Stempoint Capital Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$522.3M
Q ending 2026-03-31
Prior quarter
$583.2M
Q ending 2025-12-31
Change
-10.4% QoQ · +66.5% YoY
Positions
82
reported holdings
Largest positions
All 82 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Scholar Rock Hldg Corp | SRRK | Shares | $50.9M | 1.0M |
| Abivax Sa | ABVX | Shares | $34.9M | 314K |
| Syndax Pharmaceuticals Inc | SNDX | Shares | $28.4M | 1.2M |
| Revolution Medicines Inc | RVMD | Shares | $27.4M | 282K |
| Immunovant Inc | IMVT | Shares | $18.5M | 746K |
| Praxis Precision Medicines I | PRAX | Shares | $18.1M | 56K |
| Mbx Biosciences Inc | MBX | Shares | $14.9M | 499K |
| Mineralys Therapeutics Inc | MLYS | Shares | $14.4M | 533K |
| Enliven Therapeutics Inc | ELVN | Shares | $14.2M | 363K |
| Cg Oncology Inc | CGON | Shares | $13.9M | 206K |
| Biohaven Ltd | Shares | $13.5M | 1.6M | |
| Surrozen Inc | SRZN | Shares | $13.5M | 526K |
| Roivant Sciences Ltd | Shares | $10.7M | 386K | |
| Eyepoint Inc | EYPT | Shares | $10.5M | 811K |
| Arcutis Biotherapeutics Inc | ARQT | Shares | $9.7M | 414K |
| Structure Therapeutics Inc | GPCR | Shares | $9.7M | 200K |
| Amylyx Pharmaceuticals Inc | AMLX | Shares | $9.3M | 670K |
| Dyne Therapeutics Inc | DYN | Shares | $9.2M | 506K |
| Edgewise Therapeutics Inc | EWTX | Shares | $9.2M | 291K |
| Cytokinetics Inc | CYTK | Shares | $8.5M | 130K |
| Spyre Therapeutics Inc | SYRE | Shares | $8.5M | 168K |
| Denali Therapeutics Inc | DNLI | Shares | $8.2M | 427K |
| Xenon Pharmaceuticals Inc | XENE | Shares | $8.2M | 141K |
| Celldex Therapeutics Inc New | CLDX | Shares | $8.1M | 254K |
| Protagonist Therapeutics Inc | PTGX | Shares | $7.6M | 73K |
| Tyra Biosciences Inc | TYRA | Shares | $7.4M | 193K |
| Dianthus Therapeutics Inc | DNTH | Shares | $7.2M | 86K |
| Celcuity Inc | CELC | Shares | $6.9M | 60K |
| Definium Therapeutics Inc | DFTX | Shares | $6.2M | 325K |
| Bioage Labs Inc | BIOA | Shares | $5.9M | 339K |
| Newamsterdam Pharma Company | Shares | $5.8M | 181K | |
| Acadia Pharmaceuticals Inc | ACAD | Shares | $5.4M | 243K |
| Assembly Biosciences Inc | ASMB | Shares | $5.1M | 185K |
| Alumis Inc | ALMS | Shares | $5.1M | 230K |
| Nurix Therapeutics Inc | NRIX | Shares | $4.9M | 315K |
| Zura Bio Ltd | Shares | $4.5M | 754K | |
| Evommune Inc | EVMN | Shares | $4.4M | 194K |
| Tango Therapeutics Inc | TNGX | Shares | $4.2M | 201K |
| Sensei Biotherapeutics Inc | FTH | Shares | $4.2M | 133K |
| Relmada Therapeutics Inc | RLMD | Shares | $4.2M | 597K |
| Erasca Inc | ERAS | Shares | $3.9M | 240K |
| Johnson & Johnson | JNJ | Shares | $3.8M | 15K |
| X4 Pharmaceuticals Inc | XFOR | Shares | $3.5M | 851K |
| Vaxcyte Inc | PCVX | Shares | $3.4M | 59K |
| Whitehawk Therapeutics Inc | WHWK | Shares | $3.2M | 939K |
| Helix Acquisition Corp Iii | Shares | $3.1M | 305K | |
| Tenax Therapeutics Inc | TENX | Shares | $3.0M | 189K |
| Alkermes Plc | Shares | $2.8M | 80K | |
| Pharvaris N V | Shares | $2.4M | 87K | |
| Invivyd Inc | IVVD | Shares | $2.4M | 1.9M |
| Jade Biosciences Inc | JBIO | Shares | $2.2M | 154K |
| Twist Bioscience Corp | TWST | Shares | $2.0M | 43K |
| Maplight Therapeutics Inc | MPLT | Shares | $2.0M | 100K |
| Avalo Therapeutics Inc | AVTX | Shares | $2.0M | 135K |
| Ionis Pharmaceuticals Inc | IONS | Shares | $2.0M | 26K |
| Immunocore Hldgs Plc | IMCR | Shares | $1.9M | 64K |
| Forte Biosciences Inc | FBRX | Shares | $1.5M | 58K |
| Sionna Therapeutics Inc | SION | Shares | $1.5M | 37K |
| Sab Biotherapeutics Inc | SABS | Shares | $1.4M | 375K |
| Solid Biosciences Inc | SLDB | Shares | $1.4M | 195K |
| Lipocine Inc New | LPCN | Shares | $1.3M | 160K |
| Uniqure Nv | Shares | $1.3M | 78K | |
| Lb Pharmaceuticals Inc | LBRX | Shares | $1.2M | 50K |
| C4 Therapeutics Inc | CCCC | Shares | $1.2M | 453K |
| Edwards Lifesciences Corp | EW | Shares | $1.2M | 15K |
| Capricor Therapeutics Inc | CAPR | Shares | $1.1M | 38K |
| Biodesix Inc | BDSX | Shares | $1.0M | 70K |
| Scholar Rock Hldg Corp | SRRK | Call | $588K | 100K |
| Sutro Biopharma Inc | STRO | Shares | $580K | 23K |
| Revolution Medicines Inc | RVMD | Put | $525K | 100K |
| Spruce Biosciences Inc | SPRB | Shares | $416K | 6K |
| Tyra Biosciences Inc | TYRA | Call | $290K | 100K |
| Immunovant Inc | IMVT | Call | $255K | 100K |
| Spdr Series Trust | XBI | Call | $164K | 150K |
| Syndax Pharmaceuticals Inc | SNDX | Call | $90K | 150K |
| State Str Spdr S&P 500 Etf T | SPY | Call | $86K | 50K |
| Invesco Qqq Tr | QQQ | Call | $74K | 40K |
| Vistagen Therapeutics Inc | VTGN | Shares | $58K | 617K |
| Boston Scientific Corp | BSX | Call | $13K | 250K |
| Terns Pharmaceuticals Inc | 430 | Call | $8K | 100K |
| Olema Pharmaceuticals Inc | OLMA | Call | $4K | 25K |
| Edwards Lifesciences Corp | EW | Call | $1K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.