GREAT POINT PARTNERS LLC

CIK

1281446

Location

Greenwich, CT

Portfolio Value

Small $483,611,456

Diversification

Diversified

Filing Date

Global Rank

#2,828 / 8,605 ▲ 748 · as of Mar 2026

Top Industry

Biotechnology 83.1%

3Y Alpha vs SPY

+14.6%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+122.4%

SPY

+76.5%

Annualised alpha

+9.7%

Max drawdown

−61.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.5%

+1.7 pts

Top 5

34.6%

−2.9 pts

Top 10

55.8%

−7.4 pts

HHI

439

Diversified−74

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	100.0%	$483,611,456	42

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
ZURA	Zura Bio Ltd	+400,000	4,215,930	$25,084,783
VOR	Vor Biopharma Inc.	+379,893	1,750,000	$31,220,000
CLYM	Climb Bio, Inc.	+354,596	1,334,130	$9,138,790
SLN	Silence Therapeutics plc	+212,457	1,020,489	$5,377,977
JBIO	Jade Biosciences, Inc.	+158,189	964,462	$13,550,691
NGNE	Neurogene Inc.	+150,000	500,000	$10,080,000
NKTR	Nektar Therapeutics	+105,721	316,453	$22,768,793
CTNM	Contineum Therapeutics, Inc.	+198	800,198	$10,450,585
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
CNTX	Context Therapeutics Inc.	−2,445,215	2,238,496	$5,864,859
CGEM	Cullinan Therapeutics, Inc.	−334,032	300,000	$4,263,000
IMVT	Immunovant, Inc.	−204,375	545,625	$13,553,325
KALV	KalVista Pharmaceuticals, Inc.	−10,632	675,000	$13,587,750
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
SCYX	Scynexis Inc	7,554,347	$55,418,689
IBRX	ImmunityBio, Inc.	3,000,800	$23,016,136
SLGL	Sol-Gel Technologies Ltd.	274,363	$21,735,036
ALMS	Alumis Inc.	856,061	$18,859,023
DRUG	Bright Minds Biosciences Inc.	220,000	$16,053,400
ANNX	Annexon, Inc.	2,500,000	$13,850,000
ZBIO	Zenas BioPharma, Inc.	524,066	$10,245,490
MLTX	MoonLake Immunotherapeutics	500,000	$9,320,000
VERA	Vera Therapeutics, Inc.	199,348	$8,019,770
LBRX	Lb Pharmaceuticals Inc	300,000	$7,398,000
CMPX	Compass Therapeutics, Inc.	1,350,000	$7,141,500
PALI	Palisade Bio, Inc.	3,405,757	$5,960,074
RLMD	Relmada Therapeutics, Inc.	842,106	$5,861,057
TENX	Tenax Therapeutics, Inc.	327,307	$5,233,638
PMN	ProMIS Neurosciences Inc.	371,402	$4,716,805
IMMX	Immix Biopharma, Inc.	350,000	$3,188,500
HUMA	Humacyte, Inc.	3,750,000	$2,276,250
GALT	Galectin Therapeutics Inc	800,000	$2,232,000
ALKS	Alkermes plc.	50,000	$1,768,000
AVXL	Anavex Life Sciences Corp.	521,300	$1,600,391
IRD	Opus Genetics, Inc.	324,340	$1,475,747
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IRON	Disc Medicine, Inc.	250,000	$19,852,500
SLNO	Soleno Therapeutics Inc	400,000	$18,520,000
DNTH	Dianthus Therapeutics, Inc. /DE/	350,000	$14,423,500
FULC	Fulcrum Therapeutics, Inc.	800,000	$9,048,000
UPB	Upstream Bio, Inc.	300,000	$8,145,000
RARE	Ultragenyx Pharmaceutical Inc.	300,000	$6,900,000
SANA	Sana Biotechnology, Inc.	700,000	$2,849,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

