Great Point Partners LLC
Net seller this quarter
$529M
37
-$54.9M
43.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VOR | $31.3M | 5.91% | 3.12% | -2.9% | Q4 2025 |
 ABVX | $27.2M | 5.15% | 0.26% | Not reported | Q4 2023 |
 VERA | $25.8M | 4.87% | 0.84% | +201.4% | Q1 2026 |
 ZURA | $24.9M | 4.70% | 4.42% | Not reported | Q2 2023 |
 ALMS | $24.1M | 4.55% | Not reported | Not reported | Q1 2026 |
 SLGL | $20.3M | 3.84% | 9.85% | Not reported | Q1 2026 |
 DFTX | $20M | 3.78% | 0.32% | New | Q2 2026 |
 ANNX | $20M | 3.78% | 2.34% | +40.0% | Q1 2026 |
 ORKA | $17.4M | 3.30% | 0.30% | Not reported | Q3 2024 |
 MLTX | $16.7M | 3.15% | 1.16% | +71.2% | Q2 2022 |
 SGMT | $15.7M | 2.97% | 6.62% | New | Q2 2026 |
 CTNM | $15.1M | 2.85% | 3.99% | +15.2% | Q4 2025 |
 IMMX | $13.2M | 2.49% | 1.79% | +265.0% | Q1 2026 |
 CLYM | $13M | 2.46% | 1.74% | -25.0% | Q3 2024 |
 AMLX | $12.6M | 2.38% | 0.63% | -60.0% | Q4 2022 |
 NKTR | $12.2M | 2.31% | 0.86% | -44.7% | Q3 2019 |
 NGNE | $11.1M | 2.09% | 2.22% | -29.6% | Q4 2023 |
 LBRX | $10.3M | 1.95% | 1.11% | +5.7% | Q1 2026 |
 IRD | $8.1M | 1.53% | 2.38% | +507.4% | Q1 2026 |
 EPRX | $7.93M | 1.50% | 2.31% | Not reported | Q3 2025 |
 DRUG | $7.69M | 1.45% | 1.44% | -50.2% | Q1 2026 |
 IFRX | $6.82M | 1.29% | 4.21% | Not reported | Q1 2021 |
 RLMD | $5.83M | 1.10% | 0.79% | Not reported | Q4 2021 |
 JATT | $5.68M | 1.07% | 27.78% | New | Q2 2026 |
 CGEM | $5.46M | 1.03% | 0.47% | Not reported | Q4 2025 |
 ALT | $5.29M | 1.00% | 0.90% | New | Q2 2026 |
 AMAN | $5.08M | 0.96% | Not reported | New | Q2 2026 |
 RZLT | $4.95M | 0.94% | 0.99% | Not reported | Q4 2024 |
 SLN | $4.94M | 0.93% | 0.32% | -55.9% | Q4 2021 |
 PALI | $4.78M | 0.90% | 1.32% | -32.9% | Q1 2026 |
 EVMN | $4.32M | 0.82% | 0.90% | Not reported | Q4 2025 |
 SCYX | $3.84M | 0.73% | 9.49% | 0.0% | Q1 2026 |
 ELVN | $3.55M | 0.67% | 0.10% | New | Q2 2026 |
 HUMA | $2.93M | 0.55% | 1.35% | Not reported | Q1 2026 |
 RNTX | $2.68M | 0.51% | 3.00% | New | Q2 2026 |
 DBVT | $2.57M | 0.49% | 0.05% | Not reported | Q3 2016 |
 PMN | $1.13M | 0.21% | 0.96% | -76.8% | Q3 2024 |
| Q1 2026 | |||||
| APGE | $31.5M | 7.23% | 0.50% | Not reported | Q3 2023 |
| VOR | $31.2M | 7.18% | 3.23% | +27.7% | Q4 2025 |
| ZURA | $25.1M | 5.77% | 4.44% | +10.5% | Q2 2023 |
| AMLX | $24.3M | 5.59% | 1.58% | Not reported | Q4 2022 |
| NKTR | $22.8M | 5.23% | 1.55% | +50.2% | Q3 2019 |
| SLGL | $21.7M | 5.00% | 9.85% | New | Q1 2026 |
