Sponsored

The Analysis of STEMPOINT CAPITAL LP's Holdings & P&L

Currently, STEMPOINT CAPITAL LP holds 70 types of securities in its portfolio with a total value $512.5M. In the most recent quarter, they have increased their positions in SRRK (+1.0M shares, valued at $50.9M), ABVX (+313.8K shares, valued at $34.9M), SNDX (+1.2M shares, valued at $28.4M); initiated new positions in SRRK (+1.0M shares, valued at $50.9M), ABVX (+313.8K shares, valued at $34.9M), SNDX (+1.2M shares, valued at $28.4M).

1M P&L

+11.0M+2.38%

3M P&L

+33.7M+7.64%

HY P&L

+73.0M+18.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Biotechnology426.3M

96.2%

2Drug Manufacturers - Specialty & Generic8.8M

2.0%

3Drug Manufacturers - General3.8M

0.9%

Top Industries by Stock Count

1Biotechnology48 stocks

88.9%

2Drug Manufacturers - Specialty & Generic2 stocks

3.7%

3Diagnostics & Research2 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SRRK SCHOLAR ROCK HLDG CORP1.0M sharesnew addition2026-03-312026-05-15

ABVX ABIVAX SA313.8K sharesnew addition2026-03-312026-05-15

SNDX SYNDAX PHARMACEUTICALS INC1.2M sharesnew addition2026-03-312026-05-15

RVMD REVOLUTION MEDICINES INC281.6K sharesnew addition2026-03-312026-05-15

IMVT IMMUNOVANT INC746.5K sharesnew addition2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I56.3K sharesnew addition2026-03-312026-05-15

MBX MBX BIOSCIENCES INC499.5K sharesnew addition2026-03-312026-05-15

MLYS MINERALYS THERAPEUTICS INC533.4K sharesnew addition2026-03-312026-05-15

Sponsored

ELVN ENLIVEN THERAPEUTICS INC363.4K sharesnew addition2026-03-312026-05-15

CGON CG ONCOLOGY INC205.6K sharesnew addition2026-03-312026-05-15

BIOHAVEN LTD BIOHAVEN LTD1.6M sharesnew addition2026-03-312026-05-15

ROIV ROIVANT SCIENCES LTD385.8K sharesnew addition2026-03-312026-05-15

EYPT EYEPOINT INC810.8K sharesnew addition2026-03-312026-05-15

ARQT ARCUTIS BIOTHERAPEUTICS INC413.8K sharesnew addition2026-03-312026-05-15

GPCR STRUCTURE THERAPEUTICS INC200.3K sharesnew addition2026-03-312026-05-15

AMLX AMYLYX PHARMACEUTICALS INC669.7K sharesnew addition2026-03-312026-05-15

Sponsored

DYN DYNE THERAPEUTICS INC506.1K sharesnew addition2026-03-312026-05-15

EWTX EDGEWISE THERAPEUTICS INC290.9K sharesnew addition2026-03-312026-05-15

CYTK CYTOKINETICS INC129.6K sharesnew addition2026-03-312026-05-15

SYRE SPYRE THERAPEUTICS INC167.6K sharesnew addition2026-03-312026-05-15

DNLI DENALI THERAPEUTICS INC426.6K sharesnew addition2026-03-312026-05-15

XENE XENON PHARMACEUTICALS INC140.8K sharesnew addition2026-03-312026-05-15

CLDX CELLDEX THERAPEUTICS INC NEW254.3K sharesnew addition2026-03-312026-05-15

PTGX PROTAGONIST THERAPEUTICS INC72.6K sharesnew addition2026-03-312026-05-15

Sponsored

TYRA TYRA BIOSCIENCES INC193.2K sharesnew addition2026-03-312026-05-15

DNTH DIANTHUS THERAPEUTICS INC85.5K sharesnew addition2026-03-312026-05-15

CELC CELCUITY INC60.1K sharesnew addition2026-03-312026-05-15

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC325.5K sharesnew addition2026-03-312026-05-15

BIOA BIOAGE LABS INC338.7K sharesnew addition2026-03-312026-05-15

NAMS NEWAMSTERDAM PHARMA COMPANY180.7K sharesnew addition2026-03-312026-05-15

SURROZEN INC SURROZEN INC196.0K sharesnew addition2026-03-312026-05-15

ACAD ACADIA PHARMACEUTICALS INC242.6K sharesnew addition2026-03-312026-05-15

Sponsored

ASSEMBLY BIOSCIENCES INC ASSEMBLY BIOSCIENCES INC185.4K sharesnew addition2026-03-312026-05-15

