Investor
STEMPOINT CAPITAL LP
CIK 0001952142 · filed 2026-05-18 · SEC filing
13F book
$522.3M
Positions
70
32 new · 37 sold
Largest name
9.7%
Scholar Rock Hldg Corp
Est. mark
$7.43M
Price effect on 38 names still held. Flow −$69.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Scholar Rock Hldg Corp | — | 1.04M | $50.9M | 9.7% | $4.53M | Added$11.8M |
| Abivax Sa | — | 313.8K | $34.9M | 6.7% | −$7.38M | Cut−$17.9M |
| Syndax Pharmaceuticals Inc | SNDX | 1.22M | $28.4M | 5.4% | $2.86M | Cut$259.4K |
| Revolution Medicines Inc | — | 281.6K | $27.4M | 5.2% | $1.09M | Added$22.4M |
| Immunovant, Inc. | IMVT | 746.5K | $18.5M | 3.5% | −$374.1K | Added$2.15M |
| Praxis Precision Medicines I | — | 56.3K | $18.1M | 3.5% | $578.3K | Added$11.9M |
| MBX Biosciences, Inc. | MBX | 499.5K | $14.9M | 2.9% | −$132.8K | Added$12.4M |
| Mineralys Therapeutics, Inc. | MLYS | 533.4K | $14.4M | 2.8% | −$2.67M | Added$3.92M |
| Enliven Therapeutics, Inc. | ELVN | 363.4K | $14.2M | 2.7% | — | New |
| CG Oncology, Inc. | CGON | 205.6K | $13.9M | 2.7% | — | New |
| Biohaven Ltd. | BHVN | 1.59M | $13.5M | 2.6% | — | New |
| Surrozen Inc | — | 525.6K | $13.5M | 2.6% | $2.71M | Cut$788.9K |
| Roivant Sciences Ltd. | ROIV | 385.8K | $10.7M | 2.0% | $2.31M | Cut−$10.3M |
| EyePoint, Inc. | EYPT | 810.8K | $10.5M | 2.0% | −$1.9M | Added$3.99M |
| Arcutis Biotherapeutics, Inc. | ARQT | 413.8K | $9.75M | 1.9% | −$1.23M | Added$3.22M |
| Structure Therapeutics Inc. | GPCR | 200.3K | $9.65M | 1.8% | −$4.28M | Cut−$14.8M |
| Amylyx Pharmaceuticals, Inc. | AMLX | 669.7K | $9.31M | 1.8% | $1.03M | Added$2.48M |
| Dyne Therapeutics, Inc. | DYN | 506.1K | $9.18M | 1.8% | −$723.7K | Cut−$7.16M |
| Edgewise Therapeutics, Inc. | EWTX | 290.9K | $9.16M | 1.8% | $1.94M | Cut$207.1K |
| Cytokinetics Inc | CYTK | 129.6K | $8.54M | 1.6% | $307.1K | Cut−$798.6K |
| Spyre Therapeutics, Inc. | SYRE | 167.6K | $8.45M | 1.6% | $572.4K | Added$7.39M |
| Denali Therapeutics Inc. | DNLI | 426.6K | $8.19M | 1.6% | $1.13M | Added$1.27M |
| Xenon Pharmaceuticals Inc. | XENE | 140.8K | $8.18M | 1.6% | $1.88M | Cut−$7.44M |
| Celldex Therapeutics Inc New | — | 254.3K | $8.07M | 1.5% | — | New |
| Protagonist Therapeutics, Inc | PTGX | 72.6K | $7.65M | 1.5% | $1.07M | Added$2.46M |
| Tyra Biosciences, Inc. | TYRA | 193.2K | $7.4M | 1.4% | — | New |
| Dianthus Therapeutics Inc | — | 85.5K | $7.18M | 1.4% | $3.39M | Added$3.91M |
| Celcuity Inc. | CELC | 60.1K | $6.86M | 1.3% | $864.9K | Cut−$4.95M |
| Definium Therape | DFTX | 325.5K | $6.15M | 1.2% | — | New |
| BioAge Labs, Inc. | BIOA | 338.7K | $5.92M | 1.1% | — | New |
| Newamsterdam Pharma Company | — | 180.7K | $5.78M | 1.1% | −$224.4K | Added$3.22M |
| Acadia Pharmaceuticals Inc | ACAD | 242.6K | $5.4M | 1.0% | — | New |
