SEC 13F Intelligence

M28 Capital Management LP / GUTS

M28 Capital Management LP’s Fractyl Health Inc Position

Does M28 Capital Management LP own Fractyl Health Inc (GUTS)? Yes — 1.86M shares worth $849,730 (+1.58% of its 13F portfolio) as of Q1 2026.

Position Value
$849,730
Q1 2026
Shares
1.86M
% of Portfolio
+1.58%
Quarters Held
9
currently held

Position History GUTS

Reported value by quarter
Q1 ’24: $14MQ1 ’24Q2 ’24: $8MQ3 ’24: $5MQ3 ’24Q4 ’24: $4MQ1 ’25: $2MQ1 ’25Q2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $849,730Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.86M$849,730+1.58%
Q4 20251.86M$4M+2.97%
Q3 20251.86M$3M+4.34%
Q2 20251.86M$3M+5.13%
Q1 20251.86M$2M+3.03%
Q4 20241.86M$4M+3.75%
Q3 20241.86M$5M+5.16%
Q2 20241.86M$8M+10.27%
Q1 20241.86M$14M+10.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M28 Capital Management LP’s full portfolio or all institutional holders of GUTS.