← Back to Discover
STEMPOINT CAPITAL LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $580,521,914
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TANGO THERAPEUTICS INC · COM · 87583X109 · shares: $38,231,574
- ABIVAX SA · SPONSORED ADS · 00370M103 · shares: $37,800,132
- REVOLUTION MEDICINES INC · COM · 76155X100 · shares: $29,954,125
- ERASCA INC · COM · 29479A108 · shares: $28,687,526
- TYRA BIOSCIENCES INC · COM · 90240B106 · shares: $20,210,163
- DIANTHUS THERAPEUTICS INC · COM · 252828108 · shares: $19,578,955
- ENLIVEN THERAPEUTICS INC · COM · 29337E102 · shares: $17,605,886
- MINERALYS THERAPEUTICS INC · COM · 603170101 · shares: $16,260,468
- BIOHAVEN LTD · COM · G1110E107 · shares: $15,835,296
- SURROZEN INC · COM NEW · 86889P208 · shares: $13,786,568
Reported holdings
85 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 1,223,019 shares | $38,231,574 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | — | 283,657 shares | $37,800,132 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 159,943 shares | $29,954,125 |
| ERASCA INC | COM | 29479A108 | — | 1,565,913 shares | $28,687,526 |
| TYRA BIOSCIENCES INC | COM | 90240B106 | — | 632,754 shares | $20,210,163 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 200,851 shares | $19,578,955 |
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | — | 346,914 shares | $17,605,886 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 602,686 shares | $16,260,468 |
| BIOHAVEN LTD | COM | G1110E107 | — | 1,064,200 shares | $15,835,296 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | G52694109 | — | 209,234 shares | $13,380,514 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | — | 239,146 shares | $13,153,030 |
| ALKERMES PLC | SHS | G01767105 | — | 248,015 shares | $12,994,746 |
| FIRST TRACKS BIOTHERAPEUTICS | ORD SHS | 337185102 | — | 622,723 shares | $12,529,187 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 37,243 shares | $12,468,584 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 348,408 shares | $12,330,159 |
| BIOAGE LABS INC | COM | 09077V100 | — | 464,171 shares | $11,376,831 |
| CG ONCOLOGY INC | COM | 156944100 | — | 159,349 shares | $11,321,746 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 116,461 shares | $11,083,593 |
| IMMUNOVANT INC | COM | 45258J102 | — | 276,527 shares | $10,654,585 |
| CELCUITY INC | COM | 15102K100 | — | 98,203 shares | $10,273,998 |
| RELMADA THERAPEUTICS INC | COM | 75955J402 | — | 1,460,093 shares | $10,103,844 |
| CLIMB BIO INC | COM | 28658R106 | — | 742,745 shares | $9,685,395 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 106,926 shares | $9,492,890 |
| ZURA BIO LTD | CLASS A ORD SHS | G9TY5A101 | — | 1,368,215 shares | $8,072,469 |
| INFLARX NV | COM | N44821101 | — | 3,228,255 shares | $7,231,291 |
| SURROZEN INC | COM NEW | 86889P208 | — | 273,140 shares | $7,087,983 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | — | 384,304 shares | $6,902,100 |
| SURROZEN INC | COM NEW | 86889P208 | — | 329,658 shares | $6,698,585 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 178,412 shares | $6,638,711 |
| OVID THERAPEUTICS INC | COM | 690469101 | — | 2,417,283 shares | $6,502,491 |
| EQUILLIUM INC | COM | 29446K106 | — | 2,016,607 shares | $6,453,142 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 137,124 shares | $6,450,313 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 75,603 shares | $6,440,620 |
| DAMORA THERAPEUTICS INC | COM NEW | 36322Q206 | — | 216,194 shares | $5,623,206 |
| INVENTIVA SA | ADS | 46124U107 | — | 1,426,320 shares | $5,391,490 |
| CENTURY THERAPEUTICS INC | COM | 15673T100 | — | 2,146,182 shares | $5,258,146 |
| AURA BIOSCIENCES INC | COM | 05153U107 | — | 714,280 shares | $5,071,388 |
| EYEPOINT INC | COM NEW | 30233G209 | — | 338,471 shares | $4,840,135 |
