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Livermore
ZHEN

StemPoint Capital LP

SEC CIK
0001952142
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
76
+26 vs. Q2 2025
Portfolio value
$495.9M
+$185.3M (+59.7%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of StemPoint Capital LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ROIVRoivant Sciences Ltd.SHS4,197,187$63.5M12.8%+3,595,406+597.5%AddedHistory
QUREuniQure N.V.SHS522,155$30.5M6.1%−50,460−8.8%ReducedHistory
SRRKScholar Rock Holding CorpCOM726,204$27.0M5.5%+198,089+37.5%AddedHistory
IMVTImmunovant, Inc.COM1,589,580$25.6M5.2%+288,720+22.2%AddedHistory
DNLIDenali Therapeutics Inc.COM1,734,659$25.2M5.1%+1,026,744+145.0%AddedHistory
SNDXSyndax Pharmaceuticals IncCOM1,366,205$21.0M4.2%−1,006,429−42.4%ReducedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS655,385$15.9M3.2%−610,287−48.2%ReducedHistory
WVEWave Life Sciences, Inc.SHS2,110,152$15.4M3.1%+1,209,814+134.4%AddedHistory
BHVNBiohaven Ltd.COM1,017,311$15.3M3.1%+842,557+482.1%AddedHistory
CDTXCidara Therapeutics, Inc.COM NEW152,325$14.6M2.9%−114,449−42.9%ReducedHistory
ABVXAbivax S.A.SPONSORED ADS166,273$14.1M2.8%+78,525+89.5%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM371,825$10.1M2.0%+205,940+124.1%AddedHistory
RYTMRhythm Pharmaceuticals, Inc.COM91,444$9.23M1.9%−85,308−48.3%ReducedHistory
ARGXArgenx SESPONSORED ADR12,465$9.19M1.9%+12,465NewHistory
SRZNSurrozen, Inc.COM NEW713,463$9.19M1.9%+26,924+3.9%AddedHistory
RVMDRevolution Medicines, Inc.COM185,380$8.66M1.7%+185,380NewHistory
RZLTRezolute, Inc.COM NEW917,630$8.63M1.7%+272,976+42.3%AddedHistory
GHRSGH Research PLCORDINARY SHARES545,275$7.80M1.6%+444,449+440.8%AddedHistory
ARQTArcutis Biotherapeutics, Inc.COM411,893$7.76M1.6%+206,221+100.3%AddedHistory
VTGNVistagen Therapeutics, Inc.COM2,488,685$7.75M1.6%+75,431+3.1%AddedHistory
XENEXenon Pharmaceuticals Inc.COM192,295$7.72M1.6%+192,295NewHistory
ALKSAlkermes plc.SHS241,637$7.25M1.5%−109,487−31.2%ReducedHistory
CELCCelcuity Inc.COM136,710$6.75M1.4%+136,710NewHistory
BBIOBridgeBio Pharma, Inc.COM127,435$6.62M1.3%+72,805+133.3%AddedHistory
INSMINSMED IncCOM PAR $.0143,419$6.25M1.3%−18,159−29.5%ReducedHistory
DYNDyne Therapeutics, Inc.COM474,612$6.00M1.2%+474,612NewHistory
MLYSMineralys Therapeutics, Inc.COM158,112$6.00M1.2%−473,474−75.0%ReducedHistory
AKROAkero Therapeutics, Inc.COM121,410$5.76M1.2%+4,631+4.0%AddedHistory
JAZZJazz Pharmaceuticals plcSHS USD39,072$5.15M1.0%+39,072NewHistory
Avidity Biosciences, Inc.05370A108COM114,053$4.97M1.0%+114,053New–
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES150,573$4.28M0.9%−2,079−1.4%ReducedHistory
OCULOcular Therapeutix, IncCOM359,470$4.20M0.8%+359,470NewHistory
MDGLMadrigal Pharmaceuticals, Inc.COM8,207$3.76M0.8%−44,487−84.4%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM276,884$3.76M0.8%+276,884NewHistory
INCYIncyte CorpCOM43,754$3.71M0.7%+43,754NewHistory
GPCRStructure Therapeutics Inc.SPONSORED ADS129,335$3.62M0.7%+129,335NewHistory
TRVITrevi Therapeutics, Inc.COM350,710$3.21M0.6%+350,710NewHistory
PTGXProtagonist Therapeutics, IncCOM47,954$3.19M0.6%+31,184+186.0%AddedHistory
NKTRNektar TherapeuticsCOM NEW53,201$3.03M0.6%+53,201NewHistory
ASNDAscendis Pharma A/SSPONSORED ADR15,149$3.01M0.6%+15,149NewHistory
TECXTectonic Therapeutic, Inc.COM188,999$2.97M0.6%+148,999+372.5%AddedHistory
HROWHarrow, Inc.COM57,619$2.78M0.6%+57,619NewHistory
TSHATaysha Gene Therapies, Inc.COM SHS839,669$2.75M0.6%−364,272−30.3%ReducedHistory
EQEquillium, Inc.COM1,908,935$2.73M0.6%+1,908,935NewHistory
UTHRUnited Therapeutics CorpCOM6,264$2.63M0.5%+6,264NewHistory
CGONCG Oncology, Inc.COM63,019$2.54M0.5%+63,019NewHistory
Invesco QQQ Trust Series I46090E103ETF3,797$2.28M0.5%+3,797New–
BBOTBridgeBio Oncology Therapeutics, Inc.COM NEW186,614$2.16M0.4%−129,198−40.9%ReducedHistory
TNGXTango Therapeutics, Inc.COM245,378$2.06M0.4%+36,578+17.5%AddedHistory
ORICOric Pharmaceuticals, Inc.COM166,461$2.00M0.4%−34,324−17.1%ReducedHistory
XFORX4 Pharmaceuticals, IncCOM NEW555,411$1.90M0.4%+555,411NewHistory
PEPGPepGen Inc.COM389,189$1.80M0.4%+389,189NewHistory
ASMBAssembly Biosciences, Inc.COM NEW66,130$1.69M0.3%+66,130NewHistory
DNTHDianthus Therapeutics, Inc.COM41,382$1.63M0.3%+41,382NewHistory
FRNMFreenome, Inc.CL A ORD SHS150,000$1.59M0.3%00.0%UnchangedHistory
TARAProtara Therapeutics, Inc.COM STK363,666$1.58M0.3%−780,011−68.2%ReducedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS275,620$1.58M0.3%+275,620NewHistory
PYXSPyxis Oncology, Inc.COMMON STOCK689,538$1.53M0.3%+689,538NewHistory
MBXMBX Biosciences, Inc.COM75,000$1.31M0.3%−66,021−46.8%ReducedHistory
ADCTADC Therapeutics SASHS283,286$1.13M0.2%00.0%UnchangedHistory
ACLXArcellx, Inc.COMMON STOCK11,376$934.0K0.2%−190,076−94.4%ReducedHistory
ABUSArbutus Biopharma CorpCOM205,388$932.5K0.2%+205,388NewHistory
DFTXDefinium Therapeutics, Inc.Stock76,875$906.4K0.2%−13,977−15.4%ReducedHistory
ENTAEnanta Pharmaceuticals IncCOM75,194$900.1K0.2%+75,194NewHistory
ZBIOZenas BioPharma, Inc.COM38,742$860.1K0.2%+38,742NewHistory
WHWKWhitehawk Therapeutics, Inc.COM424,082$805.8K0.2%+424,082NewHistory
CRVSCorvus Pharmaceuticals, Inc.COM96,439$710.8K0.1%+96,439NewHistory
KALVKalVista Pharmaceuticals, Inc.COM56,770$691.5K0.1%−330,020−85.3%ReducedHistory
MGTXMeiraGTx Holdings plcCOM81,858$673.7K0.1%+81,858NewHistory
TERNTerns Pharmaceuticals, Inc.COM89,617$673.0K0.1%+89,617NewHistory
ARCTArcturus Therapeutics Holdings Inc.COM35,606$656.2K0.1%+35,606NewHistory
VTYXVentyx Biosciences, Inc.COM167,470$520.8K0.1%+167,470NewHistory
ATAIAtai Beckley N.V.SHS76,032$402.2K0.1%+76,032NewHistory
CLPTClearPoint Neuro, Inc.COM16,651$362.8K0.1%+16,651NewHistory
IVVDInvivyd, Inc.COM278,608$306.5K0.1%+278,608NewHistory
IVAInventiva S.A.ADS30,824$178.5K<0.1%+30,824NewHistory