ALMS ALUMIS INC229.6K sharesnew addition2026-03-312026-05-15

NRIX NURIX THERAPEUTICS INC315.2K sharesnew addition2026-03-312026-05-15

ZURA ZURA BIO LTD753.5K sharesnew addition2026-03-312026-05-15

EVOMMUNE INC EVOMMUNE INC193.8K sharesnew addition2026-03-312026-05-15

TNGX TANGO THERAPEUTICS INC200.9K sharesnew addition2026-03-312026-05-15

SNSE SENSEI BIOTHERAPEUTICS INC132.9K sharesnew addition2026-03-312026-05-15

RLMD RELMADA THERAPEUTICS INC597.4K sharesnew addition2026-03-312026-05-15

Sponsored

ERAS ERASCA INC239.9K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON15.4K sharesnew addition2026-03-312026-05-15

XFOR X4 PHARMACEUTICALS INC850.7K sharesnew addition2026-03-312026-05-15

PCVX VAXCYTE INC59.1K sharesnew addition2026-03-312026-05-15

WHWK WHITEHAWK THERAPEUTICS INC939.4K sharesnew addition2026-03-312026-05-15

HELIX ACQUISITION CORP III HELIX ACQUISITION CORP III305.0K sharesnew addition2026-03-312026-05-15

TENAX THERAPEUTICS INC TENAX THERAPEUTICS INC188.7K sharesnew addition2026-03-312026-05-15

ALKS ALKERMES PLC80.5K sharesnew addition2026-03-312026-05-15

Sponsored

PHVS PHARVARIS N V86.6K sharesnew addition2026-03-312026-05-15

IVVD INVIVYD INC1.9M sharesnew addition2026-03-312026-05-15

JBIO JADE BIOSCIENCES INC154.0K sharesnew addition2026-03-312026-05-15

TWST TWIST BIOSCIENCE CORP43.1K sharesnew addition2026-03-312026-05-15

MAPLIGHT THERAPEUTICS INC MAPLIGHT THERAPEUTICS INC100.0K sharesnew addition2026-03-312026-05-15

AVALO THERAPEUTICS INC AVALO THERAPEUTICS INC134.7K sharesnew addition2026-03-312026-05-15

IONS IONIS PHARMACEUTICALS INC26.4K sharesnew addition2026-03-312026-05-15

IMCR IMMUNOCORE HLDGS PLC63.5K sharesnew addition2026-03-312026-05-15

Sponsored

FORTE BIOSCIENCES INC FORTE BIOSCIENCES INC58.0K sharesnew addition2026-03-312026-05-15

SION SIONNA THERAPEUTICS INC36.5K sharesnew addition2026-03-312026-05-15

SAB BIOTHERAPEUTICS INC SAB BIOTHERAPEUTICS INC375.0K sharesnew addition2026-03-312026-05-15

SOLID BIOSCIENCES INC SOLID BIOSCIENCES INC195.4K sharesnew addition2026-03-312026-05-15

LIPOCINE INC NEW LIPOCINE INC NEW160.4K sharesnew addition2026-03-312026-05-15

QURE UNIQURE NV78.1K sharesnew addition2026-03-312026-05-15

LBRX LB PHARMACEUTICALS INC50.0K sharesnew addition2026-03-312026-05-15

CCCC C4 THERAPEUTICS INC453.2K sharesnew addition2026-03-312026-05-15

Sponsored

EW EDWARDS LIFESCIENCES CORP14.6K sharesnew addition2026-03-312026-05-15

CAPR CAPRICOR THERAPEUTICS INC37.6K sharesnew addition2026-03-312026-05-15

BDSX BIODESIX INC70.0K sharesnew addition2026-03-312026-05-15

SUTRO BIOPHARMA INC SUTRO BIOPHARMA INC23.3K sharesnew addition2026-03-312026-05-15

SPRB SPRUCE BIOSCIENCES INC6.4K sharesnew addition2026-03-312026-05-15

VISTAGEN THERAPEUTICS INC VISTAGEN THERAPEUTICS INC616.7K sharesnew addition2026-03-312026-05-15

