Portfolio (Quarterly) Guide ↗

Kalehua Capital Management LLC

· CIK 0002106181

13F Portfolio $141M AUM 27 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 9 New 1 Added 3 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ALLO	Allogene Therapeutics Inc	Healthcare	2,546,129	$3.5M	3.45%	SOLD
2	ORIC	Oric Pharmaceuticals Inc	Healthcare	267,059	$2.2M	2.16%	SOLD
3	VRCA	Verrica Pharmaceuticals Inc	Healthcare	235,779	$2.0M	1.94%	SOLD

Sector Allocation

Healthcare 99.6%

Basic Materials 0.4%