StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 18, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 70
- −5 vs. Q4 2025
- Portfolio value
- $520.3M
- −$62.4M (−10.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 1,035,496 | $50.9M | 9.8% | +148,603+16.8% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 313,791 | $34.9M | 6.7% | −77,992−19.9% | Reduced | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,215,743 | $28.4M | 5.5% | −123,636−9.2% | Reduced | History |
| RVMDRevolution Medicines, Inc. | COM | 281,632 | $27.4M | 5.3% | +219,600+354.0% | Added | History |
| IMVTImmunovant, Inc. | COM | 746,494 | $18.5M | 3.6% | +101,535+15.7% | Added | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 56,267 | $18.1M | 3.5% | +35,200+167.1% | Added | History |
| MBXMBX Biosciences, Inc. | COM | 499,469 | $14.9M | 2.9% | +420,916+535.8% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 533,378 | $14.4M | 2.8% | +243,329+83.9% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 363,438 | $14.2M | 2.7% | +363,438 | New | History |
| CGONCG Oncology, Inc. | COM | 205,622 | $13.9M | 2.7% | +205,622 | New | History |
| BHVNBiohaven Ltd. | COM | 1,594,491 | $13.5M | 2.6% | +1,594,491 | New | History |
| SRZNSurrozen, Inc. | COM NEW | 525,639 | $13.5M | 2.6% | −94,127−15.2% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 385,800 | $10.7M | 2.1% | −580,898−60.1% | Reduced | History |
| EYPTEyePoint, Inc. | COM NEW | 810,764 | $10.5M | 2.0% | +456,915+129.1% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 413,792 | $9.75M | 1.9% | +189,052+84.1% | Added | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 200,267 | $9.65M | 1.9% | −150,806−43.0% | Reduced | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 669,685 | $9.31M | 1.8% | +104,545+18.5% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 506,075 | $9.18M | 1.8% | −329,125−39.4% | Reduced | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 290,864 | $9.16M | 1.8% | −70,012−19.4% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 129,577 | $8.54M | 1.6% | −17,401−11.8% | Reduced | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 167,606 | $8.45M | 1.6% | +135,229+417.7% | Added | History |
| DNLIDenali Therapeutics Inc. | COM | 426,561 | $8.19M | 1.6% | +7,503+1.8% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 140,755 | $8.18M | 1.6% | −207,850−59.6% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 254,267 | $8.07M | 1.6% | +254,267 | New | History |
| PTGXProtagonist Therapeutics, Inc | COM | 72,577 | $7.65M | 1.5% | +13,147+22.1% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 193,177 | $7.40M | 1.4% | +193,177 | New | History |
| DNTHDianthus Therapeutics, Inc. | COM | 85,502 | $7.18M | 1.4% | +6,218+7.8% | Added | History |
| CELCCelcuity Inc. | COM | 60,062 | $6.86M | 1.3% | −58,271−49.2% | Reduced | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 325,483 | $6.15M | 1.2% | +325,483 | New | History |
| BIOABioAge Labs, Inc. | COM | 338,654 | $5.92M | 1.1% | +338,654 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 180,658 | $5.78M | 1.1% | +107,552+147.1% | Added | History |
| ACADAcadia Pharmaceuticals Inc | COM | 242,566 | $5.40M | 1.0% | +242,566 | New | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 185,435 | $5.15M | 1.0% | +28,707+18.3% | Added | History |
| ALMSAlumis Inc. | COM | 229,566 | $5.06M | 1.0% | +229,566 | New | History |
