Catalys Pacific, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Catalys Pacific, LLC reported 3 stock positions worth $132.5 million. Its top holding was Mineralys Therapeutics (MLYS) at 81.2% of the portfolio, followed by Hillevax (HLVX, 13.2%) and Phathom Pharmaceuticals (PHAT, 5.6%). Compared with Q1 2024, it reduced 1. The biggest sale was Hillevax (HLVX, shares −8%).

Most Recent 13F
Q2 2026
Location
TOKYO, M0
CIK
0002011385
Portfolio Value
$132.5M (Q2 2024)
SEC Filing
0001104659-24-088833 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $148.1M Q1 2024 Q2 2024: $132.5M $132.5M Q2 2024 Q3 2024: $125.4M Q3 2024 Q4 2024: $115.9M Q4 2024 Q1 2025: $148.7M Q1 2025 Q2 2025: $131.7M Q2 2025 Q3 2025: $351.4M Q3 2025 Q4 2025: $310.5M Q4 2025 Q1 2026: $230.7M Q1 2026 Q2 2026: $229.5M Q2 2026

Holdings 3 stocks · $132.5M
MLYS Mineralys Therapeutics Inc. 81.19% 9,194,579 $107.6M No change
HLVX Hillevax Inc. 13.19% 1,208,974 $17.5M Reduce -7.6%
PHAT Phathom Pharmaceuticals Inc. 5.61% 721,962 $7.4M No change

Portfolio Sells Q1 2024 → Q2 2024
HLVX Hillevax Inc. Reduce -7.6% 13.19% −1.50

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$229.5MMLYS, PHAT
Q1 2026 2$230.7MMLYS, PHAT
Q4 2025 2$310.5MMLYS, PHAT
Q3 2025 2$351.4MMLYS, PHAT
Q2 2025 2$131.7MMLYS, PHAT
Q1 2025Amended 2$148.7MMLYS, PHAT
Q4 2024 2$115.9MMLYS, PHAT
Q3 2024 3$125.4MMLYS, PHAT, HLVX
Q2 2024 3$132.5MMLYS, HLVX, PHAT
Q1 2024 3$148.1MMLYS, HLVX, PHAT