StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 50
- 較 2025 年第 1 季 −2
- 總值
- $3.11 億
- 較 2025 年第 1 季 −$249.1 萬 (−0.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SNDXSyndax Pharmaceuticals Inc | COM | 2,372,634 | $2,222 萬 | 7.2% | +774,040+48.4% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,300,860 | $2,081 萬 | 6.7% | +447,388+52.4% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 528,115 | $1,871 萬 | 6.0% | −38,097−6.7% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,265,672 | $1,663 萬 | 5.4% | +672,337+113.3% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 52,694 | $1,595 萬 | 5.1% | +11,758+28.7% | 加碼 | 歷史 |
| MRUSMerus N.V. | COM | 266,094 | $1,400 萬 | 4.5% | −80,662−23.3% | 減碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 201,452 | $1,327 萬 | 4.3% | −72,322−26.4% | 減碼 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 266,774 | $1,299 萬 | 4.2% | +266,774 | 新進 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 176,752 | $1,117 萬 | 3.6% | +142,936+422.7% | 加碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 351,124 | $1,004 萬 | 3.2% | +158,772+82.5% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 707,915 | $990.4 萬 | 3.2% | +40,837+6.1% | 加碼 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 270,144 | $958.7 萬 | 3.1% | +270,144 | 新進 | 歷史 |
| GERNGeron Corp | COM | 6,649,244 | $937.5 萬 | 3.0% | +5,688,937+592.4% | 加碼 | 歷史 |
| ZLABZai Lab Ltd | ADR | 250,438 | $875.8 萬 | 2.8% | +224,017+847.9% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 631,586 | $855.1 萬 | 2.8% | +631,586 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 572,615 | $798.2 萬 | 2.6% | −158,424−21.7% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 601,781 | $678.2 萬 | 2.2% | −1,977,079−76.7% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 116,779 | $623.1 萬 | 2.0% | −39,406−25.2% | 減碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 61,578 | $619.7 萬 | 2.0% | −25,481−29.3% | 減碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 686,539 | $613.8 萬 | 2.0% | +445,713+185.1% | 加碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 900,338 | $585.2 萬 | 1.9% | +810,505+902.2% | 加碼 | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 183,912 | $539.0 萬 | 1.7% | +183,912 | 新進 | 歷史 |
| NUVLNuvalent, Inc. | COM | 59,828 | $456.5 萬 | 1.5% | −130,573−68.6% | 減碼 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 386,790 | $437.3 萬 | 1.4% | −470.0% | 減碼 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 2,413,254 | $411.7 萬 | 1.3% | +46,700+2.0% | 加碼 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 84,466 | $366.8 萬 | 1.2% | +84,466 | 新進 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 165,885 | $348.7 萬 | 1.1% | +98,886+147.6% | 加碼 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 1,143,677 | $346.5 萬 | 1.1% | −46,902−3.9% | 減碼 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | CL A ORD SHS | 315,812 | $329.1 萬 | 1.1% | +114,912+57.2% | 加碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 329,254 | $309.8 萬 | 1.0% | +329,254 | 新進 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 205,672 | $288.4 萬 | 0.9% | −234,401−53.3% | 減碼 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 644,654 | $287.5 萬 | 0.9% | +644,654 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 1,203,941 | $278.1 萬 | 0.9% | +1,203,941 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 152,652 | $276.5 萬 | 0.9% | +48,067+46.0% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 174,754 | $246.6 萬 | 0.8% | −75,810−30.3% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,672 | $245.3 萬 | 0.8% | +4,672 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 54,630 | $235.9 萬 | 0.8% | −153,807−73.8% | 減碼 | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 89,933 | $207.7 萬 | 0.7% | −252,129−73.7% | 減碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 200,785 | $203.8 萬 | 0.7% | +200,785 | 新進 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 141,021 | $160.9 萬 | 0.5% | +44,406+46.0% | 加碼 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $159.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 32,255 | $135.6 萬 | 0.4% | +32,255 | 新進 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 100,826 | $122.9 萬 | 0.4% | +100,826 | 新進 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 208,800 | $106.9 萬 | 0.3% | +208,800 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 16,770 | $92.7 萬 | 0.3% | −32,471−65.9% | 減碼 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 40,000 | $79.5 萬 | 0.3% | +40,000 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 283,286 | $75.9 萬 | 0.2% | +283,286 | 新進 | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 7,407 | $70.1 萬 | 0.2% | +7,407 | 新進 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 87,748 | $67.1 萬 | 0.2% | +87,748 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 90,852 | $59.0 萬 | 0.2% | +90,852 | 新進 | 歷史 |
選擇權（3 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。
2025 年第 1 季之後清倉（20 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RVMDRevolution Medicines, Inc. | COM | 318,782 | $1,127 萬 | 3.6% | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 274,633 | $921.4 萬 | 2.9% | 歷史 |
| CGONCG Oncology, Inc. | COM | 289,823 | $710.2 萬 | 2.3% | 歷史 |
| SWTXSpringWorks Therapeutics, Inc. | COM | 159,305 | $703.0 萬 | 2.2% | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 149,648 | $601.4 萬 | 1.9% | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 61,927 | $548.1 萬 | 1.8% | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 180,255 | $396.6 萬 | 1.3% | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 120,430 | $237.0 萬 | 0.8% | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 21,052 | $232.8 萬 | 0.7% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,732 | $229.6 萬 | 0.7% | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 136,139 | $219.7 萬 | 0.7% | 歷史 |
| FOLDAmicus Therapeutics, Inc. | COM | 268,919 | $219.4 萬 | 0.7% | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 467,882 | $163.3 萬 | 0.5% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 124,523 | $91.3 萬 | 0.3% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 84,430 | $88.3 萬 | 0.3% | 歷史 |
| SLNOSoleno Therapeutics Inc | COM | 11,155 | $79.7 萬 | 0.3% | 歷史 |
| IFRXInflaRx N.V. | COM | 725,019 | $74.0 萬 | 0.2% | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 198,150 | $73.3 萬 | 0.2% | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 60,000 | $62.8 萬 | 0.2% | 歷史 |
| BCAXBicara Therapeutics Inc. | COM | 47,078 | $61.3 萬 | 0.2% | 歷史 |