13F HOLDINGS REPORT
STEMPOINT CAPITAL LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003308
Total Value
$499.1M
Positions
90
Other Managers
0
Confidential Omitted
No
Holdings (90)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | ROIV | 4,197,187 | $63.5M | 12.72% |
| 2 | UNIQURE NV | QURE | 522,155 | $30.5M | 6.11% |
| 3 | SCHOLAR ROCK HLDG CORP | SRRK | 726,204 | $27.0M | 5.42% |
| 4 | IMMUNOVANT INC | IMVT | 1,589,580 | $25.6M | 5.13% |
| 5 | DENALI THERAPEUTICS INC | DNLI | 1,734,659 | $25.2M | 5.05% |
| 6 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,366,205 | $21.0M | 4.21% |
| 7 | CENTESSA PHARMACEUTICALS PLC | CNTA | 655,385 | $15.9M | 3.18% |
| 8 | WAVE LIFE SCIENCES LTD | WVE | 2,110,152 | $15.4M | 3.09% |
| 9 | BIOHAVEN LTD | BHVN | 1,017,311 | $15.3M | 3.06% |
| 10 | CIDARA THERAPEUTICS INC | 171757206 | 152,325 | $14.6M | 2.92% |
| 11 | ABIVAX SA | AAVXF | 166,273 | $14.1M | 2.83% |
| 12 | IDEAYA BIOSCIENCES INC | IDYA | 371,825 | $10.1M | 2.03% |
| 13 | RHYTHM PHARMACEUTICALS INC | RYTM | 91,444 | $9.2M | 1.85% |
| 14 | ARGENX SE | ARGX | 12,465 | $9.2M | 1.84% |
| 15 | SURROZEN INC | SRZNW | 713,463 | $9.2M | 1.84% |
| 16 | REVOLUTION MEDICINES INC | RVMDW | 185,380 | $8.7M | 1.73% |
| 17 | REZOLUTE INC | RZLT | 917,630 | $8.6M | 1.73% |
| 18 | GH RESEARCH PLC | GHRS | 545,275 | $7.8M | 1.56% |
| 19 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 411,893 | $7.8M | 1.56% |
| 20 | XENON PHARMACEUTICALS INC | XENE | 192,295 | $7.7M | 1.55% |
| 21 | ALKERMES PLC | ALKS | 241,637 | $7.2M | 1.45% |
| 22 | CELCUITY INC | CELC | 136,710 | $6.8M | 1.35% |
| 23 | VISTAGEN THERAPEUTICS INC | VTGN | 1,871,936 | $6.6M | 1.33% |
| 24 | BRIDGEBIO PHARMA INC | BBIO | 127,435 | $6.6M | 1.33% |
| 25 | INSMED INC | INSM | 43,419 | $6.3M | 1.25% |
| 26 | DYNE THERAPEUTICS INC | DYN | 474,612 | $6.0M | 1.20% |
| 27 | MINERALYS THERAPEUTICS INC | MLYS | 158,112 | $6.0M | 1.20% |
| 28 | AKERO THERAPEUTICS INC | 00973Y108 | 121,410 | $5.8M | 1.16% |
| 29 | JAZZ PHARMACEUTICALS PLC | JAZZ | 39,072 | $5.1M | 1.03% |
| 30 | AVIDITY BIOSCIENCES INC | 05370A108 | 114,053 | $5.0M | 1.00% |
| 31 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 150,573 | $4.3M | 0.86% |
| 32 | OCULAR THERAPEUTIX INC | OCUL | 359,470 | $4.2M | 0.84% |
| 33 | MADRIGAL PHARMACEUTICALS INC | MDGL | 8,207 | $3.8M | 0.75% |
| 34 | AMYLYX PHARMACEUTICALS INC | AMLX | 276,884 | $3.8M | 0.75% |
| 35 | INCYTE CORP | INCY | 43,754 | $3.7M | 0.74% |
| 36 | STRUCTURE THERAPEUTICS INC | GPCR | 129,335 | $3.6M | 0.73% |
| 37 | TREVI THERAPEUTICS INC | TRVI | 350,710 | $3.2M | 0.64% |
| 38 | PROTAGONIST THERAPEUTICS INC | PTGX | 47,954 | $3.2M | 0.64% |
| 39 | NEKTAR THERAPEUTICS | NKTR | 53,201 | $3.0M | 0.61% |
| 40 | ASCENDIS PHARMA A/S | ASND | 15,149 | $3.0M | 0.60% |
| 41 | TECTONIC THERAPEUTIC INC | TECX | 188,999 | $3.0M | 0.59% |
| 42 | HARROW INC | HROW | 57,619 | $2.8M | 0.56% |
| 43 | TAYSHA GENE THERAPIES INC | TSHA | 839,669 | $2.7M | 0.55% |
| 44 | EQUILLIUM INC | EQ | 1,908,935 | $2.7M | 0.55% |