| ALMS | $18.9M | 4.33% | Not reported | New | Q1 2026 |
| DRUG | $16.1M | 3.69% | 2.88% | New | Q1 2026 |
| ANNX | $13.9M | 3.18% | 1.67% | New | Q1 2026 |
| KALV | $13.6M | 3.12% | 1.32% | -1.6% | Q4 2021 |
 IMVT | $13.6M | 3.11% | 0.27% | -27.3% | Q1 2025 |
 JBIO | $13.6M | 3.11% | 1.95% | +19.6% | Q2 2025 |
| CTNM | $10.5M | 2.40% | 3.46% | 0.0% | Q4 2025 |
 ZBIO | $10.2M | 2.35% | 0.84% | New | Q1 2026 |
| NGNE | $10.1M | 2.32% | 3.20% | +42.9% | Q4 2023 |
| MLTX | $9.32M | 2.14% | 0.95% | Not reported | Q2 2022 |
| CLYM | $9.14M | 2.10% | 2.79% | +36.2% | Q3 2024 |
| ORKA | $8.99M | 2.07% | 0.37% | Not reported | Q3 2024 |
| EPRX | $8.69M | 2.00% | 2.31% | Not reported | Q3 2025 |
| VERA | $8.02M | 1.84% | 0.31% | New | Q1 2026 |
| EVMN | $7.47M | 1.72% | 0.90% | Not reported | Q4 2025 |
| LBRX | $7.4M | 1.70% | 1.05% | New | Q1 2026 |
 CMPX | $7.14M | 1.64% | 0.75% | New | Q1 2026 |
| SCYX | $6.93M | 1.59% | 12.17% | New | Q1 2026 |
| PALI | $5.96M | 1.37% | 2.03% | New | Q1 2026 |
 CNTX | $5.86M | 1.35% | 2.44% | -52.2% | Q2 2024 |
| RLMD | $5.86M | 1.35% | 0.80% | Not reported | Q4 2021 |
| SLN | $5.38M | 1.24% | 0.72% | +26.3% | Q4 2021 |
 UNCY | $5.24M | 1.20% | 3.16% | Not reported | Q3 2024 |
 TENX | $5.23M | 1.20% | 1.35% | Not reported | Q3 2014 |
| PMN | $4.72M | 1.08% | 4.14% | Not reported | Q3 2024 |
| CGEM | $4.26M | 0.98% | 0.49% | -52.7% | Q4 2025 |
| IMMX | $3.19M | 0.73% | 0.66% | New | Q1 2026 |
| RZLT | $2.9M | 0.67% | 0.99% | Not reported | Q4 2024 |
 PHVS | $2.34M | 0.54% | 0.13% | Not reported | Q3 2025 |
| HUMA | $2.28M | 0.52% | 1.69% | New | Q1 2026 |
 AVTX | $1.86M | 0.43% | 0.51% | Not reported | Q1 2023 |
 ALKS | $1.77M | 0.41% | 0.03% | Not reported | Q2 2022 |
| IRD | $1.48M | 0.34% | 0.45% | New | Q1 2026 |
| Q4 2025 | |||||
| APGE | $28.2M | 9.15% | 0.55% | +23.0% | Q3 2023 |
| AMLX | $21.1M | 6.85% | 1.59% | +2.9% | Q4 2022 |
| ZURA | $20M | 6.48% | 5.18% | Not reported | Q2 2023 |
 IRON | $19.9M | 6.44% | 0.66% | New | Q4 2025 |
| RAPT | $19.7M | 6.38% | 2.10% | Not reported | Q3 2022 |
| IMVT | $19.1M | 6.18% | 0.37% | +50.0% | Q1 2025 |
| SLNO | $18.5M | 6.00% | 0.77% | +77.8% | Q3 2025 |
| VOR | $17.9M | 5.81% | 3.54% | New | Q4 2025 |
 DNTH | $14.4M | 4.68% | 0.81% | +31.7% | Q1 2024 |
| JBIO | $12.4M | 4.03% | 1.63% | +27.5% | Q2 2025 |
| KALV | $11.1M | 3.59% | 1.35% | Not reported | Q4 2021 |
| CTNM | $9.14M | 2.96% | 3.46% | New | Q4 2025 |
| EPRX | $9.06M | 2.94% | 2.31% | Not reported | Q3 2025 |
