13F HOLDINGS REPORT
STEMPOINT CAPITAL LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002033
Total Value
$311.6M
Positions
54
Other Managers
0
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SYNDAX PHARMACEUTICALS INC | SNDX | 2,372,634 | $22.2M | 7.13% |
| 2 | IMMUNOVANT INC | IMVT | 1,300,860 | $20.8M | 6.68% |
| 3 | SCHOLAR ROCK HLDG CORP | SRRK | 528,115 | $18.7M | 6.00% |
| 4 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,265,672 | $16.6M | 5.34% |
| 5 | MADRIGAL PHARMACEUTICALS INC | MDGL | 52,694 | $15.9M | 5.12% |
| 6 | MERUS N V | N5749R100 | 266,094 | $14.0M | 4.49% |
| 7 | ARCELLX INC | ACLX | 201,452 | $13.3M | 4.26% |
| 8 | CIDARA THERAPEUTICS INC | 171757206 | 266,774 | $13.0M | 4.17% |
| 9 | RHYTHM PHARMACEUTICALS INC | RYTM | 176,752 | $11.2M | 3.58% |
| 10 | ALKERMES PLC | ALKS | 351,124 | $10.0M | 3.22% |
| 11 | DENALI THERAPEUTICS INC | DNLI | 707,915 | $9.9M | 3.18% |
| 12 | LEGEND BIOTECH CORP | LEGN | 270,144 | $9.6M | 3.08% |
| 13 | GERON CORP | GERN | 6,649,244 | $9.4M | 3.01% |
| 14 | ZAI LAB LTD | ZLAB | 250,438 | $8.8M | 2.81% |
| 15 | MINERALYS THERAPEUTICS INC | MLYS | 631,586 | $8.6M | 2.74% |
| 16 | UNIQURE NV | QURE | 572,615 | $8.0M | 2.56% |
| 17 | ROIVANT SCIENCES LTD | ROIV | 601,781 | $6.8M | 2.18% |
| 18 | AKERO THERAPEUTICS INC | 00973Y108 | 116,779 | $6.2M | 2.00% |
| 19 | INSMED INC | INSM | 61,578 | $6.2M | 1.99% |
| 20 | SURROZEN INC | SRZNW | 686,539 | $6.1M | 1.97% |
| 21 | WAVE LIFE SCIENCES LTD | WVE | 900,338 | $5.9M | 1.88% |
| 22 | LENZ THERAPEUTICS INC | LENZ | 183,912 | $5.4M | 1.73% |
| 23 | NUVALENT INC | NUVL | 59,828 | $4.6M | 1.47% |
| 24 | KALVISTA PHARMACEUTICALS INC | KALV | 386,790 | $4.4M | 1.40% |
| 25 | APOGEE THERAPEUTICS INC | APGE | 84,466 | $3.7M | 1.18% |
| 26 | VISTAGEN THERAPEUTICS INC | VTGN | 1,796,505 | $3.6M | 1.15% |
| 27 | IDEAYA BIOSCIENCES INC | IDYA | 165,885 | $3.5M | 1.12% |
| 28 | PROTARA THERAPEUTICS INC | TARA | 1,143,677 | $3.5M | 1.11% |
| 29 | HELIX ACQUISITION CORP II | HLXC | 315,812 | $3.3M | 1.06% |
| 30 | EYEPOINT PHARMACEUTICALS INC | EYPT | 329,254 | $3.1M | 0.99% |
| 31 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 205,672 | $2.9M | 0.93% |
| 32 | REZOLUTE INC | RZLT | 644,654 | $2.9M | 0.92% |
| 33 | TAYSHA GENE THERAPIES INC | TSHA | 1,203,941 | $2.8M | 0.89% |
| 34 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 152,652 | $2.8M | 0.89% |
| 35 | BIOHAVEN LTD | BHVN | 174,754 | $2.5M | 0.79% |
| 36 | REGENERON PHARMACEUTICALS | REGN | 4,672 | $2.5M | 0.79% |
| 37 | BRIDGEBIO PHARMA INC | BBIO | 54,630 | $2.4M | 0.76% |
| 38 | JANUX THERAPEUTICS INC | JANX | 89,933 | $2.1M | 0.67% |
| 39 | ORIC PHARMACEUTICALS INC | ORIC | 200,785 | $2.0M | 0.65% |
| 40 | MBX BIOSCIENCES INC | MBX | 141,021 | $1.6M | 0.52% |
| 41 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 150,000 | $1.6M | 0.51% |
| 42 | PRAXIS PRECISION MEDICINES I | PRAX | 32,255 | $1.4M | 0.44% |
| 43 | GH RESEARCH PLC | GHRS | 100,826 | $1.2M | 0.39% |
| 44 | TANGO THERAPEUTICS INC | TNGX | 208,800 | $1.1M | 0.34% |
| 45 | PROTAGONIST THERAPEUTICS INC | PTGX | 16,770 | $926,761 | 0.30% |
| 46 | TECTONIC THERAPEUTIC INC | TECX | 40,000 | $794,800 | 0.26% |
| 47 | ADC THERAPEUTICS SA | ADCT | 283,286 | $759,206 | 0.24% |
| 48 | VERONA PHARMA PLC | 925050106 | 7,407 | $700,554 | 0.22% |
| 49 | ABIVAX SA | AAVXF | 87,748 | $671,272 | 0.22% |
| 50 | ROIVANT SCIENCES LTD | ROIV | 915,000 | $617,625 | 0.20% |
| 51 | MIND MEDICINE MINDMED INC | 60255C885 | 90,852 | $589,629 | 0.19% |
| 52 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $524,370 | 0.17% |
| 53 | IMMUNOVANT INC | IMVT | 100,000 | $310,000 | 0.10% |
| 54 | GERON CORP | GERN | 300,000 | $52,500 | 0.02% |