Great Point Partners Llc Portfolio Stock Holdings

Great Point Partners Llc disclosed 39 stock positions valued at approximately $408.3 million in its latest SEC 13F filing. The largest holdings include APOGEE THERAPEUTICS INC, AMYLYX PHARMACEUTICALS INC, and ALUMIS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
39
Portfolio Value
$408.3M
Holdings by Sector
Great Point Partners Llc Portfolio Holdings in Q1 2026

25 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APOGEE THERAPEUTICS INCAPGEHealthcare7.71%374,000--$31,479,580
AMYLYX PHARMACEUTICALS INCAMLXHealthcare5.96%1,750,000--$24,325,000
ALUMIS INCALMSHealthcare4.62%856,061+856,061+100.00%$18,859,024
ANNEXON INCANNXHealthcare3.39%2,500,000+2,500,000+100.00%$13,850,000
KALVISTA PHARMACEUTICALS INCKALVHealthcare3.33%675,000-10,632-1.55%$13,587,750
IMMUNOVANT INCIMVTHealthcare3.32%545,625-204,375-27.25%$13,553,325
CONTINEUM THERAPEUTICS INCCTNMHealthcare2.56%800,198+198+0.02%$10,450,586
NEUROGENE INCNGNEHealthcare2.47%500,000+150,000+42.86%$10,080,000
MOONLAKE IMMUNOTHERAPEUTICSMLTXHealthcare2.28%500,000+500,000+100.00%$9,320,000
CLIMB BIO INCELYMOther2.24%1,334,130+354,596+36.20%$9,138,791
VERA THERAPEUTICS INCVERAHealthcare1.96%199,348+199,348+100.00%$8,019,770
COMPASS THERAPEUTICS INCCMPXHealthcare1.75%1,350,000+1,350,000+100.00%$7,141,500
SCYNEXIS INCSCYXHealthcare1.70%7,554,347+7,554,347+100.00%$6,926,581
CONTEXT THERAPEUTICS INCCNTXHealthcare1.44%2,238,496-2,445,215-52.21%$5,864,860
RELMADA THERAPEUTICS INCRLMDHealthcare1.44%842,106+842,106+100.00%$5,861,058
SILENCE THERAPEUTICS PLCSLNHealthcare1.32%1,020,489+212,457+26.29%$5,377,977
TENAX THERAPEUTICS INCTENXHealthcare1.28%327,307+327,307+100.00%$5,233,639
CULLINAN THERAPEUTICS INCCGEMHealthcare1.04%300,000-334,032-52.68%$4,263,000
IMMIX BIOPHARMA INCIMMXHealthcare0.78%350,000+350,000+100.00%$3,188,500
REZOLUTE INCRZLTHealthcare0.71%951,809--$2,903,017
PHARVARIS N VPHVSOther0.57%82,800--$2,339,100
HUMACYTE INCHUMAHealthcare0.56%3,750,000+3,750,000+100.00%$2,275,125
AVALO THERAPEUTICS INCAVTXHealthcare0.46%124,666--$1,861,263
ALKERMES PLCG01767105Other0.43%50,000+50,000+100.00%$1,768,000
OPUS GENETICS INCOCUPOther0.36%324,340+324,340+100.00%$1,475,747
Great Point Partners Llc Options Holdings in Q1 2026

3 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IBRXImmunityBio, Inc.PUT3,000,800$23,016,136
Q1 2026GALTGalectin Therapeutics Inc.CALL800,000$2,232,000
Q1 2026AVXLAnavex Life Sciences Corp.CALL521,300$1,600,391

Notional value represents the total exposure of the options position.