Catalys Pacific, LLC holds a concentrated book of 2 stocks worth $229.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). Their largest long position is Mineralys Therapeutics Inc at 93% of the equity book. Cloning the disclosed picks since 2025 would be +163% (+92.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2011385/holdings"
Use Arkolith to show Catalys Pacific, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 97.5 points over this window.
Growth of $10,000 cloning Catalys Pacific, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
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Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Catalys Pacific, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 2 / 2 | $166.5M |
| FMR LLC | 2 / 2 | $131.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | 2 / 2 | $95.2M |
| STATE STREET CORP | 2 / 2 | $94.9M |
| FRANKLIN RESOURCES INC | 2 / 2 | $59.4M |
| MILLENNIUM MANAGEMENT LLC | 2 / 2 | $58.9M |
| GEODE CAPITAL MANAGEMENT, LLC | 2 / 2 | $50.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2 / 2 | $37.0M |
Ranked by how many of Catalys Pacific, LLC's top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mineralys Therapeutics, Inc. COM | $213.2M | 7.90M | 92.9% | —Held | |
| 2 | Phathom Pharmaceuticals, Inc. COM | $16.2M | 1.49M | 7.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 2 | $229.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 2 | $230.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 2 | $310.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 2 | $351.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 2 | $131.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Aug 13, 2025 | 2 | $148.7M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 2 | $115.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.