Kalehua Capital Management LLC
Net buyer this quarter
$313M
25
+$50.9M
65.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MANE | $35.8M | 11.43% | 0.70% | +17.2% | Q1 2026 |
 XFOR | $34.8M | 11.09% | 7.75% | Not reported | Q4 2025 |
 CMPS | $23.2M | 7.40% | 1.21% | Not reported | Q4 2025 |
 SRZN | $20M | 6.38% | 6.55% | Not reported | Q4 2025 |
 ACRS | $19.4M | 6.18% | 2.62% | +15.6% | Q1 2026 |
 SION | $17.3M | 5.53% | 0.87% | Not reported | Q4 2025 |
 IKT | $15.5M | 4.95% | 5.79% | +17.7% | Q4 2025 |
 PHVS | $13.7M | 4.39% | 0.61% | Not reported | Q4 2025 |
 KPTI | $13.4M | 4.27% | 6.05% | New | Q2 2026 |
 SEPN | $13M | 4.16% | 0.85% | Not reported | Q4 2025 |
 IFRX | $13M | 4.14% | 8.02% | New | Q2 2026 |
| CYCN | $11.2M | 3.57% | 77.60% | New | Q2 2026 |
 QURE | $7.31M | 2.33% | 0.23% | -68.4% | Q1 2026 |
 LONA | $7.24M | 2.31% | 8.36% | Not reported | Q4 2025 |
 DMRA | $7.23M | 2.31% | 0.45% | Not reported | Q1 2026 |
 MLTX | $6.84M | 2.18% | 0.48% | Not reported | Q4 2025 |
 KRRO | $5.34M | 1.70% | 2.75% | +270.3% | Q1 2026 |
 TYRA | $4.76M | 1.52% | 0.25% | Not reported | Q4 2025 |
 NVCT | $3.68M | 1.17% | 0.75% | New | Q2 2026 |
 GOSS | $3.67M | 1.17% | 4.56% | +25.9% | Q1 2026 |
 MIST | $3.4M | 1.09% | 2.04% | New | Q2 2026 |
 ANL | $2.6M | 0.83% | Not reported | New | Q2 2026 |
 ATYR | $2.13M | 0.68% | 3.65% | New | Q2 2026 |
 TIL | $1.53M | 0.49% | 2.94% | -38.3% | Q1 2026 |
 TCRX | $892K | 0.28% | 3.79% | New | Q2 2026 |
| Q1 2026 | |||||
| XFOR | $30.8M | 11.83% | 7.89% | +100.0% | Q4 2025 |
| SRZN | $22.4M | 8.63% | 6.70% | +100.0% | Q4 2025 |
 RLAY | $17.9M | 6.90% | 0.95% | +100.0% | Q4 2025 |
| SION | $15.8M | 6.08% | 0.87% | +100.0% | Q4 2025 |
| MANE | $15.7M | 6.04% | 0.67% | New | Q1 2026 |
| ACRS | $11.9M | 4.57% | 2.27% | New | Q1 2026 |
 ORKA | $11.6M | 4.47% | 0.47% | +100.0% | Q4 2025 |
| PHVS | $11.2M | 4.32% | 0.61% | +100.0% | Q4 2025 |
| IKT | $10.9M | 4.20% | 4.92% | +271.1% | Q4 2025 |
| SEPN | $9.35M | 3.60% | 0.87% | +100.0% | Q4 2025 |
| CMPS | $9.07M | 3.49% | 1.22% | +100.0% | Q4 2025 |
| QURE | $8.22M | 3.16% | 0.80% | New | Q1 2026 |
| LONA | $8.09M | 3.11% | 8.38% | +100.0% | Q4 2025 |
| DMRA | $7.2M | 2.77% | 0.46% | New | Q1 2026 |
| MLTX | $6.55M | 2.52% | 0.67% | +100.0% | Q4 2025 |
| GOSS | $5.82M | 2.24% | 7.55% | New | Q1 2026 |
| TYRA | $5.7M | 2.19% | 0.25% | +100.0% | Q4 2025 |
 PEPG | $3.06M | 1.18% | 2.50% | New | Q1 2026 |
 TNYA | $2.77M | 1.07% | 1.84% | +100.0% | Q4 2025 |
| TIL | $2.66M | 1.02% | 4.76% | New | Q1 2026 |
 KLRS | $1.56M | 0.60% | 1.18% | +93.8% | Q4 2025 |
| KRRO | $1.24M | 0.48% | 0.76% | New | Q1 2026 |
 DMAC | $846K | 0.33% | 0.23% | +31.1% | Q4 2025 |
 LOOP | $361K | 0.14% | 0.72% | New | Q1 2026 |
| Q4 2025 | |||||
| XFOR | $14.9M | 14.73% | 4.10% | New | Q4 2025 |
| SION | $8.11M | 8.02% | 0.44% | New | Q4 2025 |
| RLAY | $7.63M | 7.54% | 0.52% | New | Q4 2025 |
| CMPS | $5.66M | 5.59% | 0.85% | New | Q4 2025 |
| PHVS | $5.52M | 5.46% | 0.30% | New | Q4 2025 |
| SEPN | $5.42M | 5.36% | 0.43% | New | Q4 2025 |
| ORKA | $3.59M | 3.55% | 0.24% | New | Q4 2025 |
| IKT | $3.59M | 3.55% | 1.33% | New | Q4 2025 |
 ALLO | $3.49M | 3.45% | 1.11% | New | Q4 2025 |
| LONA | $2.98M | 2.95% | 4.22% | New | Q4 2025 |
| MLTX | $2.32M | 2.29% | 0.33% | New | Q4 2025 |
 ORIC | $2.18M | 2.16% | 0.27% | New | Q4 2025 |
 VRCA | $1.96M | 1.94% | 1.37% | New | Q4 2025 |
| TYRA | $1.96M | 1.94% | 0.14% | New | Q4 2025 |
| SRZN | $1.89M | 1.87% | 3.94% | New | Q4 2025 |
| TNYA | $1.42M | 1.41% | 0.92% | New | Q4 2025 |
| KLRS | $1.18M | 1.17% | 0.61% | New | Q4 2025 |
| DMAC | $759K | 0.75% | 0.18% | New | Q4 2025 |