13F HOLDINGS REPORT (Amended)
STEMPOINT CAPITAL LP
Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001420506-24-001315
Total Value
$378.3M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | ROIV | 3,553,844 | $37.5M | 9.90% |
| 2 | CRINETICS PHARMACEUTICALS IN | CRNX | 619,789 | $29.0M | 7.67% |
| 3 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,100,988 | $26.2M | 6.93% |
| 4 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 2,205,899 | $21.9M | 5.78% |
| 5 | IMMUNOVANT INC | IMVT | 627,228 | $20.3M | 5.36% |
| 6 | AUTOLUS THERAPEUTICS PLC | AUTL | 2,965,721 | $18.9M | 5.00% |
| 7 | AMICUS THERAPEUTICS INC | FOLD | 1,547,141 | $18.2M | 4.82% |
| 8 | CABALETTA BIO INC | CABA | 1,003,916 | $17.1M | 4.53% |
| 9 | KALVISTA PHARMACEUTICALS INC | KALV | 1,161,060 | $13.8M | 3.64% |
| 10 | APPLIED THERAPEUTICS INC | 03828A101 | 2,017,016 | $13.7M | 3.63% |
| 11 | ELI LILLY & CO | LLY | 15,067 | $11.7M | 3.10% |
| 12 | MERUS N V | N5749R100 | 233,871 | $10.5M | 2.78% |
| 13 | ARCELLX INC | ACLX | 140,267 | $9.8M | 2.58% |
| 14 | TARSUS PHARMACEUTICALS INC | TARS | 222,253 | $8.1M | 2.14% |
| 15 | PYXIS ONCOLOGY INC | PYXS | 1,794,195 | $7.6M | 2.02% |
| 16 | INSMED INC | INSM | 272,448 | $7.4M | 1.95% |
| 17 | VISTAGEN THERAPEUTICS INC | VTGN | 1,231,833 | $6.5M | 1.72% |
| 18 | TOURMALINE BIO INC | 89157D105 | 274,219 | $6.3M | 1.66% |
| 19 | ANAPTYSBIO INC | ANABV | 269,548 | $6.1M | 1.60% |
| 20 | LARIMAR THERAPEUTICS INC | LRMR | 740,877 | $5.6M | 1.49% |
| 21 | IMMATICS N.V | IMTX | 491,926 | $5.2M | 1.37% |
| 22 | SOLENO THERAPEUTICS INC | SLNO | 115,833 | $5.0M | 1.31% |
| 23 | ACELYRIN INC | 00445A100 | 714,773 | $4.8M | 1.28% |
| 24 | JANUX THERAPEUTICS INC | JANX | 121,642 | $4.6M | 1.21% |
| 25 | BIOHAVEN LTD | BHVN | 83,461 | $4.6M | 1.21% |
| 26 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 90,647 | $4.6M | 1.20% |
| 27 | ANNEXON INC | ANNX | 605,117 | $4.3M | 1.15% |
| 28 | FULCRUM THERAPEUTICS INC | FULC | 407,108 | $3.8M | 1.02% |
| 29 | IDEAYA BIOSCIENCES INC | IDYA | 87,393 | $3.8M | 1.01% |
| 30 | JASPER THERAPEUTICS INC | JSPRW | 129,211 | $3.8M | 1.00% |
| 31 | AVADEL PHARMACEUTICALS PLC | G29687103 | 223,660 | $3.8M | 1.00% |
| 32 | DISC MEDICINE INC | IRON | 60,129 | $3.7M | 0.99% |
| 33 | TAYSHA GENE THERAPIES INC | TSHA | 1,087,785 | $3.1M | 0.83% |
| 34 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $2.8M | 0.74% |
| 35 | ASTRIA THERAPEUTICS INC | 04635X102 | 230,273 | $2.7M | 0.71% |
| 36 | SPYRE THERAPEUTICS INC | SYRE | 62,253 | $2.4M | 0.62% |
| 37 | HELIX ACQUISITION CORP II | HLXC | 200,000 | $2.1M | 0.55% |
| 38 | EFFECTOR THERAPEUTICS INC | 28202V207 | 132,793 | $1.9M | 0.51% |
| 39 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 80,334 | $1.9M | 0.50% |
| 40 | CG ONCOLOGY INC | CGON | 40,723 | $1.8M | 0.47% |
| 41 | ACHILLES THERAPEUTICS PLC | 00449L102 | 1,385,750 | $1.7M | 0.46% |
| 42 | PRAXIS PRECISION MEDICINES I | PRAX | 26,893 | $1.6M | 0.43% |
| 43 | DIANTHUS THERAPEUTICS INC | DNTH | 43,456 | $1.3M | 0.34% |
| 44 | CARGO THERAPEUTICS INC | 14179K101 | 51,126 | $1.1M | 0.30% |
| 45 | CABALETTA BIO INC | CABA | 500,000 | $1.1M | 0.28% |
| 46 | KYVERNA THERAPEUTICS INC | KYTX | 41,000 | $1.0M | 0.27% |
| 47 | SPDR SER TR | 78464A870 | 1,200,000 | $876,000 | 0.23% |
| 48 | PROTARA THERAPEUTICS INC | TARA | 168,442 | $675,452 | 0.18% |
| 49 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 825,000 | $515,625 | 0.14% |
| 50 | IMMUNOVANT INC | IMVT | 250,000 | $318,750 | 0.08% |
| 51 | MERUS N V | N5749R100 | 85,000 | $212,500 | 0.06% |
| 52 | AVIDITY BIOSCIENCES INC | 05370A108 | 75,000 | $183,750 | 0.05% |
| 53 | CRINETICS PHARMACEUTICALS IN | CRNX | 175,000 | $157,500 | 0.04% |
| 54 | ARCELLX INC | ACLX | 50,000 | $135,000 | 0.04% |
| 55 | BIOHAVEN LTD | BHVN | 30,000 | $121,500 | 0.03% |
| 56 | AMICUS THERAPEUTICS INC | FOLD | 400,000 | $120,000 | 0.03% |
| 57 | VERA THERAPEUTICS INC | VERA | 40,000 | $75,000 | 0.02% |
| 58 | KRYSTAL BIOTECH INC | KRYS | 20,000 | $71,000 | 0.02% |
| 59 | AUTOLUS THERAPEUTICS PLC | AUTL | 250,000 | $68,750 | 0.02% |
| 60 | ROIVANT SCIENCES LTD | ROIV | 750,000 | $56,250 | 0.01% |
| 61 | TARSUS PHARMACEUTICALS INC | TARS | 50,000 | $41,250 | 0.01% |
| 62 | PROTARA THERAPEUTICS INC | TARA | 87,900 | $13,185 | 0.00% |
| 63 | UNITED THERAPEUTICS CORP DEL | UTHR | 10,000 | $10,750 | 0.00% |