Lion Point Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lion Point Capital, LP disclosed 35 US equity positions worth $16.7m in its Q1 2026 13F filing. The largest position was PRAX at 8.6% of the reported book, followed by MLTX and RPRX.
What did Lion Point Capital, LP own in Q1 2026? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 8.6% | $1.4m | 4,450 | – | |
| 2 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | Healthcare | 7.5% | $1.3m | 67,500 | – | |
| 3 | RPRX ROYALTY PHARMA PLC | Healthcare | 6.1% | $1.0m | 21,400 | – | |
| 4 | MIST MILESTONE PHARMACEUTICALS IN | 5.8% | $975.8k | 820,000 | – | ||
| 5 | GERN GERON CORP | Healthcare | 5.1% | $861.2k | 578,000 | – | |
| 6 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 5.0% | $841.0k | 36,000 | – | |
| 7 | ARDX ARDELYX INC | Healthcare | 4.6% | $770.6k | 128,650 | – | |
| 8 | FENC FENNEC PHARMACEUTICALS INC | 4.1% | $691.5k | 112,434 | – | ||
| 9 | BENITEC BIOPHARMA INC | 3.9% | $660.3k | 62,000 | – | ||
| 10 | SRPT SAREPTA THERAPEUTICS INC | Healthcare | 3.7% | $620.2k | 28,500 | – | |
| 11 | IRON DISC MEDICINE INC | Healthcare | 3.1% | $517.9k | 8,100 | – | |
| 12 | CUE CUE BIOPHARMA INC | 3.0% | $506.4k | 2,202,854 | – | ||
| 13 | CMPS COMPASS PATHWAYS PLC | Healthcare | 2.6% | $442.4k | 80,000 | – | |
| 14 | BHVN BIOHAVEN LTD | Healthcare | 2.6% | $437.4k | 51,700 | – | |
| 15 | LNTH LANTHEUS HLDGS INC | Healthcare | 2.5% | $417.2k | 5,500 | – | |
| 16 | JSPR JASPER THERAPEUTICS INC | 2.4% | $407.4k | 465,000 | – | ||
| 17 | HUMA HUMACYTE INC | 2.4% | $394.4k | 650,000 | – | ||
| 18 | VTRS VIATRIS INC | Healthcare | 2.2% | $374.2k | 27,700 | – | |
| 19 | KURA KURA ONCOLOGY INC | Healthcare | 2.2% | $374.0k | 46,000 | – | |
| 20 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.2% | $371.3k | 5,000 | – | |
| 21 | DYN DYNE THERAPEUTICS INC | Healthcare | 2.0% | $326.3k | 18,000 | – | |
| 22 | RCKT ROCKET PHARMACEUTICALS INC | Healthcare | 1.8% | $307.9k | 86,000 | – | |
| 23 | PCRX PACIRA BIOSCIENCES INC | Healthcare | 1.8% | $305.1k | 13,500 | – | |
| 24 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 1.7% | $286.6k | 9,100 | – | |
| 25 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 1.7% | $284.4k | 10,500 | – | |
| 26 | SERES THERAPEUTICS INC | 1.7% | $280.0k | 31,570 | – | ||
| 27 | JANX JANUX THERAPEUTICS INC | Healthcare | 1.6% | $264.1k | 19,000 | – | |
| 28 | UNIQURE NV | 1.4% | $240.3k | 14,700 | – | ||
| 29 | RGNX REGENXBIO INC | Healthcare | 1.3% | $222.9k | 26,600 | – | |
| 30 | AZTA AZENTA INC | Healthcare | 1.2% | $205.0k | 9,700 | – | |
| 31 | INVA INNOVIVA INC | Healthcare | 1.1% | $191.1k | 8,200 | – | |
| 32 | GHRS GH RESEARCH PLC | Healthcare | 0.9% | $143.4k | 10,200 | – | |
| 33 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.7% | $123.7k | 5,250 | – | |
| 34 | INNATE PHARMA S A | 0.6% | $103.9k | 81,151 | – | ||
| 35 | SPRB SPRUCE BIOSCIENCES INC | 0.4% | $65.3k | 1,000 | – |
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.