M28 Capital Management LP

Position in GUTS — Fractyl Health, Inc.

CIK 1807489 STAMFORD, CT

Position in GUTS

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$850,101

-$3,233,356 QoQ

Shares Held

1,856,117

0.0% QoQ

Ownership

1.17%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

M28 Capital Management LP holds $53,800,170 across 9 Biotechnology names. GUTS ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WVE	Wave Life Sciences Ltd.	4,588,284	$33,265,059
2	IVVD	Invivyd, Inc.	9,248,250	$12,022,725
3	TGTX	Tg Therapeutics, Inc.	88,354	$2,935,119
4	ARWR	Arrowhead Pharmaceuticals, Inc.	36,851	$2,310,557
5	PRQR	ProQR Therapeutics N.V.	599,793	$971,664
6	GUTS	Fractyl Health, Inc. This page	1,856,117	$850,101
7	RCKT	Rocket Pharmaceuticals, Inc.	210,871	$754,918
8	SLN	Silence Therapeutics plc	101,203	$533,339

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$850,101	1,856,117	0.0%	Shares	Sole	2026-05-14
2025-12-31	$4,083,457	1,856,117	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,951,226	1,856,117	0.0%	Shares	Sole	2025-11-13
2025-06-30	$3,006,909	1,856,117	0.0%	Shares	Sole	2025-08-13
2025-03-31	$2,208,779	1,856,117	0.0%	Shares	Sole	2025-05-14
2024-12-31	$3,823,601	1,856,117	0.0%	Shares	Sole	2025-02-13
2024-09-30	$4,695,976	1,856,117	0.0%	Shares	Sole	2024-11-12
2024-06-30	$7,925,619	1,856,117	0.0%	Shares	Sole	2024-08-13
2024-03-31	$13,735,265	1,856,117	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.