2026 Q3 Portfolio Activity
In 2026 Q3, Catalys Pacific, LLC maintained a portfolio of 2 distinct positions. They heavily accumulated shares in Phathom Pharmaceuticals, Inc., increasing the position by 26.0%.
Position History
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Total Positions
2
Quarter
2026 Q3
Top Holding
MLYS (93.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Catalys Pacific, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MLYS
Mineralys Thera...
|
Healthcare | 93.45% | 92.94% |
#1
Prev: #1
|
6.5 |
—
|
-104,320 | -1.3% |
P
S
|
7,799,518 | $196,001,887 |
$8.74
+77.0%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-30 | ||
|
PHAT
Phathom Pharmac...
|
Healthcare | 6.55% | 7.06% |
#2
Prev: #2
|
6.6 |
—
|
388,185 | 26.0% |
P
S
|
1,882,039 | $13,738,885 |
$11.74
-55.3%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-30 |
Showing 1-2 of 2 holdings