Fund HoldingsLion Point Capital, LP

Total Portfolio Value
$19.10M
Total Bought
$1.86M
Total Sold
$27.39M
Net Transaction
-$25.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLUEBIRD BIO INC078,912+78,91206583.45%+658
BENITEC BIOPHARMA INC39,00062,000+23,0003587834.10%+425
ARCUTIS BIOTHERAPEUTICS INC(ARQT)35,10046,300+11,2003266453.38%+319
DISC MEDICINE INC(IRON)7,70010,600+2,9003786723.52%+294
FENNEC PHARMACEUTICALS INC215,000195,700-19,3001,0751,2376.48%+162
JASPER THERAPEUTICS INC32,00032,00006026843.58%+82
MINERALYS THERAPEUTICS INC(MLYS)79,00079,00009579725.09%+16
SPRUCE BIOSCIENCES INC75,00075,000036320.16%-4
ALPHABET INC(GOOG)1000-100170-17
SERES THERAPEUTICS INC340,761340,76103222831.48%-39
MICROSOFT CORP(MSFT)1000-100430-43
MILESTONE PHARMACEUTICALS IN1,654,1541,025,806-628,3482,5142,42112.68%-93
BRIDGEBIO PHARMA INC(BBIO)49,00040,300-8,7001,2481,1065.79%-142
LUMOS PHARMA INC39,5890-39,5891530-153
REGENXBIO INC57,75057,75006064462.34%-159
SYNDAX PHARMACEUTICALS INC(SNDX)46,20055,000+8,8008897273.81%-162
AVADEL PHARMACEUTICALS PLC64,00064,00008396733.52%-167
KINIKSA PHARMACEUTICALS LTD(KNSA)61,40045,900-15,5001,5349084.75%-626
BLUEBIRD BIO INC1,578,2560-1,578,2568200-820
ARDELYX INC370,000335,400-34,6002,5491,7008.90%-849
BIOHAVEN LTD(BHVN)35,40022,700-12,7001,7698484.44%-921
GERON CORP(GERN)630,000500,000-130,0002,8601,7709.27%-1,090
MARINUS PHARMACEUTICALS INC693,7780-693,7781,2210-1,221
INSMED INC(INSM)52,20036,700-15,5003,8112,53413.27%-1,277
MIRUM PHARMACEUTICALS INC(MIRM)(Put)45,0000-45,0001,7550-1,755
ISHARES TR(Put)82,5000-82,50018,2230-18,223
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