# STEMPOINT CAPITAL LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1952142.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $580.5m
- Positions: 84 (85 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1952142/000142050626001687/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $38.2m | 6.6% | 1,223,019 |  | Added +1,022,100 |
| [ABIVAX SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $37.8m | 6.5% | 283,657 |  | Reduced −30,134 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $30.0m | 5.2% | 159,943 |  | Reduced −121,689 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $28.7m | 4.9% | 1,565,913 |  | Added +1,326,052 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $20.2m | 3.5% | 632,754 |  | Added +439,577 |
| [DIANTHUS THERAPEUTICS INC (DNTH)](/companies/dnth.md) | COM | $19.6m | 3.4% | 200,851 |  | Added +115,349 |
| [ENLIVEN THERAPEUTICS INC (ELVN)](/companies/elvn.md) | COM | $17.6m | 3.0% | 346,914 |  | Reduced −16,524 |
| [MINERALYS THERAPEUTICS INC (MLYS)](/companies/mlys.md) | COM | $16.3m | 2.8% | 602,686 |  | Added +69,308 |
| BIOHAVEN LTD | COM | $15.8m | 2.7% | 1,064,200 |  | Reduced −530,291 |
| [SURROZEN INC (SRZN)](/companies/srzn.md) | COM NEW | $13.8m | 2.4% | 602,798 |  | Added +77,159 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | $13.4m | 2.3% | 209,234 |  | New +209,234 |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $13.2m | 2.3% | 239,146 |  | Reduced −796,350 |
| ALKERMES PLC | SHS | $13.0m | 2.2% | 248,015 |  | Added +167,523 |
| [FIRST TRACKS BIOTHERAPEUTICS (TRAX)](/companies/trax.md) | ORD SHS | $12.5m | 2.2% | 622,723 |  | New +622,723 |
| [PRAXIS PRECISION MEDICINES I (PRAX)](/companies/prax.md) | COM NEW | $12.5m | 2.1% | 37,243 |  | Reduced −19,024 |
| ROIVANT SCIENCES LTD | SHS | $12.3m | 2.1% | 348,408 |  | Reduced −37,392 |
| [BIOAGE LABS INC (BIOA)](/companies/bioa.md) | COM | $11.4m | 2.0% | 464,171 |  | Added +125,517 |
| [CG ONCOLOGY INC (CGON)](/companies/cgon.md) | COM | $11.3m | 2.0% | 159,349 |  | Reduced −46,273 |
| [ORUKA THERAPEUTICS INC (ORKA)](/companies/orka.md) | COM | $11.1m | 1.9% | 116,461 |  | New +116,461 |
| [IMMUNOVANT INC (IMVT)](/companies/imvt.md) | COM | $10.7m | 1.8% | 276,527 |  | Reduced −469,967 |
| [CELCUITY INC (CELC)](/companies/celc.md) | COM | $10.3m | 1.8% | 98,203 |  | Added +38,141 |
| [RELMADA THERAPEUTICS INC (RLMD)](/companies/rlmd.md) | COM | $10.1m | 1.7% | 1,460,093 |  | Added +862,684 |
| [CLIMB BIO INC (CLYM)](/companies/clym.md) | COM | $9.7m | 1.7% | 742,745 |  | New +742,745 |
| [SPYRE THERAPEUTICS INC (SYRE)](/companies/syre.md) | COM NEW | $9.5m | 1.6% | 106,926 |  | Reduced −60,680 |
| ZURA BIO LTD | CLASS A ORD SHS | $8.1m | 1.4% | 1,368,215 |  | Added +614,695 |
| INFLARX NV | COM | $7.2m | 1.2% | 3,228,255 |  | New +3,228,255 |
| [AMYLYX PHARMACEUTICALS INC (AMLX)](/companies/amlx.md) | COM | $6.9m | 1.2% | 384,304 |  | Reduced −285,381 |
| [CELLDEX THERAPEUTICS INC NEW (CLDX)](/companies/cldx.md) | COM NEW | $6.6m | 1.1% | 178,412 |  | Reduced −75,855 |
| [OVID THERAPEUTICS INC (OVID)](/companies/ovid.md) | COM | $6.5m | 1.1% | 2,417,283 |  | New +2,417,283 |
| [EQUILLIUM INC (EQ)](/companies/eq.md) | COM | $6.5m | 1.1% | 2,016,607 |  | New +2,016,607 |
| [DEFINIUM THERAPEUTICS INC (DFTX)](/companies/dftx.md) | COM SHS | $6.5m | 1.1% | 137,124 |  | Reduced −188,359 |
| [CYTOKINETICS INC (CYTK)](/companies/cytk.md) | COM NEW | $6.4m | 1.1% | 75,603 |  | Reduced −53,974 |
| DAMORA THERAPEUTICS INC | COM NEW | $5.6m | 1.0% | 216,194 |  | New +216,194 |
| [INVENTIVA SA (IVA)](/companies/iva.md) | ADS | $5.4m | 0.9% | 1,426,320 |  | New +1,426,320 |
