Catalys Pacific, LLC

CIK 0002011385 · TOKYO, null · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗

Catalys Pacific, LLC reported 2 positions worth $229.5M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: MLYS (92.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$229.5M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

2 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	MLYS	Mineralys Therapeutics, Inc.	SH	$213.2M	92.94%	7,903,838	—	—
▸ 2	PHAT	Phathom Pharmaceuticals, Inc.	SH	$16.2M	7.06%	1,493,854	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Catalys Pacific, LLC hold as of Q2 2026?

Catalys Pacific, LLC reported 2 positions worth $229.5M in its Q2 2026 13F filing. Largest positions: MLYS (92.9%) and PHAT (7.1%).

What did Catalys Pacific, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Catalys Pacific, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.