DAFNA Capital Management LLC
Annual return '25
+22.8%
SPY '25
+17.7%
Alpha
+5.1ptsvs SPY
Invested
$439.6M
Holdings
83
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RVMD
REVOLUTION MEDICINES INC
Q3 2025: Sold 3.0% (677.2k → 657.2k shares)
12.8%
02
$XBI
SPDR S&P BIOTECH ETF
Q1 2026: New position (12.5k shares)
9.3%
03
$STXS
STEREOTAXIS INC
Q4 2024: New position (13.68M shares)
5.7%
04
$DAWN
DAY ONE BIOPHARMACEUTICALS I
Q3 2025: Increased +13.7% (879.2k → 999.2k shares)
4.8%
05
$ATRC
ATRICURE INC
Q1 2025: Sold 7.7% (641.7k → 592.3k shares)
3.9%
06
$IDYA
IDEAYA BIOSCIENCES INC
Q3 2025: Sold 12.8% (619.1k → 539.9k shares)
3.6%
07
$XENE
XENON PHARMACEUTICALS INC
Q2 2025: Increased +5.2% (273.7k → 287.9k shares)
3.3%
08
$CYTK
CYTOKINETICS INC
Q3 2025: Sold 0.8% (398.1k → 394.9k shares)
3.3%
09
$CMPS
COMPASS PATHWAYS PLC
Q2 2025: Increased +14.1% (711.0k → 811.0k shares)
3.0%
10
$NKTR
NEKTAR THERAPEUTICS
Q3 2025: Increased +450.0% (10.0k → 55.0k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:54 UTC.