DCM

DAFNA Capital Management Portfolio holdings

AUM $405M
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$3.1M
3
+$2.39M
4
BPMC
Blueprint Medicines
BPMC
+$2.16M
5
MRSN icon
Mersana Therapeutics
MRSN
+$2.12M

Top Sells

1
+$25.4M
2
+$8.93M
3
+$3.87M
4
ARGX icon
argenx
ARGX
+$2.83M
5
KURA icon
Kura Oncology
KURA
+$1.86M

Sector Composition

1 Healthcare 88.92%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-21,500
77
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-17,000
78
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-390
79
– –
-14,500
80
– –
-105,656
81
– –
-228,939
82
– –
-27,500
83
– –
-66,250
84
– –
-312,119
85
– –
-181,675
1 2 3
4