Lion Point Capital’s Humacyte HUMA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$507K	Hold	650,000	–	–	2.43%	17
2026 Q1	$394K	Buy	650,000 +150,000	+30%	+$156K	2.36%	17
2025 Q4	$480K	Buy	500,000 +416,500	+499%	+$590K	2.49%	15
2025 Q3	$145K	Hold	83,500	–	–	0.83%	26
2025 Q2	$175K	Hold	83,500	–	–	1.18%	19
2025 Q1	$142K	Buy	+83,500	New	+$313K	0.91%	20
2024 Q2	–	Sell	-235,000	Closed	-$731K	–	28
2024 Q1	$731K	Hold	235,000	–	–	0.41%	20
2023 Q4	$667K	Hold	235,000	–	–	0.33%	20
2023 Q3	$689K	Buy	+235,000	New	+$778K	0.31%	21

Other funds holding HUMA

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

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

GPP

Great Point Partners Greenwich, Connecticut $529M AUM 337.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Lion Point Capital held its Humacyte (HUMA) position steady in Q2 2026 at 650,000 shares worth $507K. The position accounts for 2.43% of the portfolio, ranked #17.

Lion Point Capital first reported a position in HUMA in Q3 2023 and has held it in 9 quarters since. The position peaked at $731K in Q1 2024. 163 funds tracked by Wall St. Rank hold HUMA as of Q2 2026.

Lion Point Capital held 650,000 shares of Humacyte worth $507K as of Q2 2026.
Lion Point Capital left its Humacyte share count unchanged in Q2 2026.
Humacyte made up 2.43% of Lion Point Capital's portfolio in Q2 2026, its #17 holding.
Lion Point Capital first reported a position in Humacyte in Q3 2023 and has held it in 9 quarters since.
Lion Point Capital's Humacyte position peaked at $731K in Q1 2024.
163 funds tracked by Wall St. Rank held Humacyte as of Q2 2026.

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