Stempoint Capital Lp Top Holdings and 13F Report (2026) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $580.52 million in total holdings as of June 30, 2026.Stempoint Capital Lp owns shares of 77 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 42.17% of the portfolio was purchased this quarter.About 52.20% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 76 new stocks and bought additional shares in 20 stocks.Stempoint Capital Lp sold shares of 28 stocks and completely divested from 27 stocks this quarter.Largest Holdings Tango Therapeutics $38,406,574ABIVAX SA $37,800,132Revolution Medicines $30,081,625Erasca $28,777,526Tyra Biosciences $20,210,163 Largest New Holdings this Quarter G52694109 - KINIKSA PHARMACEUTICALS INTL $13,380,514 Holding337185102 - FIRST TRACKS BIOTHERAPEUTICS $12,529,187 Holding687604108 - ORUKA THERAPEUTICS INC $11,083,593 Holding28658R106 - Eliem Therapeutics $9,685,395 HoldingN44821101 - InflaRx $7,231,291 Holding Largest Purchases this Quarter Tango Therapeutics 1,122,100 shares (about $32.57M)Erasca 1,526,052 shares (about $24.87M)KINIKSA PHARMACEUTICALS INTL 209,234 shares (about $13.38M)FIRST TRACKS BIOTHERAPEUTICS 622,723 shares (about $12.53M)DIANTHUS THERAPEUTICS INC 115,349 shares (about $11.24M) Largest Sales this Quarter Scholar Rock 896,350 shares (about $49.30M)Revolution Medicines 191,689 shares (about $30.36M)Immunovant 569,967 shares (about $21.96M)DEFINIUM THERAPEUTICS INC 188,359 shares (about $8.86M)Structure Therapeutics 162,089 shares (about $8.70M) 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 PortfolioSectorTNGXTango Therapeutics$38,406,574$32,573,997 â–²558.5%1,323,0196.6%HealthcareABIVAX SA$37,800,132$4,015,657 â–¼-9.6%283,6576.5%SPONSORED ADSRVMDRevolution Medicines$30,081,625$30,358,142 â–¼-50.2%189,9435.2%HealthcareERASErasca$28,777,526$24,868,723 â–²636.2%1,765,9135.0%HealthcareTYRATyra Biosciences$20,210,163$10,846,090 â–²115.8%632,7543.5%HealthcareDIANTHUS THERAPEUTICS INC$19,578,955$11,244,220 â–²134.9%200,8513.4%COMELVNEnliven Therapeutics$17,605,886$838,593 â–¼-4.5%346,9143.0%HealthcareBHVNBiohaven$16,360,296$316,820 â–¼-1.9%1,564,2002.8%HealthcareMLYSMineralys Therapeutics$16,260,468$1,869,930 â–²13.0%602,6862.8%HealthcareSURROZEN INC$13,786,568$1,764,700 â–²14.7%602,7982.4%COM NEWKINIKSA PHARMACEUTICALS INTL$13,380,514$13,380,514 â–²New Holding209,2342.3%ORD SHS CL ASRRKScholar Rock$13,153,030$49,299,250 â–¼-78.9%239,1462.3%HealthcareALKSAlkermes$12,994,746$8,777,368 â–²208.1%248,0152.2%HealthcareFIRST TRACKS BIOTHERAPEUTICS$12,529,187$12,529,187 â–²New Holding622,7232.2%ORD SHSPRAXIS PRECISION MEDICINES I$12,468,584$6,369,045 â–¼-33.8%37,2432.1%COM NEWROIVRoivant Sciences$12,370,159$1,727,157 â–²16.2%448,4082.1%HealthcareBIOAGE LABS INC$11,376,831$3,076,422 â–²37.1%464,1712.0%COMCG