StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 75
- 較 2025 年第 3 季 −1
- 總值
- $5.83 億
- 較 2025 年第 3 季 +$8,680 萬 (+17.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ABVXAbivax S.A. | SPONSORED ADS | 391,783 | $5,283 萬 | 9.1% | +225,510+135.6% | 加碼 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 886,893 | $3,907 萬 | 6.7% | +160,689+22.1% | 加碼 | 歷史 |
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,154,114 | $2,886 萬 | 5.0% | +498,729+76.1% | 加碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,339,379 | $2,814 萬 | 4.8% | −26,826−2.0% | 減碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 351,073 | $2,442 萬 | 4.2% | +221,738+171.4% | 加碼 | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 332,860 | $2,170 萬 | 3.7% | +321,484+2,826.0% | 加碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 966,698 | $2,098 萬 | 3.6% | −3,230,489−77.0% | 減碼 | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 429,198 | $1,734 萬 | 3.0% | +339,581+378.9% | 加碼 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 518,355 | $1,644 萬 | 2.8% | +518,355 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 644,959 | $1,639 萬 | 2.8% | −944,621−59.4% | 減碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 835,200 | $1,634 萬 | 2.8% | +360,588+76.0% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 348,605 | $1,562 萬 | 2.7% | +156,310+81.3% | 加碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 619,766 | $1,267 萬 | 2.2% | −93,697−13.1% | 減碼 | 歷史 |
| CELCCelcuity Inc. | COM | 118,333 | $1,180 萬 | 2.0% | −18,377−13.4% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 290,049 | $1,053 萬 | 1.8% | +131,937+83.4% | 加碼 | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 17,736 | $1,033 萬 | 1.8% | +9,529+116.1% | 加碼 | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 606,825 | $985.5 萬 | 1.7% | +606,825 | 新進 | 歷史 |
| PALIPalisade Bio, Inc. | COM | 4,192,375 | $985.2 萬 | 1.7% | +4,192,375 | 新進 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 146,978 | $933.9 萬 | 1.6% | +146,978 | 新進 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 360,876 | $895.5 萬 | 1.5% | +360,876 | 新進 | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 97,340 | $759.6 萬 | 1.3% | +97,340 | 新進 | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 178,274 | $753.7 萬 | 1.3% | +125,073+235.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 35,000 | $724.3 萬 | 1.2% | +35,000 | 新進 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 419,058 | $691.9 萬 | 1.2% | −1,315,601−75.8% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 565,140 | $682.7 萬 | 1.2% | +288,256+104.1% | 加碼 | 歷史 |
| CLPTClearPoint Neuro, Inc. | COM | 481,858 | $659.2 萬 | 1.1% | +465,207+2,793.9% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 224,740 | $652.6 萬 | 1.1% | −187,153−45.4% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 353,849 | $646.5 萬 | 1.1% | +353,849 | 新進 | 歷史 |
| IMTXImmatics N.V. | SHS | 610,308 | $640.8 萬 | 1.1% | +610,308 | 新進 | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 522,693 | $634.5 萬 | 1.1% | +163,223+45.4% | 加碼 | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 58,915 | $630.6 萬 | 1.1% | −32,529−35.6% | 減碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 21,067 | $620.9 萬 | 1.1% | +21,067 | 新進 | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 80,574 | $608.2 萬 | 1.0% | +80,574 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 61,435 | $606.8 萬 | 1.0% | +17,681+40.4% | 加碼 | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 161,659 | $558.9 萬 | 1.0% | −210,166−56.5% | 減碼 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 156,728 | $533.0 萬 | 0.9% | +90,598+137.0% | 加碼 | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 125,877 | $521.5 萬 | 0.9% | +125,877 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 59,430 | $519.1 萬 | 0.9% | +11,476+23.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 4,759 | $511.4 萬 | 0.9% | +4,759 | 新進 | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 399,557 | $500.2 萬 | 0.9% | +48,847+13.9% | 加碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 62,032 | $494.1 萬 | 0.8% | −123,348−66.5% | 減碼 | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 154,320 | $480.2 萬 | 0.8% | +154,320 | 新進 | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 986,751 | $474.6 萬 | 0.8% | +781,363+380.4% | 加碼 | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 348,401 | $459.2 萬 | 0.8% | +348,401 | 新進 | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 1,036,311 | $441.5 萬 | 0.8% | +1,036,311 | 新進 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 898,465 | $359.4 萬 | 0.6% | +343,054+61.8% | 加碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 1,458,807 | $353.0 萬 | 0.6% | +1,034,725+244.0% | 加碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 79,284 | $326.7 萬 | 0.6% | +37,902+91.6% | 加碼 | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,842 | $316.5 萬 | 0.5% | −307−2.0% | 減碼 | 歷史 |
