STEMPOINT CAPITAL LP — 13F Holdings & Portfolio
CIK 1952142 · latest 13F-HR filed 2026-08-14
STEMPOINT CAPITAL LP manages $580.5M in 13F-reported U.S. long-equity assets across 85 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TNGX (6.59%), ABVX (6.51%), RVMD (5.16%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 25 new positions, exited 22, added to 25, and trimmed 21.
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.
$580.5M
Long-equity book
85
Distinct positions
2026-06-30
Filed 2026-08-14
+25 / −22 / ↑25 / ↓21
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- TANGO THERAPEUTICS INC$34.0M +809.6%
- ERASCA INC$24.8M +639.2%
- TYRA BIOSCIENCES INC$12.8M +173.2%
- DIANTHUS THERAPEUTICS INC$12.4M +172.9%
- ALKERMES PLC$10.1M +356.6%
Top Trims
- SCHOLAR ROCK HLDG CORP-$37.8M -74.2%
- IMMUNOVANT INC-$7.9M -42.5%
- STRUCTURE THERAPEUTICS INC-$7.6M -78.8%
- ARCUTIS BIOTHERAPEUTICS INC-$7.2M -73.4%
- PRAXIS PRECISION MEDICINES I-$5.7M -31.2%
New Positions
- KINIKSA PHARMACEUTICALS INTL$13.4M
- FIRST TRACKS BIOTHERAPEUTICS$12.5M
- ORUKA THERAPEUTICS INC$11.1M
- CLIMB BIO INC$9.7M
- INFLARX NV$7.2M
Exited Positions
- SYNDAX PHARMACEUTICALS INC$28.4M
- MBX BIOSCIENCES INC$14.9M
- DYNE THERAPEUTICS INC$9.2M
- EDGEWISE THERAPEUTICS INC$9.2M
- DENALI THERAPEUTICS INC$8.2M
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 | TANGO THERAPEUTICS INC | TNGX | 87583X109 | $38.2M | 6.59% | 1,223,019 | SH |
| 2 | ABIVAX SA | ABVX | 00370M103 | $37.8M | 6.51% | 283,657 | SH |
| 3 | REVOLUTION MEDICINES INC | RVMD | 76155X100 | $30.0M | 5.16% | 159,943 | SH |
| 4 | ERASCA INC | ERAS | 29479A108 | $28.7M | 4.94% | 1,565,913 | SH |
| 5 | TYRA BIOSCIENCES INC | TYRA | 90240B106 | $20.2M | 3.48% | 632,754 | SH |
| 6 | DIANTHUS THERAPEUTICS INC | DNTH | 252828108 | $19.6M | 3.37% | 200,851 | SH |
| 7 | ENLIVEN THERAPEUTICS INC | ELVN | 29337E102 | $17.6M | 3.03% | 346,914 | SH |
| 8 | MINERALYS THERAPEUTICS INC | MLYS | 603170101 | $16.3M | 2.80% | 602,686 | SH |
| 9 | BIOHAVEN LTD | BHVN | G1110E107 | $15.8M | 2.73% | 1,064,200 | SH |
| 10 | KINIKSA PHARMACEUTICALS INTL | KNSA | G52694109 | $13.4M | 2.30% | 209,234 | SH |
| 11 | SCHOLAR ROCK HLDG CORP | SRRK | 80706P103 | $13.2M | 2.27% | 239,146 | SH |
| 12 | ALKERMES PLC | ALKS | G01767105 | $13.0M | 2.24% | 248,015 | SH |
| 13 | FIRST TRACKS BIOTHERAPEUTICS | TRAX | 337185102 | $12.5M | 2.16% | 622,723 | SH |
| 14 | PRAXIS PRECISION MEDICINES I | PRAX | 74006W207 | $12.5M | 2.15% | 37,243 | SH |
| 15 | ROIVANT SCIENCES LTD | ROIV | G76279101 | $12.3M | 2.12% | 348,408 | SH |
| 16 | BIOAGE LABS INC | BIOA | 09077V100 | $11.4M | 1.96% | 464,171 | SH |
| 17 | CG ONCOLOGY INC | CGON | 156944100 | $11.3M | 1.95% | 159,349 | SH |
| 18 | ORUKA THERAPEUTICS INC | ORKA | 687604108 | $11.1M | 1.91% | 116,461 | SH |
| 19 | IMMUNOVANT INC | IMVT | 45258J102 | $10.7M | 1.84% | 276,527 | SH |
| 20 | CELCUITY INC | CELC | 15102K100 | $10.3M | 1.77% | 98,203 | SH |
| 21 | RELMADA THERAPEUTICS INC | RLMD | 75955J402 | $10.1M | 1.74% | 1,460,093 | SH |
| 22 | CLIMB BIO INC | CLYM | 28658R106 | $9.7M | 1.67% | 742,745 | SH |
| 23 | SPYRE THERAPEUTICS INC | SYRE | 00773J202 | $9.5M | 1.64% | 106,926 | SH |
| 24 | ZURA BIO LTD | ZURA | G9TY5A101 | $8.1M | 1.39% | 1,368,215 | SH |
| 25 | INFLARX NV | IFRX | N44821101 | $7.2M | 1.25% | 3,228,255 | SH |
| 26 | SURROZEN INC | SRZN | 86889P208 | $7.1M | 1.22% | 273,140 | SH |
| 27 | AMYLYX PHARMACEUTICALS INC | AMLX | 03237H101 | $6.9M | 1.19% | 384,304 | SH |
| 28 | SURROZEN INC | SRZN | 86889P208 | $6.7M | 1.15% | 329,658 | SH |
| 29 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $6.6M | 1.14% | 178,412 | SH |
| 30 | OVID THERAPEUTICS INC | OVID | 690469101 | $6.5M | 1.12% | 2,417,283 | SH |
| 31 | EQUILLIUM INC | EQ | 29446K106 | $6.5M | 1.11% | 2,016,607 | SH |
| 32 | DEFINIUM THERAPEUTICS INC | DFTX | 24477V105 | $6.5M | 1.11% | 137,124 | SH |
| 33 | CYTOKINETICS INC | CYTK | 23282W605 | $6.4M | 1.11% | 75,603 | SH |
| 34 | DAMORA THERAPEUTICS INC | DMRA | 36322Q206 | $5.6M | 0.97% | 216,194 | SH |
| 35 | INVENTIVA SA | IVA | 46124U107 | $5.4M | 0.93% | 1,426,320 | SH |
| 36 | CENTURY THERAPEUTICS INC | IPSC | 15673T100 | $5.3M | 0.91% | 2,146,182 | SH |
| 37 | AURA BIOSCIENCES INC | AURA | 05153U107 | $5.1M | 0.87% | 714,280 | SH |
| 38 | EYEPOINT INC | EYPT | 30233G209 | $4.8M | 0.83% | 338,471 | SH |
| 39 | ASSEMBLY BIOSCIENCES INC | ASMB | 045396207 | $4.7M | 0.81% | 170,378 | SH |
| 40 | WHITEHAWK THERAPEUTICS INC | WHWK | 00032Q104 | $4.7M | 0.81% | 1,021,037 | SH |
| 41 | XENON PHARMACEUTICALS INC | XENE | 98420N105 | $4.6M | 0.79% | 76,075 | SH |
| 42 | UNIQURE NV | QURE | N90064101 | $4.1M | 0.70% | 88,115 | SH |
| 43 | COMPASS PATHWAYS PLC | CMPS | 20451W101 | $4.0M | 0.69% | 284,769 | SH |
| 44 | AVALYN PHARMACEUTICALS INC | AVLN | 05348Y105 | $3.9M | 0.67% | 118,000 | SH |
| 45 | MAPLIGHT THERAPEUTICS INC | MPLT | 56565P103 | $3.8M | 0.66% | 106,906 | SH |
| 46 | ALUMIS INC | ALMS | 022307102 | $3.8M | 0.66% | 135,736 | SH |
| 47 | AXSOME THERAPEUTICS INC. | AXSM | 05464T104 | $3.8M | 0.65% | 15,375 | SH |
| 48 | MONTE ROSA THERAPEUTICS INC | GLUE | 61225M102 | $3.7M | 0.64% | 153,544 | SH |
| 49 | ACADIA PHARMACEUTICALS INC | ACAD | 004225108 | $3.6M | 0.62% | 143,167 | SH |
| 50 | SOLID BIOSCIENCES INC | SLDB | 83422E204 | $3.6M | 0.62% | 358,780 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $580.5M | 85 | 0001420506-26-001687 |
| 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 |
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