Stempoint Capital

Stempoint Capital as of March 31, 2026

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 76 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abivax Sa Sponsored Ads (ABVX) 8.9 $35M 314k 111.35
Praxis Precision Medicines I Com New (PRAX) 4.6 $18M 56k 322.19
Mbx Biosciences (MBX) 3.8 $15M 500k 29.85
Mineralys Therapeutics (MLYS) 3.7 $14M 533k 27.09
Enliven Therapeutics (ELVN) 3.6 $14M 363k 39.20
Cg Oncology (CGON) 3.6 $14M 206k 67.68
Biohaven (BHVN) 3.4 $14M 1.6M 8.46
Roivant Sciences SHS (ROIV) 2.7 $11M 386k 27.70
Eyepoint Com New (EYPT) 2.7 $11M 811k 12.89
Arcutis Biotherapeutics (ARQT) 2.5 $9.7M 414k 23.56
Structure Therapeutics Sponsored Ads (GPCR) 2.5 $9.7M 200k 48.20
Amylyx Pharmaceuticals (AMLX) 2.4 $9.3M 670k 13.90
Dyne Therapeutics (DYN) 2.3 $9.2M 506k 18.13
Edgewise Therapeutics (EWTX) 2.3 $9.2M 291k 31.50
Cytokinetics Com New (CYTK) 2.2 $8.5M 130k 65.91
Spyre Therapeutics Com New (SYRE) 2.2 $8.5M 168k 50.44
Denali Therapeutics (DNLI) 2.1 $8.2M 427k 19.20
Xenon Pharmaceuticals (XENE) 2.1 $8.2M 141k 58.15
Celldex Therapeutics Com New (CLDX) 2.1 $8.1M 254k 31.72
Protagonist Therapeutics (PTGX) 2.0 $7.6M 73k 105.40
Dianthus Therapeutics (DNTH) 1.8 $7.2M 86k 83.92
Celcuity (CELC) 1.8 $6.9M 60k 114.14
Definium Therapeutics Com Shs (DFTX) 1.6 $6.2M 326k 18.90
Scholar Rock Hldg Corp Call Option (SRRK) 1.6 $6.1M 1.1M 5.40
Bioage Labs (BIOA) 1.5 $5.9M 339k 17.49
Newamsterdam Pharma Company Ordinary Shares (NAMS) 1.5 $5.8M 181k 32.01
Surrozen Com New (SRZN) 1.5 $5.7M 196k 29.13
ACADIA Pharmaceuticals (ACAD) 1.4 $5.4M 243k 22.26
Assembly Biosciences Com New (ASMB) 1.3 $5.1M 185k 27.75
Alumis (ALMS) 1.3 $5.1M 230k 22.03
Nurix Therapeutics (NRIX) 1.2 $4.9M 315k 15.50
Zura Bio Class A Ord Shs (ZURA) 1.1 $4.5M 754k 5.95
Evommune Com Shs (EVMN) 1.1 $4.4M 194k 22.63
Tango Therapeutics (TNGX) 1.1 $4.2M 201k 20.92
Sensei Biotherapeutics Com New (SNSE) 1.1 $4.2M 133k 31.52
Relmada Therapeutics (RLMD) 1.1 $4.2M 597k 6.96
Erasca (ERAS) 1.0 $3.9M 240k 16.18
Johnson & Johnson (JNJ) 1.0 $3.8M 15k 244.44
X4 Pharmaceuticals Com New (XFOR) 0.9 $3.5M 851k 4.13
Vaxcyte (PCVX) 0.9 $3.4M 59k 58.11
Aadi Bioscience (WHWK) 0.8 $3.2M 939k 3.45
Helix Acquisition Corp Iii Usd Cl A Ord Shs 0.8 $3.1M 305k 10.16
Tenax Therapeutics Com New (TENX) 0.8 $3.0M 189k 15.99
Alkermes SHS (ALKS) 0.7 $2.8M 81k 35.36
Pharvaris N V (PHVS) 0.6 $2.4M 87k 28.25
Adagio Therapeutics (IVVD) 0.6 $2.4M 1.9M 1.30
Jade Biosciences Com New (JBIO) 0.6 $2.2M 154k 14.05
Immunovant Call Option (IMVT) 0.6 $2.2M 847k 2.55
Twist Bioscience Corp (TWST) 0.5 $2.0M 43k 47.52
Maplight Therapeutics (MPLT) 0.5 $2.0M 100k 20.33
Avalo Therapeutics Com New (AVTX) 0.5 $2.0M 135k 14.93
Revolution Medicines Put Option (RVMD) 0.5 $2.0M 382k 5.25
Ionis Pharmaceuticals (IONS) 0.5 $2.0M 26k 75.09
Immunocore Hldgs Ads (IMCR) 0.5 $1.9M 64k 30.15
Forte Biosciences Com New (FBRX) 0.4 $1.5M 58k 25.90
Sionna Therapeutics (SION) 0.4 $1.5M 37k 40.09
Sab Biotherapeutics Com New (SABS) 0.4 $1.4M 375k 3.83
Solid Biosciences Com New (SLDB) 0.4 $1.4M 195k 7.20
Lipocine Com New (LPCN) 0.3 $1.3M 160k 7.99
Uniqure Nv SHS (QURE) 0.3 $1.3M 78k 16.35
Lb Pharmaceuticals Com Shs (LBRX) 0.3 $1.2M 50k 24.66
C4 Therapeutics Com Stk (CCCC) 0.3 $1.2M 453k 2.63
Capricor Therapeutics Com New (CAPR) 0.3 $1.1M 38k 30.40
Biodesix (BDSX) 0.3 $1.0M 70k 14.50
Tyra Biosciences Call Option (TYRA) 0.2 $850k 293k 2.90
Syndax Pharmaceuticals Call Option (SNDX) 0.2 $819k 1.4M 0.60
Sutro Biopharma Com Shs (STRO) 0.1 $580k 23k 24.91
Spruce Biosciences Com New (SPRB) 0.1 $416k 6.4k 65.35
Spdr Series Trust State Street Spd Call Option (XBI) 0.0 $164k 150k 1.09
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) 0.0 $86k 50k 1.71
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) 0.0 $74k 40k 1.85
Vistagen Therapeutics Ord (VTGN) 0.0 $58k 617k 0.09
Boston Scientific Corporation Call Option (BSX) 0.0 $13k 250k 0.05
Terns Pharmaceuticals Call Option (TERN) 0.0 $7.5k 100k 0.07
Olema Pharmaceuticals Call Option (OLMA) 0.0 $3.8k 25k 0.15
Edwards Lifesciences Call Option (EW) 0.0 $2.5k 25k 0.10