| 45 | UNITED THERAPEUTICS CORP DEL | UTHR | 6,264 | $2.6M | 0.53% |
| 46 | CG ONCOLOGY INC | CGON | 63,019 | $2.5M | 0.51% |
| 47 | INVESCO QQQ TR | IVZ | 3,797 | $2.3M | 0.46% |
| 48 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 186,614 | $2.2M | 0.43% |
| 49 | TANGO THERAPEUTICS INC | TNGX | 245,378 | $2.1M | 0.41% |
| 50 | ORIC PHARMACEUTICALS INC | ORIC | 166,461 | $2.0M | 0.40% |
| 51 | X4 PHARMACEUTICALS INC | XFOR | 555,411 | $1.9M | 0.38% |
| 52 | PEPGEN INC | PEPG | 389,189 | $1.8M | 0.36% |
| 53 | ASSEMBLY BIOSCIENCES INC | ASMB | 66,130 | $1.7M | 0.34% |
| 54 | DIANTHUS THERAPEUTICS INC | DNTH | 41,382 | $1.6M | 0.33% |
| 55 | PERCEPTIVE CAP SOLUTIONS COR | G70077105 | 150,000 | $1.6M | 0.32% |
| 56 | PROTARA THERAPEUTICS INC | TARA | 363,666 | $1.6M | 0.32% |
| 57 | COMPASS PATHWAYS PLC | CMPS | 275,620 | $1.6M | 0.32% |
| 58 | PYXIS ONCOLOGY INC | PYXS | 689,538 | $1.5M | 0.31% |
| 59 | MBX BIOSCIENCES INC | MBX | 75,000 | $1.3M | 0.26% |
| 60 | BIOHAVEN LTD | BHVN | 480,000 | $1.2M | 0.24% |
| 61 | ADC THERAPEUTICS SA | ADCT | 283,286 | $1.1M | 0.23% |
| 62 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $1.1M | 0.22% |
| 63 | ARCELLX INC | ACLX | 11,376 | $933,970 | 0.19% |
| 64 | ARBUTUS BIOPHARMA CORP | ABUS | 205,388 | $932,462 | 0.19% |
| 65 | MIND MEDICINE MINDMED INC | 60255C885 | 76,875 | $906,356 | 0.18% |
| 66 | CENTESSA PHARMACEUTICALS PLC | CNTA | 172,500 | $905,625 | 0.18% |
| 67 | ENANTA PHARMACEUTICALS INC | ENTA | 75,194 | $900,072 | 0.18% |
| 68 | ZENAS BIOPHARMA INC | ZBIO | 38,742 | $860,072 | 0.17% |
| 69 | WHITEHAWK THERAPEUTICS INC | WHWK | 424,082 | $805,756 | 0.16% |
| 70 | CORVUS PHARMACEUTICALS INC | CRVS | 96,439 | $710,755 | 0.14% |
| 71 | KALVISTA PHARMACEUTICALS INC | KALV | 56,770 | $691,459 | 0.14% |
| 72 | MEIRAGTX HLDGS PLC | MGTX | 81,858 | $673,691 | 0.13% |
| 73 | TERNS PHARMACEUTICALS INC | TERN | 89,617 | $673,024 | 0.13% |
| 74 | ARCTURUS THERAPEUTICS HLDGS | ARCT | 35,606 | $656,219 | 0.13% |
| 75 | VENTYX BIOSCIENCES INC | 92332V107 | 167,470 | $520,832 | 0.10% |
| 76 | ATAI LIFE SCIENCES NV | N0731H103 | 76,032 | $402,209 | 0.08% |
| 77 | CLEARPOINT NEURO INC | CLPT | 16,651 | $362,825 | 0.07% |
| 78 | INVIVYD INC | IVVD | 278,608 | $306,469 | 0.06% |
| 79 | SPDR SERIES TRUST | 78464A870 | 700,000 | $280,000 | 0.06% |
| 80 | SPDR SERIES TRUST | 78464A870 | 490,100 | $254,852 | 0.05% |
| 81 | SPDR SERIES TRUST | 78464A870 | 300,000 | $190,500 | 0.04% |
| 82 | INVENTIVA SA | IVEVF | 30,824 | $178,471 | 0.04% |
| 83 | IONIS PHARMACEUTICALS INC | IONS | 50,000 | $137,500 | 0.03% |
| 84 | CRISPR THERAPEUTICS AG | CRSP | 40,000 | $59,000 | 0.01% |
| 85 | SYNDAX PHARMACEUTICALS INC | SNDX | 100,000 | $55,000 | 0.01% |
| 86 | IMMUNOVANT INC | IMVT | 250,000 | $50,000 | 0.01% |
| 87 | ARK ETF TR | 00214Q302 | 200,000 | $30,000 | 0.01% |
| 88 | SCHOLAR ROCK HLDG CORP | SRRK | 18,400 | $23,920 | 0.00% |
| 89 | AKERO THERAPEUTICS INC | 00973Y108 | 15,500 | $9,688 | 0.00% |
| 90 | ARBUTUS BIOPHARMA CORP | ABUS | 95,000 | $9,500 | 0.00% |