Holders — by stockHoldings — by fund
STEMPOINT CAPITAL LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001952142
$580.5M
disclosed book value
77
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 84 of 77 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TNGXTANGO THERAPEUTICS INC | 1.2M | $38.2M | 6.6% |
| 2 | ABVXABIVAX SA | 283,657 | $37.8M | 6.5% |
| 3 | RVMDREVOLUTION MEDICINES INC | 159,943 | $30.0M | 5.2% |
| 4 | ERASERASCA INC | 1.6M | $28.7M | 4.9% |
| 5 | TYRATYRA BIOSCIENCES INC | 632,754 | $20.2M | 3.5% |
| 6 | DNTHDIANTHUS THERAPEUTICS INC | 200,851 | $19.6M | 3.4% |
| 7 | ELVNENLIVEN THERAPEUTICS INC | 346,914 | $17.6M | 3% |
| 8 | MLYSMINERALYS THERAPEUTICS INC | 602,686 | $16.3M | 2.8% |
| 9 | BIOHAVEN LTD | 1.1M | $15.8M | 2.7% |
| 10 | SRZNSURROZEN INC | 602,798 | $13.8M | 2.4% |
| 11 | KINIKSA PHARMACEUTICALS INTL | 209,234 | $13.4M | 2.3% |
| 12 | SRRKSCHOLAR ROCK HLDG CORP | 239,146 | $13.2M | 2.3% |
| 13 | ALKERMES PLC | 248,015 | $13.0M | 2.2% |
| 14 | TRAXFIRST TRACKS BIOTHERAPEUTICS | 622,723 | $12.5M | 2.2% |
| 15 | PRAXPRAXIS PRECISION MEDICINES I | 37,243 | $12.5M | 2.1% |
| 16 | ROIVANT SCIENCES LTD | 348,408 | $12.3M | 2.1% |
| 17 | BIOABIOAGE LABS INC | 464,171 | $11.4M | 2% |
| 18 | CGONCG ONCOLOGY INC | 159,349 | $11.3M | 2% |
| 19 | ORKAORUKA THERAPEUTICS INC | 116,461 | $11.1M | 1.9% |
| 20 | IMVTIMMUNOVANT INC | 276,527 | $10.7M | 1.8% |
| 21 | CELCCELCUITY INC | 98,203 | $10.3M | 1.8% |
| 22 | RLMDRELMADA THERAPEUTICS INC | 1.5M | $10.1M | 1.7% |
| 23 | CLYMCLIMB BIO INC | 742,745 | $9.7M | 1.7% |
| 24 | SYRESPYRE THERAPEUTICS INC | 106,926 | $9.5M | 1.6% |
| 25 | ZURA BIO LTD | 1.4M | $8.1M | 1.4% |
| 26 | INFLARX NV | 3.2M | $7.2M | 1.2% |
| 27 | AMLXAMYLYX PHARMACEUTICALS INC | 384,304 | $6.9M | 1.2% |
| 28 | CLDXCELLDEX THERAPEUTICS INC NEW | 178,412 | $6.6M | 1.1% |
| 29 | OVIDOVID THERAPEUTICS INC | 2.4M | $6.5M | 1.1% |
| 30 | EQEQUILLIUM INC | 2.0M | $6.5M | 1.1% |
| 31 | DFTXDEFINIUM THERAPEUTICS INC | 137,124 | $6.5M | 1.1% |
| 32 | CYTKCYTOKINETICS INC | 75,603 | $6.4M | 1.1% |
| 33 | DAMORA THERAPEUTICS INC | 216,194 | $5.6M | 1% |
| 34 | IVAINVENTIVA SA | 1.4M | $5.4M | 0.9% |
| 35 | IPSCCENTURY THERAPEUTICS INC | 2.1M | $5.3M | 0.9% |
| 36 | AURAAURA BIOSCIENCES INC | 714,280 | $5.1M | 0.9% |
| 37 | EYPTEYEPOINT INC | 338,471 | $4.8M | 0.8% |
| 38 | ASMBASSEMBLY BIOSCIENCES INC | 170,378 | $4.7M | 0.8% |
| 39 | WHWKWHITEHAWK THERAPEUTICS INC | 1.0M | $4.7M | 0.8% |
| 40 | XENEXENON PHARMACEUTICALS INC | 76,075 | $4.6M | 0.8% |
| 41 | UNIQURE NV | 88,115 | $4.1M | 0.7% |
