Great Point Partners LLC holds a focused book of 39 stocks worth $408.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sol-Gel Technologies Ltd and trimmed Kalvista Pharmaceuticals Inc. Their largest long position is Apogee Therapeutics Inc at 8% of the equity book. They also disclosed $23.0M in put options (a bearish bet) and $3.8M in call options (bullish), shown separately below and excluded from the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1281446/holdings"
Use Arkolith to show GREAT POINT PARTNERS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apogee Therapeutics Inc COM | $31.5M | 374.0K | 7.7% | —Held | |
| 2 | Vor Biopharma Inc COM NEW | $31.2M | 1.75M | 7.6% | ▲+28% Added · +380K sh | |
| 3 | Zura Bio Ltd CLASS A ORD SHS | $25.1M | 4.22M | 6.1% | ▲+10% Added · +400K sh | |
| 4 | Amylyx Pharmaceuticals Inc COM | $24.3M | 1.75M | 6.0% | —Held | |
| 5 | Nektar Therapeutics COM NEW | $22.8M | 316.5K | 5.6% | ▲+50% Added · +106K sh | |
| 6 | Sol-Gel Technologies Ltd SHS NEW | $21.7M | 274.4K | 5.3% | ▲New New position | |
| 7 | Alumis Inc COM | $18.9M | 856.1K | 4.6% | ▲New New position | |
| 8 | Bright Minds Biosciences Inc COM NEW | $16.1M | 220.0K | 3.9% | ▲New New position | |
| 9 | Annexon Inc COM | $13.8M | 2.50M | 3.4% | ▲New New position | |
| 10 | Kalvista Pharmaceuticals Inc COM | $13.6M | 675.0K | 3.3% | ▼−1.6% Reduced · −11K sh | |
| 11 | Immunovant Inc COM | $13.6M | 545.6K | 3.3% | ▼−27% Reduced · −204K sh | |
| 12 | Jade Biosciences Inc COM NEW | $13.6M | 964.5K | 3.3% | ▲+20% Added · +158K sh | |
| 13 | Contineum Therapeutics Inc CL A | $10.5M | 800.2K | 2.6% | ▲~0% Added · +198 sh | |
| 14 | Zenas Biopharma Inc COM | $10.2M | 524.1K | 2.5% | ▲New New position | |
| 15 | Neurogene Inc COM | $10.1M | 500.0K | 2.5% | ▲+43% Added · +150K sh | |
| 16 | Moonlake Immunotherapeutics CLASS A ORD | $9.3M | 500.0K | 2.3% | ▲New New position | |
| 17 | Climb Bio Inc COM | $9.1M | 1.33M | 2.2% | ▲+36% Added · +355K sh | |
| 18 | Oruka Therapeutics Inc COM | $9.0M | 183.3K | 2.2% | —Held | |
| 19 | Eupraxia Pharmaceuticals Inc COM | $8.7M | 1.20M | 2.1% | —Held | |
| 20 | Vera Therapeutics Inc CL A | $8.0M | 199.3K | 2.0% | ▲New New position | |
| 21 | Evommune Inc COM SHS | $7.5M | 325.0K | 1.8% | —Held | |
| 22 | LB Pharmaceuticals Inc COM SHS | $7.4M | 300.0K | 1.8% | ▲New New position | |
| 23 | Compass Therapeutics Inc COM | $7.1M | 1.35M | 1.7% | ▲New New position | |
| 24 | Scynexis Inc COM NEW | $6.9M | 7.55M | 1.7% | ▲New New position | |
| 25 | Palisade Bio Inc COM | $6.0M | 3.41M | 1.5% | ▲New New position | |
| 26 | Context Therapeutics Inc COM | $5.9M | 2.24M | 1.4% | ▼−52% Reduced · −2.4M sh | |
| 27 | Relmada Therapeutics Inc COM | $5.9M | 842.1K | 1.4% | ▲New New position | |
| 28 | Silence Therapeutics PLC ADS | $5.4M | 1.02M | 1.3% | ▲+26% Added · +212K sh | |
| 29 | Unicycive Therapeutics Inc COM NEW | $5.2M | 796.6K | 1.3% | —Held | |
| 30 | Tenax Therapeutics Inc COM NEW | $5.2M | 327.3K | 1.3% | ▲New New position | |
| 31 | Promis Neurosciences Inc COM SHS | $4.7M | 371.4K | 1.2% | ▲New New position | |
| 32 | Cullinan Therapeutics Inc COM | $4.3M | 300.0K | 1.0% | ▼−53% Reduced · −334K sh | |
| 33 | Immix Biopharma Inc COM | $3.2M | 350.0K | 0.8% | ▲New New position | |
| 34 | Rezolute Inc COM NEW | $2.9M | 951.8K | 0.7% | —Held | |
| 35 | Pharvaris N V COM | $2.3M | 82.8K | 0.6% | —Held | |
| 36 | Humacyte Inc COM | $2.3M | 3.75M | 0.6% | ▲New New position | |
| 37 | Avalo Therapeutics Inc COM NEW | $1.9M | 124.7K | 0.5% | —Held | |
| 38 | Alkermes PLC SHS | $1.8M | 50.0K | 0.4% | ▲New New position | |
| 39 | Opus Genetics Inc COM | $1.5M | 324.3K | 0.4% | ▲New New position |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | IMMUNITYBIO INCIBRX | $23.0M | 3.0M |
| CALL · bullish | GALECTIN THERAPEUTICS INCGALT | $2.2M | 800K |
| CALL · bullish | ANAVEX LIFE SCIENCES CORPAVXL | $1.6M | 521K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.