Institutional Fund
Dafna Capital Management LLC
Los Angeles, CACIK 13899335 filings on record
Portfolio Value
$433.68M
Q1 2026
Holdings
82
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+2.0%
from $425.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Revolution Medicines Inc13.0%
- Spdr Series Trust9.4%
- Stereotaxis Inc5.8%
- Day One Biopharmaceuticals I4.8%
- Atricure Inc3.9%
- Ideaya Biosciences Inc3.7%
- Other59.4%
Portfolio Holdings
82 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 580.7K | $56.47M | 13.0% | −23.8K | Reduced |
| 2 | Spdr Series Trust | 318.5K | $40.68M | 9.4% | −18.0K | Reduced |
| 3 | Stereotaxis Inc | 13.68M | $25.17M | 5.8% | 0 | Held |
| 4 | Day One Biopharmaceuticals I | 978.5K | $20.98M | 4.8% | −20.7K | Reduced |
| 5 | Atricure Inc | 597.4K | $17.04M | 3.9% | 0 | Held |
| 6 | Ideaya Biosciences Inc | 476.7K | $15.88M | 3.7% | −30.0K | Reduced |
| 7 | Xenon Pharmaceuticals Inc | 250.8K | $14.58M | 3.4% | −37.2K | Reduced |
| 8 | Cytokinetics Inc | 217.5K | $14.34M | 3.3% | −153.5K | Reduced |
| 9 | Compass Pathways PLC | 2.42M | $13.38M | 3.1% | +1.61M | Added |
| 10 | Nektar Therapeutics | 165.2K | $11.88M | 2.7% | +90.2K | Added |
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