Stempoint Capital LP

13F filer · CIK 0001952142

Reported Aug 14, 2026

13F portfolio value$581MU.S. long equity reported on 13F

Positions73Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight41.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202673 positions
TNGXTango Therapeutics, Inc.	$38.2M	6.59%	0.73%	Not reported	Q2 2025
ABVXAbivax S.A.	$37.8M	6.51%	0.36%	Not reported	Q2 2025
RVMDRevolution Medicines, Inc.	$30M	5.16%	0.07%	Not reported	Q1 2025
ERASErasca, Inc.	$28.7M	4.94%	0.50%	New	Q2 2026
TYRATyra Biosciences, Inc.	$20.2M	3.48%	1.06%	New	Q2 2026
DNTHDianthus Therapeutics, Inc.	$19.6M	3.37%	0.37%	Not reported	Q1 2024
ELVNEnliven Therapeutics, Inc.	$17.6M	3.03%	0.47%	Not reported	Q1 2025
MLYSMineralys Therapeutics, Inc.	$16.3M	2.80%	0.68%	Not reported	Q2 2025
BHVNBiohaven Ltd.	$15.8M	2.73%	0.70%	Not reported	Q4 2023
SRZNSurrozen, Inc.	$13.8M	2.37%	5.13%	Not reported	Q2 2024
KNSAKiniksa Pharmaceuticals International, plc	$13.4M	2.30%	Not reported	Not reported	Q4 2023
SRRKScholar Rock Holding Corp	$13.2M	2.27%	0.20%	Not reported	Q1 2025
ALKSAlkermes plc.	$13M	2.24%	0.15%	Not reported	Q1 2025
TRAXFirst Tracks Biotherapeutics, Inc.	$12.5M	2.16%	1.76%	New	Q2 2026
PRAXPraxis Precision Medicines, Inc.	$12.5M	2.15%	0.13%	Not reported	Q1 2024
ROIVRoivant Sciences Ltd.	$12.3M	2.12%	0.05%	Not reported	Q4 2023
BIOABioAge Labs, Inc.	$11.4M	1.96%	1.01%	New	Q2 2026
CGONCG Oncology, Inc.	$11.3M	1.95%	0.18%	Not reported	Q1 2024
ORKAOruka Therapeutics, Inc.	$11.1M	1.91%	0.19%	New	Q2 2026
IMVTImmunovant, Inc.	$10.7M	1.84%	0.13%	Not reported	Q4 2023
CELCCelcuity Inc.	$10.3M	1.77%	0.20%	Not reported	Q4 2025
RLMDRelmada Therapeutics, Inc.	$10.1M	1.74%	1.37%	New	Q2 2026
CLYMClimb Bio, Inc.	$9.69M	1.67%	1.29%	New	Q2 2026
SYRESpyre Therapeutics, Inc.	$9.49M	1.64%	0.12%	Not reported	Q4 2023
ZURAZura Bio Ltd	$8.07M	1.39%	1.43%	New	Q2 2026
IFRXInflaRx N.V.	$7.23M	1.25%	4.47%	Not reported	Q1 2025
AMLXAmylyx Pharmaceuticals, Inc.	$6.9M	1.19%	0.35%	Not reported	Q4 2023
CLDXCelldex Therapeutics, Inc.	$6.64M	1.14%	0.23%	Not reported	Q2 2024
OVIDOvid Therapeutics Inc.	$6.5M	1.12%	1.31%	New	Q2 2026
EQEquillium, Inc.	$6.45M	1.11%	3.18%	New	Q2 2026
DFTXDefinium Therapeutics, Inc.	$6.45M	1.11%	0.10%	New	Q2 2026
CYTKCytokinetics Inc	$6.44M	1.11%	0.06%	Not reported	Q4 2023
DMRADamora Therapeutics, Inc.	$5.62M	0.97%	0.35%	New	Q2 2026
IVAInventiva S.A.	$5.39M	0.93%	0.74%	Not reported	Q4 2025
IPSCCentury Therapeutics, Inc.	$5.26M	0.91%	1.19%	New	Q2 2026
AURAAura Biosciences, Inc.	$5.07M	0.87%	0.69%	New	Q2 2026
EYPTEyePoint, Inc.	$4.84M	0.83%	0.40%	Not reported	Q4 2023
