Catalys Pacific, LLC — Q4 2025 13F-HR

← Catalys Pacific, LLC

Q4 2025 · 13F-HR

Catalys Pacific, LLCholdings as filed

Filed 2026-02-10 · accession 0001104659-26-012485

$310.5M

Reported value

Positions

2025-12-31

Period end

View analyzed profile →PRO

The Brief · Catalys Pacific, LLC · Q4 2025

AI · grounded in 13F

Catalys Pacific, LLC increased its position in Phathom Pharmaceuticals, Inc. PHAT by 22.44%. The fund also trimmed its holding in Mineralys Therapeutics, Inc. MLYS by 11.23%. Total assets under management for the period ended December 31, 2025, stood at $310,537,623 across two positions.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
603170101	MLYS	Mineralys Therapeutics, Inc.	$286.8M	92.4%	7,903,838	Common	SOLE
71722W107	PHAT	Phathom Pharmaceuticals, Inc.	$23.7M	7.63%	1,429,014	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.