Catalys Pacific, LLC — 13F Holdings & Portfolio

CIK 2011385 · latest 13F-HR filed 2026-08-05

Catalys Pacific, LLC manages $229.5M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MLYS (92.94%), PHAT (7.06%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
VORT MINAMIAOYAMA III 4F
8-14, MINAMI-AOYAMA 3-CHOME, MINATO-KU
TOKYO 107-0062
Phone
81-50-1744-2996
Filing Manager
Catalys Pacific, LLC
TOKYO, M0
Signatory
Brian Taylor Slingsby
Managing Director
Loading holdings…
AUM

$229.5M

Long-equity book

Holdings

2

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • No decreased positions.
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New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Mineralys Therapeutics, Inc. MLYS 603170101 $213.2M 92.94% 7,903,838 SH
2 Phathom Pharmaceuticals, Inc. PHAT 71722W107 $16.2M 7.06% 1,493,854 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $229.5M 2 0001104659-26-090867
2026-03-31 2026-05-14 $230.7M 2 0001104659-26-060911
2025-12-31 2026-02-10 $310.5M 2 0001104659-26-012485
2025-09-30 2025-11-14 $351.4M 2 0001104659-25-112029