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STEMPOINT CAPITAL LP

An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1952142.

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Holdings: 84 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31. The filing's table has 85 lines; lines for the same security and option type are added together here.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Tango Therapeutics IncTNGXCOM87583X10938.26.6%1,223,019Added+1,022,100
Abivax SAABVXSPONSORED ADS00370M10337.86.5%283,657Reduced−30,134
Revolution Medicines IncRVMDCOM76155X10030.05.2%159,943Reduced−121,689
Erasca IncERASCOM29479A10828.74.9%1,565,913Added+1,326,052
Tyra Biosciences IncTYRACOM90240B10620.23.5%632,754Added+439,577
Dianthus Therapeutics IncDNTHCOM25282810819.63.4%200,851Added+115,349
Enliven Therapeutics IncELVNCOM29337E10217.63.0%346,914Reduced−16,524
Mineralys Therapeutics IncMLYSCOM60317010116.32.8%602,686Added+69,308
Biohaven LtdCOMG1110E10715.82.7%1,064,200Reduced−530,291
Surrozen IncSRZNCOM NEW86889P20813.82.4%602,798Added+77,159
Kiniksa Pharmaceuticals InternationalORD SHS CL AG5269410913.42.3%209,234New+209,234
Scholar Rock HLDG CorpSRRKCOM80706P10313.22.3%239,146Reduced−796,350
Alkermes plcSHSG0176710513.02.2%248,015Added+167,523
First Tracks BiotherapeuticsTRAXORD SHS33718510212.52.2%622,723New+622,723
Praxis Precision Medicines IPRAXCOM NEW74006W20712.52.1%37,243Reduced−19,024
Roivant Sciences LtdSHSG7627910112.32.1%348,408Reduced−37,392
Bioage Labs IncBIOACOM09077V10011.42.0%464,171Added+125,517
CG Oncology IncCGONCOM15694410011.32.0%159,349Reduced−46,273
Oruka Therapeutics IncORKACOM68760410811.11.9%116,461New+116,461
Immunovant IncIMVTCOM45258J10210.71.8%276,527Reduced−469,967
Celcuity IncCELCCOM15102K10010.31.8%98,203Added+38,141
Relmada Therapeutics IncRLMDCOM75955J40210.11.7%1,460,093Added+862,684
Climb Bio IncCLYMCOM28658R1069.71.7%742,745New+742,745
Spyre Therapeutics IncSYRECOM NEW00773J2029.51.6%106,926Reduced−60,680
Zura Bio LtdCLASS A ORD SHSG9TY5A1018.11.4%1,368,215Added+614,695
Inflarx NVCOMN448211017.21.2%3,228,255New+3,228,255
Amylyx Pharmaceuticals IncAMLXCOM03237H1016.91.2%384,304Reduced−285,381
Celldex Therapeutics Inc NewCLDXCOM NEW15117B2026.61.1%178,412Reduced−75,855
Ovid Therapeutics IncOVIDCOM6904691016.51.1%2,417,283New+2,417,283
Equillium IncEQCOM29446K1066.51.1%2,016,607New+2,016,607
Definium Therapeutics IncDFTXCOM SHS24477V1056.51.1%137,124Reduced−188,359
Cytokinetics IncCYTKCOM NEW23282W6056.41.1%75,603Reduced−53,974
Damora Therapeutics IncCOM NEW36322Q2065.61.0%216,194New+216,194
Inventiva SAIVAADS46124U1075.40.9%1,426,320New+1,426,320
Century Therapeutics IncIPSCCOM15673T1005.30.9%2,146,182New+2,146,182
Aura Biosciences IncAURACOM05153U1075.10.9%714,280New+714,280
Eyepoint IncEYPTCOM NEW30233G2094.80.8%338,471Reduced−472,293
Assembly Biosciences IncASMBCOM NEW0453962074.70.8%170,378Reduced−15,057
Whitehawk Therapeutics IncWHWKCOM00032Q1044.70.8%1,021,037Added+81,668
Xenon Pharmaceuticals IncXENECOM98420N1054.60.8%76,075Reduced−64,680
Uniqure NVSHSN900641014.10.7%88,115Added+10,049
Compass Pathways plcCMPSSPONSORED ADS20451W1014.00.7%284,769New+284,769
Avalyn Pharmaceuticals IncAVLNCOM SHS05348Y1053.90.7%118,000New+118,000
Maplight Therapeutics IncMPLTCOM56565P1033.80.7%106,906Added+6,906
Alumis IncALMSCOM0223071023.80.7%135,736Reduced−93,830
