
TNDMTandem Diabetes Care IncCOM NEW19,554$429.8K0.2%−2,714−12.2%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG38,047$428.8K0.2%+18,089+90.6%AddedHistory
FIXComfort Systems USA IncCOM457$426.5K0.2%+156+51.8%AddedHistory
DVADavita Inc.COM3,744$425.4K0.2%+2,187+140.5%AddedHistory
HPQHP IncStock19,024$423.9K0.2%+19,024NewHistory
MNDYmonday.com Ltd.SHS2,871$423.6K0.2%+2,871NewHistory
INFUInfuSystem Holdings, IncCOM46,916$420.8K0.2%+46,916NewHistory
SYYSysco CorpStock5,695$419.7K0.2%+5,695NewHistory

Sold out since Q3 2025 (396)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 396 by value last quarter.

Positions of PharVision Advisers, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
ARRYArray Technologies, Inc.COM SHS89,560$729.9K0.4%History
VRTVertiv Holdings CoCOM CL A4,238$639.3K0.4%History
ZVRAZevra Therapeutics, Inc.COM NEW66,733$634.6K0.4%History
BOWBowhead Specialty Holdings Inc.COM SHS22,482$607.9K0.3%History
RIGLRigel Pharmaceuticals IncCOM20,522$581.4K0.3%History
MASIMasimo CorpCOM3,909$576.8K0.3%History
IIINInsteel Industries IncCOM14,157$542.8K0.3%History
AITApplied Industrial Technologies IncCOM1,992$520.0K0.3%History
APLSApellis Pharmaceuticals, Inc.COM22,291$504.4K0.3%History
OZKBank OZKCOM9,486$483.6K0.3%History
SEDGSolaredge Technologies, Inc.COM13,055$483.0K0.3%History
PARRPar Pacific Holdings, Inc.COM NEW13,279$470.3K0.3%History
FTITechnipFMC plcCOM11,483$453.0K0.3%History
ABNBAirbnb, Inc.Stock3,681$446.9K0.3%History
ULUnilever PLCSPON ADR NEW7,416$439.6K0.2%History
SNDRSchneider National, Inc.CL B20,716$438.4K0.2%History
ACHRArcher Aviation Inc.Stock45,268$433.7K0.2%History
TMDXTransMedics Group, Inc.COM3,841$431.0K0.2%History
ENTAEnanta Pharmaceuticals IncCOM35,846$429.1K0.2%History
OMCOmnicom Group Inc.COM5,232$426.6K0.2%History
APAMArtisan Partners Asset Management Inc.CL A9,802$425.4K0.2%History
HEI.AHeico CorpCL A1,674$425.3K0.2%History
NBHCNational Bank Holdings CorpCL A10,949$423.1K0.2%History
BYRNByrna Technologies Inc.COM NEW18,913$419.1K0.2%History
JBLJabil IncStock1,924$417.8K0.2%History
DPZDominos Pizza IncCOM966$417.0K0.2%History
FCFranklin Covey CoCOM21,197$411.4K0.2%History
BATRAAtlanta Braves Holdings, Inc.COM SER A9,024$410.3K0.2%History
LUNRIntuitive Machines, Inc.CLASS A COM38,533$405.4K0.2%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,428$398.8K0.2%History
VREXVarex Imaging CorpCOM32,142$398.6K0.2%History
SMBCSouthern Missouri Bancorp, Inc.COM7,548$396.7K0.2%History
MOSMosaic CoCOM11,390$395.0K0.2%History
KRTKarat Packaging Inc.COM15,618$393.7K0.2%History
GRBKGreen Brick Partners, Inc.COM5,320$392.9K0.2%History
DVDoubleVerify Holdings, Inc.COM32,733$392.1K0.2%History
RNGRingCentral, Inc.CL A13,738$389.3K0.2%History
PCTYPaylocity Holding CorpCOM2,441$388.8K0.2%History
CNKCinemark Holdings, Inc.COM13,837$387.7K0.2%History
TROWPrice T Rowe Group IncStock3,757$385.6K0.2%History
MANHManhattan Associates IncStock1,863$381.9K0.2%History
HUYAHUYA Inc.ADS REP SHS A113,899$379.3K0.2%History
