Dafna Capital Management LLC - Q42025 Holdings

Dafna Capital Management LLC holds 77 stocks with a total portfolio value of $ 430.52M as of Q42025. In Q42025, Dafna Capital Management LLC added 12 new positions, increased stakes in 16 stocks, reduced 29 holdings, and fully exited 10 positions. The largest holding is Revolution Medicines Inc (RVMD), representing 11.18% of the total portfolio.