13FBOX
Lion Point Capital, LP · 13F Holdings
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Lion Point Capital, LP

No.9766 Data as of 2026Q2
Latest AUM (Q2 2026)
$20.9M
QoQ Change Q1 2026
+$4.2M+24.9%
Holdings
35
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
34
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCUE BIOPHARMA INCCUE
7.99%3.03%$1.7M52,928$506,4362.2M-2.1M-97.60%Reduce
PRAXIS PRECISION MEDICINES IPRAX
7.13%8.57%$1.5M4,450$1.4M4,45000.00%Unchanged
MMOONLAKE IMMUNOTHERAPEUTICSMLTX
6.29%7.52%$1.3M67,500$1.3M67,50000.00%Unchanged
FFENNEC PHARMACEUTICALS INC COMFENC
5.78%4.13%$1.2M112,434$691,469112,43400.00%Unchanged
ROYALTY PHARMA PLCRPRX
5.74%6.14%$1.2M21,400$1.0M21,40000.00%Unchanged
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
5.41%2.64%$1.1M80,000$442,40080,00000.00%Unchanged
MMILESTONE PHARMACEUTICALS INMIST
5.26%5.83%$1.1M820,000$975,800820,00000.00%Unchanged
BENITEC BIOPHARMA INCBNTC
3.97%3.95%$829,56062,000$660,30062,00000.00%Unchanged
SYNDAX PHARMACEUTICALS INCSNDX
3.76%5.03%$786,96036,000$840,96036,00000.00%Unchanged
BIOHAVEN LTDBHVN
3.68%2.61%$769,29651,700$437,38251,70000.00%Unchanged
GGERON CORPGERN
3.54%5.15%$739,840578,000$861,220578,00000.00%Unchanged
UNIQURE NVQURE
3.24%1.44%$677,08214,700$240,34514,70000.00%Unchanged
AARDELYX INCARDX
3.14%4.61%$656,115128,650$770,614128,65000.00%Unchanged
LANTHEUS HLDGS INCLNTH
2.92%2.49%$610,1705,500$417,1755,50000.00%Unchanged
DISC MEDICINE INCIRON
2.83%3.1%$592,4348,100$517,9148,10000.00%Unchanged
SAREPTA THERAPEUTICS INCSRPT
2.45%3.71%$512,14528,500$620,16028,50000.00%Unchanged
HHUMACYTE INC COMHUMA
2.43%2.36%$507,260650,000$394,355650,00000.00%Unchanged
KKURA ONCOLOGY INCKURA
2.41%2.24%$504,62046,000$373,98046,00000.00%Unchanged
VIATRIS INCVTRS
2.1%2.24%$439,87627,700$374,22727,70000.00%Unchanged
DDYNE THERAPEUTICS INCDYN
1.91%1.95%$399,78018,000$326,34018,00000.00%Unchanged
BRIDGEBIO PHARMA INCBBIO
1.78%2.22%$372,4005,000$371,3005,00000.00%Unchanged
EDGEWISE THERAPEUTICS INCEWTX
1.77%1.71%$369,7339,100$286,6509,10000.00%Unchanged
PACIRA BIOSCIENCES INCPCRX
1.64%1.82%$342,49513,500$305,10013,50000.00%Unchanged
REGENXBIO INC COMRGNX
1.52%1.33%$318,66826,600$222,90826,60000.00%Unchanged
ROCKET PHARMACEUTICALS INC COMRCKT
1.41%1.84%$294,12086,000$307,88086,00000.00%Unchanged
JANUX THERAPEUTICS INCJANX
1.4%1.58%$291,84019,000$264,10019,00000.00%Unchanged
MINERALYS THERAPEUTICS INCMLYS
1.36%1.7%$283,29010,500$284,44510,50000.00%Unchanged
GH RESEARCH PLC ORDINARY SHARESGHRS
1.31%0.86%$274,17610,200$143,41210,20000.00%Unchanged
SSERES THERAPEUTICS INCMCRB
1.19%1.67%$249,08731,570$280,02631,57000.00%Unchanged
AAZENTA INCAZTA
1.18%1.22%$247,5449,700$204,9619,70000.00%Unchanged
JJASPER THERAPEUTICS INC COM NEWJSPRW
0.94%2.44%$195,765465,000$407,433465,00000.00%Unchanged
INNOVIVA INCINVA
0.89%1.14%$186,2228,200$191,0608,20000.00%Unchanged
IINNATE PHARMA S AIPHA
0.71%0.62%$149,31881,151$103,87381,15100.00%Unchanged
ARCUTIS BIOTHERAPEUTICS INCARQT
0.66%0.74%$137,6555,250$123,6905,25000.00%Unchanged
SSPRUCE BIOSCIENCES INCSPRB
0.26%0.39%$54,0001,000$65,3501,00000.00%Unchanged

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