StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 52
- 較 2024 年第 4 季 +4
- 總值
- $3.13 億
- 較 2024 年第 4 季 −$8,563 萬 (−21.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 2,578,860 | $2,602 萬 | 8.3% | −133,918−4.9% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,598,594 | $1,964 萬 | 6.3% | −1,274,007−44.4% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 566,212 | $1,820 萬 | 5.8% | +399,905+240.5% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 273,774 | $1,796 萬 | 5.7% | +273,774 | 新進 | 歷史 |
| MRUSMerus N.V. | COM | 346,756 | $1,459 萬 | 4.7% | −268,056−43.6% | 減碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 853,472 | $1,459 萬 | 4.7% | −265,036−23.7% | 減碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 40,936 | $1,356 萬 | 4.3% | +40,936 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 190,401 | $1,350 萬 | 4.3% | +45,167+31.1% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 318,782 | $1,127 萬 | 3.6% | +125,247+64.7% | 加碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 342,062 | $923.6 萬 | 2.9% | +196,186+134.5% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 274,633 | $921.4 萬 | 2.9% | −101,212−26.9% | 減碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 667,078 | $906.9 萬 | 2.9% | +82,750+14.2% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 593,335 | $853.2 萬 | 2.7% | −48,629−7.6% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 731,039 | $774.9 萬 | 2.5% | +641,039+712.3% | 加碼 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 208,437 | $720.6 萬 | 2.3% | +208,437 | 新進 | 歷史 |
| CGONCG Oncology, Inc. | COM | 289,823 | $710.2 萬 | 2.3% | +289,823 | 新進 | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 159,305 | $703.0 萬 | 2.2% | +159,305 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 440,073 | $688.3 萬 | 2.2% | −60,893−12.2% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 87,059 | $664.2 萬 | 2.1% | −19,551−18.3% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 192,352 | $635.1 萬 | 2.0% | −224,616−53.9% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 156,185 | $632.2 萬 | 2.0% | +156,185 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 250,564 | $602.4 萬 | 1.9% | +64,151+34.4% | 加碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 149,648 | $601.4 萬 | 1.9% | +66,072+79.1% | 加碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 61,927 | $548.1 萬 | 1.8% | +61,927 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 2,366,554 | $511.2 萬 | 1.6% | +38,062+1.6% | 加碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 1,190,579 | $507.2 萬 | 1.6% | +858,185+258.2% | 加碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 386,837 | $446.4 萬 | 1.4% | −605,966−61.0% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 180,255 | $396.6 萬 | 1.3% | +47,549+35.8% | 加碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 240,826 | $280.8 萬 | 0.9% | −109,747−31.3% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 49,241 | $238.1 萬 | 0.8% | −92,473−65.3% | 減碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 120,430 | $237.0 萬 | 0.8% | +23,714+24.5% | 加碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 21,052 | $232.8 萬 | 0.7% | +21,052 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,732 | $229.6 萬 | 0.7% | +14,732 | 新進 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 200,900 | $227.0 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 136,139 | $219.7 萬 | 0.7% | +136,139 | 新進 | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 268,919 | $219.4 萬 | 0.7% | +268,919 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 104,585 | $214.1 萬 | 0.7% | +104,585 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 33,816 | $179.1 萬 | 0.6% | −174,200−83.7% | 減碼 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 467,882 | $163.3 萬 | 0.5% | +467,882 | 新進 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $154.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GERNGeron Corp | COM | 960,307 | $152.7 萬 | 0.5% | +960,307 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 66,999 | $109.7 萬 | 0.4% | +66,999 | 新進 | 歷史 |
| ZLABZai Lab Ltd | ADR | 26,421 | $95.5 萬 | 0.3% | +26,421 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 124,523 | $91.3 萬 | 0.3% | +124,523 | 新進 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 84,430 | $88.3 萬 | 0.3% | +84,430 | 新進 | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 11,155 | $79.7 萬 | 0.3% | +11,155 | 新進 | 歷史 |
| IFRXInflaRx N.V. | COM | 725,019 | $74.0 萬 | 0.2% | +725,019 | 新進 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 198,150 | $73.3 萬 | 0.2% | +198,150 | 新進 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 89,833 | $72.6 萬 | 0.2% | −631,376−87.5% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 96,615 | $71.3 萬 | 0.2% | +96,615 | 新進 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 60,000 | $62.8 萬 | 0.2% | +60,000 | 新進 | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 47,078 | $61.3 萬 | 0.2% | +47,078 | 新進 | 歷史 |
選擇權（9 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 |
|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | $23.8 萬 | – |
| CVSCVS Health Corp | Stock | $16.5 萬 | – |
| MLYSMineralys Therapeutics, Inc. | COM | $9.38 萬 | – |
| ARQTArcutis Biotherapeutics, Inc. | COM | – | $4.25 萬 |
| KALVKalVista Pharmaceuticals, Inc. | COM | – | $3.25 萬 |
| Etfis Ser Tr I26923G301 | VIRT BI TRIA ETF | – | $1.66 萬 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | – | $1.55 萬 |
| MRKMerck & Co., Inc. | Stock | – | $8,344 |
| NVONovo Nordisk A S | ADR | – | $3,793 |
2024 年第 4 季之後清倉（20 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 317,060 | $1,621 萬 | 4.1% | 歷史 |
| INCYIncyte Corp | COM | 193,623 | $1,337 萬 | 3.4% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 134,178 | $1,033 萬 | 2.6% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 166,068 | $939.3 萬 | 2.4% | 歷史 |
| IOVAIovance Biotherapeutics, Inc. | COM | 949,401 | $702.6 萬 | 1.8% | 歷史 |
| BNTXBioNTech SE | SPONSORED ADS | 61,403 | $699.7 萬 | 1.8% | 歷史 |
| SLRNACELYRIN, Inc. | COM | 1,704,825 | $535.3 萬 | 1.3% | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 400,101 | $492.5 萬 | 1.2% | 歷史 |
| NMRANeumora Therapeutics, Inc. | COM | 428,137 | $453.8 萬 | 1.1% | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 579,500 | $431.7 萬 | 1.1% | 歷史 |
| RAREUltragenyx Pharmaceutical Inc. | COM | 101,809 | $428.3 萬 | 1.1% | 歷史 |
| ETNB89bio, Inc. | COM | 545,800 | $426.8 萬 | 1.1% | 歷史 |
| CTNMContineum Therapeutics, Inc. | CL A | 265,833 | $389.4 萬 | 1.0% | 歷史 |
| RCKTRocket Pharmaceuticals, Inc. | COM | 270,983 | $340.6 萬 | 0.9% | 歷史 |
| JSPRJasper Therapeutics, Inc. | COM NEW | 135,244 | $289.2 萬 | 0.7% | 歷史 |
| TRMLTourmaline Bio, Inc. | COM | 126,400 | $256.3 萬 | 0.6% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 28,136 | $130.7 萬 | 0.3% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 47,642 | $128.1 萬 | 0.3% | 歷史 |
| ATYRaTYR PHARMA INC | COM NEW | 200,475 | $72.6 萬 | 0.2% | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 9,434 | $43.6 萬 | 0.1% | 歷史 |