11.2 Capital Management
LAS VEGAS, NVfiles as 11.2 Capital Management, LLC
$205m in 1 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 0.0% of the portfolio this quarter.
Value
$205m
Stocks
1
Top 10 share
100.0%
Turnover
0.0%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Hinge HealthHNGE100.0% of the fund-33%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Hinge HealthHNGE | 100.0% | $205m | 2,464,657 | -33% |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 18.9% since 31 December 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.