Stonepine Capital Management, LLC 13F Holdings · Q2 2026
Stonepine Capital Management, LLC reported 72 securities worth $177.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: EOLS (8.00%), ADMA (7.98%), VSTM (7.22%). Among its top 25 positions this quarter: 8 new, 8 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EOLS | EVOLUS INC | $14.2M | 8.00% | 2.0M | Trimmed |
| 2 | ADMA | ADMA BIOLOGICS INC | $14.1M | 7.98% | 1.4M | Trimmed |
| 3 | VSTM | VERASTEM INC | $12.8M | 7.22% | 3.3M | Added |
| 4 | TENX | TENAX THERAPEUTICS INC | $9.6M | 5.42% | 660,000 | Trimmed |
| 5 | NKTR | NEKTAR THERAPEUTICS | $8.4M | 4.75% | 120,654 | Added |
| 6 | RARE | ULTRAGENYX PHARMACEUTICAL IN | $6.3M | 3.57% | 225,000 | New |
| 7 | CAMP | CAMP4 THERAPEUTICS CORP | $6.1M | 3.43% | 1.4M | Hold |
| 8 | INSM | INSMED INC | $5.6M | 3.16% | 40,000 | New |
| 9 | ELOX | ELOXX PHARMACEUTICALS INC | $5.5M | 3.11% | 397,160 | New |
| 10 | KZIA | KAZIA THERAPEUTICS LTD | $4.9M | 2.74% | 345,179 | Hold |
| 11 | MDT | MEDTRONIC PLC | $4.4M | 2.47% | 50,000 | New |
| 12 | INDV | INDIVIOR PHARMACEUTICALS INC | $4.1M | 2.31% | 100,000 | New |
| 13 | CRBP | CORBUS PHARMACEUTICALS HLDGS | $4.0M | 2.25% | 425,000 | Added |
| 14 | ABT | ABBOTT LABORATORIES | $3.8M | 2.14% | 40,000 | New |
| 15 | MSLE | SATELLOS BIOSCIENCE INC | $3.7M | 2.10% | 491,624 | Added |
| 16 | ZVRA | ZEVRA THERAPEUTICS INC | $3.7M | 2.09% | 258,701 | Trimmed |
| 17 | ABEO | ABEONA THERAPEUTICS INC | $3.4M | 1.94% | 557,284 | Trimmed |
| 18 | BSX | BOSTON SCIENTIFIC CORP | $3.2M | 1.83% | 50,000 | New |
| 19 | EDSA | EDESA BIOTECH INC | $3.2M | 1.80% | 456,439 | Added |
| 20 | BMRN | BIOMARIN PHARMACEUTICAL INC | $3.1M | 1.76% | 50,000 | New |
| 21 | CABA | CABALETTA BIO INC | $2.9M | 1.61% | 917,100 | Added |
| 22 | ANTX | AN2 THERAPEUTICS INC | $2.7M | 1.51% | 551,692 | Trimmed |
| 23 | XLO | XILIO THERAPEUTICS INC | $2.2M | 1.22% | 225,994 | Added |
| 24 | ACET | ADICET BIO INC | $2.1M | 1.20% | 245,518 | Added |
| 25 | XERS | XERIS BIOPHARMA HOLDINGS INC | $2.1M | 1.18% | 280,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR