Investor
DAFNA Capital Management LLC
CIK 0001389933 · filed 2026-05-15 · SEC filing
13F book
$439.6M
Positions
83
10 new · 4 sold
Largest name
12.8%
Revolution Medicines Inc
Est. mark
$10.7M
Price effect on 73 names still held. Flow −$1.68M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Revolution Medicines Inc | — | 580.7K | $56.5M | 12.8% | $10.2M | Cut$8.32M |
| Spdr Series Trust | — | 318.5K | $40.7M | 9.3% | $1.85M | Cut−$347.4K |
| Stereotaxis, Inc. | STXS | 13.7M | $25.2M | 5.7% | −$6.29M | Held |
| Day One Biopharmaceuticals I | — | 978.5K | $21M | 4.8% | $11.9M | Cut$11.7M |
| AtriCure, Inc. | ATRC | 597.4K | $17M | 3.9% | −$6.59M | Held |
| IDEAYA Biosciences, Inc. | IDYA | 476.7K | $15.9M | 3.6% | −$595.9K | Cut−$1.63M |
| Xenon Pharmaceuticals Inc. | XENE | 250.8K | $14.6M | 3.3% | $3.34M | Cut$1.68M |
| Cytokinetics Inc | CYTK | 217.5K | $14.3M | 3.3% | $515.5K | Cut−$9.24M |
| Compass Pathways Plc | CMPS | 2.42M | $13.4M | 3.0% | −$1.11M | Added$7.78M |
| Nektar Therapeutics | NKTR | 165.2K | $11.9M | 2.7% | $2.23M | Added$8.71M |
| Ishares Tr | — | 62.1K | $10.5M | 2.4% | $4.97K | Cut−$1.01M |
| Arcus Biosciences, Inc. | RCUS | 443.8K | $9.59M | 2.2% | −$961.9K | Added−$691.9K |
| Neurocrine Biosciences Inc | NBIX | 70.6K | $9.3M | 2.1% | −$712.5K | Held |
| Larimar Therapeutics, Inc. | LRMR | 2.03M | $9.13M | 2.1% | $648K | Added$5.55M |
| Bicara Therapeutics Inc. | BCAX | 421.7K | $8.39M | 1.9% | $800.4K | Added$3.99M |
| Axogen, Inc. | AXGN | 250K | $8.28M | 1.9% | $100K | Cut−$7.33M |
| Biohaven Ltd. | BHVN | 845.7K | $7.15M | 1.6% | −$2.39M | Cut−$3.63M |
| Tandem Diabetes Care Inc | TNDM | 355.2K | $6.81M | 1.5% | −$998.1K | Held |
| Denali Therapeutics Inc. | DNLI | 318.5K | $6.12M | 1.4% | $856.8K | Held |
| Ascendis Pharma A/S | ASND | 4M | $5.92M | 1.3% | $456.5K | Held |
| Century Therapeutics, Inc. | IPSC | 2.43M | $5.5M | 1.3% | $3.08M | Cut$2.72M |
| Dexcom Inc | DXCM | 86.3K | $5.42M | 1.2% | −$308K | Cut−$440.8K |
| Kalvista Pharmaceuticals Inc | — | 267.4K | $5.38M | 1.2% | $1.06M | Cut−$379.6K |
| Ascendis Pharma A/S | ASND | 23.2K | $5.3M | 1.2% | $359K | Cut−$707.2K |
| MBX Biosciences, Inc. | MBX | 175.5K | $5.24M | 1.2% | −$279.3K | Added$25.2K |
| Inogen Inc | INGN | 845.2K | $5.22M | 1.2% | −$446.6K | Added−$334.7K |
| Syndax Pharmaceuticals Inc | SNDX | 217.4K | $5.08M | 1.2% | $510.8K | Cut−$760.3K |
| Alkermes plc. | ALKS | 139.5K | $4.93M | 1.1% | $961.2K | Added$1.29M |
| Stoke Therapeutics, Inc. | STOK | 130.9K | $4.26M | 1.0% | $89.3K | Added$805.6K |
| Biocryst Pharmaceuticals Inc | BCRX | 430.2K | $4.1M | 0.9% | $719.4K | Added$833.6K |
| Galapagos Nv | — | 130.2K | $3.91M | 0.9% | −$351.5K | Held |
| Immunovant, Inc. | IMVT | 150.5K | $3.74M | 0.9% | −$87.3K | Held |
| Edgewise Therapeutics, Inc. | EWTX | 112.2K | $3.54M | 0.8% | $750.3K | Cut−$428.4K |
| MapLight Therapeutics, Inc. | MPLT | 171K | $3.48M | 0.8% | $397.5K | Added$951.3K |
| Allogene Therapeutics, Inc. | ALLO | 1.37M | $3.34M | 0.8% | $1.47M | Cut$1.45M |
| Procept Biorobotics Corp | PRCT | 120K | $3M | 0.7% | −$774K | Held |
| Align Technology Inc | ALGN | 15K | $2.57M | 0.6% | $229.2K | Cut$73K |
| Proqr Thrapeutics N V | — | 1.57M | $2.54M | 0.6% | −$627K | Held |
| Cybin Inc. | HELP | 498.4K | $2.39M | 0.5% | −$1.54M | Added−$1.33M |
