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Livermore
ZHEN

StemPoint Capital LP

SEC CIK
0001952142
Latest filing
Aug 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
48
−2 vs. Q3 2024
Portfolio value
$398.7M
+$65.3M (+19.6%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of StemPoint Capital LP in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SNDXSyndax Pharmaceuticals IncCOM2,872,601$38.0M9.5%+1,141,410+65.9%AddedHistory
ROIVRoivant Sciences Ltd.SHS2,712,778$32.1M8.0%−57,041−2.1%ReducedHistory
IMVTImmunovant, Inc.COM1,118,508$27.7M6.9%+447,507+66.7%AddedHistory
MRUSMerus N.V.COM614,812$25.9M6.5%+193,590+46.0%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM317,060$16.2M4.1%+103,245+48.3%AddedHistory
XENEXenon Pharmaceuticals Inc.COM375,845$14.7M3.7%+375,845NewHistory
INCYIncyte CorpCOM193,623$13.4M3.4%+64,133+49.5%AddedHistory
ALKSAlkermes plc.SHS416,968$12.0M3.0%+368,050+752.4%AddedHistory
DNLIDenali Therapeutics Inc.COM584,328$11.9M3.0%+302,278+107.2%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM208,016$11.6M2.9%+166,748+404.1%AddedHistory
NUVLNuvalent, Inc.COM145,234$11.4M2.9%+145,234NewHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS641,964$10.8M2.7%+558,302+667.3%AddedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW134,178$10.3M2.6%−39,856−22.9%ReducedHistory
BMYBristol Myers Squibb CoStock166,068$9.39M2.4%−109,235−39.7%ReducedHistory
WVEWave Life Sciences, Inc.SHS721,209$8.92M2.2%+421,209+140.4%AddedHistory
RVMDRevolution Medicines, Inc.COM193,535$8.47M2.1%+176,881+1,062.1%AddedHistory
KALVKalVista Pharmaceuticals, Inc.COM992,803$8.41M2.1%+992,803NewHistory
JANXJanux Therapeutics, Inc.COM145,876$7.81M2.0%+96,461+195.2%AddedHistory
INSMINSMED IncCOM PAR $.01106,610$7.36M1.8%+106,610NewHistory
SRRKScholar Rock Holding CorpCOM166,307$7.19M1.8%+166,307NewHistory
IOVAIovance Biotherapeutics, Inc.COM949,401$7.03M1.8%+949,401NewHistory
BNTXBioNTech SESPONSORED ADS61,403$7.00M1.8%+61,403NewHistory
ARQTArcutis Biotherapeutics, Inc.COM500,966$6.98M1.8%−1,277,352−71.8%ReducedHistory
BHVNBiohaven Ltd.COM186,413$6.96M1.7%−30,027−13.9%ReducedHistory
VTGNVistagen Therapeutics, Inc.COM2,328,492$5.95M1.5%+481,700+26.1%AddedHistory
PTGXProtagonist Therapeutics, IncCOM141,714$5.47M1.4%+141,714NewHistory
SLRNACELYRIN, Inc.COM1,704,825$5.35M1.3%+386,971+29.4%AddedHistory
SRZNSurrozen, Inc.COM NEW350,573$5.03M1.3%+167,655+91.7%AddedHistory
MLYSMineralys Therapeutics, Inc.COM400,101$4.93M1.2%+400,101NewHistory
NMRANeumora Therapeutics, Inc.COM428,137$4.54M1.1%+428,137NewHistory
EYPTEyePoint, Inc.COM NEW579,500$4.32M1.1%+579,500NewHistory
RAREUltragenyx Pharmaceutical Inc.COM101,809$4.28M1.1%+101,809NewHistory
ETNB89bio, Inc.COM545,800$4.27M1.1%+545,800NewHistory
CYTKCytokinetics IncCOM NEW83,576$3.93M1.0%+69,112+477.8%AddedHistory
CTNMContineum Therapeutics, Inc.CL A265,833$3.89M1.0%+265,833NewHistory
EWTXEdgewise Therapeutics, Inc.COM132,706$3.54M0.9%+112,806+566.9%AddedHistory
RCKTRocket Pharmaceuticals, Inc.COM270,983$3.41M0.9%+270,983NewHistory
JSPRJasper Therapeutics, Inc.COM NEW135,244$2.89M0.7%+135,244NewHistory
TRMLTourmaline Bio, Inc.COM126,400$2.56M0.6%+70,877+127.7%AddedHistory
ELVNEnliven Therapeutics, Inc.COM96,716$2.18M0.5%+96,716NewHistory
BBOTBridgeBio Oncology Therapeutics, Inc.CL A ORD SHS200,900$2.11M0.5%+900+0.4%AddedHistory
TARAProtara Therapeutics, Inc.COM STK332,394$1.76M0.4%−610,463−64.7%ReducedHistory
QUREuniQure N.V.SHS90,000$1.59M0.4%+90,000NewHistory
FRNMFreenome, Inc.CL A ORD SHS150,000$1.53M0.4%00.0%UnchangedHistory
VRNAVerona Pharma plcSPONSORED ADS28,136$1.31M0.3%+28,136NewHistory
CDTXCidara Therapeutics, Inc.COM NEW47,642$1.28M0.3%+47,642NewHistory
ATYRaTYR PHARMA INCCOM NEW200,475$725.7K0.2%+200,475NewHistory
TECXTectonic Therapeutic, Inc.COM9,434$435.6K0.1%+9,434NewHistory

