StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 52
- +4 vs. Q4 2024
- Portfolio value
- $313.1M
- −$85.6M (−21.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 2,578,860 | $26.0M | 8.3% | −133,918−4.9% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,598,594 | $19.6M | 6.3% | −1,274,007−44.4% | Reduced | History |
| SRRKScholar Rock Holding Corp | COM | 566,212 | $18.2M | 5.8% | +399,905+240.5% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 273,774 | $18.0M | 5.7% | +273,774 | New | History |
| MRUSMerus N.V. | COM | 346,756 | $14.6M | 4.7% | −268,056−43.6% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 853,472 | $14.6M | 4.7% | −265,036−23.7% | Reduced | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 40,936 | $13.6M | 4.3% | +40,936 | New | History |
| NUVLNuvalent, Inc. | COM | 190,401 | $13.5M | 4.3% | +45,167+31.1% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 318,782 | $11.3M | 3.6% | +125,247+64.7% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 342,062 | $9.24M | 2.9% | +196,186+134.5% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 274,633 | $9.21M | 2.9% | −101,212−26.9% | Reduced | History |
| DNLIDenali Therapeutics Inc. | COM | 667,078 | $9.07M | 2.9% | +82,750+14.2% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 593,335 | $8.53M | 2.7% | −48,629−7.6% | Reduced | History |
| QUREuniQure N.V. | SHS | 731,039 | $7.75M | 2.5% | +641,039+712.3% | Added | History |
| BBIOBridgeBio Pharma, Inc. | COM | 208,437 | $7.21M | 2.3% | +208,437 | New | History |
| CGONCG Oncology, Inc. | COM | 289,823 | $7.10M | 2.3% | +289,823 | New | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 159,305 | $7.03M | 2.2% | +159,305 | New | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 440,073 | $6.88M | 2.2% | −60,893−12.2% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 87,059 | $6.64M | 2.1% | −19,551−18.3% | Reduced | History |
| ALKSAlkermes plc. | SHS | 192,352 | $6.35M | 2.0% | −224,616−53.9% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 156,185 | $6.32M | 2.0% | +156,185 | New | History |
| BHVNBiohaven Ltd. | COM | 250,564 | $6.02M | 1.9% | +64,151+34.4% | Added | History |
| CYTKCytokinetics Inc | COM NEW | 149,648 | $6.01M | 1.9% | +66,072+79.1% | Added | History |
| BPMCBlueprint Medicines Corp | COM | 61,927 | $5.48M | 1.8% | +61,927 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM | 2,366,554 | $5.11M | 1.6% | +38,062+1.6% | Added | History |
| TARAProtara Therapeutics, Inc. | COM STK | 1,190,579 | $5.07M | 1.6% | +858,185+258.2% | Added | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 386,837 | $4.46M | 1.4% | −605,966−61.0% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 180,255 | $3.97M | 1.3% | +47,549+35.8% | Added | History |
| SRZNSurrozen, Inc. | COM NEW | 240,826 | $2.81M | 0.9% | −109,747−31.3% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 49,241 | $2.38M | 0.8% | −92,473−65.3% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 120,430 | $2.37M | 0.8% | +23,714+24.5% | Added | History |
| NBIXNeurocrine Biosciences Inc | Stock | 21,052 | $2.33M | 0.7% | +21,052 | New | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,732 | $2.30M | 0.7% | +14,732 | New | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 200,900 | $2.27M | 0.7% | 00.0% | Unchanged | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 136,139 | $2.20M | 0.7% | +136,139 | New | History |
