STEMPOINT CAPITAL LP — 13F Holdings & Portfolio
CIK 1952142 · latest 13F-HR filed 2026-05-18
STEMPOINT CAPITAL LP manages $522.3M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SRRK (9.75%), ABVX (6.69%), SNDX (5.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 1, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$522.3M
Long-equity book
84
Distinct positions
2026-03-31
Filed 2026-05-18
+0 / −0 / ↑1 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $50.9M | 9.75% | 1,035,496 | SH |
| 2 | ABIVAX SA | ABVX | 00370M103 | $34.9M | 6.69% | 313,791 | SH |
| 3 | SYNDAX PHARMACEUTICALS INC | SNDX | 87164F105 | $28.4M | 5.44% | 1,215,743 | SH |
| 4 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $27.4M | 5.24% | 281,632 | SH |
| 5 | IMMUNOVANT INC | IMVT | 45258J102 | $18.5M | 3.55% | 746,494 | SH |
| 6 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $18.1M | 3.47% | 56,267 | SH |
| 7 | MBX BIOSCIENCES INC | MBX | 55287L101 | $14.9M | 2.85% | 499,469 | SH |
| 8 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $14.4M | 2.77% | 533,378 | SH |
| 9 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $14.2M | 2.73% | 363,438 | SH |
| 10 | CG ONCOLOGY INC | CGON | 156944100 | $13.9M | 2.66% | 205,622 | SH |
| 11 | BIOHAVEN LTD | BHVN | G1110E107 | $13.5M | 2.58% | 1,594,491 | SH |
| 12 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $10.7M | 2.05% | 385,800 | SH |
| 13 | EYEPOINT INC | EYPT | 30233G209 | $10.5M | 2.00% | 810,764 | SH |
| 14 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 03969K108 | $9.7M | 1.87% | 413,792 | SH |
| 15 | STRUCTURE THERAPEUTICS INC | GPCR | 86366E106 | $9.7M | 1.85% | 200,267 | SH |
| 16 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $9.3M | 1.78% | 669,685 | SH |
| 17 | DYNE THERAPEUTICS INC | DYN | 26818M108 | $9.2M | 1.76% | 506,075 | SH |
| 18 | EDGEWISE THERAPEUTICS INC | EWTX | 28036F105 | $9.2M | 1.75% | 290,864 | SH |
| 19 | CYTOKINETICS INC | CYTK | 23282W605 | $8.5M | 1.64% | 129,577 | SH |
| 20 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $8.5M | 1.62% | 167,606 | SH |
| 21 | DENALI THERAPEUTICS INC | DNLI | 24823R105 | $8.2M | 1.57% | 426,561 | SH |
| 22 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $8.2M | 1.57% | 140,755 | SH |
| 23 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $8.1M | 1.54% | 254,267 | SH |
| 24 | SURROZEN INC | SRZN | 86889P208 | $7.8M | 1.48% | 329,658 | SH |
| 25 | PROTAGONIST THERAPEUTICS INC | PTGX | 74366E102 | $7.6M | 1.46% | 72,577 | SH |
| 26 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $7.4M | 1.42% | 193,177 | SH |
| 27 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $7.2M | 1.37% | 85,502 | SH |
| 28 | CELCUITY INC | CELC | 15102K100 | $6.9M | 1.31% | 60,062 | SH |
| 29 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $6.2M | 1.18% | 325,483 | SH |
| 30 | BIOAGE LABS INC | BIOA | 09077V100 | $5.9M | 1.13% | 338,654 | SH |
| 31 | NEWAMSTERDAM PHARMA COMPANY | NAMS | N62509109 | $5.8M | 1.11% | 180,658 | SH |
| 32 | SURROZEN INC | SRZN | 86889P208 | $5.7M | 1.09% | 195,981 | SH |
| 33 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $5.4M | 1.03% | 242,566 | SH |
| 34 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $5.1M | 0.99% | 185,435 | SH |
| 35 | ALUMIS INC | ALMS | 022307102 | $5.1M | 0.97% | 229,566 | SH |
| 36 | NURIX THERAPEUTICS INC | NRIX | 67080M103 | $4.9M | 0.94% | 315,226 | SH |
| 37 | ZURA BIO LTD | ZURA | G9TY5A101 | $4.5M | 0.86% | 753,520 | SH |
| 38 | EVOMMUNE INC | EVMN | 30054Y107 | $4.4M | 0.84% | 193,777 | SH |
| 39 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $4.2M | 0.80% | 200,919 | SH |
| 40 | SENSEI BIOTHERAPEUTICS INC | SNSE | 81728A207 | $4.2M | 0.80% | 132,873 | SH |
| 41 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $4.2M | 0.80% | 597,409 | SH |
| 42 | ERASCA INC | ERAS | 29479A108 | $3.9M | 0.74% | 239,861 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.8M | 0.72% | 15,415 | SH |
| 44 | X4 PHARMACEUTICALS INC | XFOR | 98420X202 | $3.5M | 0.67% | 850,742 | SH |
| 45 | VAXCYTE INC | PCVX | 92243G108 | $3.4M | 0.66% | 59,061 | SH |
| 46 | WHITEHAWK THERAPEUTICS INC | WHWK | 00032Q104 | $3.2M | 0.62% | 939,369 | SH |
| 47 | HELIX ACQUISITION CORP III | HLXC | G4444S107 | $3.1M | 0.59% | 305,028 | SH |
| 48 | TENAX THERAPEUTICS INC | TENX | 88032L605 | $3.0M | 0.58% | 188,700 | SH |
| 49 | ALKERMES PLC | ALKS | G01767105 | $2.8M | 0.54% | 80,492 | SH |
| 50 | PHARVARIS N V | PHVS | N69605108 | $2.4M | 0.47% | 86,637 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $514.6M | 83 | 0001420506-26-001107 |
| 2026-03-31 | 2026-05-18 | $522.3M | 84 | 0001420506-26-001177 |
| 2025-12-31 | 2026-02-17 | $583.2M | 78 | 0001420506-26-000490 |
| 2025-09-30 | 2025-11-14 | $499.1M | 90 | 0001420506-25-003308 |