Kalehua Capital Management LLC
CIK 0002106181 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-19 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$174.0M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BOXX
EA SERIES TRUST
15.2%
MANE
Veradermics Inc
10.3%
XFOR
X4 Pharmaceuticals Inc
10.0%
CMPS
Compass Pathways Plc
6.7%
SRZN
Surrozen Inc
5.7%
ACRS
Aclaris Therapeutics Inc
5.6%
SION
Sionna Therapeutics Inc
5.0%
IKT
Inhibikase Therapeutics Inc
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.