| ASSEMBLY BIOSCIENCES INC | COM NEW | 045396207 | — | 170,378 shares | $4,681,987 |
| WHITEHAWK THERAPEUTICS INC | COM | 00032Q104 | — | 1,021,037 shares | $4,676,349 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 76,075 shares | $4,591,887 |
| UNIQURE NV | SHS | N90064101 | — | 88,115 shares | $4,058,577 |
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | — | 284,769 shares | $4,029,481 |
| AVALYN PHARMACEUTICALS INC | COM SHS | 05348Y105 | — | 118,000 shares | $3,884,560 |
| MAPLIGHT THERAPEUTICS INC | COM | 56565P103 | — | 106,906 shares | $3,831,511 |
| ALUMIS INC | COM | 022307102 | — | 135,736 shares | $3,819,611 |
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | — | 15,375 shares | $3,763,339 |
| MONTE ROSA THERAPEUTICS INC | COM | 61225M102 | — | 153,544 shares | $3,715,765 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | — | 143,167 shares | $3,622,125 |
| SOLID BIOSCIENCES INC | COM NEW | 83422E204 | — | 358,780 shares | $3,584,212 |
| PERSONALIS INC | COM | 71535D106 | — | 247,783 shares | $3,320,292 |
| CRESCENT BIOPHARMA INC. | COM | G2545C104 | — | 182,382 shares | $3,282,876 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | — | 39,198 shares | $3,195,029 |
| KODIAK SCIENCES INC | COM | 50015M109 | — | 75,872 shares | $2,955,973 |
| PHARVARIS N V | COM | N69605108 | — | 80,907 shares | $2,797,764 |
| MONOPAR THERAPEUTICS INC | COM NEW | 61023L207 | — | 30,125 shares | $2,789,274 |
| RAPPORT THERAPEUTICS INC | COM | 75383L102 | — | 66,582 shares | $2,774,472 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | — | 77,589 shares | $2,629,491 |
| SIONNA THERAPEUTICS INC | COM | 829401108 | — | 59,426 shares | $2,614,150 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 98,945 shares | $2,594,338 |
| C4 THERAPEUTICS INC | COM STK | 12529R107 | — | 523,648 shares | $2,445,436 |
| SPRUCE BIOSCIENCES INC | COM NEW | 85209E208 | — | 41,388 shares | $2,234,952 |
| CUE BIOPHARMA INC | COM | 22978P205 | — | 66,995 shares | $2,114,362 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | — | 38,178 shares | $2,049,013 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | — | 16,303 shares | $1,998,422 |
| HELIX ACQUISITION CORP III | USD CL A ORD SHS | G4444S107 | — | 171,671 shares | $1,826,579 |
| BIODESIX INC | COM | 09075X207 | — | 70,000 shares | $1,578,500 |
| TENAX THERAPEUTICS INC | COM NEW | 88032L605 | — | 96,273 shares | $1,400,772 |
| SAB BIOTHERAPEUTICS INC | COM NEW | 78397T202 | — | 342,631 shares | $1,336,261 |
| CALCIMEDICA INC | COM NEW | 38942Q202 | — | 1,244,864 shares | $1,195,661 |
| LB PHARMACEUTICALS INC | COM SHS | 50180M108 | — | 31,785 shares | $1,031,582 |
| CELLECTAR BIOSCIENCES INC | COM NEW | 15117F880 | — | 354,938 shares | $986,728 |
| PERSONALIS INC | COM | 71535D106 | CALL | 470,000 shares | $810,750 |
| PROQR THRAPEUTICS N V | SHS EURO | N71542109 | — | 431,054 shares | $801,760 |
| BIOHAVEN LTD | COM | G1110E107 | CALL | 500,000 shares | $525,000 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | PUT | 250,000 shares | $400,000 |
| ASTRAZENECA PLC | ORD | G0593M107 | CALL | 25,000 shares | $180,000 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | CALL | 400,000 shares | $178,000 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | CALL | 100,000 shares | $175,000 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | PUT | 30,000 shares | $127,500 |
| ERASCA INC | COM | 29479A108 | PUT | 200,000 shares | $90,000 |
| ARK ETF TR | GENOMIC REV ETF | 00214Q302 | PUT | 100,000 shares | $75,000 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | PUT | 100,000 shares | $40,000 |
| VISTAGEN THERAPEUTICS INC | COM | 92840H400 | — | 616,749 shares | $17,276 |
| AMGEN INC | COM | 031162100 | PUT | 15,000 shares | $15,000 |