Silverarc Capital Management’s Fractyl Health GUTS Stock Holding History

Silverarc Capital 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 Q2	$1.3M	Sell	1,637,976 -63,649	-4%	-$45.3K	0.14%	67
2026 Q1	$779K	Sell	1,701,625 -8,138,416	-83%	-$7.5M	0.08%	69
2025 Q4	$21.6M	Sell	9,840,041 -759,959	-7%	-$1.22M	3.01%	11
2025 Q3	$16.9M	Buy	10,600,000 +10,397,410	+5,132%	+$13.5M	2.27%	14
2025 Q2	$328K	Sell	202,590 -34,858	-15%	-$56.3K	0.06%	59
2025 Q1	$283K	Buy	237,448 +60,526	+34%	+$96.6K	0.06%	67
2024 Q4	$364K	Buy	176,922 +10,256	+6%	+$23.9K	0.08%	59
2024 Q3	$422K	Hold	166,666	–	–	0.09%	66
2024 Q2	$712K	Hold	166,666	–	–	0.17%	62
2024 Q1	$1.23M	Buy	+166,666	New	+$1.4M	0.34%	57

Other funds holding GUTS

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

CCM

Catalio Capital Management New York $532M AUM 171.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PFCS

Pale Fire Capital SE Prague, Czech Republic $1.41B AUM 25.22% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Silverarc Capital Management's GUTS Position: Q2 2026 in Review

Silverarc Capital Management reduced its Fractyl Health (GUTS) stake by 3.7% in Q2 2026, selling an estimated $45.3K and leaving 1,637,976 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #67.

Silverarc Capital Management first reported a position in GUTS in Q1 2024 and has held it in 10 quarters since. The position peaked at $21.6M in Q4 2025. 77 funds tracked by Wall St. Rank hold GUTS as of Q2 2026.

Silverarc Capital Management held 1,637,976 shares of Fractyl Health worth $1.3M as of Q2 2026.
Silverarc Capital Management sold 63,649 Fractyl Health shares in Q2 2026, an estimated $45.3K.
Fractyl Health made up 0.14% of Silverarc Capital Management's portfolio in Q2 2026, its #67 holding.
Silverarc Capital Management first reported a position in Fractyl Health in Q1 2024 and has held it in 10 quarters since.
Silverarc Capital Management's Fractyl Health position peaked at $21.6M in Q4 2025.
77 funds tracked by Wall St. Rank held Fractyl Health as of Q2 2026.

Based on Silverarc Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.