Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DAFNA Capital Management LLC (CIK 1389933) reported $439.6M across 81 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RVMD ($56.5M, 12.85%), XBI ($40.7M, 9.25%), STXS ($25.2M, 5.73%), DAWN ($21.0M, 4.77%), ATRC ($17.0M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RVMD | REVOLUTION MEDICINES INC | $56.5M | 12.85% | 580,678 | Trimmed |
| 2 | XBI | SPDR S&P BIOTECH ETF | $40.7M | 9.25% | 318,505 | Trimmed |
| 3 | STXS | STEREOTAXIS INC | $25.2M | 5.73% | 13.7M | Hold |
| 4 | DAWN | DAY ONE BIOPHARMACEUTICALS I | $21.0M | 4.77% | 978,463 | Trimmed |
| 5 | ATRC | ATRICURE INC | $17.0M | 3.88% | 597,431 | Hold |
| 6 | IDYA | IDEAYA BIOSCIENCES INC | $15.9M | 3.61% | 476,740 | Trimmed |
| 7 | XENE | XENON PHARMACEUTICALS INC | $14.6M | 3.32% | 250,772 | Trimmed |
| 8 | CYTK | CYTOKINETICS INC | $14.3M | 3.26% | 217,497 | Trimmed |
| 9 | CMPS | COMPASS PATHWAYS PLC | $13.4M | 3.04% | 2.4M | Added |
| 10 | NKTR | NEKTAR THERAPEUTICS | $11.9M | 2.70% | 165,178 | Added |
| 11 | IBB | ISHARES NASDAQ BIOTECH INDX | $10.5M | 2.39% | 62,095 | Trimmed |
| 12 | RCUS | ARCUS BIOSCIENCES INC | $9.6M | 2.18% | 443,829 | Added |
| 13 | NBIX | NEUROCRINE BIOSCIENCES INC | $9.3M | 2.12% | 70,615 | Hold |
| 14 | LRMR | LARIMAR THERAPEUTICS INC | $9.1M | 2.08% | 2.0M | Added |
| 15 | BCAX | BICARA THERAPEUTICS INC | $8.4M | 1.91% | 421,733 | Added |
| 16 | AXGN | AXOGEN INC | $8.3M | 1.88% | 249,960 | Trimmed |
| 17 | BHVN | BIOHAVEN LTD | $7.2M | 1.63% | 845,735 | Trimmed |
| 18 | TNDM | TANDEM DIABETES CARE INC | $6.8M | 1.55% | 355,208 | Hold |
| 19 | DNLI | DENALI THERAPEUTICS INC | $6.1M | 1.39% | 318,500 | Hold |
| 20 | ASND | ASCENDIS PHARMA A/S | $5.9M | 1.35% | 4.0M | Hold |
| 21 | IPSC | CENTURY THERAPEUTICS INC | $5.5M | 1.25% | 2.4M | Trimmed |
| 22 | DXCM | DEXCOM INC | $5.4M | 1.23% | 86,279 | Trimmed |
| 23 | KALV | KALVISTA PHARMACEUTICALS INC | $5.4M | 1.22% | 267,402 | Trimmed |
| 24 | ASND | ASCENDIS PHARMA A/S | $5.3M | 1.21% | 23,177 | Trimmed |
| 25 | INGN | INOGEN INC | $5.2M | 1.19% | 845,179 | Added |
Source: SEC Form 13F filings · as of 2026-03-31