Institutional Manager · CIK 0001952142
STEMPOINT CAPITAL LP
NEW YORK, NY · File #028-23724
Latest AUM
$583.2M
Positions
78
Top-10 Concentration
49.0%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202578 pos · $583.2M
- 13F HOLDINGS REPORTQ/E Sep 202590 pos · $499.1M
- 13F HOLDINGS REPORTQ/E Jun 202554 pos · $311.6M
- 13F HOLDINGS REPORTQ/E Mar 202562 pos · $313.7M
- 13F HOLDINGS REPORTQ/E Dec 202458 pos · $400.6M
- 13F HOLDINGS REPORTQ/E Sep 202458 pos · $334.0M
- 13F HOLDINGS REPORTQ/E Jun 202444 pos · $340.3M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202444 pos · $340.3M
- 13F HOLDINGS REPORT (Amended)Q/E Jun 202463 pos · $378.3M
- 13F HOLDINGS REPORTQ/E Mar 202463 pos · $378.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ABIVAX SA | AAVXF | 391,783 | $52.8M | 9.73% |
| 2 | SCHOLAR ROCK HLDG CORP | SRRK | 886,893 | $39.1M | 7.19% |
| 3 | CENTESSA PHARMACEUTICALS PLC | CNTA | 1,154,114 | $28.9M | 5.31% |
| 4 | SYNDAX PHARMACEUTICALS INC | SNDX | 1,339,379 | $28.1M | 5.18% |
| 5 | STRUCTURE THERAPEUTICS INC | GPCR | 351,073 | $24.4M | 4.50% |
| 6 | ARCELLX INC | ACLX | 332,860 | $21.7M | 4.00% |
| 7 | ROIVANT SCIENCES LTD | ROIV | 966,698 | $21.0M | 3.86% |
| 8 | TERNS PHARMACEUTICALS INC | TERN | 429,198 | $17.3M | 3.19% |
| 9 | TWIST BIOSCIENCE CORP | TWST | 518,355 | $16.4M | 3.03% |
| 10 | IMMUNOVANT INC | IMVT | 644,959 | $16.4M | 3.02% |
| 11 | DYNE THERAPEUTICS INC | DYN | 835,200 | $16.3M | 3.01% |
| 12 | XENON PHARMACEUTICALS INC | XENE | 348,605 | $15.6M | 2.88% |
| 13 | CELCUITY INC | CELC | 118,333 | $11.8M | 2.17% |
| 14 | MINERALYS THERAPEUTICS INC | MLYS | 290,049 | $10.5M | 1.94% |
| 15 | MADRIGAL PHARMACEUTICALS INC | MDGL | 17,736 | $10.3M | 1.90% |
| 16 | ADAPTIVE BIOTECHNOLOGIES COR | ADTI | 606,825 | $9.9M | 1.81% |
| 17 | PALISADE BIO INC | PALI | 4,192,375 | $9.9M | 1.81% |
| 18 | CYTOKINETICS INC | CYTK | 146,978 | $9.3M | 1.72% |
| 19 | EDGEWISE THERAPEUTICS INC | EWTX | 360,876 | $9.0M | 1.65% |
| 20 | BRIGHT MINDS BIOSCIENCES INC | DRUG | 97,340 | $7.6M | 1.40% |