DOSSIER · 13F-HR · Q1 2026

Catalys Pacific, LLC

Catalys Pacific's holding co. based in Chicago, IL $231M in tracked AUM across 2 positions as of Q1 2026.

CP
Catalys Pacific·Chicago, IL·Holding Co.
CIK 0002011385 · last filed Mar 31, 2026
Total AUM
$231M
18.7%
vs prior
Holdings
2
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Catalys Pacific, LLC’s 13F filing for the period ending September 30, 2025, reveals a dramatic transformation in the firm's portfolio structure and risk profile. The total portfolio value plummeted by 89.6%, decreasing from $131.66 million in the previous quarter to $13.74 million. This drastic reduction in assets under management (AUM) suggests a significant liquidity event, such as a large capital return to investors, or a substantial pivot in strategy.

Fur...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MLYS
Mineralys Therapeutics, Inc.
$214M7.9M92.8%
02
PHAT
Phathom Pharmaceuticals, Inc.
$17M1.5M7.2%

Filing history

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