Lion Point Capital, LP 13F 持仓 · 2026年Q2
Lion Point Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 2,090.53 万美元。前几大持仓：CUE（7.99%）、PRAX（7.13%）、MLTX（6.29%）。本季前 25 大持仓中：新建仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CUE | CUE BIOPHARMA INC | $1.7M | 7.99% | 52,928 | 新建仓 |
| 2 | PRAX | PRAXIS PRECISION MEDICINES I | $1.5M | 7.13% | 4,450 | 持平 |
| 3 | MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $1.3M | 6.29% | 67,500 | 持平 |
| 4 | FENC | FENNEC PHARMACEUTICALS INC | $1.2M | 5.78% | 112,434 | 持平 |
| 5 | RPRX | ROYALTY PHARMA PLC | $1.2M | 5.74% | 21,400 | 持平 |
| 6 | CMPS | COMPASS PATHWAYS PLC | $1.1M | 5.41% | 80,000 | 持平 |
| 7 | MIST | MILESTONE PHARMACEUTICALS IN | $1.1M | 5.26% | 820,000 | 持平 |
| 8 | BNTC | BENITEC BIOPHARMA INC | $829,560 | 3.97% | 62,000 | 持平 |
| 9 | SNDX | SYNDAX PHARMACEUTICALS INC | $786,960 | 3.76% | 36,000 | 持平 |
| 10 | BHVN | BIOHAVEN LTD | $769,296 | 3.68% | 51,700 | 持平 |
| 11 | GERN | GERON CORP | $739,840 | 3.54% | 578,000 | 持平 |
| 12 | QURE | UNIQURE NV | $677,082 | 3.24% | 14,700 | 持平 |
| 13 | ARDX | ARDELYX INC | $656,115 | 3.14% | 128,650 | 持平 |
| 14 | LNTH | LANTHEUS HLDGS INC | $610,170 | 2.92% | 5,500 | 持平 |
| 15 | IRON | DISC MEDICINE INC | $592,434 | 2.83% | 8,100 | 持平 |
| 16 | SRPT | SAREPTA THERAPEUTICS INC | $512,145 | 2.45% | 28,500 | 持平 |
| 17 | HUMA | HUMACYTE INC | $507,260 | 2.43% | 650,000 | 持平 |
| 18 | KURA | KURA ONCOLOGY INC | $504,620 | 2.41% | 46,000 | 持平 |
| 19 | VTRS | VIATRIS INC | $439,876 | 2.10% | 27,700 | 持平 |
| 20 | DYN | DYNE THERAPEUTICS INC | $399,780 | 1.91% | 18,000 | 持平 |
| 21 | BBIO | BRIDGEBIO PHARMA INC | $372,400 | 1.78% | 5,000 | 持平 |
| 22 | EWTX | EDGEWISE THERAPEUTICS INC | $369,733 | 1.77% | 9,100 | 持平 |
| 23 | PCRX | PACIRA BIOSCIENCES INC | $342,495 | 1.64% | 13,500 | 持平 |
| 24 | RGNX | REGENXBIO INC | $318,668 | 1.52% | 26,600 | 持平 |
| 25 | RCKT | ROCKET PHARMACEUTICALS INC | $294,120 | 1.41% | 86,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR