13F HOLDINGS REPORT
STEMPOINT CAPITAL LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001189
Total Value
$313.7M
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | ROIV | 2,578,860 | $26.0M | 8.29% |
| 2 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,598,594 | $19.6M | 6.26% |
| 3 | SCHOLAR ROCK HLDG CORP | SRRK | 566,212 | $18.2M | 5.80% |
| 4 | ARCELLX INC | ACLX | 273,774 | $18.0M | 5.73% |
| 5 | MERUS N V | N5749R100 | 346,756 | $14.6M | 4.65% |
| 6 | IMMUNOVANT INC | IMVT | 853,472 | $14.6M | 4.65% |
| 7 | MADRIGAL PHARMACEUTICALS INC | MDGL | 40,936 | $13.6M | 4.32% |
| 8 | NUVALENT INC | NUVL | 190,401 | $13.5M | 4.30% |
| 9 | REVOLUTION MEDICINES INC | RVMDW | 318,782 | $11.3M | 3.59% |
| 10 | JANUX THERAPEUTICS INC | JANX | 342,062 | $9.2M | 2.94% |
| 11 | XENON PHARMACEUTICALS INC | XENE | 274,633 | $9.2M | 2.94% |
| 12 | DENALI THERAPEUTICS INC | DNLI | 667,078 | $9.1M | 2.89% |
| 13 | CENTESSA PHARMACEUTICALS PLC | CNTA | 593,335 | $8.5M | 2.72% |
| 14 | UNIQURE NV | QURE | 731,039 | $7.7M | 2.47% |
| 15 | BRIDGEBIO PHARMA INC | BBIO | 208,437 | $7.2M | 2.30% |
| 16 | CG ONCOLOGY INC | CGON | 289,823 | $7.1M | 2.26% |
| 17 | SPRINGWORKS THERAPEUTICS INC | 85205L107 | 159,305 | $7.0M | 2.24% |
| 18 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 440,073 | $6.9M | 2.19% |
| 19 | INSMED INC | INSM | 87,059 | $6.6M | 2.12% |
| 20 | ALKERMES PLC | ALKS | 192,352 | $6.4M | 2.02% |
| 21 | AKERO THERAPEUTICS INC | 00973Y108 | 156,185 | $6.3M | 2.02% |
| 22 | BIOHAVEN LTD | BHVN | 250,564 | $6.0M | 1.92% |
| 23 | CYTOKINETICS INC | CYTK | 149,648 | $6.0M | 1.92% |
| 24 | BLUEPRINT MEDICINES CORP | 09627Y109 | 61,927 | $5.5M | 1.75% |
| 25 | PROTARA THERAPEUTICS INC | TARA | 1,190,579 | $5.1M | 1.62% |
| 26 | KALVISTA PHARMACEUTICALS INC | KALV | 386,837 | $4.5M | 1.42% |
| 27 | VISTAGEN THERAPEUTICS INC | VTGN | 1,749,805 | $4.4M | 1.39% |
| 28 | EDGEWISE THERAPEUTICS INC | EWTX | 180,255 | $4.0M | 1.26% |
| 29 | SURROZEN INC | SRZNW | 240,826 | $2.8M | 0.90% |
| 30 | PROTAGONIST THERAPEUTICS INC | PTGX | 49,241 | $2.4M | 0.76% |
| 31 | ENLIVEN THERAPEUTICS INC | ELVN | 120,430 | $2.4M | 0.76% |
| 32 | NEUROCRINE BIOSCIENCES INC | NBIX | 21,052 | $2.3M | 0.74% |
| 33 | ASCENDIS PHARMA A/S | ASND | 14,732 | $2.3M | 0.73% |
| 34 | HELIX ACQUISITION CORP II | HLXC | 200,900 | $2.3M | 0.72% |
| 35 | SPYRE THERAPEUTICS INC | SYRE | 136,139 | $2.2M | 0.70% |
| 36 | AMICUS THERAPEUTICS INC | FOLD | 268,919 | $2.2M | 0.70% |
| 37 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 104,585 | $2.1M | 0.68% |
| 38 | RHYTHM PHARMACEUTICALS INC | RYTM | 33,816 | $1.8M | 0.57% |
| 39 | ARBUTUS BIOPHARMA CORP | ABUS | 467,882 | $1.6M | 0.52% |
| 40 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 150,000 | $1.5M | 0.49% |
| 41 | GERON CORP | GERN | 960,307 | $1.5M | 0.49% |
| 42 | IDEAYA BIOSCIENCES INC | IDYA | 66,999 | $1.1M | 0.35% |
| 43 | ZAI LAB LTD | ZLAB | 26,421 | $954,855 | 0.30% |
| 44 | OCULAR THERAPEUTIX INC | OCUL | 124,523 | $912,754 | 0.29% |
| 45 | DYNE THERAPEUTICS INC | DYN | 84,430 | $883,138 | 0.28% |
| 46 | SOLENO THERAPEUTICS INC | SLNO | 11,155 | $797,025 | 0.25% |
| 47 | INFLARX NV | IFRX | 725,019 | $739,519 | 0.24% |
| 48 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $737,176 | 0.23% |
| 49 | SOLID BIOSCIENCES INC | SLDB | 198,150 | $733,155 | 0.23% |
| 50 | WAVE LIFE SCIENCES LTD | WVE | 89,833 | $725,851 | 0.23% |
| 51 | MBX BIOSCIENCES INC | MBX | 96,615 | $713,019 | 0.23% |
| 52 | SIONNA THERAPEUTICS INC | SION | 60,000 | $627,600 | 0.20% |
| 53 | BICARA THERAPEUTICS INC | BCAX | 47,078 | $613,426 | 0.20% |
| 54 | EDGEWISE THERAPEUTICS INC | EWTX | 50,000 | $237,500 | 0.08% |
| 55 | CVS HEALTH CORP | CVS | 64,100 | $165,058 | 0.05% |
| 56 | MINERALYS THERAPEUTICS INC | MLYS | 125,000 | $93,750 | 0.03% |
| 57 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 100,000 | $42,500 | 0.01% |
| 58 | KALVISTA PHARMACEUTICALS INC | KALV | 100,000 | $32,500 | 0.01% |
| 59 | ETFIS SER TR I | 26923G301 | 132,500 | $16,563 | 0.01% |
| 60 | RHYTHM PHARMACEUTICALS INC | RYTM | 10,000 | $15,500 | 0.00% |
| 61 | MERCK & CO INC | MRK | 151,700 | $8,344 | 0.00% |
| 62 | NOVO-NORDISK A S | NONOF | 151,700 | $3,793 | 0.00% |