DAFNA Capital Management LLC

CIK
1389933
City
LOS ANGELES
State / Country
CA

Top Portfolio Positions

79 positions · $382,680,155 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
RVMD
Revolution Medicines, Inc.
Healthcare
580,678 $56,470,935 14.76%
STXS
Stereotaxis, Inc.
Healthcare
13,680,554 $25,172,219 6.58%
DAWN
Day One Biopharmaceuticals, Inc.
Healthcare
978,463 $20,978,246 5.48%
ATRC
AtriCure, Inc.
Healthcare
597,431 $17,044,706 4.45%
IDYA
IDEAYA Biosciences, Inc.
Healthcare
476,740 $15,884,976 4.15%
XENE
Xenon Pharmaceuticals Inc.
Healthcare
250,772 $14,582,391 3.81%
CYTK
Cytokinetics Inc
Healthcare
217,497 $14,335,227 3.75%
CMPS
COMPASS Pathways plc
Healthcare
2,418,882 $13,376,417 3.50%
NKTR
Nektar Therapeutics
Healthcare
165,178 $11,884,557 3.11%
RCUS
Arcus Biosciences, Inc.
Healthcare
443,829 $9,586,706 2.51%

Portfolio Trend

25 quarters · across all stocks

Holdings in ORIC

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Shares Held

Position Value (USD)

11 of 11 shown
Report Date Value (USD) Shares
2026-03-31 $1,250,833 98,724
2025-12-31 $1,153,748 141,045
2025-09-30 $1,256,052 104,671
2025-06-30 $1,373,000 135,271
2025-03-31 $1,350,360 242,000
2024-06-30 $254,520 36,000
2023-12-31 $669,732 72,797
2023-03-31 $970,858 170,326
2022-12-31 $1,556,355 264,237
2022-09-30 $1,323,283 413,526
2022-06-30 $1,863,348 415,926