Stonepine Capital Management, LLC Portfolio Holdings

Stonepine Capital Management, LLC

  • $123 Billion
  • Q3 2025

Stonepine Capital Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Verastem Inc with a value of $23.6B, Adma Biologics, Inc. with a value of $10.8B, Evolus, Inc. with a value of $9.43B, Kempharm, Inc with a value of $7.7B, and Nektar Therapeutics with a value of $4.84B.

Examining the 13F form we can see an increase of $21.1B in the current position value, from $102B to 123B.

Stonepine Capital Management, LLC is based out at Bend, OR

Below you can find more details about Stonepine Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $123 Billion
Healthcare: $69.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Verastem Inc
-
$23.6 Billion 19.17% of portfolio
-
Q3 2025 Added 96.27%
$3.06B
$10.8 Billion 8.81% of portfolio
739,000
Q3 2025 Reduced 1.47%
$405M
$9.43 Billion 7.67% of portfolio
1,536,391
Q3 2025 Added 67.64%
$170M
$7.7 Billion 6.26% of portfolio
810,000
Q3 2025 Added 4.43%
Nektar Therapeutics
-
$4.84 Billion 3.93% of portfolio
-
Q3 2025 Added 69.32%
$646M
$4.56 Billion 3.71% of portfolio
647,382
Q3 2025 Added 43.86%
$371M
$4.45 Billion 3.62% of portfolio
115,459
Q3 2025 Reduced 24.11%
$3.89B
$3.72 Billion 3.03% of portfolio
174,544
Q3 2025 Reduced 22.42%
$250M
$3.65 Billion 2.97% of portfolio
305,000
Q3 2025 Reduced 49.51%
X4 Pharmaceuticals Inc
-
$3.61 Billion 2.94% of portfolio
-
Q3 2025 New
-
$3.43 Billion 2.79% of portfolio
-
Q3 2025 New
Surrozen Inc
-
$3.22 Billion 2.62% of portfolio
-
Q3 2025 Reduced 18.26%
$18.8M
$3.21 Billion 2.61% of portfolio
2,155,519
Q3 2025 Added 3.44%
Indivior PLC
-
$2.41 Billion 1.96% of portfolio
-
Q3 2025 Reduced 71.43%
$26.5M
$2.38 Billion 1.94% of portfolio
450,970
Q3 2025 Added 902.16%
$423M
$2.19 Billion 1.78% of portfolio
1,600,000
Q3 2025 Added 60.0%
Edesa Biotech Inc
-
$1.7 Billion 1.38% of portfolio
-
Q3 2025 New
Aytu Biopharma Inc
-
$1.68 Billion 1.36% of portfolio
-
Q3 2025 Added 9.74%
Soleno Therapeutics Inc
-
$1.62 Billion 1.32% of portfolio
-
Q3 2025 New
Kezar Life Sciences Inc
-
$1.49 Billion 1.21% of portfolio
-
Q3 2025 Added 125.59%
Alumis Inc
-
$1.2 Billion 0.97% of portfolio
-
Q3 2025 Reduced 14.19%
Inhibikase Therapeutics Inc
-
$1.19 Billion 0.97% of portfolio
-
Q3 2025 Added 0.17%
Bioage Labs Inc
-
$1.11 Billion 0.9% of portfolio
-
Q3 2025 Added 24.81%
$908M
$1.1 Billion 0.9% of portfolio
200,000
Q3 2025 Reduced 63.96%
$55.5M
$1.09 Billion 0.88% of portfolio
670,000
Q3 2025 Added 359.22%
$131M
$1.07 Billion 0.87% of portfolio
850,100
Q3 2025 Added 29.32%
$1.4B
$1.07 Billion 0.87% of portfolio
108,094
Q3 2025 Added 260.31%
$246M
$973 Million 0.79% of portfolio
195,000
Q3 2025 Reduced 22.0%
$747M
$914 Million 0.74% of portfolio
160,000
Q3 2025 Added 23.08%
$1.3B
$846 Million 0.69% of portfolio
157,569
Q3 2025 New
$161M
$725 Million 0.59% of portfolio
459,018
Q3 2025 New
$22.1M
$716 Million 0.58% of portfolio
563,913
Q3 2025 Added 3.57%
$75.8M
$685 Million 0.56% of portfolio
453,800
Q3 2025 Added 316.29%
$474M
$670 Million 0.54% of portfolio
60,000
Q3 2025 Reduced 22.22%
Grace Therapeutics Inc
-
$628 Million 0.51% of portfolio
-
Q3 2025 Reduced 27.86%
$2.32B
$602 Million 0.49% of portfolio
20,000
Q3 2025 New
$940M
$572 Million 0.47% of portfolio
37,200
Q3 2025 Reduced 59.96%
$288M
$562 Million 0.46% of portfolio
100,600
Q3 2025 New
$255M
$539 Million 0.44% of portfolio
204,770
Q3 2025 New
Boundless Bio Inc
-
$509 Million 0.41% of portfolio
-
Q3 2025 Added 289.41%
$124M
$443 Million 0.36% of portfolio
155,551
Q3 2025 Added 55.55%
$84.2M
$428 Million 0.35% of portfolio
289,237
Q3 2025 New
$1.55B
$434 Million 0.35% of portfolio
10,585
Q3 2025 Added 51.21%
$255M
$399 Million 0.32% of portfolio
125,000
Q3 2025 New
Kiora Pharmaceuticals Inc
-
$391 Million 0.32% of portfolio
-
Q3 2025 Reduced 21.01%
$385M
$376 Million 0.31% of portfolio
40,000
Q3 2025 Reduced 81.74%
$168M
$367 Million 0.3% of portfolio
192,900
Q3 2025 Reduced 60.74%
In8 Bio Inc
-
$346 Million 0.28% of portfolio
-
Q3 2025 Added 93.4%
Helius Med Technologies Inc
-
$298 Million 0.24% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $123 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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