| 42 | CMPSCOMPASS PATHWAYS PLC | 284,769 | $4.0M | 0.7% |
| 43 | AVLNAVALYN PHARMACEUTICALS INC | 118,000 | $3.9M | 0.7% |
| 44 | MPLTMAPLIGHT THERAPEUTICS INC | 106,906 | $3.8M | 0.7% |
| 45 | ALMSALUMIS INC | 135,736 | $3.8M | 0.7% |
| 46 | AXSMAXSOME THERAPEUTICS INC. | 15,375 | $3.8M | 0.6% |
| 47 | GLUEMONTE ROSA THERAPEUTICS INC | 153,544 | $3.7M | 0.6% |
| 48 | ACADACADIA PHARMACEUTICALS INC | 143,167 | $3.6M | 0.6% |
| 49 | SLDBSOLID BIOSCIENCES INC | 358,780 | $3.6M | 0.6% |
| 50 | PSNLPERSONALIS INC | 247,783 | $3.3M | 0.6% |
| 51 | CRESCENT BIOPHARMA INC. | 182,382 | $3.3M | 0.6% |
| 52 | ARWRARROWHEAD PHARMACEUTICALS IN | 39,198 | $3.2M | 0.6% |
| 53 | KODKODIAK SCIENCES INC | 75,872 | $3.0M | 0.5% |
| 54 | PHARVARIS N V | 80,907 | $2.8M | 0.5% |
| 55 | MNPRMONOPAR THERAPEUTICS INC | 30,125 | $2.8M | 0.5% |
| 56 | RAPPRAPPORT THERAPEUTICS INC | 66,582 | $2.8M | 0.5% |
| 57 | NEWAMSTERDAM PHARMA COMPANY | 77,589 | $2.6M | 0.5% |
| 58 | SIONSIONNA THERAPEUTICS INC | 59,426 | $2.6M | 0.5% |
| 59 | ARQTARCUTIS BIOTHERAPEUTICS INC | 98,945 | $2.6M | 0.4% |
| 60 | CCCCC4 THERAPEUTICS INC | 523,648 | $2.4M | 0.4% |
| 61 | SPRBSPRUCE BIOSCIENCES INC | 41,388 | $2.2M | 0.4% |
| 62 | CUECUE BIOPHARMA INC | 66,995 | $2.1M | 0.4% |
| 63 | GPCRSTRUCTURE THERAPEUTICS INC | 38,178 | $2.0M | 0.4% |
| 64 | PTGXPROTAGONIST THERAPEUTICS INC | 16,303 | $2.0M | 0.3% |
| 65 | HELIX ACQUISITION CORP III | 171,671 | $1.8M | 0.3% |
| 66 | BDSXBIODESIX INC | 70,000 | $1.6M | 0.3% |
| 67 | TENXTENAX THERAPEUTICS INC | 96,273 | $1.4M | 0.2% |
| 68 | SABSSAB BIOTHERAPEUTICS INC | 342,631 | $1.3M | 0.2% |
| 69 | CALCCALCIMEDICA INC | 1.2M | $1.2M | 0.2% |
| 70 | LBRXLB PHARMACEUTICALS INC | 31,785 | $1.0M | 0.2% |
| 71 | CLRBCELLECTAR BIOSCIENCES INC | 354,938 | $986,728 | 0.2% |
| 72 | PSNLPERSONALIS INCCALL | 470,000 | $810,750 | 0.1% |
| 73 | PROQR THRAPEUTICS N V | 431,054 | $801,760 | 0.1% |
| 74 | BIOHAVEN LTDCALL | 500,000 | $525,000 | 0.1% |
| 75 | XBISPDR SERIES TRUSTPUT | 250,000 | $400,000 | 0.1% |
| 76 | ASTRAZENECA PLCCALL | 25,000 | $180,000 | 0% |
| 77 | XBISPDR SERIES TRUSTCALL | 400,000 | $178,000 | 0% |
| 78 | TNGXTANGO THERAPEUTICS INCCALL | 100,000 | $175,000 | 0% |
| 79 | RVMDREVOLUTION MEDICINES INCPUT | 30,000 | $127,500 | 0% |
| 80 | ERASERASCA INCPUT | 200,000 | $90,000 | 0% |
| 81 | ARKGARK ETF TRPUT | 100,000 | $75,000 | 0% |
| 82 | ROIVANT SCIENCES LTDPUT | 100,000 | $40,000 | 0% |
| 83 | VTGNVISTAGEN THERAPEUTICS INC | 616,749 | $17,276 | 0% |
| 84 | AMGNAMGEN INCPUT | 15,000 | $15,000 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.