SRRK

SCHOLAR ROCK HLDG CORP

New

Shares1.0M

Event2026-03-31

Filed2026-05-15

ABVX

ABIVAX SA

New

Shares313.8K

Event2026-03-31

Filed2026-05-15

SNDX

SYNDAX PHARMACEUTICALS INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

RVMD

REVOLUTION MEDICINES INC

New

Shares281.6K

Event2026-03-31

Filed2026-05-15

IMVT

IMMUNOVANT INC

New

Shares746.5K

Event2026-03-31

Filed2026-05-15

PRAXIS PRECISION MEDICINES I

New

Shares56.3K

Event2026-03-31

Filed2026-05-15

MBX

MBX BIOSCIENCES INC

New

Shares499.5K

Event2026-03-31

Filed2026-05-15

MLYS

MINERALYS THERAPEUTICS INC

New

Shares533.4K

Event2026-03-31

Filed2026-05-15

ELVN

ENLIVEN THERAPEUTICS INC

New

Shares363.4K

Event2026-03-31

Filed2026-05-15

CGON

CG ONCOLOGY INC

New

Shares205.6K

Event2026-03-31

Filed2026-05-15

BIOHAVEN LTD

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD

New

Shares385.8K

Event2026-03-31

Filed2026-05-15

EYPT

EYEPOINT INC

New

Shares810.8K

Event2026-03-31

Filed2026-05-15

ARQT

ARCUTIS BIOTHERAPEUTICS INC

New

Shares413.8K

Event2026-03-31

Filed2026-05-15

GPCR

STRUCTURE THERAPEUTICS INC

New

Shares200.3K

Event2026-03-31

Filed2026-05-15

AMLX

AMYLYX PHARMACEUTICALS INC

New

Shares669.7K

Event2026-03-31

Filed2026-05-15

DYN

DYNE THERAPEUTICS INC

New

Shares506.1K

Event2026-03-31

Filed2026-05-15

EWTX

EDGEWISE THERAPEUTICS INC

New

Shares290.9K

Event2026-03-31

Filed2026-05-15

CYTK

CYTOKINETICS INC

New

Shares129.6K

Event2026-03-31

Filed2026-05-15

SYRE

SPYRE THERAPEUTICS INC

New

Shares167.6K

Event2026-03-31

Filed2026-05-15

DNLI

DENALI THERAPEUTICS INC

New

Shares426.6K

Event2026-03-31

Filed2026-05-15

XENE

XENON PHARMACEUTICALS INC

New

Shares140.8K

Event2026-03-31

Filed2026-05-15

CLDX

CELLDEX THERAPEUTICS INC NEW

New

Shares254.3K

Event2026-03-31

Filed2026-05-15

PTGX

PROTAGONIST THERAPEUTICS INC

New

Shares72.6K

Event2026-03-31

Filed2026-05-15

TYRA

TYRA BIOSCIENCES INC

New

Shares193.2K

Event2026-03-31

Filed2026-05-15

DNTH

DIANTHUS THERAPEUTICS INC

New

Shares85.5K

Event2026-03-31

Filed2026-05-15

CELC

CELCUITY INC

New

Shares60.1K

Event2026-03-31

Filed2026-05-15

DEFINIUM THERAPEUTICS INC

New

Shares325.5K

Event2026-03-31

Filed2026-05-15

BIOA

BIOAGE LABS INC

New

Shares338.7K

Event2026-03-31

Filed2026-05-15

NAMS

NEWAMSTERDAM PHARMA COMPANY

New

Shares180.7K

Event2026-03-31

Filed2026-05-15

SURROZEN INC

New

Shares196.0K

Event2026-03-31

Filed2026-05-15

ACAD

ACADIA PHARMACEUTICALS INC

New

Shares242.6K

Event2026-03-31

Filed2026-05-15

ASSEMBLY BIOSCIENCES INC

New

Shares185.4K

Event2026-03-31

Filed2026-05-15

ALMS

ALUMIS INC

New

Shares229.6K

Event2026-03-31

Filed2026-05-15

NRIX

NURIX THERAPEUTICS INC

New

Shares315.2K

Event2026-03-31

Filed2026-05-15

ZURA

ZURA BIO LTD

New

Shares753.5K

Event2026-03-31

Filed2026-05-15

EVOMMUNE INC

New

Shares193.8K

Event2026-03-31

Filed2026-05-15

TNGX

TANGO THERAPEUTICS INC

New

Shares200.9K

Event2026-03-31

Filed2026-05-15

SNSE

SENSEI BIOTHERAPEUTICS INC

New

Shares132.9K

Event2026-03-31

Filed2026-05-15

RLMD

RELMADA THERAPEUTICS INC

New

Shares597.4K

Event2026-03-31

Filed2026-05-15

ERAS

ERASCA INC

New

Shares239.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

New

Shares15.4K

Event2026-03-31

Filed2026-05-15

XFOR

X4 PHARMACEUTICALS INC

New

Shares850.7K

Event2026-03-31

Filed2026-05-15

PCVX

VAXCYTE INC

New

Shares59.1K

Event2026-03-31

Filed2026-05-15

WHWK

WHITEHAWK THERAPEUTICS INC

New

Shares939.4K

Event2026-03-31

Filed2026-05-15

HELIX ACQUISITION CORP III

New

Shares305.0K

Event2026-03-31

Filed2026-05-15

TENAX THERAPEUTICS INC

New

Shares188.7K

Event2026-03-31

Filed2026-05-15

ALKS

ALKERMES PLC

New

Shares80.5K

