StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only.
- Positions
- 59
- No filing for Q3 2023
- Portfolio value
- $371.1M
- No filing for Q3 2023
StemPoint Capital LP did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 2,169,116 | $24.4M | 6.6% | – | – | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,094,494 | $23.7M | 6.4% | – | – | History |
| ACLXArcellx, Inc. | COMMON STOCK | 313,604 | $17.4M | 4.7% | – | – | History |
| MRUSMerus N.V. | COM | 501,806 | $13.8M | 3.7% | – | – | History |
| IMVTImmunovant, Inc. | COM | 322,015 | $13.6M | 3.7% | – | – | History |
| FOLDAmicus Therapeutics, Inc. | COM | 862,815 | $12.2M | 3.3% | – | – | History |
| PTGXProtagonist Therapeutics, Inc | COM | 513,681 | $11.8M | 3.2% | – | – | History |
| IMTXImmatics N.V. | SHS | 1,020,214 | $10.7M | 2.9% | – | – | History |
| BBIOBridgeBio Pharma, Inc. | COM | 253,948 | $10.3M | 2.8% | – | – | History |
| CABACabaletta Bio, Inc. | COM | 450,706 | $10.2M | 2.8% | – | – | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 167,851 | $10.1M | 2.7% | – | – | History |
| Argenx SE04016X901 | CALL | 26,484 | $10.1M | 2.7% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 89,016 | $9.70M | 2.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 61,011 | $9.56M | 2.6% | – | – | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 249,575 | $8.88M | 2.4% | – | – | History |
| LLYEli Lilly & Co | Stock | 15,067 | $8.78M | 2.4% | – | – | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,790,182 | $8.76M | 2.4% | – | – | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,594,536 | $8.38M | 2.3% | – | – | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 378,766 | $8.15M | 2.2% | – | – | History |
| Teva Pharmaceutical Inds Ltd881624909 | CALL | 701,597 | $7.32M | 2.0% | – | – | – |
| IRONDisc Medicine, Inc. | COM | 125,429 | $7.24M | 2.0% | – | – | History |
| LNTHLantheus Holdings, Inc. | Stock | 108,911 | $6.75M | 1.8% | – | – | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 104,650 | $6.30M | 1.7% | – | – | History |
| ATXSAstria Therapeutics, Inc. | COM | 856,952 | $6.16M | 1.7% | – | – | History |
| INSMINSMED Inc | COM PAR $.01 | 173,579 | $5.38M | 1.4% | – | – | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 423,174 | $5.18M | 1.4% | – | – | History |
| BHVNBiohaven Ltd. | COM | 111,354 | $4.77M | 1.3% | – | – | History |
| SAGESage Therapeutics, Inc. | COM | 218,319 | $4.73M | 1.3% | – | – | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 20,444 | $4.73M | 1.3% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,921 | $4.72M | 1.3% | – | – | History |
| ANIPAni Pharmaceuticals Inc | COM | 85,382 | $4.71M | 1.3% | – | – | History |
| ALPNAlpine Immune Sciences, Inc. | COM | 246,178 | $4.69M | 1.3% | – | – | History |
| ETNB89bio, Inc. | COM | 408,257 | $4.56M | 1.2% | – | – | History |
| SLRNACELYRIN, Inc. | COM | 587,373 | $4.38M | 1.2% | – | – | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 182,258 | $4.30M | 1.2% | – | – | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 281,287 | $3.95M | 1.1% | – | – | History |
| LRMRLarimar Therapeutics, Inc. | COM | 783,172 | $3.56M | 1.0% | – | – | History |
| SCPHscPharmaceuticals Inc. | COM | 567,211 | $3.56M | 1.0% | – | – | History |
| FATEFate Therapeutics Inc | COM | 898,196 | $3.36M | 0.9% | – | – | History |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 183,102 | $3.21M | 0.9% | – | – | History |
| APLTApplied Therapeutics, Inc. | COM | 907,152 | $3.04M | 0.8% | – | – | History |
| NBIXNeurocrine Biosciences Inc | Stock | 22,500 | $2.96M | 0.8% | – | – | History |
| Jasper Therapeutics Inc471871903 | CALL | 3,707,110 | $2.92M | 0.8% | – | – | – |
| AUTLAutolus Therapeutics plc | SPON ADS | 451,375 | $2.91M | 0.8% | – | – | History |
| ANNXAnnexon, Inc. | COM | 607,100 | $2.76M | 0.7% | – | – | History |
| Morphosys AG617760902 | CALL | 277,485 | $2.75M | 0.7% | – | – | – |
| FULCFulcrum Therapeutics, Inc. | COM | 376,573 | $2.54M | 0.7% | – | – | History |
| EYPTEyePoint, Inc. | COM NEW | 95,732 | $2.21M | 0.6% | – | – | History |
| ACIUAC Immune SA | SHS | 434,588 | $2.17M | 0.6% | – | – | History |
| CYTKCytokinetics Inc | COM NEW | 24,111 | $2.01M | 0.5% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 59,038 | $1.81M | 0.5% | – | – | History |
| AMAMAmbrx Biopharma, Inc. | COM | 126,101 | $1.80M | 0.5% | – | – | History |
| RAPTRAPT Therapeutics, Inc. | COM | 58,450 | $1.45M | 0.4% | – | – | History |
| OCULOcular Therapeutix, Inc | COM | 279,648 | $1.25M | 0.3% | – | – | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 83,381 | $1.23M | 0.3% | – | – | History |
| STTKShattuck Labs, Inc. | COM | 147,752 | $1.05M | 0.3% | – | – | History |
| ANABAnaptysbio, Inc | COM | 45,000 | $963.9K | 0.3% | – | – | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 30,990 | $627.5K | 0.2% | – | – | History |
| CRGXCARGO Therapeutics, Inc. | COM | 26,875 | $622.2K | 0.2% | – | – | History |
Options (8)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $1.19M | – |
| iShares Russell 2000 ETF464287655 | ETF | $573.8K | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | $375.0K | – |
| IRONDisc Medicine, Inc. | COM | – | $371.3K |
| iShares Tr464287556 | ISHARES BIOTECH | $360.0K | – |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $335.0K | – |
| ACLXArcellx, Inc. | COMMON STOCK | – | $283.5K |
| Invesco QQQ Trust Series I46090E103 | ETF | $231.6K | – |