StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 76
- 較 2025 年第 2 季 +26
- 總值
- $4.96 億
- 較 2025 年第 2 季 +$1.85 億 (+59.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ROIVRoivant Sciences Ltd. | SHS | 4,197,187 | $6,350 萬 | 12.8% | +3,595,406+597.5% | 加碼 | 歷史 |
| QUREuniQure N.V. | SHS | 522,155 | $3,048 萬 | 6.1% | −50,460−8.8% | 減碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 726,204 | $2,704 萬 | 5.5% | +198,089+37.5% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 1,589,580 | $2,562 萬 | 5.2% | +288,720+22.2% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 1,734,659 | $2,519 萬 | 5.1% | +1,026,744+145.0% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,366,205 | $2,102 萬 | 4.2% | −1,006,429−42.4% | 減碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 655,385 | $1,589 萬 | 3.2% | −610,287−48.2% | 減碼 | 歷史 |
| WVEWave Life Sciences, Inc. | SHS | 2,110,152 | $1,545 萬 | 3.1% | +1,209,814+134.4% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,017,311 | $1,527 萬 | 3.1% | +842,557+482.1% | 加碼 | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 152,325 | $1,459 萬 | 2.9% | −114,449−42.9% | 減碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 166,273 | $1,412 萬 | 2.8% | +78,525+89.5% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 371,825 | $1,012 萬 | 2.0% | +205,940+124.1% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 91,444 | $923.5 萬 | 1.9% | −85,308−48.3% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 12,465 | $919.4 萬 | 1.9% | +12,465 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 713,463 | $919.3 萬 | 1.9% | +26,924+3.9% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 185,380 | $865.7 萬 | 1.7% | +185,380 | 新進 | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 917,630 | $862.6 萬 | 1.7% | +272,976+42.3% | 加碼 | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 545,275 | $779.7 萬 | 1.6% | +444,449+440.8% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 411,893 | $776.4 萬 | 1.6% | +206,221+100.3% | 加碼 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 2,488,685 | $774.9 萬 | 1.6% | +75,431+3.1% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 192,295 | $772.1 萬 | 1.6% | +192,295 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 241,637 | $724.9 萬 | 1.5% | −109,487−31.2% | 減碼 | 歷史 |
| CELCCelcuity Inc. | COM | 136,710 | $675.3 萬 | 1.4% | +136,710 | 新進 | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 127,435 | $661.9 萬 | 1.3% | +72,805+133.3% | 加碼 | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 43,419 | $625.1 萬 | 1.3% | −18,159−29.5% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 474,612 | $600.4 萬 | 1.2% | +474,612 | 新進 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 158,112 | $599.6 萬 | 1.2% | −473,474−75.0% | 減碼 | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 121,410 | $576.5 萬 | 1.2% | +4,631+4.0% | 加碼 | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 39,072 | $515.0 萬 | 1.0% | +39,072 | 新進 | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 114,053 | $496.9 萬 | 1.0% | +114,053 | 新進 | – |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 150,573 | $428.2 萬 | 0.9% | −2,079−1.4% | 減碼 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 359,470 | $420.2 萬 | 0.8% | +359,470 | 新進 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 8,207 | $376.4 萬 | 0.8% | −44,487−84.4% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 276,884 | $376.2 萬 | 0.8% | +276,884 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 43,754 | $371.1 萬 | 0.7% | +43,754 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 129,335 | $362.1 萬 | 0.7% | +129,335 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 350,710 | $320.9 萬 | 0.6% | +350,710 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 47,954 | $318.6 萬 | 0.6% | +31,184+186.0% | 加碼 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 53,201 | $302.7 萬 | 0.6% | +53,201 | 新進 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 15,149 | $301.2 萬 | 0.6% | +15,149 | 新進 | 歷史 |
| TECXTectonic Therapeutic, Inc. | COM | 188,999 | $296.5 萬 | 0.6% | +148,999+372.5% | 加碼 | 歷史 |
| HROWHarrow, Inc. | COM | 57,619 | $277.6 萬 | 0.6% | +57,619 | 新進 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 839,669 | $274.6 萬 | 0.6% | −364,272−30.3% | 減碼 | 歷史 |
| EQEquillium, Inc. | COM | 1,908,935 | $273.0 萬 | 0.6% | +1,908,935 | 新進 | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 6,264 | $262.6 萬 | 0.5% | +6,264 | 新進 | 歷史 |
