Stempoint Capital Lp Top Holdings and 13F Report (2025) About Stempoint Capital LpInvestment ActivityStempoint 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 $26,020,697Syndax Pharmaceuticals $19,638,727Scholar Rock $18,203,716Arcellx $17,959,574Merus $14,594,960 Largest New Holdings this Quarter 03940C100 - Arcellx $17,959,574 Holding558868105 - Madrigal Pharmaceuticals $13,559,231 Holding10806X102 - BridgeBio Pharma $7,205,667 Holding156944100 - CG ONCOLOGY INC $7,101,533 Holding85205L107 - 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 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 PortfolioSectorROIVRoivant Sciences$26,020,697$1,351,233 ▼-4.9%2,578,8608.3%MedicalSNDXSyndax Pharmaceuticals$19,638,727$18,527,094 ▼-48.5%1,598,5946.3%MedicalSRRKScholar Rock$18,203,716$9,641,946 ▲112.6%566,2125.8%MedicalACLXArcellx$17,959,574$17,959,574 ▲New Holding273,7745.7%MedicalMRUSMerus$14,594,960$11,282,477 ▼-43.6%346,7564.7%MedicalIMVTImmunovant$14,585,836$4,529,465 ▼-23.7%853,4724.6%MedicalMDGLMadrigal Pharmaceuticals$13,559,231$13,559,231 ▲New Holding40,9364.3%MedicalNUVLNuvalent$13,503,239$3,203,244 ▲31.1%190,4014.3%MedicalRVMDRevolution Medicines$11,272,132$4,428,734 ▲64.7%318,7823.6%MedicalJANXJanux Therapeutics$9,235,674$5,297,022 ▲134.5%342,0622.9%MedicalXENEXenon Pharmaceuticals$9,213,937$3,395,663 ▼-26.9%274,6332.9%MedicalDNLIDenali Therapeutics$9,068,925$1,124,986 ▲14.2%667,0782.9%MedicalCNTACentessa Pharmaceuticals$8,532,157$699,285 ▼-7.6%593,3352.7%MedicalQUREuniQure$7,749,013$6,795,013 ▲712.3%731,0392.5%MedicalBBIOBridgeBio Pharma$7,205,667$7,205,667 ▲New Holding208,4372.3%MedicalCG ONCOLOGY INC$7,101,533$7,101,533 ▲New Holding289,8232.3%COMSWTXSpringWorks Therapeutics$7,030,130$7,030,130 ▲New Holding159,3052.2%MedicalARQTArcutis Biotherapeutics$6,925,242$19,694,432 ▼-74.0%540,0732.2%MedicalINSMInsmed$6,641,731$1,491,546 ▼-18.3%87,0592.1%MedicalALKSAlkermes$6,351,463$7,416,820 ▼-53.9%192,3522.0%MedicalAKROAkero Therapeutics$6,322,369$6,322,369 ▲New Holding156,1852.0%MedicalBHVNBiohaven$6,023,559$1,542,190 ▲34.4%250,5641.9%MedicalCYTKCytokinetics$6,014,353$2,655,434 ▲79.1%149,6481.9%MedicalBPMCBlueprint Medicines$5,481,159$5,481,159 ▲New Holding61,9271.7%MedicalVTGNVistagen Therapeutics$5,111,689$82,213 ▲1.6%2,366,5541.6%MedicalTARAProtara Therapeutics$5,071,867$3,655,868 ▲258.2%1,190,5791.6%MedicalKALVKalVista Pharmaceuticals$4,496,599$4,673,281 ▼-51.0%486,8371.4%MedicalEWTXEdgewise Therapeutics$4,203,110$1,780,674 ▲73.5%230,2551.3%MedicalSURROZEN INC$2,808,031$1,279,650 ▼-31.3%240,8260.9%COM NEWPTGXProtagonist Therapeutics$2,381,295$4,471,995 ▼-65.3%49,2410.8%MedicalELVNEnliven Therapeutics$2,370,062$466,691 ▲24.5%120,4300.8%MedicalNBIXNeurocrine Biosciences$2,328,351$2,328,351 ▲New Holding21,0520.7%MedicalASNDAscendis Pharma A/S$2,296,130$2,296,130 ▲New Holding14,7320.7%MedicalHELIX