Lion Point Capital’s Arcutis Biotherapeutics ARQT Stock Holding History

Lion Point Capital’s Portfolio ARQT Stock Details ARQT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$138K	Hold	5,250	–	–	0.66%	34
2026 Q1	$124K	Hold	5,250	–	–	0.74%	33
2025 Q4	$152K	Sell	5,250 -30,050	-85%	-$769K	0.79%	34
2025 Q3	$665K	Sell	35,300 -11,000	-24%	-$173K	3.78%	15
2025 Q2	$649K	Hold	46,300	–	–	4.41%	12
2025 Q1	$724K	Hold	46,300	–	–	4.62%	10
2024 Q4	$645K	Buy	46,300 +11,200	+32%	+$123K	3.38%	16
2024 Q3	$326K	Buy	+35,100	New	+$346K	0.73%	20

Other funds holding ARQT

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FLSM

Frazier Life Sciences Management Palo Alto, California $4.59B AUM 237.58% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Lion Point Capital's ARQT Position: Q2 2026 in Review

Lion Point Capital held its Arcutis Biotherapeutics (ARQT) position steady in Q2 2026 at 5,250 shares worth $138K. The position accounts for 0.66% of the portfolio, ranked #34.

Lion Point Capital first reported a position in ARQT in Q3 2024 and has held it in 8 quarters since. The position peaked at $724K in Q1 2025. 273 funds tracked by Wall St. Rank hold ARQT as of Q2 2026.

Lion Point Capital held 5,250 shares of Arcutis Biotherapeutics worth $138K as of Q2 2026.
Lion Point Capital left its Arcutis Biotherapeutics share count unchanged in Q2 2026.
Arcutis Biotherapeutics made up 0.66% of Lion Point Capital's portfolio in Q2 2026, its #34 holding.
Lion Point Capital first reported a position in Arcutis Biotherapeutics in Q3 2024 and has held it in 8 quarters since.
Lion Point Capital's Arcutis Biotherapeutics position peaked at $724K in Q1 2025.
273 funds tracked by Wall St. Rank held Arcutis Biotherapeutics as of Q2 2026.

Based on Lion Point Capital's 13F filing for Q2 2026, filed 14 Aug 2026.