Q1 2026 · 13F-HR/A
STEMPOINT CAPITAL LPholdings as filed
Filed 2026-05-18 · accession 0001420506-26-001177
$522.3M
Reported value
82
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $50.9M | 9.75% | 1,035,496 | Common | SOLE |
| 00370M103 | ABVX | ABIVAX SA | $34.9M | 6.69% | 313,791 | Common | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $28.4M | 5.44% | 1,215,743 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $27.4M | 5.24% | 281,632 | Common | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $18.5M | 3.55% | 746,494 | Common | SOLE |
| 74006W207 | PRAX | PRAXIS PRECISION MEDICINES I | $18.1M | 3.47% | 56,267 | Common | SOLE |
| 55287L101 | MBX | MBX BIOSCIENCES INC | $14.9M | 2.85% | 499,469 | Common | SOLE |
| 603170101 | MLYS | MINERALYS THERAPEUTICS INC | $14.4M | 2.77% | 533,378 | Common | SOLE |
| 29337E102 | ELVN | ENLIVEN THERAPEUTICS INC | $14.2M | 2.73% | 363,438 | Common | SOLE |
| 156944100 | CGON | CG ONCOLOGY INC | $13.9M | 2.66% | 205,622 | Common | SOLE |
| G1110E107 | BHVN | BIOHAVEN LTD | $13.5M | 2.58% | 1,594,491 | Common | SOLE |
| 86889P208 | SRZN | SURROZEN INC | $13.5M | 2.58% | 525,639 | Common | SOLE |
| G76279101 | ROIV | ROIVANT SCIENCES LTD | $10.7M | 2.05% | 385,800 | Common | SOLE |
| 30233G209 | EYPT | EYEPOINT INC | $10.5M | 2.00% | 810,764 | Common | SOLE |
| 03969K108 | ARQT | ARCUTIS BIOTHERAPEUTICS INC | $9.7M | 1.87% | 413,792 | Common | SOLE |
| 86366E106 | GPCR | STRUCTURE THERAPEUTICS INC | $9.7M | 1.85% | 200,267 | Common | SOLE |
| 03237H101 | AMLX | AMYLYX PHARMACEUTICALS INC | $9.3M | 1.78% | 669,685 | Common | SOLE |
| 26818M108 | DYN | DYNE THERAPEUTICS INC | $9.2M | 1.76% | 506,075 | Common | SOLE |
| 28036F105 | EWTX | EDGEWISE THERAPEUTICS INC | $9.2M | 1.75% | 290,864 | Common | SOLE |
| 23282W605 | CYTK | CYTOKINETICS INC | $8.5M | 1.64% | 129,577 | Common | SOLE |
| 00773J202 | SYRE | SPYRE THERAPEUTICS INC | $8.5M | 1.62% | 167,606 | Common | SOLE |
| 24823R105 | DNLI | DENALI THERAPEUTICS INC | $8.2M | 1.57% | 426,561 | Common | SOLE |
| 98420N105 | XENE | XENON PHARMACEUTICALS INC | $8.2M | 1.57% | 140,755 | Common | SOLE |
| 15117B202 | CLDX | CELLDEX THERAPEUTICS INC NEW | $8.1M | 1.54% | 254,267 | Common | SOLE |
| 74366E102 | PTGX | PROTAGONIST THERAPEUTICS INC | $7.6M | 1.46% | 72,577 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $7.4M | 1.42% | 193,177 | Common | SOLE |
| 252828108 | DNTH | DIANTHUS THERAPEUTICS INC | $7.2M | 1.37% | 85,502 | Common | SOLE |
| 15102K100 | CELC | CELCUITY INC | $6.9M | 1.31% | 60,062 | Common | SOLE |
| 24477V105 | DFTX | DEFINIUM THERAPEUTICS INC | $6.2M | 1.18% | 325,483 | Common | SOLE |
| 09077V100 | BIOA | BIOAGE LABS INC | $5.9M | 1.13% | 338,654 | Common | SOLE |
| N62509109 | NAMS | NEWAMSTERDAM PHARMA COMPANY | $5.8M | 1.11% | 180,658 | Common | SOLE |
| 004225108 | ACAD | ACADIA PHARMACEUTICALS INC | $5.4M | 1.03% | 242,566 | Common | SOLE |
| 045396207 | ASMB | ASSEMBLY BIOSCIENCES INC | $5.1M | 0.99% | 185,435 | Common | SOLE |
| 022307102 | ALMS | ALUMIS INC | $5.1M | 0.97% | 229,566 | Common | SOLE |
| 67080M103 | NRIX | NURIX THERAPEUTICS INC | $4.9M | 0.94% | 315,226 | Common | SOLE |
| G9TY5A101 | ZURA | ZURA BIO LTD | $4.5M | 0.86% | 753,520 | Common | SOLE |
| 30054Y107 | EVMN | EVOMMUNE INC | $4.4M | 0.84% | 193,777 | Common | SOLE |
| 87583X109 | TNGX | TANGO THERAPEUTICS INC | $4.2M | 0.80% | 200,919 | Common | SOLE |
| 81728A207 | SNSE | SENSEI BIOTHERAPEUTICS INC | $4.2M | 0.80% | 132,873 | Common | SOLE |
| 75955J402 | RLMD | RELMADA THERAPEUTICS INC | $4.2M | 0.80% | 597,409 | Common | SOLE |