Axsome Therapeutics Inc.AXSMCOM05464T1043.80.6%15,375New+15,375
Monte Rosa Therapeutics IncGLUECOM61225M1023.70.6%153,544New+153,544
Acadia Pharmaceuticals IncACADCOM0042251083.60.6%143,167Reduced−99,399
Solid Biosciences IncSLDBCOM NEW83422E2043.60.6%358,780Added+163,377
Personalis IncPSNLCOM71535D1063.30.6%247,783New+247,783
Crescent Biopharma Inc.COMG2545C1043.30.6%182,382New+182,382
Arrowhead Pharmaceuticals inARWRCOM04280A1003.20.6%39,198New+39,198
Kodiak Sciences IncKODCOM50015M1093.00.5%75,872New+75,872
Pharvaris N VCOMN696051082.80.5%80,907Reduced−5,730
Monopar Therapeutics IncMNPRCOM NEW61023L2072.80.5%30,125New+30,125
Rapport Therapeutics IncRAPPCOM75383L1022.80.5%66,582New+66,582
Newamsterdam Pharma CompanyORDINARY SHARESN625091092.60.5%77,589Reduced−103,069
Sionna Therapeutics IncSIONCOM8294011082.60.5%59,426Added+22,886
Arcutis Biotherapeutics IncARQTCOM03969K1082.60.4%98,945Reduced−314,847
C4 Therapeutics IncCCCCCOM STK12529R1072.40.4%523,648Added+70,412
Spruce Biosciences IncSPRBCOM NEW85209E2082.20.4%41,388Added+35,028
CUE Biopharma IncCUECOM22978P2052.10.4%66,995New+66,995
Structure Therapeutics IncGPCRSPONSORED ADS86366E1062.00.4%38,178Reduced−162,089
Protagonist Therapeutics IncPTGXCOM74366E1022.00.3%16,303Reduced−56,274
Helix Acquisition Corp IIIUSD CL A ORD SHSG4444S1071.80.3%171,671Reduced−133,357
Biodesix IncBDSXCOM09075X2071.60.3%70,000Reduced−4
Tenax Therapeutics IncTENXCOM NEW88032L6051.40.2%96,273Reduced−92,427
SAB Biotherapeutics IncSABSCOM NEW78397T2021.30.2%342,631Reduced−32,369
Calcimedica IncCOM NEW38942Q2021.20.2%1,244,864New+1,244,864
LB Pharmaceuticals IncLBRXCOM SHS50180M1081.00.2%31,785Reduced−18,215
Cellectar Biosciences IncCLRBCOM NEW15117F8801.00.2%354,938New+354,938
Personalis IncPSNLCOM71535D1060.80.1%470,000CallNew+470,000
Proqr Thrapeutics N VSHS EURON715421090.80.1%431,054New+431,054
Biohaven LtdCOMG1110E1070.5<0.1%500,000CallNew+500,000
SPDR Series TrustST STR SP BIOT78464A8700.4<0.1%250,000PutNew+250,000
Astrazeneca plcORDG0593M1070.2<0.1%25,000CallNew+25,000
SPDR Series TrustST STR SP BIOT78464A8700.2<0.1%400,000CallAdded+250,000
Tango Therapeutics IncTNGXCOM87583X1090.2<0.1%100,000CallNew+100,000
Revolution Medicines IncRVMDCOM76155X1000.1<0.1%30,000PutReduced−70,000
Erasca IncERASCOM29479A1080.1<0.1%200,000PutNew+200,000
Ark ETF TRGENOMIC REV ETF00214Q3020.1<0.1%100,000PutNew+100,000
Roivant Sciences LtdSHSG762791010.0<0.1%100,000PutNew+100,000
Vistagen Therapeutics IncVTGNCOM92840H4000.0<0.1%616,749Unchanged
Amgen IncAMGNCOM0311621000.0<0.1%15,000PutNew+15,000

Sold out: 64 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Avalo Therapeutics IncAVTXCOM NEW05338F3060.00.0%0Sold out−134,742
Avalo Therapeutics IncAVTXCOM NEW05338F3060.00.0%0Sold out−134,742
Boston Scientific CorpBSXCOM1011371070.00.0%0CallSold out−250,000
Boston Scientific CorpBSXCOM1011371070.00.0%0CallSold out−250,000
Capricor Therapeutics IncCAPRCOM NEW14070B3090.00.0%0Sold out−37,592
Capricor Therapeutics IncCAPRCOM NEW14070B3090.00.0%0Sold out−37,592
Denali Therapeutics IncDNLICOM24823R1050.00.0%0Sold out−426,561
Denali Therapeutics IncDNLICOM24823R1050.00.0%0Sold out−426,561
Dyne Therapeutics IncDYNCOM26818M1080.00.0%0Sold out−506,075
Dyne Therapeutics IncDYNCOM26818M1080.00.0%0Sold out−506,075
Edgewise Therapeutics IncEWTXCOM28036F1050.00.0%0Sold out−290,864
Edgewise Therapeutics IncEWTXCOM28036F1050.00.0%0Sold out−290,864
