StemPoint Capital LP
- SEC CIK
- 0001952142
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 73
- 較 2026 年第 1 季 +3
- 總值
- $5.78 億
- 較 2026 年第 1 季 +$5,765 萬 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TNGXTango Therapeutics, Inc. | COM | 1,223,019 | $3,823 萬 | 6.6% | +1,022,100+508.7% | 加碼 | 歷史 |
| ABVXAbivax S.A. | SPONSORED ADS | 283,657 | $3,780 萬 | 6.5% | −30,134−9.6% | 減碼 | 歷史 |
| RVMDRevolution Medicines, Inc. | COM | 159,943 | $2,995 萬 | 5.2% | −121,689−43.2% | 減碼 | 歷史 |
| ERASErasca, Inc. | COM | 1,565,913 | $2,869 萬 | 5.0% | +1,326,052+552.8% | 加碼 | 歷史 |
| TYRATyra Biosciences, Inc. | COM | 632,754 | $2,021 萬 | 3.5% | +439,577+227.6% | 加碼 | 歷史 |
| DNTHDianthus Therapeutics, Inc. | COM | 200,851 | $1,958 萬 | 3.4% | +115,349+134.9% | 加碼 | 歷史 |
| ELVNEnliven Therapeutics, Inc. | COM | 346,914 | $1,761 萬 | 3.0% | −16,524−4.5% | 減碼 | 歷史 |
| MLYSMineralys Therapeutics, Inc. | COM | 602,686 | $1,626 萬 | 2.8% | +69,308+13.0% | 加碼 | 歷史 |
| BHVNBiohaven Ltd. | COM | 1,064,200 | $1,584 萬 | 2.7% | −530,291−33.3% | 減碼 | 歷史 |
| SRZNSurrozen, Inc. | COM NEW | 602,798 | $1,379 萬 | 2.4% | +77,159+14.7% | 加碼 | 歷史 |
| KNSAKiniksa Pharmaceuticals International, plc | ORD SHS CL A | 209,234 | $1,338 萬 | 2.3% | +209,234 | 新進 | 歷史 |
| SRRKScholar Rock Holding Corp | COM | 239,146 | $1,315 萬 | 2.3% | −796,350−76.9% | 減碼 | 歷史 |
| ALKSAlkermes plc. | SHS | 248,015 | $1,299 萬 | 2.2% | +167,523+208.1% | 加碼 | 歷史 |
| TRAXFirst Tracks Biotherapeutics, Inc. | ORD SHS | 622,723 | $1,253 萬 | 2.2% | +622,723 | 新進 | 歷史 |
| PRAXPraxis Precision Medicines, Inc. | COM NEW | 37,243 | $1,247 萬 | 2.2% | −19,024−33.8% | 減碼 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 348,408 | $1,233 萬 | 2.1% | −37,392−9.7% | 減碼 | 歷史 |
| BIOABioAge Labs, Inc. | COM | 464,171 | $1,138 萬 | 2.0% | +125,517+37.1% | 加碼 | 歷史 |
| CGONCG Oncology, Inc. | COM | 159,349 | $1,132 萬 | 2.0% | −46,273−22.5% | 減碼 | 歷史 |
| ORKAOruka Therapeutics, Inc. | COM | 116,461 | $1,108 萬 | 1.9% | +116,461 | 新進 | 歷史 |
| IMVTImmunovant, Inc. | COM | 276,527 | $1,065 萬 | 1.8% | −469,967−63.0% | 減碼 | 歷史 |
| CELCCelcuity Inc. | COM | 98,203 | $1,027 萬 | 1.8% | +38,141+63.5% | 加碼 | 歷史 |
| RLMDRelmada Therapeutics, Inc. | COM | 1,460,093 | $1,010 萬 | 1.7% | +862,684+144.4% | 加碼 | 歷史 |
| CLYMClimb Bio, Inc. | COM | 742,745 | $968.5 萬 | 1.7% | +742,745 | 新進 | 歷史 |
| SYRESpyre Therapeutics, Inc. | COM NEW | 106,926 | $949.3 萬 | 1.6% | −60,680−36.2% | 減碼 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 1,368,215 | $807.2 萬 | 1.4% | +614,695+81.6% | 加碼 | 歷史 |
| IFRXInflaRx N.V. | COM | 3,228,255 | $723.1 萬 | 1.3% | +3,228,255 | 新進 | 歷史 |
| AMLXAmylyx Pharmaceuticals, Inc. | COM | 384,304 | $690.2 萬 | 1.2% | −285,381−42.6% | 減碼 | 歷史 |
| CLDXCelldex Therapeutics, Inc. | COM NEW | 178,412 | $663.9 萬 | 1.1% | −75,855−29.8% | 減碼 | 歷史 |
| OVIDOvid Therapeutics Inc. | COM | 2,417,283 | $650.2 萬 | 1.1% | +2,417,283 | 新進 | 歷史 |
| EQEquillium, Inc. | COM | 2,016,607 | $645.3 萬 | 1.1% | +2,016,607 | 新進 | 歷史 |
| DFTXDefinium Therapeutics, Inc. | COM SHS | 137,124 | $645.0 萬 | 1.1% | −188,359−57.9% | 減碼 | 歷史 |