| NRIXNurix Therapeutics, Inc. | COM | 315,226 | $4.89M | 0.9% | +315,226 | New | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 753,520 | $4.48M | 0.9% | +753,520 | New | History |
| EVMNEvommune, Inc. | COM SHS | 193,777 | $4.39M | 0.8% | +125,581+184.1% | Added | History |
| TNGXTango Therapeutics, Inc. | COM | 200,919 | $4.20M | 0.8% | +200,919 | New | History |
| FTHFaeth Therapeutics, Inc. | COM NEW | 132,873 | $4.19M | 0.8% | +132,873 | New | History |
| RLMDRelmada Therapeutics, Inc. | COM | 597,409 | $4.16M | 0.8% | +597,409 | New | History |
| ERASErasca, Inc. | COM | 239,861 | $3.88M | 0.7% | +239,861 | New | History |
| JNJJohnson & Johnson | Stock | 15,415 | $3.77M | 0.7% | −19,585−56.0% | Reduced | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 850,742 | $3.51M | 0.7% | −47,723−5.3% | Reduced | History |
| PCVXVaxcyte, Inc. | COM | 59,061 | $3.43M | 0.7% | +59,061 | New | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 939,369 | $3.24M | 0.6% | −519,438−35.6% | Reduced | History |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 305,028 | $3.10M | 0.6% | +305,028 | New | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 188,700 | $3.02M | 0.6% | +188,700 | New | History |
| ALKSAlkermes plc. | SHS | 80,492 | $2.85M | 0.5% | +80,492 | New | History |
| PHVSPharvaris N.V. | COM | 86,637 | $2.45M | 0.5% | +28,248+48.4% | Added | History |
| IVVDInvivyd, Inc. | COM | 1,874,546 | $2.44M | 0.5% | +884,724+89.4% | Added | History |
| JBIOJade Biosciences, Inc. | COM NEW | 154,034 | $2.16M | 0.4% | +154,034 | New | History |
| TWSTTwist Bioscience Corp | COM | 43,110 | $2.05M | 0.4% | −475,245−91.7% | Reduced | History |
| MPLTMapLight Therapeutics, Inc. | COM | 100,000 | $2.03M | 0.4% | 00.0% | Unchanged | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 134,742 | $2.01M | 0.4% | −810−0.6% | Reduced | History |
| IONSIonis Pharmaceuticals Inc | COM | 26,385 | $1.98M | 0.4% | +26,385 | New | History |
| IMCRImmunocore Holdings plc | ADS | 63,543 | $1.92M | 0.4% | +63,543 | New | History |
| FBRXForte Biosciences, Inc. | COM NEW | 58,020 | $1.50M | 0.3% | +58,020 | New | History |
| SIONSionna Therapeutics, Inc. | COM | 36,540 | $1.46M | 0.3% | +36,540 | New | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 375,000 | $1.44M | 0.3% | +228,442+155.9% | Added | History |
| SLDBSolid Biosciences Inc. | COM NEW | 195,403 | $1.41M | 0.3% | +195,403 | New | History |
| LPCNLipocine Inc. | COM NEW | 160,420 | $1.28M | 0.2% | +160,420 | New | History |
| QUREuniQure N.V. | SHS | 78,066 | $1.28M | 0.2% | +34,581+79.5% | Added | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 50,000 | $1.23M | 0.2% | +50,000 | New | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 453,236 | $1.19M | 0.2% | +453,236 | New | History |
| EWEdwards Lifesciences Corp | Stock | 14,588 | $1.17M | 0.2% | +14,588 | New | History |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 37,592 | $1.14M | 0.2% | +19,739+110.6% | Added | History |
| BDSXBiodesix Inc | COM | 70,004 | $1.02M | 0.2% | +70,004 | New | History |
| STROSutro Biopharma, Inc. | COM SHS | 23,295 | $580.3K | 0.1% | +23,295 | New | History |
| SPRBSpruce Biosciences, Inc. | COM NEW | 6,360 | $415.6K | 0.1% | +6,360 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $58.2K | <0.1% | 00.0% | Unchanged | History |
Options (12)
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 |
|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | – | $588.0K |