ASMBAssembly Biosciences, Inc.	$4.68M	0.81%	0.86%	Not reported	Q4 2025
WHWKWhitehawk Therapeutics, Inc.	$4.68M	0.81%	1.79%	Not reported	Q4 2025
XENEXenon Pharmaceuticals Inc.	$4.59M	0.79%	0.08%	Not reported	Q1 2025
QUREuniQure N.V.	$4.06M	0.70%	0.13%	Not reported	Q1 2025
CMPSCOMPASS Pathways plc	$4.03M	0.69%	0.21%	New	Q2 2026
AVLNAvalyn Pharma Inc.	$3.88M	0.67%	0.27%	New	Q2 2026
MPLTMapLight Therapeutics, Inc.	$3.83M	0.66%	0.24%	Not reported	Q4 2025
ALMSAlumis Inc.	$3.82M	0.66%	Not reported	New	Q2 2026
AXSMAxsome Therapeutics, Inc.	$3.76M	0.65%	0.03%	New	Q2 2026
GLUEMonte Rosa Therapeutics, Inc.	$3.72M	0.64%	0.18%	Not reported	Q4 2025
ACADAcadia Pharmaceuticals Inc	$3.62M	0.62%	0.08%	New	Q2 2026
SLDBSolid Biosciences Inc.	$3.58M	0.62%	0.34%	Not reported	Q1 2025
PSNLPersonalis, Inc.	$3.32M	0.57%	0.23%	New	Q2 2026

Q4 2025Reported Feb 17, 202675 positions
ABVXAbivax S.A.	$52.8M	9.06%	0.50%	Not reported	Q2 2025
SRRKScholar Rock Holding Corp	$39.1M	6.70%	0.82%	Not reported	Q1 2025
CNTACentessa Pharmaceuticals PLC	$28.9M	4.95%	0.77%	Not reported	Q1 2025
SNDXSyndax Pharmaceuticals Inc	$28.1M	4.83%	1.53%	Not reported	Q4 2023
GPCRStructure Therapeutics Inc.	$24.4M	4.19%	0.17%	New	Q4 2025
ACLXArcellx, Inc.	$21.7M	3.72%	0.57%	Not reported	Q4 2023
ROIVRoivant Sciences Ltd.	$21M	3.60%	0.14%	Not reported	Q4 2023
TERNTerns Pharmaceuticals, Inc.	$17.3M	2.97%	0.38%	New	Q4 2025
TWSTTwist Bioscience Corp	$16.4M	2.82%	0.85%	New	Q4 2025
IMVTImmunovant, Inc.	$16.4M	2.81%	0.32%	Not reported	Q4 2023
DYNDyne Therapeutics, Inc.	$16.3M	2.80%	0.51%	Not reported	Q1 2025
XENEXenon Pharmaceuticals Inc.	$15.6M	2.68%	0.44%	Not reported	Q1 2025
SRZNSurrozen, Inc.	$12.7M	2.17%	6.34%	Not reported	Q2 2024
CELCCelcuity Inc.	$11.8M	2.02%	0.25%	New	Q4 2025
MLYSMineralys Therapeutics, Inc.	$10.5M	1.80%	0.36%	Not reported	Q2 2025
MDGLMadrigal Pharmaceuticals, Inc.	$10.3M	1.77%	0.08%	Not reported	Q4 2023
ADPTAdaptive Biotechnologies Corp	$9.85M	1.69%	0.39%	New	Q4 2025
PALIPalisade Bio, Inc.	$9.85M	1.69%	2.63%	New	Q4 2025
CYTKCytokinetics Inc	$9.34M	1.60%	0.12%	Not reported	Q4 2023
EWTXEdgewise Therapeutics, Inc.	$8.96M	1.54%	0.34%	Not reported	Q2 2024
DRUGBright Minds Biosciences Inc.	$7.6M	1.30%	1.27%	New	Q4 2025
NKTRNektar Therapeutics	$7.54M	1.29%	0.87%	New	Q4 2025
JNJJohnson & Johnson	$7.24M	1.24%	0.00%	Not reported	Q4 2023
DNLIDenali Therapeutics Inc.	$6.92M	1.19%	0.27%	Not reported	Q2 2024
AMLXAmylyx Pharmaceuticals, Inc.	$6.83M	1.17%	0.51%	Not reported	Q4 2023
CLPTClearPoint Neuro, Inc.	$6.59M	1.13%	1.64%	New	Q4 2025
ARQTArcutis Biotherapeutics, Inc.	$6.53M	1.12%	0.18%	Not reported	Q4 2023
