StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 75
- −1 vs. Q3 2025
- Portfolio value
- $582.7M
- +$86.8M (+17.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 391,783 | $52.8M | 9.1% | +225,510+135.6% | Added | History |
| SRRKScholar Rock Holding Corp | COM | 886,893 | $39.1M | 6.7% | +160,689+22.1% | Added | History |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,154,114 | $28.9M | 5.0% | +498,729+76.1% | Added | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,339,379 | $28.1M | 4.8% | −26,826−2.0% | Reduced | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 351,073 | $24.4M | 4.2% | +221,738+171.4% | Added | History |
| ACLXArcellx, Inc. | COMMON STOCK | 332,860 | $21.7M | 3.7% | +321,484+2,826.0% | Added | History |
| ROIVRoivant Sciences Ltd. | SHS | 966,698 | $21.0M | 3.6% | −3,230,489−77.0% | Reduced | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 429,198 | $17.3M | 3.0% | +339,581+378.9% | Added | History |
| TWSTTwist Bioscience Corp | COM | 518,355 | $16.4M | 2.8% | +518,355 | New | History |
| IMVTImmunovant, Inc. | COM | 644,959 | $16.4M | 2.8% | −944,621−59.4% | Reduced | History |
| DYNDyne Therapeutics, Inc. | COM | 835,200 | $16.3M | 2.8% | +360,588+76.0% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 348,605 | $15.6M | 2.7% | +156,310+81.3% | Added | History |
| SRZNSurrozen, Inc. | COM NEW | 619,766 | $12.7M | 2.2% | −93,697−13.1% | Reduced | History |
| CELCCelcuity Inc. | COM | 118,333 | $11.8M | 2.0% | −18,377−13.4% | Reduced | History |
| MLYSMineralys Therapeutics, Inc. | COM | 290,049 | $10.5M | 1.8% | +131,937+83.4% | Added | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 17,736 | $10.3M | 1.8% | +9,529+116.1% | Added | History |
| ADPTAdaptive Biotechnologies Corp | COM | 606,825 | $9.85M | 1.7% | +606,825 | New | History |
| PALIPalisade Bio, Inc. | COM | 4,192,375 | $9.85M | 1.7% | +4,192,375 | New | History |
| CYTKCytokinetics Inc | COM NEW | 146,978 | $9.34M | 1.6% | +146,978 | New | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 360,876 | $8.96M | 1.5% | +360,876 | New | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 97,340 | $7.60M | 1.3% | +97,340 | New | History |
| NKTRNektar Therapeutics | COM NEW | 178,274 | $7.54M | 1.3% | +125,073+235.1% | Added | History |
| JNJJohnson & Johnson | Stock | 35,000 | $7.24M | 1.2% | +35,000 | New | History |
| DNLIDenali Therapeutics Inc. | COM | 419,058 | $6.92M | 1.2% | −1,315,601−75.8% | Reduced | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 565,140 | $6.83M | 1.2% | +288,256+104.1% | Added | History |
| CLPTClearPoint Neuro, Inc. | COM | 481,858 | $6.59M | 1.1% | +465,207+2,793.9% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 224,740 | $6.53M | 1.1% | −187,153−45.4% | Reduced | History |
| EYPTEyePoint, Inc. | COM NEW | 353,849 | $6.46M | 1.1% | +353,849 | New | History |
| IMTXImmatics N.V. | SHS | 610,308 | $6.41M | 1.1% | +610,308 | New | History |
| OCULOcular Therapeutix, Inc | COM | 522,693 | $6.35M | 1.1% | +163,223+45.4% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 58,915 | $6.31M | 1.1% | −32,529−35.6% | Reduced | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 21,067 | $6.21M | 1.1% | +21,067 | New | History |
| APGEApogee Therapeutics, Inc. | COM | 80,574 | $6.08M | 1.0% | +80,574 | New | History |
| INCYIncyte Corp | COM | 61,435 | $6.07M | 1.0% | +17,681+40.4% | Added | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 161,659 | $5.59M | 1.0% | −210,166−56.5% | Reduced | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 156,728 | $5.33M | 0.9% | +90,598+137.0% | Added | History |
| MAZEMaze Therapeutics, Inc. | COM | 125,877 | $5.22M | 0.9% | +125,877 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 59,430 | $5.19M | 0.9% | +11,476+23.9% | Added | History |
| LLYEli Lilly & Co | Stock | 4,759 | $5.11M | 0.9% | +4,759 | New | History |
| TRVITrevi Therapeutics, Inc. | COM | 399,557 | $5.00M | 0.9% | +48,847+13.9% | Added | History |
| RVMDRevolution Medicines, Inc. | COM | 62,032 | $4.94M | 0.8% | −123,348−66.5% | Reduced | History |
| VRDNViridian Therapeutics, Inc. | COM | 154,320 | $4.80M | 0.8% | +154,320 | New | History |
| ABUSArbutus Biopharma Corp | COM | 986,751 | $4.75M | 0.8% | +781,363+380.4% | Added | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 348,401 | $4.59M | 0.8% | +348,401 | New | History |
| CTMXCytomX Therapeutics, Inc. | COM | 1,036,311 | $4.41M | 0.8% | +1,036,311 | New | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 898,465 | $3.59M | 0.6% | +343,054+61.8% | Added | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 1,458,807 | $3.53M | 0.6% | +1,034,725+244.0% | Added | History |
| DNTHDianthus Therapeutics, Inc. | COM | 79,284 | $3.27M | 0.6% | +37,902+91.6% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,842 | $3.16M | 0.5% | −307−2.0% | Reduced | History |
