Stempoint Capital
Latest statistics and disclosures from Stempoint Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TNGX, ABVX, RVMD, ERAS, BHVN, and represent 27.89% of Stempoint Capital's stock portfolio.
- Added to shares of these 10 stocks: TNGX (+$35M), ERAS (+$28M), KNSA (+$13M), TRAX (+$13M), DNTH (+$11M), ORKA (+$11M), TYRA (+$11M), SRZN (+$11M), CLYM (+$9.7M), PSNL (+$9.6M).
- Started 28 new stock positions in PRQR, CMPS, EQ, AURA, ARWR, DMRA, OVID, PSNL, AXSM, CLRB.
- Reduced shares in these 10 stocks: SRRK (-$49M), RVMD (-$36M), IMVT (-$22M), MBX (-$15M), DYN (-$9.2M), EWTX (-$9.2M), DFTX (-$8.9M), GPCR (-$8.7M), ARQT (-$8.3M), DNLI (-$8.2M).
- Sold out of its positions in IVVD, JBIO, AVTX, BSX, CAPR, DNLI, DYN, EWTX, EW, EVMN.
- Stempoint Capital was a net seller of stock by $-14M.
- Stempoint Capital has $611M in assets under management (AUM), dropping by -22.85%.
- Central Index Key (CIK): 0001952142
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Portfolio Holdings for Stempoint Capital
Stempoint Capital holds 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tango Therapeutics (TNGX) | 6.8 | $41M | +558% | 1.3M | 31.26 |
|
| Abivax Sa Sponsored Ads (ABVX) | 6.2 | $38M | -9% | 284k | 133.26 |
|
| Revolution Medicines (RVMD) | 5.8 | $36M | -50% | 190k | 187.28 |
|
| Erasca (ERAS) | 5.3 | $32M | +636% | 1.8M | 18.32 |
|
| Biohaven (BHVN) | 3.8 | $23M | 1.6M | 14.88 |
|
|
| Tyra Biosciences (TYRA) | 3.3 | $20M | +115% | 633k | 31.94 |
|
| Dianthus Therapeutics (DNTH) | 3.2 | $20M | +134% | 201k | 97.48 |
|
| Enliven Therapeutics (ELVN) | 2.9 | $18M | -4% | 347k | 50.75 |
|
| Mineralys Therapeutics (MLYS) | 2.7 | $16M | +12% | 603k | 26.98 |
|
| Roivant Sciences SHS (ROIV) | 2.6 | $16M | +16% | 448k | 35.39 |
|
| Surrozen Com New (SRZN) | 2.6 | $16M | +207% | 603k | 25.95 |
|
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 2.2 | $13M | NEW | 209k | 63.95 |
|
| Scholar Rock Hldg Corp (SRRK) | 2.2 | $13M | -78% | 239k | 55.00 |
|
| Alkermes SHS (ALKS) | 2.1 | $13M | +208% | 248k | 52.40 |
|
| First Tracks Biotherapeutics Ord Shs (TRAX) | 2.1 | $13M | NEW | 623k | 20.12 |
|
| Praxis Precision Medicines I Com New (PRAX) | 2.0 | $13M | -33% | 37k | 334.79 |
|
| Bioage Labs (BIOA) | 1.9 | $11M | +37% | 464k | 24.51 |
|
| Cg Oncology (CGON) | 1.9 | $11M | -22% | 159k | 71.05 |
|
| Oruka Therapeutics (ORKA) | 1.8 | $11M | NEW | 117k | 95.17 |
|
| Immunovant (IMVT) | 1.7 | $11M | -67% | 277k | 38.53 |
|
| Celcuity (CELC) | 1.7 | $10M | +63% | 98k | 104.62 |
|
| Relmada Therapeutics (RLMD) | 1.7 | $10M | +144% | 1.5M | 6.92 |
|
| Eliem Therapeutics (CLYM) | 1.6 | $9.7M | NEW | 743k | 13.04 |
|
| Personalis Ord (PSNL) | 1.6 | $9.6M | NEW | 718k | 13.40 |
|
| Spyre Therapeutics Com New (SYRE) | 1.6 | $9.5M | -36% | 107k | 88.78 |
|
| Zura Bio Class A Ord Shs (ZURA) | 1.3 | $8.1M | +81% | 1.4M | 5.90 |
|
| Inflarx Nv (IFRX) | 1.2 | $7.2M | NEW | 3.2M | 2.24 |
|
| Amylyx Pharmaceuticals (AMLX) | 1.1 | $6.9M | -42% | 384k | 17.96 |
|
| Celldex Therapeutics Com New (CLDX) | 1.1 | $6.6M | -29% | 178k | 37.21 |
|
| Ovid Therapeutics (OVID) | 1.1 | $6.5M | NEW | 2.4M | 2.69 |
|
| Equillium (EQ) | 1.1 | $6.5M | NEW | 2.0M | 3.20 |
|
| Definium Therapeutics Com Shs (DFTX) | 1.1 | $6.5M | -57% | 137k | 47.04 |
|
| Cytokinetics Com New (CYTK) | 1.1 | $6.4M | -41% | 76k | 85.19 |
|
| Damora Therapeutics Com New (DMRA) | 0.9 | $5.6M | NEW | 216k | 26.01 |
|
| Inventiva Sa Ads (IVA) | 0.9 | $5.4M | NEW | 1.4M | 3.78 |
|
| Century Therapeutics (IPSC) | 0.9 | $5.3M | NEW | 2.1M | 2.45 |
|