| [CENTURY THERAPEUTICS INC (IPSC)](/companies/ipsc.md) | COM | $5.3m | 0.9% | 2,146,182 |  | New +2,146,182 |
| [AURA BIOSCIENCES INC (AURA)](/companies/aura.md) | COM | $5.1m | 0.9% | 714,280 |  | New +714,280 |
| [EYEPOINT INC (EYPT)](/companies/eypt.md) | COM NEW | $4.8m | 0.8% | 338,471 |  | Reduced −472,293 |
| [ASSEMBLY BIOSCIENCES INC (ASMB)](/companies/asmb.md) | COM NEW | $4.7m | 0.8% | 170,378 |  | Reduced −15,057 |
| [WHITEHAWK THERAPEUTICS INC (WHWK)](/companies/whwk.md) | COM | $4.7m | 0.8% | 1,021,037 |  | Added +81,668 |
| [XENON PHARMACEUTICALS INC (XENE)](/companies/xene.md) | COM | $4.6m | 0.8% | 76,075 |  | Reduced −64,680 |
| UNIQURE NV | SHS | $4.1m | 0.7% | 88,115 |  | Added +10,049 |
| [COMPASS PATHWAYS PLC (CMPS)](/companies/cmps.md) | SPONSORED ADS | $4.0m | 0.7% | 284,769 |  | New +284,769 |
| [AVALYN PHARMACEUTICALS INC (AVLN)](/companies/avln.md) | COM SHS | $3.9m | 0.7% | 118,000 |  | New +118,000 |
| [MAPLIGHT THERAPEUTICS INC (MPLT)](/companies/mplt.md) | COM | $3.8m | 0.7% | 106,906 |  | Added +6,906 |
| [ALUMIS INC (ALMS)](/companies/alms.md) | COM | $3.8m | 0.7% | 135,736 |  | Reduced −93,830 |
| [AXSOME THERAPEUTICS INC. (AXSM)](/companies/axsm.md) | COM | $3.8m | 0.6% | 15,375 |  | New +15,375 |
| [MONTE ROSA THERAPEUTICS INC (GLUE)](/companies/glue.md) | COM | $3.7m | 0.6% | 153,544 |  | New +153,544 |
| [ACADIA PHARMACEUTICALS INC (ACAD)](/companies/acad.md) | COM | $3.6m | 0.6% | 143,167 |  | Reduced −99,399 |
| [SOLID BIOSCIENCES INC (SLDB)](/companies/sldb.md) | COM NEW | $3.6m | 0.6% | 358,780 |  | Added +163,377 |
| [PERSONALIS INC (PSNL)](/companies/psnl.md) | COM | $3.3m | 0.6% | 247,783 |  | New +247,783 |
| CRESCENT BIOPHARMA INC. | COM | $3.3m | 0.6% | 182,382 |  | New +182,382 |
| [ARROWHEAD PHARMACEUTICALS IN (ARWR)](/companies/arwr.md) | COM | $3.2m | 0.6% | 39,198 |  | New +39,198 |
| [KODIAK SCIENCES INC (KOD)](/companies/kod.md) | COM | $3.0m | 0.5% | 75,872 |  | New +75,872 |
| PHARVARIS N V | COM | $2.8m | 0.5% | 80,907 |  | Reduced −5,730 |
| [MONOPAR THERAPEUTICS INC (MNPR)](/companies/mnpr.md) | COM NEW | $2.8m | 0.5% | 30,125 |  | New +30,125 |
| [RAPPORT THERAPEUTICS INC (RAPP)](/companies/rapp.md) | COM | $2.8m | 0.5% | 66,582 |  | New +66,582 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $2.6m | 0.5% | 77,589 |  | Reduced −103,069 |
| [SIONNA THERAPEUTICS INC (SION)](/companies/sion.md) | COM | $2.6m | 0.5% | 59,426 |  | Added +22,886 |
| [ARCUTIS BIOTHERAPEUTICS INC (ARQT)](/companies/arqt.md) | COM | $2.6m | 0.4% | 98,945 |  | Reduced −314,847 |
| [C4 THERAPEUTICS INC (CCCC)](/companies/cccc.md) | COM STK | $2.4m | 0.4% | 523,648 |  | Added +70,412 |
| [SPRUCE BIOSCIENCES INC (SPRB)](/companies/sprb.md) | COM NEW | $2.2m | 0.4% | 41,388 |  | Added +35,028 |
| [CUE BIOPHARMA INC (CUE)](/companies/cue.md) | COM | $2.1m | 0.4% | 66,995 |  | New +66,995 |
| [STRUCTURE THERAPEUTICS INC (GPCR)](/companies/gpcr.md) | SPONSORED ADS | $2.0m | 0.4% | 38,178 |  | Reduced −162,089 |
| [PROTAGONIST THERAPEUTICS INC (PTGX)](/companies/ptgx.md) | COM | $2.0m | 0.3% | 16,303 |  | Reduced −56,274 |
| HELIX ACQUISITION CORP III | USD CL A ORD SHS | $1.8m | 0.3% | 171,671 |  | Reduced −133,357 |
| [BIODESIX INC (BDSX)](/companies/bdsx.md) | COM | $1.6m | 0.3% | 70,000 |  | Reduced −4 |
| [TENAX THERAPEUTICS INC (TENX)](/companies/tenx.md) | COM NEW | $1.4m | 0.2% | 96,273 |  | Reduced −92,427 |
| [SAB BIOTHERAPEUTICS INC (SABS)](/companies/sabs.md) | COM NEW | $1.3m | 0.2% | 342,631 |  | Reduced −32,369 |
| CALCIMEDICA INC | COM NEW | $1.2m | 0.2% | 1,244,864 |  | New +1,244,864 |
