StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/18 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 70
- 較 2025 年第 4 季 −5
- 總值
- $5.20 億
- 較 2025 年第 4 季 −$6,244 萬 (−10.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | 1,035,496 | $5,090 萬 | 9.8% | +148,603+16.8% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 313,791 | $3,494 萬 | 6.7% | −77,992−19.9% | 減碼 | 歷史 |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,215,743 | $2,840 萬 | 5.5% | −123,636−9.2% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 281,632 | $2,739 萬 | 5.3% | +219,600+354.0% | 加碼 | 歷史 |
| IMVTImmunovant, Inc. | COM | 746,494 | $1,854 萬 | 3.6% | +101,535+15.7% | 加碼 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 56,267 | $1,813 萬 | 3.5% | +35,200+167.1% | 加碼 | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 499,469 | $1,491 萬 | 2.9% | +420,916+535.8% | 加碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 533,378 | $1,445 萬 | 2.8% | +243,329+83.9% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 363,438 | $1,425 萬 | 2.7% | +363,438 | 新進 | 歷史 |
| CGONCG Oncology, Inc. | COM | 205,622 | $1,392 萬 | 2.7% | +205,622 | 新進 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,594,491 | $1,349 萬 | 2.6% | +1,594,491 | 新進 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 525,639 | $1,346 萬 | 2.6% | −94,127−15.2% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 385,800 | $1,069 萬 | 2.1% | −580,898−60.1% | 減碼 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 810,764 | $1,045 萬 | 2.0% | +456,915+129.1% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 413,792 | $974.9 萬 | 1.9% | +189,052+84.1% | 加碼 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 200,267 | $965.3 萬 | 1.9% | −150,806−43.0% | 減碼 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 669,685 | $930.9 萬 | 1.8% | +104,545+18.5% | 加碼 | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 506,075 | $917.5 萬 | 1.8% | −329,125−39.4% | 減碼 | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 290,864 | $916.2 萬 | 1.8% | −70,012−19.4% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 129,577 | $854.0 萬 | 1.6% | −17,401−11.8% | 減碼 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 167,606 | $845.4 萬 | 1.6% | +135,229+417.7% | 加碼 | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 426,561 | $819.0 萬 | 1.6% | +7,503+1.8% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 140,755 | $818.5 萬 | 1.6% | −207,850−59.6% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 254,267 | $806.5 萬 | 1.6% | +254,267 | 新進 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 72,577 | $765.0 萬 | 1.5% | +13,147+22.1% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 193,177 | $739.9 萬 | 1.4% | +193,177 | 新進 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 85,502 | $717.5 萬 | 1.4% | +6,218+7.8% | 加碼 | 歷史 |
| CELCCelcuity Inc. | COM | 60,062 | $685.5 萬 | 1.3% | −58,271−49.2% | 減碼 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 325,483 | $615.2 萬 | 1.2% | +325,483 | 新進 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 338,654 | $592.3 萬 | 1.1% | +338,654 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 180,658 | $578.3 萬 | 1.1% | +107,552+147.1% | 加碼 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 242,566 | $540.0 萬 | 1.0% | +242,566 | 新進 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 185,435 | $514.6 萬 | 1.0% | +28,707+18.3% | 加碼 | 歷史 |
