StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 42
- −3 vs. Q1 2024
- Portfolio value
- $339.9M
- −$34.3M (−9.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNDXSyndax Pharmaceuticals Inc | COM | 1,412,176 | $29.0M | 8.5% | +311,188+28.3% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 2,712,741 | $28.7M | 8.4% | −841,103−23.7% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 1,011,879 | $26.7M | 7.9% | +384,651+61.3% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 551,095 | $24.7M | 7.3% | −68,694−11.1% | Reduced | History |
| MRUSMerus N.V. | COM | 288,668 | $17.1M | 5.0% | +54,797+23.4% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 280,709 | $15.5M | 4.6% | +140,442+100.1% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 1,495,047 | $14.8M | 4.4% | −52,094−3.4% | Reduced | History |
| IMCRImmunocore Holdings plc | ADS | 339,351 | $11.5M | 3.4% | +339,351 | New | History |
| APLTApplied Therapeutics, Inc. | COM | 2,211,320 | $10.3M | 3.0% | +194,304+9.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 81,508 | $10.2M | 3.0% | +81,508 | New | History |
| GSKGSK plc | ADR | 245,933 | $9.47M | 2.8% | +245,933 | New | History |
| AUTLAutolus Therapeutics plc | SPON ADS | 2,662,732 | $9.27M | 2.7% | −302,989−10.2% | Reduced | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 965,392 | $8.98M | 2.6% | −1,240,507−56.2% | Reduced | History |
| CABACabaletta Bio, Inc. | COM | 1,178,105 | $8.81M | 2.6% | +174,189+17.4% | Added | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 736,765 | $8.68M | 2.6% | −424,295−36.5% | Reduced | History |
| BHVNBiohaven Ltd. | COM | 233,255 | $8.10M | 2.4% | +149,794+179.5% | Added | History |
| VTGNVistagen Therapeutics, Inc. | COM | 1,848,582 | $5.85M | 1.7% | 00.0% | Unchanged | History |
| IMTXImmatics N.V. | SHS | 502,207 | $5.84M | 1.7% | +10,281+2.1% | Added | History |
| DNLIDenali Therapeutics Inc. | COM | 251,010 | $5.83M | 1.7% | +251,010 | New | History |
| INSMINSMED Inc | COM PAR $.01 | 86,980 | $5.83M | 1.7% | −185,468−68.1% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 144,467 | $5.35M | 1.6% | +144,467 | New | History |
| LRMRLarimar Therapeutics, Inc. | COM | 704,349 | $5.11M | 1.5% | −36,528−4.9% | Reduced | History |
| TCRXTScan Therapeutics, Inc. | COM | 845,069 | $4.94M | 1.5% | +845,069 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 271,057 | $4.88M | 1.4% | +271,057 | New | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 101,479 | $4.59M | 1.4% | +101,479 | New | History |
| FULCFulcrum Therapeutics, Inc. | COM | 696,464 | $4.32M | 1.3% | +289,356+71.1% | Added | History |
| NRIXNurix Therapeutics, Inc. | COM | 203,273 | $4.24M | 1.2% | +203,273 | New | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 1,202,675 | $3.98M | 1.2% | −591,520−33.0% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 92,949 | $3.89M | 1.1% | −28,693−23.6% | Reduced | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 101,787 | $3.57M | 1.1% | +14,394+16.5% | Added | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 150,450 | $3.54M | 1.0% | +88,197+141.7% | Added | History |
| CATXPerspective Therapeutics, Inc. | COM NEW | 343,810 | $3.43M | 1.0% | +343,810 | New | History |
| JSPRJasper Therapeutics, Inc. | COM NEW | 143,775 | $3.26M | 1.0% | +14,564+11.3% | Added | History |
| BDTXBlack Diamond Therapeutics, Inc. | COM | 674,198 | $3.14M | 0.9% | +674,198 | New | History |
| VIGLVigil Neuroscience, Inc. | COM | 744,412 | $2.98M | 0.9% | +744,412 | New | History |
| NGNENeurogene Inc. | COM | 78,601 | $2.86M | 0.8% | +78,601 | New | History |
| SLNSilence Therapeutics plc | ADS | 124,866 | $2.37M | 0.7% | +124,866 | New | History |
| TARAProtara Therapeutics, Inc. | COM STK | 984,113 | $2.05M | 0.6% | +815,671+484.2% | Added | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 200,000 | $2.04M | 0.6% | 00.0% | Unchanged | History |
| SRZNSurrozen, Inc. | COM NEW | 143,510 | $1.57M | 0.5% | +143,510 | New | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $1.51M | 0.4% | +150,000 | New | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 29,259 | $1.21M | 0.4% | +2,366+8.8% | Added | History |
Options (1)
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 |
|---|---|---|---|
| ARQTArcutis Biotherapeutics, Inc. | COM | – | $350.0K |
Sold out since Q1 2024 (19)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| LLYEli Lilly & Co | Stock | 15,067 | $11.7M | 3.1% | History |
| TARSTarsus Pharmaceuticals, Inc. | COM | 222,253 | $8.08M | 2.2% | History |
| TRMLTourmaline Bio, Inc. | COM | 274,219 | $6.28M | 1.7% | History |
| ANABAnaptysbio, Inc | COM | 269,548 | $6.07M | 1.6% | History |
| SLNOSoleno Therapeutics Inc | COM | 115,833 | $4.96M | 1.3% | History |
| SLRNACELYRIN, Inc. | COM | 714,773 | $4.82M | 1.3% | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 90,647 | $4.55M | 1.2% | History |
| ANNXAnnexon, Inc. | COM | 605,117 | $4.34M | 1.2% | History |
| AVDLAvadel Pharmaceuticals PLC | Stock | 223,660 | $3.78M | 1.0% | History |
| IRONDisc Medicine, Inc. | COM | 60,129 | $3.74M | 1.0% | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,087,785 | $3.12M | 0.8% | History |
| ATXSAstria Therapeutics, Inc. | COM | 230,273 | $2.68M | 0.7% | History |
| EFTReFFECTOR Therapeutics, Inc. | COM NEW | 132,793 | $1.91M | 0.5% | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 80,334 | $1.90M | 0.5% | History |
| CGONCG Oncology, Inc. | COM | 40,723 | $1.79M | 0.5% | History |
| Achilles Therapeutics PLC00449L102 | SPONSORED ADS | 1,385,750 | $1.73M | 0.5% | – |
| DNTHDianthus Therapeutics, Inc. | COM | 43,456 | $1.30M | 0.3% | History |
| CRGXCARGO Therapeutics, Inc. | COM | 51,126 | $1.14M | 0.3% | History |
| KYTXKyverna Therapeutics, Inc. | COM | 41,000 | $1.02M | 0.3% | History |