Great Point Partners LLC
- SEC CIK
- 0001281446
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 29
- +1 vs. Q3 2025
- Portfolio value
- $308.4M
- +$68.9M (+28.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APGEApogee Therapeutics, Inc. | COM | 374,000 | $28.2M | 9.2% | +70,000+23.0% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,750,000 | $21.1M | 6.9% | +50,000+2.9% | Added | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 3,815,930 | $20.0M | 6.5% | 00.0% | Unchanged | History |
| IRONDisc Medicine, Inc. | COM | 250,000 | $19.9M | 6.4% | +250,000 | New | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 581,187 | $19.7M | 6.4% | +581,187 | New | History |
| IMVTImmunovant, Inc. | COM | 750,000 | $19.1M | 6.2% | +250,000+50.0% | Added | History |
| SLNOSoleno Therapeutics Inc | COM | 400,000 | $18.5M | 6.0% | +175,000+77.8% | Added | History |
| VORVor Biopharma Inc. | COM NEW | 1,370,107 | $17.9M | 5.8% | +1,370,107 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 350,000 | $14.4M | 4.7% | +84,197+31.7% | Added | History |
| JBIOJade Biosciences, Inc. | COM NEW | 806,273 | $12.4M | 4.0% | +173,674+27.5% | Added | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 685,632 | $11.1M | 3.6% | +685,632 | New | History |
| CTNMContineum Therapeutics, Inc. | CL A | 800,000 | $9.14M | 3.0% | +800,000 | New | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 1,200,000 | $9.06M | 2.9% | 00.0% | Unchanged | History |
| FULCFulcrum Therapeutics, Inc. | COM | 800,000 | $9.05M | 2.9% | +800,000 | New | History |
| NKTRNektar Therapeutics | COM NEW | 210,732 | $8.91M | 2.9% | −89,268−29.8% | Reduced | History |
| UPBUpstream Bio, Inc. | COM | 300,000 | $8.14M | 2.6% | 00.0% | Unchanged | History |
| NGNENeurogene Inc. | COM | 350,000 | $7.21M | 2.3% | −96,814−21.7% | Reduced | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 300,000 | $6.90M | 2.2% | +300,000 | New | History |
| CNTXContext Therapeutics Inc. | COM | 4,683,711 | $6.89M | 2.2% | 00.0% | Unchanged | History |
| CGEMCullinan Therapeutics, Inc. | COM | 634,032 | $6.56M | 2.1% | +634,032 | New | History |
| EVMNEvommune, Inc. | COM SHS | 325,000 | $5.56M | 1.8% | +325,000 | New | History |
| ORKAOruka Therapeutics, Inc. | COM | 183,330 | $5.56M | 1.8% | 00.0% | Unchanged | History |
| SLNSilence Therapeutics plc | ADS | 808,032 | $4.91M | 1.6% | +808,032 | New | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 796,558 | $4.60M | 1.5% | 00.0% | Unchanged | History |
| CLYMClimb Bio, Inc. | COM | 979,534 | $3.92M | 1.3% | +979,534 | New | History |
| SANASana Biotechnology, Inc. | COM | 700,000 | $2.85M | 0.9% | 00.0% | Unchanged | History |
| PHVSPharvaris N.V. | COM | 82,800 | $2.30M | 0.7% | −72,305−46.6% | Reduced | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 124,666 | $2.26M | 0.7% | +124,666 | New | History |
| RZLTRezolute, Inc. | COM NEW | 951,809 | $2.25M | 0.7% | −1,500,000−61.2% | Reduced | History |
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| ASNDAscendis Pharma A/S | SPONSORED ADR | 75,000 | $14.9M | 6.2% | History |
| ABVXAbivax S.A. | SPONSORED ADS | 150,000 | $12.7M | 5.3% | History |
| CYTKCytokinetics Inc | COM NEW | 150,000 | $8.24M | 3.4% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 200,000 | $8.03M | 3.4% | History |
| IONSIonis Pharmaceuticals Inc | COM | 80,000 | $5.23M | 2.2% | History |
| AKROAkero Therapeutics, Inc. | COM | 103,848 | $4.93M | 2.1% | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,500,000 | $4.91M | 2.0% | History |
| DBVTDBV Technologies S.A. | SPONSORED ADS | 378,594 | $3.79M | 1.6% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 113,460 | $3.70M | 1.5% | History |
| ABSIAbsci Corp | COM | 796,438 | $2.42M | 1.0% | History |
| PLRXPliant Therapeutics, Inc. | COM | 850,000 | $1.26M | 0.5% | History |