DAFNA Capital Management LLC
Net seller this quarter
$524M
86
-$8.92M
52.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RVMD | $105M | 20.09% | 0.26% | -3.1% | Q4 2020 |
 CMPS | $28.5M | 5.43% | 1.48% | -16.8% | Q1 2022 |
 STXS | $23.5M | 4.49% | 14.00% | Not reported | Q2 2013 |
 NKTR | $22.2M | 4.24% | 1.56% | +92.8% | Q2 2025 |
 DNLI | $19M | 3.62% | 0.46% | +132.0% | Q1 2025 |
 IDYA | $18.5M | 3.53% | 0.52% | +4.3% | Q3 2020 |
 ATRC | $16.7M | 3.19% | 1.17% | Not reported | Q2 2013 |
 XENE | $15.1M | 2.89% | 0.26% | Not reported | Q3 2015 |
 CYTK | $14.7M | 2.79% | 0.14% | -20.9% | Q4 2015 |
 RCUS | $13.6M | 2.60% | 0.35% | -0.5% | Q1 2018 |
 ASND | $12.9M | 2.47% | 0.08% | +109.1% | Q1 2015 |
 NBIX | $9.74M | 1.86% | 0.06% | -18.2% | Q3 2014 |
 AXGN | $9.65M | 1.84% | 0.39% | -16.4% | Q4 2021 |
 PODD | $9.42M | 1.80% | 0.09% | +469.2% | Q2 2013 |
 EWTX | $9.22M | 1.76% | 0.21% | +102.1% | Q1 2022 |
| BCAX | $8.46M | 1.61% | 0.43% | -32.4% | Q4 2024 |
 SNDX | $7.33M | 1.40% | 0.38% | +54.2% | Q2 2020 |
 MPLT | $6.13M | 1.17% | 0.38% | Not reported | Q4 2025 |
 LRMR | $6.12M | 1.17% | 1.93% | -1.0% | Q2 2020 |
 IPSC | $5.88M | 1.12% | 1.33% | -1.4% | Q2 2021 |
 DXCM | $5.81M | 1.11% | 0.02% | Not reported | Q3 2017 |
 IMVT | $5.76M | 1.10% | 0.07% | -0.7% | Q3 2023 |
 INGN | $5.45M | 1.04% | 3.16% | Not reported | Q1 2019 |
 TNDM | $5.36M | 1.02% | 0.51% | Not reported | Q1 2015 |
 ALKS | $5.31M | 1.01% | 0.06% | -27.4% | Q2 2024 |
 STOK | $4.28M | 0.82% | 0.21% | Not reported | Q1 2024 |
 ALLO | $4.16M | 0.79% | 0.58% | +46.0% | Q2 2024 |
 BCRX | $4M | 0.76% | 0.16% | -7.0% | Q3 2014 |
 LKFT | $3.9M | 0.74% | 0.20% | Not reported | Q3 2015 |
 KIDS | $3.62M | 0.69% | 0.74% | +97.7% | Q1 2026 |
 HELP | $3.4M | 0.65% | 1.00% | +3.2% | Q4 2025 |
 RAPP | $3.13M | 0.60% | 0.16% | Not reported | Q3 2025 |
 KYMR | $3.1M | 0.59% | 0.03% | New | Q2 2026 |
 PRQR | $2.85M | 0.54% | 1.45% | -2.4% | Q4 2017 |
 NGNE | $2.8M | 0.53% | 0.56% | +57.2% | Q2 2024 |
 ANL | $2.75M | 0.53% | Not reported | New | Q2 2026 |
 PRCT | $2.71M | 0.52% | 0.21% | Not reported | Q2 2023 |
 AQST | $2.69M | 0.51% | 0.51% | +75.3% | Q1 2024 |
 CLDX | $2.55M | 0.49% | 0.09% | Not reported | Q3 2025 |
 GPCR | $2.5M | 0.48% | 0.02% | Not reported | Q2 2024 |
 ALGN | $2.36M | 0.45% | 0.02% | -6.7% | Q4 2024 |
 VKTX | $2.32M | 0.44% | 0.05% | Not reported | Q4 2018 |
 NGEN | $2.16M | 0.41% | 1.32% | New | Q2 2026 |
 BHVN | $2.05M | 0.39% | 0.09% | -83.7% | Q2 2018 |
 MAZE | $1.94M | 0.37% | 0.12% | +85.7% | Q1 2026 |
 ALEC | $1.83M | 0.35% | 0.81% | Not reported | Q1 2019 |
 LXEO | $1.76M | 0.33% | 0.48% | Not reported | Q3 2024 |
 PROF | $1.73M | 0.33% | 0.71% | -1.0% | Q4 2025 |
 RNA | $1.72M | 0.33% | 0.75% | New | Q2 2026 |
 ANNX | $1.7M | 0.32% | 0.20% | +152.8% | Q3 2021 |
| Q1 2026 | |||||
| RVMD | $56.5M | 12.85% | 0.29% | -3.9% | Q4 2020 |
| STXS | $25.2M | 5.73% | 14.07% | Not reported | Q2 2013 |
| DAWN | $21M | 4.77% | 0.95% | -2.1% | Q2 2023 |
| ATRC | $17M | 3.88% | 1.18% | Not reported | Q2 2013 |
| IDYA | $15.9M | 3.61% | 0.54% | -5.9% | Q3 2020 |
| XENE | $14.6M | 3.32% | 0.26% | -12.9% | Q3 2015 |
| CYTK | $14.3M | 3.26% | 0.18% | -41.4% | Q4 2015 |
| CMPS | $13.4M | 3.04% | 1.79% | +198.2% | Q1 2022 |
| NKTR | $11.9M | 2.70% | 0.81% | +120.2% | Q2 2025 |
| RCUS | $9.59M | 2.18% | 0.35% | +2.9% | Q1 2018 |
| NBIX | $9.3M | 2.12% | 0.07% | Not reported | Q3 2014 |
| LRMR | $9.13M | 2.08% | 1.95% | +116.1% | Q2 2020 |
| BCAX | $8.39M | 1.91% | 0.64% | +61.2% | Q4 2024 |
| AXGN | $8.28M | 1.88% | 0.47% | -47.6% | Q4 2021 |
| BHVN | $7.15M | 1.63% | 0.56% | -11.5% | Q2 2018 |
| TNDM | $6.81M | 1.55% | 0.52% | Not reported | Q1 2015 |
| DNLI | $6.12M | 1.39% | 0.20% | Not reported | Q1 2025 |
| IPSC | $5.5M | 1.25% | 1.35% | -12.9% | Q2 2021 |
| DXCM | $5.42M | 1.23% | 0.02% | -2.3% | Q3 2017 |
| KALV | $5.38M | 1.22% | 0.52% | -25.1% | Q3 2018 |
| ASND | $5.3M | 1.21% | 0.04% | -17.7% | Q1 2015 |
 MBX | $5.24M | 1.19% | 0.37% | +6.2% | Q3 2025 |
| INGN | $5.22M | 1.19% | 3.09% | +2.2% | Q1 2019 |
| SNDX | $5.08M | 1.16% | 0.25% | -21.8% | Q2 2020 |
| ALKS | $4.93M | 1.12% | 0.08% | +7.1% | Q2 2024 |
| STOK | $4.26M | 0.97% | 0.21% | +20.2% | Q1 2024 |
| BCRX | $4.1M | 0.93% | 0.17% | +2.9% | Q3 2014 |
| LKFT | $3.91M | 0.89% | 0.20% | Not reported | Q3 2015 |
| IMVT | $3.74M | 0.85% | 0.07% | Not reported | Q3 2023 |
| EWTX | $3.54M | 0.80% | 0.10% | -29.7% | Q1 2022 |
| MPLT | $3.48M | 0.79% | 0.38% | +19.0% | Q4 2025 |
| ALLO | $3.34M | 0.76% | 0.56% | -0.7% | Q2 2024 |
| PRCT | $3M | 0.68% | 0.21% | Not reported | Q2 2023 |
| ALGN | $2.57M | 0.58% | 0.02% | -6.3% | Q4 2024 |
| PRQR | $2.54M | 0.58% | 1.49% | Not reported | Q4 2017 |
| HELP | $2.39M | 0.54% | 0.97% | +9.5% | Q4 2025 |
| RAPP | $2.35M | 0.53% | 0.16% | Not reported | Q3 2025 |
| PODD | $2.28M | 0.52% | 0.02% | +58.2% | Q2 2013 |
| GPCR | $2.24M | 0.51% | 0.02% | +25.7% | Q2 2024 |
 IMTX | $2.22M | 0.51% | 0.17% | -13.5% | Q4 2023 |
| CLDX | $2.17M | 0.49% | 0.10% | Not reported | Q3 2025 |
| LXEO | $2.16M | 0.49% | 0.51% | +10.6% | Q3 2024 |
| ALEC | $1.95M | 0.44% | 0.82% | Not reported | Q1 2019 |
| VKTX | $1.94M | 0.44% | 0.05% | Not reported | Q4 2018 |
 KURA | $1.92M | 0.44% | 0.27% | Not reported | Q3 2017 |
| PROF | $1.7M | 0.39% | 0.72% | -8.0% | Q4 2025 |
 FULC | $1.57M | 0.36% | 0.31% | New | Q1 2026 |
| AQST | $1.53M | 0.35% | 0.30% | -2.0% | Q1 2024 |
 MDWD | $1.52M | 0.35% | 0.74% | -16.9% | Q3 2022 |
| KIDS | $1.52M | 0.35% | 0.38% | New | Q1 2026 |
