Lion Point Capital’s Kiniksa Pharmaceuticals KNSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,400	Closed	-$909K	–	42
2025 Q3	$909K	Sell	23,400 -22,500	-49%	-$731K	5.16%	6
2025 Q2	$1.27M	Hold	45,900	–	–	8.62%	3
2025 Q1	$1.02M	Hold	45,900	–	–	6.5%	5
2024 Q4	$908K	Sell	45,900 -15,500	-25%	-$354K	4.75%	8
2024 Q3	$1.53M	Sell	61,400 -43,291	-41%	-$1.05M	3.42%	8
2024 Q2	$1.95M	Sell	104,691 -26,000	-20%	-$487K	3.56%	8
2024 Q1	$2.58M	Hold	130,691	–	–	1.44%	7
2023 Q4	$2.29M	Hold	130,691	–	–	1.15%	9
2023 Q3	$2.27M	Hold	130,691	–	–	1.01%	9
2023 Q2	$1.84M	Buy	130,691 +17,151	+15%	+$230K	0.83%	11
2023 Q1	$1.22M	Sell	113,540 -232,960	-67%	-$3.07M	0.5%	19
2022 Q4	$3.69M	Sell	346,500 -133,500	-28%	-$1.94M	0.53%	18
2022 Q3	$5.14M	Hold	480,000	–	–	1.13%	22
2022 Q2	$5.14M	Hold	480,000	–	–	0.59%	26
2022 Q1	$4.77M	Buy	480,000 +425,000	+773%	+$4.5M	1.11%	21
2021 Q4	$647K	Sell	55,000 -440,748	-89%	-$5.42M	0.17%	28
2021 Q3	$5.65M	Hold	495,748	–	–	1.06%	21
2021 Q2	$6.91M	Hold	495,748	–	–	1.19%	18
2021 Q1	$9.18M	Hold	495,748	–	–	1.67%	14
2020 Q4	$8.76M	Hold	495,748	–	–	1.69%	14
2020 Q3	$7.59M	Hold	495,748	–	–	1.67%	15
2020 Q2	$12.6M	Hold	495,748	–	–	3.06%	13
2020 Q1	$7.67M	Buy	+495,748	New	+$7.76M	2.03%	14

Other funds holding KNSA

RCMNY

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FFM

Fairmount Funds Management West Conshohocken, Pennsylvania $1.51B AUM 546.08% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lion Point Capital's KNSA Position: Q4 2025 in Review

Lion Point Capital sold out of Kiniksa Pharmaceuticals (KNSA) in Q4 2025, closing a stake of 23,400 shares — an estimated $909K sold.

Lion Point Capital first reported a position in KNSA in Q1 2020 and held it in 23 quarters. The position peaked at $12.6M in Q2 2020. 224 funds tracked by Wall St. Rank hold KNSA as of Q4 2025.

Lion Point Capital reported no remaining Kiniksa Pharmaceuticals position as of Q4 2025 after selling out during the quarter.
Lion Point Capital sold 23,400 Kiniksa Pharmaceuticals shares in Q4 2025, an estimated $909K.
Lion Point Capital first reported a position in Kiniksa Pharmaceuticals in Q1 2020 and held it in 23 quarters.
Lion Point Capital's Kiniksa Pharmaceuticals position peaked at $12.6M in Q2 2020.
224 funds tracked by Wall St. Rank held Kiniksa Pharmaceuticals as of Q4 2025.

Based on Lion Point Capital's 13F filing for Q4 2025, filed 17 Feb 2026.