13F Insight
DOSSIER · 13F-HR · Q1 2026

Lion Point Capital, LP

$17M in tracked AUM across 35 positions as of Q1 2026.

LP
CIK 0001643354 · last filed Mar 31, 2026
Total AUM
$17M
as of Q1 2026
Holdings
35
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Lion Point Capital, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
PRAX
PRAXIS PRECISION MEDICINES I
$1M4K8.6%02
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
$1M68K7.5%03
G7709Q104
ROYALTY PHARMA PLC
$1M21K6.1%04
MIST
MILESTONE PHARMACEUTICALS IN
$976K820K5.8%05
GERN
GERON CORP
$861K578K5.1%06
SNDX
SYNDAX PHARMACEUTICALS INC
$841K36K5.0%07
ARDX
ARDELYX INC
$771K129K4.6%08
FENC
FENNEC PHARMACEUTICALS INC
$691K112K4.1%09
BNTC
BENITEC BIOPHARMA INC
$660K62K3.9%10
SRPT
SAREPTA THERAPEUTICS INC
$620K29K3.7%

Filing history

2026Q1Mar 31
$17M▼ 13.4%
35 positionsView →2025Q4Dec 31
$19M▲ 61.3%
39 positionsView →2025Q3Sep 30
$12M▼ 18.6%
20 positionsView →2025Q2Jun 30
$15M▲ 73.8%
19 positionsLocked2025Q1Mar 31
$8M▼ 55.6%
14 positionsLocked2024Q4Dec 31
$19M▼ 57.5%
19 positionsLocked2024Q3Sep 30
$45M▼ 18.1%
25 positionsLocked2024Q2Jun 30
$55M▼ 69.3%
27 positionsLocked2024Q1Mar 31
$179M▼ 10.5%
32 positionsLocked2023Q4Dec 31
$200M▼ 10.9%
30 positionsLocked2023Q3Sep 30
$224M▲ 1.4%
31 positionsLocked2023Q2Jun 30
$221M▼ 8.9%
30 positionsLocked
Showing 12 of 38