Didric Cederholm's portfolio
In the Q2 2026 13F, filed August 14, 2026, Lion Point Capital reported 35 US stock positions worth $21M. The largest was Cue Biopharma (CUE) at 8.0% of the portfolio. The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
None this quarter.
Trimmed
- Cue BiopharmaCUE$2M
Sold out
None this quarter.
Holdings
35 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Cue BiopharmaCUE | 7.99% | $2M | 52,928 | Trimmed |
| Praxis Precision Medicines I | 7.13% | $1M | 4,450 | Held |
| MoonLake ImmunotherapeuticsMLTX | 6.29% | $1M | 67,500 | Held |
| Fennec PharmaceuticalsFENC | 5.78% | $1M | 112,434 | Held |
| Royalty Pharma PlcRPRX | 5.74% | $1M | 21,400 | Held |
| Compass Pathways PlcCMPS | 5.42% | $1M | 80,000 | Held |
| Milestone Pharmaceuticals In | 5.26% | $1M | 820,000 | Held |
| Benitec BiopharmaBNTC | 3.97% | $829,560 | 62,000 | Held |
| Syndax PharmaceuticalsSNDX | 3.76% | $786,960 | 36,000 | Held |
| Biohaven Pharmaceutical Holding CoBHVN | 3.68% | $769,296 | 51,700 | Held |
| GeronGERN | 3.54% | $739,840 | 578,000 | Held |
| Uniqure Nv | 3.24% | $677,082 | 14,700 | Held |
| ArdelyxARDX | 3.14% | $656,115 | 128,650 | Held |
| Lantheus Hldgs | 2.92% | $610,170 | 5,500 | Held |
| Disc MedicineIRON | 2.83% | $592,434 | 8,100 | Held |
| Sarepta TherapeuticsSRPT | 2.45% | $512,145 | 28,500 | Held |
| HumacyteHUMA | 2.43% | $507,260 | 650,000 | Held |
| Kura OncologyKURA | 2.41% | $504,620 | 46,000 | Held |
| ViatrisVTRS | 2.10% | $439,876 | 27,700 | Held |
| Dyne TherapeuticsDYN | 1.91% | $399,780 | 18,000 | Held |
| BridgeBio PharmaBBIO | 1.78% | $372,400 | 5,000 | Held |
| Edgewise TherapeuticsEWTX | 1.77% | $369,733 | 9,100 | Held |
| Pacira BioSciencesPCRX | 1.64% | $342,495 | 13,500 | Held |
| REGENXBIORGNX | 1.52% | $318,668 | 26,600 | Held |
| Rocket PharmaceuticalsRCKT | 1.41% | $294,120 | 86,000 | Held |
| Janux TherapeuticsJANX | 1.40% | $291,840 | 19,000 | Held |
| Mineralys TherapeuticsMLYS | 1.35% | $283,290 | 10,500 | Held |
| GH ResearchGHRS | 1.31% | $274,176 | 10,200 | Held |
| Seres TherapeuticsMCRB | 1.19% | $249,087 | 31,570 | Held |
| AzentaAZTA | 1.18% | $247,544 | 9,700 | Held |
| Jasper TherapeuticsJSPR | 0.94% | $195,765 | 465,000 | Held |
| InnovivaINVA | 0.89% | $186,222 | 8,200 | Held |
| Innate PharmaIPHA | 0.71% | $149,318 | 81,151 | Held |
| Arcutis BiotherapeuticsARQT | 0.66% | $137,655 | 5,250 | Held |
| Spruce BiosciencesSPRB | 0.26% | $54,000 | 1,000 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Didric Cederholm own?
In the Q2 2026 13F, Lion Point Capital reported 35 US stock positions worth $21M. The largest: Cue Biopharma (CUE) 8.0%, Praxis Precision Medicines I 7.1%, MoonLake Immunotherapeutics (MLTX) 6.3%, Fennec Pharmaceuticals (FENC) 5.8%, Royalty Pharma Plc (RPRX) 5.7%.
What did Didric Cederholm sell last quarter?
In Q2 2026: cut Cue Biopharma (CUE).
When is Didric Cederholm's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.