StockDriftsStockDriftsTop 1 11 2 Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HNGE | HINGE HEALTH INC | 100% | 2.46M | $204.6M | -33.47%(-1.24M) | $47.77(+82.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +78.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +78.69% |
11 2 Capital Management LLC reports $204.57M in US-listed equity holdings across 1 position in its most recent 13F filing. Its largest disclosed position is HNGE (100.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +78.69% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 11 2 Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2072160). View 11 2 Capital Management LLC’s 13F filings on SEC