StockDrifts LogoStockDrifts

Catalys Pacific 13F Portfolio

Portfolio Manager
Catalys Pacific, LLC
Performance
-0.55% (2026 Q2)
AUM (13F)
$229.45M
# of Holdings
2
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Catalys Pacific, LLC Holdings Map

Top 2 Catalys Pacific, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MLYS
Mineralys Therapeutics, Inc.
92.94%7.90M$213.2M
+0.00%(+0)
2025-Q2: 8.90M shares2025-Q3: 8.90M shares2025-Q4: 7.90M shares2026-Q1: 7.90M shares2026-Q2: 7.90M shares
$9.20(+192.44%)
2026-06-30
PHAT
Phathom Pharmaceuticals, Inc.
7.06%1.49M$16.2M
+0.00%(+0)
2025-Q2: 1.17M shares2025-Q3: 1.17M shares2025-Q4: 1.43M shares2026-Q1: 1.49M shares2026-Q2: 1.49M shares
$12.00(-28.22%)
2026-06-30

About Catalys Pacific, LLC’s portfolio

Catalys Pacific, LLC reports $229.45M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are MLYS (92.9%) and PHAT (7.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +184.11% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
MLYS — 92.9% ($213.25M)PHAT — 7.1% ($16.21M)
100%in top 2
  • MLYS92.9%
  • PHAT7.1%

Unlock alerts, watchlists & AI chat

Sign up free to track Catalys Pacific, LLC, compare funds side by side, and get alerts the moment positions change.

Source filings

Holdings on this page are parsed from Catalys Pacific, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2011385). View Catalys Pacific, LLC’s 13F filings on SEC

More 13F analyses

View all