| Assembly Biosciences, Inc. | ASMB | 185.4K | $5.15M | 1.0% | −$981.1K | Added−$184.5K |
| Alumis Inc. | ALMS | 229.6K | $5.06M | 1.0% | — | New |
| Nurix Therapeutics, Inc. | NRIX | 315.2K | $4.89M | 0.9% | — | New |
| Zura Bio Ltd | ZURA | 753.5K | $4.48M | 0.9% | — | New |
| Evommune, Inc. | EVMN | 193.8K | $4.39M | 0.8% | $375.8K | Added$3.22M |
| Tango Therapeutics, Inc. | TNGX | 200.9K | $4.2M | 0.8% | — | New |
| Sensei Biotherapeutics Inc | FTH | 132.9K | $4.19M | 0.8% | — | New |
| Relmada Therapeutics, Inc. | RLMD | 597.4K | $4.16M | 0.8% | — | New |
| Erasca, Inc. | ERAS | 239.9K | $3.88M | 0.7% | — | New |
| Johnson & Johnson | JNJ | 15.4K | $3.77M | 0.7% | $577.9K | Cut−$3.48M |
| X4 Pharmaceuticals, Inc | XFOR | 850.7K | $3.51M | 0.7% | $110.6K | Cut−$80.3K |
| Vaxcyte, Inc. | PCVX | 59.1K | $3.43M | 0.7% | — | New |
| Whitehawk Therapeutics, Inc. | WHWK | 939.4K | $3.24M | 0.6% | $967.5K | Cut−$289.5K |
| Helix Acquisition Corp. III | HLXC | 305K | $3.1M | 0.6% | — | New |
| Tenax Therapeutics, Inc. | TENX | 188.7K | $3.02M | 0.6% | — | New |
| Alkermes plc. | ALKS | 80.5K | $2.85M | 0.5% | — | New |
| Pharvaris N.V. | PHVS | 86.6K | $2.45M | 0.5% | $29.2K | Added$827.2K |
| Invivyd, Inc. | IVVD | 1.87M | $2.44M | 0.5% | −$1.16M | Added−$7.95K |
| Jade Biosciences, Inc. | JBIO | 154K | $2.16M | 0.4% | — | New |
| Twist Bioscience Corp | TWST | 43.1K | $2.05M | 0.4% | $681.1K | Cut−$14.4M |
| MapLight Therapeutics, Inc. | MPLT | 100K | $2.03M | 0.4% | $276.5K | Held |
| Avalo Therapeutics, Inc. | AVTX | 134.7K | $2.01M | 0.4% | −$435.2K | Cut−$449.9K |
| Ionis Pharmaceuticals Inc | IONS | 26.4K | $1.98M | 0.4% | — | New |
| Immunocore Hldgs Plc | — | 63.5K | $1.92M | 0.4% | — | New |
| Forte Biosciences, Inc. | FBRX | 58K | $1.5M | 0.3% | — | New |
| Sionna Therapeutics, Inc. | SION | 36.5K | $1.46M | 0.3% | — | New |
| Sab Biotherapeutics Inc | — | 375K | $1.44M | 0.3% | $13.2K | Added$888.1K |
| Solid Biosciences Inc. | SLDB | 195.4K | $1.41M | 0.3% | — | New |
| Lipocine Inc New | — | 160.4K | $1.28M | 0.2% | — | New |
| Uniqure Nv | — | 78.1K | $1.28M | 0.2% | −$329.6K | Added$235.8K |
| Lb Pharmaceuticals Inc | LBRX | 50K | $1.23M | 0.2% | — | New |
| C4 Therapeutics, Inc. | CCCC | 453.2K | $1.19M | 0.2% | — | New |
| Edwards Lifesciences Corp | EW | 14.6K | $1.17M | 0.2% | — | New |
| Capricor Therapeutics, Inc. | CAPR | 37.6K | $1.14M | 0.2% | $27.5K | Added$627.6K |
| Biodesix Inc | BDSX | 70K | $1.02M | 0.2% | — | New |
| Sutro Biopharma, Inc. | STRO | 23.3K | $580.3K | 0.1% | — | New |
| Spruce Biosciences, Inc. | SPRB | 6.36K | $415.6K | 0.1% | — | New |
| Vistagen Therapeutics, Inc. | VTGN | 616.7K | $58.2K | 0.0% | −$83.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.