| CGONCG Oncology, Inc. | COM | 63,019 | $253.8 萬 | 0.5% | +63,019 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,797 | $228.0 萬 | 0.5% | +3,797 | 新進 | – |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 186,614 | $216.1 萬 | 0.4% | −129,198−40.9% | 減碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 245,378 | $206.1 萬 | 0.4% | +36,578+17.5% | 加碼 | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 166,461 | $199.8 萬 | 0.4% | −34,324−17.1% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 555,411 | $190.0 萬 | 0.4% | +555,411 | 新進 | 歷史 |
| PEPGPepGen Inc. | COM | 389,189 | $179.8 萬 | 0.4% | +389,189 | 新進 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 66,130 | $169.3 萬 | 0.3% | +66,130 | 新進 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 41,382 | $162.8 萬 | 0.3% | +41,382 | 新進 | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $159.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 363,666 | $158.2 萬 | 0.3% | −780,011−68.2% | 減碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 275,620 | $157.9 萬 | 0.3% | +275,620 | 新進 | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 689,538 | $153.1 萬 | 0.3% | +689,538 | 新進 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 75,000 | $131.3 萬 | 0.3% | −66,021−46.8% | 減碼 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 283,286 | $113.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 11,376 | $93.4 萬 | 0.2% | −190,076−94.4% | 減碼 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 205,388 | $93.2 萬 | 0.2% | +205,388 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 76,875 | $90.6 萬 | 0.2% | −13,977−15.4% | 減碼 | 歷史 |
| ENTAEnanta Pharmaceuticals Inc | COM | 75,194 | $90.0 萬 | 0.2% | +75,194 | 新進 | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 38,742 | $86.0 萬 | 0.2% | +38,742 | 新進 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 424,082 | $80.6 萬 | 0.2% | +424,082 | 新進 | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 96,439 | $71.1 萬 | 0.1% | +96,439 | 新進 | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 56,770 | $69.1 萬 | 0.1% | −330,020−85.3% | 減碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 81,858 | $67.4 萬 | 0.1% | +81,858 | 新進 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 89,617 | $67.3 萬 | 0.1% | +89,617 | 新進 | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 35,606 | $65.6 萬 | 0.1% | +35,606 | 新進 | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 167,470 | $52.1 萬 | 0.1% | +167,470 | 新進 | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 76,032 | $40.2 萬 | 0.1% | +76,032 | 新進 | 歷史 |
| CLPTClearPoint Neuro, Inc. | COM | 16,651 | $36.3 萬 | 0.1% | +16,651 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 278,608 | $30.6 萬 | 0.1% | +278,608 | 新進 | 歷史 |
| IVAInventiva S.A. | ADS | 30,824 | $17.8 萬 | <0.1% | +30,824 | 新進 | 歷史 |
選擇權（11 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 |
|---|---|---|---|
| BHVNBiohaven Ltd. | COM | – | $118.8 萬 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | – | $90.6 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $72.5 萬 | – |
| IONSIonis Pharmaceuticals Inc | COM | – | $13.8 萬 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | – | $5.90 萬 |
| SNDXSyndax Pharmaceuticals Inc | COM | – | $5.50 萬 |
| IMVTImmunovant, Inc. | COM | – | $5.00 萬 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | – | $3.00 萬 |
| SRRKScholar Rock Holding Corp | COM | – | $2.39 萬 |
| AKROAkero Therapeutics, Inc. | COM | $9,688 | – |
| ABUSArbutus Biopharma Corp | COM | – | $9,500 |
2025 年第 2 季之後清倉（12 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MRUSMerus N.V. | COM | 266,094 | $1,400 萬 | 4.5% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 270,144 | $958.7 萬 | 3.1% | 歷史 |
| GERNGeron Corp | COM | 6,649,244 | $937.5 萬 | 3.0% | 歷史 |
| ZLABZai Lab Ltd | ADR | 250,438 | $875.8 萬 | 2.8% | 歷史 |
| LENZLENZ Therapeutics, Inc. | COM | 183,912 | $539.0 萬 | 1.7% | 歷史 |
| NUVLNuvalent, Inc. | COM | 59,828 | $456.5 萬 | 1.5% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 84,466 | $366.8 萬 | 1.2% | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 329,254 | $309.8 萬 | 1.0% | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 4,672 | $245.3 萬 | 0.8% | 歷史 |
| JANXJanux Therapeutics, Inc. | COM | 89,933 | $207.7 萬 | 0.7% | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 32,255 | $135.6 萬 | 0.4% | 歷史 |
| VRNAVerona Pharma plc | SPONSORED ADS | 7,407 | $70.1 萬 | 0.2% | 歷史 |