Catalys Pacific, LLC
•CIK: 2011385•Filing: Q4 2025
**Catalys Pacific, LLC** manages $311M across a concentrated portfolio of two key positions. The fund exhibits a significant overweighting in MLYS, representing $286.8M of its total assets. A secondary, yet notable, holding is PHAT, valued at $23.7M. This structure suggests a highly concentrated, conviction-driven investment approach within its current mandate.
Total AUM
$310.5M
QoQ Performance
-11.6%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
MLYS
PHAT
MLYS92.4%
PHAT7.6%
📈 Biggest Buys
PHAT
Phathom Pharmaceuticals, Inc.
+22.4%
7.6% of portfolio
📉 Biggest Sells
MLYS
Mineralys Therapeutics, Inc.
-11.2%
92.4% of portfolio
Sector Breakdown
Other100.0%
Changes from Q3 2025
↑1 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023