# Catalys Pacific, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2011385. Source: https://holderbook.com/funds/2011385-catalys-pacific-llc/

- Reported value: $229.5M
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2026-08-05

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| MINERALYS THERAPEUTICS INC | [MLYS](https://holderbook.com/stocks/MLYS/) | $213.2M | 7,903,838 | 92.9% | 11 |
| PHATHOM PHARMACEUTICALS INC | [PHAT](https://holderbook.com/stocks/PHAT/) | $16.2M | 1,493,854 | 7.1% | 11 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $229.5M | 2 |
| Q1 2026 | $230.7M | 2 |
| Q4 2025 | $310.5M | 2 |
| Q3 2025 | $351.4M | 2 |
| Q2 2025 | $131.7M | 2 |
| Q1 2025 | $148.7M | 2 |
| Q4 2024 | $115.9M | 2 |
| Q3 2024 | $125.4M | 3 |
| Q2 2024 | $132.5M | 3 |
| Q1 2024 | $148.1M | 3 |
| Q4 2023 | $106.7M | 3 |