Stempoint Capital

Stempoint Capital as of Dec. 31, 2024

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 51 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Syndax Pharmaceuticals (SNDX) 9.6 $41M 3.1M 13.22
Roivant Sciences SHS (ROIV) 7.5 $32M 2.7M 11.83
Arcutis Biotherapeutics (ARQT) 6.8 $29M 2.1M 13.93
Immunovant (IMVT) 6.5 $28M 1.1M 24.77
Merus N V (MRUS) 6.1 $26M 615k 42.05
Crinetics Pharmaceuticals In (CRNX) 3.8 $16M 317k 51.13
Xenon Pharmaceuticals (XENE) 3.5 $15M 376k 39.20
Incyte Corporation (INCY) 3.1 $13M 194k 69.07
Alkermes SHS (ALKS) 2.8 $12M 417k 28.76
Denali Therapeutics (DNLI) 2.8 $12M 584k 20.38
Rhythm Pharmaceuticals (RYTM) 2.7 $12M 208k 55.98
Scholar Rock Hldg Corp (SRRK) 2.7 $12M 266k 43.22
Nuvalent Inc-a (NUVL) 2.7 $11M 145k 78.28
Centessa Pharmaceuticals Sponsored Ads (CNTA) 2.5 $11M 642k 16.75
Praxis Precision Medicines I Com New (PRAX) 2.4 $10M 134k 76.96
Bristol Myers Squibb (BMY) 2.2 $9.4M 166k 56.56
Wave Life Sciences SHS (WVE) 2.1 $8.9M 721k 12.37
Revolution Medicines (RVMD) 2.0 $8.5M 194k 43.74
Kalvista Pharmaceuticals (KALV) 2.0 $8.4M 993k 8.47
Janux Therapeutics (JANX) 1.8 $7.8M 146k 53.54
Insmed Com Par $.01 (INSM) 1.7 $7.4M 107k 69.04
Iovance Biotherapeutics (IOVA) 1.6 $7.0M 949k 7.40
Biontech Se Sponsored Ads (BNTX) 1.6 $7.0M 61k 113.95
Biohaven (BHVN) 1.6 $7.0M 186k 37.35
Protagonist Therapeutics (PTGX) 1.3 $5.5M 142k 38.60
Acelyrin 1.3 $5.4M 1.7M 3.14
Surrozen Com New (SRZN) 1.2 $5.0M 351k 14.35
Mineralys Therapeutics (MLYS) 1.2 $4.9M 400k 12.31
Neumora Therapeutics (NMRA) 1.1 $4.5M 428k 10.60
Eyepoint Pharmaceuticals Com New (EYPT) 1.0 $4.3M 580k 7.45
Ultragenyx Pharmaceutical (RARE) 1.0 $4.3M 102k 42.07
89bio (ETNB) 1.0 $4.3M 546k 7.82
Cytokinetics Com New (CYTK) 0.9 $3.9M 84k 47.04
Contineum Therapeutics Cl A (CTNM) 0.9 $3.9M 266k 14.65
Edgewise Therapeutics (EWTX) 0.8 $3.5M 133k 26.70
Rocket Pharmaceuticals (RCKT) 0.8 $3.4M 271k 12.57
Vistagen Therapeutics Ord (VTGN) 0.8 $3.4M 2.3M 1.45
Jasper Therapeutics Com New (JSPR) 0.7 $2.9M 135k 21.38
Tourmaline Bio (TRML) 0.6 $2.6M 126k 20.28
Enliven Therapeutics (ELVN) 0.5 $2.2M 97k 22.50
Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) 0.5 $2.1M 201k 10.50
Protara Therapeutics Com Stk (TARA) 0.4 $1.8M 332k 5.28
Uniqure Nv SHS (QURE) 0.4 $1.6M 90k 17.66
Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) 0.4 $1.5M 150k 10.18
Verona Pharma Sponsored Ads (VRNA) 0.3 $1.3M 28k 46.44
Cidara Therapeutics Com New (CDTX) 0.3 $1.3M 48k 26.88
Atyr Pharma Com New (ATYR) 0.2 $726k 201k 3.62
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.1 $520k 85k 6.12
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.1 $515k 70k 7.35
Tectonic Therapeutic (TECX) 0.1 $436k 9.4k 46.17
Hims & Hers Health Com Cl A Call Option (HIMS) 0.0 $75k 75k 1.00