Holders — by stockHoldings — by fund
Kalehua Capital Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002106181
$139.5M
disclosed book value
23
positions
12.8%
largest position share
Positions, as of 2026-06-30
top 23 of 23 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MANEVeradermics Inc | 145,695 | $17.9M | 12.8% |
| 2 | XFORX4 Pharmaceuticals Inc | 3.7M | $17.4M | 12.5% |
| 3 | CMPSCompass Pathways Plc | 819,692 | $11.6M | 8.3% |
| 4 | SRZNSurrozen Inc | 385,178 | $10.0M | 7.2% |
| 5 | ACRSAclaris Therapeutics Inc | 1.8M | $9.7M | 6.9% |
| 6 | SIONSionna Therapeutics Inc | 197,072 | $8.7M | 6.2% |
| 7 | IKTInhibikase Therapeutics Inc | 3.8M | $7.8M | 5.6% |
| 8 | PHVSPharvaris NV | 198,772 | $6.9M | 4.9% |
| 9 | KPTIKaryopharm Therapeutics Inc | 685,644 | $6.7M | 4.8% |
| 10 | SEPNSepterna Inc | 194,544 | $6.5M | 4.7% |
| 11 | IFRXInflarx Nv | 2.9M | $6.5M | 4.7% |
| 12 | CYCNCyclerion Therapeutics Inc | 1.7M | $5.6M | 4% |
| 13 | QUREUniqure Nv | 79,407 | $3.7M | 2.6% |
| 14 | LONALeonaBio Inc | 393,701 | $3.6M | 2.6% |
| 15 | DMRADamora Therapeutics Inc | 139,000 | $3.6M | 2.6% |
| 16 | MLTXMoonLake Immunotherapeutics | 175,734 | $3.4M | 2.5% |
| 17 | TYRATyra Biosciences Inc | 74,465 | $2.4M | 1.7% |
| 18 | NVCTNuvectis Pharma Inc | 100,000 | $1.8M | 1.3% |
| 19 | GOSSGossamer Bio Inc | 11.1M | $1.8M | 1.3% |
| 20 | MISTMilestone Pharmaceuticals Inc | 1.3M | $1.7M | 1.2% |
| 21 | ATYRAtyr Pharma Inc | 1.8M | $1.1M | 0.8% |
| 22 | TILInstil Bio Inc | 99,600 | $765,924 | 0.5% |
| 23 | TCRXTscan Therapeutics Inc | 454,876 | $445,824 | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.