| ALMSAlumis Inc. | COM | 229,566 | $505.7 萬 | 1.0% | +229,566 | 新進 | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 315,226 | $488.6 萬 | 0.9% | +315,226 | 新進 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 753,520 | $448.3 萬 | 0.9% | +753,520 | 新進 | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 193,777 | $438.5 萬 | 0.8% | +125,581+184.1% | 加碼 | 歷史 |
| TNGXTango Therapeutics, Inc. | COM | 200,919 | $420.3 萬 | 0.8% | +200,919 | 新進 | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 132,873 | $418.8 萬 | 0.8% | +132,873 | 新進 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 597,409 | $415.8 萬 | 0.8% | +597,409 | 新進 | 歷史 |
| ERASErasca, Inc. | COM | 239,861 | $388.1 萬 | 0.7% | +239,861 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,415 | $376.8 萬 | 0.7% | −19,585−56.0% | 減碼 | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 850,742 | $351.4 萬 | 0.7% | −47,723−5.3% | 減碼 | 歷史 |
| PCVXVaxcyte, Inc. | COM | 59,061 | $343.2 萬 | 0.7% | +59,061 | 新進 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 939,369 | $324.1 萬 | 0.6% | −519,438−35.6% | 減碼 | 歷史 |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 305,028 | $309.9 萬 | 0.6% | +305,028 | 新進 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 188,700 | $301.7 萬 | 0.6% | +188,700 | 新進 | 歷史 |
| ALKSAlkermes plc. | SHS | 80,492 | $284.6 萬 | 0.5% | +80,492 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 86,637 | $244.7 萬 | 0.5% | +28,248+48.4% | 加碼 | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,874,546 | $243.7 萬 | 0.5% | +884,724+89.4% | 加碼 | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 154,034 | $216.4 萬 | 0.4% | +154,034 | 新進 | 歷史 |
| TWSTTwist Bioscience Corp | COM | 43,110 | $204.9 萬 | 0.4% | −475,245−91.7% | 減碼 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 100,000 | $203.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 134,742 | $201.2 萬 | 0.4% | −810−0.6% | 減碼 | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 26,385 | $198.1 萬 | 0.4% | +26,385 | 新進 | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 63,543 | $191.6 萬 | 0.4% | +63,543 | 新進 | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 58,020 | $150.3 萬 | 0.3% | +58,020 | 新進 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 36,540 | $146.5 萬 | 0.3% | +36,540 | 新進 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 375,000 | $143.6 萬 | 0.3% | +228,442+155.9% | 加碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 195,403 | $140.7 萬 | 0.3% | +195,403 | 新進 | 歷史 |
| LPCNLipocine Inc. | COM NEW | 160,420 | $128.2 萬 | 0.2% | +160,420 | 新進 | 歷史 |
| QUREuniQure N.V. | SHS | 78,066 | $127.6 萬 | 0.2% | +34,581+79.5% | 加碼 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 50,000 | $123.3 萬 | 0.2% | +50,000 | 新進 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 453,236 | $119.2 萬 | 0.2% | +453,236 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,588 | $116.8 萬 | 0.2% | +14,588 | 新進 | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 37,592 | $114.3 萬 | 0.2% | +19,739+110.6% | 加碼 | 歷史 |
| BDSXBiodesix Inc | COM | 70,004 | $101.5 萬 | 0.2% | +70,004 | 新進 | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 23,295 | $58.0 萬 | 0.1% | +23,295 | 新進 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM NEW | 6,360 | $41.6 萬 | 0.1% | +6,360 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $5.82 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（12 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 |
|---|---|---|---|
