Stempoint Capital

Stempoint Capital as of Dec. 31, 2025

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abivax Sa Sponsored Ads (ABVX) 8.8 $53M 392k 134.85
Scholar Rock Hldg Corp (SRRK) 8.6 $51M 1.2M 44.05
Centessa Pharmaceuticals Sponsored Ads (CNTA) 5.1 $31M 1.2M 25.01
Syndax Pharmaceuticals (SNDX) 4.7 $28M 1.3M 21.01
Structure Therapeutics Sponsored Ads (GPCR) 4.1 $24M 351k 69.55
Arcellx Common Stock (ACLX) 3.6 $22M 333k 65.20
Roivant Sciences SHS (ROIV) 3.5 $21M 967k 21.70
Terns Pharmaceuticals (TERN) 2.9 $17M 429k 40.40
Twist Bioscience Corp (TWST) 2.7 $16M 518k 31.72
Immunovant (IMVT) 2.7 $16M 645k 25.42
Dyne Therapeutics (DYN) 2.7 $16M 835k 19.56
Xenon Pharmaceuticals (XENE) 2.6 $16M 349k 44.82
Surrozen Com New (SRZN) 2.3 $14M 620k 22.60
Celcuity (CELC) 2.0 $12M 118k 99.74
Mineralys Therapeutics (MLYS) 1.8 $11M 290k 36.29
Madrigal Pharmaceuticals (MDGL) 1.7 $10M 18k 582.34
Adaptive Biotechnologies Cor (ADPT) 1.6 $9.9M 607k 16.24
Palisade Bio (PALI) 1.6 $9.9M 4.2M 2.35
Cytokinetics Com New (CYTK) 1.6 $9.3M 147k 63.54
Edgewise Therapeutics (EWTX) 1.5 $9.0M 361k 24.82
Bright Minds Biosciences Com New (DRUG) 1.3 $7.6M 97k 78.04
Nektar Therapeutics Com New (NKTR) 1.3 $7.5M 178k 42.28
Johnson & Johnson (JNJ) 1.2 $7.2M 35k 206.95
Denali Therapeutics (DNLI) 1.2 $6.9M 419k 16.51
Amylyx Pharmaceuticals (AMLX) 1.1 $6.8M 565k 12.08
Clearpoint Neuro (CLPT) 1.1 $6.6M 482k 13.68
Arcutis Biotherapeutics (ARQT) 1.1 $6.5M 225k 29.04
Eyepoint Com New (EYPT) 1.1 $6.5M 354k 18.27
Immatics SHS (IMTX) 1.1 $6.4M 610k 10.50
Ocular Therapeutix (OCUL) 1.1 $6.3M 523k 12.14
Rhythm Pharmaceuticals (RYTM) 1.1 $6.3M 59k 107.04
Praxis Precision Medicines I Com New (PRAX) 1.0 $6.2M 21k 294.74
Apogee Therapeutics (APGE) 1.0 $6.1M 81k 75.48
Incyte Corporation (INCY) 1.0 $6.1M 61k 98.77
Ideaya Biosciences (IDYA) 0.9 $5.6M 162k 34.57
Assembly Biosciences Com New (ASMB) 0.9 $5.3M 157k 34.01
Maze Therapeatics (MAZE) 0.9 $5.2M 126k 41.43
Protagonist Therapeutics (PTGX) 0.9 $5.2M 59k 87.34
Eli Lilly & Co. (LLY) 0.9 $5.1M 4.8k 1074.68
Trevi Therapeutics (TRVI) 0.8 $5.0M 400k 12.52
Revolution Medicines (RVMD) 0.8 $4.9M 62k 79.65
Miragen Therapeutics (VRDN) 0.8 $4.8M 154k 31.12
Arbutus Biopharma (ABUS) 0.8 $4.7M 987k 4.81
Moonlake Immunotherapeutics Class A Ord (MLTX) 0.8 $4.6M 348k 13.18
Cytomx Therapeutics (CTMX) 0.7 $4.4M 1.0M 4.26
X4 Pharmaceuticals Com New (XFOR) 0.6 $3.6M 899k 4.00
Aadi Bioscience (WHWK) 0.6 $3.5M 1.5M 2.42
Dianthus Therapeutics (DNTH) 0.5 $3.3M 79k 41.21
Ascendis Pharma A/s Sponsored Adr (ASND) 0.5 $3.2M 15k 213.24
Repligen Corporation (RGEN) 0.4 $2.6M 16k 163.86
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.4 $2.6M 73k 35.08
Mbx Biosciences (MBX) 0.4 $2.5M 79k 31.54
Cortexyme (QNCX) 0.4 $2.5M 739k 3.35
Avalo Therapeutics Com New (AVTX) 0.4 $2.5M 136k 18.16
Adagio Therapeutics (IVVD) 0.4 $2.4M 990k 2.47
Meiragtx Holdings (MGTX) 0.4 $2.3M 288k 7.95
Inventiva Sa Ads (IVA) 0.4 $2.2M 467k 4.65
Abbvie (ABBV) 0.4 $2.1M 9.3k 228.49
Adc Therapeutics Sa SHS (ADCT) 0.3 $1.8M 503k 3.53
Maplight Therapeutics (MPLT) 0.3 $1.8M 100k 17.57
Pharvaris N V (PHVS) 0.3 $1.6M 58k 27.75
Legend Biotech Corp Sponsored Ads (LEGN) 0.3 $1.6M 73k 21.74
Belite Bio Sponsored Ads (BLTE) 0.2 $1.5M 9.2k 159.96
Xilio Therapeutics (XLO) 0.2 $1.3M 2.0M 0.64
Evommune Com Shs (EVMN) 0.2 $1.2M 68k 17.12
Bridgebio Oncology Therapeut Com New (BBOT) 0.2 $1.1M 87k 12.52
Spyre Therapeutics Com New (SYRE) 0.2 $1.1M 32k 32.76
Uniqure Nv SHS (QURE) 0.2 $1.0M 44k 23.93
Taysha Gene Therapies Com Shs (TSHA) 0.2 $1.0M 182k 5.50
Monte Rosa Therapeutics (GLUE) 0.2 $966k 62k 15.68
Sab Biotherapeutics Com New (SABS) 0.1 $548k 147k 3.74
Vanda Pharmaceuticals (VNDA) 0.1 $520k 59k 8.82
Capricor Therapeutics Com New (CAPR) 0.1 $515k 18k 28.86
Pasithea Therapeutics Corp Com New (KTTA) 0.1 $458k 355k 1.29
Vistagen Therapeutics Ord (VTGN) 0.0 $142k 617k 0.23