HQYHealthequity, Inc.COM3,997$378.8K0.2%History
TCBITexas Capital Bancshares IncCOM4,470$377.8K0.2%History
FLNCFluence Energy, Inc.COM CL A34,897$376.9K0.2%History
NXENexGen Energy Ltd.COM41,870$374.7K0.2%History
XRAYDentsply Sirona Inc.Stock29,526$374.7K0.2%History
CMCanadian Imperial Bank of CommerceCOM4,678$373.7K0.2%History
AMHAmerican Homes 4 RentCL A11,239$373.7K0.2%History
NTRNutrien Ltd.COM6,345$372.5K0.2%History
PRIPrimerica, Inc.Stock1,338$371.4K0.2%History
BKEBuckle IncCOM6,292$369.1K0.2%History
DOMOHuckleberry.ai, Inc.Stock23,127$366.3K0.2%History
REVGREV Group, Inc.COM6,437$364.8K0.2%History
MZTIMarzetti CoCOM2,111$364.8K0.2%History
PHATPhathom Pharmaceuticals, Inc.COM30,968$364.5K0.2%History
FTDRFrontdoor, Inc.COM5,400$363.4K0.2%History
EDConsolidated Edison IncStock3,609$362.8K0.2%History
NYTNew York Times CoCL A6,294$361.3K0.2%History
TSNTyson Foods, Inc.Stock6,652$361.2K0.2%History
TMOThermo Fisher Scientific Inc.Stock744$360.9K0.2%History
RYAAYRyanair Holdings PLCSPONSORED ADR5,976$359.9K0.2%History
TOSTToast, Inc.Stock9,833$359.0K0.2%History
HOGHarley-Davidson, Inc.COM12,858$358.7K0.2%History
MBLYMobileye Global Inc.Stock25,378$358.3K0.2%History
SRPTSarepta Therapeutics, Inc.COM18,523$356.9K0.2%History
LMATLemaitre Vascular IncCOM4,053$354.7K0.2%History
ASBAssociated Banc-CorpCOM13,755$353.6K0.2%History
MCDMcDonalds CorpStock1,160$352.5K0.2%History
MAMastercard IncStock618$351.5K0.2%History
ADNTAdient plcStock14,556$350.5K0.2%History
TXTTextron IncCOM4,121$348.2K0.2%History
BATRKAtlanta Braves Holdings, Inc.COM SER C8,360$347.7K0.2%History
GRFSGrifols SASP ADR REP B NVT34,831$346.9K0.2%History
TXNTexas Instruments IncStock1,878$345.0K0.2%History
AMBAAmbarella IncSHS4,153$342.7K0.2%History
HRBH&R Block IncCOM6,775$342.6K0.2%History
SONSonoco Products CoCOM7,944$342.3K0.2%History
ZMZoom Communications, Inc.Stock4,144$341.9K0.2%History
GCOGenesco IncCOM11,713$339.6K0.2%History
GBXGreenbrier Companies IncStock7,321$338.0K0.2%History
CLColgate Palmolive CoStock4,205$336.1K0.2%History
TMETencent Music Entertainment GroupSPON ADS14,396$336.0K0.2%History
NXTNextpower Inc.Stock4,538$335.8K0.2%History
LYTSLsi Industries IncCOM14,220$335.7K0.2%History
CMCLCaledonia Mining Corp PlcSHS NEW9,217$333.7K0.2%History
HLIOHelios Technologies, Inc.COM6,370$332.1K0.2%History
RYNRayonier IncCOM12,505$331.9K0.2%History
PAYOPayoneer Global Inc.COM54,830$331.7K0.2%History
PLTKPlaytika Holding Corp.COM85,073$330.9K0.2%History
ENPHEnphase Energy, Inc.Stock9,287$328.7K0.2%History
PAYCPaycom Software, Inc.Stock1,573$327.4K0.2%History
CMGChipotle Mexican Grill IncCOM8,319$326.0K0.2%History
LNCLincoln National CorpCOM8,079$325.8K0.2%History
BABoeing CoStock1,509$325.7K0.2%History
NKENIKE, Inc.Stock4,662$325.1K0.2%History
PDSPrecision Drilling CorpCOM NEW5,762$324.7K0.2%History
AONAon plcCL A901$321.3K0.2%History
CSVCarriage Services IncCOM7,208$321.0K0.2%History
JOBYJoby Aviation, Inc.COMMON STOCK19,856$320.5K0.2%History