Position in BHVN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,835,296
+$2,345,903 QoQ
Shares Held
1,064,200
-33.3% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
2.73%
of 13F equity value
Holder Rank
#31
of 294 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BHVN Over Time
Shares Held
Position Value (USD)
Derivatives in BHVN
reported options exposure · as of Jun 30, 2026CallValue
$525,000
CallShares
500,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026STEMPOINT CAPITAL LP holds $524,439,182 across 65 Biotechnology names. BHVN ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TNGX |
Tango Therapeutics, Inc.
|
1,223,019 | $38,231,573 | |
| 2 | ABVX |
Abivax S.A.
|
283,657 | $37,800,131 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
159,943 | $29,954,125 | |
| 4 | ERAS |
Erasca, Inc.
|
1,565,913 | $28,687,526 | |
| 5 | TYRA |
Tyra Biosciences, Inc.
|
632,754 | $20,210,162 | |
| 6 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
200,851 | $19,578,955 | |
| 7 | ELVN |
Enliven Therapeutics, Inc.
|
346,914 | $17,605,885 | |
| 8 | MLYS |
Mineralys Therapeutics, Inc.
|
602,686 | $16,260,468 |
All Filings in BHVN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $525,000 | 500,000 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $15,835,296 | 1,064,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,489,393 | 1,594,491 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $15,269,838 | 1,017,311 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,188,000 | 480,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $2,465,778 | 174,754 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,023,558 | 250,564 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,962,525 | 186,413 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,815,506 | 216,440 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,096,281 | 233,255 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $121,500 | 30,000 | Put | Sole | 2024-08-09 | |
| 2024-03-31 | $4,564,482 | 83,461 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $4,765,951 | 111,354 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||