Back to Lion Point Capital, LP
Q2 2026 13F filing
Updated 30 days ago35 disclosed positions worth $20.9M
Portfolio value
$20.9M
Total holdings
35
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A CUE BIOPHARMA INC | $1.7M | 52.9K | 7.99% | — |
| 2 | P PRAX PRAXIS PRECISION MEDICINES I | $1.5M | 4.5K | 7.13% | — |
| 3 | M MLTX MOONLAKE IMMUNOTHERAPEUTICS | $1.3M | 67.5K | 6.29% | — |
| 4 | F FENC FENNEC PHARMACEUTICALS INC | $1.2M | 112.4K | 5.78% | — |
| 5 | R RPRX ROYALTY PHARMA PLC | $1.2M | 21.4K | 5.74% | — |
| 6 | C CMPS COMPASS PATHWAYS PLC | $1.1M | 80.0K | 5.41% | — |
| 7 | M MIST MILESTONE PHARMACEUTICALS IN | $1.1M | 820.0K | 5.26% | — |
| 8 | B BNTC BENITEC BIOPHARMA INC | $830K | 62.0K | 3.97% | — |
| 9 | S SNDX SYNDAX PHARMACEUTICALS INC | $787K | 36.0K | 3.76% | — |
| 10 | B BHVN BIOHAVEN LTD | $769K | 51.7K | 3.68% | — |
| 11 | G GERN GERON CORP | $740K | 578.0K | 3.54% | — |
| 12 | Q QURE UNIQURE NV | $677K | 14.7K | 3.24% | — |
| 13 | A ARDX ARDELYX INC | $656K | 128.7K | 3.14% | — |
| 14 | L LNTH LANTHEUS HLDGS INC | $610K | 5.5K | 2.92% | — |
| 15 | I IRON DISC MEDICINE INC | $592K | 8.1K | 2.83% | — |
| 16 | S SAY SAREPTA THERAPEUTICS INC | $512K | 28.5K | 2.45% | — |
| 17 | H HUMAW HUMACYTE INC | $507K | 650.0K | 2.43% | — |
| 18 | K KURA KURA ONCOLOGY INC | $505K | 46.0K | 2.41% | — |
| 19 | V VTRS VIATRIS INC | $440K | 27.7K | 2.10% | — |
| 20 | D DYN DYNE THERAPEUTICS INC | $400K | 18.0K | 1.91% | — |
| 21 | B BBIO BRIDGEBIO PHARMA INC | $372K | 5.0K | 1.78% | — |
| 22 | E EWTX EDGEWISE THERAPEUTICS INC | $370K | 9.1K | 1.77% | — |
| 23 | P PCRX PACIRA BIOSCIENCES INC | $342K | 13.5K | 1.64% | — |
| 24 | R RGNX REGENXBIO INC | $319K | 26.6K | 1.52% | — |
| 25 | R RCL ROCKET PHARMACEUTICALS INC | $294K | 86.0K | 1.41% | — |
| 26 | J JANX JANUX THERAPEUTICS INC | $292K | 19.0K | 1.40% | — |
| 27 | M MLYS MINERALYS THERAPEUTICS INC | $283K | 10.5K | 1.36% | — |
| 28 | G GHRS GH RESEARCH PLC | $274K | 10.2K | 1.31% | — |
| 29 | ? N/A SERES THERAPEUTICS INC | $249K | 31.6K | 1.19% | — |
| 30 | A AZTA AZENTA INC | $248K | 9.7K | 1.18% | — |
| 31 | J JSPRW JASPER THERAPEUTICS INC | $196K | 465.0K | 0.94% | — |
| 32 | I INVA INNOVIVA INC | $186K | 8.2K | 0.89% | — |
| 33 | ? N/A INNATE PHARMA S A | $149K | 81.2K | 0.71% | — |
| 34 | A ARQT ARCUTIS BIOTHERAPEUTICS INC | $138K | 5.3K | 0.66% | — |
| 35 | S SPRB SPRUCE BIOSCIENCES INC | $54K | 1.0K | 0.26% | — |