| CYTKCytokinetics Inc | COM NEW | 75,603 | $644.1 萬 | 1.1% | −53,974−41.7% | 減碼 | 歷史 |
| DMRADamora Therapeutics, Inc. | COM NEW | 216,194 | $562.3 萬 | 1.0% | +216,194 | 新進 | 歷史 |
| IVAInventiva S.A. | ADS | 1,426,320 | $539.1 萬 | 0.9% | +1,426,320 | 新進 | 歷史 |
| IPSCCentury Therapeutics, Inc. | COM | 2,146,182 | $525.8 萬 | 0.9% | +2,146,182 | 新進 | 歷史 |
| AURAAura Biosciences, Inc. | COM | 714,280 | $507.1 萬 | 0.9% | +714,280 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 338,471 | $484.0 萬 | 0.8% | −472,293−58.3% | 減碼 | 歷史 |
| ASMBAssembly Biosciences, Inc. | COM NEW | 170,378 | $468.2 萬 | 0.8% | −15,057−8.1% | 減碼 | 歷史 |
| WHWKWhitehawk Therapeutics, Inc. | COM | 1,021,037 | $467.6 萬 | 0.8% | +81,668+8.7% | 加碼 | 歷史 |
| XENEXenon Pharmaceuticals Inc. | COM | 76,075 | $459.2 萬 | 0.8% | −64,680−46.0% | 減碼 | 歷史 |
| QUREuniQure N.V. | SHS | 88,115 | $405.9 萬 | 0.7% | +10,049+12.9% | 加碼 | 歷史 |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 284,769 | $402.9 萬 | 0.7% | +284,769 | 新進 | 歷史 |
| AVLNAvalyn Pharma Inc. | COM SHS | 118,000 | $388.5 萬 | 0.7% | +118,000 | 新進 | 歷史 |
| MPLTMapLight Therapeutics, Inc. | COM | 106,906 | $383.2 萬 | 0.7% | +6,906+6.9% | 加碼 | 歷史 |
| ALMSAlumis Inc. | COM | 135,736 | $382.0 萬 | 0.7% | −93,830−40.9% | 減碼 | 歷史 |
| AXSMAxsome Therapeutics, Inc. | COM | 15,375 | $376.3 萬 | 0.7% | +15,375 | 新進 | 歷史 |
| GLUEMonte Rosa Therapeutics, Inc. | COM | 153,544 | $371.6 萬 | 0.6% | +153,544 | 新進 | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 143,167 | $362.2 萬 | 0.6% | −99,399−41.0% | 減碼 | 歷史 |
| SLDBSolid Biosciences Inc. | COM NEW | 358,780 | $358.4 萬 | 0.6% | +163,377+83.6% | 加碼 | 歷史 |
| PSNLPersonalis, Inc. | COM | 247,783 | $332.0 萬 | 0.6% | +247,783 | 新進 | 歷史 |
| CBIOCrescent Biopharma, Inc. | COM | 182,382 | $328.3 萬 | 0.6% | +182,382 | 新進 | 歷史 |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 39,198 | $319.5 萬 | 0.6% | +39,198 | 新進 | 歷史 |
| KODKodiak Sciences Inc. | COM | 75,872 | $295.6 萬 | 0.5% | +75,872 | 新進 | 歷史 |
| PHVSPharvaris N.V. | COM | 80,907 | $279.8 萬 | 0.5% | −5,730−6.6% | 減碼 | 歷史 |
| MNPRMonopar Therapeutics | COM NEW | 30,125 | $278.9 萬 | 0.5% | +30,125 | 新進 | 歷史 |
| RAPPRapport Therapeutics, Inc. | COM | 66,582 | $277.4 萬 | 0.5% | +66,582 | 新進 | 歷史 |
| NAMSNewAmsterdam Pharma Co N.V. | ORDINARY SHARES | 77,589 | $262.9 萬 | 0.5% | −103,069−57.1% | 減碼 | 歷史 |
| SIONSionna Therapeutics, Inc. | COM | 59,426 | $261.4 萬 | 0.5% | +22,886+62.6% | 加碼 | 歷史 |
| ARQTArcutis Biotherapeutics, Inc. | COM | 98,945 | $259.4 萬 | 0.4% | −314,847−76.1% | 減碼 | 歷史 |
| CCCCC4 Therapeutics, Inc. | COM STK | 523,648 | $244.5 萬 | 0.4% | +70,412+15.5% | 加碼 | 歷史 |
| SPRBSpruce Biosciences, Inc. | COM NEW | 41,388 | $223.5 萬 | 0.4% | +35,028+550.8% | 加碼 | 歷史 |
| CUECue Biopharma, Inc. | COM | 66,995 | $211.4 萬 | 0.4% | +66,995 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 38,178 | $204.9 萬 | 0.4% | −162,089−80.9% | 減碼 | 歷史 |
| PTGXProtagonist Therapeutics, Inc | COM | 16,303 | $199.8 萬 | 0.3% | −56,274−77.5% | 減碼 | 歷史 |
| HLXCHelix Acquisition Corp. III | USD CL A ORD SHS | 171,671 | $182.7 萬 | 0.3% | −133,357−43.7% | 減碼 | 歷史 |
| BDSXBiodesix Inc | COM | 70,000 | $157.8 萬 | 0.3% | −40.0% | 減碼 | 歷史 |
| TENXTenax Therapeutics, Inc. | COM NEW | 96,273 | $140.1 萬 | 0.2% | −92,427−49.0% | 減碼 | 歷史 |
| SABSSAB Biotherapeutics, Inc. | COM NEW | 342,631 | $133.6 萬 | 0.2% | −32,369−8.6% | 減碼 | 歷史 |
| CALCCalciMedica, Inc. | COM NEW | 1,244,864 | $119.6 萬 | 0.2% | +1,244,864 | 新進 | 歷史 |
| LBRXLB Pharmaceuticals Inc | COM SHS | 31,785 | $103.2 萬 | 0.2% | −18,215−36.4% | 減碼 | 歷史 |
| CLRBCellectar Biosciences, Inc. | COM NEW | 354,938 | $98.7 萬 | 0.2% | +354,938 | 新進 | 歷史 |
| PRQRProQR Therapeutics N.V. | SHS EURO | 431,054 | $80.2 萬 | 0.1% | +431,054 | 新進 | 歷史 |
| VTGNVistagen Therapeutics, Inc. | COM | 616,749 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
選擇權（10 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 |
|---|---|---|---|
| PSNLPersonalis, Inc. | COM | – | $81.1 萬 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | $40.0 萬 | $17.8 萬 |
| BHVNBiohaven Ltd. | COM | – | $52.5 萬 |
| AZNAstraZeneca PLC | ADR | – | $18.0 萬 |
| TNGXTango Therapeutics, Inc. | COM | – | $17.5 萬 |
| RVMDRevolution Medicines, Inc. | COM | $12.8 萬 | – |
| ERASErasca, Inc. | COM | $9.00 萬 | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | $7.50 萬 | – |
| ROIVRoivant Sciences Ltd. | SHS | $4.00 萬 | – |
| AMGNAmgen Inc | Stock | $1.50 萬 | – |
2026 年第 1 季之後清倉（22 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SNDXSyndax Pharmaceuticals Inc | COM | 1,215,743 | $2,840 萬 | 5.5% | 歷史 |
| MBXMBX Biosciences, Inc. | COM | 499,469 | $1,491 萬 | 2.9% | 歷史 |
| DYNDyne Therapeutics, Inc. | COM | 506,075 | $917.5 萬 | 1.8% | 歷史 |
| EWTXEdgewise Therapeutics, Inc. | COM | 290,864 | $916.2 萬 | 1.8% | 歷史 |
| DNLIDenali Therapeutics Inc. | COM | 426,561 | $819.0 萬 | 1.6% | 歷史 |
| NRIXNurix Therapeutics, Inc. | COM | 315,226 | $488.6 萬 | 0.9% | 歷史 |
| EVMNEvommune, Inc. | COM SHS | 193,777 | $438.5 萬 | 0.8% | 歷史 |
| FTHFaeth Therapeutics, Inc. | COM NEW | 132,873 | $418.8 萬 | 0.8% | 歷史 |
| JNJJohnson & Johnson | Stock | 15,415 | $376.8 萬 | 0.7% | 歷史 |
| XFORX4 Pharmaceuticals, Inc | COM NEW | 850,742 | $351.4 萬 | 0.7% | 歷史 |
| PCVXVaxcyte, Inc. | COM | 59,061 | $343.2 萬 | 0.7% | 歷史 |
| IVVDInvivyd, Inc. | COM | 1,874,546 | $243.7 萬 | 0.5% | 歷史 |
| JBIOJade Biosciences, Inc. | COM NEW | 154,034 | $216.4 萬 | 0.4% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 43,110 | $204.9 萬 | 0.4% | 歷史 |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 134,742 | $201.2 萬 | 0.4% | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 26,385 | $198.1 萬 | 0.4% | 歷史 |
| IMCRImmunocore Holdings plc | ADS | 63,543 | $191.6 萬 | 0.4% | 歷史 |
| FBRXForte Biosciences, Inc. | COM NEW | 58,020 | $150.3 萬 | 0.3% | 歷史 |
| LPCNLipocine Inc. | COM NEW | 160,420 | $128.2 萬 | 0.2% | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 14,588 | $116.8 萬 | 0.2% | 歷史 |
| CAPRCapricor Therapeutics, Inc. | COM NEW | 37,592 | $114.3 萬 | 0.2% | 歷史 |
| STROSutro Biopharma, Inc. | COM SHS | 23,295 | $58.0 萬 | 0.1% | 歷史 |