| FOLDAmicus Therapeutics, Inc. | COM | 268,919 | $2.19M | 0.7% | +268,919 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 104,585 | $2.14M | 0.7% | +104,585 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 33,816 | $1.79M | 0.6% | −174,200−83.7% | Reduced | History |
| ABUSArbutus Biopharma Corp | COM | 467,882 | $1.63M | 0.5% | +467,882 | New | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $1.54M | 0.5% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 960,307 | $1.53M | 0.5% | +960,307 | New | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 66,999 | $1.10M | 0.4% | +66,999 | New | History |
| ZLABZai Lab Ltd | ADR | 26,421 | $954.9K | 0.3% | +26,421 | New | History |
| OCULOcular Therapeutix, Inc | COM | 124,523 | $912.8K | 0.3% | +124,523 | New | History |
| DYNDyne Therapeutics, Inc. | COM | 84,430 | $883.1K | 0.3% | +84,430 | New | History |
| SLNOSoleno Therapeutics Inc | COM | 11,155 | $797.0K | 0.3% | +11,155 | New | History |
| IFRXInflaRx N.V. | COM | 725,019 | $739.5K | 0.2% | +725,019 | New | History |
| SLDBSolid Biosciences Inc. | COM NEW | 198,150 | $733.2K | 0.2% | +198,150 | New | History |
| WVEWave Life Sciences, Inc. | SHS | 89,833 | $725.9K | 0.2% | −631,376−87.5% | Reduced | History |
| MBXMBX Biosciences, Inc. | COM | 96,615 | $713.0K | 0.2% | +96,615 | New | History |
| SIONSionna Therapeutics, Inc. | COM | 60,000 | $627.6K | 0.2% | +60,000 | New | History |
| BCAXBicara Therapeutics Inc. | COM | 47,078 | $613.4K | 0.2% | +47,078 | New | History |
Options (9)
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 |
|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | $237.5K | – |
| CVSCVS Health Corp | Stock | $165.1K | – |
| MLYSMineralys Therapeutics, Inc. | COM | $93.8K | – |
| ARQTArcutis Biotherapeutics, Inc. | COM | – | $42.5K |
| KALVKalVista Pharmaceuticals, Inc. | COM | – | $32.5K |
| Etfis Ser Tr I26923G301 | VIRT BI TRIA ETF | – | $16.6K |
| RYTMRhythm Pharmaceuticals, Inc. | COM | – | $15.5K |
| MRKMerck & Co., Inc. | Stock | – | $8.34K |
| NVONovo Nordisk A S | ADR | – | $3.79K |
Sold out since Q4 2024 (20)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 317,060 | $16.2M | 4.1% | History |
| INCYIncyte Corp | COM | 193,623 | $13.4M | 3.4% | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 134,178 | $10.3M | 2.6% | History |
| BMYBristol Myers Squibb Co | Stock | 166,068 | $9.39M | 2.4% | History |
| IOVAIovance Biotherapeutics, Inc. | COM | 949,401 | $7.03M | 1.8% | History |
| BNTXBioNTech SE | SPONSORED ADS | 61,403 | $7.00M | 1.8% | History |
| SLRNACELYRIN, Inc. | COM | 1,704,825 | $5.35M | 1.3% | History |
| MLYSMineralys Therapeutics, Inc. | COM | 400,101 | $4.93M | 1.2% | History |
| NMRANeumora Therapeutics, Inc. | COM | 428,137 | $4.54M | 1.1% | History |
| EYPTEyePoint, Inc. | COM NEW | 579,500 | $4.32M | 1.1% | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 101,809 | $4.28M | 1.1% | History |
| ETNB89bio, Inc. | COM | 545,800 | $4.27M | 1.1% | History |
| CTNMContineum Therapeutics, Inc. | CL A | 265,833 | $3.89M | 1.0% | History |
| RCKTRocket Pharmaceuticals, Inc. | COM | 270,983 | $3.41M | 0.9% | History |
| JSPRJasper Therapeutics, Inc. | COM NEW | 135,244 | $2.89M | 0.7% | History |
| TRMLTourmaline Bio, Inc. | COM | 126,400 | $2.56M | 0.6% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 28,136 | $1.31M | 0.3% | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 47,642 | $1.28M | 0.3% | History |
| ATYRaTYR PHARMA INC | COM NEW | 200,475 | $725.7K | 0.2% | History |
| TECXTectonic Therapeutic, Inc. | COM | 9,434 | $435.6K | 0.1% | History |