DAFNA Capital Management LLC

Source: SEC Form 13F · as of Mar 2026

DAFNA Capital Management LLC holds 65 biotech & pharma companies tracked by BioSniper, totaling $297.7M in value as of Mar 2026 (SEC Form 13F).

Companies held

65

Total value held

$297.7M

CompanySharesValue
RVMDREVOLUTION MEDICINES, INC.580,678$56.5M
DAWNDay One Biopharmaceuticals, Inc.978,463$21.0M
IDYAIDEAYA Biosciences, Inc.476,740$15.9M
XENEXenon Pharmaceuticals Inc.250,772$14.6M
CYTKCYTOKINETICS INC217,497$14.3M
CMPSCOMPASS Pathways plc2,418,882$13.4M
NKTRNEKTAR THERAPEUTICS165,178$11.9M
RCUSArcus Biosciences, Inc.443,829$9.6M
NBIXNEUROCRINE BIOSCIENCES INC70,615$9.3M
LRMRLarimar Therapeutics, Inc.2,029,164$9.1M
BCAXBicara Therapeutics Inc.421,733$8.4M
BHVNBiohaven Ltd.845,735$7.2M
DNLIDenali Therapeutics Inc.318,500$6.1M
IPSCCentury Therapeutics, Inc.2,434,353$5.5M
KALVKalVista Pharmaceuticals, Inc.267,402$5.4M
MBXMBX Biosciences, Inc.175,465$5.2M
SNDXSyndax Pharmaceuticals Inc217,355$5.1M
ALKSAlkermes plc.139,482$4.9M
STOKStoke Therapeutics, Inc.130,875$4.3M
BCRXBIOCRYST PHARMACEUTICALS INC430,248$4.1M
GLPGGalapagos NV130,175$3.9M
IMVTImmunovant, Inc.150,524$3.7M
EWTXEdgewise Therapeutics, Inc.112,236$3.5M
MPLTMapLight Therapeutics, Inc.171,006$3.5M
ALLOAllogene Therapeutics, Inc.1,370,118$3.3M
PRCTPROCEPT BioRobotics Corporation120,000$3.0M
PRQRProQR Therapeutics N.V.1,567,561$2.5M
HELPCYBIN INC.498,361$2.4M
RAPPRapport Therapeutics, Inc.75,000$2.3M
GPCRStructure Therapeutics Inc.46,500$2.2M
IMTXImmatics N.V.225,860$2.2M
CLDXCelldex Therapeutics, Inc.68,518$2.2M
ALECAlector, Inc.908,351$2.0M
VKTXViking Therapeutics, Inc.59,516$1.9M
KURAKura Oncology, Inc.235,868$1.9M
PROFProfound Medical Corp.263,005$1.7M
FULCFulcrum Therapeutics, Inc.205,000$1.6M
AQSTAquestive Therapeutics, Inc.368,415$1.5M
MDWDMediWound Ltd.94,405$1.5M
RAREUltragenyx Pharmaceutical Inc.61,100$1.3M
NGNENeurogene Inc.56,635$1.1M
SPRYARS Pharmaceuticals, Inc.139,285$1.1M
CTMXCytomX Therapeutics, Inc.230,000$1.1M
MAZEMaze Therapeutics, Inc.35,000$1.0M
MLYSMineralys Therapeutics, Inc.38,490$1.0M
SCYXSCYNEXIS INC1,086,956$997K
ORICOric Pharmaceuticals, Inc.98,724$945K
INSPInspire Medical Systems Inc.18,200$939K
TELATELA Bio Inc.1,441,029$893K
ZBIOZenas BioPharma, Inc.42,500$831K
VRCAVerrica Pharmaceuticals Inc.153,712$813K
FATEFATE THERAPEUTICS INC550,000$660K
ANNXAnnexon, Inc.117,812$653K
NAMSNEWAMSTERDAM PHARMA CO N.V.20,000$640K
ACETAdicet Bio, Inc.93,812$639K
BNTXBioNTech SE7,000$622K
PLRXPLIANT THERAPEUTICS, INC.487,000$614K
CGENCOMPUGEN LTD257,783$549K
OBIOOrchestra BioMed Holdings Inc.126,841$539K
FHTXFoghorn Therapeutics Inc.111,859$535K
IBIOiBio, Inc.193,638$368K
BCYCBICYCLE THERAPEUTICS PLC64,492$299K
ADCTADC Therapeutics SA72,081$270K
KPTIKaryopharm Therapeutics Inc.45,800$255K
AUTLAutolus Therapeutics plc179,316$247K

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    DAFNA Capital Management LLC — Biotech 13F Holdings & Portfolio | BioSniper