| SRRKScholar Rock Holding Corp | COM | – | $58.8 萬 |
| RVMDRevolution Medicines, Inc. | COM | $52.5 萬 | – |
| TYRATyra Biosciences, Inc. | COM | – | $29.0 萬 |
| IMVTImmunovant, Inc. | COM | – | $25.5 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | – | $16.4 萬 |
| SNDXSyndax Pharmaceuticals Inc | COM | – | $9.00 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $8.55 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $7.42 萬 |
| BSXBoston Scientific Corp | Stock | – | $1.25 萬 |
| TERNTerns Pharmaceuticals, Inc. | COM | – | $7,500 |
| OLMAOlema Pharmaceuticals, Inc. | COM | – | $3,750 |
| EWEdwards Lifesciences Corp | Stock | – | $1,000 |
2025 年第 4 季之後清倉（37 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CNTACentessa Pharmaceuticals plc | SPONSORED ADS | 1,154,114 | $2,886 萬 | 5.0% | 歷史 |
| ACLXArcellx, Inc. | COMMON STOCK | 332,860 | $2,170 萬 | 3.7% | 歷史 |
| TERNTerns Pharmaceuticals, Inc. | COM | 429,198 | $1,734 萬 | 3.0% | 歷史 |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 17,736 | $1,033 萬 | 1.8% | 歷史 |
| ADPTAdaptive Biotechnologies Corp | COM | 606,825 | $985.5 萬 | 1.7% | 歷史 |
| PALIPalisade Bio, Inc. | COM | 4,192,375 | $985.2 萬 | 1.7% | 歷史 |
| DRUGBright Minds Biosciences Inc. | COM NEW | 97,340 | $759.6 萬 | 1.3% | 歷史 |
| NKTRNektar Therapeutics | COM NEW | 178,274 | $753.7 萬 | 1.3% | 歷史 |
| CLPTClearPoint Neuro, Inc. | COM | 481,858 | $659.2 萬 | 1.1% | 歷史 |
| IMTXImmatics N.V. | SHS | 610,308 | $640.8 萬 | 1.1% | 歷史 |
| OCULOcular Therapeutix, Inc | COM | 522,693 | $634.5 萬 | 1.1% | 歷史 |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 58,915 | $630.6 萬 | 1.1% | 歷史 |
| APGEApogee Therapeutics, Inc. | COM | 80,574 | $608.2 萬 | 1.0% | 歷史 |
| INCYIncyte Corp | COM | 61,435 | $606.8 萬 | 1.0% | 歷史 |
| IDYAIDEAYA Biosciences, Inc. | COM | 161,659 | $558.9 萬 | 1.0% | 歷史 |
| MAZEMaze Therapeutics, Inc. | COM | 125,877 | $521.5 萬 | 0.9% | 歷史 |
| LLYEli Lilly & Co | Stock | 4,759 | $511.4 萬 | 0.9% | 歷史 |
| TRVITrevi Therapeutics, Inc. | COM | 399,557 | $500.2 萬 | 0.9% | 歷史 |
| VRDNViridian Therapeutics, Inc. | COM | 154,320 | $480.2 萬 | 0.8% | 歷史 |
| ABUSArbutus Biopharma Corp | COM | 986,751 | $474.6 萬 | 0.8% | 歷史 |
| MLTXMoonLake Immunotherapeutics | CLASS A ORD | 348,401 | $459.2 萬 | 0.8% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 1,036,311 | $441.5 萬 | 0.8% | 歷史 |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 14,842 | $316.5 萬 | 0.5% | 歷史 |
| RGENRepligen Corp | COM | 15,707 | $257.4 萬 | 0.4% | 歷史 |
| QNCXQuince Therapeutics, Inc. | COM | 739,264 | $247.7 萬 | 0.4% | 歷史 |
| MGTXMeiraGTx Holdings plc | COM | 287,689 | $228.7 萬 | 0.4% | 歷史 |
| IVAInventiva S.A. | ADS | 467,242 | $217.3 萬 | 0.4% | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,325 | $213.1 萬 | 0.4% | 歷史 |
| ADCTADC Therapeutics SA | SHS | 502,570 | $177.4 萬 | 0.3% | 歷史 |
| LEGNLegend Biotech Corp | SPONSORED ADS | 73,328 | $159.4 萬 | 0.3% | 歷史 |
| BLTEBelite Bio, Inc | SPONSORED ADS | 9,163 | $146.6 萬 | 0.3% | 歷史 |
| XLOXilio Therapeutics, Inc. | COM | 2,030,028 | $130.0 萬 | 0.2% | 歷史 |
| BBOTBridgeBio Oncology Therapeutics, Inc. | COM NEW | 86,517 | $108.3 萬 | 0.2% | 歷史 |
| TSHATaysha Gene Therapies, Inc. | COM SHS | 182,130 | $100.2 萬 | 0.2% | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 61,577 | $96.6 萬 | 0.2% | 歷史 |
| VNDAVanda Pharmaceuticals Inc. | COM | 58,989 | $52.0 萬 | 0.1% | 歷史 |
| KTTAPasithea Therapeutics Corp. | COM NEW | 355,082 | $45.8 萬 | 0.1% | 歷史 |