| Q4 2025 | |||||
| RVMD | $48.1M | 11.18% | 0.31% | -8.0% | Q4 2020 |
| STXS | $31.5M | 7.31% | 14.66% | Not reported | Q2 2013 |
| ATRC | $23.6M | 5.49% | 1.20% | +0.9% | Q2 2013 |
| CYTK | $23.6M | 5.48% | 0.30% | -6.1% | Q4 2015 |
| IDYA | $17.5M | 4.07% | 0.58% | -6.2% | Q3 2020 |
| AXGN | $15.6M | 3.63% | 1.01% | -35.8% | Q4 2021 |
| XENE | $12.9M | 3.00% | 0.36% | Not reported | Q3 2015 |
| BHVN | $10.8M | 2.51% | 0.72% | +306.1% | Q2 2018 |
| RCUS | $10.3M | 2.39% | 0.34% | -31.3% | Q1 2018 |
| NBIX | $10M | 2.33% | 0.07% | Not reported | Q3 2014 |
| DAWN | $9.31M | 2.16% | 0.97% | Not reported | Q2 2023 |
| TNDM | $7.81M | 1.81% | 0.52% | Not reported | Q1 2015 |
| ASND | $6.01M | 1.40% | 0.05% | -15.1% | Q1 2015 |
| DXCM | $5.86M | 1.36% | 0.02% | +34.7% | Q3 2017 |
| SNDX | $5.84M | 1.36% | 0.32% | -44.5% | Q2 2020 |
| KALV | $5.76M | 1.34% | 0.70% | -15.6% | Q3 2018 |
| CMPS | $5.6M | 1.30% | 0.84% | Not reported | Q1 2022 |
| INGN | $5.56M | 1.29% | 3.04% | +36.6% | Q1 2019 |
| DNLI | $5.26M | 1.22% | 0.20% | +89.0% | Q1 2025 |
| MBX | $5.21M | 1.21% | 0.37% | +94.4% | Q3 2025 |
| BCAX | $4.4M | 1.02% | 0.46% | -17.5% | Q4 2024 |
| LKFT | $4.26M | 0.99% | 0.20% | Not reported | Q3 2015 |
| ATXS | $3.99M | 0.93% | 0.53% | -4.7% | Q1 2023 |
| EWTX | $3.96M | 0.92% | 0.15% | -25.3% | Q1 2022 |
| IMVT | $3.83M | 0.89% | 0.07% | -21.4% | Q3 2023 |
| PRCT | $3.78M | 0.88% | 0.21% | Not reported | Q2 2023 |
| HELP | $3.72M | 0.86% | 2.11% | New | Q4 2025 |
| ALKS | $3.64M | 0.85% | 0.08% | -3.3% | Q2 2024 |
| LRMR | $3.58M | 0.83% | 1.13% | -8.6% | Q2 2020 |
| STOK | $3.46M | 0.80% | 0.18% | -35.9% | Q1 2024 |
| LXEO | $3.38M | 0.79% | 0.47% | -4.8% | Q3 2024 |
| BCRX | $3.26M | 0.76% | 0.20% | +91.6% | Q3 2014 |
| NKTR | $3.17M | 0.74% | 0.37% | +36.4% | Q2 2025 |
| PRQR | $3.17M | 0.74% | 1.49% | Not reported | Q4 2017 |
| IPSC | $2.78M | 0.65% | 3.19% | +63.9% | Q2 2021 |
| IMTX | $2.74M | 0.64% | 0.19% | +11.1% | Q4 2023 |
| GPCR | $2.57M | 0.60% | 0.02% | -37.3% | Q2 2024 |
| MPLT | $2.53M | 0.59% | 0.33% | New | Q4 2025 |
| ALGN | $2.5M | 0.58% | 0.02% | +45.5% | Q4 2024 |
| KURA | $2.45M | 0.57% | 0.27% | -49.1% | Q3 2017 |
| AQST | $2.43M | 0.56% | 0.31% | -26.7% | Q1 2024 |
| RAPP | $2.28M | 0.53% | 0.16% | Not reported | Q3 2025 |
| PROF | $2.25M | 0.52% | 0.79% | New | Q4 2025 |
 SPRY | $2.21M | 0.51% | 0.19% | +35.3% | Q4 2023 |
| MDWD | $2.1M | 0.49% | 0.89% | Not reported | Q3 2022 |
| VKTX | $2.09M | 0.49% | 0.05% | -7.8% | Q4 2018 |
| PODD | $1.95M | 0.45% | 0.01% | Not reported | Q2 2013 |
| ALLO | $1.89M | 0.44% | 0.60% | Not reported | Q2 2024 |
| CLDX | $1.86M | 0.43% | 0.10% | +179.5% | Q3 2025 |
 TELA | $1.7M | 0.39% | 3.24% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| STXS | $42.5M | 10.51% | 15.09% | Not reported | Q2 2013 |