Event2026-03-31

Filed2026-05-15

PHVS

PHARVARIS N V

New

Shares86.6K

Event2026-03-31

Filed2026-05-15

IVVD

INVIVYD INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

JBIO

JADE BIOSCIENCES INC

New

Shares154.0K

Event2026-03-31

Filed2026-05-15

TWST

TWIST BIOSCIENCE CORP

New

Shares43.1K

Event2026-03-31

Filed2026-05-15

MAPLIGHT THERAPEUTICS INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

AVALO THERAPEUTICS INC

New

Shares134.7K

Event2026-03-31

Filed2026-05-15

IONS

IONIS PHARMACEUTICALS INC

New

Shares26.4K

Event2026-03-31

Filed2026-05-15

IMCR

IMMUNOCORE HLDGS PLC

New

Shares63.5K

Event2026-03-31

Filed2026-05-15

FORTE BIOSCIENCES INC

New

Shares58.0K

Event2026-03-31

Filed2026-05-15

SION

SIONNA THERAPEUTICS INC

New

Shares36.5K

Event2026-03-31

Filed2026-05-15

SAB BIOTHERAPEUTICS INC

New

Shares375.0K

Event2026-03-31

Filed2026-05-15

SOLID BIOSCIENCES INC

New

Shares195.4K

Event2026-03-31

Filed2026-05-15

LIPOCINE INC NEW

New

Shares160.4K

Event2026-03-31

Filed2026-05-15

QURE

UNIQURE NV

New

Shares78.1K

Event2026-03-31

Filed2026-05-15

LBRX

LB PHARMACEUTICALS INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

CCCC

C4 THERAPEUTICS INC

New

Shares453.2K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

New

Shares14.6K

Event2026-03-31

Filed2026-05-15

CAPR

CAPRICOR THERAPEUTICS INC

New

Shares37.6K

Event2026-03-31

Filed2026-05-15

BDSX

BIODESIX INC

New

Shares70.0K

Event2026-03-31

Filed2026-05-15

SUTRO BIOPHARMA INC

New

Shares23.3K

Event2026-03-31

Filed2026-05-15

SPRB

SPRUCE BIOSCIENCES INC

New

Shares6.4K

Event2026-03-31

Filed2026-05-15

VISTAGEN THERAPEUTICS INC

New

Shares616.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

SRRK Call CallSCHOLAR ROCK HLDG CORP100.0K sharesnew addition2026-03-312026-05-15

TYRA Call CallTYRA BIOSCIENCES INC100.0K sharesnew addition2026-03-312026-05-15

IMVT Call CallIMMUNOVANT INC100.0K sharesnew addition2026-03-312026-05-15

XBI Call CallSPDR SERIES TRUST150.0K sharesnew addition2026-03-312026-05-15

SNDX Call CallSYNDAX PHARMACEUTICALS INC150.0K sharesnew addition2026-03-312026-05-15

SPY Call CallSTATE STR SPDR S&P 500 ETF T50.0K sharesnew addition2026-03-312026-05-15

INVESCO QQQ TR Call CallINVESCO QQQ TR40.0K sharesnew addition2026-03-312026-05-15

BSX Call CallBOSTON SCIENTIFIC CORP250.0K sharesnew addition2026-03-312026-05-15

TERN Call CallTERNS PHARMACEUTICALS INC100.0K sharesnew addition2026-03-312026-05-15

OLMA Call CallOLEMA PHARMACEUTICALS INC25.0K sharesnew addition2026-03-312026-05-15

EW Call CallEDWARDS LIFESCIENCES CORP10.0K sharesnew addition2026-03-312026-05-15

SRRK Call

SCHOLAR ROCK HLDG CORP

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

TYRA Call

TYRA BIOSCIENCES INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

IMVT Call

IMMUNOVANT INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

XBI Call

SPDR SERIES TRUST

New

Shares150.0K

Event2026-03-31

Filed2026-05-15

SNDX Call

SYNDAX PHARMACEUTICALS INC

New

Shares150.0K

Event2026-03-31

Filed2026-05-15

SPY Call

STATE STR SPDR S&P 500 ETF T

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR Call

INVESCO QQQ TR

New

Shares40.0K

Event2026-03-31

Filed2026-05-15

BSX Call

BOSTON SCIENTIFIC CORP

New

Shares250.0K

Event2026-03-31

Filed2026-05-15

TERN Call

TERNS PHARMACEUTICALS INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15

OLMA Call

OLEMA PHARMACEUTICALS INC

New

Shares25.0K

Event2026-03-31

Filed2026-05-15

EW Call

EDWARDS LIFESCIENCES CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

RVMD Put PutREVOLUTION MEDICINES INC100.0K sharesnew addition2026-03-312026-05-15

RVMD Put

REVOLUTION MEDICINES INC

New

Shares100.0K

Event2026-03-31

Filed2026-05-15