The Analysis of STEMPOINT CAPITAL LP's Holdings

Currently, STEMPOINT CAPITAL LP holds 77 types of securities in its portfolio with a total value $498.9M. In the most recent quarter, they have increased their positions in ROIV (+3.6M shares, valued at $54.4M), DNLI (+1.0M shares, valued at $14.9M), BHVN (+842.6K shares, valued at $12.6M); decreased their positions in MDGL (-44.5K shares, valued at $20.4M), MLYS (-473.5K shares, valued at $18.0M), ACLX (-190.1K shares, valued at $15.6M); initiated new positions in ARGX (+12.5K shares, valued at $9.2M), RVMD (+185.4K shares, valued at $8.7M), XENE (+192.3K shares, valued at $7.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ROIV ROIVANT SCIENCES LTD4.2M shares597.46%2025-09-302025-11-14

QURE UNIQURE NV522.2K shares-8.81%2025-09-302025-11-14

SRRK SCHOLAR ROCK HLDG CORP726.2K shares37.51%2025-09-302025-11-14

IMVT IMMUNOVANT INC1.6M shares22.19%2025-09-302025-11-14

DNLI DENALI THERAPEUTICS INC1.7M shares145.04%2025-09-302025-11-14

SNDX SYNDAX PHARMACEUTICALS INC1.4M shares-42.42%2025-09-302025-11-14

CNTA CENTESSA PHARMACEUTICALS PLC655.4K shares-48.22%2025-09-302025-11-14

WVE WAVE LIFE SCIENCES LTD2.1M shares134.37%2025-09-302025-11-14

Sponsored

BHVN BIOHAVEN LTD1.0M shares482.14%2025-09-302025-11-14

CDTX CIDARA THERAPEUTICS INC152.3K shares-42.90%2025-09-302025-11-14

ABVX ABIVAX SA166.3K shares89.49%2025-09-302025-11-14

IDYA IDEAYA BIOSCIENCES INC371.8K shares124.15%2025-09-302025-11-14

RYTM RHYTHM PHARMACEUTICALS INC91.4K shares-48.26%2025-09-302025-11-14

ARGX ARGENX SE12.5K sharesnew addition2025-09-302025-11-14

SRZN SURROZEN INC713.5K shares3.92%2025-09-302025-11-14

RVMD REVOLUTION MEDICINES INC185.4K sharesnew addition2025-09-302025-11-14

Sponsored

RZLT REZOLUTE INC917.6K shares42.34%2025-09-302025-11-14

GHRS GH RESEARCH PLC545.3K shares440.81%2025-09-302025-11-14

ARQT ARCUTIS BIOTHERAPEUTICS INC411.9K shares100.27%2025-09-302025-11-14

VTGN VISTAGEN THERAPEUTICS INC2.5M shares3.13%2025-09-302025-11-14

XENE XENON PHARMACEUTICALS INC192.3K sharesnew addition2025-09-302025-11-14

ALKS ALKERMES PLC241.6K shares-31.18%2025-09-302025-11-14

CELC CELCUITY INC136.7K sharesnew addition2025-09-302025-11-14

BBIO BRIDGEBIO PHARMA INC127.4K shares133.27%2025-09-302025-11-14

Sponsored

INSM INSMED INC43.4K shares-29.49%2025-09-302025-11-14

DYN DYNE THERAPEUTICS INC474.6K sharesnew addition2025-09-302025-11-14

MLYS MINERALYS THERAPEUTICS INC158.1K shares-74.97%2025-09-302025-11-14

AKRO AKERO THERAPEUTICS INC121.4K shares3.97%2025-09-302025-11-14

JAZZ JAZZ PHARMACEUTICALS PLC39.1K sharesnew addition2025-09-302025-11-14

RNA AVIDITY BIOSCIENCES INC114.1K sharesnew addition2025-09-302025-11-14

NAMS NEWAMSTERDAM PHARMA COMPANY150.6K shares-1.36%2025-09-302025-11-14

OCUL OCULAR THERAPEUTIX INC359.5K sharesnew addition2025-09-302025-11-14

Sponsored

MDGL MADRIGAL PHARMACEUTICALS INC8.2K shares-84.43%2025-09-302025-11-14

AMLX AMYLYX PHARMACEUTICALS INC276.9K sharesnew addition2025-09-302025-11-14

INCY INCYTE CORP43.8K sharesnew addition2025-09-302025-11-14

GPCR STRUCTURE THERAPEUTICS INC129.3K sharesnew addition2025-09-302025-11-14

TRVI TREVI THERAPEUTICS INC350.7K sharesnew addition2025-09-302025-11-14

PTGX PROTAGONIST THERAPEUTICS INC48.0K shares185.95%2025-09-302025-11-14

NKTR NEKTAR THERAPEUTICS53.2K sharesnew addition2025-09-302025-11-14

ASND ASCENDIS PHARMA A/S15.1K sharesnew addition2025-09-302025-11-14

Sponsored

XLO 4.0M sharesnew addition2025-09-302025-11-14

