DAFNA Capital Management

DAFNA Capital Management as of Dec. 31, 2025

Portfolio Holdings for DAFNA Capital Management

DAFNA Capital Management holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Revolution Medicines (RVMD) 11.2 $48M 605k 79.65
Spdr S&p Biotech Etf Etf (XBI) 9.5 $41M 337k 121.93
Stereotaxis Com New (STXS) 7.3 $32M 14M 2.30
AtriCure (ATRC) 5.5 $24M 597k 39.56
Cytokinetics Com New (CYTK) 5.5 $24M 371k 63.54
Ideaya Biosciences (IDYA) 4.1 $18M 507k 34.57
Axogen (AXGN) 3.6 $16M 477k 32.73
Xenon Pharmaceuticals (XENE) 3.0 $13M 288k 44.82
Ishares Nasdaq Biotech Indx Etf (IBB) 2.7 $12M 68k 168.77
Biohaven (BHVN) 2.5 $11M 955k 11.29
Arcus Biosciences Incorporated (RCUS) 2.4 $10M 431k 23.83
Neurocrine Biosciences (NBIX) 2.3 $10M 71k 141.83
Day One Biopharmaceuticals I (DAWN) 2.2 $9.3M 999k 9.32
Tandem Diabetes Care Com New (TNDM) 1.8 $7.8M 355k 21.98
Ascendis Pharma A/s Sponsored Adr (ASND) 1.4 $6.0M 28k 213.24
Dex (DXCM) 1.4 $5.9M 88k 66.37
Syndax Pharmaceuticals (SNDX) 1.4 $5.8M 278k 21.01
Kalvista Pharmaceuticals (KALV) 1.3 $5.8M 357k 16.15
Compass Pathways Sponsored Ads (CMPS) 1.3 $5.6M 811k 6.90
Inogen (INGN) 1.3 $5.6M 827k 6.72
Ascendis Pharma A/s Note 2.250% 4/0 (Principal) 1.3 $5.5M 4.0M 1.36
Denali Therapeutics (DNLI) 1.2 $5.3M 319k 16.51
Mbx Biosciences (MBX) 1.2 $5.2M 165k 31.54
Bicara Therapeutics (BCAX) 1.0 $4.4M 262k 16.83
Galapagos Nv Spon Adr (GLPG) 1.0 $4.3M 130k 32.70
Astria Therapeutics 0.9 $4.0M 305k 13.09
Edgewise Therapeutics (EWTX) 0.9 $4.0M 160k 24.82
Immunovant (IMVT) 0.9 $3.8M 151k 25.42
Procept Biorobotics Corp (PRCT) 0.9 $3.8M 120k 31.46
Cybin Com New (HELP) 0.9 $3.7M 455k 8.18
Alkermes SHS (ALKS) 0.8 $3.6M 130k 27.98
Larimar Therapeutics (LRMR) 0.8 $3.6M 939k 3.81
Stoke Therapeutics (STOK) 0.8 $3.5M 109k 31.74
Lexeo Therapeutics (LXEO) 0.8 $3.4M 341k 9.93
BioCryst Pharmaceuticals (BCRX) 0.8 $3.3M 418k 7.80
Nektar Therapeutics Com New (NKTR) 0.7 $3.2M 75k 42.28
Proqr Therapeutics N V Shs Euro (PRQR) 0.7 $3.2M 1.6M 2.02
Century Therapeutics (IPSC) 0.6 $2.8M 2.8M 0.99
Immatics Nv SHS (IMTX) 0.6 $2.7M 261k 10.50
Structure Therapeutics Sponsored Ads (GPCR) 0.6 $2.6M 37k 69.55
Maplight Therapeutics (MPLT) 0.6 $2.5M 144k 17.57
Align Technology (ALGN) 0.6 $2.5M 16k 156.15
Kura Oncology (KURA) 0.6 $2.5M 236k 10.39
Aquestive Therapeutics (AQST) 0.6 $2.4M 376k 6.46
Rapport Therapeutics (RAPP) 0.5 $2.3M 75k 30.34
Profound Medical Corp Com New (PROF) 0.5 $2.2M 286k 7.87
Silverback Therapeutics (SPRY) 0.5 $2.2M 190k 11.65
Mediwound Shs New (MDWD) 0.5 $2.1M 114k 18.46
Viking Therapeutics (VKTX) 0.5 $2.1M 60k 35.18
Insulet Corporation (PODD) 0.5 $2.0M 6.9k 284.24
Allogene Therapeutics (ALLO) 0.4 $1.9M 1.4M 1.37
Celldex Therapeutics Com New (CLDX) 0.4 $1.9M 69k 27.16
Tela Bio (TELA) 0.4 $1.7M 1.4M 1.18
Engene Holdings (ENGN) 0.3 $1.5M 164k 9.03
Verrica Pharmaceuticals Com Shs (VRCA) 0.3 $1.4M 174k 8.31
Alector (ALEC) 0.3 $1.4M 908k 1.56
Mineralys Therapeutics (MLYS) 0.3 $1.4M 39k 36.29
Annexon (ANNX) 0.3 $1.4M 273k 5.02
Oric Pharmaceuticals (ORIC) 0.3 $1.2M 141k 8.18
Accuray Incorporated (ARAY) 0.3 $1.2M 1.4M 0.82
Erasca (ERAS) 0.2 $947k 254k 3.72
Polypid (PYPD) 0.2 $902k 208k 4.34
Inspire Med Sys (INSP) 0.2 $793k 8.6k 92.23
Adicet Bio Com New (ACET) 0.2 $790k 94k 8.42
Foghorn Therapeutics (FHTX) 0.2 $685k 127k 5.40
Biontech Se Sponsored Ads (BNTX) 0.2 $666k 7.0k 95.20
Neurogene (NGNE) 0.1 $576k 28k 20.60
Fate Therapeutics (FATE) 0.1 $540k 550k 0.98
Health Sciences Acq Corp 2 (OBIO) 0.1 $526k 127k 4.15
Bicycle Therapeutics Sponsored Ads (BCYC) 0.1 $457k 65k 7.08
Compugen Ord (CGEN) 0.1 $417k 272k 1.53
Karyopharm Therapeutics Com New (KPTI) 0.1 $375k 51k 7.36
Ultragenyx Pharmaceutical (RARE) 0.1 $368k 16k 23.00
Autolus Therapeutics Spon Ads (AUTL) 0.1 $357k 179k 1.99
Adc Therapeutics Sa SHS (ADCT) 0.1 $272k 77k 3.53
Brainsway Sponsored Ads (BWAY) 0.1 $247k 13k 19.02
Perspective Therapeutics Com New (CATX) 0.0 $138k 50k 2.75