Lion Point Capital, LP
NEW YORK NY · SEC CIK 0001643354
$1,673.18万2026Q1 申报市值
35持仓数
54.6%前十大占比 · 第一大 8.6%
0 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CMPS 加仓+$12.17万
HUMACYTE INC 加仓+$9.10万
MILESTONE PHARMA 加仓+$7.74万
2026Q1 卖出最多 按季末市值估算
DAY ONE BIOPHARM 清仓-$39.14万
VENTYX BIOSCIENC 清仓-$37.47万
NERV 清仓-$14.07万
MERSANA THERAPEU 清仓-$2,893
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -42,000 | -100.0% | -$39.14万 | 清仓 |
| — | VENTYX BIOSCIENCES INC | $0 | 0.00% | 0 | -41,500 | -100.0% | -$37.47万 | 清仓 |
| NERV | MINERVA NEUROSCIENCES INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$14.07万 | 清仓 |
| — | MERSANA THERAPEUTICS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,893 | 清仓 |
| — | SPRUCE BIOSCIENCES INC | $6.54万 | 0.39% | 1,000 | 0 | 0.0% | — | 不变 |
| — | INNATE PHARMA S A | $10.39万 | 0.62% | 81,151 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $12.37万 | 0.74% | 5,250 | 0 | 0.0% | — | 不变 |
| GHRS | GH RESEARCH PLC | $14.34万 | 0.86% | 10,200 | 0 | 0.0% | — | 不变 |
| INVA | INNOVIVA INC | $19.11万 | 1.14% | 8,200 | 0 | 0.0% | — | 不变 |
| AZTA | AZENTA INC | $20.50万 | 1.22% | 9,700 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $22.29万 | 1.33% | 26,600 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $24.03万 | 1.44% | 14,700 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $26.41万 | 1.58% | 19,000 | 0 | 0.0% | — | 不变 |
| — | SERES THERAPEUTICS INC | $28.00万 | 1.67% | 31,570 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $28.44万 | 1.70% | 10,500 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $28.66万 | 1.71% | 9,100 | 0 | 0.0% | — | 不变 |
| PCRX | PACIRA BIOSCIENCES INC | $30.51万 | 1.82% | 13,500 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $30.79万 | 1.84% | 86,000 | 0 | 0.0% | — | 不变 |
| DYN | DYNE THERAPEUTICS INC | $32.63万 | 1.95% | 18,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $37.13万 | 2.22% | 5,000 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $37.40万 | 2.24% | 46,000 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $37.42万 | 2.24% | 27,700 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $39.44万 | 2.36% | 650,000 | 150,000 | 30.0% | $9.10万 | 加仓 |
| — | JASPER THERAPEUTICS INC | $40.74万 | 2.44% | 465,000 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $41.72万 | 2.49% | 5,500 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $43.74万 | 2.61% | 51,700 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $44.24万 | 2.64% | 80,000 | 22,000 | 37.9% | $12.17万 | 加仓 |
| — | CUE BIOPHARMA INC | $50.64万 | 3.03% | 2,202,854 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $51.79万 | 3.10% | 8,100 | 0 | 0.0% | — | 不变 |
| SRPT | SAREPTA THERAPEUTICS INC | $62.02万 | 3.71% | 28,500 | 0 | 0.0% | — | 不变 |
| BNTC | BENITEC BIOPHARMA INC | $66.03万 | 3.95% | 62,000 | 0 | 0.0% | — | 不变 |
| FENC | FENNEC PHARMACEUTICALS INC | $69.15万 | 4.13% | 112,434 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $77.06万 | 4.61% | 128,650 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $84.10万 | 5.03% | 36,000 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $86.12万 | 5.15% | 578,000 | 0 | 0.0% | — | 不变 |
| — | MILESTONE PHARMACEUTICALS IN | $97.58万 | 5.83% | 820,000 | 65,000 | 8.6% | $7.74万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $102.66万 | 6.14% | 21,400 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $125.82万 | 7.52% | 67,500 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $143.37万 | 8.57% | 4,450 | 0 | 0.0% | — | 不变 |