StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 50
- −2 vs. Q1 2025
- Portfolio value
- $310.6M
- −$2.49M (−0.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNDXSyndax Pharmaceuticals Inc | COM | 2,372,634 | $22.2M | 7.2% | +774,040+48.4% | Added | History |
| IMVTImmunovant, Inc. | COM | 1,300,860 | $20.8M | 6.7% | +447,388+52.4% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 528,115 | $18.7M | 6.0% | −38,097−6.7% | Reduced | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,265,672 | $16.6M | 5.4% | +672,337+113.3% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 52,694 | $15.9M | 5.1% | +11,758+28.7% | Added | History |
| MRUSMerus N.V. | COM | 266,094 | $14.0M | 4.5% | −80,662−23.3% | Reduced | History |
| ACLXArcellx, Inc. | COMMON STOCK | 201,452 | $13.3M | 4.3% | −72,322−26.4% | Reduced | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 266,774 | $13.0M | 4.2% | +266,774 | New | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 176,752 | $11.2M | 3.6% | +142,936+422.7% | Added | History |
| ALKSAlkermes plc. | SHS | 351,124 | $10.0M | 3.2% | +158,772+82.5% | Added | History |
| DNLIDenali Therapeutics Inc. | COM | 707,915 | $9.90M | 3.2% | +40,837+6.1% | Added | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 270,144 | $9.59M | 3.1% | +270,144 | New | History |
| GERNGeron Corp | COM | 6,649,244 | $9.38M | 3.0% | +5,688,937+592.4% | Added | History |
| ZLABZai Lab Ltd | ADR | 250,438 | $8.76M | 2.8% | +224,017+847.9% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 631,586 | $8.55M | 2.8% | +631,586 | New | History |
| QUREuniQure N.V. | SHS | 572,615 | $7.98M | 2.6% | −158,424−21.7% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 601,781 | $6.78M | 2.2% | −1,977,079−76.7% | Reduced | History |
| AKROAkero Therapeutics, Inc. | COM | 116,779 | $6.23M | 2.0% | −39,406−25.2% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 61,578 | $6.20M | 2.0% | −25,481−29.3% | Reduced | History |
| SRZNSurrozen, Inc. | COM NEW | 686,539 | $6.14M | 2.0% | +445,713+185.1% | Added | History |
| WVEWave Life Sciences, Inc. | SHS | 900,338 | $5.85M | 1.9% | +810,505+902.2% | Added | History |
| LENZLENZ Therapeutics, Inc. | COM | 183,912 | $5.39M | 1.7% | +183,912 | New | History |
| NUVLNuvalent, Inc. | COM | 59,828 | $4.56M | 1.5% | −130,573−68.6% | Reduced | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 386,790 | $4.37M | 1.4% | −470.0% | Reduced | History |
| VTGNVistagen Therapeutics, Inc. | COM | 2,413,254 | $4.12M | 1.3% | +46,700+2.0% | Added | History |
| APGEApogee Therapeutics, Inc. | COM | 84,466 | $3.67M | 1.2% | +84,466 | New | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 165,885 | $3.49M | 1.1% | +98,886+147.6% | Added | History |
| TARAProtara Therapeutics, Inc. | COM STK | 1,143,677 | $3.47M | 1.1% | −46,902−3.9% | Reduced | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 315,812 | $3.29M | 1.1% | +114,912+57.2% | Added | History |
| EYPTEyePoint, Inc. | COM NEW | 329,254 | $3.10M | 1.0% | +329,254 | New | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 205,672 | $2.88M | 0.9% | −234,401−53.3% | Reduced | History |
| RZLTRezolute, Inc. | COM NEW | 644,654 | $2.88M | 0.9% | +644,654 | New | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,203,941 | $2.78M | 0.9% | +1,203,941 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 152,652 | $2.76M | 0.9% | +48,067+46.0% | Added | History |
| BHVNBiohaven Ltd. | COM | 174,754 | $2.47M | 0.8% | −75,810−30.3% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,672 | $2.45M | 0.8% | +4,672 | New | History |
| BBIOBridgeBio Pharma, Inc. | COM | 54,630 | $2.36M | 0.8% | −153,807−73.8% | Reduced | History |
| JANXJanux Therapeutics, Inc. | COM | 89,933 | $2.08M | 0.7% | −252,129−73.7% | Reduced | History |
| ORICOric Pharmaceuticals, Inc. | COM | 200,785 | $2.04M | 0.7% | +200,785 | New | History |
| MBXMBX Biosciences, Inc. | COM | 141,021 | $1.61M | 0.5% | +44,406+46.0% | Added | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $1.59M | 0.5% | 00.0% | Unchanged | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 32,255 | $1.36M | 0.4% | +32,255 | New | History |
| GHRSGH Research PLC | ORDINARY SHARES | 100,826 | $1.23M | 0.4% | +100,826 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 208,800 | $1.07M | 0.3% | +208,800 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 16,770 | $926.8K | 0.3% | −32,471−65.9% | Reduced | History |
| TECXTectonic Therapeutic, Inc. | COM | 40,000 | $794.8K | 0.3% | +40,000 | New | History |
| ADCTADC Therapeutics SA | SHS | 283,286 | $759.2K | 0.2% | +283,286 | New | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 7,407 | $700.6K | 0.2% | +7,407 | New | History |
| ABVXAbivax S.A. | SPONSORED ADS | 87,748 | $671.3K | 0.2% | +87,748 | New | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 90,852 | $589.6K | 0.2% | +90,852 | New | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2025 (20)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 318,782 | $11.3M | 3.6% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 274,633 | $9.21M | 2.9% | History |
| CGONCG Oncology, Inc. | COM | 289,823 | $7.10M | 2.3% | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 159,305 | $7.03M | 2.2% | History |
| CYTKCytokinetics Inc | COM NEW | 149,648 | $6.01M | 1.9% | History |
| BPMCBlueprint Medicines Corp | COM | 61,927 | $5.48M | 1.8% | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 180,255 | $3.97M | 1.3% | History |
| ELVNEnliven Therapeutics, Inc. | COM | 120,430 | $2.37M | 0.8% | History |
| NBIXNeurocrine Biosciences Inc | Stock | 21,052 | $2.33M | 0.7% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,732 | $2.30M | 0.7% | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 136,139 | $2.20M | 0.7% | History |
| FOLDAmicus Therapeutics, Inc. | COM | 268,919 | $2.19M | 0.7% | History |
| ABUSArbutus Biopharma Corp | COM | 467,882 | $1.63M | 0.5% | History |
| OCULOcular Therapeutix, Inc | COM | 124,523 | $912.8K | 0.3% | History |
| DYNDyne Therapeutics, Inc. | COM | 84,430 | $883.1K | 0.3% | History |
| SLNOSoleno Therapeutics Inc | COM | 11,155 | $797.0K | 0.3% | History |
| IFRXInflaRx N.V. | COM | 725,019 | $739.5K | 0.2% | History |
| SLDBSolid Biosciences Inc. | COM NEW | 198,150 | $733.2K | 0.2% | History |
| SIONSionna Therapeutics, Inc. | COM | 60,000 | $627.6K | 0.2% | History |
| BCAXBicara Therapeutics Inc. | COM | 47,078 | $613.4K | 0.2% | History |