Stempoint Capital Lp Top Holdings and 13F Report (2026) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $514.60 million in total holdings as of March 31, 2026.Stempoint Capital Lp owns shares of 76 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 44.00% of the portfolio was purchased this quarter.About 58.52% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 75 new stocks and bought additional shares in 21 stocks.Stempoint Capital Lp sold shares of 16 stocks and completely divested from 36 stocks this quarter.Largest Holdings Scholar Rock $51,492,983ABIVAX SA $34,940,628Syndax Pharmaceuticals $28,489,756Revolution Medicines $27,913,712Immunovant $18,797,911 Largest New Holdings this Quarter 29337E102 - Enliven Therapeutics $14,246,770 Holding156944100 - CG ONCOLOGY INC $13,916,497 HoldingG1110E107 - Biohaven $13,489,394 Holding15117B202 - Celldex Therapeutics $8,065,349 Holding90240B106 - Tyra Biosciences $7,688,679 Holding Largest Purchases this Quarter Revolution Medicines 319,600 shares (about $23.38M)Enliven Therapeutics 363,438 shares (about $14.25M)CG ONCOLOGY INC 205,622 shares (about $13.92M)Biohaven 1,594,491 shares (about $13.49M)MBX BIOSCIENCES INC 420,916 shares (about $12.56M) Largest Sales this Quarter Twist Bioscience 475,245 shares (about $22.58M)Roivant Sciences 580,898 shares (about $16.09M)SURROZEN INC 423,785 shares (about $12.34M)Xenon Pharmaceuticals 207,850 shares (about $12.09M)ABIVAX SA 77,992 shares (about $8.68M) 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 PortfolioSectorSRRKScholar Rock$51,492,983$1,287,760 â–¼-2.4%1,135,49610.0%MedicalABIVAX SA$34,940,628$8,684,409 â–¼-19.9%313,7916.8%SPONSORED ADSSNDXSyndax Pharmaceuticals$28,489,756$549,960 â–²2.0%1,365,7435.5%MedicalRVMDRevolution Medicines$27,913,712$23,376,505 â–²515.2%381,6325.4%MedicalIMVTImmunovant$18,797,911$4,475,445 â–²31.2%846,4943.7%MedicalPRAXIS PRECISION MEDICINES I$18,128,665$11,341,088 â–²167.1%56,2673.5%COM NEWMBX BIOSCIENCES INC$14,909,150$12,564,343 â–²535.8%499,4692.9%COMMLYSMineralys Therapeutics$14,449,210$6,591,783 â–²83.9%533,3782.8%MedicalELVNEnliven Therapeutics$14,246,770$14,246,770 â–²New Holding363,4382.8%MedicalCG ONCOLOGY INC$13,916,497$13,916,497 â–²New Holding205,6222.7%COMBHVNBiohaven$13,489,394$13,489,394 â–²New Holding1,594,4912.6%MedicalROIVRoivant Sciences$10,686,660$16,090,875 â–¼-60.1%385,8002.1%MedicalEYPTEyepoint Pharmaceuticals$10,450,748$5,889,634 â–²129.1%810,7642.0%MedicalARQTArcutis Biotherapeutics$9,748,940$4,454,065 â–²84.1%413,7921.9%MedicalGPCRStructure Therapeutics$9,652,869$7,268,849 â–¼-43.0%200,2671.9%MedicalAMLXAmylyx Pharmaceuticals$9,308,622$1,453,176 â–²18.5%669,6851.8%MedicalDYNE THERAPEUTICS INC$9,175,140$5,967,036 