Stempoint Capital Lp Top Holdings and 13F Report (2025) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $311.58 million in total holdings as of June 30, 2025.Stempoint Capital Lp owns shares of 50 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 41.81% of the portfolio was purchased this quarter.About 39.32% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 57 new stocks and bought additional shares in 17 stocks.Stempoint Capital Lp sold shares of 15 stocks and completely divested from 24 stocks this quarter.Largest Holdings Syndax Pharmaceuticals $22,219,717Immunovant $21,123,760Scholar Rock $18,705,833Centessa Pharmaceuticals $16,630,930Madrigal Pharmaceuticals $15,947,312 Largest New Holdings this Quarter 171757206 - CIDARA THERAPEUTICS INC $12,994,562 Holding52490G102 - Legend Biotech $9,587,411 Holding52635N103 - LENZ THERAPEUTICS INC $5,390,461 Holding03770N101 - APOGEE THERAPEUTICS INC $3,668,358 Holding30233G209 - Eyepoint Pharmaceuticals $3,098,280 Holding Largest Purchases this Quarter CIDARA THERAPEUTICS INC 266,774 shares (about $12.99M)Legend Biotech 270,144 shares (about $9.59M)Centessa Pharmaceuticals 672,337 shares (about $8.83M)Rhythm Pharmaceuticals 132,936 shares (about $8.40M)Immunovant 547,388 shares (about $8.25M) Largest Sales this Quarter Nuvalent 130,573 shares (about $9.96M)BridgeBio Pharma 153,807 shares (about $6.64M)Janux Therapeutics 252,129 shares (about $5.82M)Roivant Sciences 1,062,079 shares (about $5.18M)Arcellx 72,322 shares (about $4.76M) 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$22,219,717$7,248,884 ▲48.4%2,372,6347.1%MedicalIMVTImmunovant$21,123,760$8,254,139 ▲64.1%1,400,8606.8%MedicalSRRKScholar Rock$18,705,833$1,349,396 ▼-6.7%528,1156.0%MedicalCNTACentessa Pharmaceuticals$16,630,930$8,834,508 ▲113.3%1,265,6725.3%MedicalMDGLMadrigal Pharmaceuticals$15,947,312$3,558,441 ▲28.7%52,6945.1%MedicalMRUSMerus$13,996,544$4,242,821 ▼-23.3%266,0944.5%MedicalACLXArcellx$13,265,614$4,762,404 ▼-26.4%201,4524.3%MedicalCIDARA THERAPEUTICS INC$12,994,562$12,994,562 ▲New Holding266,7744.2%COM NEWRYTMRhythm Pharmaceuticals$11,168,959$8,400,226 ▲303.4%176,7523.6%MedicalALKSAlkermes$10,042,498$4,541,038 ▲82.5%351,1243.2%MedicalDNLIDenali Therapeutics$9,903,731$571,310 ▲6.1%707,9153.2%MedicalLEGNLegend Biotech$9,587,411$9,587,411 ▲New Holding270,1443.1%MedicalGERNGeron$9,427,934$8,125,100 ▲623.6%6,949,2443.0%MedicalZLABZai Lab$8,757,817$7,833,875 ▲847.9%250,4382.8%MedicalMLYSMineralys Therapeutics$8,551,043$6,858,668 ▲405.3%631,5862.7%MedicalQUREuniQure$7,982,253$2,208,431 ▼-21.7%572,6152.6%MedicalROIVRoivant Sciences$7,399,697$5,181,409 ▼-41.2%1,516,7812.4%MedicalAKROAkero Therapeutics$6,231,327$2,102,704 ▼-25.2%116,7792.0%MedicalINSMInsmed$6,197,210$2,564,408 ▼-29.3%61,5782.0%MedicalSURROZEN INC$6,137,659$3,984,674 ▲185.1%686,5392.0%COM NEWWVEWAVE Life Sciences$5,852,197$5,268,283 ▲902.2%900,3381.9%MedicalLENZ THERAPEUTICS INC$5,390,461$5,390,461 ▲New Holding183,9121.7%COMNUVLNuvalent$4,564,876$9,962,719 ▼-68.6%59,8281.5%MedicalKALVKalVista Pharmaceuticals$4,372,661$1,131,031 ▼-20.6%386,7901.4%MedicalVTGNVistaGen Therapeutics$4,117,380$79,677 ▲2.0%2,413,2541.3%MedicalAPOGEE THERAPEUTICS INC$3,668,358$3,668,358 ▲New Holding84,4661.2%COMIDYAIDEAYA Biosciences$3,486,903$2,078,584 ▲147.6%165,8851.1%MedicalTARAProtara Therapeutics$3,465,341$142,113 ▼-3.9%1,143,6771.1%MedicalHELIX ACQUISITION CORP II$3,290,856$1,197,418 ▲57.2%315,8121.1%CL A ORD SHSEYPTEyepoint Pharmaceuticals$3,098,280$3,098,280 ▲New Holding329,2541.0%MedicalARQTArcutis Biotherapeutics$2,883,521$4,688,301 ▼-61.9%205,6720.9%MedicalRZLTRezolute$2,875,157$2,875,157 ▲New Holding644,6540.9%MedicalTSHATaysha Gene Therapies$2,781,104$2,781,104 ▲New Holding1,203,9410.9%MedicalNAMSNewAmsterdam Pharma$2,764,528$870,493 ▲46.0%152,6520.9%MedicalBHVNBiohaven$2,465,779$1,069,679 ▼-30.3%174,7540.8%MedicalREGNRegeneron Pharmaceuticals$2,452,800$2,452,800 ▲New Holding4,6720.8%MedicalBBIOBridgeBio Pharma$2,358,923$6,641,385 ▼-73.8%54,6300.8%MedicalJANXJanux Therapeutics$2,077,452$5,824,179 ▼-73.7%89,9330.7%MedicalORICOric Pharmaceuticals$2,037,968$2,037,968 ▲New Holding200,7850.7%MedicalMBX BIOSCIENCES INC$1,609,050$506,673 ▲46.0%141,0210.5%COMPERCEPTIVE CAP SOLUTIONS COR$1,593,0000.0%150,0000.5%CL A ORD SHSPRAXIS PRECISION MEDICINES I$1,356,323$1,356,323 ▲New Holding32,2550.4%COM NEWGHRSGH Research$1,229,069$1,229,069 ▲New Holding100,8260.4%MedicalTNGXTango Therapeutics$1,069,056$1,069,056 ▲New Holding208,8000.3%MedicalPTGXProtagonist Therapeutics$926,761$1,794,446 ▼-65.9%16,7700.3%MedicalTECTONIC THERAPEUTIC INC$794,800$794,800 ▲New Holding40,0000.3%COMADCTADC Therapeutics$759,206$759,206 ▲New Holding283,2860.2%MedicalVRNAVerona Pharma PLC American Depositary Share$700,554$700,554 ▲New Holding7,4070.2%MedicalABIVAX SA$671,272$671,272 ▲New Holding87,7480.2%SPONSORED ADSMNMDMind Medicine (MindMed)$589,629$589,629 ▲New Holding90,8520.2%MedicalRVMDRevolution Medicines$0$11,272,132 ▼-100.0%00.0%MedicalXENEXenon Pharmaceuticals$0$9,213,937 ▼-100.0%00.0%MedicalCG ONCOLOGY INC$0$7,101,533 ▼-100.0%00.0%COMSWTXSpringWorks Therapeutics$0$7,030,130 ▼-100.0%00.0%MedicalCYTKCytokinetics$0$6,014,353 ▼-100.0%00.0%MedicalBPMCBlueprint Medicines$0$5,481,159 ▼-100.0%00.0%MedicalEWTXEdgewise Therapeutics$0$4,203,110 ▼-100.0%00.0%MedicalELVNEnliven Therapeutics$0$2,370,062 ▼-100.0%00.0%MedicalNBIXNeurocrine Biosciences$0$2,328,351 ▼-100.0%00.0%MedicalASNDAscendis Pharma A/S$0$2,296,130 ▼-100.0%00.0%MedicalSPYRE THERAPEUTICS INC$0$2,196,603 ▼-100.0%00.0%COM NEWFOLDAmicus Therapeutics$0$2,194,379 ▼-100.0%00.0%MedicalABUSArbutus Biopharma$0$1,632,908 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$912,754 ▼-100.0%00.0%MedicalDYNE THERAPEUTICS INC$0$883,138 ▼-100.0%00.0%COMSLNOSoleno Therapeutics$0$797,025 ▼-100.0%00.0%MedicalIFRXInflaRx$0$739,519 ▼-100.0%00.0%MedicalSLDBSolid Biosciences$0$733,155 ▼-100.0%00.0%MedicalSIONNA THERAPEUTICS INC$0$627,600 ▼-100.0%00.0%COMBICARA THERAPEUTICS INC$0$613,426 ▼-100.0%00.0%COMCVSCVS Health$0$165,058 ▼-100.0%00.0%MedicalBBCVirtus LifeSci Biotech Clinical Trials ETF$0$16,563 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$8,344 ▼-100.0%00.0%MedicalNVONovo Nordisk A/S$0$3,793 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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