Great Point Partners LLC
- SEC CIK
- 0001281446
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 39
- +10 vs. Q4 2025
- Portfolio value
- $408.3M
- +$99.9M (+32.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APGEApogee Therapeutics, Inc. | COM | 374,000 | $31.5M | 7.7% | 00.0% | Unchanged | History |
| VORVor Biopharma Inc. | COM NEW | 1,750,000 | $31.2M | 7.6% | +379,893+27.7% | Added | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 4,215,930 | $25.1M | 6.1% | +400,000+10.5% | Added | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 1,750,000 | $24.3M | 6.0% | 00.0% | Unchanged | History |
| NKTRNektar Therapeutics | COM NEW | 316,453 | $22.8M | 5.6% | +105,721+50.2% | Added | History |
| SLGLSol-Gel Technologies Ltd. | SHS NEW | 274,363 | $21.7M | 5.3% | +274,363 | New | History |
| ALMSAlumis Inc. | COM | 856,061 | $18.9M | 4.6% | +856,061 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 220,000 | $16.1M | 3.9% | +220,000 | New | History |
| ANNXAnnexon, Inc. | COM | 2,500,000 | $13.8M | 3.4% | +2,500,000 | New | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 675,000 | $13.6M | 3.3% | −10,632−1.6% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 545,625 | $13.6M | 3.3% | −204,375−27.3% | Reduced | History |
| JBIOJade Biosciences, Inc. | COM NEW | 964,462 | $13.6M | 3.3% | +158,189+19.6% | Added | History |
| CTNMContineum Therapeutics, Inc. | CL A | 800,198 | $10.5M | 2.6% | +1980.0% | Added | History |
| ZBIOZenas BioPharma, Inc. | COM | 524,066 | $10.2M | 2.5% | +524,066 | New | History |
| NGNENeurogene Inc. | COM | 500,000 | $10.1M | 2.5% | +150,000+42.9% | Added | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 500,000 | $9.32M | 2.3% | +500,000 | New | History |
| CLYMClimb Bio, Inc. | COM | 1,334,130 | $9.14M | 2.2% | +354,596+36.2% | Added | History |
| ORKAOruka Therapeutics, Inc. | COM | 183,330 | $8.99M | 2.2% | 00.0% | Unchanged | History |
| EPRXEupraxia Pharmaceuticals Inc. | COM | 1,200,000 | $8.69M | 2.1% | 00.0% | Unchanged | History |
| VERAVera Therapeutics, Inc. | CL A | 199,348 | $8.02M | 2.0% | +199,348 | New | History |
| EVMNEvommune, Inc. | COM SHS | 325,000 | $7.47M | 1.8% | 00.0% | Unchanged | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 300,000 | $7.40M | 1.8% | +300,000 | New | History |
| CMPXCompass Therapeutics, Inc. | COM | 1,350,000 | $7.14M | 1.7% | +1,350,000 | New | History |
| SCYXScynexis Inc | COM NEW | 7,554,347 | $6.93M | 1.7% | +7,554,347 | New | History |
| PALIPalisade Bio, Inc. | COM | 3,405,757 | $5.96M | 1.5% | +3,405,757 | New | History |
| CNTXContext Therapeutics Inc. | COM | 2,238,496 | $5.86M | 1.4% | −2,445,215−52.2% | Reduced | History |
| RLMDRelmada Therapeutics, Inc. | COM | 842,106 | $5.86M | 1.4% | +842,106 | New | History |
| SLNSilence Therapeutics plc | ADS | 1,020,489 | $5.38M | 1.3% | +212,457+26.3% | Added | History |
| UNCYUnicycive Therapeutics, Inc. | COM NEW | 796,558 | $5.24M | 1.3% | 00.0% | Unchanged | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 327,307 | $5.23M | 1.3% | +327,307 | New | History |
| PMNProMIS Neurosciences Inc. | COM SHS | 371,402 | $4.72M | 1.2% | +371,402 | New | History |
| CGEMCullinan Therapeutics, Inc. | COM | 300,000 | $4.26M | 1.0% | −334,032−52.7% | Reduced | History |
| IMMXImmix Biopharma, Inc. | COM | 350,000 | $3.19M | 0.8% | +350,000 | New | History |
| RZLTRezolute, Inc. | COM NEW | 951,809 | $2.90M | 0.7% | 00.0% | Unchanged | History |
| PHVSPharvaris N.V. | COM | 82,800 | $2.34M | 0.6% | 00.0% | Unchanged | History |
| HUMAHumacyte, Inc. | COM | 3,750,000 | $2.28M | 0.6% | +3,750,000 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 124,666 | $1.86M | 0.5% | 00.0% | Unchanged | History |
| ALKSAlkermes plc. | SHS | 50,000 | $1.77M | 0.4% | +50,000 | New | History |
| IRDOpus Genetics, Inc. | COM | 324,340 | $1.48M | 0.4% | +324,340 | New | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2025 (8)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| IRONDisc Medicine, Inc. | COM | 250,000 | $19.9M | 6.4% | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 581,187 | $19.7M | 6.4% | History |
| SLNOSoleno Therapeutics Inc | COM | 400,000 | $18.5M | 6.0% | History |
| DNTHDianthus Therapeutics, Inc. | COM | 350,000 | $14.4M | 4.7% | History |
| FULCFulcrum Therapeutics, Inc. | COM | 800,000 | $9.05M | 2.9% | History |
| UPBUpstream Bio, Inc. | COM | 300,000 | $8.14M | 2.6% | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 300,000 | $6.90M | 2.2% | History |
| SANASana Biotechnology, Inc. | COM | 700,000 | $2.85M | 0.9% | History |