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Portfolio (Quarterly) Guide ↗

Catalys Pacific, LLC

· CIK 0002011385
13F Portfolio $311M AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MLYS Mineralys Therapeutics, Inc. Healthcare 7,903,838.0 $286.8M 92.37% NEW $36.29 -16.8%
2 PHAT Phathom Pharmaceuticals, Inc. Healthcare 1,429,014.0 $23.7M 7.63% NEW $16.59 -33.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 100.0%