Stempoint Capital

Stempoint Capital as of March 31, 2024

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Crinetics Pharmaceuticals In (CRNX) 10.8 $37M 795k 46.81
Arcutis Biotherapeutics (ARQT) 8.7 $30M 3.0M 9.91
Immunovant (IMVT) 8.2 $28M 877k 32.31
Syndax Pharmaceuticals (SNDX) 7.6 $26M 1.1M 23.80
Cabaletta Bio (CABA) 7.4 $26M 1.5M 17.06
Amicus Therapeutics (FOLD) 6.6 $23M 1.9M 11.78
Autolus Therapeutics Spon Ads (AUTL) 5.9 $21M 3.2M 6.38
Kalvista Pharmaceuticals (KALV) 4.0 $14M 1.2M 11.86
Applied Therapeutics (APLT) 4.0 $14M 2.0M 6.80
Eli Lilly & Co. (LLY) 3.4 $12M 15k 777.96
Vistagen Therapeutics Ord (VTGN) 2.4 $8.4M 1.8M 4.52
Pyxis Oncology Common Stock (PYXS) 2.2 $7.6M 1.8M 4.26
Insmed Com Par $.01 (INSM) 2.1 $7.4M 272k 27.13
Tourmaline Bio (TRML) 1.8 $6.3M 274k 22.90
Anaptysbio Inc Common (ANAB) 1.8 $6.1M 270k 22.52
Larimar Therapeutics (LRMR) 1.6 $5.6M 741k 7.59
Immatics SHS (IMTX) 1.5 $5.2M 492k 10.51
Soleno Therapeutics (SLNO) 1.4 $5.0M 116k 42.80
Acelyrin 1.4 $4.8M 715k 6.75
Janux Therapeutics (JANX) 1.3 $4.6M 122k 37.65
Moonlake Immunotherapeutics Class A Ord (MLTX) 1.3 $4.6M 91k 50.23
Annexon (ANNX) 1.3 $4.3M 605k 7.17
Fulcrum Therapeutics (FULC) 1.1 $3.8M 407k 9.44
Ideaya Biosciences (IDYA) 1.1 $3.8M 87k 43.88
Jasper Therapeutics Com New (JSPR) 1.1 $3.8M 129k 29.36
Avadel Pharmaceuticals (AVDL) 1.1 $3.8M 224k 16.89
Disc Medicine (IRON) 1.1 $3.7M 60k 62.26
Taysha Gene Therapies Com Shs (TSHA) 0.9 $3.1M 1.1M 2.87
Astria Therapeutics (ATXS) 0.8 $2.7M 230k 11.62
Spyre Therapeutics Com New (SYRE) 0.7 $2.4M 62k 37.93
Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) 0.6 $2.1M 200k 10.40
Effector Therapeutics Com New (EFTR) 0.6 $1.9M 133k 14.39
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.6 $1.9M 80k 23.65
Cg Oncology (CGON) 0.5 $1.8M 41k 43.90
Achilles Therapeutics Sponsored Ads (ACHL) 0.5 $1.7M 1.4M 1.25
Praxis Precision Medicines I Com New (PRAX) 0.5 $1.6M 27k 61.02
Dianthus Therapeutics (DNTH) 0.4 $1.3M 44k 30.00
Cargo Therapeutics (CRGX) 0.3 $1.1M 51k 22.32
Kyverna Therapeutics (KYTX) 0.3 $1.0M 41k 24.84
Spdr Ser Tr S&p Biotech Put Option (XBI) 0.3 $876k 1.2M 0.73
Merus N V Put Option (MRUS) 0.2 $797k 319k 2.50
Arcellx Common Stock Put Option (ACLX) 0.1 $514k 190k 2.70
Biohaven Put Option (BHVN) 0.1 $460k 114k 4.05
Roivant Sciences SHS Put Option (ROIV) 0.1 $323k 4.3M 0.07
Tarsus Pharmaceuticals Put Option (TARS) 0.1 $225k 272k 0.82
Avidity Biosciences Ord Call Option (RNA) 0.1 $184k 75k 2.45
Vera Therapeutics Cl A Put Option (VERA) 0.0 $75k 40k 1.88
Krystal Biotech Put Option (KRYS) 0.0 $71k 20k 3.55
Protara Therapeutics Com Stk Call Option (TARA) 0.0 $39k 256k 0.15
United Therapeutics Corporation Call Option (UTHR) 0.0 $11k 10k 1.07