Holdings of STEMPOINT CAPITAL LP
60 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 51.1 % of the equity sleeve
Sector breakdown
- Health care 1.1 %
- Industrials 0.4 %
- Unattributed 98.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 59 | 426.9M $ | 92.43 % |
| 2 | FR | 1 | 34.9M $ | 7.57 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Scholar Rock Holding Corp | 1,035,496 | 50.9M $ | |
| 2 | Abivax SA | 313,791 | 34.9M $ | |
| 3 | Syndax Pharmaceuticals Inc | 1,215,743 | 28.4M $ | |
| 4 | Revolution Medicines Inc | 281,632 | 27.4M $ | |
| 5 | Immunovant Inc | 746,494 | 18.5M $ | |
| 6 | Praxis Precision Medicines Inc | 56,267 | 18.1M $ | |
| 7 | MBX Biosciences Inc | 499,469 | 14.9M $ | |
| 8 | Mineralys Therapeutics Inc | 533,378 | 14.4M $ | |
| 9 | Enliven Therapeutics Inc | 363,438 | 14.2M $ | |
| 10 | CG oncology Inc | 205,622 | 13.9M $ | |
| 11 | Surrozen Inc | 525,639 | 13.5M $ | |
| 12 | EyePoint Inc | 810,764 | 10.5M $ | |
| 13 | Arcutis Biotherapeutics Inc | 413,792 | 9.7M $ | |
| 14 | Structure Therapeutics Inc | 200,267 | 9.7M $ | |
| 15 | Amylyx Pharmaceuticals Inc | 669,685 | 9.3M $ | |
| 16 | Dyne Therapeutics Inc | 506,075 | 9.2M $ | |
| 17 | Edgewise Therapeutics Inc | 290,864 | 9.2M $ | |
| 18 | Cytokinetics Inc | 129,577 | 8.5M $ | |
| 19 | Spyre Therapeutics Inc | 167,606 | 8.5M $ | |
| 20 | Denali Therapeutics Inc | 426,561 | 8.2M $ | |
| 21 | Celldex Therapeutics Inc | 254,267 | 8.1M $ | |
| 22 | Protagonist Therapeutics Inc | 72,577 | 7.6M $ | |
| 23 | Tyra Biosciences Inc | 193,177 | 7.4M $ | |
| 24 | Dianthus Therapeutics Inc | 85,502 | 7.2M $ | |
| 25 | Celcuity Inc | 60,062 | 6.9M $ | |
| 26 | BioAge Labs Inc | 338,654 | 5.9M $ | |
| 27 | ACADIA Pharmaceuticals Inc | 242,566 | 5.4M $ | |
| 28 | Assembly Biosciences Inc | 185,435 | 5.1M $ | |
| 29 | Alumis Inc | 229,566 | 5.1M $ | |
| 30 | Nurix Therapeutics Inc | 315,226 | 4.9M $ | |
| 31 | Evommune Inc | 193,777 | 4.4M $ | |
| 32 | Tango Therapeutics Inc | 200,919 | 4.2M $ | |
| 33 | SENSEI BIOTHERAPEUTICS INC | 132,873 | 4.2M $ | |
| 34 | Relmada Therapeutics Inc | 597,409 | 4.2M $ | |
| 35 | Erasca Inc | 239,861 | 3.9M $ | |
| 36 | Johnson & Johnson | 15,415 | 3.8M $ | |
| 37 | X4 PHARMACEUTICALS INC | 850,742 | 3.5M $ | |
| 38 | Vaxcyte Inc | 59,061 | 3.4M $ | |
| 39 | Aadi Bioscience Inc | 939,369 | 3.2M $ | |
| 40 | Tenax Therapeutics Inc | 188,700 | 3M $ | |
| 41 | Invivyd Inc | 1,874,546 | 2.4M $ | |
| 42 | JADE BIOSCIENCES INC | 154,034 | 2.2M $ | |
| 43 | Twist Bioscience Corp | 43,110 | 2M $ | |
| 44 | MapLight Therapeutics Inc | 100,000 | 2M $ | |
| 45 | AVALO THERAPEUTICS INC | 134,742 | 2M $ | |
| 46 | Ionis Pharmaceuticals Inc | 26,385 | 2M $ | |
| 47 | Immunocore Holdings PLC | 63,543 | 1.9M $ | |
| 48 | Forte Biosciences Inc | 58,020 | 1.5M $ | |
| 49 | Sionna Therapeutics Inc | 36,540 | 1.5M $ | |
| 50 | SAB Biotherapeutics Inc | 375,000 | 1.4M $ | |
| 51 | Solid Biosciences Inc | 195,403 | 1.4M $ | |
| 52 | Lipocine Inc | 160,420 | 1.3M $ | |
| 53 | LB Pharmaceuticals Inc | 50,000 | 1.2M $ | |
| 54 | C4 Therapeutics Inc | 453,236 | 1.2M $ | |
| 55 | Edwards Lifesciences Corp | 14,588 | 1.2M $ | |
| 56 | Capricor Therapeutics Inc | 37,592 | 1.1M $ | |
| 57 | BIODESIX INC | 70,004 | 1M $ | |
| 58 | Sutro Biopharma Inc | 23,295 | 580.3K $ | |
| 59 | SPRUCE BIOSCIENCES INC | 6,360 | 415.6K $ | |
| 60 | VISTAGEN THERAPEUTICS INC | 616,749 | 58.2K $ | |