StemPoint Capital LP
- SEC CIK
- 0001952142
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 73
- +3 vs. Q1 2026
- Portfolio value
- $577.9M
- +$57.7M (+11.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TNGXTango Therapeutics, Inc. | COM | 1,223,019 | $38.2M | 6.6% | +1,022,100+508.7% | Added | History |
| ABVXAbivax S.A. | SPONSORED ADS | 283,657 | $37.8M | 6.5% | −30,134−9.6% | Reduced | History |
| RVMDRevolution Medicines, Inc. | COM | 159,943 | $30.0M | 5.2% | −121,689−43.2% | Reduced | History |
| ERASErasca, Inc. | COM | 1,565,913 | $28.7M | 5.0% | +1,326,052+552.8% | Added | History |
| TYRATyra Biosciences, Inc. | COM | 632,754 | $20.2M | 3.5% | +439,577+227.6% | Added | History |
| DNTHDianthus Therapeutics, Inc. | COM | 200,851 | $19.6M | 3.4% | +115,349+134.9% | Added | History |
| ELVNEnliven Therapeutics, Inc. | COM | 346,914 | $17.6M | 3.0% | −16,524−4.5% | Reduced | History |
| MLYSMineralys Therapeutics, Inc. | COM | 602,686 | $16.3M | 2.8% | +69,308+13.0% | Added | History |
| BHVNBiohaven Ltd. | COM | 1,064,200 | $15.8M | 2.7% | −530,291−33.3% | Reduced | History |
| SRZNSurrozen, Inc. | COM NEW | 602,798 | $13.8M | 2.4% | +77,159+14.7% | Added | History |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 209,234 | $13.4M | 2.3% | +209,234 | New | History |
| SRRKScholar Rock Holding Corp | COM | 239,146 | $13.2M | 2.3% | −796,350−76.9% | Reduced | History |
| ALKSAlkermes plc. | SHS | 248,015 | $13.0M | 2.2% | +167,523+208.1% | Added | History |
| TRAXFirst Tracks Biotherapeutics, Inc. | ORD SHS | 622,723 | $12.5M | 2.2% | +622,723 | New | History |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 37,243 | $12.5M | 2.2% | −19,024−33.8% | Reduced | History |
| ROIVRoivant Sciences Ltd. | SHS | 348,408 | $12.3M | 2.1% | −37,392−9.7% | Reduced | History |
| BIOABioAge Labs, Inc. | COM | 464,171 | $11.4M | 2.0% | +125,517+37.1% | Added | History |
| CGONCG Oncology, Inc. | COM | 159,349 | $11.3M | 2.0% | −46,273−22.5% | Reduced | History |
| ORKAOruka Therapeutics, Inc. | COM | 116,461 | $11.1M | 1.9% | +116,461 | New | History |
| IMVTImmunovant, Inc. | COM | 276,527 | $10.7M | 1.8% | −469,967−63.0% | Reduced | History |
| CELCCelcuity Inc. | COM | 98,203 | $10.3M | 1.8% | +38,141+63.5% | Added | History |
| RLMDRelmada Therapeutics, Inc. | COM | 1,460,093 | $10.1M | 1.7% | +862,684+144.4% | Added | History |
| CLYMClimb Bio, Inc. | COM | 742,745 | $9.69M | 1.7% | +742,745 | New | History |
| SYRESpyre Therapeutics, Inc. | COM NEW | 106,926 | $9.49M | 1.6% | −60,680−36.2% | Reduced | History |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 1,368,215 | $8.07M | 1.4% | +614,695+81.6% | Added | History |
| IFRXInflaRx N.V. | COM | 3,228,255 | $7.23M | 1.3% | +3,228,255 | New | History |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 384,304 | $6.90M | 1.2% | −285,381−42.6% | Reduced | History |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 178,412 | $6.64M | 1.1% | −75,855−29.8% | Reduced | History |
| OVIDOvid Therapeutics Inc. | COM | 2,417,283 | $6.50M | 1.1% | +2,417,283 | New | History |
| EQEquillium, Inc. | COM | 2,016,607 | $6.45M | 1.1% | +2,016,607 | New | History |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 137,124 | $6.45M | 1.1% | −188,359−57.9% | Reduced | History |
