Great Point Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Great Point Partners LLC disclosed 29 US equity positions worth $308.4m in its Q4 2025 13F filing. The largest position was APGE at 9.2% of the reported book, followed by AMLX and ZURA. Against the Q3 2025 filing, it opened 12 new positions, added to 6 and reduced 4 among the top 29 holdings.
What did Great Point Partners LLC own in Q4 2025? Top 29 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | APGE APOGEE THERAPEUTICS INC | Healthcare | 9.2% | $28.2m | 374,000 | 23% | added |
| 2 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 6.9% | $21.1m | 1,750,000 | 3% | added |
| 3 | ZURA ZURA BIO LTD | Healthcare | 6.5% | $20.0m | 3,815,930 | 0% | held |
| 4 | IRON DISC MEDICINE INC | Healthcare | 6.4% | $19.9m | 250,000 | – | new |
| 5 | RAPT RAPT THERAPEUTICS INC | 6.4% | $19.7m | 581,187 | – | new | |
| 6 | IMVT IMMUNOVANT INC | Healthcare | 6.2% | $19.1m | 750,000 | 50% | added |
| 7 | SLNOEUR SOLENO THERAPEUTICS INC | 6.0% | $18.5m | 400,000 | 78% | added | |
| 8 | VOR VOR BIOPHARMA INC | 5.8% | $17.9m | 1,370,107 | – | new | |
| 9 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 4.7% | $14.4m | 350,000 | 32% | added |
| 10 | JBIO JADE BIOSCIENCES INC | 4.0% | $12.4m | 806,273 | 27% | added | |
| 11 | 4XC1 KALVISTA PHARMACEUTICALS INC | 3.6% | $11.1m | 685,632 | – | new | |
| 12 | CTNM CONTINEUM THERAPEUTICS INC | 3.0% | $9.1m | 800,000 | – | new | |
| 13 | EPRX EUPRAXIA PHARMACEUTICALS INC | 2.9% | $9.1m | 1,200,000 | 0% | held | |
| 14 | FULC FULCRUM THERAPEUTICS INC | Healthcare | 2.9% | $9.0m | 800,000 | – | new |
| 15 | NKTR NEKTAR THERAPEUTICS | Healthcare | 2.9% | $8.9m | 210,732 | -30% | reduced |
| 16 | UPB UPSTREAM BIO INC | 2.6% | $8.1m | 300,000 | 0% | held | |
| 17 | NGNE NEUROGENE INC | 2.3% | $7.2m | 350,000 | -22% | reduced | |
| 18 | RARE ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 2.2% | $6.9m | 300,000 | – | new |
| 19 | CNTX CONTEXT THERAPEUTICS INC | 2.2% | $6.9m | 4,683,711 | 0% | held | |
| 20 | CGEM CULLINAN THERAPEUTICS INC | Healthcare | 2.1% | $6.6m | 634,032 | – | new |
| 21 | EVMN EVOMMUNE INC | 1.8% | $5.6m | 325,000 | – | new | |
| 22 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.8% | $5.6m | 183,330 | 0% | held |
| 23 | SLN SILENCE THERAPEUTICS PLC | 1.6% | $4.9m | 808,032 | – | new | |
| 24 | UNCY UNICYCIVE THERAPEUTICS INC | 1.5% | $4.6m | 796,558 | 0% | held | |
| 25 | CLYM CLIMB BIO INC | 1.3% | $3.9m | 979,534 | – | new | |
| 26 | SANA SANA BIOTECHNOLOGY INC | Healthcare | 0.9% | $2.8m | 700,000 | 0% | held |
| 27 | PHVS PHARVARIS N V | 0.7% | $2.3m | 82,800 | -47% | reduced | |
| 28 | AVTX AVALO THERAPEUTICS INC | Healthcare | 0.7% | $2.3m | 124,666 | – | new |
| 29 | RZLT REZOLUTE INC | 0.7% | $2.2m | 951,809 | -61% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.