DAFNA Capital Management LLC

Position in MLYS — Mineralys Therapeutics, Inc.

CIK 1389933 LOS ANGELES, CA

Position in MLYS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,200,340

+$157,646 QoQ

Shares Held

44,490

+15.6% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#110

of 224 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

DAFNA Capital Management LLC holds $345,637,467 across 65 Biotechnology names. MLYS ranks #43 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RVMD	Revolution Medicines, Inc.	562,630	$105,369,346
2	NKTR	Nektar Therapeutics	318,380	$22,226,107
3	DNLI	Denali Therapeutics Inc.	739,014	$19,007,440
4	IDYA	IDEAYA Biosciences, Inc.	497,240	$18,532,134
5	XENE	Xenon Pharmaceuticals Inc.	250,772	$15,136,597
6	CYTK	Cytokinetics Inc	171,998	$14,652,509
7	RCUS	Arcus Biosciences, Inc.	441,829	$13,621,588
8	ASND	Ascendis Pharma A/S	48,469	$12,927,651

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,340	44,490	+15.6%	Shares	Sole	2026-08-14
2026-03-31	$1,042,694	38,490	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,396,802	38,490	-53.9%	Shares	Sole	2026-02-17
2025-09-30	$3,165,940	83,490	-77.5%	Shares	Sole	2025-11-14
2025-06-30	$5,026,706	371,523	+20.2%	Shares	Sole	2025-08-14
2025-03-31	$4,910,096	309,200	+111.1%	Shares	Sole	2025-05-15
2024-12-31	$1,803,415	146,500	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,774,115	146,500	+23.1%	Shares	Sole	2024-11-14
2024-06-30	$1,392,300	119,000	+32.2%	Shares	Sole	2024-08-14
2024-03-31	$1,161,900	90,000	+492.1%	Shares	Sole	2024-05-15
2023-12-31	$130,720	15,200	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.