ONCOLOGY INC$11,321,746$3,287,697 â–¼-22.5%159,3492.0%COMORUKA THERAPEUTICS INC$11,083,593$11,083,593 â–²New Holding116,4611.9%COMIMVTImmunovant$10,654,585$21,960,828 â–¼-67.3%276,5271.8%HealthcareCELCCelcuity$10,273,998$3,990,311 â–²63.5%98,2031.8%HealthcareRLMDRelmada Therapeutics$10,103,844$5,969,774 â–²144.4%1,460,0931.7%HealthcareELYMEliem Therapeutics$9,685,395$9,685,395 â–²New Holding742,7451.7%HealthcareSPYRE THERAPEUTICS INC$9,492,890$5,387,170 â–¼-36.2%106,9261.6%COM NEWZURAZura Bio$8,072,469$3,626,701 â–²81.6%1,368,2151.4%HealthcareIFRXInflaRx$7,231,291$7,231,291 â–²New Holding3,228,2551.2%HealthcareAMLXAmylyx Pharmaceuticals$6,902,100$5,125,443 â–¼-42.6%384,3041.2%HealthcareCLDXCelldex Therapeutics$6,638,711$2,822,565 â–¼-29.8%178,4121.1%HealthcareOVIDOvid Therapeutics$6,502,491$6,502,491 â–²New Holding2,417,2831.1%HealthcareEQEquillium$6,453,142$6,453,142 â–²New Holding2,016,6071.1%HealthcareDEFINIUM THERAPEUTICS INC$6,450,313$8,860,407 â–¼-57.9%137,1241.1%COM SHSCYTKCytokinetics$6,440,620$4,598,045 â–¼-41.7%75,6031.1%HealthcareDAMORA THERAPEUTICS INC$5,623,206$5,623,206 â–²New Holding216,1941.0%COM NEWIVAInventiva$5,391,490$5,391,490 â–²New Holding1,426,3200.9%HealthcareIPSCCentury Therapeutics$5,258,146$5,258,146 â–²New Holding2,146,1820.9%HealthcareAURAAura Biosciences$5,071,388$5,071,388 â–²New Holding714,2800.9%HealthcareEYPTEyepoint Pharmaceuticals$4,840,135$6,753,789 â–¼-58.3%338,4710.8%HealthcareASSEMBLY BIOSCIENCES INC$4,681,987$413,766 â–¼-8.1%170,3780.8%COM NEWAADIAadi Bioscience$4,676,349$374,039 â–²8.7%1,021,0370.8%HealthcareXENEXenon Pharmaceuticals$4,591,887$3,904,085 â–¼-46.0%76,0750.8%HealthcarePSNLPersonalis$4,131,042$4,131,042 â–²New Holding717,7830.7%HealthcareQUREuniQure$4,058,577$462,857 â–²12.9%88,1150.7%HealthcareCMPSCompass Pathways$4,029,481$4,029,481 â–²New Holding284,7690.7%HealthcareAVALYN PHARMACEUTICALS INC$3,884,560$3,884,560 â–²New Holding118,0000.7%COM SHSMAPLIGHT THERAPEUTICS INC$3,831,511$247,511 â–²6.9%106,9060.7%COMALUMIS INC$3,819,611$2,640,376 â–¼-40.9%135,7360.7%COMAXSMAxsome Therapeutics$3,763,339$3,763,339 â–²New Holding15,3750.6%HealthcareGLUEMonte Rosa Therapeutics$3,715,765$3,715,765 â–²New Holding153,5440.6%HealthcareACADACADIA Pharmaceuticals$3,622,125$2,514,795 â–¼-41.0%143,1670.6%HealthcareSLDBSolid Biosciences$3,584,212$1,632,136 â–²83.6%358,7800.6%HealthcareCRESCENT BIOPHARMA INC.$3,282,876$3,282,876 â–²New Holding182,3820.6%COMARWRArrowhead Pharmaceuticals$3,195,029$3,195,029 â–²New Holding39,1980.6%HealthcareKODKodiak Sciences$2,955,973$2,955,973 â–²New Holding75,8720.5%HealthcarePHVSPharvaris$2,797,764$198,143 â–¼-6.6%80,9070.5%HealthcareMONOPAR THERAPEUTICS INC$2,789,274$2,789,274 â–²New Holding30,1250.5%COM NEWRAPPORT THERAPEUTICS INC$2,774,472$2,774,472 â–²New Holding66,5820.5%COMNAMSNewAmsterdam