Institutions / DAFNA Capital Management LLC
DAFNA Capital Management LLC
CIK 1389933 · Institution · as of Mar 31, 2026
Portfolio value
$439.59M
Positions
83
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$439.59M+2.1%Positions
83+7.8%Top holdings
Mar 31, 2026View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| Revolution Medicines, Inc. | $56.47M | 12.8% |
| SPDR S&P Biotech ETF | $40.68M | 9.3% |
| Stereotaxis, Inc. | $25.17M | 5.7% |
| Day One Biopharmaceuticals, Inc. | $20.98M | 4.8% |
| AtriCure Inc | $17.04M | 3.9% |
| Ideaya Biosciences, Inc. | $15.88M | 3.6% |
| Xenon Pharmaceuticals Inc. | $14.58M | 3.3% |
| Cytokinetics Inc | $14.34M | 3.3% |
| COMPASS Pathways plcCMPS | $13.38M | 3.0% |
| Nektar Therapeutics | $11.88M | 2.7% |
| iShares Nasdaq Biotech Indx | $10.48M | 2.4% |
| Arcus Biosciences, Inc. | $9.59M | 2.2% |
| Neurocrine Biosciences Inc | $9.30M | 2.1% |
| Larimar Therapeutics, Inc. | $9.13M | 2.1% |
| Bicara Therapeutics Inc. | $8.39M | 1.9% |
| Axogen, Inc. | $8.28M | 1.9% |
| Biohaven Ltd. | $7.15M | 1.6% |
| Tandem Diabetes Care Inc | $6.81M | 1.5% |
| Denali Therapeutics Inc. | $6.12M | 1.4% |
| Ascendis Pharma A/S | $5.92M | 1.3% |
| Century Therapeutics, Inc.IPSC | $5.50M | 1.3% |
| Dexcom Inc | $5.42M | 1.2% |
| KalVista Pharmaceuticals Inc | $5.38M | 1.2% |
| Ascendis Pharma A/S | $5.30M | 1.2% |
| MBX Biosciences, Inc.MBX | $5.24M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Cytokinetics Inc | $-10.12M | -154K -41.37% | 217,497 3.26% of portfolio | medium |
| Q1 2026 as of | Add | CMPS COMPASS Pathways plc ADR | $8.89M | +1.6M +198.24% | 2,418,882 3.04% of portfolio | medium |
| Q1 2026 as of | Trim | Axogen, Inc. | $-7.52M | -227K -47.58% | 249,960 1.88% of portfolio | medium |
| Q1 2026 as of | Add | Nektar Therapeutics | $6.49M | +90K +120.24% | 165,178 2.70% of portfolio | medium |
| Q1 2026 as of | Add | Larimar Therapeutics, Inc. | $4.91M | +1.1M +116.06% | 2,029,164 2.08% of portfolio | low |
| Q1 2026 as of | Exit | 04635X102 | $-3.99M | -305K -100.00% | — | low |
| Q1 2026 as of | Add | Bicara Therapeutics Inc. | $3.19M | +160K +61.22% | 421,733 1.91% of portfolio | low |
| Q1 2026 as of | Trim | Revolution Medicines, Inc. | $-2.32M | -24K -3.94% | 580,678 12.85% of portfolio | low |
| Q1 2026 as of | Trim | 78464A870 | $-2.30M | -18K -5.35% | 318,505 9.25% of portfolio | low |
| Q1 2026 as of | Trim | Xenon Pharmaceuticals Inc. | $-2.16M | -37K -12.91% | 250,772 3.32% of portfolio | low |