AH Capital Management L L C's Q1 2026 13F: 4 new positions, 1 exit
Form 13F-HR for the quarter ended Mar 31, 2026 · filed May 15, 2026 · 16 reported positions · accession 0001540358-26-000006
What changed this quarter
| Activity | Security | Weight before | Weight now | Change | Shares | Shares % |
|---|---|---|---|---|---|---|
| New | DAMORA THERAPEUTICS INC (GLTO) | — | 2.5% | +2.5 pts | +1.24M sh | new |
| Reduced | OMADA HEALTH INC (OMDA) | 3.5% | 2.2% | −1.2 pts | −1.15M sh | −33% |
| Increased | NAVAN INC (NAVN) | 29.4% | 28.9% | −0.5 pts | +1.02M sh | +4% |
| New | AKTIS ONCOLOGY INC (AKTS) | — | 0.6% | +0.6 pts | +415K sh | new |
| New | BITGO HOLDINGS INC (BTGO) | — | 0.4% | +0.4 pts | +666K sh | new |
| Reduced | FIGMA INC (FIG) | 38.4% | 26.2% | −12.2 pts | −235K sh | −1% |
| Exited | HERITAGE COMM CORP (HTBK) | 0.0% | — | 0.0 pts | −82,740 sh | −100% |
| New | IP STRATEGY HOLDINGS INC (IPST) | — | 0.0% | 0.0 pts | +82,740 sh | new |
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 96.0% of the equity book
Changes in the top 10 this quarter: ERAS entered · GLTO entered · OMDA left · CAMP left
| # | Security | Weight before | Weight now | |
|---|---|---|---|---|
| 1 | NAVAN INC (NAVN) | 29.4% | 28.9% | |
| 2 | FIGMA INC (FIG) | 38.4% | 26.2% | |
| 3 | META PLATFORMS INC (META) | 8.9% | 9.4% | |
| 4 | REVOLUTION MEDICINES INC (RVMD) | 4.6% | 6.9% | |
| 5 | NAUTILUS BIOTECHNOLOGY INC (NAUT) | 2.2% | 5.3% | |
| 6 | BLOCK INC (XYZ) | 4.2% | 4.7% | |
| 7 | BIOAGE LABS INC (BIOA) | 2.8% | 4.4% | |
| 8 | MAZE THERAPEUTICS INC (MAZE) | 4.5% | 3.9% | |
| 9 | ERASCA INC (ERAS) | 0.7% | 3.6% | Entered the top 10 |
| 10 | DAMORA THERAPEUTICS INC (GLTO) | 0.0% | 2.5% | Entered the top 10 |
| — | OMADA HEALTH INC (OMDA) | 3.5% | 2.2% | Left the top 10 |
| — | CAMP4 THERAPEUTICS CORP (CAMP) | 0.8% | 0.7% | Left the top 10 |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).