13F HOLDINGS REPORT
STEMPOINT CAPITAL LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000514
Total Value
$400.6M
Positions
58
Other Managers
0
Confidential Omitted
No
Holdings (58)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,872,601 | $38.0M | 9.48% |
| 2 | ROIVANT SCIENCES LTD | ROIV | 2,712,778 | $32.1M | 8.01% |
| 3 | IMMUNOVANT INC | IMVT | 1,118,508 | $27.7M | 6.92% |
| 4 | MERUS N V | N5749R100 | 614,812 | $25.9M | 6.45% |
| 5 | CRINETICS PHARMACEUTICALS IN | CRNX | 317,060 | $16.2M | 4.05% |
| 6 | XENON PHARMACEUTICALS INC | XENE | 375,845 | $14.7M | 3.68% |
| 7 | INCYTE CORP | INCY | 193,623 | $13.4M | 3.34% |
| 8 | ALKERMES PLC | ALKS | 416,968 | $12.0M | 2.99% |
| 9 | DENALI THERAPEUTICS INC | DNLI | 584,328 | $11.9M | 2.97% |
| 10 | RHYTHM PHARMACEUTICALS INC | RYTM | 208,016 | $11.6M | 2.91% |
| 11 | NUVALENT INC | NUVL | 145,234 | $11.4M | 2.84% |
| 12 | CENTESSA PHARMACEUTICALS PLC | CNTA | 641,964 | $10.8M | 2.68% |
| 13 | PRAXIS PRECISION MEDICINES I | PRAX | 134,178 | $10.3M | 2.58% |
| 14 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 166,068 | $9.4M | 2.34% |
| 15 | WAVE LIFE SCIENCES LTD | WVE | 721,209 | $8.9M | 2.23% |
| 16 | REVOLUTION MEDICINES INC | RVMDW | 193,535 | $8.5M | 2.11% |
| 17 | KALVISTA PHARMACEUTICALS INC | KALV | 992,803 | $8.4M | 2.10% |
| 18 | JANUX THERAPEUTICS INC | JANX | 145,876 | $7.8M | 1.95% |
| 19 | INSMED INC | INSM | 106,610 | $7.4M | 1.84% |
| 20 | SCHOLAR ROCK HLDG CORP | SRRK | 166,307 | $7.2M | 1.79% |
| 21 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 949,401 | $7.0M | 1.75% |
| 22 | BIONTECH SE | BNTX | 61,403 | $7.0M | 1.75% |
| 23 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 500,966 | $7.0M | 1.74% |
| 24 | BIOHAVEN LTD | BHVN | 186,413 | $7.0M | 1.74% |
| 25 | PROTAGONIST THERAPEUTICS INC | PTGX | 141,714 | $5.5M | 1.37% |
| 26 | ACELYRIN INC | 00445A100 | 1,704,825 | $5.4M | 1.34% |
| 27 | VISTAGEN THERAPEUTICS INC | VTGN | 1,711,743 | $5.0M | 1.26% |
| 28 | SURROZEN INC | SRZNW | 350,573 | $5.0M | 1.26% |
| 29 | MINERALYS THERAPEUTICS INC | MLYS | 400,101 | $4.9M | 1.23% |
| 30 | NEUMORA THERAPEUTICS INC. | NMRA | 428,137 | $4.5M | 1.13% |
| 31 | EYEPOINT PHARMACEUTICALS INC | EYPT | 579,500 | $4.3M | 1.08% |
| 32 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 101,809 | $4.3M | 1.07% |
| 33 | 89BIO INC | 282559103 | 545,800 | $4.3M | 1.07% |
| 34 | CYTOKINETICS INC | CYTK | 83,576 | $3.9M | 0.98% |
| 35 | CONTINEUM THERAPEUTICS INC | CTNM | 265,833 | $3.9M | 0.97% |
| 36 | EDGEWISE THERAPEUTICS INC | EWTX | 132,706 | $3.5M | 0.88% |
| 37 | ROCKET PHARMACEUTICALS INC | RCKTW | 270,983 | $3.4M | 0.85% |
| 38 | JASPER THERAPEUTICS INC | JSPRW | 135,244 | $2.9M | 0.72% |
| 39 | TOURMALINE BIO INC | 89157D105 | 126,400 | $2.6M | 0.64% |
| 40 | ENLIVEN THERAPEUTICS INC | ELVN | 96,716 | $2.2M | 0.54% |
| 41 | HELIX ACQUISITION CORP II | HLXC | 200,900 | $2.1M | 0.53% |
| 42 | PROTARA THERAPEUTICS INC | TARA | 332,394 | $1.8M | 0.44% |
| 43 | UNIQURE NV | QURE | 90,000 | $1.6M | 0.40% |
| 44 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 150,000 | $1.5M | 0.38% |
| 45 | VERONA PHARMA PLC | 925050106 | 28,136 | $1.3M | 0.33% |
| 46 | CIDARA THERAPEUTICS INC | 171757206 | 47,642 | $1.3M | 0.32% |
| 47 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $897,148 | 0.22% |
| 48 | ATYR PHARMA INC | ATYR | 200,475 | $725,720 | 0.18% |
| 49 | INVESCO QQQ TR | IVZ | 70,000 | $514,500 | 0.13% |
| 50 | TECTONIC THERAPEUTIC INC | TECX | 9,434 | $435,568 | 0.11% |
| 51 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 575,000 | $330,625 | 0.08% |
| 52 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 1,000,000 | $250,000 | 0.06% |
| 53 | SCHOLAR ROCK HLDG CORP | SRRK | 100,000 | $227,500 | 0.06% |
| 54 | SPDR S&P 500 ETF TR | SPY | 35,000 | $214,025 | 0.05% |
| 55 | SPDR S&P 500 ETF TR | SPY | 50,000 | $199,750 | 0.05% |
| 56 | HIMS & HERS HEALTH INC | HIMS | 75,000 | $75,000 | 0.02% |
| 57 | SYNDAX PHARMACEUTICALS INC | SNDX | 150,000 | $30,000 | 0.01% |
| 58 | SYNDAX PHARMACEUTICALS INC | SNDX | 84,100 | $21,025 | 0.01% |