| RVMD | $30.7M | 7.58% | 0.35% | -3.0% | Q4 2020 |
| CYTK | $21.7M | 5.36% | 0.33% | -0.8% | Q4 2015 |
| ATRC | $20.9M | 5.16% | 1.19% | Not reported | Q2 2013 |
| MRUS | $20.8M | 5.13% | 0.29% | -44.7% | Q1 2021 |
| IDYA | $14.7M | 3.63% | 0.62% | -12.8% | Q3 2020 |
| AXGN | $13.2M | 3.27% | 1.61% | +0.1% | Q4 2021 |
| XENE | $11.6M | 2.86% | 0.37% | Not reported | Q3 2015 |
| NBIX | $9.91M | 2.45% | 0.07% | Not reported | Q3 2014 |
| RCUS | $8.54M | 2.11% | 0.59% | Not reported | Q1 2018 |
| SNDX | $7.7M | 1.90% | 0.58% | -7.9% | Q2 2020 |
| DAWN | $7.04M | 1.74% | 0.97% | +13.7% | Q2 2023 |
| ASND | $6.6M | 1.63% | 0.05% | -54.4% | Q1 2015 |
| KALV | $5.15M | 1.27% | 0.84% | -27.3% | Q3 2018 |
| BCAX | $5.01M | 1.24% | 0.58% | Not reported | Q4 2024 |
| INGN | $4.95M | 1.22% | 2.23% | Not reported | Q1 2019 |
| CMPS | $4.65M | 1.15% | 0.84% | Not reported | Q1 2022 |
| LKFT | $4.51M | 1.11% | 0.20% | Not reported | Q3 2015 |
| DXCM | $4.41M | 1.09% | 0.02% | Not reported | Q3 2017 |
| TNDM | $4.31M | 1.07% | 0.52% | +20.7% | Q1 2015 |
| KURA | $4.1M | 1.01% | 0.53% | Not reported | Q3 2017 |
| ALKS | $4.04M | 1.00% | 0.08% | +29.9% | Q2 2024 |
| STOK | $3.99M | 0.99% | 0.31% | -66.2% | Q1 2024 |
| SLNO | $3.58M | 0.89% | 0.10% | Not reported | Q2 2020 |
| BHVN | $3.53M | 0.87% | 0.22% | Not reported | Q2 2018 |
| EWTX | $3.47M | 0.86% | 0.20% | -10.3% | Q1 2022 |
| PRQR | $3.34M | 0.82% | 1.49% | Not reported | Q4 2017 |
| LRMR | $3.32M | 0.82% | 1.20% | +176.7% | Q2 2020 |
 CMPX | $3.31M | 0.82% | 0.53% | +79.8% | Q4 2021 |
 MLYS | $3.17M | 0.78% | 0.11% | -77.5% | Q4 2023 |
| NKTR | $3.13M | 0.77% | 0.28% | +450.0% | Q2 2025 |
| IMVT | $3.09M | 0.76% | 0.11% | Not reported | Q3 2023 |
 KRRO | $2.91M | 0.72% | 0.65% | +5.4% | Q1 2025 |
| AQST | $2.87M | 0.71% | 0.42% | +261.0% | Q1 2024 |
| DNLI | $2.45M | 0.60% | 0.11% | Not reported | Q1 2025 |
| LXEO | $2.38M | 0.59% | 0.65% | -5.3% | Q3 2024 |
| ALEC | $2.36M | 0.58% | 0.74% | -12.6% | Q1 2019 |
| ATXS | $2.33M | 0.58% | 0.57% | -1.5% | Q1 2023 |
| RAPP | $2.23M | 0.55% | 0.16% | New | Q3 2025 |
| TELA | $2.15M | 0.53% | 3.57% | Not reported | Q4 2024 |
| PODD | $2.12M | 0.52% | 0.01% | -30.6% | Q2 2013 |
| MDWD | $2.05M | 0.51% | 1.05% | +76.2% | Q3 2022 |
 ARAY | $2.04M | 0.50% | 1.08% | Not reported | Q2 2019 |
| IMTX | $2M | 0.49% | 0.19% | -4.1% | Q4 2023 |
| ALLO | $1.71M | 0.42% | 0.62% | Not reported | Q2 2024 |
| VKTX | $1.7M | 0.42% | 0.06% | Not reported | Q4 2018 |
| BCRX | $1.66M | 0.41% | 0.10% | Not reported | Q3 2014 |
| GPCR | $1.65M | 0.41% | 0.03% | Not reported | Q2 2024 |
| MBX | $1.49M | 0.37% | 0.19% | New | Q3 2025 |
| SPRY | $1.41M | 0.35% | 0.14% | Not reported | Q4 2023 |