| CYTKCytokinetics Inc | COM NEW | 75,603 | $6.44M | 1.1% | −53,974−41.7% | Reduced | History |
| DMRADamora Therapeutics, Inc. | COM NEW | 216,194 | $5.62M | 1.0% | +216,194 | New | History |
| IVAInventiva S.A. | ADS | 1,426,320 | $5.39M | 0.9% | +1,426,320 | New | History |
| IPSCCentury Therapeutics, Inc. | COM | 2,146,182 | $5.26M | 0.9% | +2,146,182 | New | History |
| AURAAura Biosciences, Inc. | COM | 714,280 | $5.07M | 0.9% | +714,280 | New | History |
| EYPTEyePoint, Inc. | COM NEW | 338,471 | $4.84M | 0.8% | −472,293−58.3% | Reduced | History |
| ASMBAssembly Biosciences, Inc. | COM NEW | 170,378 | $4.68M | 0.8% | −15,057−8.1% | Reduced | History |
| WHWKWhitehawk Therapeutics, Inc. | COM | 1,021,037 | $4.68M | 0.8% | +81,668+8.7% | Added | History |
| XENEXenon Pharmaceuticals Inc. | COM | 76,075 | $4.59M | 0.8% | −64,680−46.0% | Reduced | History |
| QUREuniQure N.V. | SHS | 88,115 | $4.06M | 0.7% | +10,049+12.9% | Added | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 284,769 | $4.03M | 0.7% | +284,769 | New | History |
| AVLNAvalyn Pharma Inc. | COM SHS | 118,000 | $3.88M | 0.7% | +118,000 | New | History |
| MPLTMapLight Therapeutics, Inc. | COM | 106,906 | $3.83M | 0.7% | +6,906+6.9% | Added | History |
| ALMSAlumis Inc. | COM | 135,736 | $3.82M | 0.7% | −93,830−40.9% | Reduced | History |
| AXSMAxsome Therapeutics, Inc. | COM | 15,375 | $3.76M | 0.7% | +15,375 | New | History |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 153,544 | $3.72M | 0.6% | +153,544 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 143,167 | $3.62M | 0.6% | −99,399−41.0% | Reduced | History |
| SLDBSolid Biosciences Inc. | COM NEW | 358,780 | $3.58M | 0.6% | +163,377+83.6% | Added | History |
| PSNLPersonalis, Inc. | COM | 247,783 | $3.32M | 0.6% | +247,783 | New | History |
| CBIOCrescent Biopharma, Inc. | COM | 182,382 | $3.28M | 0.6% | +182,382 | New | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 39,198 | $3.20M | 0.6% | +39,198 | New | History |
| KODKodiak Sciences Inc. | COM | 75,872 | $2.96M | 0.5% | +75,872 | New | History |
| PHVSPharvaris N.V. | COM | 80,907 | $2.80M | 0.5% | −5,730−6.6% | Reduced | History |
| MNPRMonopar Therapeutics | COM NEW | 30,125 | $2.79M | 0.5% | +30,125 | New | History |
| RAPPRapport Therapeutics, Inc. | COM | 66,582 | $2.77M | 0.5% | +66,582 | New | History |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 77,589 | $2.63M | 0.5% | −103,069−57.1% | Reduced | History |
| SIONSionna Therapeutics, Inc. | COM | 59,426 | $2.61M | 0.5% | +22,886+62.6% | Added | History |
| ARQTArcutis Biotherapeutics, Inc. | COM | 98,945 | $2.59M | 0.4% | −314,847−76.1% | Reduced | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 523,648 | $2.45M | 0.4% | +70,412+15.5% | Added | History |
| SPRBSpruce Biosciences, Inc. | COM NEW | 41,388 | $2.23M | 0.4% | +35,028+550.8% | Added | History |
| CUECue Biopharma, Inc. | COM | 66,995 | $2.11M | 0.4% | +66,995 | New | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 38,178 | $2.05M | 0.4% | −162,089−80.9% | Reduced | History |
