Stempoint Capital Lp Top Holdings and 13F Report (2024) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $340.28 million in total holdings as of June 30, 2024.Stempoint Capital Lp owns shares of 42 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 32.28% of the portfolio was purchased this quarter.About 39.79% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 50 new stocks and bought additional shares in 13 stocks.Stempoint Capital Lp sold shares of 11 stocks and completely divested from 24 stocks this quarter.Largest Holdings Syndax Pharmaceuticals $28,991,973Roivant Sciences $28,673,672Immunovant $26,713,606Crinetics Pharmaceuticals $24,683,545Merus $17,080,486 Largest New Holdings this Quarter Immunocore $11,500,605 HoldingMerck & Co., Inc. $10,153,452 HoldingGSK $9,468,421 HoldingDenali Therapeutics $5,828,452 HoldingCelldex Therapeutics $5,346,724 Holding Largest Purchases this Quarter Immunocore 339,351 shares (about $11.50M)Merck & Co., Inc. 81,508 shares (about $10.15M)GSK 245,933 shares (about $9.47M)Syndax Pharmaceuticals 311,188 shares (about $6.39M)Denali Therapeutics 251,010 shares (about $5.83M) Largest Sales this Quarter Roivant Sciences 1,591,103 shares (about $16.82M)Insmed 185,468 shares (about $12.43M)Crinetics Pharmaceuticals 243,694 shares (about $10.92M)KalVista Pharmaceuticals 424,295 shares (about $5.00M)Amicus Therapeutics 452,094 shares (about $4.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStempoint Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSNDXSyndax Pharmaceuticals$28,991,973$6,388,690 ▲28.3%1,412,1768.5%MedicalROIVRoivant Sciences$28,673,672$16,817,958 ▼-37.0%2,712,7418.4%MedicalIMVTImmunovant$26,713,606$3,554,786 ▲15.3%1,011,8797.9%MedicalCRNXCrinetics Pharmaceuticals$24,683,545$10,915,054 ▼-30.7%551,0957.3%MedicalMRUSMerus$17,080,486$1,787,112 ▼-9.5%288,6685.0%MedicalACLXArcellx$15,492,330$4,991,494 ▲47.5%280,7094.6%MedicalFOLDAmicus Therapeutics$14,830,866$4,484,772 ▼-23.2%1,495,0474.4%MedicalIMCRImmunocore$11,500,605$11,500,605 ▲New Holding339,3513.4%MedicalAPLTApplied Therapeutics$10,326,864$907,400 ▲9.6%2,211,3203.0%MedicalMRKMerck & Co., Inc.$10,153,452$10,153,452 ▲New Holding81,5083.0%MedicalGSKGSK$9,468,421$9,468,421 ▲New Holding245,9332.8%MedicalARQTArcutis Biotherapeutics$9,328,146$4,588,697 ▲96.8%5,965,3922.7%MedicalAUTLAutolus Therapeutics$9,266,307$1,924,402 ▼-17.2%2,662,7322.7%MedicalCABACabaletta Bio$8,812,225$2,437,066 ▼-21.7%1,178,1052.6%MedicalKALVKalVista Pharmaceuticals$8,679,092$4,998,195 ▼-36.5%736,7652.6%MedicalBHVNBiohaven$8,096,281$4,158,050 ▲105.6%233,2552.4%MedicalVTGNVistagen Therapeutics$5,848,1640.0%1,848,5821.7%MedicalIMTXImmatics$5,835,645$119,465 ▲2.1%502,2071.7%MedicalDNLIDenali Therapeutics$5,828,452$5,828,452 ▲New Holding251,0101.7%MedicalINSMInsmed$5,827,660$12,426,356 ▼-68.1%86,9801.7%MedicalCLDXCelldex Therapeutics$5,346,724$5,346,724 ▲New Holding144,4671.6%MedicalLRMRLarimar Therapeutics$5,106,530$264,828 ▼-4.9%704,3491.5%MedicalTCRXTScan Therapeutics$4,943,654$4,943,654 ▲New Holding845,0691.5%MedicalEWTXEdgewise Therapeutics$4,881,737$4,881,737 ▲New Holding271,0571.4%MedicalCRBPCorbus Pharmaceuticals$4,591,925$4,591,925 ▲New Holding101,4791.3%MedicalFULCFulcrum Therapeutics$4,318,077$1,794,007 ▲71.1%696,4641.3%MedicalNRIXNurix Therapeutics$4,242,308$4,242,308 ▲New Holding203,2731.2%MedicalPYXSPyxis Oncology$3,980,854$1,957,931 ▼-33.0%1,202,6751.2%MedicalJANXJanux Therapeutics$3,893,634$1,201,950 ▼-23.6%92,9491.1%MedicalIDYAIDEAYA Biosciences$3,573,742$505,373 ▲16.5%101,7871.1%MedicalSPYRE THERAPEUTICS INC$3,537,080$2,073,512 ▲141.7%150,4501.0%COM NEWPERSPECTIVE THERAPEUTICS INC$3,427,786$3,427,786 ▲New Holding343,8101.0%COM NEWJASPER THERAPEUTICS INC$3,263,693$330,603 ▲11.3%143,7751.0%COM NEWBDTXBlack Diamond Therapeutics$3,141,763$3,141,763 ▲New Holding674,1980.9%MedicalVIGLVigil Neuroscience$2,977,648$2,977,648 ▲New Holding744,4120.9%MedicalNEUROGENE INC$2,860,290$2,860,290 ▲New Holding78,6010.8%COMSLNSilence Therapeutics$2,372,454$2,372,454 ▲New Holding124,8660.7%MedicalTARAProtara Therapeutics$2,046,955$1,513,764 ▲283.9%984,1130.6%MedicalHELIX ACQUISITION CORP II$2,044,0000.0%200,0000.6%CL A ORD SHSSURROZEN INC$1,571,435$1,571,435 ▲New Holding143,5100.5%COM NEWPERCEPTIVE CAP SOLUTIONS COR$1,509,000$1,509,000 ▲New Holding150,0000.4%CL A ORD SHSPRAXIS PRECISION MEDICINES I$1,210,152$97,858 ▲8.8%29,2590.4%COM NEWLLYEli Lilly and Company$0$11,721,523 ▼-100.0%00.0%MedicalTARSTarsus Pharmaceuticals$0$8,120,147 ▼-100.0%00.0%MedicalTOURMALINE BIO INC$0$6,279,615 ▼-100.0%00.0%COMANABAnaptysBio$0$6,070,221 ▼-100.0%00.0%MedicalSLNOSoleno Therapeutics$0$4,957,652 ▼-100.0%00.0%MedicalSLRNAcelyrin$0$4,824,718 ▼-100.0%00.0%MedicalMLTXMoonLake Immunotherapeutics$0$4,553,199 ▼-100.0%00.0%MedicalANNXAnnexon$0$4,338,689 ▼-100.0%00.0%MedicalAVADEL PHARMACEUTICALS PLC$0$3,777,617 ▼-100.0%00.0%COMIRONDisc Medicine$0$3,743,632 ▼-100.0%00.0%MedicalTSHATaysha Gene Therapies$0$3,121,943 ▼-100.0%00.0%MedicalATXSAstria Therapeutics$0$2,676,878 ▼-100.0%00.0%MedicalEFFECTOR THERAPEUTICS INC$0$1,910,891 ▼-100.0%00.0%COM NEWNAMSNewAmsterdam Pharma$0$1,899,899 ▼-100.0%00.0%MedicalCG ONCOLOGY INC$0$1,787,740 ▼-100.0%00.0%COMACHLAchilles Therapeutics$0$1,732,188 ▼-100.0%00.0%MedicalDIANTHUS THERAPEUTICS INC$0$1,303,680 ▼-100.0%00.0%COMCARGO THERAPEUTICS INC$0$1,141,132 ▼-100.0%00.0%COMKYVERNA THERAPEUTICS INC$0$1,018,440 ▼-100.0%00.0%COMXBISPDR S&P Biotech ETF$0$876,000 ▼-100.0%00.0%ETFRNAAvidity Biosciences$0$183,750 ▼-100.0%00.0%MedicalVERAVera Therapeutics$0$75,000 ▼-100.0%00.0%MedicalKRYSKrystal Biotech$0$71,000 ▼-100.0%00.0%MedicalUTHRUnited Therapeutics$0$10,750 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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