EYPTEyePoint, Inc.	$6.46M	1.11%	0.43%	Not reported	Q4 2023
IMTXImmatics N.V.	$6.41M	1.10%	0.46%	Not reported	Q4 2023
OCULOcular Therapeutix, Inc	$6.35M	1.09%	0.24%	Not reported	Q4 2023
RYTMRhythm Pharmaceuticals, Inc.	$6.31M	1.08%	0.09%	Not reported	Q1 2025
PRAXPraxis Precision Medicines, Inc.	$6.21M	1.06%	0.08%	Not reported	Q1 2024
APGEApogee Therapeutics, Inc.	$6.08M	1.04%	0.12%	Not reported	Q2 2025
INCYIncyte Corp	$6.07M	1.04%	0.03%	New	Q4 2025
IDYAIDEAYA Biosciences, Inc.	$5.59M	0.96%	0.18%	Not reported	Q1 2024
ASMBAssembly Biosciences, Inc.	$5.33M	0.91%	0.99%	New	Q4 2025
MAZEMaze Therapeutics, Inc.	$5.22M	0.89%	0.26%	New	Q4 2025
PTGXProtagonist Therapeutics, Inc	$5.19M	0.89%	0.10%	Not reported	Q4 2023
LLYELI LILLY & Co	$5.11M	0.88%	0.00%	Not reported	Q4 2023
TRVITrevi Therapeutics, Inc.	$5M	0.86%	0.31%	New	Q4 2025
RVMDRevolution Medicines, Inc.	$4.94M	0.85%	0.03%	Not reported	Q1 2025
VRDNViridian Therapeutics, Inc.\DE	$4.8M	0.82%	0.15%	New	Q4 2025
ABUSArbutus Biopharma Corp	$4.75M	0.81%	0.51%	Not reported	Q1 2025
MLTXMoonLake Immunotherapeutics	$4.59M	0.79%	0.66%	Not reported	Q4 2023
CTMXCytomX Therapeutics, Inc.	$4.41M	0.76%	0.61%	New	Q4 2025
XFORX4 Pharmaceuticals, Inc	$3.59M	0.62%	0.99%	New	Q4 2025
WHWKWhitehawk Therapeutics, Inc.	$3.53M	0.61%	3.09%	New	Q4 2025
DNTHDianthus Therapeutics, Inc.	$3.27M	0.56%	0.18%	Not reported	Q1 2024
ASNDAscendis Pharma A/S	$3.16M	0.54%	0.02%	Not reported	Q1 2025
RGENRepligen Corp	$2.57M	0.44%	0.03%	New	Q4 2025

Q2 2025Reported Aug 14, 202550 positions
SNDXSyndax Pharmaceuticals Inc	$22.2M	7.13%	2.76%	+48.4%	Q4 2023
IMVTImmunovant, Inc.	$20.8M	6.68%	0.76%	+52.4%	Q4 2023
SRRKScholar Rock Holding Corp	$18.7M	6.00%	0.55%	-6.7%	Q1 2025
CNTACentessa Pharmaceuticals PLC	$16.6M	5.34%	0.95%	+113.3%	Q1 2025
MDGLMadrigal Pharmaceuticals, Inc.	$15.9M	5.12%	0.24%	+28.7%	Q4 2023
MRUSMerus N.V.	$14M	4.49%	0.35%	-23.3%	Q4 2023
ACLXArcellx, Inc.	$13.3M	4.26%	0.36%	-26.4%	Q4 2023
CDTXCidara Therapeutics, Inc.	$13M	4.17%	1.15%	New	Q2 2025
RYTMRhythm Pharmaceuticals, Inc.	$11.2M	3.58%	0.28%	+422.7%	Q1 2025
ALKSAlkermes plc.	$10M	3.22%	0.21%	+82.5%	Q1 2025
DNLIDenali Therapeutics Inc.	$9.9M	3.18%	0.49%	+6.1%	Q2 2024
LEGNLegend Biotech Corp	$9.59M	3.08%	0.07%	Not reported	Q4 2023
GERNGeron Corp	$9.38M	3.01%	1.04%	+592.4%	Q1 2025
ZLABZai Lab Ltd	$8.76M	2.81%	0.02%	+847.9%	Q1 2025
MLYSMineralys Therapeutics, Inc.	$8.55M	2.74%	0.96%	New	Q2 2025
QUREuniQure N.V.	$7.98M	2.56%	1.04%	-21.7%	Q1 2025
ROIVRoivant Sciences Ltd.	$6.78M	2.18%	0.09%	-76.7%	Q4 2023
AKROAkero Therapeutics, Inc.	$6.23M	2.00%	0.15%	-25.2%	Q1 2025