â–¼-39.4%506,0751.8%COMEWTXEdgewise Therapeutics$9,162,216$2,205,378 â–¼-19.4%290,8641.8%MedicalCYTKCytokinetics$8,540,420$1,146,900 â–¼-11.8%129,5771.7%MedicalSPYRE THERAPEUTICS INC$8,454,047$6,820,951 â–²417.7%167,6061.6%COM NEWDNLIDenali Therapeutics$8,189,971$144,058 â–²1.8%426,5611.6%MedicalXENEXenon Pharmaceuticals$8,184,903$12,086,477 â–¼-59.6%140,7551.6%MedicalCLDXCelldex Therapeutics$8,065,349$8,065,349 â–²New Holding254,2671.6%MedicalTYRATyra Biosciences$7,688,679$7,688,679 â–²New Holding293,1771.5%MedicalPTGXProtagonist Therapeutics$7,649,616$1,385,694 â–²22.1%72,5771.5%MedicalDIANTHUS THERAPEUTICS INC$7,175,328$521,815 â–²7.8%85,5021.4%COMCELCCelcuity$6,855,477$6,651,052 â–¼-49.2%60,0621.3%MedicalDEFINIUM THERAPEUTICS INC$6,151,629$6,151,629 â–²New Holding325,4831.2%COM SHSBIOAGE LABS INC$5,923,058$5,923,058 â–²New Holding338,6541.2%COMNAMSNewAmsterdam Pharma$5,782,863$3,442,740 â–²147.1%180,6581.1%MedicalSURROZEN INC$5,708,927$12,344,858 â–¼-68.4%195,9811.1%COM NEWACADACADIA Pharmaceuticals$5,399,519$5,399,519 â–²New Holding242,5661.0%MedicalASSEMBLY BIOSCIENCES INC$5,145,821$796,619 â–²18.3%185,4351.0%COM NEWALUMIS INC$5,057,339$5,057,339 â–²New Holding229,5661.0%COMNRIXNurix Therapeutics$4,886,003$4,886,003 â–²New Holding315,2260.9%MedicalZURAZura Bio$4,483,444$4,483,444 â–²New Holding753,5200.9%MedicalEVOMMUNE INC$4,385,357$2,842,017 â–²184.1%193,7770.9%COM SHSTNGXTango Therapeutics$4,203,225$4,203,225 â–²New Holding200,9190.8%MedicalSENSEI BIOTHERAPEUTICS INC$4,188,157$4,188,157 â–²New Holding132,8730.8%COM NEWRLMDRelmada Therapeutics$4,157,967$4,157,967 â–²New Holding597,4090.8%MedicalERASErasca$3,880,951$3,880,951 â–²New Holding239,8610.8%MedicalJNJJohnson & Johnson$3,768,043$4,787,358 â–¼-56.0%15,4150.7%MedicalX4 PHARMACEUTICALS INC$3,513,564$197,096 â–¼-5.3%850,7420.7%COM NEWPCVXVaxcyte$3,432,035$3,432,035 â–²New Holding59,0610.7%MedicalAADIAadi Bioscience$3,240,823$1,792,061 â–¼-35.6%939,3690.6%MedicalHELIX ACQUISITION CORP III$3,099,084$3,099,084 â–²New Holding305,0280.6%USD CL A ORD SHSTENAX THERAPEUTICS INC$3,017,313$3,017,313 â–²New Holding188,7000.6%COM NEWALKSAlkermes$2,846,197$2,846,197 â–²New Holding80,4920.6%MedicalPHVSPharvaris$2,447,495$798,006 â–²48.4%86,6370.5%MedicalIVVDInvivyd$2,436,910$1,150,141 â–²89.4%1,874,5460.5%MedicalJADE BIOSCIENCES INC$2,164,178$2,164,178 â–²New Holding154,0340.4%COM NEWTWSTTwist Bioscience$2,048,587$22,583,640 â–¼-91.7%43,1100.4%MedicalMAPLIGHT THERAPEUTICS INC$2,033,0000.0%100,0000.4%COMAVALO THERAPEUTICS INC$2,011,698$12,093 â–¼-0.6%134,7420.4%COM NEWIONSIonis Pharmaceuticals$1,981,250$1,981,250 â–²New Holding26,3850.4%MedicalIMCRImmunocore$1,915,821$1,915,821 â–²New Holding63,5430.4%MedicalFORTE BIOSCIENCES