13F Pro

Catalys Pacific, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011385
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$230.7M

Holdings

2

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Catalys Pacific, LLC disclosed 2 positions worth $230.7M in its Form 13F-HR for Q1 2026, led by $MLYS (Mineralys Therapeutics, Inc.) at 92.8% of the equity portfolio, followed by $PHAT. The portfolio is most concentrated in Healthcare (100.0% of disclosed assets). All figures are sourced directly from Catalys Pacific, LLC’s Form 13F-HR filing with the SEC under CIK 2011385.

AI Fund Analysis

Stable
MLYS$MLYS
92.8% weight
Held 6 quarters
PHAT$PHAT
7.2% weight
Held 6 quarters
PHAT$PHAT
2 quarters accumulating

Sector Allocation

Healthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of Catalys Pacific, LLC's 2 positions.

Showing top 2 of 2 holdings.

Sector Allocation

Healthcare

$230.7M

Full Holdings — Catalys Pacific, LLC (Q1 2026)

All 2 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1MLYS$MLYSMineralys Therapeutics, Inc.$214.1M92.8%+0%—
2PHAT$PHATPhathom Pharmaceuticals, Inc.$16.6M7.2%+5%32.5

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AI-Powered Hedge Fund Analysis: Catalys Pacific, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Catalys Pacific, LLC (SEC CIK: 2011385), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Catalys Pacific, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.