account_balance
Investment manager · 13F filer · SEC CIK 1389933
Dafna Capital Management LLC
Reported value$524Mas of Jun 30, 2026
Positions88 17 new, 12 sold out
Top 10 weight56.2%RVMD alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RVMDRevolution Medicines Inc
20.1%Trimmed −3%
XBISPDR S&P Biotech ETF
5.9%Trimmed −38%
CMPSCompass Pathways PLC
5.4%Trimmed −17%
STXSStereotaxis Inc
4.5%
NKTRNektar Therapeutics
4.2%Added +93%
DNLIDenali Therapeutics Inc
3.6%Added +132%
IDYAIdeaya Biosciences Inc
3.5%Added +4%
ATRCAtricure Inc
3.2%
XENEXenon Pharmaceuticals Inc
2.9%
CYTKCytokinetics Inc
2.8%Trimmed −21%
RCUSArcus Biosciences Inc
2.6%
ASNDAscendis Pharma A/s
2.5%New
RVMDRevolution Medicines Inc
20.1%Trimmed −3%
XBISPDR S&P Biotech ETF
5.9%Trimmed −38%
CMPSCompass Pathways PLC
5.4%Trimmed −17%
STXS4.5%NKTR4.2%DNLI3.6%IDYA3.5%ATRC3.2%XENE2.9%CYTK2.8%RCUS2.6%ASND2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RVMD Revolution Medicines Inc 20.1% Trimmed −3%XBI SPDR S&P Biotech ETF 5.9% Trimmed −38%CMPS Compass Pathways PLC 5.4% Trimmed −17%STXS Stereotaxis Inc 4.5% HeldNKTR Nektar Therapeutics 4.2% Added +93%DNLI Denali Therapeutics Inc 3.6% Added +132%IDYA Ideaya Biosciences Inc 3.5% Added +4%ATRC Atricure Inc 3.2% HeldXENE Xenon Pharmaceuticals Inc 2.9% HeldCYTK Cytokinetics Inc 2.8% Trimmed −21%RCUS Arcus Biosciences Inc 2.6% HeldASND Ascendis Pharma A/s 2.5% New
What changed
Biggest moves since Mar 31, 2026
remove_circleSold out
- Day One Biopharmaceuticals I $21M
- Ascendis Pharma A/s $5.92M
- Kalvista Pharmaceuticals Inc $5.38M
- Ascendis Pharma A/s $5.3M