Lion Point Capital, L.P. 13F annual report

Lion Point Capital, L.P. is an investment fund managing more than $111 billion ran by Irshad Karim. There are currently 26 companies in Mr. Karim’s portfolio. The largest investments include Semtech and Marinus Pharmaceuticals Inc, together worth $79.7 billion.

$111 billion Assets Under Management (AUM)

As of 7th February 2024, Lion Point Capital, L.P.’s top holding is 2,577,855 shares of Semtech currently worth over $56.5 billion and making up 50.8% of the portfolio value.Relative to the number of outstanding shares of Semtech, Lion Point Capital, L.P. owns more than approximately 0.1% of the company.In addition, the fund holds 2,134,337 shares of Marinus Pharmaceuticals Inc worth $23.2 billion, whose value grew 49.8% in the past six months. The third-largest holding is Ardelyx Inc worth $7.14 billion and the next is Milestone Pharmaceuticals In worth $2.76 billion, with 1,650,207 shares owned.

Currently, Lion Point Capital, L.P.'s portfolio is worth at least $111 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Lion Point Capital, L.P.

The Lion Point Capital, L.P. office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Irshad Karim serves as the General Counsel and Chief Compliance Officer at Lion Point Capital, L.P..