Portfolio (Quarterly) Guide ↗

Lion Point Capital, LP

· CIK 0001643354

13F Portfolio $17M AUM 35 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 Added 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DAWN	DAY ONE BIOPHARMACEUTICALS I	Healthcare	42,000	$391K	2.03%	SOLD
2	—	VENTYX BIOSCIENCES INC	—	41,500	$375K	1.94%	SOLD
3	NERV	MINERVA NEUROSCIENCES INC	Healthcare	35,000	$141K	0.73%	SOLD
4	—	MERSANA THERAPEUTICS INC	—	100	$3K	0.01%	SOLD

Sector Allocation

Healthcare 100.0%