DAFNA Capital Management LLC

DAFNA Capital Management LLC reported 88 holdings worth US$524M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

DAFNA Capital Management LLC reported 88 holdings worth US$524M as of Jun 30, 2026. Largest: Revolution Medicines, Inc., Stereotaxis, Inc. and Nektar Therapeutics. Filed Aug 14, 2026 (Form 13F).

Holdings
88
Value as reported
US$524M

The filing in full

CompanySharesValue as reported% of portfolio
Revolution Medicines, Inc.563KUS$105M20.1%
Stereotaxis, Inc.13.7MUS$23.5M4.5%
Nektar Therapeutics318KUS$22.2M4.2%
Denali Therapeutics Inc.739KUS$19M3.6%
Ideaya Biosciences, Inc.497KUS$18.5M3.5%
Atricure, Inc.597KUS$16.7M3.2%
Xenon Pharmaceuticals Inc.251KUS$15.1M2.9%
Cytokinetics, Incorporated172KUS$14.7M2.8%
Arcus Biosciences, Inc.442KUS$13.6M2.6%
Neurocrine Biosciences, Inc.57,769US$9.74M1.9%
Axogen, Inc.209KUS$9.65M1.8%
Insulet Corporation61,870US$9.42M1.8%
Edgewise Therapeutics, Inc.227KUS$9.22M1.8%
Bicara Therapeutics Inc.285KUS$8.46M1.6%
Syndax Pharmaceuticals, Inc.335KUS$7.33M1.4%
Maplight Therapeutics, Inc.171KUS$6.13M1.2%
Larimar Therapeutics, Inc.2.01MUS$6.12M1.2%
Century Therapeutics, Inc.2.4MUS$5.88M1.1%
Dexcom, Inc.86,279US$5.81M1.1%
Immunovant, Inc.150KUS$5.76M1.1%
Inogen, Inc845KUS$5.45M1.0%
Tandem Diabetes Care, Inc.355KUS$5.36M1.0%
Stoke Therapeutics, Inc.131KUS$4.28M0.82%
Allogene Therapeutics, Inc.2MUS$4.16M0.79%
Biocryst Pharmaceuticals, Inc.400KUS$4M0.76%
Lakefront Biotherapeutics130KUS$3.9M0.74%
Orthopediatrics Corp.189KUS$3.62M0.69%
Cybin, Inc.514KUS$3.4M0.65%
Rapport Therapeutics, Inc.75,000US$3.13M0.60%
Kymera Therapeutics, Inc.27,000US$3.1M0.59%
Neurogene Inc.89,032US$2.8M0.53%
Procept Biorobotics Corporation120KUS$2.71M0.52%
Aquestive Therapeutics, Inc.646KUS$2.69M0.51%
Celldex Therapeutics, Inc.68,518US$2.55M0.49%
Align Technology, Inc.14,000US$2.36M0.45%
Viking Therapeutics, Inc.59,516US$2.32M0.44%
Nervgen Pharma Corp.1.05MUS$2.16M0.41%
Biohaven Ltd.138KUS$2.05M0.39%
Maze Therapeutics, Inc.65,000US$1.94M0.37%
Alector, Inc.908KUS$1.83M0.35%
Lexeo Therapeutics, Inc.377KUS$1.76M0.33%
Profound Medical Corp260KUS$1.73M0.33%
Atrium Therapeutics, Inc.128KUS$1.72M0.33%
Annexon, Inc.298KUS$1.7M0.32%
Cytomx Therapeutics, Inc.438KUS$1.64M0.31%
Ultragenyx Pharmaceutical Inc.47,100US$1.57M0.30%
Eupraxia Pharmaceuticals, Inc.226KUS$1.49M0.28%
Design Therapeutics, Inc.103KUS$1.48M0.28%
Fate Therapeutics, Inc.525KUS$1.42M0.27%
Kura Oncology, Inc.121KUS$1.32M0.25%
Ars Pharmaceuticals, Inc.164KUS$1.32M0.25%
Mineralys Therapeutics, Inc.44,490US$1.2M0.23%
Tela Bio, Inc.1.44MUS$1.08M0.21%
Corbus Pharmaceuticals Holdings, Inc.108KUS$1.01M0.19%
Inspire Medical Systems, Inc.18,200US$812K0.15%
Adicet Bio, Inc.93,812US$811K0.15%
Seaport Therapeutics, Inc.32,400US$704K0.13%
Mbx Biosciences, Inc.11,809US$652K0.12%
Artiva Biotherapeutics, Inc.67,101US$651K0.12%
Pliant Therapeutics, Inc.487KUS$555K0.11%
Editas Medicine, Inc.170KUS$552K0.11%
Orchestra Biomed Holdings, Inc.127KUS$547K0.10%
Foghorn Therapeutics Inc.112KUS$546K0.10%
Accuray Incorporated1.68MUS$433K0.08%
Q32 Bio Inc.32,896US$419K0.08%
Nuvectis Pharma, Inc.20,000US$368K0.07%
Ibio, Inc.170KUS$298K0.06%
Tenaya Therapeutics, Inc.300KUS$222K0.04%
Verrica Pharmaceuticals Inc.23,750US$145K0.03%
Kardigan, Inc.5,000US$119K0.02%
Oric Pharmaceuticals, Inc.0US$00.00%
Scynexis, Inc.0US$00.00%
Zenas Biopharma, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Engene Holdings Inc.0US$00.00%
Fulcrum Therapeutics, Inc.0US$00.00%
Kalvista Pharmaceuticals, Inc.0US$00.00%
Karyopharm Therapeutics Inc.0US$00.00%
Neumora Therapeutics, Inc.0US$00.00%

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