INSMINSMED Inc	$6.2M	1.99%	0.03%	-29.3%	Q4 2023
SRZNSurrozen, Inc.	$6.14M	1.97%	8.01%	+185.1%	Q2 2024
WVEWave Life Sciences, Inc.	$5.85M	1.88%	0.58%	+902.2%	Q1 2025
LENZLENZ Therapeutics, Inc.	$5.39M	1.73%	0.65%	New	Q2 2025
NUVLNuvalent, Inc.	$4.56M	1.47%	1.91%	-68.6%	Q1 2025
KALVKalVista Pharmaceuticals, Inc.	$4.37M	1.40%	0.77%	0.0%	Q4 2023
VTGNVistagen Therapeutics, Inc.	$4.12M	1.32%	8.28%	+2.0%	Q4 2023
APGEApogee Therapeutics, Inc.	$3.67M	1.18%	0.14%	New	Q2 2025
IDYAIDEAYA Biosciences, Inc.	$3.49M	1.12%	0.19%	+147.6%	Q1 2024
TARAProtara Therapeutics, Inc.	$3.47M	1.11%	2.96%	-3.9%	Q1 2024
BBOTBridgeBio Oncology Therapeutics, Inc.	$3.29M	1.06%	1111.43%	+57.2%	Q1 2024
EYPTEyePoint, Inc.	$3.1M	0.99%	0.48%	Not reported	Q4 2023
ARQTArcutis Biotherapeutics, Inc.	$2.88M	0.93%	0.17%	-53.3%	Q4 2023
RZLTRezolute, Inc.	$2.88M	0.92%	0.74%	New	Q2 2025
TSHATaysha Gene Therapies, Inc.	$2.78M	0.89%	0.44%	Not reported	Q1 2024
NAMSNewAmsterdam Pharma Co N.V.	$2.76M	0.89%	0.14%	+46.0%	Q1 2024
BHVNBiohaven Ltd.	$2.47M	0.79%	0.17%	-30.3%	Q4 2023
REGNRegeneron Pharmaceuticals, Inc.	$2.45M	0.79%	0.00%	New	Q2 2025
BBIOBridgeBio Pharma, Inc.	$2.36M	0.76%	0.03%	-73.8%	Q4 2023
JANXJanux Therapeutics, Inc.	$2.08M	0.67%	0.15%	-73.7%	Q1 2024
ORICOric Pharmaceuticals, Inc.	$2.04M	0.65%	0.23%	New	Q2 2025
MBXMBX Biosciences, Inc.	$1.61M	0.52%	0.42%	+46.0%	Q1 2025
FRNMFreenome, Inc.	$1.59M	0.51%	1.68%	Not reported	Q2 2024
PRAXPraxis Precision Medicines, Inc.	$1.36M	0.44%	0.15%	Not reported	Q1 2024
GHRSGH Research PLC	$1.23M	0.39%	0.19%	New	Q2 2025
TNGXTango Therapeutics, Inc.	$1.07M	0.34%	0.19%	New	Q2 2025
PTGXProtagonist Therapeutics, Inc	$927K	0.30%	0.03%	-65.9%	Q4 2023
TECXTectonic Therapeutic, Inc.	$795K	0.26%	0.21%	New	Q2 2025
ADCTADC Therapeutics SA	$759K	0.24%	0.25%	New	Q2 2025
VRNAVerona Pharma plc	$701K	0.22%	0.00%	New	Q2 2025
ABVXAbivax S.A.	$671K	0.22%	0.14%	New	Q2 2025
MNMDDefinium Therapeutics, Inc.	$590K	0.19%	Not reported	New	Q2 2025
Q1 2025Reported May 15, 202551 positions
ROIVRoivant Sciences Ltd.	$26M	8.29%	0.37%	Not reported	Q4 2023
SNDXSyndax Pharmaceuticals Inc	$19.6M	6.26%	1.86%	Not reported	Q4 2023
SRRKScholar Rock Holding Corp	$18.2M	5.80%	0.60%	New	Q1 2025
ACLXArcellx, Inc.	$18M	5.73%	0.50%	Not reported	Q4 2023
MRUSMerus N.V.	$14.6M	4.65%	0.50%	Not reported	Q4 2023
IMVTImmunovant, Inc.	$14.6M	4.65%	0.50%	Not reported	Q4 2023
MDGLMadrigal Pharmaceuticals, Inc.	$13.6M	4.32%	0.18%	Not reported	Q4 2023
NUVLNuvalent, Inc.	$13.5M	4.30%	6.08%	New	Q1 2025
RVMDRevolution Medicines, Inc.	$11.3M	3.59%	0.17%	New	Q1 2025
JANXJanux Therapeutics, Inc.	$9.24M	2.94%	0.58%	Not reported	Q1 2024
