DAFNA Capital Management LLC holds a focused book of 83 stocks worth $439.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Fulcrum Therapeutics Inc and trimmed Revolution Medicines Inc. Their largest long position is Revolution Medicines Inc at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1389933/holdings"
Use Arkolith to show DAFNA Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
81% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc COM | $56.5M | 580.7K | 12.8% | ▼−3.9% Reduced · −24K sh | |
| 2 | SPDR S&P Biotech ETF ETF | $40.7M | 318.5K | 9.3% | ▼−5.3% Reduced · −18K sh | |
| 3 | Stereotaxis Inc COM NEW | $25.2M | 13.68M | 5.7% | —Held | |
| 4 | Day One Biopharmaceuticals I COM | $21.0M | 978.5K | 4.8% | ▼−2.1% Reduced · −21K sh | |
| 5 | Atricure Inc COM | $17.0M | 597.4K | 3.9% | —Held | |
| 6 | Ideaya Biosciences Inc COM | $15.9M | 476.7K | 3.6% | ▼−5.9% Reduced · −30K sh | |
| 7 | Xenon Pharmaceuticals Inc COM | $14.6M | 250.8K | 3.3% | ▼−13% Reduced · −37K sh | |
| 8 | Cytokinetics Inc COM NEW | $14.3M | 217.5K | 3.3% | ▼−41% Reduced · −154K sh | |
| 9 | Compass Pathways PLC SPONSORED ADS | $13.4M | 2.42M | 3.0% | ▲+198% Added · +1.6M sh | |
| 10 | Nektar Therapeutics COM NEW | $11.9M | 165.2K | 2.7% | ▲+120% Added · +90K sh | |
| 11 | Ishares Nasdaq Biotech Indx ETF | $10.5M | 62.1K | 2.4% | ▼−8.8% Reduced · −6K sh | |
| 12 | Arcus Biosciences Inc COM | $9.6M | 443.8K | 2.2% | ▲+2.9% Added · +13K sh | |
| 13 | Neurocrine Biosciences Inc COM | $9.3M | 70.6K | 2.1% | —Held | |
| 14 | Larimar Therapeutics Inc COM | $9.1M | 2.03M | 2.1% | ▲+116% Added · +1.1M sh | |
| 15 | Bicara Therapeutics Inc COM | $8.4M | 421.7K | 1.9% | ▲+61% Added · +160K sh | |
| 16 | Axogen Inc COM | $8.3M | 250.0K | 1.9% | ▼−48% Reduced · −227K sh | |
| 17 | Biohaven Ltd COM | $7.2M | 845.7K | 1.6% | ▼−11% Reduced · −110K sh | |
| 18 | Tandem Diabetes Care Inc COM NEW | $6.8M | 355.2K | 1.5% | —Held | |
| 19 | Denali Therapeutics Inc COM | $6.1M | 318.5K | 1.4% | —Held | |
| 20 | Ascendis Pharma A/s NOTE 2.250% 4/0 | $5.9M | 4.00M | 1.3% | —Held | |
| 21 | Century Therapeutics Inc COM | $5.5M | 2.43M | 1.3% | ▼−13% Reduced · −359K sh | |
| 22 | Dexcom Inc COM | $5.4M | 86.3K | 1.2% | ▼−2.3% Reduced · −2K sh | |
| 23 | Kalvista Pharmaceuticals Inc COM | $5.4M | 267.4K | 1.2% | ▼−25% Reduced · −89K sh | |
| 24 | Ascendis Pharma A/s SPONSORED ADR | $5.3M | 23.2K | 1.2% | ▼−18% Reduced · −5K sh | |
| 25 | MBX Biosciences Inc COM | $5.2M | 175.5K | 1.2% | ▲+6.2% Added · +10K sh | |
| 26 | Inogen Inc COM | $5.2M | 845.2K | 1.2% | ▲+2.2% Added · +18K sh | |
| 27 | Syndax Pharmaceuticals Inc COM | $5.1M | 217.4K | 1.2% | ▼−22% Reduced · −61K sh | |
| 28 | Alkermes PLC SHS | $4.9M | 139.5K | 1.1% | ▲+7.1% Added · +9K sh | |
| 29 | Stoke Therapeutics Inc COM | $4.3M | 130.9K | 1.0% | ▲+20% Added · +22K sh | |
| 30 | Biocryst Pharmaceuticals Inc COM | $4.1M | 430.2K | 0.9% | ▲+2.9% Added · +12K sh | |
| 31 | Galapagos NV SPON ADR | $3.9M | 130.2K | 0.9% | —Held | |
| 32 | Immunovant Inc COM | $3.7M | 150.5K | 0.9% | —Held | |
| 33 | Edgewise Therapeutics Inc COM | $3.5M | 112.2K | 0.8% | ▼−30% Reduced · −48K sh | |
| 34 | Maplight Therapeutics Inc COM | $3.5M | 171.0K | 0.8% | ▲+19% Added · +27K sh | |
| 35 | Allogene Therapeutics Inc COM | $3.3M | 1.37M | 0.8% | ▼−0.7% Reduced · −10K sh | |
| 36 | Procept Biorobotics Corp COM | $3.0M | 120.0K | 0.7% | —Held | |
| 37 | Align Technology Inc COM | $2.6M | 15.0K | 0.6% | ▼−6.3% Reduced · −1K sh | |
| 38 | Proqr Therapeutics N V SHS EURO | $2.5M | 1.57M | 0.6% | —Held | |
| 39 | Cybin Inc COM NEW | $2.4M | 498.4K | 0.5% | ▲+9.5% Added · +43K sh | |
| 40 | Rapport Therapeutics Inc COM | $2.3M | 75.0K | 0.5% | —Held | |
| 41 | Insulet Corp COM | $2.3M | 10.9K | 0.5% | ▲+58% Added · +4K sh | |
| 42 | Structure Therapeutics Inc SPONSORED ADS | $2.2M | 46.5K | 0.5% | ▲+26% Added · +10K sh | |
| 43 | Immatics NV SHS | $2.2M | 225.9K | 0.5% | ▼−14% Reduced · −35K sh | |
| 44 | Celldex Therapeutics Inc COM NEW | $2.2M | 68.5K | 0.5% | —Held | |
| 45 | Lexeo Therapeutics Inc COM | $2.2M | 377.1K | 0.5% | ▲+11% Added · +36K sh | |
| 46 | Alector Inc COM | $2.0M | 908.4K | 0.4% | —Held | |
| 47 | Viking Therapeutics Inc COM | $1.9M | 59.5K | 0.4% | —Held | |
| 48 | Kura Oncology Inc COM | $1.9M | 235.9K | 0.4% | —Held | |
| 49 | Profound Medical Corp COM NEW | $1.7M | 263.0K | 0.4% | ▼−7.9% Reduced · −23K sh | |
| 50 | Fulcrum Therapeutics Inc COM | $1.6M | 205.0K | 0.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. Price-derived performance is withheld until the price-source policy and freshness gate are green.