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Catalys Pacific, LLC

13F filer · CIK 0002011385
Reported Aug 5, 2026
13F portfolio value$229MU.S. long equity reported on 13F
Positions20 new · 0 closed
Net flow last quarter$0Buys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 5, 20262 positions
MLYSMineralys Therapeutics, Inc.$213M92.94%8.95%Not reportedQ4 2023
PHATPhathom Pharmaceuticals, Inc.$16.2M7.06%1.87%Not reportedQ4 2023
Q1 2026Reported May 14, 20262 positions
MLYSMineralys Therapeutics, Inc.$214M92.81%9.59%Not reportedQ4 2023
PHATPhathom Pharmaceuticals, Inc.$16.6M7.19%1.88%+4.5%Q4 2023
Q4 2025Reported Feb 10, 20262 positions
MLYSMineralys Therapeutics, Inc.$287M92.37%9.69%-11.2%Q4 2023
PHATPhathom Pharmaceuticals, Inc.$23.7M7.63%2.00%+22.4%Q4 2023
Q3 2025Reported Nov 14, 20252 positions
MLYSMineralys Therapeutics, Inc.$338M96.09%11.28%Not reportedQ4 2023
PHATPhathom Pharmaceuticals, Inc.$13.7M3.91%1.64%Not reportedQ4 2023
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