XENEXenon Pharmaceuticals Inc.	$9.21M	2.94%	0.36%	New	Q1 2025
DNLIDenali Therapeutics Inc.	$9.07M	2.89%	0.46%	Not reported	Q2 2024
CNTACentessa Pharmaceuticals PLC	$8.53M	2.72%	0.44%	New	Q1 2025
QUREuniQure N.V.	$7.75M	2.47%	1.34%	New	Q1 2025
BBIOBridgeBio Pharma, Inc.	$7.21M	2.30%	0.11%	Not reported	Q4 2023
CGONCG Oncology, Inc.	$7.1M	2.26%	0.38%	Not reported	Q1 2024
ARQTArcutis Biotherapeutics, Inc.	$6.88M	2.19%	0.37%	Not reported	Q4 2023
INSMINSMED Inc	$6.64M	2.12%	0.05%	Not reported	Q4 2023
ALKSAlkermes plc.	$6.35M	2.02%	0.12%	New	Q1 2025
AKROAkero Therapeutics, Inc.	$6.32M	2.02%	0.20%	New	Q1 2025
BHVNBiohaven Ltd.	$6.02M	1.92%	0.25%	Not reported	Q4 2023
CYTKCytokinetics Inc	$6.01M	1.92%	0.13%	Not reported	Q4 2023
BPMCBlueprint Medicines Corporation	$5.48M	1.75%	0.10%	New	Q1 2025
VTGNVistagen Therapeutics, Inc.	$5.11M	1.63%	8.20%	Not reported	Q4 2023
TARAProtara Therapeutics, Inc.	$5.07M	1.62%	3.09%	Not reported	Q1 2024
KALVKalVista Pharmaceuticals, Inc.	$4.46M	1.42%	0.78%	Not reported	Q4 2023
EWTXEdgewise Therapeutics, Inc.	$3.97M	1.26%	0.19%	Not reported	Q2 2024
SRZNSurrozen, Inc.	$2.81M	0.90%	2.83%	Not reported	Q2 2024
PTGXProtagonist Therapeutics, Inc	$2.38M	0.76%	0.08%	Not reported	Q4 2023
ELVNEnliven Therapeutics, Inc.	$2.37M	0.76%	0.25%	New	Q1 2025
NBIXNeurocrine Biosciences Inc	$2.33M	0.74%	0.02%	Not reported	Q4 2023
ASNDAscendis Pharma A/S	$2.3M	0.73%	0.02%	New	Q1 2025
BBOTBridgeBio Oncology Therapeutics, Inc.	$2.27M	0.72%	707.02%	Not reported	Q1 2024
SYRESpyre Therapeutics, Inc.	$2.2M	0.70%	0.23%	Not reported	Q4 2023
FOLDAmicus Therapeutics, Inc.	$2.19M	0.70%	0.09%	Not reported	Q4 2023
NAMSNewAmsterdam Pharma Co N.V.	$2.14M	0.68%	0.09%	Not reported	Q1 2024
RYTMRhythm Pharmaceuticals, Inc.	$1.79M	0.57%	0.05%	New	Q1 2025
ABUSArbutus Biopharma Corp	$1.63M	0.52%	0.24%	New	Q1 2025
FRNMFreenome, Inc.	$1.55M	0.49%	1.68%	Not reported	Q2 2024
GERNGeron Corp	$1.53M	0.49%	0.15%	New	Q1 2025
IDYAIDEAYA Biosciences, Inc.	$1.1M	0.35%	0.08%	Not reported	Q1 2024
ZLABZai Lab Ltd	$955K	0.30%	0.00%	New	Q1 2025
OCULOcular Therapeutix, Inc	$913K	0.29%	0.08%	Not reported	Q4 2023
DYNDyne Therapeutics, Inc.	$883K	0.28%	0.07%	New	Q1 2025
SLNOSoleno Therapeutics Inc	$797K	0.25%	0.02%	Not reported	Q1 2024
IFRXInflaRx N.V.	$740K	0.24%	1.22%	New	Q1 2025
SLDBSolid Biosciences Inc.	$733K	0.23%	0.26%	New	Q1 2025
WVEWave Life Sciences, Inc.	$726K	0.23%	0.06%	New	Q1 2025
MBXMBX Biosciences, Inc.	$713K	0.23%	0.29%	New	Q1 2025
SIONSionna Therapeutics, Inc.	$628K	0.20%	0.14%	New	Q1 2025

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