Stempoint Capital

Stempoint Capital as of June 30, 2026

Portfolio Holdings for Stempoint Capital

Stempoint Capital holds 77 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tango Therapeutics (TNGX) 6.8 $41M 1.3M 31.26
Abivax Sa Sponsored Ads (ABVX) 6.2 $38M 284k 133.26
Revolution Medicines (RVMD) 5.8 $36M 190k 187.28
Erasca (ERAS) 5.3 $32M 1.8M 18.32
Biohaven (BHVN) 3.8 $23M 1.6M 14.88
Tyra Biosciences (TYRA) 3.3 $20M 633k 31.94
Dianthus Therapeutics (DNTH) 3.2 $20M 201k 97.48
Enliven Therapeutics (ELVN) 2.9 $18M 347k 50.75
Mineralys Therapeutics (MLYS) 2.7 $16M 603k 26.98
Roivant Sciences SHS (ROIV) 2.6 $16M 448k 35.39
Surrozen Com New (SRZN) 2.6 $16M 603k 25.95
Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) 2.2 $13M 209k 63.95
Scholar Rock Hldg Corp (SRRK) 2.2 $13M 239k 55.00
Alkermes SHS (ALKS) 2.1 $13M 248k 52.40
First Tracks Biotherapeutics Ord Shs (TRAX) 2.1 $13M 623k 20.12
Praxis Precision Medicines I Com New (PRAX) 2.0 $13M 37k 334.79
Bioage Labs (BIOA) 1.9 $11M 464k 24.51
Cg Oncology (CGON) 1.9 $11M 159k 71.05
Oruka Therapeutics (ORKA) 1.8 $11M 117k 95.17
Immunovant (IMVT) 1.7 $11M 277k 38.53
Celcuity (CELC) 1.7 $10M 98k 104.62
Relmada Therapeutics (RLMD) 1.7 $10M 1.5M 6.92
Eliem Therapeutics (CLYM) 1.6 $9.7M 743k 13.04
Personalis Ord (PSNL) 1.6 $9.6M 718k 13.40
Spyre Therapeutics Com New (SYRE) 1.6 $9.5M 107k 88.78
Zura Bio Class A Ord Shs (ZURA) 1.3 $8.1M 1.4M 5.90
Inflarx Nv (IFRX) 1.2 $7.2M 3.2M 2.24
Amylyx Pharmaceuticals (AMLX) 1.1 $6.9M 384k 17.96
Celldex Therapeutics Com New (CLDX) 1.1 $6.6M 178k 37.21
Ovid Therapeutics (OVID) 1.1 $6.5M 2.4M 2.69
Equillium (EQ) 1.1 $6.5M 2.0M 3.20
Definium Therapeutics Com Shs (DFTX) 1.1 $6.5M 137k 47.04
Cytokinetics Com New (CYTK) 1.1 $6.4M 76k 85.19
Damora Therapeutics Com New (DMRA) 0.9 $5.6M 216k 26.01
Inventiva Sa Ads (IVA) 0.9 $5.4M 1.4M 3.78
Century Therapeutics (IPSC) 0.9 $5.3M 2.1M 2.45
Aura Biosciences (AURA) 0.8 $5.1M 714k 7.10
Eyepoint Com New (EYPT) 0.8 $4.8M 339k 14.30
Assembly Biosciences Com New (ASMB) 0.8 $4.7M 170k 27.48
Aadi Bioscience (WHWK) 0.8 $4.7M 1.0M 4.58
Xenon Pharmaceuticals (XENE) 0.8 $4.6M 76k 60.36
Uniqure Nv SHS (QURE) 0.7 $4.1M 88k 46.06
Compass Pathways Sponsored Ads (CMPS) 0.7 $4.0M 285k 14.15
Avalyn Pharmaceuticals Com Shs 0.6 $3.9M 118k 32.92
Maplight Therapeutics (MPLT) 0.6 $3.8M 107k 35.84
Alumis (ALMS) 0.6 $3.8M 136k 28.14
Axsome Therapeutics (AXSM) 0.6 $3.8M 15k 244.77
Monte Rosa Therapeutics (GLUE) 0.6 $3.7M 154k 24.20
ACADIA Pharmaceuticals (ACAD) 0.6 $3.6M 143k 25.30
Solid Biosciences Com New (SLDB) 0.6 $3.6M 359k 9.99
Crescent Biopharma (CBIO) 0.5 $3.3M 182k 18.00
Arrowhead Pharmaceuticals (ARWR) 0.5 $3.2M 39k 81.51
Kodiak Sciences (KOD) 0.5 $3.0M 76k 38.96
Pharvaris N V (PHVS) 0.5 $2.8M 81k 34.58
Monopar Therapeutics Com New (MNPR) 0.5 $2.8M 30k 92.59
Rapport Therapeutics (RAPP) 0.5 $2.8M 67k 41.67
Newamsterdam Pharma Company Ordinary Shares (NAMS) 0.4 $2.6M 78k 33.89
Sionna Therapeutics (SION) 0.4 $2.6M 59k 43.99
Arcutis Biotherapeutics (ARQT) 0.4 $2.6M 99k 26.22
C4 Therapeutics Com Stk (CCCC) 0.4 $2.4M 524k 4.67
Spruce Biosciences Com New (SPRB) 0.4 $2.2M 41k 54.00
Cue Biopharma (CUE) 0.3 $2.1M 67k 31.56
Structure Therapeutics Sponsored Ads (GPCR) 0.3 $2.0M 38k 53.67
Protagonist Therapeutics (PTGX) 0.3 $2.0M 16k 122.58
Helix Acquisition Corp Iii Usd Cl A Ord Shs (HLXC) 0.3 $1.8M 172k 10.64
Biodesix (BDSX) 0.3 $1.6M 70k 22.55
Tenax Therapeutics Com New (TENX) 0.2 $1.4M 96k 14.55
Sab Biotherapeutics Com New (SABS) 0.2 $1.3M 343k 3.90
Calcimedica Com New (CALC) 0.2 $1.2M 1.2M 0.96
Spdr Series Trust St Str Sp Biot Put Option (XBI) 0.2 $1.0M 650k 1.60
Lb Pharmaceuticals Com Shs (LBRX) 0.2 $1.0M 32k 32.45
Cellectar Biosciences Com New (CLRB) 0.2 $987k 355k 2.78
Proqr Thrapeutics N V Shs Euro (PRQR) 0.1 $802k 431k 1.86
Astrazeneca Ord Call Option (AZN) 0.0 $180k 25k 7.20
Ark Etf Tr Genomic Rev Etf Put Option (ARKG) 0.0 $75k 100k 0.75
Vistagen Therapeutics Ord (VTGN) 0.0 $17k 617k 0.03
Amgen Put Option (AMGN) 0.0 $15k 15k 1.00