| RGENRepligen Corp | COM | 15,707 | $257.4 萬 | 0.4% | +15,707 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 73,106 | $256.5 萬 | 0.4% | −77,467−51.4% | 減碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 78,553 | $247.8 萬 | 0.4% | +3,553+4.7% | 加碼 | 歷史 |
| QNCXQuince Therapeutics, Inc. | COM | 739,264 | $247.7 萬 | 0.4% | +739,264 | 新進 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 135,552 | $246.2 萬 | 0.4% | +135,552 | 新進 | 歷史 |
| IVVDInvivyd, Inc. | COM | 989,822 | $244.5 萬 | 0.4% | +711,214+255.3% | 加碼 | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 287,689 | $228.7 萬 | 0.4% | +205,831+251.4% | 加碼 | 歷史 |
| IVAInventiva S.A. | ADS | 467,242 | $217.3 萬 | 0.4% | +436,418+1,415.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,325 | $213.1 萬 | 0.4% | +9,325 | 新進 | 歷史 |
| ADCTADC Therapeutics SA | SHS | 502,570 | $177.4 萬 | 0.3% | +219,284+77.4% | 加碼 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 100,000 | $175.7 萬 | 0.3% | +100,000 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 58,389 | $162.0 萬 | 0.3% | +58,389 | 新進 | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 73,328 | $159.4 萬 | 0.3% | +73,328 | 新進 | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 9,163 | $146.6 萬 | 0.3% | +9,163 | 新進 | 歷史 |
| XLOXilio Therapeutics, Inc. | COM | 2,030,028 | $130.0 萬 | 0.2% | +2,030,028 | 新進 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 68,196 | $116.8 萬 | 0.2% | +68,196 | 新進 | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 86,517 | $108.3 萬 | 0.2% | −100,097−53.6% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 32,377 | $106.1 萬 | 0.2% | +32,377 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 43,485 | $104.1 萬 | 0.2% | −478,670−91.7% | 減碼 | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 182,130 | $100.2 萬 | 0.2% | −657,539−78.3% | 減碼 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 61,577 | $96.6 萬 | 0.2% | +61,577 | 新進 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 146,558 | $54.8 萬 | 0.1% | +146,558 | 新進 | 歷史 |
| VNDAVanda Pharmaceuticals Inc. | COM | 58,989 | $52.0 萬 | 0.1% | +58,989 | 新進 | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 17,853 | $51.5 萬 | 0.1% | +17,853 | 新進 | 歷史 |
| KTTAPasithea Therapeutics Corp. | COM NEW | 355,082 | $45.8 萬 | 0.1% | +355,082 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $14.2 萬 | <0.1% | −1,871,936−75.2% | 減碼 | 歷史 |
選擇權（2 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 3 季之後清倉（33 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WVEWave Life Sciences, Inc. | SHS | 2,110,152 | $1,545 萬 | 3.1% | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,017,311 | $1,527 萬 | 3.1% | 歷史 |
| CDTXCidara Therapeutics, Inc. | COM NEW | 152,325 | $1,459 萬 | 2.9% | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 12,465 | $919.4 萬 | 1.9% | 歷史 |
| RZLTRezolute, Inc. | COM NEW | 917,630 | $862.6 萬 | 1.7% | 歷史 |
| GHRSGH Research PLC | ORDINARY SHARES | 545,275 | $779.7 萬 | 1.6% | 歷史 |
| ALKSAlkermes plc. | SHS | 241,637 | $724.9 萬 | 1.5% | 歷史 |
| BBIOBridgeBio Pharma, Inc. | COM | 127,435 | $661.9 萬 | 1.3% | 歷史 |
| INSMINSMED Inc | COM PAR $.01 | 43,419 | $625.1 萬 | 1.3% | 歷史 |
| AKROAkero Therapeutics, Inc. | COM | 121,410 | $576.5 萬 | 1.2% | 歷史 |
| JAZZJazz Pharmaceuticals plc | SHS USD | 39,072 | $515.0 萬 | 1.0% | 歷史 |
| Avidity Biosciences, Inc.05370A108 | COM | 114,053 | $496.9 萬 | 1.0% | – |
| TECXTectonic Therapeutic, Inc. | COM | 188,999 | $296.5 萬 | 0.6% | 歷史 |
| HROWHarrow, Inc. | COM | 57,619 | $277.6 萬 | 0.6% | 歷史 |
| EQEquillium, Inc. | COM | 1,908,935 | $273.0 萬 | 0.6% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 6,264 | $262.6 萬 | 0.5% | 歷史 |
| CGONCG Oncology, Inc. | COM | 63,019 | $253.8 萬 | 0.5% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,797 | $228.0 萬 | 0.5% | – |
| TNGXTango Therapeutics, Inc. | COM | 245,378 | $206.1 萬 | 0.4% | 歷史 |
| ORICOric Pharmaceuticals, Inc. | COM | 166,461 | $199.8 萬 | 0.4% | 歷史 |
| PEPGPepGen Inc. | COM | 389,189 | $179.8 萬 | 0.4% | 歷史 |
| FRNMFreenome, Inc. | CL A ORD SHS | 150,000 | $159.0 萬 | 0.3% | 歷史 |
| TARAProtara Therapeutics, Inc. | COM STK | 363,666 | $158.2 萬 | 0.3% | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 275,620 | $157.9 萬 | 0.3% | 歷史 |
| PYXSPyxis Oncology, Inc. | COMMON STOCK | 689,538 | $153.1 萬 | 0.3% | 歷史 |
| DFTXDefinium Therapeutics, Inc. | Stock | 76,875 | $90.6 萬 | 0.2% | 歷史 |
| ENTAEnanta Pharmaceuticals Inc | COM | 75,194 | $90.0 萬 | 0.2% | 歷史 |
| ZBIOZenas BioPharma, Inc. | COM | 38,742 | $86.0 萬 | 0.2% | 歷史 |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 96,439 | $71.1 萬 | 0.1% | 歷史 |
| KALVKalVista Pharmaceuticals, Inc. | COM | 56,770 | $69.1 萬 | 0.1% | 歷史 |
| ARCTArcturus Therapeutics Holdings Inc. | COM | 35,606 | $65.6 萬 | 0.1% | 歷史 |
| VTYXVentyx Biosciences, Inc. | COM | 167,470 | $52.1 萬 | 0.1% | 歷史 |
| ATAIAtai Beckley N.V. | SHS | 76,032 | $40.2 萬 | 0.1% | 歷史 |