 FULC | $9.05M | 2.93% | 1.20% | New | Q4 2025 |
| NKTR | $8.91M | 2.89% | 1.03% | -29.8% | Q3 2019 |
 UPB | $8.15M | 2.64% | 0.55% | Not reported | Q4 2024 |
| NGNE | $7.21M | 2.34% | 2.26% | -21.7% | Q4 2023 |
 RARE | $6.9M | 2.24% | 0.31% | Not reported | Q4 2022 |
| CNTX | $6.89M | 2.23% | 5.10% | Not reported | Q2 2024 |
| CGEM | $6.56M | 2.13% | 1.05% | New | Q4 2025 |
| EVMN | $5.56M | 1.80% | 1.03% | New | Q4 2025 |
| ORKA | $5.56M | 1.80% | 0.38% | Not reported | Q3 2024 |
| SLN | $4.91M | 1.59% | 0.57% | Not reported | Q4 2021 |
| UNCY | $4.6M | 1.49% | 3.60% | Not reported | Q3 2024 |
| CLYM | $3.92M | 1.27% | 2.05% | Not reported | Q3 2024 |
 SANA | $2.85M | 0.92% | 0.26% | Not reported | Q3 2025 |
| PHVS | $2.3M | 0.75% | 0.13% | -46.6% | Q3 2025 |
| AVTX | $2.26M | 0.73% | 0.67% | Not reported | Q1 2023 |
| RZLT | $2.25M | 0.73% | 1.00% | -61.2% | Q4 2024 |
| Q3 2025 | |||||
| AMLX | $23.1M | 9.53% | 1.55% | -15.0% | Q4 2022 |
| RZLT | $23M | 9.50% | 2.69% | -19.2% | Q4 2024 |
| NKTR | $17.1M | 7.04% | 1.53% | Not reported | Q3 2019 |
| ZURA | $16.5M | 6.81% | 5.87% | +20.4% | Q2 2023 |
| SLNO | $15.2M | 6.27% | 0.42% | New | Q3 2025 |
 ASND | $14.9M | 6.15% | 0.12% | Not reported | Q1 2015 |
| ABVX | $12.7M | 5.25% | 0.24% | -88.4% | Q4 2023 |
| APGE | $12.1M | 4.98% | 0.51% | Not reported | Q3 2023 |
| DNTH | $10.5M | 4.31% | 0.62% | Not reported | Q1 2024 |
 CYTK | $8.24M | 3.40% | 0.13% | Not reported | Q1 2014 |
| IMVT | $8.06M | 3.32% | 0.29% | +90.7% | Q1 2025 |
 XENE | $8.03M | 3.31% | 0.26% | Not reported | Q3 2021 |
| NGNE | $7.74M | 3.19% | 3.02% | -8.0% | Q4 2023 |
| EPRX | $7.08M | 2.92% | 3.37% | New | Q3 2025 |
| UPB | $5.64M | 2.33% | 0.56% | Not reported | Q4 2024 |
| JBIO | $5.46M | 2.25% | 1.94% | +27.0% | Q2 2025 |
 IONS | $5.23M | 2.16% | 0.05% | -84.0% | Q3 2019 |
| AKRO | $4.93M | 2.03% | 0.13% | Not reported | Q3 2023 |
 TSHA | $4.91M | 2.02% | 0.55% | Not reported | Q2 2025 |
| CNTX | $4.54M | 1.87% | 5.10% | Not reported | Q2 2024 |
| PHVS | $3.87M | 1.60% | 0.29% | New | Q3 2025 |
| DBVT | $3.79M | 1.56% | 0.28% | +1.0% | Q3 2016 |
 LEGN | $3.7M | 1.53% | 0.03% | -67.6% | Q1 2025 |
| ORKA | $3.53M | 1.45% | 0.38% | Not reported | Q3 2024 |
| UNCY | $3.47M | 1.43% | 3.82% | Not reported | Q3 2024 |
| SANA | $2.49M | 1.02% | 0.27% | New | Q3 2025 |
 ABSI | $2.42M | 1.00% | 0.53% | New | Q3 2025 |
 PLRX | $1.26M | 0.52% | 1.38% | Not reported | Q2 2022 |