13F HOLDINGS REPORT
STEMPOINT CAPITAL LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001420506-26-000490
Total Value
$583.2M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ABIVAX SA | AAVXF | 391,783 | $52.8M | 9.06% |
| 2 | SCHOLAR ROCK HLDG CORP | SRRK | 886,893 | $39.1M | 6.70% |
| 3 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,154,114 | $28.9M | 4.95% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,339,379 | $28.1M | 4.83% |
| 5 | STRUCTURE THERAPEUTICS INC | GPCR | 351,073 | $24.4M | 4.19% |
| 6 | ARCELLX INC | ACLX | 332,860 | $21.7M | 3.72% |
| 7 | ROIVANT SCIENCES LTD | ROIV | 966,698 | $21.0M | 3.60% |
| 8 | TERNS PHARMACEUTICALS INC | TERN | 429,198 | $17.3M | 2.97% |
| 9 | TWIST BIOSCIENCE CORP | TWST | 518,355 | $16.4M | 2.82% |
| 10 | IMMUNOVANT INC | IMVT | 644,959 | $16.4M | 2.81% |
| 11 | DYNE THERAPEUTICS INC | DYN | 835,200 | $16.3M | 2.80% |
| 12 | XENON PHARMACEUTICALS INC | XENE | 348,605 | $15.6M | 2.68% |
| 13 | CELCUITY INC | CELC | 118,333 | $11.8M | 2.02% |
| 14 | MINERALYS THERAPEUTICS INC | MLYS | 290,049 | $10.5M | 1.80% |
| 15 | MADRIGAL PHARMACEUTICALS INC | MDGL | 17,736 | $10.3M | 1.77% |
| 16 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 606,825 | $9.9M | 1.69% |
| 17 | PALISADE BIO INC | PALI | 4,192,375 | $9.9M | 1.69% |
| 18 | CYTOKINETICS INC | CYTK | 146,978 | $9.3M | 1.60% |
| 19 | EDGEWISE THERAPEUTICS INC | EWTX | 360,876 | $9.0M | 1.54% |
| 20 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 97,340 | $7.6M | 1.30% |
| 21 | NEKTAR THERAPEUTICS | NKTR | 178,274 | $7.5M | 1.29% |
| 22 | JOHNSON & JOHNSON | JNJ | 35,000 | $7.2M | 1.24% |
| 23 | DENALI THERAPEUTICS INC | DNLI | 419,058 | $6.9M | 1.19% |
| 24 | AMYLYX PHARMACEUTICALS INC | AMLX | 565,140 | $6.8M | 1.17% |
| 25 | CLEARPOINT NEURO INC | CLPT | 481,858 | $6.6M | 1.13% |
| 26 | SURROZEN INC | SRZNW | 290,108 | $6.6M | 1.12% |
| 27 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 224,740 | $6.5M | 1.12% |
| 28 | EYEPOINT INC | EYPT | 353,849 | $6.5M | 1.11% |
| 29 | IMMATICS N.V | IMTX | 610,308 | $6.4M | 1.10% |
| 30 | OCULAR THERAPEUTIX INC | OCUL | 522,693 | $6.3M | 1.09% |
| 31 | RHYTHM PHARMACEUTICALS INC | RYTM | 58,915 | $6.3M | 1.08% |
| 32 | PRAXIS PRECISION MEDICINES I | PRAX | 21,067 | $6.2M | 1.06% |
| 33 | SURROZEN INC | SRZNW | 329,658 | $6.1M | 1.05% |
| 34 | APOGEE THERAPEUTICS INC | APGE | 80,574 | $6.1M | 1.04% |
| 35 | INCYTE CORP | INCY | 61,435 | $6.1M | 1.04% |
| 36 | IDEAYA BIOSCIENCES INC | IDYA | 161,659 | $5.6M | 0.96% |
| 37 | ASSEMBLY BIOSCIENCES INC | ASMB | 156,728 | $5.3M | 0.91% |
