EdgeMarket › What Stempoint Capital Lp reported owning
What Stempoint Capital Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.0BPositions
82Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SRRK Scholar Rock Holding Corp | 101.8M | 9.8% | 2.1M | 56.50 | +64.2% |
| ABVX Abivax S.A. | 69.9M | 6.7% | 627.6K | 114.95 | +59.9% |
| SNDX Syndax Pharmaceuticals Inc | 56.8M | 5.5% | 2.4M | 19.65 | +24.8% |
| RVMD Revolution Medicines, Inc. | 54.8M | 5.3% | 563.3K | 209.46 | +479.3% |
| IMVT Immunovant, Inc. | 37.1M | 3.6% | 1.5M | 44.37 | +199.4% |
| PRAX Praxis Precision Medicines, Inc. | 36.3M | 3.5% | 112.5K | 375.94 | +730.8% |
| MBX MBX Biosciences, Inc. | 29.8M | 2.9% | 998.9K | 66.33 | +386.6% |
| MLYS Mineralys Therapeutics, Inc. | 28.9M | 2.8% | 1.1M | 25.65 | +65.7% |
| ELVN Enliven Therapeutics, Inc. | 28.5M | 2.7% | 726.9K | 59.82 | +204.3% |
| CGON CG Oncology, Inc. | 27.8M | 2.7% | 411.2K | 79.81 | +212.6% |
| BHVN Biohaven Ltd. | 27.0M | 2.6% | 3.2M | 13.85 | -5.8% |
| ROIV Roivant Sciences Ltd. | 21.4M | 2.1% | 771.6K | 36.30 | +209.7% |
| EYPT EyePoint, Inc. | 20.9M | 2.0% | 1.6M | 5.32 | -53.8% |
| ARQT Arcutis Biotherapeutics, Inc. | 19.5M | 1.9% | 827.6K | 25.08 | +58.8% |
| GPCR Structure Therapeutics Inc. | 19.3M | 1.9% | 400.5K | 49.09 | +164.4% |
| SRZN Surrozen, Inc./DE | 19.2M | 1.8% | 721.6K | 23.99 | +108.6% |
| AMLX Amylyx Pharmaceuticals, Inc. | 18.6M | 1.8% | 1.3M | 38.66 | +381.4% |
| DYN Dyne Therapeutics, Inc. | 18.4M | 1.8% | 1.0M | 26.10 | +118.0% |
| EWTX Edgewise Therapeutics, Inc. | 18.3M | 1.8% | 581.7K | 44.18 | +219.2% |
| CYTK CYTOKINETICS INC | 17.1M | 1.6% | 259.2K | 76.84 | +105.9% |
| SYRE Spyre Therapeutics, Inc. | 16.9M | 1.6% | 335.2K | 106.49 | +551.3% |
| DNLI Denali Therapeutics Inc. | 16.4M | 1.6% | 853.1K | 24.92 | +71.7% |
| XENE Xenon Pharmaceuticals Inc. | 16.4M | 1.6% | 281.5K | 60.77 | +61.5% |
| CLDX Celldex Therapeutics, Inc. | 16.1M | 1.6% | 508.5K | 40.38 | +93.3% |
| PTGX Protagonist Therapeutics, Inc | 15.3M | 1.5% | 145.2K | 154.32 | +174.4% |
| TYRA Tyra Biosciences, Inc. | 14.8M | 1.4% | 386.4K | 26.05 | +154.4% |
| DNTH Dianthus Therapeutics, Inc. /DE/ | 14.4M | 1.4% | 171.0K | 111.10 | +374.4% |
| CELC Celcuity Inc. | 13.7M | 1.3% | 120.1K | 93.53 | +91.8% |
| DFTX Definium Therapeutics, Inc. | 12.3M | 1.2% | 651.0K | 44.91 | +375.2% |
| BIOA BioAge Labs, Inc. | 11.8M | 1.1% | 677.3K | 9.48 | +113.5% |
| NAMS NewAmsterdam Pharma Co N.V. | 11.6M | 1.1% | 361.3K | 27.87 | +14.6% |
| ACAD ACADIA PHARMACEUTICALS INC | 10.8M | 1.0% | 485.1K | 29.50 | +18.3% |
| ASMB ASSEMBLY BIOSCIENCES, INC. | 10.3M | 1.0% | 370.9K | 34.38 | +31.5% |
| ALMS ALUMIS INC. | 10.1M | 1.0% | 459.1K | 24.17 | +448.1% |
| NRIX Nurix Therapeutics, Inc. | 9.8M | 0.9% | 630.5K | 26.72 | +180.4% |
| ZURA Zura Bio Ltd | 9.0M | 0.9% | 1.5M | 5.85 | +234.3% |
| EVMN Evommune, Inc. | 8.8M | 0.8% | 387.6K | 14.02 | — |
| TNGX Tango Therapeutics, Inc. | 8.4M | 0.8% | 401.8K | 23.88 | +253.8% |
| FTH Faeth Therapeutics, Inc. | 8.4M | 0.8% | 265.7K | 32.00 | +302.1% |
| RLMD RELMADA THERAPEUTICS, INC. | 8.3M | 0.8% | 1.2M | 4.63 | +655.9% |
| ERAS Erasca, Inc. | 7.8M | 0.7% | 479.7K | 17.63 | +1107.5% |
| JNJ JOHNSON & JOHNSON | 7.5M | 0.7% | 30.8K | 270.24 | +51.1% |
| XFOR X4 Pharmaceuticals, Inc | 7.0M | 0.7% | 1.7M | 4.04 | +44.3% |
| PCVX Vaxcyte, Inc. | 6.9M | 0.7% | 118.1K | 62.62 | +100.3% |
| WHWK Whitehawk Therapeutics, Inc. | 6.5M | 0.6% | 1.9M | 4.73 | +186.7% |
| HLXC Helix Acquisition Corp. III | 6.2M | 0.6% | 610.1K | 10.93 | — |
| TENX TENAX THERAPEUTICS, INC. | 6.0M | 0.6% | 377.4K | 1.75 | -70.7% |
| ALKS Alkermes plc. | 5.7M | 0.5% | 161.0K | 48.33 | +66.8% |
| PHVS Pharvaris N.V. | 4.9M | 0.5% | 173.3K | 36.27 | +57.7% |
| IVVD Invivyd, Inc. | 4.9M | 0.5% | 3.7M | 1.00 | +57.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →