STEMPOINT CAPITAL LP

CIK

1952142

Location

NEW YORK, NY

Portfolio Value

Small $581,812,714

Diversification

Diversified

Filing Date

Global Rank

#2,623 / 8,700 ▲ 833

Top Industry

Biotechnology 90.3%

Period ended 2 months ago

Filed Aug 14, 2026 · 29d

11 quarters · since Dec 2023

Portfolio Concentration

75 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.6%

−3.4 pts

Top 5

26.7%

−4.7 pts

Top 10

41.4%

−4.7 pts

HHI

273

Diversified−62

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	99.7%	$579,986,135	74
Financial Services	0.3%	$1,826,579	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
ERAS	Erasca, Inc.	+1,526,052	1,765,913	$28,777,526
TNGX	Tango Therapeutics, Inc.	+1,122,100	1,323,019	$38,406,573
RLMD	Relmada Therapeutics, Inc.	+862,684	1,460,093	$10,103,843
ZURA	Zura Bio Ltd	+614,695	1,368,215	$8,072,468
SRZN	Surrozen, Inc./DE	+406,817	602,798	$15,642,608
TYRA	Tyra Biosciences, Inc.	+339,577	632,754	$20,210,162
ALKS	Alkermes plc.	+167,523	248,015	$12,995,986
SLDB	Solid Biosciences Inc.	+163,377	358,780	$3,584,212
BIOA	BioAge Labs, Inc.	+125,517	464,171	$11,376,831
DNTH	Dianthus Therapeutics, Inc. /DE/	+115,349	200,851	$19,578,955
WHWK	Whitehawk Therapeutics, Inc.	+81,668	1,021,037	$4,676,349
CCCC	C4 Therapeutics, Inc.	+70,412	523,648	$2,445,436
MLYS	Mineralys Therapeutics, Inc.	+69,308	602,686	$16,260,468
ROIV	Roivant Sciences Ltd.	+62,608	448,408	$12,370,159
CELC	Celcuity Inc.	+38,141	98,203	$10,273,997
SPRB	Spruce Biosciences, Inc.	+35,028	41,388	$2,234,952
SION	Sionna Therapeutics, Inc.	+22,886	59,426	$2,614,149
QURE	uniQure N.V.	+10,049	88,115	$4,058,576
MPLT	MapLight Therapeutics, Inc.	+6,906	106,906	$3,831,511
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SRRK	Scholar Rock Holding Corp	−896,350	239,146	$13,153,030
IMVT	Immunovant, Inc.	−569,967	276,527	$10,654,585
EYPT	EyePoint, Inc.	−472,293	338,471	$4,840,135
ARQT	Arcutis Biotherapeutics, Inc.	−314,847	98,945	$2,594,337
AMLX	Amylyx Pharmaceuticals, Inc.	−285,381	384,304	$6,902,099
RVMD	Revolution Medicines, Inc.	−191,689	189,943	$30,081,625
DFTX	Definium Therapeutics, Inc.	−188,359	137,124	$6,450,312
GPCR	Structure Therapeutics Inc.	−162,089	38,178	$2,049,013
HLXC	Helix Acquisition Corp. III	−133,357	171,671	$1,826,579
NAMS	NewAmsterdam Pharma Co N.V.	−103,069	77,589	$2,629,491
ACAD	Acadia Pharmaceuticals Inc	−99,399	143,167	$3,622,125
ALMS	Alumis Inc.	−93,830	135,736	$3,819,611
TENX	Tenax Therapeutics, Inc.	−92,427	96,273	$1,400,772
CLDX	Celldex Therapeutics, Inc.	−75,855	178,412	$6,638,710
XENE	Xenon Pharmaceuticals Inc.	−64,680	76,075	$4,591,887
SYRE	Spyre Therapeutics, Inc.	−60,680	106,926	$9,492,890
PTGX	Protagonist Therapeutics, Inc	−56,274	16,303	$1,998,421
CYTK	Cytokinetics Inc	−53,974	75,603	$6,440,619
CGON	CG Oncology, Inc.	−46,273	159,349	$11,321,746
SABS	SAB Biotherapeutics, Inc.	−32,369	342,631	$1,336,260
BHVN	Biohaven Ltd.	−30,291	1,564,200	$16,360,296
ABVX	Abivax S.A.	−30,134	283,657	$37,800,131
PRAX	Praxis Precision Medicines, Inc.	−19,024	37,243	$12,468,583
LBRX	Lb Pharmaceuticals Inc	−18,215	31,785	$1,031,582
ELVN	Enliven Therapeutics, Inc.	−16,524	346,914	$17,605,885
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
KNSA	Kiniksa Pharmaceuticals International, plc	209,234	$13,380,514
TRAX	First Tracks Biotherapeutics, Inc.	622,723	$12,529,186
ORKA	Oruka Therapeutics, Inc.	116,461	$11,083,593
CLYM	Climb Bio, Inc.	742,745	$9,685,394
IFRX	InflaRx N.V.	3,228,255	$7,231,291
OVID	Ovid Therapeutics Inc.	2,417,283	$6,502,491
EQ	Equillium, Inc.	2,016,607	$6,453,142
DMRA	Damora Therapeutics, Inc.	216,194	$5,623,205
IVA	Inventiva S.A.	1,426,320	$5,391,489
IPSC	Century Therapeutics, Inc.	2,146,182	$5,258,145
AURA	Aura Biosciences, Inc.	714,280	$5,071,388
PSNL	Personalis, Inc.	717,783	$4,131,042
CMPS	COMPASS Pathways plc	284,769	$4,029,481
AVLN	Avalyn Pharma Inc.	118,000	$3,884,560
AXSM	Axsome Therapeutics, Inc.	15,375	$3,763,338
GLUE	Monte Rosa Therapeutics, Inc.	153,544	$3,715,764
CBIO	Crescent Biopharma, Inc.	182,382	$3,282,876
ARWR	Arrowhead Pharmaceuticals, Inc.	39,198	$3,195,028
KOD	Kodiak Sciences Inc.	75,872	$2,955,973
MNPR	Monopar Therapeutics	30,125	$2,789,273
RAPP	Rapport Therapeutics, Inc.	66,582	$2,774,471
CUE	Cue Biopharma, Inc.	66,995	$2,114,362
CALC	CalciMedica, Inc.	1,244,864	$1,282,209
CLRB	Cellectar Biosciences, Inc.	354,938	$986,727
PRQR	ProQR Therapeutics N.V.	431,054	$801,760
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
SNDX	Syndax Pharmaceuticals Inc	1,365,743	$28,489,756
MBX	MBX Biosciences, Inc.	499,469	$14,909,149
DYN	Dyne Therapeutics, Inc.	506,075	$9,175,139
EWTX	Edgewise Therapeutics, Inc.	290,864	$9,162,216
DNLI	Denali Therapeutics Inc.	426,561	$8,189,971
NRIX	Nurix Therapeutics, Inc.	315,226	$4,886,003
EVMN	Evommune, Inc.	193,777	$4,454,933
FTH	Faeth Therapeutics, Inc.	132,873	$4,188,156
JNJ	Johnson & Johnson	15,415	$3,768,042
XFOR	X4 Pharmaceuticals, Inc	850,742	$3,513,564
PCVX	Vaxcyte, Inc.	59,061	$3,432,034
IVVD	Invivyd, Inc.	1,874,546	$2,436,909
JBIO	Jade Biosciences, Inc.	154,034	$2,164,177
TWST	Twist Bioscience Corp	43,110	$2,048,587
AVTX	Avalo Therapeutics, Inc.	134,742	$2,011,698
IONS	Ionis Pharmaceuticals Inc	26,385	$1,981,249
IMCR	Immunocore Holdings plc	63,543	$1,915,821
—		58,020	$1,502,718
LPCN	Lipocine Inc.	160,420	$1,281,755
EW	Edwards Lifesciences Corp	24,588	$1,169,207
CAPR	Capricor Therapeutics, Inc.	37,592	$1,142,796
STRO	Sutro Biopharma, Inc.	23,295	$580,278
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	150,000	$164,250
SPY	Spdr S&P 500 ETF Trust	50,000	$85,500
QQQ	Invesco Qqq Trust, Series 1	40,000	$74,200
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 tracked positions · $581,812,714 total · filing declares 85 positions · $580,521,914 · as of Jun 30, 2026

All sectors Financial Services Healthcare

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TNGX	Tango Therapeutics, Inc. CALL + SHARES Healthcare	Added	1,323,019	+1,122,100	$38,406,573	+813.7%	6.60%
ABVX	Abivax S.A. Healthcare	Reduced	283,657	-30,134	$37,800,131	+8.2%	6.50%
RVMD	Revolution Medicines, Inc. PUT + SHARES Healthcare	Reduced	189,943	-191,689	$30,081,625	+7.8%	5.17%
ERAS	Erasca, Inc. PUT + SHARES Healthcare	Added	1,765,913	+1,526,052	$28,777,526	+641.5%	4.95%
TYRA	Tyra Biosciences, Inc. Healthcare	Added	632,754	+339,577	$20,210,162	+162.9%	3.47%
DNTH	Dianthus Therapeutics, Inc. /DE/ Healthcare	Added	200,851	+115,349	$19,578,955	+172.9%	3.37%
ELVN	Enliven Therapeutics, Inc. Healthcare	Reduced	346,914	-16,524	$17,605,885	+23.6%	3.03%
BHVN	Biohaven Ltd. CALL + SHARES Healthcare	Reduced	1,564,200	-30,291	$16,360,296	+21.3%	2.81%
MLYS	Mineralys Therapeutics, Inc. Healthcare	Added	602,686	+69,308	$16,260,468	+12.5%	2.79%
SRZN	Surrozen, Inc./DE Healthcare	Added	602,798	+406,817	$15,642,608	+174.0%	2.69%
KNSA	Kiniksa Pharmaceuticals International, plc Healthcare	NEW	209,234	NEW	$13,380,514	NEW	2.30%
SRRK	Scholar Rock Holding Corp Healthcare	Reduced	239,146	-896,350	$13,153,030	−74.5%	2.26%
ALKS	Alkermes plc. Healthcare	Added	248,015	+167,523	$12,995,986	+356.6%	2.23%
TRAX	First Tracks Biotherapeutics, Inc. Healthcare	NEW	622,723	NEW	$12,529,186	NEW	2.15%
PRAX	Praxis Precision Medicines, Inc. Healthcare	Reduced	37,243	-19,024	$12,468,583	−31.2%	2.14%
ROIV	Roivant Sciences Ltd. PUT + SHARES Healthcare	Added	448,408	+62,608	$12,370,159	+15.8%	2.13%
BIOA	BioAge Labs, Inc. Healthcare	Added	464,171	+125,517	$11,376,831	+92.1%	1.96%
CGON	CG Oncology, Inc. Healthcare	Reduced	159,349	-46,273	$11,321,746	−18.6%	1.95%
ORKA	Oruka Therapeutics, Inc. Healthcare	NEW	116,461	NEW	$11,083,593	NEW	1.91%
IMVT	Immunovant, Inc. Healthcare	Reduced	276,527	-569,967	$10,654,585	−43.3%	1.83%
CELC	Celcuity Inc. Healthcare	Added	98,203	+38,141	$10,273,997	+49.9%	1.77%
RLMD	Relmada Therapeutics, Inc. Healthcare	Added	1,460,093	+862,684	$10,103,843	+143.0%	1.74%
CLYM	Climb Bio, Inc. Healthcare	NEW	742,745	NEW	$9,685,394	NEW	1.66%
SYRE	Spyre Therapeutics, Inc. Healthcare	Reduced	106,926	-60,680	$9,492,890	+12.3%	1.63%
ZURA	Zura Bio Ltd Healthcare	Added	1,368,215	+614,695	$8,072,468	+80.1%	1.39%
IFRX	InflaRx N.V. Healthcare	NEW	3,228,255	NEW	$7,231,291	NEW	1.24%
AMLX	Amylyx Pharmaceuticals, Inc. Healthcare	Reduced	384,304	-285,381	$6,902,099	−25.9%	1.19%
CLDX	Celldex Therapeutics, Inc. Healthcare	Reduced	178,412	-75,855	$6,638,710	−17.7%	1.14%
OVID	Ovid Therapeutics Inc. Healthcare	NEW	2,417,283	NEW	$6,502,491	NEW	1.12%
EQ	Equillium, Inc. Healthcare	NEW	2,016,607	NEW	$6,453,142	NEW	1.11%
DFTX	Definium Therapeutics, Inc. Healthcare	Reduced	137,124	-188,359	$6,450,312	+4.9%	1.11%
CYTK	Cytokinetics Inc Healthcare	Reduced	75,603	-53,974	$6,440,619	−24.6%	1.11%
DMRA	Damora Therapeutics, Inc. Healthcare	NEW	216,194	NEW	$5,623,205	NEW	0.97%
IVA	Inventiva S.A. Healthcare	NEW	1,426,320	NEW	$5,391,489	NEW	0.93%
IPSC	Century Therapeutics, Inc. Healthcare	NEW	2,146,182	NEW	$5,258,145	NEW	0.90%
AURA	Aura Biosciences, Inc. Healthcare	NEW	714,280	NEW	$5,071,388	NEW	0.87%
EYPT	EyePoint, Inc. Healthcare	Reduced	338,471	-472,293	$4,840,135	−53.7%	0.83%
ASMB	Assembly Biosciences, Inc. Healthcare	Reduced	170,378	-15,057	$4,681,987	−9.0%	0.80%
WHWK	Whitehawk Therapeutics, Inc. Healthcare	Added	1,021,037	+81,668	$4,676,349	+44.3%	0.80%
XENE	Xenon Pharmaceuticals Inc. Healthcare	Reduced	76,075	-64,680	$4,591,887	−43.9%	0.79%
PSNL	Personalis, Inc. CALL + SHARES Healthcare	NEW	717,783	NEW	$4,131,042	NEW	0.71%
QURE	uniQure N.V. Healthcare	Added	88,115	+10,049	$4,058,576	+218.0%	0.70%
CMPS	COMPASS Pathways plc Healthcare	NEW	284,769	NEW	$4,029,481	NEW	0.69%
AVLN	Avalyn Pharma Inc. Healthcare	NEW	118,000	NEW	$3,884,560	NEW	0.67%
MPLT	MapLight Therapeutics, Inc. Healthcare	Added	106,906	+6,906	$3,831,511	+88.5%	0.66%
ALMS	Alumis Inc. Healthcare	Reduced	135,736	-93,830	$3,819,611	−24.5%	0.66%
AXSM	Axsome Therapeutics, Inc. Healthcare	NEW	15,375	NEW	$3,763,338	NEW	0.65%
GLUE	Monte Rosa Therapeutics, Inc. Healthcare	NEW	153,544	NEW	$3,715,764	NEW	0.64%
ACAD	Acadia Pharmaceuticals Inc Healthcare	Reduced	143,167	-99,399	$3,622,125	−32.9%	0.62%
SLDB	Solid Biosciences Inc. Healthcare	Added	358,780	+163,377	$3,584,212	+154.8%	0.62%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.