StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Aug 9, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 45
- −14 vs. Q4 2023
- Portfolio value
- $374.3M
- +$3.16M (+0.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 3,553,844 | $37.5M | 10.0% | +1,384,728+63.8% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 619,789 | $29.0M | 7.8% | +370,214+148.3% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,100,988 | $26.2M | 7.0% | +6,494+0.6% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,205,899 | $21.9M | 5.8% | −388,637−15.0% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 627,228 | $20.3M | 5.4% | +305,213+94.8% | Added | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 2,965,721 | $18.9M | 5.1% | +2,514,346+557.0% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,547,141 | $18.2M | 4.9% | +684,326+79.3% | Added | History |
| CABACabaletta Bio, Inc. | COM | 1,003,916 | $17.1M | 4.6% | +553,210+122.7% | Added | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 1,161,060 | $13.8M | 3.7% | +737,886+174.4% | Added | History |
| APLTApplied Therapeutics, Inc. | COM | 2,017,016 | $13.7M | 3.7% | +1,109,864+122.3% | Added | History |
| LLYEli Lilly & Co | Stock | 15,067 | $11.7M | 3.1% | 00.0% | Unchanged | History |
| MRUSMerus N.V. | COM | 233,871 | $10.5M | 2.8% | −267,935−53.4% | Reduced | History |
| ACLXArcellx, Inc. | COMMON STOCK | 140,267 | $9.76M | 2.6% | −173,337−55.3% | Reduced | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,848,582 | $9.29M | 2.5% | +58,400+3.3% | Added | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 222,253 | $8.08M | 2.2% | +191,263+617.2% | Added | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,794,195 | $7.64M | 2.0% | +1,794,195 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 272,448 | $7.39M | 2.0% | +98,869+57.0% | Added | History |
| TRMLTourmaline Bio, Inc. | COM | 274,219 | $6.28M | 1.7% | +274,219 | New | History |
| ANABAnaptysbio, Inc | COM | 269,548 | $6.07M | 1.6% | +224,548+499.0% | Added | History |
| LRMRLarimar Therapeutics, Inc. | COM | 740,877 | $5.62M | 1.5% | −42,295−5.4% | Reduced | History |
| IMTXImmatics N.V. | SHS | 491,926 | $5.17M | 1.4% | −528,288−51.8% | Reduced | History |
| SLNOSoleno Therapeutics Inc | COM | 115,833 | $4.96M | 1.3% | +115,833 | New | History |
| SLRNACELYRIN, Inc. | COM | 714,773 | $4.82M | 1.3% | +127,400+21.7% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 121,642 | $4.58M | 1.2% | +121,642 | New | History |
| BHVNBiohaven Ltd. | COM | 83,461 | $4.56M | 1.2% | −27,893−25.0% | Reduced | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 90,647 | $4.55M | 1.2% | −77,204−46.0% | Reduced | History |
| ANNXAnnexon, Inc. | COM | 605,117 | $4.34M | 1.2% | −1,983−0.3% | Reduced | History |
| FULCFulcrum Therapeutics, Inc. | COM | 407,108 | $3.84M | 1.0% | +30,535+8.1% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 87,393 | $3.83M | 1.0% | +87,393 | New | History |
| JSPRJasper Therapeutics, Inc. | COM NEW | 129,211 | $3.79M | 1.0% | +129,211 | New | History |
| AVDLAvadel Pharmaceuticals PLC | Stock | 223,660 | $3.78M | 1.0% | +223,660 | New | History |
| IRONDisc Medicine, Inc. | COM | 60,129 | $3.74M | 1.0% | −65,300−52.1% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,087,785 | $3.12M | 0.8% | +1,087,785 | New | History |
| ATXSAstria Therapeutics, Inc. | COM | 230,273 | $2.68M | 0.7% | −626,679−73.1% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 62,253 | $2.36M | 0.6% | −316,513−83.6% | Reduced | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 200,000 | $2.08M | 0.6% | +200,000 | New | History |
| EFTReFFECTOR Therapeutics, Inc. | COM NEW | 132,793 | $1.91M | 0.5% | +132,793 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 80,334 | $1.90M | 0.5% | +80,334 | New | History |
| CGONCG Oncology, Inc. | COM | 40,723 | $1.79M | 0.5% | +40,723 | New | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,385,750 | $1.73M | 0.5% | +1,385,750 | New | – |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 26,893 | $1.64M | 0.4% | +26,893 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 43,456 | $1.30M | 0.3% | +43,456 | New | History |
| CRGXCARGO Therapeutics, Inc. | COM | 51,126 | $1.14M | 0.3% | +24,251+90.2% | Added | History |
| KYTXKyverna Therapeutics, Inc. | COM | 41,000 | $1.02M | 0.3% | +41,000 | New | History |
| TARAProtara Therapeutics, Inc. | COM STK | 168,442 | $675.5K | 0.2% | +168,442 | New | History |
Options (17)
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 |
|---|---|---|---|
| CABACabaletta Bio, Inc. | COM | $1.07M | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $876.0K | – |
| ARQTArcutis Biotherapeutics, Inc. | COM | $515.6K | – |
| IMVTImmunovant, Inc. | COM | – | $318.8K |
| MRUSMerus N.V. | COM | $212.5K | – |
| Avidity Biosciences, Inc.05370A108 | COM | – | $183.8K |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | $157.5K | – |
| ACLXArcellx, Inc. | COMMON STOCK | $135.0K | – |
| BHVNBiohaven Ltd. | COM | $121.5K | – |
| FOLDAmicus Therapeutics, Inc. | COM | – | $120.0K |
| VERAVera Therapeutics, Inc. | CL A | $75.0K | – |
| KRYSKrystal Biotech, Inc. | COM | $71.0K | – |
| AUTLAutolus Therapeutics plc | SPON ADS | – | $68.8K |
| ROIVRoivant Sciences Ltd. | SHS | $56.3K | – |
| TARSTarsus Pharmaceuticals, Inc. | COM | $41.3K | – |
| TARAProtara Therapeutics, Inc. | COM STK | – | $13.2K |
| UTHRUnited Therapeutics Corp | COM | – | $10.8K |
Sold out since Q4 2023 (31)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| PTGXProtagonist Therapeutics, Inc | COM | 513,681 | $11.8M | 3.2% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 253,948 | $10.3M | 2.8% | 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 |
| Teva Pharmaceutical Inds Ltd881624909 | CALL | 701,597 | $7.32M | 2.0% | – |
| LNTHLantheus Holdings, Inc. | Stock | 108,911 | $6.75M | 1.8% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 104,650 | $6.30M | 1.7% | 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 |
| CBAYCymaBay Therapeutics, Inc. | COM | 182,258 | $4.30M | 1.2% | History |
| OLMAOlema Pharmaceuticals, Inc. | COM | 281,287 | $3.95M | 1.1% | 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 |
| NBIXNeurocrine Biosciences Inc | Stock | 22,500 | $2.96M | 0.8% | History |
| Jasper Therapeutics Inc471871903 | CALL | 3,707,110 | $2.92M | 0.8% | – |
| Morphosys AG617760902 | CALL | 277,485 | $2.75M | 0.7% | – |
| 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 |