13F

Investor

STEMPOINT CAPITAL LP

CIK 0001952142 · filed 2026-02-17 · SEC filing

13F book

$583.2M

Positions

75

Largest name

9.1%

Abivax Sa

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Abivax Sa391.8K$52.8M9.1%Held
Scholar Rock Hldg Corp886.9K$39.1M6.7%Held
Centessa Pharmaceuticals Plc1.15M$28.9M4.9%Held
Syndax Pharmaceuticals IncSNDX1.34M$28.1M4.8%Held
Structure Therapeutics Inc.GPCR351.1K$24.4M4.2%Held
Arcellx Inc332.9K$21.7M3.7%Held
Roivant Sciences Ltd.ROIV966.7K$21M3.6%Held
Terns Pharmaceuticals Inc429.2K$17.3M3.0%Held
Twist Bioscience CorpTWST518.4K$16.4M2.8%Held
Immunovant, Inc.IMVT645K$16.4M2.8%Held
Dyne Therapeutics, Inc.DYN835.2K$16.3M2.8%Held
Xenon Pharmaceuticals Inc.XENE348.6K$15.6M2.7%Held
Surrozen Inc619.8K$12.7M2.2%Held
Celcuity Inc.CELC118.3K$11.8M2.0%Held
Mineralys Therapeutics, Inc.MLYS290K$10.5M1.8%Held
Madrigal Pharmaceuticals, Inc.MDGL17.7K$10.3M1.8%Held
Adaptive Biotechnologies Cor606.8K$9.85M1.7%Held
Palisade Bio, Inc.PALI4.19M$9.85M1.7%Held
Cytokinetics IncCYTK147K$9.34M1.6%Held
Edgewise Therapeutics, Inc.EWTX360.9K$8.96M1.5%Held
Bright Minds Biosciences Inc.DRUG97.3K$7.6M1.3%Held
Nektar TherapeuticsNKTR178.3K$7.54M1.3%Held
Johnson & JohnsonJNJ35K$7.24M1.2%Held
Denali Therapeutics Inc.DNLI419.1K$6.92M1.2%Held
Amylyx Pharmaceuticals, Inc.AMLX565.1K$6.83M1.2%Held
ClearPoint Neuro, Inc.CLPT481.9K$6.59M1.1%Held
Arcutis Biotherapeutics, Inc.ARQT224.7K$6.53M1.1%Held
EyePoint, Inc.EYPT353.8K$6.46M1.1%Held
Immatics N.V.IMTX610.3K$6.41M1.1%Held
Ocular Therapeutix, IncOCUL522.7K$6.35M1.1%Held
Rhythm Pharmaceuticals, Inc.RYTM58.9K$6.31M1.1%Held
Praxis Precision Medicines I21.1K$6.21M1.1%Held
Apogee Therapeutics, Inc.APGE80.6K$6.08M1.0%Held
Incyte CorpINCY61.4K$6.07M1.0%Held
IDEAYA Biosciences, Inc.IDYA161.7K$5.59M1.0%Held
Assembly Biosciences, Inc.ASMB156.7K$5.33M0.9%Held
Maze Therapeutics, Inc.MAZE125.9K$5.22M0.9%Held
Protagonist Therapeutics, IncPTGX59.4K$5.19M0.9%Held
Eli Lilly & CoLLY4.76K$5.11M0.9%Held
Trevi Therapeutics, Inc.TRVI399.6K$5M0.9%Held
Revolution Medicines Inc62K$4.94M0.8%Held
Viridian Therapeutics Inc154.3K$4.8M0.8%Held
Arbutus Biopharma CorpABUS986.8K$4.75M0.8%Held
Moonlake ImmunotherapeuticsMLTX348.4K$4.59M0.8%Held
CytomX Therapeutics, Inc.CTMX1.04M$4.41M0.8%Held
X4 Pharmaceuticals, IncXFOR898.5K$3.59M0.6%Held
Whitehawk Therapeutics, Inc.WHWK1.46M$3.53M0.6%Held
Dianthus Therapeutics Inc79.3K$3.27M0.6%Held
Ascendis Pharma A/SASND14.8K$3.16M0.5%Held
Repligen CorpRGEN15.7K$2.57M0.4%Held
Newamsterdam Pharma Company73.1K$2.56M0.4%Held
MBX Biosciences, Inc.MBX78.6K$2.48M0.4%Held
Quince Therapeutics, Inc.QNCX739.3K$2.48M0.4%Held
Avalo Therapeutics, Inc.AVTX135.6K$2.46M0.4%Held
Invivyd, Inc.IVVD989.8K$2.44M0.4%Held
Meiragtx Hldgs Plc287.7K$2.29M0.4%Held
Inventiva Sa467.2K$2.17M0.4%Held
AbbVie Inc.ABBV9.32K$2.13M0.4%Held
Adc Therapeutics SaADCT502.6K$1.77M0.3%Held
MapLight Therapeutics, Inc.MPLT100K$1.76M0.3%Held
Pharvaris N.V.PHVS58.4K$1.62M0.3%Held
Legend Biotech CorpLEGN73.3K$1.59M0.3%Held
Belite Bio, IncBLTE9.16K$1.47M0.3%Held
Xilio Therapeutics, Inc.XLO2.03M$1.3M0.2%Held
Evommune, Inc.EVMN68.2K$1.17M0.2%Held
Bridgebio Oncology Therapeut86.5K$1.08M0.2%Held
Spyre Therapeutics, Inc.SYRE32.4K$1.06M0.2%Held
Uniqure Nv43.5K$1.04M0.2%Held
Taysha Gene Therapies, Inc.TSHA182.1K$1M0.2%Held
Monte Rosa Therapeutics, Inc.GLUE61.6K$965.5K0.2%Held
Sab Biotherapeutics Inc146.6K$548.1K0.1%Held
Vanda Pharmaceuticals Inc.VNDA59K$520.3K0.1%Held
Capricor Therapeutics, Inc.CAPR17.9K$515.2K0.1%Held
Pasithea Therapeutics Corp355.1K$458.1K0.1%Held
Vistagen Therapeutics, Inc.VTGN616.7K$142.1K0.0%Held

Positions as of Q4 2025. 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.