| [LB PHARMACEUTICALS INC (LBRX)](/companies/lbrx.md) | COM SHS | $1.0m | 0.2% | 31,785 |  | Reduced −18,215 |
| [CELLECTAR BIOSCIENCES INC (CLRB)](/companies/clrb.md) | COM NEW | $986.7k | 0.2% | 354,938 |  | New +354,938 |
| [PERSONALIS INC (PSNL)](/companies/psnl.md) | COM | $810.8k | 0.1% | 470,000 | Call | New +470,000 |
| PROQR THRAPEUTICS N V | SHS EURO | $801.8k | 0.1% | 431,054 |  | New +431,054 |
| BIOHAVEN LTD | COM | $525.0k | <0.1% | 500,000 | Call | New +500,000 |
| SPDR SERIES TRUST | ST STR SP BIOT | $400.0k | <0.1% | 250,000 | Put | New +250,000 |
| ASTRAZENECA PLC | ORD | $180.0k | <0.1% | 25,000 | Call | New +25,000 |
| SPDR SERIES TRUST | ST STR SP BIOT | $178.0k | <0.1% | 400,000 | Call | Added +250,000 |
| [TANGO THERAPEUTICS INC (TNGX)](/companies/tngx.md) | COM | $175.0k | <0.1% | 100,000 | Call | New +100,000 |
| [REVOLUTION MEDICINES INC (RVMD)](/companies/rvmd.md) | COM | $127.5k | <0.1% | 30,000 | Put | Reduced −70,000 |
| [ERASCA INC (ERAS)](/companies/eras.md) | COM | $90.0k | <0.1% | 200,000 | Put | New +200,000 |
| ARK ETF TR | GENOMIC REV ETF | $75.0k | <0.1% | 100,000 | Put | New +100,000 |
| ROIVANT SCIENCES LTD | SHS | $40.0k | <0.1% | 100,000 | Put | New +100,000 |
| [VISTAGEN THERAPEUTICS INC (VTGN)](/companies/vtgn.md) | COM | $17.3k | <0.1% | 616,749 |  | Unchanged |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $15.0k | <0.1% | 15,000 | Put | New +15,000 |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −134,742 |
| [AVALO THERAPEUTICS INC (AVTX)](/companies/avtx.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −134,742 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −250,000 |
| [BOSTON SCIENTIFIC CORP (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −250,000 |
| [CAPRICOR THERAPEUTICS INC (CAPR)](/companies/capr.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −37,592 |
| [CAPRICOR THERAPEUTICS INC (CAPR)](/companies/capr.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −37,592 |
| [DENALI THERAPEUTICS INC (DNLI)](/companies/dnli.md) | COM | $0 | 0.0% | 0 |  | Sold out −426,561 |
| [DENALI THERAPEUTICS INC (DNLI)](/companies/dnli.md) | COM | $0 | 0.0% | 0 |  | Sold out −426,561 |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $0 | 0.0% | 0 |  | Sold out −506,075 |
| [DYNE THERAPEUTICS INC (DYN)](/companies/dyn.md) | COM | $0 | 0.0% | 0 |  | Sold out −506,075 |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −290,864 |
| [EDGEWISE THERAPEUTICS INC (EWTX)](/companies/ewtx.md) | COM | $0 | 0.0% | 0 |  | Sold out −290,864 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 | Call | Sold out −10,000 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 | Call | Sold out −10,000 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,588 |
| [EDWARDS LIFESCIENCES CORP (EW)](/companies/ew.md) | COM | $0 | 0.0% | 0 |  | Sold out −14,588 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −193,777 |
| [EVOMMUNE INC (EVMN)](/companies/evmn.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −193,777 |
| FORTE BIOSCIENCES INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −58,020 |
| FORTE BIOSCIENCES INC | COM NEW | $0 | 0.0% | 0 |  | Sold out −58,020 |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $0 | 0.0% | 0 |  | Sold out −63,543 |
| [IMMUNOCORE HLDGS PLC (IMCR)](/companies/imcr.md) | ADS | $0 | 0.0% | 0 |  | Sold out −63,543 |
| [IMMUNOVANT INC (IMVT)](/companies/imvt.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [IMMUNOVANT INC (IMVT)](/companies/imvt.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| INVESCO QQQ TR | UNIT SER 1 | $0 | 0.0% | 0 | Call | Sold out −40,000 |
