Kalehua Capital Management LLC
DALLAS TX · SEC CIK 0002106181
$3.13亿2026Q2 申报市值
26持仓数
70.1%前十大占比 · 第一大 11.4%
8 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KPTI 新建仓+$1,339.75万
IFRX 新建仓+$1,298.20万
Cyclerion Therap 新建仓+$1,119.62万
MANE 加仓+$526.38万
KRRO 加仓+$389.69万
2026Q2 卖出最多 按季末市值估算
RLAY 清仓-$1,793.90万
QURE 减仓-$1,584.45万
BOXX 减仓-$1,293.99万
ORKA 清仓-$1,162.72万
PepGen Inc 清仓-$306.20万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MANE | Veradermics Inc | $3,582.35万 | 11.43% | 291,390 | 42,816 | 17.2% | $526.38万 | 加仓 |
| XFOR | X4 Pharmaceuticals Inc | $3,477.13万 | 11.09% | 7,445,680 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $2,648.44万 | 8.45% | 226,188 | -110,512 | -32.8% | -$1,293.99万 | 减仓 |
| CMPS | Compass Pathways Plc | $2,319.73万 | 7.40% | 1,639,384 | 0 | 0.0% | — | 不变 |
| SRZN | Surrozen Inc | $1,999.07万 | 6.38% | 770,356 | 0 | 0.0% | — | 不变 |
| ACRS | Aclaris Therapeutics Inc | $1,938.64万 | 6.18% | 3,664,730 | 494,809 | 15.6% | $261.75万 | 加仓 |
| SION | Sionna Therapeutics Inc | $1,733.84万 | 5.53% | 394,144 | 0 | 0.0% | — | 不变 |
| IKT | Inhibikase Therapeutics Inc | $1,551.69万 | 4.95% | 7,643,780 | 1,149,282 | 17.7% | $233.30万 | 加仓 |
| PHVS | Pharvaris NV | $1,374.71万 | 4.39% | 397,544 | 0 | 0.0% | — | 不变 |
| KPTI | Karyopharm Therapeutics Inc | $1,339.75万 | 4.27% | 1,371,288 | 1,371,288 | — | $1,339.75万 | 新建仓 |
| SEPN | Septerna Inc | $1,303.06万 | 4.16% | 389,088 | 0 | 0.0% | — | 不变 |
| IFRX | Inflarx Nv | $1,298.20万 | 4.14% | 5,795,538 | 5,795,538 | — | $1,298.20万 | 新建仓 |
| — | Cyclerion Therapeutics Inc | $1,119.62万 | 3.57% | 3,302,700 | 3,302,700 | — | $1,119.62万 | 新建仓 |
| QURE | Uniqure Nv | $731.50万 | 2.33% | 158,814 | -343,997 | -68.4% | -$1,584.45万 | 减仓 |
| — | LeonaBio Inc | $723.62万 | 2.31% | 787,402 | 0 | 0.0% | — | 不变 |
| DMRA | Damora Therapeutics Inc | $723.08万 | 2.31% | 278,000 | 0 | 0.0% | — | 不变 |
| MLTX | MoonLake Immunotherapeutics | $684.31万 | 2.18% | 351,468 | 0 | 0.0% | — | 不变 |
| KRRO | Korro Bio Inc | $533.84万 | 1.70% | 405,040 | 295,664 | 270.3% | $389.69万 | 加仓 |
| TYRA | Tyra Biosciences Inc | $475.68万 | 1.52% | 148,930 | 0 | 0.0% | — | 不变 |
| NVCT | Nuvectis Pharma Inc | $367.80万 | 1.17% | 200,000 | 200,000 | — | $367.80万 | 新建仓 |
| — | Gossamer Bio Inc | $367.04万 | 1.17% | 22,298,726 | 4,590,593 | 25.9% | $75.56万 | 加仓 |
| — | Milestone Pharmaceuticals Inc | $340.16万 | 1.09% | 2,538,474 | 2,538,474 | — | $340.16万 | 新建仓 |
| ANL | Adlai Nortye | $260.38万 | 0.83% | 226,415 | 226,415 | — | $260.38万 | 新建仓 |
| — | Atyr Pharma Inc | $213.44万 | 0.68% | 3,576,334 | 3,576,334 | — | $213.44万 | 新建仓 |
| — | Instil Bio Inc | $153.18万 | 0.49% | 199,200 | -123,679 | -38.3% | -$95.11万 | 减仓 |
| — | Tscan Therapeutics Inc | $89.16万 | 0.28% | 909,752 | 909,752 | — | $89.16万 | 新建仓 |
| RLAY | Relay Therapeutics Inc | $0 | 0.00% | 0 | -1,802,914 | -100.0% | -$1,793.90万 | 清仓 |
| ORKA | Oruka Therapeutics Inc | $0 | 0.00% | 0 | -237,048 | -100.0% | -$1,162.72万 | 清仓 |
| — | PepGen Inc | $0 | 0.00% | 0 | -1,729,961 | -100.0% | -$306.20万 | 清仓 |
| — | Tenaya Therapeutics Inc | $0 | 0.00% | 0 | -4,000,000 | -100.0% | -$276.96万 | 清仓 |
| — | Kalaris Therapeutics Inc | $0 | 0.00% | 0 | -271,170 | -100.0% | -$156.47万 | 清仓 |
| — | DiaMedica Therapeutics Inc | $0 | 0.00% | 0 | -124,976 | -100.0% | -$84.61万 | 清仓 |
| — | LONGEVERON INC | $0 | 0.00% | 0 | -347,539 | -100.0% | -$36.14万 | 清仓 |