Stempoint Capital as of March 31, 2025
Portfolio Holdings for Stempoint Capital
Stempoint Capital holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roivant Sciences SHS (ROIV) | 8.2 | $26M | 2.6M | 10.09 | |
| Syndax Pharmaceuticals (SNDX) | 6.2 | $20M | 1.6M | 12.29 | |
| Scholar Rock Hldg Corp (SRRK) | 5.8 | $18M | 566k | 32.15 | |
| Arcellx Common Stock (ACLX) | 5.7 | $18M | 274k | 65.60 | |
| Merus N V (MRUS) | 4.6 | $15M | 347k | 42.09 | |
| Immunovant (IMVT) | 4.6 | $15M | 854k | 17.09 | |
| Madrigal Pharmaceuticals (MDGL) | 4.3 | $14M | 41k | 331.23 | |
| Nuvalent Inc-a (NUVL) | 4.3 | $14M | 190k | 70.92 | |
| Revolution Medicines (RVMD) | 3.6 | $11M | 319k | 35.36 | |
| Janux Therapeutics (JANX) | 2.9 | $9.2M | 342k | 27.00 | |
| Xenon Pharmaceuticals (XENE) | 2.9 | $9.2M | 275k | 33.55 | |
| Denali Therapeutics (DNLI) | 2.9 | $9.1M | 667k | 13.60 | |
| Centessa Pharmaceuticals Sponsored Ads (CNTA) | 2.7 | $8.5M | 593k | 14.38 | |
| Arcutis Biotherapeutics (ARQT) | 2.7 | $8.4M | 540k | 15.64 | |
| Uniqure Nv SHS (QURE) | 2.5 | $7.7M | 731k | 10.60 | |
| Bridgebio Pharma (BBIO) | 2.3 | $7.2M | 208k | 34.57 | |
| Cg Oncology (CGON) | 2.3 | $7.1M | 290k | 24.50 | |
| Springworks Therapeutics (SWTX) | 2.2 | $7.0M | 159k | 44.13 | |
| Insmed Com Par $.01 (INSM) | 2.1 | $6.6M | 87k | 76.29 | |
| Alkermes SHS (ALKS) | 2.0 | $6.4M | 192k | 33.02 | |
| Akero Therapeutics (AKRO) | 2.0 | $6.3M | 156k | 40.48 | |
| Biohaven (BHVN) | 1.9 | $6.0M | 251k | 24.04 | |
| Cytokinetics Com New (CYTK) | 1.9 | $6.0M | 150k | 40.19 | |
| Kalvista Pharmaceuticals (KALV) | 1.8 | $5.6M | 487k | 11.54 | |
| Blueprint Medicines (BPMC) | 1.7 | $5.5M | 62k | 88.51 | |
| Protara Therapeutics Com Stk (TARA) | 1.6 | $5.1M | 1.2M | 4.26 | |
| Edgewise Therapeutics (EWTX) | 1.6 | $5.1M | 230k | 22.00 | |
| Vistagen Therapeutics Ord (VTGN) | 0.9 | $2.8M | 2.4M | 1.20 | |
| Surrozen Com New (SRZN) | 0.9 | $2.8M | 241k | 11.66 | |
| Protagonist Therapeutics (PTGX) | 0.8 | $2.4M | 49k | 48.36 | |
| Enliven Therapeutics (ELVN) | 0.8 | $2.4M | 120k | 19.68 | |
| Neurocrine Biosciences (NBIX) | 0.7 | $2.3M | 21k | 110.60 | |
| Rhythm Pharmaceuticals (RYTM) | 0.7 | $2.3M | 44k | 52.97 | |
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.7 | $2.3M | 15k | 155.86 | |
| Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) | 0.7 | $2.3M | 201k | 11.30 | |
| Spyre Therapeutics Com New (SYRE) | 0.7 | $2.2M | 136k | 16.14 | |
| Amicus Therapeutics (FOLD) | 0.7 | $2.2M | 269k | 8.16 | |
| Newamsterdam Pharma Company Ordinary Shares (NAMS) | 0.7 | $2.1M | 105k | 20.47 | |
| Arbutus Biopharma (ABUS) | 0.5 | $1.6M | 468k | 3.49 | |
| Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) | 0.5 | $1.5M | 150k | 10.30 | |
| Geron Corporation (GERN) | 0.5 | $1.5M | 960k | 1.59 | |
| Ideaya Biosciences (IDYA) | 0.3 | $1.1M | 67k | 16.38 | |
| Zai Lab Adr (ZLAB) | 0.3 | $955k | 26k | 36.14 | |
| Ocular Therapeutix (OCUL) | 0.3 | $913k | 125k | 7.33 | |
| Dyne Therapeutics (DYN) | 0.3 | $883k | 84k | 10.46 | |
| Soleno Therapeutics (SLNO) | 0.3 | $797k | 11k | 71.45 | |
| Inflarx Nv (IFRX) | 0.2 | $740k | 725k | 1.02 | |
| Solid Biosciences Com New (SLDB) | 0.2 | $733k | 198k | 3.70 | |
| Wave Life Sciences SHS (WVE) | 0.2 | $726k | 90k | 8.08 | |
| Mbx Biosciences (MBX) | 0.2 | $713k | 97k | 7.38 | |
| Sionna Therapeutics (SION) | 0.2 | $628k | 60k | 10.46 | |
| Bicara Therapeutics (BCAX) | 0.2 | $613k | 47k | 13.03 | |
| CVS Caremark Corporation Put Option (CVS) | 0.1 | $165k | 64k | 2.58 | |
| Mineralys Therapeutics Put Option (MLYS) | 0.0 | $94k | 125k | 0.75 | |
| Etfis Ser Tr I Virtus Lifesc Ct Call Option (BBC) | 0.0 | $17k | 133k | 0.12 | |
| Merck & Co Call Option (MRK) | 0.0 | $8.3k | 152k | 0.06 | |
| Novo-nordisk A S Adr Call Option (NVO) | 0.0 | $3.8k | 152k | 0.03 |