ACQUISITION CORP II$2,270,1700.0%200,9000.7%CL A ORD SHSSPYRE THERAPEUTICS INC$2,196,603$2,196,603 ▲New Holding136,1390.7%COM NEWFOLDAmicus Therapeutics$2,194,379$2,194,379 ▲New Holding268,9190.7%MedicalNAMSNewAmsterdam Pharma$2,140,855$2,140,855 ▲New Holding104,5850.7%MedicalRYTMRhythm Pharmaceuticals$1,806,734$6,770,717 ▼-78.9%43,8160.6%MedicalABUSArbutus Biopharma$1,632,908$1,632,908 ▲New Holding467,8820.5%MedicalPERCEPTIVE CAP SOLUTIONS COR$1,545,0000.0%150,0000.5%CL A ORD SHSGERNGeron$1,526,888$1,526,888 ▲New Holding960,3070.5%MedicalIDYAIDEAYA Biosciences$1,097,444$1,097,444 ▲New Holding66,9990.3%MedicalZLABZai Lab$954,855$954,855 ▲New Holding26,4210.3%MedicalOCULOcular Therapeutix$912,754$912,754 ▲New Holding124,5230.3%MedicalDYNE THERAPEUTICS INC$883,138$883,138 ▲New Holding84,4300.3%COMSLNOSoleno Therapeutics$797,025$797,025 ▲New Holding11,1550.3%MedicalIFRXInflaRx$739,519$739,519 ▲New Holding725,0190.2%MedicalSLDBSolid Biosciences$733,155$733,155 ▲New Holding198,1500.2%MedicalWVEWave Life Sciences$725,851$5,101,521 ▼-87.5%89,8330.2%MedicalMBX BIOSCIENCES INC$713,019$713,019 ▲New Holding96,6150.2%COMSIONNA THERAPEUTICS INC$627,600$627,600 ▲New Holding60,0000.2%COMBICARA THERAPEUTICS INC$613,426$613,426 ▲New Holding47,0780.2%COMCVSCVS Health$165,058$165,058 ▲New Holding64,1000.1%MedicalMLYSMineralys Therapeutics$93,750$206,326 ▼-68.8%125,0000.0%MedicalBBCVirtus LifeSci Biotech Clinical Trials ETF$16,563$16,563 ▲New Holding132,5000.0%ETFMRKMerck & Co., Inc.$8,344$8,344 ▲New Holding151,7000.0%MedicalNVONovo Nordisk A/S$3,793$3,793 ▲New Holding151,7000.0%MedicalCRNXCrinetics Pharmaceuticals$0$16,211,278 ▼-100.0%00.0%MedicalINCYIncyte$0$13,373,541 ▼-100.0%00.0%MedicalPRAXIS PRECISION MEDICINES I$0$10,326,339 ▼-100.0%00.0%COM NEWBMYBristol-Myers Squibb$0$9,392,806 ▼-100.0%00.0%MedicalIOVAIovance Biotherapeutics$0$7,025,567 ▼-100.0%00.0%MedicalBNTXBioNTech$0$6,996,872 ▼-100.0%00.0%MedicalSLRNAcelyrin$0$5,353,151 ▼-100.0%00.0%MedicalNEUMORA THERAPEUTICS INC.$0$4,538,252 ▼-100.0%00.0%COMEYPTEyePoint Pharmaceuticals$0$4,317,275 ▼-100.0%00.0%MedicalRAREUltragenyx Pharmaceutical$0$4,283,105 ▼-100.0%00.0%MedicalETNB89bio$0$4,268,156 ▼-100.0%00.0%MedicalCONTINEUM THERAPEUTICS INC$0$3,894,453 ▼-100.0%00.0%CL ARCKTRocket Pharmaceuticals$0$3,406,256 ▼-100.0%00.0%MedicalJASPER THERAPEUTICS INC$0$2,891,517 ▼-100.0%00.0%COM NEWTOURMALINE BIO INC$0$2,563,392 ▼-100.0%00.0%COMVRNAVerona Pharma$0$1,306,636 ▼-100.0%00.0%MedicalCIDARA THERAPEUTICS INC$0$1,280,617 ▼-100.0%00.0%COM NEWLIFEaTyr Pharma$0$725,720 ▼-100.0%00.0%MedicalQQQInvesco QQQ$0$514,500 ▼-100.0%00.0%FinanceTECTONIC THERAPEUTIC INC$0$435,568 ▼-100.0%00.0%COMSPYSPDR S&P 500 ETF Trust$0$413,775 ▼-100.0%00.0%FinanceHIMSHims & Hers Health$0$75,000 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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