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Lion Point Capital’s Disc Medicine IRON Stock Holding History

Lion Point Capital’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$592K Hold
8,100
– – 2.83% 15
2026
Q1 		$518K Hold
8,100
– – 3.1% 11
2025
Q4 		$643K Sell
8,100
-2,500
-24% -$211K 3.33% 12
2025
Q3 		$700K Hold
10,600
– – 3.98% 12
2025
Q2 		$561K Hold
10,600
– – 3.81% 13
2025
Q1 		$526K Hold
10,600
– – 3.36% 14
2024
Q4 		$672K Buy
10,600
+2,900
+38% +$168K 3.52% 14
2024
Q3 		$378K Buy
+7,700
New +$362K 0.84% 18

Other funds holding IRON

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $881M AUM 160.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Lion Point Capital held its Disc Medicine (IRON) position steady in Q2 2026 at 8,100 shares worth $592K. The position accounts for 2.83% of the portfolio, ranked #15.

Lion Point Capital first reported a position in IRON in Q3 2024 and has held it in 8 quarters since. The position peaked at $700K in Q3 2025. 215 funds tracked by Wall St. Rank hold IRON as of Q2 2026.

  • Lion Point Capital held 8,100 shares of Disc Medicine worth $592K as of Q2 2026.
  • Lion Point Capital left its Disc Medicine share count unchanged in Q2 2026.
  • Disc Medicine made up 2.83% of Lion Point Capital's portfolio in Q2 2026, its #15 holding.
  • Lion Point Capital first reported a position in Disc Medicine in Q3 2024 and has held it in 8 quarters since.
  • Lion Point Capital's Disc Medicine position peaked at $700K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Disc Medicine as of Q2 2026.

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