Stempoint Capital

Stempoint Capital as of Sept. 30, 2025

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Roivant Sciences SHS (ROIV) 12.3 $64M 4.2M 15.13
Uniqure Nv SHS (QURE) 5.9 $31M 522k 58.37
Immunovant (IMVT) 5.7 $30M 1.8M 16.12
Scholar Rock Hldg Corp (SRRK) 5.4 $28M 745k 37.24
Denali Therapeutics (DNLI) 4.9 $25M 1.7M 14.52
Syndax Pharmaceuticals (SNDX) 4.4 $23M 1.5M 15.38
Biohaven (BHVN) 4.4 $23M 1.5M 15.01
Centessa Pharmaceuticals Sponsored Ads (CNTA) 3.9 $20M 828k 24.25
Wave Life Sciences SHS (WVE) 3.0 $15M 2.1M 7.32
Cidara Therapeutics Com New (CDTX) 2.8 $15M 152k 95.76
Abivax Sa Sponsored Ads (ABVX) 2.7 $14M 166k 84.90
Ideaya Biosciences (IDYA) 2.0 $10M 372k 27.21
Rhythm Pharmaceuticals (RYTM) 1.8 $9.2M 91k 100.99
Argenx Se Sponsored Adr (ARGX) 1.8 $9.2M 13k 737.56
Surrozen Com New (SRZN) 1.8 $9.2M 714k 12.88
Vistagen Therapeutics Ord (VTGN) 1.7 $8.8M 2.5M 3.55
Revolution Medicines (RVMD) 1.7 $8.7M 185k 46.70
Rezolute Com New (RZLT) 1.7 $8.6M 918k 9.40
Gh Research Ordinary Shares (GHRS) 1.5 $7.8M 545k 14.30
Arcutis Biotherapeutics (ARQT) 1.5 $7.8M 412k 18.85
Xenon Pharmaceuticals (XENE) 1.5 $7.7M 192k 40.15
Alkermes SHS (ALKS) 1.4 $7.2M 242k 30.00
Celcuity (CELC) 1.3 $6.8M 137k 49.40
Bridgebio Pharma (BBIO) 1.3 $6.6M 127k 51.94
Akero Therapeutics (AKRO) 1.3 $6.5M 137k 47.48
Insmed Com Par $.01 (INSM) 1.2 $6.3M 43k 143.98
Dyne Therapeutics (DYN) 1.2 $6.0M 475k 12.65
Mineralys Therapeutics (MLYS) 1.2 $6.0M 158k 37.92
Jazz Pharmaceuticals Shs Usd (JAZZ) 1.0 $5.1M 39k 131.80
Avidity Biosciences Ord (RNA) 1.0 $5.0M 114k 43.57
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.8 $4.3M 151k 28.44
Ocular Therapeutix (OCUL) 0.8 $4.2M 360k 11.69
Madrigal Pharmaceuticals (MDGL) 0.7 $3.8M 8.2k 458.66
Amylyx Pharmaceuticals (AMLX) 0.7 $3.8M 277k 13.59
Incyte Corporation (INCY) 0.7 $3.7M 44k 84.81
Structure Therapeutics Sponsored Ads (GPCR) 0.7 $3.6M 129k 28.00
Trevi Therapeutics (TRVI) 0.6 $3.2M 351k 9.15
Protagonist Therapeutics (PTGX) 0.6 $3.2M 48k 66.43
Nektar Therapeutics Com New (NKTR) 0.6 $3.0M 53k 56.90
Ascendis Pharma A/s Sponsored Adr (ASND) 0.6 $3.0M 15k 198.81
Tectonic Therapeutic (TECX) 0.6 $3.0M 189k 15.69
Harrow Health (HROW) 0.5 $2.8M 58k 48.18
Taysha Gene Therapies Com Shs (TSHA) 0.5 $2.7M 840k 3.27
Equillium (EQ) 0.5 $2.7M 1.9M 1.43
United Therapeutics Corporation (UTHR) 0.5 $2.6M 6.3k 419.21
Cg Oncology (CGON) 0.5 $2.5M 63k 40.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $2.3M 3.8k 600.37
Bridgebio Oncology Therapeut Com New 0.4 $2.2M 187k 11.58
Tango Therapeutics (TNGX) 0.4 $2.1M 245k 8.40
Oric Pharmaceuticals (ORIC) 0.4 $2.0M 167k 12.00
X4 Pharmaceuticals Com New (XFOR) 0.4 $1.9M 555k 3.42
Pepgen (PEPG) 0.3 $1.8M 389k 4.62
Assembly Biosciences Com New (ASMB) 0.3 $1.7M 66k 25.60
Dianthus Therapeutics (DNTH) 0.3 $1.6M 41k 39.35
Perceptive Cap Solutions Cor Cl A Ord Shs (PCSC) 0.3 $1.6M 150k 10.60
Protara Therapeutics Com Stk (TARA) 0.3 $1.6M 364k 4.35
Compass Pathways Sponsored Ads (CMPS) 0.3 $1.6M 276k 5.73
Pyxis Oncology Common Stock (PYXS) 0.3 $1.5M 690k 2.22
Arbutus Biopharma (ABUS) 0.3 $1.4M 300k 4.54
Mbx Biosciences (MBX) 0.3 $1.3M 75k 17.50
Adc Therapeutics Sa SHS (ADCT) 0.2 $1.1M 283k 4.00
Arcellx Common Stock (ACLX) 0.2 $934k 11k 82.10
Mind Medicine Mindmed Com New (MNMD) 0.2 $906k 77k 11.79
Enanta Pharmaceuticals (ENTA) 0.2 $900k 75k 11.97
Zenas Biopharma (ZBIO) 0.2 $860k 39k 22.20
Aadi Bioscience (WHWK) 0.2 $806k 424k 1.90
Corvus Pharmaceuticals (CRVS) 0.1 $711k 96k 7.37
Kalvista Pharmaceuticals (KALV) 0.1 $692k 57k 12.18
Meiragtx Holdings (MGTX) 0.1 $674k 82k 8.23
Terns Pharmaceuticals (TERN) 0.1 $673k 90k 7.51
Arcturus Therapeutics Hldg I (ARCT) 0.1 $656k 36k 18.43
Spdr Series Trust S&p Biotech Put Option (XBI) 0.1 $596k 1.5M 0.40
Ventyx Biosciences (VTYX) 0.1 $521k 168k 3.11
Atai Life Sciences Nv SHS (ATAI) 0.1 $402k 76k 5.29
Clearpoint Neuro (CLPT) 0.1 $363k 17k 21.79
Adagio Therapeutics (IVVD) 0.1 $307k 279k 1.10
Inventiva Sa Ads (IVA) 0.0 $179k 31k 5.79
Ionis Pharmaceuticals Call Option (IONS) 0.0 $138k 50k 2.75
Crispr Therapeutics Namen Akt Call Option (CRSP) 0.0 $59k 40k 1.48
Ark Etf Tr Genomic Rev Etf Call Option (ARKG) 0.0 $30k 200k 0.15