TECX TECTONIC THERAPEUTIC INC189.0K shares372.50%2025-09-302025-11-14

HROW HARROW INC57.6K sharesnew addition2025-09-302025-11-14

TSHA TAYSHA GENE THERAPIES INC839.7K shares-30.26%2025-09-302025-11-14

EQ EQUILLIUM INC1.9M sharesnew addition2025-09-302025-11-14

UTHR UNITED THERAPEUTICS CORP DEL6.3K sharesnew addition2025-09-302025-11-14

CGON CG ONCOLOGY INC63.0K sharesnew addition2025-09-302025-11-14

QQQ INVESCO QQQ TR3.8K sharesnew addition2025-09-302025-11-14

Sponsored

BBOT BRIDGEBIO ONCOLOGY THERAPEUT186.6K sharesnew addition2025-09-302025-11-14

TNGX TANGO THERAPEUTICS INC245.4K shares17.52%2025-09-302025-11-14

ORIC ORIC PHARMACEUTICALS INC166.5K shares-17.09%2025-09-302025-11-14

XFOR X4 PHARMACEUTICALS INC555.4K sharesnew addition2025-09-302025-11-14

PEPG PEPGEN INC389.2K sharesnew addition2025-09-302025-11-14

ASMB ASSEMBLY BIOSCIENCES INC66.1K sharesnew addition2025-09-302025-11-14

DNTH DIANTHUS THERAPEUTICS INC41.4K sharesnew addition2025-09-302025-11-14

PCSC PERCEPTIVE CAP SOLUTIONS COR150.0K shares0.00%2025-09-302025-11-14

Sponsored

TARA PROTARA THERAPEUTICS INC363.7K shares-68.20%2025-09-302025-11-14

CMPS COMPASS PATHWAYS PLC275.6K sharesnew addition2025-09-302025-11-14

PYXS PYXIS ONCOLOGY INC689.5K sharesnew addition2025-09-302025-11-14

MBX MBX BIOSCIENCES INC75.0K shares-46.82%2025-09-302025-11-14

ADCT ADC THERAPEUTICS SA283.3K shares0.00%2025-09-302025-11-14

ACLX ARCELLX INC11.4K shares-94.35%2025-09-302025-11-14

ABUS ARBUTUS BIOPHARMA CORP205.4K sharesnew addition2025-09-302025-11-14

MNMD MIND MEDICINE MINDMED INC76.9K shares-15.38%2025-09-302025-11-14

Sponsored

ENTA ENANTA PHARMACEUTICALS INC75.2K sharesnew addition2025-09-302025-11-14

ZBIO ZENAS BIOPHARMA INC38.7K sharesnew addition2025-09-302025-11-14

WHWK WHITEHAWK THERAPEUTICS INC424.1K sharesnew addition2025-09-302025-11-14

CRVS CORVUS PHARMACEUTICALS INC96.4K sharesnew addition2025-09-302025-11-14

KALV KALVISTA PHARMACEUTICALS INC56.8K shares-85.32%2025-09-302025-11-14

MGTX MEIRAGTX HLDGS PLC81.9K sharesnew addition2025-09-302025-11-14

TERN TERNS PHARMACEUTICALS INC89.6K sharesnew addition2025-09-302025-11-14

ARCT ARCTURUS THERAPEUTICS HLDGS35.6K sharesnew addition2025-09-302025-11-14

Sponsored

VTYX VENTYX BIOSCIENCES INC167.5K sharesnew addition2025-09-302025-11-14

ATAI ATAI LIFE SCIENCES NV76.0K sharesnew addition2025-09-302025-11-14

CLPT CLEARPOINT NEURO INC16.7K sharesnew addition2025-09-302025-11-14

IVVD INVIVYD INC278.6K sharesnew addition2025-09-302025-11-14

IVA INVENTIVA SA30.8K sharesnew addition2025-09-302025-11-14

Call Option Holdings

BHVN Call CallBIOHAVEN LTD480.0K sharesnew addition2025-09-302025-11-14

CNTA Call CallCENTESSA PHARMACEUTICALS PLC172.5K sharesnew addition2025-09-302025-11-14

IONS Call CallIONIS PHARMACEUTICALS INC50.0K sharesnew addition2025-09-302025-11-14

CRSP Call CallCRISPR THERAPEUTICS AG40.0K sharesnew addition2025-09-302025-11-14

SNDX Call CallSYNDAX PHARMACEUTICALS INC100.0K sharesnew addition2025-09-302025-11-14

IMVT Call CallIMMUNOVANT INC250.0K shares150.00%2025-09-302025-11-14

ARKG Call CallARK ETF TR200.0K sharesnew addition2025-09-302025-11-14

SRRK Call CallSCHOLAR ROCK HLDG CORP18.4K sharesnew addition2025-09-302025-11-14

ABUS Call CallARBUTUS BIOPHARMA CORP95.0K sharesnew addition2025-09-302025-11-14

Put Option Holdings

XBI Put PutSPDR SERIES TRUST1.5M sharesnew addition2025-09-302025-11-14

AKRO Put PutAKERO THERAPEUTICS INC15.5K sharesnew addition2025-09-302025-11-14