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Connor Haley opened a new position in HNGE, now 4.54% of the portfolio.

New holding of 272,100 shares worth $22.58M.
Published · Based on SEC filings

Low impact
New position
2026 Q2

Connor Haley's Alta Fox Capital Management opened a new position in Hinge Health, Inc (HNGE) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 272K shares worth about $22.6M at June 30, 2026, 4.54% of the reported portfolio. HNGE enters the book as the 8th largest of 15 stock positions.

What did the 2026 Q2 filing report for HNGE?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Value
Shares 272K
Reported value $22.6M
Portfolio weight 4.54%
Rank in portfolio 8th of 15

How big is the new HNGE position?

Connor Haley opened 8 stock positions in 2026 Q2; HNGE is the 2nd largest of them by weight. An average stock position in the Connor Haley portfolio is 7% of the reported value, so the new name starts below the fund's typical size.

Where does HNGE sit in the Connor Haley portfolio?

HNGE ranks 8th of 15 stock positions in the Connor Haley portfolio at 4.54%, below the fund's average stock position of 7%. The largest stock position is XPEL at 19.85%. Next come BTSG at 13.7% and NATL at 13.63%. The three largest stocks together are 47.18% of the book. The HNGE purchase was the 5th largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Connor Haley reported 15 stock positions, with 8 opened and 2 closed. The total portfolio value is about $497.2M, up 32% from the prior quarter.

Connor Haley buys and sells, 2026 Q2

Has Connor Haley held HNGE before?

Connor Haley has not reported HNGE before in the filings we track. Our data starts with the quarter ended June 30, 2013.

FAQ

How many HNGE shares does Connor Haley hold?

Connor Haley holds 272K shares of HNGE as of June 30, 2026, worth about $22.6M.

What is HNGE's weight in the Connor Haley portfolio?

HNGE is 4.54% of the Connor Haley portfolio and ranks 8th of 15 stocks by weight.

Has Connor Haley owned HNGE before?

No. Connor Haley has not reported HNGE before in the filings we track, which start with the quarter ended June 30, 2013.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst