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Stempoint Capital Lp Top Holdings and 13F Report (2025)

About Stempoint Capital Lp

Investment Activity

  • Stempoint Capital Lp has $313.70 million in total holdings as of March 31, 2025.
  • Stempoint Capital Lp owns shares of 57 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 40.78% of the portfolio was purchased this quarter.
  • About 62.00% of the portfolio was sold this quarter.
  • This quarter, Stempoint Capital Lp has purchased 51 new stocks and bought additional shares in 12 stocks.
  • Stempoint Capital Lp sold shares of 15 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

Roivant Sciences
$26,020,697
Syndax Pharmaceuticals
$19,638,727
Scholar Rock
$18,203,716
Arcellx
$17,959,574
Merus
$14,594,960

Largest New Holdings this Quarter

03940C100 - Arcellx
$17,959,574 Holding
558868105 - Madrigal Pharmaceuticals
$13,559,231 Holding
10806X102 - BridgeBio Pharma
$7,205,667 Holding
156944100 - CG ONCOLOGY INC
$7,101,533 Holding
85205L107 - SpringWorks Therapeutics
$7,030,130 Holding

Largest Purchases this Quarter

Arcellx
273,774 shares (about $17.96M)
Madrigal Pharmaceuticals
40,936 shares (about $13.56M)
Scholar Rock
299,905 shares (about $9.64M)
BridgeBio Pharma
208,437 shares (about $7.21M)
CG ONCOLOGY INC
289,823 shares (about $7.10M)

Largest Sales this Quarter

Arcutis Biotherapeutics
1,535,893 shares (about $19.69M)
Syndax Pharmaceuticals
1,508,107 shares (about $18.53M)
Merus
268,056 shares (about $11.28M)
Alkermes
224,616 shares (about $7.42M)
Rhythm Pharmaceuticals
164,200 shares (about $6.77M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStempoint Capital Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Roivant Sciences Ltd. stock logo
ROIV
Roivant Sciences
$26,020,697$1,351,233 ▼-4.9%2,578,8608.3%Medical
Syndax Pharmaceuticals, Inc. stock logo
SNDX
Syndax Pharmaceuticals
$19,638,727$18,527,094 ▼-48.5%1,598,5946.3%Medical
Scholar Rock Holding Corporation stock logo
SRRK
Scholar Rock
$18,203,716$9,641,946 ▲112.6%566,2125.8%Medical
Arcellx, Inc. stock logo
ACLX
Arcellx
$17,959,574$17,959,574 ▲New Holding273,7745.7%Medical
Merus N.V. stock logo
MRUS
Merus
$14,594,960$11,282,477 ▼-43.6%346,7564.7%Medical
Immunovant, Inc. stock logo
IMVT
Immunovant
$14,585,836$4,529,465 ▼-23.7%853,4724.6%Medical
Madrigal Pharmaceuticals, Inc. stock logo
MDGL
Madrigal Pharmaceuticals
$13,559,231$13,559,231 ▲New Holding40,9364.3%Medical
Nuvalent, Inc. stock logo
NUVL
Nuvalent
$13,503,239$3,203,244 ▲31.1%190,4014.3%Medical
Revolution Medicines, Inc. stock logo
RVMD
Revolution Medicines
$11,272,132$4,428,734 ▲64.7%318,7823.6%Medical
Janux Therapeutics, Inc. stock logo
JANX
Janux Therapeutics
$9,235,674$5,297,022 ▲134.5%342,0622.9%Medical
Xenon Pharmaceuticals Inc. stock logo
XENE
Xenon Pharmaceuticals
$9,213,937$3,395,663 ▼-26.9%274,6332.9%Medical
Denali Therapeutics Inc. stock logo
DNLI
Denali Therapeutics
$9,068,925$1,124,986 ▲14.2%667,0782.9%Medical
Centessa Pharmaceuticals PLC Sponsored ADR stock logo
CNTA
Centessa Pharmaceuticals
$8,532,157$699,285 ▼-7.6%593,3352.7%Medical
uniQure N.V. stock logo
QURE
uniQure
$7,749,013$6,795,013 ▲712.3%731,0392.5%Medical
BridgeBio Pharma, Inc. stock logo
BBIO
BridgeBio Pharma
$7,205,667$7,205,667 ▲New Holding208,4372.3%Medical
CG ONCOLOGY INC
$7,101,533$7,101,533 ▲New Holding289,8232.3%COM
SpringWorks Therapeutics stock logo
SWTX
SpringWorks Therapeutics
$7,030,130$7,030,130 ▲New Holding159,3052.2%Medical
Arcutis Biotherapeutics, Inc. stock logo
ARQT
Arcutis Biotherapeutics
$6,925,242$19,694,432 ▼-74.0%540,0732.2%Medical
Insmed, Inc. stock logo
INSM
Insmed
$6,641,731$1,491,546 ▼-18.3%87,0592.1%Medical
Alkermes plc stock logo
ALKS
Alkermes
$6,351,463$7,416,820 ▼-53.9%192,3522.0%Medical
Akero Therapeutics, Inc. stock logo
AKRO
Akero Therapeutics
$6,322,369$6,322,369 ▲New Holding156,1852.0%Medical
Biohaven Ltd. stock logo
BHVN
Biohaven
$6,023,559$1,542,190 ▲34.4%250,5641.9%Medical
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$6,014,353$2,655,434 ▲79.1%149,6481.9%Medical
Blueprint Medicines Corporation stock logo
BPMC
Blueprint Medicines
$5,481,159$5,481,159 ▲New Holding61,9271.7%Medical
VistaGen Therapeutics, Inc. stock logo
VTGN
VistaGen Therapeutics
$5,111,689$82,213 ▲1.6%2,366,5541.6%Medical
Protara Therapeutics, Inc. stock logo
TARA
Protara Therapeutics
$5,071,867$3,655,868 ▲258.2%1,190,5791.6%Medical
KalVista Pharmaceuticals, Inc. stock logo
KALV
KalVista Pharmaceuticals
$4,496,599$4,673,281 ▼-51.0%486,8371.4%Medical
Edgewise Therapeutics, Inc. stock logo
EWTX
Edgewise Therapeutics
$4,203,110$1,780,674 ▲73.5%230,2551.3%Medical
SURROZEN INC
$2,808,031$1,279,650 ▼-31.3%240,8260.9%COM NEW
Protagonist Therapeutics, Inc. stock logo
PTGX
Protagonist Therapeutics
$2,381,295$4,471,995 ▼-65.3%49,2410.8%Medical
Enliven Therapeutics, Inc. stock logo
ELVN
Enliven Therapeutics
$2,370,062$466,691 ▲24.5%120,4300.8%Medical
Neurocrine Biosciences, Inc. stock logo
NBIX
Neurocrine Biosciences
$2,328,351$2,328,351 ▲New Holding21,0520.7%Medical
Ascendis Pharma A/S stock logo
ASND
Ascendis Pharma A/S
$2,296,130$2,296,130 ▲New Holding14,7320.7%Medical
HELIX ACQUISITION CORP II
$2,270,1700.0%200,9000.7%CL A ORD SHS
SPYRE THERAPEUTICS INC
$2,196,603$2,196,603 ▲New Holding136,1390.7%COM NEW
Amicus Therapeutics, Inc. stock logo
FOLD
Amicus Therapeutics
$2,194,379$2,194,379 ▲New Holding268,9190.7%Medical
NewAmsterdam Pharma Company N.V. stock logo
NAMS
NewAmsterdam Pharma
$2,140,855$2,140,855 ▲New Holding104,5850.7%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$1,806,734$6,770,717 ▼-78.9%43,8160.6%Medical
Arbutus Biopharma Corporation stock logo
ABUS
Arbutus Biopharma
$1,632,908$1,632,908 ▲New Holding467,8820.5%Medical
PERCEPTIVE CAP SOLUTIONS COR
$1,545,0000.0%150,0000.5%CL A ORD SHS
Geron Corporation stock logo
GERN
Geron
$1,526,888$1,526,888 ▲New Holding960,3070.5%Medical
IDEAYA Biosciences, Inc. stock logo
IDYA
IDEAYA Biosciences
$1,097,444$1,097,444 ▲New Holding66,9990.3%Medical
Zai Lab Limited Unsponsored ADR stock logo
ZLAB
Zai Lab
$954,855$954,855 ▲New Holding26,4210.3%Medical
Ocular Therapeutix, Inc. stock logo
OCUL
Ocular Therapeutix
$912,754$912,754 ▲New Holding124,5230.3%Medical
DYNE THERAPEUTICS INC
$883,138$883,138 ▲New Holding84,4300.3%COM
Soleno Therapeutics, Inc. stock logo
SLNO
Soleno Therapeutics
$797,025$797,025 ▲New Holding11,1550.3%Medical
InflaRx N.V. stock logo
IFRX
InflaRx
$739,519$739,519 ▲New Holding725,0190.2%Medical
Solid Biosciences Inc. stock logo
SLDB
Solid Biosciences
$733,155$733,155 ▲New Holding198,1500.2%Medical
WAVE Life Sciences Ltd. stock logo
WVE
WAVE Life Sciences
$725,851$5,101,521 ▼-87.5%89,8330.2%Medical
MBX BIOSCIENCES INC
$713,019$713,019 ▲New Holding96,6150.2%COM
SIONNA THERAPEUTICS INC
$627,600$627,600 ▲New Holding60,0000.2%COM
BICARA THERAPEUTICS INC
$613,426$613,426 ▲New Holding47,0780.2%COM
CVS Health Corporation stock logo
CVS
CVS Health
$165,058$165,058 ▲New Holding64,1000.1%Medical
Mineralys Therapeutics, Inc. stock logo
MLYS
Mineralys Therapeutics
$93,750$206,326 ▼-68.8%125,0000.0%Medical
BBC
Virtus LifeSci Biotech Clinical Trials ETF
$16,563$16,563 ▲New Holding132,5000.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$8,344$8,344 ▲New Holding151,7000.0%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$3,793$3,793 ▲New Holding151,7000.0%Medical
Crinetics Pharmaceuticals, Inc. stock logo
CRNX
Crinetics Pharmaceuticals
$0$16,211,278 ▼-100.0%00.0%Medical
Incyte Corporation stock logo
INCY
Incyte
$0$13,373,541 ▼-100.0%00.0%Medical
PRAXIS PRECISION MEDICINES I
$0$10,326,339 ▼-100.0%00.0%COM NEW
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$9,392,806 ▼-100.0%00.0%Medical
Iovance Biotherapeutics, Inc. stock logo
IOVA
Iovance Biotherapeutics
$0$7,025,567 ▼-100.0%00.0%Medical
BioNTech SE Sponsored ADR stock logo
BNTX
BioNTech
$0$6,996,872 ▼-100.0%00.0%Medical
Acelyrin, Inc. stock logo
SLRN
Acelyrin
$0$5,353,151 ▼-100.0%00.0%Medical
NEUMORA THERAPEUTICS INC.
$0$4,538,252 ▼-100.0%00.0%COM
Eyepoint Pharmaceuticals, Inc. stock logo
EYPT
Eyepoint Pharmaceuticals
$0$4,317,275 ▼-100.0%00.0%Medical
Ultragenyx Pharmaceutical Inc. stock logo
RARE
Ultragenyx Pharmaceutical
$0$4,283,105 ▼-100.0%00.0%Medical
89BIO stock logo
ETNB
89BIO
$0$4,268,156 ▼-100.0%00.0%Medical
CONTINEUM THERAPEUTICS INC
$0$3,894,453 ▼-100.0%00.0%CL A
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$0$3,406,256 ▼-100.0%00.0%Medical
JASPER THERAPEUTICS INC
$0$2,891,517 ▼-100.0%00.0%COM NEW
TOURMALINE BIO INC
$0$2,563,392 ▼-100.0%00.0%COM
Verona Pharma PLC American Depositary Share stock logo
VRNA
Verona Pharma PLC American Depositary Share
$0$1,306,636 ▼-100.0%00.0%Medical
CIDARA THERAPEUTICS INC
$0$1,280,617 ▼-100.0%00.0%COM NEW
aTyr Pharma, Inc. stock logo
LIFE
aTyr Pharma
$0$725,720 ▼-100.0%00.0%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$514,500 ▼-100.0%00.0%Finance
TECTONIC THERAPEUTIC INC
$0$435,568 ▼-100.0%00.0%COM
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$413,775 ▼-100.0%00.0%Finance
Hims & Hers Health, Inc. stock logo
HIMS
Hims & Hers Health
$0$75,000 ▼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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