| RGENRepligen Corp | COM | 15,707 | $2.57M | 0.4% | +15,707 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 73,106 | $2.56M | 0.4% | −77,467−51.4% | Reduced | History |
| MBXMBX Biosciences, Inc. | COM | 78,553 | $2.48M | 0.4% | +3,553+4.7% | Added | History |
| QNCXQuince Therapeutics, Inc. | COM | 739,264 | $2.48M | 0.4% | +739,264 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 135,552 | $2.46M | 0.4% | +135,552 | New | History |
| IVVDInvivyd, Inc. | COM | 989,822 | $2.44M | 0.4% | +711,214+255.3% | Added | History |
| MGTXMeiraGTx Holdings plc | COM | 287,689 | $2.29M | 0.4% | +205,831+251.4% | Added | History |
| IVAInventiva S.A. | ADS | 467,242 | $2.17M | 0.4% | +436,418+1,415.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 9,325 | $2.13M | 0.4% | +9,325 | New | History |
| ADCTADC Therapeutics SA | SHS | 502,570 | $1.77M | 0.3% | +219,284+77.4% | Added | History |
| MPLTMapLight Therapeutics, Inc. | COM | 100,000 | $1.76M | 0.3% | +100,000 | New | History |
| PHVSPharvaris N.V. | COM | 58,389 | $1.62M | 0.3% | +58,389 | New | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 73,328 | $1.59M | 0.3% | +73,328 | New | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 9,163 | $1.47M | 0.3% | +9,163 | New | History |
| XLOXilio Therapeutics, Inc. | COM | 2,030,028 | $1.30M | 0.2% | +2,030,028 | New | History |
| EVMNEvommune, Inc. | COM SHS | 68,196 | $1.17M | 0.2% | +68,196 | New | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 86,517 | $1.08M | 0.2% | −100,097−53.6% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 32,377 | $1.06M | 0.2% | +32,377 | New | History |
| QUREuniQure N.V. | SHS | 43,485 | $1.04M | 0.2% | −478,670−91.7% | Reduced | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 182,130 | $1.00M | 0.2% | −657,539−78.3% | Reduced | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 61,577 | $965.5K | 0.2% | +61,577 | New | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 146,558 | $548.1K | 0.1% | +146,558 | New | History |
| VNDAVanda Pharmaceuticals Inc. | COM | 58,989 | $520.3K | 0.1% | +58,989 | New | History |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 17,853 | $515.2K | 0.1% | +17,853 | New | History |
| KTTAPasithea Therapeutics Corp. | COM NEW | 355,082 | $458.1K | 0.1% | +355,082 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $142.1K | <0.1% | −1,871,936−75.2% | Reduced | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q3 2025 (33)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| WVEWave Life Sciences, Inc. | SHS | 2,110,152 | $15.4M | 3.1% | History |
| BHVNBiohaven Ltd. | COM | 1,017,311 | $15.3M | 3.1% | History |
| CDTXCidara Therapeutics, Inc. | COM NEW | 152,325 | $14.6M | 2.9% | History |
| ARGXArgenx SE | SPONSORED ADR | 12,465 | $9.19M | 1.9% | History |
| RZLTRezolute, Inc. | COM NEW | 917,630 | $8.63M | 1.7% | History |
| GHRSGH Research PLC | ORDINARY SHARES | 545,275 | $7.80M | 1.6% | History |
| ALKSAlkermes plc. | SHS | 241,637 | $7.25M | 1.5% | History |
| BBIOBridgeBio Pharma, Inc. | COM | 127,435 | $6.62M | 1.3% | History |
| INSMINSMED Inc | COM PAR $.01 | 43,419 | $6.25M | 1.3% | History |
| AKROAkero Therapeutics, Inc. | COM | 121,410 | $5.76M | 1.2% | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 39,072 | $5.15M | 1.0% | History |
| Avidity Biosciences, Inc.05370A108 | COM | 114,053 | $4.97M | 1.0% | – |
| TECXTectonic Therapeutic, Inc. | COM | 188,999 | $2.97M | 0.6% | History |
| HROWHarrow, Inc. | COM | 57,619 | $2.78M | 0.6% | History |
| EQEquillium, Inc. | COM | 1,908,935 | $2.73M | 0.6% | History |
| UTHRUnited Therapeutics Corp | COM | 6,264 | $2.63M | 0.5% | History |
| CGONCG Oncology, Inc. | COM | 63,019 | $2.54M | 0.5% | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,797 | $2.28M | 0.5% | – |
| TNGXTango Therapeutics, Inc. | COM | 245,378 | $2.06M | 0.4% | History |
| ORICOric Pharmaceuticals, Inc. | COM | 166,461 | $2.00M | 0.4% | History |
| PEPGPepGen Inc. | COM | 389,189 | $1.80M | 0.4% | History |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $1.59M | 0.3% | History |
| TARAProtara Therapeutics, Inc. | COM STK | 363,666 | $1.58M | 0.3% | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 275,620 | $1.58M | 0.3% | History |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 689,538 | $1.53M | 0.3% | History |
| DFTXDefinium Therapeutics, Inc. | Stock | 76,875 | $906.4K | 0.2% | History |
| ENTAEnanta Pharmaceuticals Inc | COM | 75,194 | $900.1K | 0.2% | History |
| ZBIOZenas BioPharma, Inc. | COM | 38,742 | $860.1K | 0.2% | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 96,439 | $710.8K | 0.1% | History |
| KALVKalVista Pharmaceuticals, Inc. | COM | 56,770 | $691.5K | 0.1% | History |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 35,606 | $656.2K | 0.1% | History |
| VTYXVentyx Biosciences, Inc. | COM | 167,470 | $520.8K | 0.1% | History |
| ATAIAtai Beckley N.V. | SHS | 76,032 | $402.2K | 0.1% | History |