Kalehua Capital Management LLC — 13F holdings

Kalehua Capital Management LLC reported 23 holdings worth $140M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MANE VERADERMICS INC — $17.9M (12.8%)
2. XFOR X4 PHARMACEUTICALS INC — $17.4M (12.5%)
3. CMPS COMPASS PATHWAYS PLC — $11.6M (8.3%)
4. SRZN SURROZEN INC — $10.00M (7.2%)
5. ACRS ACLARIS THERAPEUTICS INC — $9.69M (6.9%)
6. SION SIONNA THERAPEUTICS INC — $8.67M (6.2%)
7. IKT INHIBIKASE THERAPEUTICS INC — $7.76M (5.6%)
8. PHVS PHARVARIS N V — $6.87M (4.9%)
9. KPTI KARYOPHARM THERAPEUTICS INC — $6.70M (4.8%)
10. SEPN SEPTERNA INC — $6.52M (4.7%)