| 29479A108 | ERAS | ERASCA INC | $3.9M | 0.74% | 239,861 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.8M | 0.72% | 15,415 | Common | SOLE |
| 98420X202 | XFOR | X4 PHARMACEUTICALS INC | $3.5M | 0.67% | 850,742 | Common | SOLE |
| 92243G108 | PCVX | VAXCYTE INC | $3.4M | 0.66% | 59,061 | Common | SOLE |
| 00032Q104 | WHWK | WHITEHAWK THERAPEUTICS INC | $3.2M | 0.62% | 939,369 | Common | SOLE |
| G4444S107 | HLXC | HELIX ACQUISITION CORP III | $3.1M | 0.59% | 305,028 | Common | SOLE |
| 88032L605 | TENX | TENAX THERAPEUTICS INC | $3.0M | 0.58% | 188,700 | Common | SOLE |
| G01767105 | ALKS | ALKERMES PLC | $2.8M | 0.54% | 80,492 | Common | SOLE |
| N69605108 | PHVS | PHARVARIS N V | $2.4M | 0.47% | 86,637 | Common | SOLE |
| 00534A102 | IVVD | INVIVYD INC | $2.4M | 0.47% | 1,874,546 | Common | SOLE |
| 008064206 | JBIO | JADE BIOSCIENCES INC | $2.2M | 0.41% | 154,034 | Common | SOLE |
| 90184D100 | TWST | TWIST BIOSCIENCE CORP | $2.0M | 0.39% | 43,110 | Common | SOLE |
| 56565P103 | MPLT | MAPLIGHT THERAPEUTICS INC | $2.0M | 0.39% | 100,000 | Common | SOLE |
| 05338F306 | AVTX | AVALO THERAPEUTICS INC | $2.0M | 0.39% | 134,742 | Common | SOLE |
| 462222100 | IONS | IONIS PHARMACEUTICALS INC | $2.0M | 0.38% | 26,385 | Common | SOLE |
| 45258D105 | IMCR | IMMUNOCORE HLDGS PLC | $1.9M | 0.37% | 63,543 | Common | SOLE |
| 34962G208 | FBRX | FORTE BIOSCIENCES INC | $1.5M | 0.29% | 58,020 | Common | SOLE |
| 829401108 | SION | SIONNA THERAPEUTICS INC | $1.5M | 0.28% | 36,540 | Common | SOLE |
| 78397T202 | SABS | SAB BIOTHERAPEUTICS INC | $1.4M | 0.27% | 375,000 | Common | SOLE |
| 83422E204 | SLDB | SOLID BIOSCIENCES INC | $1.4M | 0.27% | 195,403 | Common | SOLE |
| 53630X203 | LPCN | LIPOCINE INC NEW | $1.3M | 0.25% | 160,420 | Common | SOLE |
| N90064101 | QURE | UNIQURE NV | $1.3M | 0.24% | 78,066 | Common | SOLE |
| 50180M108 | LBRX | LB PHARMACEUTICALS INC | $1.2M | 0.24% | 50,000 | Common | SOLE |
| 12529R107 | CCCC | C4 THERAPEUTICS INC | $1.2M | 0.23% | 453,236 | Common | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $1.2M | 0.22% | 14,588 | Common | SOLE |
| 14070B309 | CAPR | CAPRICOR THERAPEUTICS INC | $1.1M | 0.22% | 37,592 | Common | SOLE |
| 09075X207 | BDSX | BIODESIX INC | $1.0M | 0.19% | 70,004 | Common | SOLE |
| 80706P103 | SRRK | SCHOLAR ROCK HLDG CORP | $588,000 | 0.11% | 100,000 | CALL | SOLE |
| 869367201 | STRO | SUTRO BIOPHARMA INC | $580,278 | 0.11% | 23,295 | Common | SOLE |
| 76155X100 | RVMD | REVOLUTION MEDICINES INC | $525,000 | 0.10% | 100,000 | PUT | SOLE |
| 85209E208 | SPRB | SPRUCE BIOSCIENCES INC | $415,626 | 0.08% | 6,360 | Common | SOLE |
| 90240B106 | TYRA | TYRA BIOSCIENCES INC | $290,000 | 0.06% | 100,000 | CALL | SOLE |
| 45258J102 | IMVT | IMMUNOVANT INC | $255,000 | 0.05% | 100,000 | CALL | SOLE |
| 78464A870 | XBI | SPDR SERIES TRUST | $164,250 | 0.03% | 150,000 | CALL | SOLE |
| 87164F105 | SNDX | SYNDAX PHARMACEUTICALS INC | $90,000 | 0.02% | 150,000 | CALL | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $85,500 | 0.02% | 50,000 | CALL | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $74,200 | 0.01% | 40,000 | CALL | SOLE |
| 92840H400 | VTGN | VISTAGEN THERAPEUTICS INC | $58,187 | 0.01% | 616,749 | Common | SOLE |
| 101137107 | BSX | BOSTON SCIENTIFIC CORP | $12,500 | 0.00% | 250,000 | CALL | SOLE |
| 880881107 | 430 | TERNS PHARMACEUTICALS INC | $7,500 | 0.00% | 100,000 | CALL | SOLE |
| 68062P106 | OLMA | OLEMA PHARMACEUTICALS INC | $3,750 | 0.00% | 25,000 | CALL | SOLE |
| 28176E108 | EW | EDWARDS LIFESCIENCES CORP | $1,000 | 0.00% | 10,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.