Options (11)

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 Q3 2025
SecurityClassPutsCalls
BHVNBiohaven Ltd.COM–$1.19M
CNTACentessa Pharmaceuticals plcSPONSORED ADS–$905.6K
State Street SPDR S&P Biotech ETF78464A870ETF$725.4K–
IONSIonis Pharmaceuticals IncCOM–$137.5K
CRSPCRISPR Therapeutics AGNAMEN AKT–$59.0K
SNDXSyndax Pharmaceuticals IncCOM–$55.0K
IMVTImmunovant, Inc.COM–$50.0K
ARK ETF Tr00214Q302GENOMIC REV ETF–$30.0K
SRRKScholar Rock Holding CorpCOM–$23.9K
AKROAkero Therapeutics, Inc.COM$9.69K–
ABUSArbutus Biopharma CorpCOM–$9.50K

Sold out since Q2 2025 (12)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of StemPoint Capital LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MRUSMerus N.V.COM266,094$14.0M4.5%History
LEGNLegend Biotech CorpSPONSORED ADS270,144$9.59M3.1%History
GERNGeron CorpCOM6,649,244$9.38M3.0%History
ZLABZai Lab LtdADR250,438$8.76M2.8%History
LENZLENZ Therapeutics, Inc.COM183,912$5.39M1.7%History
NUVLNuvalent, Inc.COM59,828$4.56M1.5%History
APGEApogee Therapeutics, Inc.COM84,466$3.67M1.2%History
EYPTEyePoint, Inc.COM NEW329,254$3.10M1.0%History
REGNRegeneron Pharmaceuticals, Inc.COM4,672$2.45M0.8%History
JANXJanux Therapeutics, Inc.COM89,933$2.08M0.7%History
PRAXPraxis Precision Medicines, Inc.COM NEW32,255$1.36M0.4%History
VRNAVerona Pharma plcSPONSORED ADS7,407$700.6K0.2%History