DAFNA Capital Management LLC

CIK
0001389933
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

56 positions · $303,564,703 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
RVMD
Revolution Medicines, Inc.
Healthcare
604,514 $48,149,540 15.86%
STXS
Stereotaxis, Inc.
Healthcare
13,680,554 $31,465,274 10.37%
ATRC
AtriCure, Inc.
Healthcare
597,431 $23,634,370 7.79%
CYTK
Cytokinetics Inc
Healthcare
370,997 $23,573,149 7.77%
IDYA
IDEAYA Biosciences, Inc.
Healthcare
506,740 $17,518,001 5.77%
XENE
Xenon Pharmaceuticals Inc.
Healthcare
287,939 $12,905,425 4.25%
RCUS
Arcus Biosciences, Inc.
Healthcare
431,329 $10,278,570 3.39%
DAWN
Day One Biopharmaceuticals, Inc.
Healthcare
999,163 $9,312,199 3.07%
TNDM
Tandem Diabetes Care Inc
Healthcare
355,208 $7,807,471 2.57%
ASND
Ascendis Pharma A/S
Healthcare
28,177 $6,008,463 1.98%

Portfolio Trend

24 quarters · across all stocks

Holdings in ARAY

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Shares Held

Position Value (USD)

24 of 24 shown
Report Date Value (USD) Shares
2025-12-31 $1,144,316 1,395,508
2025-09-30 $2,041,337 1,222,358
2025-06-30 $1,674,630 1,222,358
2025-03-31 $2,188,020 1,222,358
2024-12-31 $2,420,268 1,222,358
2024-09-30 $2,200,244 1,222,358
2024-06-30 $2,224,691 1,222,358
2024-03-31 $3,019,224 1,222,358
2023-12-31 $3,459,273 1,222,358
2023-09-30 $3,324,813 1,222,358
2023-06-30 $4,730,525 1,222,358
2023-03-31 $3,630,403 1,222,358
2022-12-31 $2,554,728 1,222,358
2022-09-30 $1,958,944 941,800
2022-06-30 $1,845,928 941,800
2022-03-31 $3,117,358 941,800
2021-12-31 $4,492,386 941,800
2021-09-30 $3,720,110 941,800
2021-06-30 $4,256,936 941,800
2021-03-31 $4,661,910 941,800
2020-12-31 $4,063,248 974,400
2020-09-30 $2,578,320 1,074,300
2020-06-30 $1,368,829 674,300
2020-03-31 $1,281,170 674,300