1y return+125.0%S&P 500 +20.9%
3y return+97.0%S&P 500 +68.5%
5y return+101.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $383 against $252 in the S&P 500.2
Great Point Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VORVor Biopharma Inc | $31.3M | 7.4% | −2.9% |
| ABVXAbivax Sa | $27.2M | 6.4% | New |
| VERAVera Therapeutics Inc | $25.8M | 6.1% | +201.4% |
| Zura Bio LtdCUSIP G9TY5A101 | $24.9M | 5.9% | |
| ALMSAlumis Inc | $24.1M | 5.7% | |
| Sol-gel Technologies LtdCUSIP M8694L137 | $20.3M | 4.8% | |
| DFTXDefinium Therapeutics Inc | $20.0M | 4.7% | New |
| ANNXAnnexon Inc | $20.0M | 4.7% | +40.0% |
| ORKAOruka Therapeutics Inc | $17.4M | 4.1% | |
| MLTXMoonlake Immunotherapeutics | $16.7M | 3.9% | +71.2% |
| SGMTSagimet Biosciences Inc | $15.7M | 3.7% | New |
| CTNMContineum Therapeutics Inc | $15.1M | 3.6% | +15.2% |
| IMMXImmix Biopharma Inc | $13.2M | 3.1% | +265.0% |
| CLYMClimb Bio Inc | $13.0M | 3.1% | −25.0% |
| AMLXAmylyx Pharmaceuticals Inc | $12.6M | 3.0% | −60.0% |
| NKTRNektar Therapeutics | $12.2M | 2.9% | −44.7% |
| NGNENeurogene Inc | $11.1M | 2.6% | −29.6% |
| LBRXLb Pharmaceuticals Inc | $10.3M | 2.4% | +5.7% |
| IRDOpus Genetics Inc | $8.1M | 1.9% | +507.4% |
| EPRXEupraxia Pharmaceuticals Inc | $7.9M | 1.9% | |
| DRUGBright Minds Biosciences Inc | $7.7M | 1.8% | −50.2% |
| Inflarx NvCUSIP N44821101 | $6.8M | 1.6% | New |
| RLMDRelmada Therapeutics Inc | $5.8M | 1.4% | |
| Jatt II Acquisition CorpCUSIP G50765109 | $5.7M | 1.3% | New |
| CGEMCullinan Therapeutics Inc | $5.5M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMLXAmylyx Pharmaceuticals Inc | March 31, 2025 | +407.3% | $12.6M |
| ORKAOruka Therapeutics Inc | September 30, 2025 | +394.9% | $17.4M |
| CLYMClimb Bio Inc | December 31, 2025 | +226.0% | $13.0M |
| SLNSilence Therapeutics PLC | December 31, 2025 | +80.6% | $4.9M |
| CGEMCullinan Therapeutics Inc | December 31, 2025 | +75.9% | $5.5M |
| NGNENeurogene Inc | December 31, 2023 | +62.3% | $11.1M |
| CTNMContineum Therapeutics Inc | December 31, 2025 | +43.4% | $15.1M |
| VORVor Biopharma Inc | December 31, 2025 | +40.7% | $31.3M |
| LBRXLb Pharmaceuticals Inc | March 31, 2026 | +31.6% | $10.3M |
| HUMAHumacyte Inc | March 31, 2026 | +28.6% | $2.9M |
Sold off last quarter
- Apogee Therapeutics IncCUSIP 03770N101 was $31.5M
- Kalvista Pharmaceuticals IncCUSIP 483497103 was $13.6M
- IMVTImmunovant Inc was $13.6M
- JBIOJade Biosciences Inc was $13.6M
- ZBIOZenas Biopharma Inc was $10.2M
- CMPXCompass Therapeutics Inc was $7.1M
- Scynexis IncCUSIP 811292200 was $6.9M
- CNTXContext Therapeutics Inc was $5.9M
- UNCYUnicycive Therapeutics Inc was $5.2M
- TENXTenax Therapeutics Inc was $5.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.6% | +14.8% |
| March 31, 2026 | +14.9% | −4.6% |
| December 31, 2025 | +18.4% | +2.4% |
| September 30, 2025 | +37.2% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −16.4% | −4.6% |
| December 31, 2024 | −22.1% | +2.1% |
| September 30, 2024 | +0.8% | +5.4% |
| June 30, 2024 | −11.1% | +4.0% |
| March 31, 2024 | +18.8% | +10.0% |
| December 31, 2023 | +26.7% | +11.2% |
| September 30, 2023 | −9.5% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +0.8% | +7.0% |
| December 31, 2022 | −3.0% | +7.1% |
| September 30, 2022 | +22.3% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −7.4% | −4.9% |
| December 31, 2021 | +2.6% | +10.7% |
| September 30, 2021 | −0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Great Point Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1281446&type=13F-HR&dateb=&owner=include&count=40CIK 1281446
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1281446/000117266126003750/Filed August 14, 2026 · accession 0001172661-26-003750