| Rapport Therapeutics, Inc. | RAPP | 75K | $2.35M | 0.5% | $71.2K | Held |
| Insulet Corp | PODD | 10.9K | $2.28M | 0.5% | −$511.1K | Added$328.2K |
| Structure Therapeutics Inc. | GPCR | 46.5K | $2.24M | 0.5% | −$789.9K | Added−$332.1K |
| Immatics N.V. | IMTX | 225.9K | $2.22M | 0.5% | −$149.1K | Cut−$519.5K |
| Celldex Therapeutics Inc New | — | 68.5K | $2.17M | 0.5% | $312.4K | Held |
| Lexeo Therapeutics, Inc. | LXEO | 377.1K | $2.16M | 0.5% | −$1.43M | Added−$1.22M |
| Alector, Inc. | ALEC | 908.4K | $1.95M | 0.4% | $535.9K | Held |
| Viking Therapeutics, Inc. | VKTX | 59.5K | $1.94M | 0.4% | −$157.1K | Held |
| Kura Oncology, Inc. | KURA | 235.9K | $1.92M | 0.4% | −$533.1K | Held |
| Profound Med Corp | — | 263K | $1.7M | 0.4% | −$365.6K | Cut−$544.3K |
| Fulcrum Therapeutics, Inc. | FULC | 205K | $1.57M | 0.4% | — | New |
| Aquestive Therapeutics, Inc. | AQST | 368.4K | $1.53M | 0.3% | −$851K | Cut−$899.5K |
| MediWound Ltd. | MDWD | 94.4K | $1.52M | 0.3% | −$221.9K | Cut−$576.4K |
| Orthopediatrics Corp | KIDS | 95.7K | $1.52M | 0.3% | — | New |
| Ultragenyx Pharmaceutical In | — | 61.1K | $1.28M | 0.3% | −$32.8K | Added$912K |
| Engene Holdings Inc | — | 187.4K | $1.28M | 0.3% | −$363.3K | Added−$201.8K |
| Neurogene Inc. | NGNE | 56.6K | $1.14M | 0.3% | −$12.3K | Added$565.5K |
| ARS Pharmaceuticals, Inc. | SPRY | 139.3K | $1.12M | 0.3% | −$504.2K | Cut−$1.1M |
| CytomX Therapeutics, Inc. | CTMX | 230K | $1.08M | 0.2% | — | New |
| Maze Therapeutics, Inc. | MAZE | 35K | $1.04M | 0.2% | — | New |
| Mineralys Therapeutics, Inc. | MLYS | 38.5K | $1.04M | 0.2% | −$354.1K | Held |
| Scynexis Inc | SCYX | 1.09M | $996.6K | 0.2% | — | New |
| Oric Pharmaceuticals, Inc. | ORIC | 98.7K | $945.5K | 0.2% | $137.9K | Cut−$208.3K |
| Inspire Med Sys Inc | — | 18.2K | $938.8K | 0.2% | −$349.6K | Added$145.6K |
| PolyPid Ltd. | PYPD | 207.9K | $910.6K | 0.2% | $8.32K | Held |
| TELA Bio, Inc. | TELA | 1.44M | $893.4K | 0.2% | −$807K | Held |
| Zenas BioPharma, Inc. | ZBIO | 42.5K | $830.9K | 0.2% | — | New |
| Verrica Pharmaceuticals Inc. | VRCA | 153.7K | $813.1K | 0.2% | −$464.2K | Cut−$628.2K |
| Fate Therapeutics Inc | FATE | 550K | $660K | 0.1% | $119.6K | Held |
| Annexon, Inc. | ANNX | 117.8K | $652.7K | 0.1% | $61.3K | Cut−$716.8K |
| Accuray Inc | ARAY | 1.68M | $652.2K | 0.1% | −$609.1K | Added−$498.5K |
| Newamsterdam Pharma Company | — | 20K | $640.2K | 0.1% | — | New |
| Adicet Bio, Inc. | ACET | 93.8K | $638.9K | 0.1% | −$151K | Held |
| Biontech Se | BNTX | 7K | $622.2K | 0.1% | −$44.2K | Held |
| Pliant Therapeutics, Inc. | PLRX | 487K | $613.6K | 0.1% | — | New |
| Compugen Ltd | CGEN | 257.8K | $549.1K | 0.1% | $154.7K | Cut$132.3K |
| Orchestra Biomed Hldgs Inc | — | 126.8K | $539.1K | 0.1% | $12.7K | Held |
| Foghorn Therapeutics Inc. | FHTX | 111.9K | $534.7K | 0.1% | −$69.4K | Cut−$150.4K |
| iBio, Inc. | IBIO | 193.6K | $367.9K | 0.1% | — | New |
| Bicycle Therapeutics Plc | BCYC | 64.5K | $299.2K | 0.1% | −$157.4K | Held |
| Adc Therapeutics Sa | ADCT | 72.1K | $270.3K | 0.1% | $15.9K | Cut−$1.79K |
| Karyopharm Therapeutics Inc. | KPTI | 45.8K | $255.1K | 0.1% | −$82K | Cut−$120.3K |
| Autolus Therapeutics Plc | AUTL | 179.3K | $247.5K | 0.1% | −$109.4K | Held |
| Neumora Therapeutics, Inc. | NMRA | 70K | $136.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.