42 positions · $483,611,456 total · as of Mar 31, 2026

All sectors Healthcare

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCYX	Scynexis Inc Healthcare	NEW	7,554,347	NEW	$55,418,689	NEW	11.46%
APGE	Apogee Therapeutics, Inc. Healthcare	Held	374,000	0	$31,479,580	+11.5%	6.51%
VOR	Vor Biopharma Inc. Healthcare	Added	1,750,000	+379,893	$31,220,000	+74.2%	6.46%
ZURA	Zura Bio Ltd Healthcare	Added	4,215,930	+400,000	$25,084,783	+25.5%	5.19%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Held	1,750,000	0	$24,325,000	+15.1%	5.03%
IBRX	ImmunityBio, Inc. Healthcare	NEW	3,000,800	NEW	$23,016,136	NEW	4.76%
NKTR	Nektar Therapeutics Healthcare	Added	316,453	+105,721	$22,768,793	+155.5%	4.71%
SLGL	Sol-Gel Technologies Ltd. Healthcare	NEW	274,363	NEW	$21,735,036	NEW	4.49%
ALMS	Alumis Inc. Healthcare	NEW	856,061	NEW	$18,859,023	NEW	3.90%
DRUG	Bright Minds Biosciences Inc. Healthcare	NEW	220,000	NEW	$16,053,400	NEW	3.32%
ANNX	Annexon, Inc. Healthcare	NEW	2,500,000	NEW	$13,850,000	NEW	2.86%
KALV	KalVista Pharmaceuticals, Inc. Healthcare	Reduced	675,000	-10,632	$13,587,750	+22.7%	2.81%
IMVT	Immunovant, Inc. Healthcare	Reduced	545,625	-204,375	$13,553,325	−28.9%	2.80%
JBIO	Jade Biosciences, Inc. Healthcare	Added	964,462	+158,189	$13,550,691	+8.9%	2.80%
CTNM	Contineum Therapeutics, Inc. Healthcare	Added	800,198	+198	$10,450,585	+14.3%	2.16%
ZBIO	Zenas BioPharma, Inc. Healthcare	NEW	524,066	NEW	$10,245,490	NEW	2.12%
NGNE	Neurogene Inc. Healthcare	Added	500,000	+150,000	$10,080,000	+39.8%	2.08%
MLTX	MoonLake Immunotherapeutics Healthcare	NEW	500,000	NEW	$9,320,000	NEW	1.93%
CLYM	Climb Bio, Inc. Healthcare	Added	1,334,130	+354,596	$9,138,790	+133.2%	1.89%
ORKA	Oruka Therapeutics, Inc. Healthcare	Held	183,330	0	$8,992,336	+61.8%	1.86%
EPRX	Eupraxia Pharmaceuticals Inc. Healthcare	Held	1,200,000	0	$8,688,000	−4.1%	1.80%
VERA	Vera Therapeutics, Inc. Healthcare	NEW	199,348	NEW	$8,019,770	NEW	1.66%
EVMN	Evommune, Inc. Healthcare	Held	325,000	0	$7,471,750	+34.3%	1.54%
LBRX	Lb Pharmaceuticals Inc Healthcare	NEW	300,000	NEW	$7,398,000	NEW	1.53%
CMPX	Compass Therapeutics, Inc. Healthcare	NEW	1,350,000	NEW	$7,141,500	NEW	1.48%
PALI	Palisade Bio, Inc. Healthcare	NEW	3,405,757	NEW	$5,960,074	NEW	1.23%
CNTX	Context Therapeutics Inc. Healthcare	Reduced	2,238,496	-7,128,926	$5,864,859	−57.4%	1.21%
RLMD	Relmada Therapeutics, Inc. Healthcare	NEW	842,106	NEW	$5,861,057	NEW	1.21%
SLN	Silence Therapeutics plc Healthcare	Added	1,020,489	+212,457	$5,377,977	+9.5%	1.11%
UNCY	Unicycive Therapeutics, Inc. Healthcare	Held	796,558	0	$5,241,351	+14.0%	1.08%
TENX	Tenax Therapeutics, Inc. Healthcare	NEW	327,307	NEW	$5,233,638	NEW	1.08%
PMN	ProMIS Neurosciences Inc. Healthcare	NEW	371,402	NEW	$4,716,805	NEW	0.98%
CGEM	Cullinan Therapeutics, Inc. Healthcare	Reduced	300,000	-334,032	$4,263,000	−35.0%	0.88%
IMMX	Immix Biopharma, Inc. Healthcare	NEW	350,000	NEW	$3,188,500	NEW	0.66%
RZLT	Rezolute, Inc. Healthcare	Held	951,809	0	$2,903,017	+29.2%	0.60%
PHVS	Pharvaris N.V. Healthcare	Held	82,800	0	$2,339,100	+1.8%	0.48%
HUMA	Humacyte, Inc. Healthcare	NEW	3,750,000	NEW	$2,276,250	NEW	0.47%
GALT	Galectin Therapeutics Inc Healthcare	NEW	800,000	NEW	$2,232,000	NEW	0.46%
AVTX	Avalo Therapeutics, Inc. Healthcare	Held	124,666	0	$1,861,263	−17.8%	0.38%
ALKS	Alkermes plc. Healthcare	NEW	50,000	NEW	$1,768,000	NEW	0.37%
AVXL	Anavex Life Sciences Corp. Healthcare	NEW	521,300	NEW	$1,600,391	NEW	0.33%
IRD	Opus Genetics, Inc. Healthcare	NEW	324,340	NEW	$1,475,747	NEW	0.31%