Edwards Lifesciences CorpEWCOM28176E1080.00.0%0CallSold out−10,000
Edwards Lifesciences CorpEWCOM28176E1080.00.0%0CallSold out−10,000
Edwards Lifesciences CorpEWCOM28176E1080.00.0%0Sold out−14,588
Edwards Lifesciences CorpEWCOM28176E1080.00.0%0Sold out−14,588
Evommune IncEVMNCOM SHS30054Y1070.00.0%0Sold out−193,777
Evommune IncEVMNCOM SHS30054Y1070.00.0%0Sold out−193,777
Forte Biosciences IncCOM NEW34962G2080.00.0%0Sold out−58,020
Forte Biosciences IncCOM NEW34962G2080.00.0%0Sold out−58,020
Immunocore Holdings plcIMCRADS45258D1050.00.0%0Sold out−63,543
Immunocore Holdings plcIMCRADS45258D1050.00.0%0Sold out−63,543
Immunovant IncIMVTCOM45258J1020.00.0%0CallSold out−100,000
Immunovant IncIMVTCOM45258J1020.00.0%0CallSold out−100,000
Invesco QQQ TRUNIT SER 146090E1030.00.0%0CallSold out−40,000
Invesco QQQ TRUNIT SER 146090E1030.00.0%0CallSold out−40,000
Invivyd IncIVVDCOM00534A1020.00.0%0Sold out−1,874,546
Invivyd IncIVVDCOM00534A1020.00.0%0Sold out−1,874,546
Ionis Pharmaceuticals IncIONSCOM4622221000.00.0%0Sold out−26,385
Ionis Pharmaceuticals IncIONSCOM4622221000.00.0%0Sold out−26,385
Jade Biosciences IncJBIOCOM NEW0080642060.00.0%0Sold out−154,034
Jade Biosciences IncJBIOCOM NEW0080642060.00.0%0Sold out−154,034
Johnson & JohnsonJNJCOM4781601040.00.0%0Sold out−15,415
Johnson & JohnsonJNJCOM4781601040.00.0%0Sold out−15,415
Lipocine Inc NewLPCNCOM NEW53630X2030.00.0%0Sold out−160,420
Lipocine Inc NewLPCNCOM NEW53630X2030.00.0%0Sold out−160,420
MBX Biosciences IncMBXCOM55287L1010.00.0%0Sold out−499,469
MBX Biosciences IncMBXCOM55287L1010.00.0%0Sold out−499,469
Nurix Therapeutics IncNRIXCOM67080M1030.00.0%0Sold out−315,226
Nurix Therapeutics IncNRIXCOM67080M1030.00.0%0Sold out−315,226
Olema Pharmaceuticals IncOLMACOM68062P1060.00.0%0CallSold out−25,000
Olema Pharmaceuticals IncOLMACOM68062P1060.00.0%0CallSold out−25,000
Scholar Rock HLDG CorpSRRKCOM80706P1030.00.0%0CallSold out−100,000
Scholar Rock HLDG CorpSRRKCOM80706P1030.00.0%0CallSold out−100,000
Sensei Biotherapeutics IncFTHCOM NEW81728A2070.00.0%0Sold out−132,873
Sensei Biotherapeutics IncFTHCOM NEW81728A2070.00.0%0Sold out−132,873
State STR SPDR S&P 500 ETF TSPYTR UNIT78462F1030.00.0%0CallSold out−50,000
State STR SPDR S&P 500 ETF TSPYTR UNIT78462F1030.00.0%0CallSold out−50,000
Sutro Biopharma IncSTROCOM SHS8693672010.00.0%0Sold out−23,295
Sutro Biopharma IncSTROCOM SHS8693672010.00.0%0Sold out−23,295
Syndax Pharmaceuticals IncSNDXCOM87164F1050.00.0%0CallSold out−150,000
Syndax Pharmaceuticals IncSNDXCOM87164F1050.00.0%0Sold out−1,215,743
Syndax Pharmaceuticals IncSNDXCOM87164F1050.00.0%0Sold out−1,215,743
Syndax Pharmaceuticals IncSNDXCOM87164F1050.00.0%0CallSold out−150,000
Terns Pharmaceuticals IncCOM8808811070.00.0%0CallSold out−100,000
Terns Pharmaceuticals IncCOM8808811070.00.0%0CallSold out−100,000
Twist Bioscience CorpTWSTCOM90184D1000.00.0%0Sold out−43,110
Twist Bioscience CorpTWSTCOM90184D1000.00.0%0Sold out−43,110
Tyra Biosciences IncTYRACOM90240B1060.00.0%0CallSold out−100,000
Tyra Biosciences IncTYRACOM90240B1060.00.0%0CallSold out−100,000
Vaxcyte IncPCVXCOM92243G1080.00.0%0Sold out−59,061
Vaxcyte IncPCVXCOM92243G1080.00.0%0Sold out−59,061
X4 Pharmaceuticals IncXFORCOM NEW98420X2020.00.0%0Sold out−850,742
X4 Pharmaceuticals IncXFORCOM NEW98420X2020.00.0%0Sold out−850,742

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001687 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.