| 38 | MAZE THERAPEUTICS INC | MAZE | 125,877 | $5.2M | 0.89% |
| 39 | PROTAGONIST THERAPEUTICS INC | PTGX | 59,430 | $5.2M | 0.89% |
| 40 | ELI LILLY & CO | LLY | 4,759 | $5.1M | 0.88% |
| 41 | TREVI THERAPEUTICS INC | TRVI | 399,557 | $5.0M | 0.86% |
| 42 | REVOLUTION MEDICINES INC | RVMDW | 62,032 | $4.9M | 0.85% |
| 43 | VIRIDIAN THERAPEUTICS INC | VRDN | 154,320 | $4.8M | 0.82% |
| 44 | ARBUTUS BIOPHARMA CORP | ABUS | 986,751 | $4.7M | 0.81% |
| 45 | MOONLAKE IMMUNOTHERAPEUTICS | MLTX | 348,401 | $4.6M | 0.79% |
| 46 | CYTOMX THERAPEUTICS INC | CTMX | 1,036,311 | $4.4M | 0.76% |
| 47 | X4 PHARMACEUTICALS INC | XFOR | 898,465 | $3.6M | 0.62% |
| 48 | WHITEHAWK THERAPEUTICS INC | WHWK | 1,458,807 | $3.5M | 0.61% |
| 49 | DIANTHUS THERAPEUTICS INC | DNTH | 79,284 | $3.3M | 0.56% |
| 50 | ASCENDIS PHARMA A/S | ASND | 14,842 | $3.2M | 0.54% |
| 51 | REPLIGEN CORP | RGEN | 15,707 | $2.6M | 0.44% |
| 52 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 73,106 | $2.6M | 0.44% |
| 53 | MBX BIOSCIENCES INC | MBX | 78,553 | $2.5M | 0.42% |
| 54 | QUINCE THERAPEUTICS INC | QNCX | 739,264 | $2.5M | 0.42% |
| 55 | AVALO THERAPEUTICS INC | AVTX | 135,552 | $2.5M | 0.42% |
| 56 | INVIVYD INC | IVVD | 989,822 | $2.4M | 0.42% |
| 57 | MEIRAGTX HLDGS PLC | MGTX | 287,689 | $2.3M | 0.39% |
| 58 | INVENTIVA SA | IVEVF | 467,242 | $2.2M | 0.37% |
| 59 | ABBVIE INC | ABBV | 9,325 | $2.1M | 0.37% |
| 60 | ADC THERAPEUTICS SA | ADCT | 502,570 | $1.8M | 0.30% |
| 61 | MAPLIGHT THERAPEUTICS INC | MPLT | 100,000 | $1.8M | 0.30% |
| 62 | PHARVARIS N V | PHVS | 58,389 | $1.6M | 0.28% |
| 63 | LEGEND BIOTECH CORP | LEGN | 73,328 | $1.6M | 0.27% |
| 64 | BELITE BIO INC | BLTE | 9,163 | $1.5M | 0.25% |
| 65 | XILIO THERAPEUTICS INC | XLO | 2,030,028 | $1.3M | 0.22% |
| 66 | EVOMMUNE INC | EVMN | 68,196 | $1.2M | 0.20% |
| 67 | BRIDGEBIO ONCOLOGY THERAPEUT | BBOT | 86,517 | $1.1M | 0.19% |
| 68 | SPYRE THERAPEUTICS INC | SYRE | 32,377 | $1.1M | 0.18% |
| 69 | UNIQURE NV | QURE | 43,485 | $1.0M | 0.18% |
| 70 | TAYSHA GENE THERAPIES INC | TSHA | 182,130 | $1.0M | 0.17% |
| 71 | MONTE ROSA THERAPEUTICS INC | GLUE | 61,577 | $965,527 | 0.17% |
| 72 | SAB BIOTHERAPEUTICS INC | SABSW | 146,558 | $548,127 | 0.09% |
| 73 | VANDA PHARMACEUTICALS INC | VNDA | 58,989 | $520,283 | 0.09% |
| 74 | CAPRICOR THERAPEUTICS INC | CAPR | 17,853 | $515,238 | 0.09% |
| 75 | SCHOLAR ROCK HLDG CORP | SRRK | 277,000 | $484,750 | 0.08% |
| 76 | PASITHEA THERAPEUTICS CORP | KTTAW | 355,082 | $458,056 | 0.08% |
| 77 | VISTAGEN THERAPEUTICS INC | VTGN | 616,749 | $142,086 | 0.02% |
| 78 | CENTESSA PHARMACEUTICALS PLC | CNTA | 75,000 | $26,250 | 0.00% |