Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DAFNA Capital Management LLC (CIK 1389933) reported $524.4M across 88 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RVMD ($105.4M, 20.09%), XBI ($31.1M, 5.93%), CMPS ($28.5M, 5.43%), STXS ($23.5M, 4.49%), NKTR ($22.2M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $105.4M | 20.09% | 562,630 | Trimmed |
| 2 | XBI | SPDR S&P BIOTECH ETF | $31.1M | 5.93% | 196,505 | Trimmed |
| 3 | CMPS | COMPASS PATHWAYS PLC | $28.5M | 5.43% | 2.0M | Trimmed |
| 4 | STXS | STEREOTAXIS INC | $23.5M | 4.49% | 13.7M | Hold |
| 5 | NKTR | NEKTAR THERAPEUTICS | $22.2M | 4.24% | 318,380 | Added |
| 6 | DNLI | DENALI THERAPEUTICS INC | $19.0M | 3.62% | 739,014 | Added |
| 7 | IDYA | IDEAYA BIOSCIENCES INC | $18.5M | 3.53% | 497,240 | Added |
| 8 | ATRC | ATRICURE INC | $16.7M | 3.19% | 597,431 | Hold |
| 9 | XENE | XENON PHARMACEUTICALS INC | $15.1M | 2.89% | 250,772 | Hold |
| 10 | CYTK | CYTOKINETICS INC | $14.7M | 2.79% | 171,998 | Trimmed |
| 11 | RCUS | ARCUS BIOSCIENCES INC | $13.6M | 2.60% | 441,829 | Trimmed |
| 12 | ASND | ASCENDIS PHARMA A/S | $12.9M | 2.47% | 48,469 | New |
| 13 | NBIX | NEUROCRINE BIOSCIENCES INC | $9.7M | 1.86% | 57,769 | Trimmed |
| 14 | AXGN | AXOGEN INC | $9.7M | 1.84% | 208,960 | Trimmed |
| 15 | PODD | INSULET CORP | $9.4M | 1.80% | 61,870 | Added |
| 16 | EWTX | EDGEWISE THERAPEUTICS INC | $9.2M | 1.76% | 226,819 | Added |
| 17 | BCAX | BICARA THERAPEUTICS INC | $8.5M | 1.61% | 284,955 | Trimmed |
| 18 | IBB | ISHARES NASDAQ BIOTECH INDX | $8.1M | 1.54% | 42,595 | Trimmed |
| 19 | SNDX | SYNDAX PHARMACEUTICALS INC | $7.3M | 1.40% | 335,255 | Added |
| 20 | MPLT | MAPLIGHT THERAPEUTICS INC | $6.1M | 1.17% | 171,006 | Hold |
| 21 | LRMR | LARIMAR THERAPEUTICS INC | $6.1M | 1.17% | 2.0M | Trimmed |
| 22 | IPSC | CENTURY THERAPEUTICS INC | $5.9M | 1.12% | 2.4M | Trimmed |
| 23 | DXCM | DEXCOM INC | $5.8M | 1.11% | 86,279 | Hold |
| 24 | IMVT | IMMUNOVANT INC | $5.8M | 1.10% | 149,524 | Trimmed |
| 25 | INGN | INOGEN INC | $5.5M | 1.04% | 845,179 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30