StockDriftsStockDriftsTop 50 Stonepine Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSTM | VERASTEM INC | 9.74% | 3.35M | $12.8M | +1.43%(+47.33K) | $5.56(+23.83%) | 2026-06-30 | |
| EOLS | EVOLUS INC | 8.4% | 1.59M | $11.0M | -9.60%(-168.93K) | $7.71(+6.29%) | 2026-06-30 | |
| TENX | TENAX THERAPEUTICS INC | 7.31% | 660.0K | $9.6M | -32.32%(-315.20K) | $13.96(-86.85%) | 2026-06-30 | |
| NKTR | NEKTAR THERAPEUTICS | 6.41% | 120.7K | $8.4M | +41.95%(+35.65K) | $36.54(+102.15%) | 2026-06-30 | |
| ADMA | ADMA BIOLOGICS INC | 4.72% | 740.0K | $6.2M | +0.00%(+0) | $2.27(+318.13%) | 2026-06-30 | |
| CAMP | CAMP4 THERAPEUTICS CORP | 4.62% | 1.39M | $6.1M | +0.00%(+0) | $5.15(-2.60%) | 2026-06-30 | |
| KZIA | KAZIA THERAPEUTICS LTD | 3.7% | 345.2K | $4.9M | +0.00%(+0) | $7.05(+92.98%) | 2026-06-30 | |
| INDV | INDIVIOR PHARMACEUTICALS INC | 3.12% | 100.0K | $4.1M | new | $12.65(+210.17%) | 2026-06-30 | |
| CRBP | CORBUS PHARMACEUTICALS HLDGS | 3.03% | 425.0K | $4.0M | +10.83%(+41.54K) | $10.11(+1.79%) | 2026-06-30 | |
| MSLE | SATELLOS BIOSCIENCE INC | 2.83% | 491.6K | $3.7M | +391.62%(+391.62K) | $6.62(+48.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -6.49% | -18.23% | -5.47% | -24.53% |
| Top 20 Holdings Unweighted | +6.52% | +20.87% | -6.18% | -27.31% |
Stonepine Capital Management LLC reports $177.26M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VSTM (9.7%), EOLS (8.4%) and TENX (7.3%). The top 20 holdings account for 73.07% of reported assets. Its disclosed equity book has returned -18.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stonepine Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1440771). View Stonepine Capital Management LLC’s 13F filings on SEC