Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lion Point Capital, LP (CIK 1643354) reported $16.7M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PRAX ($1.4M, 8.57%), MLTX ($1.3M, 7.52%), RPRX ($1.0M, 6.14%), MIST ($975,800, 5.83%), GERN ($861,220, 5.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRAX | PRAXIS PRECISION MEDICINES I | $1.4M | 8.57% | 4,450 | Hold |
| 2 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.3M | 7.52% | 67,500 | Hold |
| 3 | RPRX | ROYALTY PHARMA PLC | $1.0M | 6.14% | 21,400 | Hold |
| 4 | MIST | MILESTONE PHARMACEUTICALS IN | $975,800 | 5.83% | 820,000 | Added |
| 5 | GERN | GERON CORP | $861,220 | 5.15% | 578,000 | Hold |
| 6 | SNDX | SYNDAX PHARMACEUTICALS INC | $840,960 | 5.03% | 36,000 | Hold |
| 7 | ARDX | ARDELYX INC | $770,614 | 4.61% | 128,650 | Hold |
| 8 | FENC | FENNEC PHARMACEUTICALS INC | $691,469 | 4.13% | 112,434 | Hold |
| 9 | BNTC | BENITEC BIOPHARMA INC | $660,300 | 3.95% | 62,000 | Hold |
| 10 | SRPT | SAREPTA THERAPEUTICS INC | $620,160 | 3.71% | 28,500 | Hold |
| 11 | IRON | DISC MEDICINE INC | $517,914 | 3.10% | 8,100 | Hold |
| 12 | CUE | CUE BIOPHARMA INC | $506,436 | 3.03% | 2.2M | Hold |
| 13 | CMPS | COMPASS PATHWAYS PLC | $442,400 | 2.64% | 80,000 | Added |
| 14 | BHVN | BIOHAVEN LTD | $437,382 | 2.61% | 51,700 | Hold |
| 15 | LNTH | LANTHEUS HLDGS INC | $417,175 | 2.49% | 5,500 | Hold |
| 16 | JSPR | JASPER THERAPEUTICS INC | $407,433 | 2.44% | 465,000 | Hold |
| 17 | HUMA | HUMACYTE INC | $394,355 | 2.36% | 650,000 | Added |
| 18 | KURA | KURA ONCOLOGY INC | $373,980 | 2.24% | 46,000 | Hold |
| 19 | VTRS | VIATRIS INC | $374,227 | 2.24% | 27,700 | Hold |
| 20 | BBIO | BRIDGEBIO PHARMA INC | $371,300 | 2.22% | 5,000 | Hold |
| 21 | DYN | DYNE THERAPEUTICS INC | $326,340 | 1.95% | 18,000 | Hold |
| 22 | RCKT | ROCKET PHARMACEUTICALS INC | $307,880 | 1.84% | 86,000 | Hold |
| 23 | PCRX | PACIRA BIOSCIENCES INC | $305,100 | 1.82% | 13,500 | Hold |
| 24 | EWTX | EDGEWISE THERAPEUTICS INC | $286,650 | 1.71% | 9,100 | Hold |
| 25 | MLYS | MINERALYS THERAPEUTICS INC | $284,445 | 1.70% | 10,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31