Institutional Manager · CIK 0002011385
Catalys Pacific, LLC
Tokyo, M0 · File #028-23817
Latest AUM
$310.5M
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Mineralys Therapeutics, Inc. | MLYS | -1,000,000 | -$36.3M | -$14.5M |
| ADD | Phathom Pharmaceuticals, Inc. | PHAT | +261,900 | +$4.3M | +$5.6M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $310.5M
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $351.4M
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $131.7M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 20252 pos · $148.7M
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $148.7M
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $115.9M
- 13F HOLDINGS REPORTQ/E Sep 20243 pos · $125.4M
- 13F HOLDINGS REPORTQ/E Jun 20243 pos · $132.5M
- 13F HOLDINGS REPORTQ/E Mar 20243 pos · $148.1M
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Mineralys Therapeutics, Inc. | MLYS | 7,903,838 | $286.8M | 92.37% |
| 2 | Phathom Pharmaceuticals, Inc. | PHAT | 1,429,014 | $23.7M | 7.63% |