Stempoint Capital

Stempoint Capital as of June 30, 2025

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 50 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Immunovant (IMVT) 7.0 $22M 1.4M 16.00
Syndax Pharmaceuticals (SNDX) 6.9 $22M 2.4M 9.37
Scholar Rock Hldg Corp (SRRK) 5.8 $19M 528k 35.42
Roivant Sciences SHS (ROIV) 5.3 $17M 1.5M 11.27
Centessa Pharmaceuticals Sponsored Ads (CNTA) 5.2 $17M 1.3M 13.14
Madrigal Pharmaceuticals (MDGL) 5.0 $16M 53k 302.64
Merus N V (MRUS) 4.4 $14M 266k 52.60
Arcellx Common Stock (ACLX) 4.1 $13M 202k 65.85
Cidara Therapeutics Com New (CDTX) 4.0 $13M 267k 48.71
Rhythm Pharmaceuticals (RYTM) 3.5 $11M 177k 63.19
Alkermes SHS (ALKS) 3.1 $10M 351k 28.60
Denali Therapeutics (DNLI) 3.1 $9.9M 708k 13.99
Geron Corporation (GERN) 3.1 $9.8M 6.9M 1.41
Legend Biotech Corp Sponsored Ads (LEGN) 3.0 $9.6M 270k 35.49
Zai Lab Adr (ZLAB) 2.7 $8.8M 250k 34.97
Mineralys Therapeutics (MLYS) 2.7 $8.6M 632k 13.54
Uniqure Nv SHS (QURE) 2.5 $8.0M 573k 13.94
Akero Therapeutics (AKRO) 1.9 $6.2M 117k 53.36
Insmed Com Par $.01 (INSM) 1.9 $6.2M 62k 100.64
Surrozen Com New (SRZN) 1.9 $6.1M 687k 8.94
Wave Life Sciences SHS (WVE) 1.8 $5.9M 900k 6.50
Lenz Therapeutics (LENZ) 1.7 $5.4M 184k 29.31
Nuvalent Inc-a (NUVL) 1.4 $4.6M 60k 76.30
Kalvista Pharmaceuticals (KALV) 1.4 $4.4M 387k 11.30
Apogee Therapeutics (APGE) 1.1 $3.7M 85k 43.43
Ideaya Biosciences (IDYA) 1.1 $3.5M 166k 21.02
Protara Therapeutics Com Stk (TARA) 1.1 $3.5M 1.1M 3.03
Helix Acquisition Corp Ii Cl A Ord Shs (HLXB) 1.0 $3.3M 316k 10.42
Eyepoint Pharmaceuticals Com New (EYPT) 1.0 $3.1M 329k 9.41
Arcutis Biotherapeutics (ARQT) 0.9 $2.9M 206k 14.02
Rezolute Com New (RZLT) 0.9 $2.9M 645k 4.46
Taysha Gene Therapies Com Shs (TSHA) 0.9 $2.8M 1.2M 2.31
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.9 $2.8M 153k 18.11
Biohaven (BHVN) 0.8 $2.5M 175k 14.11
Regeneron Pharmaceuticals (REGN) 0.8 $2.5M 4.7k 525.00
Bridgebio Pharma (BBIO) 0.7 $2.4M 55k 43.18
Janux Therapeutics (JANX) 0.6 $2.1M 90k 23.10
Vistagen Therapeutics Ord (VTGN) 0.6 $2.1M 2.4M 0.85
Oric Pharmaceuticals (ORIC) 0.6 $2.0M 201k 10.15
Mbx Biosciences (MBX) 0.5 $1.6M 141k 11.41
Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) 0.5 $1.6M 150k 10.62
Praxis Precision Medicines I Com New (PRAX) 0.4 $1.4M 32k 42.05
Gh Research Ordinary Shares (GHRS) 0.4 $1.2M 101k 12.19
Tango Therapeutics (TNGX) 0.3 $1.1M 209k 5.12
Protagonist Therapeutics (PTGX) 0.3 $927k 17k 55.26
Tectonic Therapeutic (TECX) 0.2 $795k 40k 19.87
Adc Therapeutics Sa SHS (ADCT) 0.2 $759k 283k 2.68
Verona Pharma Sponsored Ads (VRNA) 0.2 $701k 7.4k 94.58
Abivax Sa Sponsored Ads (ABVX) 0.2 $671k 88k 7.65
Mind Medicine Mindmed Com New (MNMD) 0.2 $590k 91k 6.49