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 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 $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

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Silverarc Capital Management's GUTS Position: Q1 2026 in Review

Silverarc Capital Management reduced its Fractyl Health (GUTS) stake by 83% in Q1 2026, selling an estimated $7.5M and leaving 1,701,625 shares worth $779K. The position accounts for 0.08% of the portfolio, ranked #69.

Silverarc Capital Management first reported a position in GUTS in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.6M in Q4 2025. 83 funds tracked by Wall St. Rank hold GUTS as of Q1 2026.

Silverarc Capital Management held 1,701,625 shares of Fractyl Health worth $779K as of Q1 2026.
Silverarc Capital Management sold 8,138,416 Fractyl Health shares in Q1 2026, an estimated $7.5M.
Fractyl Health made up 0.08% of Silverarc Capital Management's portfolio in Q1 2026, its #69 holding.
Silverarc Capital Management first reported a position in Fractyl Health in Q1 2024 and has held it in 9 quarters since.
Silverarc Capital Management's Fractyl Health position peaked at $21.6M in Q4 2025.
83 funds tracked by Wall St. Rank held Fractyl Health as of Q1 2026.

Based on Silverarc Capital Management's 13F filing for Q1 2026, filed 14 May 2026.