Filed: 2/14/2025ACC: 0001420506-25-000514
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $400.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$400.58M
Total AUM (reported)
25.42M
Total Shares
Allocation by class
COM$280.77M70.1%
SHS$54.59M13.6%
COM NEW$28.50M7.1%
SPONSORED ADS$19.06M4.8%
COM PAR $.01$7.36M1.8%
CL A$3.89M1.0%
CL A ORD SHS$3.64M0.9%
Portfolio Concentration
Top 3$97.82M24.4%
4–10$105.72M26.4%
11–25$124.71M31.1%
Rest$72.33M18.1%
Top 3 weight
24.4%
Top 10 weight
50.8%
Voting Authority Distribution
Total shares with voting rights: 25.42M
Sole
Full voting authority
23.25M
shares
% of voting shares91.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.16M
shares
% of voting shares8.5%
Investment Discretion (by position count)
Sole51
Shared0
Other0
Dominant voting typeSole · 91.5% of voting shares
Institutional Holdings51
Rows:
SYNDAX PHARMACEUTICALS INC
SOLEShares3.11M
TypeSH
Market value$38.03M
9.49%
Sole
2.64M
Shared
0.00
None
464.89K
ROIVANT SCIENCES LTD
SOLEShares2.71M
TypeSH
Market value$32.09M
8.01%
Sole
2.71M
Shared
0.00
None
0.00
IMMUNOVANT INC
SOLEShares1.12M
TypeSH
Market value$27.71M
6.92%
Sole
967.13K
Shared
0.00
None
151.37K
MERUS N V
SOLEShares614.81K
TypeSH
Market value$25.85M
6.45%
Sole
535.41K
Shared
0.00
None
79.40K
CRINETICS PHARMACEUTICALS IN
SOLEShares317.06K
TypeSH
Market value$16.21M
4.05%
Sole
301.69K
Shared
0.00
None
15.37K
XENON PHARMACEUTICALS INC
SOLEShares375.85K
TypeSH
Market value$14.73M
3.68%
Sole
344.76K
Shared
0.00
None
31.08K
INCYTE CORP
SOLEShares193.62K
TypeSH
Market value$13.37M
3.34%
Sole
180.48K
Shared
0.00
None
13.14K
ALKERMES PLC
SOLEShares416.97K
TypeSH
Market value$11.99M
2.99%
Sole
373.07K
Shared
0.00
None
43.90K
DENALI THERAPEUTICS INC
SOLEShares584.33K
TypeSH
Market value$11.91M
2.97%
Sole
507.79K
Shared
0.00
None
76.54K
RHYTHM PHARMACEUTICALS INC
SOLEShares208.02K
TypeSH
Market value$11.64M
2.91%
Sole
184.05K
Shared
0.00
None
23.96K
NUVALENT INC
SOLEShares145.23K
TypeSH
Market value$11.37M
2.84%
Sole
125.40K
Shared
0.00
None
19.83K
CENTESSA PHARMACEUTICALS PLC
SOLEShares641.96K
TypeSH
Market value$10.75M
2.68%
Sole
573.05K
Shared
0.00
None
68.91K
PRAXIS PRECISION MEDICINES I
SOLEShares134.18K
TypeSH
Market value$10.33M
2.58%
Sole
114.83K
Shared
0.00
None
19.35K
BRISTOL-MYERS SQUIBB CO
SOLEShares166.07K
TypeSH
Market value$9.39M
2.34%
Sole
166.07K
Shared
0.00
None
0.00
WAVE LIFE SCIENCES LTD
SOLEShares721.21K
TypeSH
Market value$8.92M
2.23%
Sole
654.64K
Shared
0.00
None
66.57K
REVOLUTION MEDICINES INC
SOLEShares193.53K
TypeSH
Market value$8.47M
2.11%
Sole
172.15K
Shared
0.00
None
21.39K
KALVISTA PHARMACEUTICALS INC
SOLEShares992.80K
TypeSH
Market value$8.41M
2.10%
Sole
857.49K
Shared
0.00
None
135.31K
JANUX THERAPEUTICS INC
SOLEShares145.88K
TypeSH
Market value$7.81M
1.95%
Sole
123.59K
Shared
0.00
None
22.28K
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares2.08M
TypeSH
Market value$7.56M
1.89%
Sole
1.96M
Shared
0.00
None
111.23K
SCHOLAR ROCK HLDG CORP
SOLEShares266.31K
TypeSH
