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11.2 Capital Management, LLC

13F filer · CIK 0002072160
Reported Aug 13, 2026
Net seller this quarter
13F portfolio value$205MU.S. long equity reported on 13F
Positions10 new · 0 closed
Net flow last quarter-$103MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 13, 20261 positions
HNGEHinge Health, Inc.$205M100.00%15.05%-33.5%Q4 2025
Q1 2026Reported Apr 29, 20261 positions
HNGEHinge Health, Inc.$143M100.00%22.62%Not reportedQ4 2025
Q4 2025Reported Feb 13, 20261 positions
HNGEHinge Health, Inc.$172M100.00%22.62%NewQ4 2025
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