StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/13 申報。只含多頭部位。
- 持股檔數
- 59
- 2023 年第 3 季沒有申報
- 總值
- $3.71 億
- 2023 年第 3 季沒有申報
StemPoint Capital LP 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 2,169,116 | $2,436 萬 | 6.6% | – | – | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,094,494 | $2,365 萬 | 6.4% | – | – | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 313,604 | $1,741 萬 | 4.7% | – | – | 歷史 |
| MRUSMerus N.V. | COM | 501,806 | $1,380 萬 | 3.7% | – | – | 歷史 |
| IMVTImmunovant, Inc. | COM | 322,015 | $1,357 萬 | 3.7% | – | – | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 862,815 | $1,224 萬 | 3.3% | – | – | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 513,681 | $1,178 萬 | 3.2% | – | – | 歷史 |
| IMTXImmatics N.V. | SHS | 1,020,214 | $1,074 萬 | 2.9% | – | – | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 253,948 | $1,025 萬 | 2.8% | – | – | 歷史 |
| CABACabaletta Bio, Inc. | COM | 450,706 | $1,023 萬 | 2.8% | – | – | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 167,851 | $1,014 萬 | 2.7% | – | – | 歷史 |
| Argenx SE04016X901 | CALL | 26,484 | $1,008 萬 | 2.7% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 89,016 | $970.5 萬 | 2.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 61,011 | $956.3 萬 | 2.6% | – | – | 歷史 |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 249,575 | $888.0 萬 | 2.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 15,067 | $878.3 萬 | 2.4% | – | – | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 1,790,182 | $876.4 萬 | 2.4% | – | – | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 2,594,536 | $838.0 萬 | 2.3% | – | – | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 378,766 | $815.1 萬 | 2.2% | – | – | 歷史 |
| Teva Pharmaceutical Inds Ltd881624909 | CALL | 701,597 | $732.5 萬 | 2.0% | – | – | – |
| IRONDisc Medicine, Inc. | COM | 125,429 | $724.5 萬 | 2.0% | – | – | 歷史 |
| LNTHLantheus Holdings, Inc. | Stock | 108,911 | $675.2 萬 | 1.8% | – | – | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 104,650 | $629.7 萬 | 1.7% | – | – | 歷史 |
| ATXSAstria Therapeutics, Inc. | COM | 856,952 | $616.2 萬 | 1.7% | – | – | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 173,579 | $537.9 萬 | 1.4% | – | – | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 423,174 | $518.4 萬 | 1.4% | – | – | 歷史 |
| BHVNBiohaven Ltd. | COM | 111,354 | $476.6 萬 | 1.3% | – | – | 歷史 |
| SAGESage Therapeutics, Inc. | COM | 218,319 | $473.1 萬 | 1.3% | – | – | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 20,444 | $473.0 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,921 | $471.6 萬 | 1.3% | – | – | 歷史 |
| ANIPAni Pharmaceuticals Inc | COM | 85,382 | $470.8 萬 | 1.3% | – | – | 歷史 |
| ALPNAlpine Immune Sciences, Inc. | COM | 246,178 | $469.2 萬 | 1.3% | – | – | 歷史 |
| ETNB89bio, Inc. | COM | 408,257 | $456.0 萬 | 1.2% | – | – | 歷史 |
| SLRNACELYRIN, Inc. | COM | 587,373 | $438.2 萬 | 1.2% | – | – | 歷史 |
| CBAYCymaBay Therapeutics, Inc. | COM | 182,258 | $430.5 萬 | 1.2% | – | – | 歷史 |
| OLMAOlema Pharmaceuticals, Inc. | COM | 281,287 | $394.6 萬 | 1.1% | – | – | 歷史 |
| LRMRLarimar Therapeutics, Inc. | COM | 783,172 | $356.3 萬 | 1.0% | – | – | 歷史 |
| SCPHscPharmaceuticals Inc. | COM | 567,211 | $355.6 萬 | 1.0% | – | – | 歷史 |
| FATEFate Therapeutics Inc | COM | 898,196 | $335.9 萬 | 0.9% | – | – | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 183,102 | $321.2 萬 | 0.9% | – | – | 歷史 |
| APLTApplied Therapeutics, Inc. | COM | 907,152 | $303.9 萬 | 0.8% | – | – | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 22,500 | $296.5 萬 | 0.8% | – | – | 歷史 |
| Jasper Therapeutics Inc471871903 | CALL | 3,707,110 | $292.5 萬 | 0.8% | – | – | – |
| AUTLAutolus Therapeutics plc | SPON ADS | 451,375 | $290.7 萬 | 0.8% | – | – | 歷史 |
| ANNXAnnexon, Inc. | COM | 607,100 | $275.6 萬 | 0.7% | – | – | 歷史 |
| Morphosys AG617760902 | CALL | 277,485 | $274.7 萬 | 0.7% | – | – | – |
| FULCFulcrum Therapeutics, Inc. | COM | 376,573 | $254.2 萬 | 0.7% | – | – | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 95,732 | $221.2 萬 | 0.6% | – | – | 歷史 |
| ACIUAC Immune SA | SHS | 434,588 | $217.3 萬 | 0.6% | – | – | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 24,111 | $201.3 萬 | 0.5% | – | – | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 59,038 | $180.7 萬 | 0.5% | – | – | 歷史 |
| AMAMAmbrx Biopharma, Inc. | COM | 126,101 | $179.6 萬 | 0.5% | – | – | 歷史 |
| RAPTRAPT Therapeutics, Inc. | COM | 58,450 | $145.2 萬 | 0.4% | – | – | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 279,648 | $124.7 萬 | 0.3% | – | – | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 83,381 | $122.7 萬 | 0.3% | – | – | 歷史 |
| STTKShattuck Labs, Inc. | COM | 147,752 | $105.3 萬 | 0.3% | – | – | 歷史 |
| ANABAnaptysbio, Inc | COM | 45,000 | $96.4 萬 | 0.3% | – | – | 歷史 |
| TARSTarsus Pharmaceuticals, Inc. | COM | 30,990 | $62.8 萬 | 0.2% | – | – | 歷史 |
| CRGXCARGO Therapeutics, Inc. | COM | 26,875 | $62.2 萬 | 0.2% | – | – | 歷史 |
選擇權（8 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | $118.8 萬 | – |
| iShares Russell 2000 ETF464287655 | ETF | $57.4 萬 | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | $37.5 萬 | – |
| IRONDisc Medicine, Inc. | COM | – | $37.1 萬 |
| iShares Tr464287556 | ISHARES BIOTECH | $36.0 萬 | – |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | $33.5 萬 | – |
| ACLXArcellx, Inc. | COMMON STOCK | – | $28.3 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | $23.2 萬 | – |