| INVESCO QQQ TR | UNIT SER 1 | $0 | 0.0% | 0 | Call | Sold out −40,000 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,874,546 |
| [INVIVYD INC (IVVD)](/companies/ivvd.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,874,546 |
| [IONIS PHARMACEUTICALS INC (IONS)](/companies/ions.md) | COM | $0 | 0.0% | 0 |  | Sold out −26,385 |
| [IONIS PHARMACEUTICALS INC (IONS)](/companies/ions.md) | COM | $0 | 0.0% | 0 |  | Sold out −26,385 |
| [JADE BIOSCIENCES INC (JBIO)](/companies/jbio.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −154,034 |
| [JADE BIOSCIENCES INC (JBIO)](/companies/jbio.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −154,034 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,415 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $0 | 0.0% | 0 |  | Sold out −15,415 |
| [LIPOCINE INC NEW (LPCN)](/companies/lpcn.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −160,420 |
| [LIPOCINE INC NEW (LPCN)](/companies/lpcn.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −160,420 |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $0 | 0.0% | 0 |  | Sold out −499,469 |
| [MBX BIOSCIENCES INC (MBX)](/companies/mbx.md) | COM | $0 | 0.0% | 0 |  | Sold out −499,469 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $0 | 0.0% | 0 |  | Sold out −315,226 |
| [NURIX THERAPEUTICS INC (NRIX)](/companies/nrix.md) | COM | $0 | 0.0% | 0 |  | Sold out −315,226 |
| [OLEMA PHARMACEUTICALS INC (OLMA)](/companies/olma.md) | COM | $0 | 0.0% | 0 | Call | Sold out −25,000 |
| [OLEMA PHARMACEUTICALS INC (OLMA)](/companies/olma.md) | COM | $0 | 0.0% | 0 | Call | Sold out −25,000 |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [SCHOLAR ROCK HLDG CORP (SRRK)](/companies/srrk.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [SENSEI BIOTHERAPEUTICS INC (FTH)](/companies/fth.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −132,873 |
| [SENSEI BIOTHERAPEUTICS INC (FTH)](/companies/fth.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −132,873 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 | Call | Sold out −50,000 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $0 | 0.0% | 0 | Call | Sold out −50,000 |
| [SUTRO BIOPHARMA INC (STRO)](/companies/stro.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −23,295 |
| [SUTRO BIOPHARMA INC (STRO)](/companies/stro.md) | COM SHS | $0 | 0.0% | 0 |  | Sold out −23,295 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −150,000 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,215,743 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,215,743 |
| [SYNDAX PHARMACEUTICALS INC (SNDX)](/companies/sndx.md) | COM | $0 | 0.0% | 0 | Call | Sold out −150,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| TERNS PHARMACEUTICALS INC | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $0 | 0.0% | 0 |  | Sold out −43,110 |
| [TWIST BIOSCIENCE CORP (TWST)](/companies/twst.md) | COM | $0 | 0.0% | 0 |  | Sold out −43,110 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [TYRA BIOSCIENCES INC (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 | Call | Sold out −100,000 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −59,061 |
| [VAXCYTE INC (PCVX)](/companies/pcvx.md) | COM | $0 | 0.0% | 0 |  | Sold out −59,061 |
| [X4 PHARMACEUTICALS INC (XFOR)](/companies/xfor.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −850,742 |
| [X4 PHARMACEUTICALS INC (XFOR)](/companies/xfor.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −850,742 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001687. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.