Catalys Pacific, LLC — 13F Holdings

2026 Q2  ·  2 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Catalys Pacific, LLC maintained a portfolio of 2 distinct positions.
Position History hover any row below to update
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Catalys Pacific, LLC Vancouver, WA RIA AUM $229M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
2
Quarter
2026 Q2
Top Holding
MLYS (92.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MLYS
Mineralys Thera...
Healthcare 92.94% 92.81% #1
Prev: #1
7.0
—
no change no change
P
S
7,903,838 $213,245,549
$8.74 +209.0%
$26.98 +0.0%
2023 Q4 13F Filing 2026-06-30 2026-08-05
PHAT
Phathom Pharmac...
Healthcare 7.06% 7.19% #2
Prev: #2
5.3
—
no change no change
P
S
1,493,854 $16,208,316
$12.89 -34.5%
$10.85 -22.2%
2023 Q4 13F Filing 2026-06-30 2026-08-05
Showing 1-2 of 2 holdings

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