| RVMDRevolution Medicines, Inc. | COM | $525.0K | – |
| TYRATyra Biosciences, Inc. | COM | – | $290.0K |
| IMVTImmunovant, Inc. | COM | – | $255.0K |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $164.3K |
| SNDXSyndax Pharmaceuticals Inc | COM | – | $90.0K |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $85.5K |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $74.2K |
| BSXBoston Scientific Corp | Stock | – | $12.5K |
| TERNTerns Pharmaceuticals, Inc. | COM | – | $7.50K |
| OLMAOlema Pharmaceuticals, Inc. | COM | – | $3.75K |
| EWEdwards Lifesciences Corp | Stock | – | $1.00K |
Sold out since Q4 2025 (37)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,154,114 | $28.9M | 5.0% | History |
| ACLXArcellx, Inc. | COMMON STOCK | 332,860 | $21.7M | 3.7% | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 429,198 | $17.3M | 3.0% | History |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 17,736 | $10.3M | 1.8% | History |
| ADPTAdaptive Biotechnologies Corp | COM | 606,825 | $9.85M | 1.7% | History |
| PALIPalisade Bio, Inc. | COM | 4,192,375 | $9.85M | 1.7% | History |
| DRUGBright Minds Biosciences Inc. | COM NEW | 97,340 | $7.60M | 1.3% | History |
| NKTRNektar Therapeutics | COM NEW | 178,274 | $7.54M | 1.3% | History |
| CLPTClearPoint Neuro, Inc. | COM | 481,858 | $6.59M | 1.1% | History |
| IMTXImmatics N.V. | SHS | 610,308 | $6.41M | 1.1% | History |
| OCULOcular Therapeutix, Inc | COM | 522,693 | $6.35M | 1.1% | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 58,915 | $6.31M | 1.1% | History |
| APGEApogee Therapeutics, Inc. | COM | 80,574 | $6.08M | 1.0% | History |
| INCYIncyte Corp | COM | 61,435 | $6.07M | 1.0% | History |
| IDYAIDEAYA Biosciences, Inc. | COM | 161,659 | $5.59M | 1.0% | History |
| MAZEMaze Therapeutics, Inc. | COM | 125,877 | $5.22M | 0.9% | History |
| LLYEli Lilly & Co | Stock | 4,759 | $5.11M | 0.9% | History |
| TRVITrevi Therapeutics, Inc. | COM | 399,557 | $5.00M | 0.9% | History |
| VRDNViridian Therapeutics, Inc. | COM | 154,320 | $4.80M | 0.8% | History |
| ABUSArbutus Biopharma Corp | COM | 986,751 | $4.75M | 0.8% | History |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 348,401 | $4.59M | 0.8% | History |
| CTMXCytomX Therapeutics, Inc. | COM | 1,036,311 | $4.41M | 0.8% | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,842 | $3.16M | 0.5% | History |
| RGENRepligen Corp | COM | 15,707 | $2.57M | 0.4% | History |
| QNCXQuince Therapeutics, Inc. | COM | 739,264 | $2.48M | 0.4% | History |
| MGTXMeiraGTx Holdings plc | COM | 287,689 | $2.29M | 0.4% | History |
| IVAInventiva S.A. | ADS | 467,242 | $2.17M | 0.4% | History |
| ABBVAbbVie Inc. | Stock | 9,325 | $2.13M | 0.4% | History |
| ADCTADC Therapeutics SA | SHS | 502,570 | $1.77M | 0.3% | History |
| LEGNLegend Biotech Corp | SPONSORED ADS | 73,328 | $1.59M | 0.3% | History |
| BLTEBelite Bio, Inc | SPONSORED ADS | 9,163 | $1.47M | 0.3% | History |
| XLOXilio Therapeutics, Inc. | COM | 2,030,028 | $1.30M | 0.2% | History |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 86,517 | $1.08M | 0.2% | History |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 182,130 | $1.00M | 0.2% | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 61,577 | $965.5K | 0.2% | History |
| VNDAVanda Pharmaceuticals Inc. | COM | 58,989 | $520.3K | 0.1% | History |
| KTTAPasithea Therapeutics Corp. | COM NEW | 355,082 | $458.1K | 0.1% | History |