Pharma$2,629,491$3,493,008 â–¼-57.1%77,5890.5%HealthcareSIONNA THERAPEUTICS INC$2,614,150$1,006,755 â–²62.6%59,4260.5%COMARQTArcutis Biotherapeutics$2,594,338$8,255,289 â–¼-76.1%98,9450.4%HealthcareCCCCC4 Therapeutics$2,445,436$328,824 â–²15.5%523,6480.4%HealthcareSPRUCE BIOSCIENCES INC$2,234,952$1,891,512 â–²550.8%41,3880.4%COM NEWCUE BIOPHARMA INC$2,114,362$2,114,362 â–²New Holding66,9950.4%COMGPCRStructure Therapeutics$2,049,013$8,699,316 â–¼-80.9%38,1780.4%HealthcarePTGXProtagonist Therapeutics$1,998,422$6,898,068 â–¼-77.5%16,3030.3%HealthcareHELIX ACQUISITION CORP III$1,826,579$1,418,918 â–¼-43.7%171,6710.3%USD CL A ORD SHSBIODESIX INC$1,578,500$90 â–¼0.0%70,0000.3%COMTENAX THERAPEUTICS INC$1,400,772$1,344,813 â–¼-49.0%96,2730.2%COM NEWSAB BIOTHERAPEUTICS INC$1,336,261$126,239 â–¼-8.6%342,6310.2%COM NEWCALCCalciMedica$1,195,661$1,195,661 â–²New Holding1,244,8640.2%HealthcareLB PHARMACEUTICALS INC$1,031,582$591,168 â–¼-36.4%31,7850.2%COM SHSCELLECTAR BIOSCIENCES INC$986,728$986,728 â–²New Holding354,9380.2%COM NEWPRQRProQR Therapeutics$801,760$801,760 â–²New Holding431,0540.1%HealthcareXBISPDR S&P Biotech ETF$578,000$444,615 â–²333.3%650,0000.1%ETFAZNCFAstraZeneca$180,000$180,000 â–²New Holding25,0000.0%HealthcareARKGARK Genomic Revolution ETF$75,000$75,000 â–²New Holding100,0000.0%ETFVTGNVistaGen Therapeutics$17,2760.0%616,7490.0%HealthcareAMGNAmgen$15,000$15,000 â–²New Holding15,0000.0%HealthcareSNDXSyndax Pharmaceuticals$0$28,489,756 â–¼-100.0%00.0%HealthcareMBX BIOSCIENCES INC$0$14,909,150 â–¼-100.0%00.0%COMDYNE THERAPEUTICS INC$0$9,175,140 â–¼-100.0%00.0%COMEWTXEdgewise Therapeutics$0$9,162,216 â–¼-100.0%00.0%HealthcareDNLIDenali Therapeutics$0$8,189,971 â–¼-100.0%00.0%HealthcareNRIXNurix Therapeutics$0$4,886,003 â–¼-100.0%00.0%HealthcareEVOMMUNE INC$0$4,385,357 â–¼-100.0%00.0%COM SHSSENSEI BIOTHERAPEUTICS INC$0$4,188,157 â–¼-100.0%00.0%COM NEWJNJJohnson & Johnson$0$3,768,043 â–¼-100.0%00.0%HealthcareX4 PHARMACEUTICALS INC$0$3,513,564 â–¼-100.0%00.0%COM NEWPCVXVaxcyte$0$3,432,035 â–¼-100.0%00.0%HealthcareIVVDInvivyd$0$2,436,910 â–¼-100.0%00.0%HealthcareJADE BIOSCIENCES INC$0$2,164,178 â–¼-100.0%00.0%COM NEWTWSTTwist Bioscience$0$2,048,587 â–¼-100.0%00.0%HealthcareAVALO THERAPEUTICS INC$0$2,011,698 â–¼-100.0%00.0%COM NEWIONSIonis Pharmaceuticals$0$1,981,250 â–¼-100.0%00.0%HealthcareIMCRImmunocore$0$1,915,821 â–¼-100.0%00.0%HealthcareFORTE BIOSCIENCES INC$0$1,502,718 â–¼-100.0%00.0%COM NEWLPCNLipocine$0$1,281,756 â–¼-100.0%00.0%HealthcareEWEdwards Lifesciences$0$1,169,207 â–¼-100.0%00.0%HealthcareCAPRCapricor Therapeutics$0$1,142,797 â–¼-100.0%00.0%HealthcareSUTRO BIOPHARMA INC$0$580,278 â–¼-100.0%00.0%COM SHSSPYSPDR S&P 500 ETF Trust$0$85,500 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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