INC$1,502,718$1,502,718 â–²New Holding58,0200.3%COM NEWSIONNA THERAPEUTICS INC$1,464,889$1,464,889 â–²New Holding36,5400.3%COMSAB BIOTHERAPEUTICS INC$1,436,250$874,933 â–²155.9%375,0000.3%COM NEWSLDBSolid Biosciences$1,406,902$1,406,902 â–²New Holding195,4030.3%MedicalLPCNLipocine$1,281,756$1,281,756 â–²New Holding160,4200.2%MedicalQUREuniQure$1,276,379$565,399 â–²79.5%78,0660.2%MedicalLB PHARMACEUTICALS INC$1,233,000$1,233,000 â–²New Holding50,0000.2%COM SHSCCCCC4 Therapeutics$1,192,011$1,192,011 â–²New Holding453,2360.2%MedicalEWEdwards Lifesciences$1,169,207$1,169,207 â–²New Holding24,5880.2%MedicalCAPRCapricor Therapeutics$1,142,797$600,066 â–²110.6%37,5920.2%MedicalBIODESIX INC$1,015,058$1,015,058 â–²New Holding70,0040.2%COMSUTRO BIOPHARMA INC$580,278$580,278 â–²New Holding23,2950.1%COM SHSSPRUCE BIOSCIENCES INC$415,626$415,626 â–²New Holding6,3600.1%COM NEWXBISPDR S&P Biotech ETF$164,250$164,250 â–²New Holding150,0000.0%ETFSPYSPDR S&P 500 ETF Trust$85,500$85,500 â–²New Holding50,0000.0%FinanceQQQInvesco QQQ$74,200$74,200 â–²New Holding40,0000.0%FinanceVTGNVistaGen Therapeutics$58,1870.0%616,7490.0%MedicalBSXBoston Scientific$12,500$12,500 â–²New Holding250,0000.0%MedicalTERNTerns Pharmaceuticals$7,500$24,690 â–¼-76.7%100,0000.0%MedicalOLMAOlema Pharmaceuticals$3,750$3,750 â–²New Holding25,0000.0%MedicalCNTACentessa Pharmaceuticals$0$28,890,641 â–¼-100.0%00.0%MedicalACLXArcellx$0$21,702,472 â–¼-100.0%00.0%MedicalMDGLMadrigal Pharmaceuticals$0$10,328,382 â–¼-100.0%00.0%MedicalADPTAdaptive Biotechnologies$0$9,854,838 â–¼-100.0%00.0%MedicalPALISADE BIO INC$0$9,852,081 â–¼-100.0%00.0%COMBRIGHT MINDS BIOSCIENCES INC$0$7,596,414 â–¼-100.0%00.0%COM NEWNEKTAR THERAPEUTICS$0$7,537,425 â–¼-100.0%00.0%COM NEWCLPTClearPoint Neuro$0$6,591,817 â–¼-100.0%00.0%MedicalIMTXImmatics$0$6,408,234 â–¼-100.0%00.0%MedicalOCULOcular Therapeutix$0$6,345,493 â–¼-100.0%00.0%MedicalRYTMRhythm Pharmaceuticals$0$6,306,262 â–¼-100.0%00.0%MedicalAPOGEE THERAPEUTICS INC$0$6,081,726 â–¼-100.0%00.0%COMINCYIncyte$0$6,067,935 â–¼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$5,588,552 â–¼-100.0%00.0%MedicalMAZE THERAPEUTICS INC$0$5,215,084 â–¼-100.0%00.0%COMLLYEli Lilly and Company$0$5,114,402 â–¼-100.0%00.0%MedicalTRVITrevi Therapeutics$0$5,002,454 â–¼-100.0%00.0%MedicalVRDNViridian Therapeutics$0$4,802,438 â–¼-100.0%00.0%MedicalABUSArbutus Biopharma$0$4,746,272 â–¼-100.0%00.0%MedicalMLTXMoonLake Immunotherapeutics$0$4,591,925 â–¼-100.0%00.0%MedicalCTMXCytomX Therapeutics$0$4,414,685 â–¼-100.0%00.0%MedicalASNDAscendis Pharma A/S$0$3,164,908 â–¼-100.0%00.0%MedicalRGENRepligen$0$2,573,749 â–¼-100.0%00.0%MedicalQNCXQuince Therapeutics$0$2,476,534 â–¼-100.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
