SEC 13F Intelligence

Dafna Capital Management LLC / RCUS

Dafna Capital Management LLC’s Arcus Biosciences Inc Position

Does Dafna Capital Management LLC own Arcus Biosciences Inc (RCUS)? Yes443.8K shares worth $10M (+2.18% of its 13F portfolio) as of Q1 2026, up from 431.3K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
443.8K
% of Portfolio
+2.18%
Quarters Held
25
currently held

Position History RCUS

Reported value by quarter
Q1 ’20: $386,000Q1 ’20Q2 ’20: $2MQ3 ’20: $1MQ4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $3MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $5MQ3 ’22: $5MQ4 ’22: $3MQ1 ’23: $3MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ4 ’24: $4MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $9MQ4 ’25: $10MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026443.8K$10M+2.18%
Q4 2025431.3K$10M+2.39%
Q3 2025627.6K$9M+2.11%
Q2 2025627.6K$5M+1.41%
Q1 2025625.1K$5M+1.39%
Q4 2024254.2K$4M+0.96%
Q3 2024256.7K$4M+0.93%
Q2 2024253.2K$4M+0.92%
Q1 2024231.7K$4M+1.00%
Q4 2023232.7K$4M+1.07%
Q3 2023222.7K$4M+1.24%
Q2 2023225.7K$5M+1.25%
Q1 2023175.2K$3M+0.96%
Q4 2022142.2K$3M+0.83%
Q3 2022178.7K$5M+1.26%
Q2 2022187.7K$5M+1.30%
Q1 2022145.2K$5M+1.19%
Q4 2021117.2K$5M+1.19%
Q3 2021123.7K$4M+1.14%
Q2 2021119.7K$3M+0.69%
Q1 202157.6K$2M+0.38%
Q4 202049.6K$1M+0.38%
Q3 202072.1K$1M+0.40%
Q2 202072.1K$2M+0.51%
Q1 202027.8K$386,000+0.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dafna Capital Management LLC’s full portfolio or all institutional holders of RCUS.