Stempoint Capital LP 13F holdings
Stempoint Capital LP reported 73 positions with a total reported value of $577.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: TNGX TANGO THERAPEUTICS INC (6.6%), ABVX ABIVAX SA (6.5%), RVMD REVOLUTION MEDICINES INC (5.2%), ERAS ERASCA INC (5.0%), TYRA TYRA BIOSCIENCES INC (3.5%). Against 2026-03-31 it opened 25 new positions and exited 22. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Stempoint Capital LP files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 73 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TNGX TANGO THERAPEUTICS INC | 1,223,019 | $38.2M | 6.6% |
| ABVX ABIVAX SA | 283,657 | $37.8M | 6.5% |
| RVMD REVOLUTION MEDICINES INC | 159,943 | $30.0M | 5.2% |
| ERAS ERASCA INC | 1,565,913 | $28.7M | 5.0% |
| TYRA TYRA BIOSCIENCES INC | 632,754 | $20.2M | 3.5% |
| DNTH DIANTHUS THERAPEUTICS INC | 200,851 | $19.6M | 3.4% |
| ELVN ENLIVEN THERAPEUTICS INC | 346,914 | $17.6M | 3.0% |
| MLYS MINERALYS THERAPEUTICS INC | 602,686 | $16.3M | 2.8% |
| BHVN BIOHAVEN LTD | 1,064,200 | $15.8M | 2.7% |
| SRZN SURROZEN INC | 602,798 | $13.8M | 2.4% |
| KNSA KINIKSA PHARMACEUTICALS INTL | 209,234 | $13.4M | 2.3% |
| SRRK SCHOLAR ROCK HLDG CORP | 239,146 | $13.2M | 2.3% |
| ALKS ALKERMES PLC | 248,015 | $13.0M | 2.2% |
| TRAX FIRST TRACKS BIOTHERAPEUTICS | 622,723 | $12.5M | 2.2% |
| PRAX PRAXIS PRECISION MEDICINES I | 37,243 | $12.5M | 2.2% |
| ROIV ROIVANT SCIENCES LTD | 348,408 | $12.3M | 2.1% |
| BIOA BIOAGE LABS INC | 464,171 | $11.4M | 2.0% |
| CGON CG ONCOLOGY INC | 159,349 | $11.3M | 2.0% |
| ORKA ORUKA THERAPEUTICS INC | 116,461 | $11.1M | 1.9% |
| IMVT IMMUNOVANT INC | 276,527 | $10.7M | 1.8% |
| CELC CELCUITY INC | 98,203 | $10.3M | 1.8% |
| RLMD RELMADA THERAPEUTICS INC | 1,460,093 | $10.1M | 1.7% |
| CLYM CLIMB BIO INC | 742,745 | $9.7M | 1.7% |
| SYRE SPYRE THERAPEUTICS INC | 106,926 | $9.5M | 1.6% |
| ZURA ZURA BIO LTD | 1,368,215 | $8.1M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 25 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| KNSA KINIKSA PHARMACEUTICALS INTL | 209,234 | $13.4M | 2.3% |
| TRAX FIRST TRACKS BIOTHERAPEUTICS | 622,723 | $12.5M | 2.2% |
| ORKA ORUKA THERAPEUTICS INC | 116,461 | $11.1M | 1.9% |
| CLYM CLIMB BIO INC | 742,745 | $9.7M | 1.7% |
| IFRX INFLARX NV | 3,228,255 | $7.2M | 1.3% |
| OVID OVID THERAPEUTICS INC | 2,417,283 | $6.5M | 1.1% |
| EQ EQUILLIUM INC | 2,016,607 | $6.5M | 1.1% |
| DMRA DAMORA THERAPEUTICS INC | 216,194 | $5.6M | 1.0% |
| IVA INVENTIVA SA | 1,426,320 | $5.4M | 0.9% |
| IPSC CENTURY THERAPEUTICS INC | 2,146,182 | $5.3M | 0.9% |
| AURA AURA BIOSCIENCES INC | 714,280 | $5.1M | 0.9% |
| CMPS COMPASS PATHWAYS PLC | 284,769 | $4.0M | 0.7% |
| AVLN AVALYN PHARMACEUTICALS INC | 118,000 | $3.9M | 0.7% |
| AXSM AXSOME THERAPEUTICS INC. | 15,375 | $3.8M | 0.7% |
| GLUE MONTE ROSA THERAPEUTICS INC | 153,544 | $3.7M | 0.6% |
| PSNL PERSONALIS INC | 247,783 | $3.3M | 0.6% |
| CBIO CRESCENT BIOPHARMA INC. | 182,382 | $3.3M | 0.6% |
| ARWR ARROWHEAD PHARMACEUTICALS IN | 39,198 | $3.2M | 0.6% |
| KOD KODIAK SCIENCES INC | 75,872 | $3.0M | 0.5% |