| Aura Biosciences (AURA) | 0.8 | $5.1M | NEW | 714k | 7.10 |
|
| Eyepoint Com New (EYPT) | 0.8 | $4.8M | -58% | 339k | 14.30 |
|
| Assembly Biosciences Com New (ASMB) | 0.8 | $4.7M | -8% | 170k | 27.48 |
|
| Aadi Bioscience (WHWK) | 0.8 | $4.7M | +8% | 1.0M | 4.58 |
|
| Xenon Pharmaceuticals (XENE) | 0.8 | $4.6M | -45% | 76k | 60.36 |
|
| Uniqure Nv SHS (QURE) | 0.7 | $4.1M | +12% | 88k | 46.06 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.7 | $4.0M | NEW | 285k | 14.15 |
|
| Avalyn Pharmaceuticals Com Shs | 0.6 | $3.9M | NEW | 118k | 32.92 |
|
| Maplight Therapeutics (MPLT) | 0.6 | $3.8M | +6% | 107k | 35.84 |
|
| Alumis (ALMS) | 0.6 | $3.8M | -40% | 136k | 28.14 |
|
| Axsome Therapeutics (AXSM) | 0.6 | $3.8M | NEW | 15k | 244.77 |
|
| Monte Rosa Therapeutics (GLUE) | 0.6 | $3.7M | NEW | 154k | 24.20 |
|
| ACADIA Pharmaceuticals (ACAD) | 0.6 | $3.6M | -40% | 143k | 25.30 |
|
| Solid Biosciences Com New (SLDB) | 0.6 | $3.6M | +83% | 359k | 9.99 |
|
| Crescent Biopharma (CBIO) | 0.5 | $3.3M | NEW | 182k | 18.00 |
|
| Arrowhead Pharmaceuticals (ARWR) | 0.5 | $3.2M | NEW | 39k | 81.51 |
|
| Kodiak Sciences (KOD) | 0.5 | $3.0M | NEW | 76k | 38.96 |
|
| Pharvaris N V (PHVS) | 0.5 | $2.8M | -6% | 81k | 34.58 |
|
| Monopar Therapeutics Com New (MNPR) | 0.5 | $2.8M | NEW | 30k | 92.59 |
|
| Rapport Therapeutics (RAPP) | 0.5 | $2.8M | NEW | 67k | 41.67 |
|
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.4 | $2.6M | -57% | 78k | 33.89 |
|
| Sionna Therapeutics (SION) | 0.4 | $2.6M | +62% | 59k | 43.99 |
|
| Arcutis Biotherapeutics (ARQT) | 0.4 | $2.6M | -76% | 99k | 26.22 |
|
| C4 Therapeutics Com Stk (CCCC) | 0.4 | $2.4M | +15% | 524k | 4.67 |
|
| Spruce Biosciences Com New (SPRB) | 0.4 | $2.2M | +550% | 41k | 54.00 |
|
| Cue Biopharma (CUE) | 0.3 | $2.1M | NEW | 67k | 31.56 |
|
| Structure Therapeutics Sponsored Ads (GPCR) | 0.3 | $2.0M | -80% | 38k | 53.67 |
|
| Protagonist Therapeutics (PTGX) | 0.3 | $2.0M | -77% | 16k | 122.58 |
|
| Helix Acquisition Corp Iii Usd Cl A Ord Shs (HLXC) | 0.3 | $1.8M | -43% | 172k | 10.64 |
|
| Biodesix (BDSX) | 0.3 | $1.6M | 70k | 22.55 |
|
|
| Tenax Therapeutics Com New (TENX) | 0.2 | $1.4M | -48% | 96k | 14.55 |
|
| Sab Biotherapeutics Com New (SABS) | 0.2 | $1.3M | -8% | 343k | 3.90 |
|
| Calcimedica Com New (CALC) | 0.2 | $1.2M | NEW | 1.2M | 0.96 |
|
| Spdr Series Trust St Str Sp Biot Put Option (XBI) | 0.2 | $1.0M | +333% | 650k | 1.60 |
|
| Lb Pharmaceuticals Com Shs (LBRX) | 0.2 | $1.0M | -36% | 32k | 32.45 |
|
| Cellectar Biosciences Com New (CLRB) | 0.2 | $987k | NEW | 355k | 2.78 |
|
| Proqr Thrapeutics N V Shs Euro (PRQR) | 0.1 | $802k | NEW | 431k | 1.86 |
|
| Astrazeneca Ord Call Option (AZN) | 0.0 | $180k | NEW | 25k | 7.20 |
|
| Ark Etf Tr Genomic Rev Etf Put Option (ARKG) | 0.0 | $75k | NEW | 100k | 0.75 |
|
| Vistagen Therapeutics Ord (VTGN) | 0.0 | $17k | 617k | 0.03 |
|
|
| Amgen Put Option (AMGN) | 0.0 | $15k | NEW | 15k | 1.00 |
|
Past Filings by Stempoint Capital
SEC 13F filings are viewable for Stempoint Capital going back to 2024
- Stempoint Capital 2026 Q2 filed Aug. 14, 2026
- Stempoint Capital 2026 Q1 amended filed May 18, 2026
- Stempoint Capital 2026 Q1 filed May 15, 2026
- Stempoint Capital 2025 Q4 filed Feb. 17, 2026
- Stempoint Capital 2025 Q3 filed Nov. 14, 2025
- Stempoint Capital 2025 Q2 filed Aug. 14, 2025
- Stempoint Capital 2025 Q1 filed May 15, 2025
- Stempoint Capital 2024 Q4 filed Feb. 14, 2025
- Stempoint Capital 2024 Q3 filed Nov. 13, 2024
- Stempoint Capital 2024 Q2 restated filed Aug. 13, 2024
- Stempoint Capital 2024 Q1 restated filed Aug. 9, 2024