LGM
GUTS icon

Logos Global Management’s Fractyl Health GUTS Stock Holding History

Logos Global Management’s Portfolio GUTS Stock Details GUTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$458K Sell
1,000,000
-100,000
-9% -$92.2K 0.02% 66
2025
Q4 		$2.42M Buy
1,100,000
+600,000
+120% +$966K 0.15% 62
2025
Q3 		$795K Buy
+500,000
New +$649K 0.07% 58

Other funds holding GUTS

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
PFCS
Pale Fire Capital SE Prague, Czech Republic $1.14B AUM 42.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Catalio Capital Management New York $479M AUM 140.7% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Logos Global Management's GUTS Position: Q1 2026 in Review

Logos Global Management reduced its Fractyl Health (GUTS) stake by 9.1% in Q1 2026, selling an estimated $92.2K and leaving 1,000,000 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #66.

Logos Global Management first reported a position in GUTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2025. 83 funds tracked by Wall St. Rank hold GUTS as of Q1 2026.

  • Logos Global Management held 1,000,000 shares of Fractyl Health worth $458K as of Q1 2026.
  • Logos Global Management sold 100,000 Fractyl Health shares in Q1 2026, an estimated $92.2K.
  • Fractyl Health made up 0.02% of Logos Global Management's portfolio in Q1 2026, its #66 holding.
  • Logos Global Management first reported a position in Fractyl Health in Q3 2025 and has held it in 3 quarters since.
  • Logos Global Management's Fractyl Health position peaked at $2.42M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Fractyl Health as of Q1 2026.

Based on Logos Global Management's 13F filing for Q1 2026, filed 15 May 2026.