Market value$7.42M
1.85%
Sole
250.21K
Shared
0.00
None
16.09K
INSMED INC
SOLEShares106.61K
TypeSH
Market value$7.36M
1.84%
Sole
95.81K
Shared
0.00
None
10.80K
IOVANCE BIOTHERAPEUTICS INC
SOLEShares949.40K
TypeSH
Market value$7.03M
1.75%
Sole
808.47K
Shared
0.00
None
140.93K
BIONTECH SE
SOLEShares61.40K
TypeSH
Market value$7.00M
1.75%
Sole
61.40K
Shared
0.00
None
0.00
BIOHAVEN LTD
SOLEShares186.41K
TypeSH
Market value$6.96M
1.74%
Sole
162.81K
Shared
0.00
None
23.60K
VISTAGEN THERAPEUTICS INC
SOLEShares2.33M
TypeSH
Market value$5.95M
1.48%
Sole
2.05M
Shared
0.00
None
274.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYNDAX PHARMACEUTICALS INCSOLE | COM | 3.11M | SH | $38.03M 9.49% | 2.64M | 0.00 | 464.89K |
ROIVANT SCIENCES LTDSOLE | SHS | 2.71M | SH | $32.09M 8.01% | 2.71M | 0.00 | 0.00 |
IMMUNOVANT INCSOLE | COM | 1.12M | SH | $27.71M 6.92% | 967.13K | 0.00 | 151.37K |
MERUS N VSOLE | COM | 614.81K | SH | $25.85M 6.45% | 535.41K | 0.00 | 79.40K |
CRINETICS PHARMACEUTICALS INSOLE | COM | 317.06K | SH | $16.21M 4.05% | 301.69K | 0.00 | 15.37K |
XENON PHARMACEUTICALS INCSOLE | COM | 375.85K | SH | $14.73M 3.68% | 344.76K | 0.00 | 31.08K |
INCYTE CORPSOLE | COM | 193.62K | SH | $13.37M 3.34% | 180.48K | 0.00 | 13.14K |
ALKERMES PLCSOLE | SHS | 416.97K | SH | $11.99M 2.99% | 373.07K | 0.00 | 43.90K |
DENALI THERAPEUTICS INCSOLE | COM | 584.33K | SH | $11.91M 2.97% | 507.79K | 0.00 | 76.54K |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 208.02K | SH | $11.64M 2.91% | 184.05K | 0.00 | 23.96K |
NUVALENT INCSOLE | COM | 145.23K | SH | $11.37M 2.84% | 125.40K | 0.00 | 19.83K |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 641.96K | SH | $10.75M 2.68% | 573.05K | 0.00 | 68.91K |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 134.18K | SH | $10.33M 2.58% | 114.83K | 0.00 | 19.35K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 166.07K | SH | $9.39M 2.34% | 166.07K | 0.00 | 0.00 |
WAVE LIFE SCIENCES LTDSOLE | SHS | 721.21K | SH | $8.92M 2.23% | 654.64K | 0.00 | 66.57K |
REVOLUTION MEDICINES INCSOLE | COM | 193.53K | SH | $8.47M 2.11% | 172.15K | 0.00 | 21.39K |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 992.80K | SH | $8.41M 2.10% | 857.49K | 0.00 | 135.31K |
JANUX THERAPEUTICS INCSOLE | COM | 145.88K | SH | $7.81M 1.95% | 123.59K | 0.00 | 22.28K |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 2.08M | SH | $7.56M 1.89% | 1.96M | 0.00 | 111.23K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 266.31K | SH | $7.42M 1.85% | 250.21K | 0.00 | 16.09K |
INSMED INCSOLE | COM PAR $.01 | 106.61K | SH | $7.36M 1.84% | 95.81K | 0.00 | 10.80K |
IOVANCE BIOTHERAPEUTICS INCSOLE | COM | 949.40K | SH | $7.03M 1.75% | 808.47K | 0.00 | 140.93K |
BIONTECH SESOLE | SPONSORED ADS | 61.40K | SH | $7.00M 1.75% | 61.40K | 0.00 | 0.00 |
BIOHAVEN LTDSOLE | COM | 186.41K | SH | $6.96M 1.74% | 162.81K | 0.00 | 23.60K |
VISTAGEN THERAPEUTICS INCSOLE | COM | 2.33M | SH | $5.95M 1.48% | 2.05M | 0.00 | 274.65K |
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