| PTGXProtagonist Therapeutics, Inc | COM | 16,303 | $2.00M | 0.3% | −56,274−77.5% | Reduced | History |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 171,671 | $1.83M | 0.3% | −133,357−43.7% | Reduced | History |
| BDSXBiodesix Inc | COM | 70,000 | $1.58M | 0.3% | −40.0% | Reduced | History |
| TENXTenax Therapeutics, Inc. | COM NEW | 96,273 | $1.40M | 0.2% | −92,427−49.0% | Reduced | History |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 342,631 | $1.34M | 0.2% | −32,369−8.6% | Reduced | History |
| CALCCalciMedica, Inc. | COM NEW | 1,244,864 | $1.20M | 0.2% | +1,244,864 | New | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 31,785 | $1.03M | 0.2% | −18,215−36.4% | Reduced | History |
| CLRBCellectar Biosciences, Inc. | COM NEW | 354,938 | $986.7K | 0.2% | +354,938 | New | History |
| PRQRProQR Therapeutics N.V. | SHS EURO | 431,054 | $801.8K | 0.1% | +431,054 | New | History |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $17.3K | <0.1% | 00.0% | Unchanged | History |
Options (10)
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 |
|---|---|---|---|
| PSNLPersonalis, Inc. | COM | – | $810.8K |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $400.0K | $178.0K |
| BHVNBiohaven Ltd. | COM | – | $525.0K |
| AZNAstraZeneca PLC | ADR | – | $180.0K |
| TNGXTango Therapeutics, Inc. | COM | – | $175.0K |
| RVMDRevolution Medicines, Inc. | COM | $127.5K | – |
| ERASErasca, Inc. | COM | $90.0K | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | $75.0K | – |
| ROIVRoivant Sciences Ltd. | SHS | $40.0K | – |
| AMGNAmgen Inc | Stock | $15.0K | – |
Sold out since Q1 2026 (22)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| SNDXSyndax Pharmaceuticals Inc | COM | 1,215,743 | $28.4M | 5.5% | History |
| MBXMBX Biosciences, Inc. | COM | 499,469 | $14.9M | 2.9% | History |
| DYNDyne Therapeutics, Inc. | COM | 506,075 | $9.18M | 1.8% | History |
| EWTXEdgewise Therapeutics, Inc. | COM | 290,864 | $9.16M | 1.8% | History |
| DNLIDenali Therapeutics Inc. | COM | 426,561 | $8.19M | 1.6% | History |
| NRIXNurix Therapeutics, Inc. | COM | 315,226 | $4.89M | 0.9% | History |
| EVMNEvommune, Inc. | COM SHS | 193,777 | $4.39M | 0.8% | History |
| FTHFaeth Therapeutics, Inc. | COM NEW | 132,873 | $4.19M | 0.8% | History |
| JNJJohnson & Johnson | Stock | 15,415 | $3.77M | 0.7% | History |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 850,742 | $3.51M | 0.7% | History |
| PCVXVaxcyte, Inc. | COM | 59,061 | $3.43M | 0.7% | History |
| IVVDInvivyd, Inc. | COM | 1,874,546 | $2.44M | 0.5% | History |
| JBIOJade Biosciences, Inc. | COM NEW | 154,034 | $2.16M | 0.4% | History |
| TWSTTwist Bioscience Corp | COM | 43,110 | $2.05M | 0.4% | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 134,742 | $2.01M | 0.4% | History |
| IONSIonis Pharmaceuticals Inc | COM | 26,385 | $1.98M | 0.4% | History |
| IMCRImmunocore Holdings plc | ADS | 63,543 | $1.92M | 0.4% | History |
| FBRXForte Biosciences, Inc. | COM NEW | 58,020 | $1.50M | 0.3% | History |
| LPCNLipocine Inc. | COM NEW | 160,420 | $1.28M | 0.2% | History |
| EWEdwards Lifesciences Corp | Stock | 14,588 | $1.17M | 0.2% | History |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 37,592 | $1.14M | 0.2% | History |
| STROSutro Biopharma, Inc. | COM SHS | 23,295 | $580.3K | 0.1% | History |