| MNPR MONOPAR THERAPEUTICS INC | 30,125 | $2.8M | 0.5% |
| RAPP RAPPORT THERAPEUTICS INC | 66,582 | $2.8M | 0.5% |
| CUE CUE BIOPHARMA INC | 66,995 | $2.1M | 0.4% |
| CALC CALCIMEDICA INC | 1,244,864 | $1.2M | 0.2% |
| CLRB CELLECTAR BIOSCIENCES INC | 354,938 | $986.7K | 0.2% |
| PROQR THRAPEUTICS N V | 431,054 | $801.8K | 0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 22 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SNDX SYNDAX PHARMACEUTICALS INC | 2,431,486 | $56.8M | 5.5% |
| MBX MBX BIOSCIENCES INC | 998,938 | $29.8M | 2.9% |
| DYN DYNE THERAPEUTICS INC | 1,012,150 | $18.4M | 1.8% |
| EWTX EDGEWISE THERAPEUTICS INC | 581,728 | $18.3M | 1.8% |
| DNLI DENALI THERAPEUTICS INC | 853,122 | $16.4M | 1.6% |
| NRIX NURIX THERAPEUTICS INC | 630,452 | $9.8M | 0.9% |
| EVMN EVOMMUNE INC | 387,554 | $8.8M | 0.8% |
| FTH SENSEI BIOTHERAPEUTICS INC | 265,746 | $8.4M | 0.8% |
| JNJ JOHNSON & JOHNSON | 30,830 | $7.5M | 0.7% |
| XFOR X4 PHARMACEUTICALS INC | 1,701,484 | $7.0M | 0.7% |
| PCVX VAXCYTE INC | 118,122 | $6.9M | 0.7% |
| IVVD INVIVYD INC | 3,749,092 | $4.9M | 0.5% |
| JBIO JADE BIOSCIENCES INC | 308,068 | $4.3M | 0.4% |
| TWST TWIST BIOSCIENCE CORP | 86,220 | $4.1M | 0.4% |
| AVTX AVALO THERAPEUTICS INC | 269,484 | $4.0M | 0.4% |
| IONS IONIS PHARMACEUTICALS INC | 52,770 | $4.0M | 0.4% |
| IMCR IMMUNOCORE HLDGS PLC | 127,086 | $3.8M | 0.4% |
| FBRX FORTE BIOSCIENCES INC | 116,040 | $3.0M | 0.3% |
| LPCN LIPOCINE INC NEW | 320,840 | $2.6M | 0.2% |
| EW EDWARDS LIFESCIENCES CORP | 29,176 | $2.3M | 0.2% |
| CAPR CAPRICOR THERAPEUTICS INC | 75,184 | $2.3M | 0.2% |
| STRO SUTRO BIOPHARMA INC | 46,590 | $1.2M | 0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TNGX TANGO THERAPEUTICS INC | 401,838 | 1,223,019 | +204.4% | $38.2M |
| ERAS ERASCA INC | 479,722 | 1,565,913 | +226.4% | $28.7M |
| TYRA TYRA BIOSCIENCES INC | 386,354 | 632,754 | +63.8% | $20.2M |
| ALKS ALKERMES PLC | 160,984 | 248,015 | +54.1% | $13.0M |
| DNTH DIANTHUS THERAPEUTICS INC | 171,004 | 200,851 | +17.5% | $19.6M |
| RLMD RELMADA THERAPEUTICS INC | 1,194,818 | 1,460,093 | +22.2% | $10.1M |
| SPRB SPRUCE BIOSCIENCES INC | 12,720 | 41,388 | +225.4% | $2.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SRRK SCHOLAR ROCK HLDG CORP | 2,070,992 | 239,146 | -88.5% | $13.2M |
| RVMD REVOLUTION MEDICINES INC | 563,264 | 159,943 | -71.6% | $30.0M |
| IMVT IMMUNOVANT INC | 1,492,988 | 276,527 | -81.5% | $10.7M |
| ABVX ABIVAX SA | 627,582 | 283,657 | -54.8% | $37.8M |
| BHVN BIOHAVEN LTD | 3,188,982 | 1,064,200 | -66.6% | $15.8M |
| PRAX PRAXIS PRECISION MEDICINES I | 112,534 | 37,243 | -66.9% | $12.5M |
| DFTX DEFINIUM THERAPEUTICS INC | 650,966 | 137,124 | -78.9% | $6.5M |
| SYRE SPYRE THERAPEUTICS INC | 335,212 | 106,926 | -68.1% | $9.5M |
| GPCR STRUCTURE THERAPEUTICS INC | 400,534 | 38,178 | -90.5% | $2.0M |
| ELVN ENLIVEN THERAPEUTICS INC | 726,876 | 346,914 | -52.3% | $17.6M |
| ARQT ARCUTIS BIOTHERAPEUTICS INC | 827,584 | 98,945 | -88.0% | $2.6M |
| EYPT EYEPOINT INC | 1,621,528 | 338,471 | -79.1% | $4.8M |
CIK 1952142 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