Options (6)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of StemPoint Capital LP in Q4 2024
SecurityClassPutsCalls
ARQTArcutis Biotherapeutics, Inc.COM–$580.6K
Invesco QQQ Trust Series I46090E103ETF$514.5K–
SPYSPDR S&P 500 ETF TrustETF$413.8K–
SRRKScholar Rock Holding CorpCOM–$227.5K
HIMSHims & Hers Health, Inc.Stock–$75.0K
SNDXSyndax Pharmaceuticals IncCOM–$51.0K

Sold out since Q3 2024 (24)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of StemPoint Capital LP sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
FOLDAmicus Therapeutics, Inc.COM1,481,809$15.8M4.7%History
APLTApplied Therapeutics, Inc.COM1,554,586$13.2M4.0%History
AUTLAutolus Therapeutics plcSPON ADS2,616,602$9.50M2.8%History
DAWNDay One Biopharmaceuticals, Inc.Stock506,978$7.06M2.1%History
SLNOSoleno Therapeutics IncCOM123,177$6.22M1.9%History
CABACabaletta Bio, Inc.COM1,278,444$6.03M1.8%History
IMTXImmatics N.V.SHS449,735$5.13M1.5%History
KROSKeros Therapeutics, Inc.COM86,930$5.05M1.5%History
ACLXArcellx, Inc.COMMON STOCK60,076$5.02M1.5%History
NRIXNurix Therapeutics, Inc.COM203,015$4.56M1.4%History
TCRXTScan Therapeutics, Inc.COM860,951$4.29M1.3%History
ZURAZura Bio LtdCLASS A ORD SHS1,044,168$4.24M1.3%History
IDYAIDEAYA Biosciences, Inc.COM132,703$4.20M1.3%History
TERNTerns Pharmaceuticals, Inc.COM449,321$3.75M1.1%History
CATXPerspective Therapeutics, Inc.COM NEW238,084$3.18M1.0%History
PYXSPyxis Oncology, Inc.COMMON STOCK850,210$3.12M0.9%History
NGNENeurogene Inc.COM73,299$3.08M0.9%History
URGNUroGen Pharma Ltd.COM241,984$3.07M0.9%History
VIGLVigil Neuroscience, Inc.COM743,719$2.53M0.8%History
BBIOBridgeBio Pharma, Inc.COM94,885$2.42M0.7%History
SRPTSarepta Therapeutics, Inc.COM15,014$1.88M0.6%History
CAPRCapricor Therapeutics, Inc.COM NEW93,638$1.42M0.4%History
MBXMBX Biosciences, Inc.COM50,000$1.30M0.4%History
ATXSAstria Therapeutics, Inc.COM56,287$618.9K0.2%History