HCC Manager LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), HCC Manager LLC reported 1 stock position worth $7.6 million. Its top holding was Fractyl Health (GUTS) at 100.0% of the portfolio. Its holdings were unchanged from Q1 2025.

Most Recent 13F
Q4 2025
Location
Chicago, IL
CIK
0001844818
Portfolio Value
$7.6M (Q2 2025)
SEC Filing
0000950123-25-007415 ↗ filed Aug 11, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $174.4M Q1 2024 Q2 2024: $174.9M Q2 2024 Q3 2024: $132.0M Q3 2024 Q4 2024: $158.4M Q4 2024 Q1 2025: $5.6M Q1 2025 Q2 2025: $7.6M $7.6M Q2 2025 Q3 2025: $7.4M Q3 2025 Q4 2025: $10.3M Q4 2025

Holdings 1 stocks · $7.6M

GUTS Fractyl Health Inc. 100.00% 4,673,871 $7.6M No change

Portfolio Sells Q1 2025 → Q2 2025

None this quarter.

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 1$10.3MGUTS
Q3 2025 1$7.4MGUTS
Q2 2025 1$7.6MGUTS
Q1 2025 1$5.6MGUTS
Q4 2024 2$158.4MNARI, GUTS
Q3 2024 2$132.0MNARI, GUTS
Q2 2024 2$174.9MNARI, GUTS
Q1 2024 2$174.4MNARI, GUTS