Filed: 5/15/2025ACC: 0001420506-25-001189
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $313.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$313.70M
Total AUM (reported)
20.68M
Total Shares
Allocation by class
COM$213.67M68.1%
SHS$40.85M13.0%
COMMON STOCK$17.96M5.7%
COM NEW$11.75M3.7%
SPONSORED ADS$8.53M2.7%
COM PAR $.01$6.64M2.1%
COM STK$5.07M1.6%
Portfolio Concentration
Top 3$63.86M20.4%
4–10$94.71M30.2%
11–25$104.77M33.4%
Rest$50.35M16.1%
Top 3 weight
20.4%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 20.68M
Sole
Full voting authority
18.54M
shares
% of voting shares89.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.14M
shares
% of voting shares10.3%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 89.7% of voting shares
Institutional Holdings57
Rows:
ROIVANT SCIENCES LTD
SOLEShares2.58M
TypeSH
Market value$26.02M
8.29%
Sole
2.37M
Shared
0.00
None
210.07K
SYNDAX PHARMACEUTICALS INC
SOLEShares1.60M
TypeSH
Market value$19.64M
6.26%
Sole
1.43M
Shared
0.00
None
166.87K
SCHOLAR ROCK HLDG CORP
SOLEShares566.21K
TypeSH
Market value$18.20M
5.80%
Sole
485.80K
Shared
0.00
None
80.42K
ARCELLX INC
SOLEShares273.77K
TypeSH
Market value$17.96M
5.73%
Sole
234.36K
Shared
0.00
None
39.42K
MERUS N V
SOLEShares346.76K
TypeSH
Market value$14.59M
4.65%
Sole
310.56K
Shared
0.00
None
36.19K
IMMUNOVANT INC
SOLEShares853.47K
TypeSH
Market value$14.59M
4.65%
Sole
734.47K
Shared
0.00
None
119K
MADRIGAL PHARMACEUTICALS INC
SOLEShares40.94K
TypeSH
Market value$13.56M
4.32%
Sole
35.63K
Shared
0.00
None
5.30K
NUVALENT INC
SOLEShares190.40K
TypeSH
Market value$13.50M
4.30%
Sole
162.96K
Shared
0.00
None
27.44K
REVOLUTION MEDICINES INC
SOLEShares318.78K
TypeSH
Market value$11.27M
3.59%
Sole
268.95K
Shared
0.00
None
49.84K
JANUX THERAPEUTICS INC
SOLEShares342.06K
TypeSH
Market value$9.24M
2.94%
Sole
291.83K
Shared
0.00
None
50.24K
XENON PHARMACEUTICALS INC
SOLEShares274.63K
TypeSH
Market value$9.21M
2.94%
Sole
246.19K
Shared
0.00
None
28.45K
DENALI THERAPEUTICS INC
SOLEShares667.08K
TypeSH
Market value$9.07M
2.89%
Sole
582.36K
Shared
0.00
None
84.72K
CENTESSA PHARMACEUTICALS PLC
SOLEShares593.34K
TypeSH
Market value$8.53M
2.72%
Sole
517.49K
Shared
0.00
None
75.85K
UNIQURE NV
SOLEShares731.04K
TypeSH
Market value$7.75M
2.47%
Sole
629.32K
Shared
0.00
None
101.72K
BRIDGEBIO PHARMA INC
SOLEShares208.44K
TypeSH
Market value$7.21M
2.30%
Sole
186.60K
Shared
0.00
None
21.84K
CG ONCOLOGY INC
SOLEShares289.82K
TypeSH
Market value$7.10M
2.26%
Sole
265.91K
Shared
0.00
None
23.91K
SPRINGWORKS THERAPEUTICS INC
SOLEShares159.31K
TypeSH
Market value$7.03M
2.24%
Sole
136.92K
Shared
0.00
None
22.39K
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares540.07K
TypeSH
Market value$6.93M
2.21%
Sole
474.20K
Shared
0.00
None
65.87K
INSMED INC
SOLEShares87.06K
TypeSH
Market value$6.64M
2.12%
Sole
77.96K
Shared
0.00
None
9.10K
ALKERMES PLC
SOLEShares192.35K
TypeSH
Market value$6.35M
2.02%
Sole
172.19K
Shared
0.00
None
20.16K
AKERO THERAPEUTICS INC
SOLEShares156.19K
TypeSH
Market value$6.32M
2.02%
Sole
137.75K
Shared
0.00
None
18.44K
BIOHAVEN LTD
SOLEShares250.56K
TypeSH
Market value$6.02M
1.92%
Sole
219.82K
Shared
0.00
None
30.74K
CYTOKINETICS INC
SOLEShares149.65K
TypeSH
Market value$6.01M
1.92%
Sole
131.44K
Shared
0.00
None
18.21K
BLUEPRINT MEDICINES CORP
SOLEShares61.93K
TypeSH
Market value$5.48M
1.75%
Sole
55.46K
Shared
0.00
None
6.47K
VISTAGEN THERAPEUTICS INC
SOLEShares2.37M
TypeSH
Market value$5.11M
1.63%
Sole
2.09M
Shared
0.00
None
274.47K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROIVANT SCIENCES LTDSOLE | SHS | 2.58M | SH | $26.02M 8.29% | 2.37M | 0.00 | 210.07K |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.60M | SH | $19.64M 6.26% | 1.43M | 0.00 | 166.87K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 566.21K | SH | $18.20M 5.80% | 485.80K | 0.00 | 80.42K |
ARCELLX INCSOLE | COMMON STOCK | 273.77K | SH | $17.96M 5.73% | 234.36K | 0.00 | 39.42K |
MERUS N VSOLE | COM | 346.76K | SH | $14.59M 4.65% | 310.56K | 0.00 | 36.19K |
IMMUNOVANT INCSOLE | COM | 853.47K | SH | $14.59M 4.65% | 734.47K | 0.00 | 119K |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 40.94K | SH | $13.56M 4.32% | 35.63K | 0.00 | 5.30K |
NUVALENT INCSOLE | COM | 190.40K | SH | $13.50M 4.30% | 162.96K | 0.00 | 27.44K |
REVOLUTION MEDICINES INCSOLE | COM | 318.78K | SH | $11.27M 3.59% | 268.95K | 0.00 | 49.84K |
JANUX THERAPEUTICS INCSOLE | COM | 342.06K | SH | $9.24M 2.94% | 291.83K | 0.00 | 50.24K |
XENON PHARMACEUTICALS INCSOLE | COM | 274.63K | SH | $9.21M 2.94% | 246.19K | 0.00 | 28.45K |
DENALI THERAPEUTICS INCSOLE | COM | 667.08K | SH | $9.07M 2.89% | 582.36K | 0.00 | 84.72K |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 593.34K | SH | $8.53M 2.72% | 517.49K | 0.00 | 75.85K |
UNIQURE NVSOLE | SHS | 731.04K | SH | $7.75M 2.47% | 629.32K | 0.00 | 101.72K |
BRIDGEBIO PHARMA INCSOLE | COM | 208.44K | SH | $7.21M 2.30% | 186.60K | 0.00 | 21.84K |
CG ONCOLOGY INCSOLE | COM | 289.82K | SH | $7.10M 2.26% | 265.91K | 0.00 | 23.91K |
SPRINGWORKS THERAPEUTICS INCSOLE | COM | 159.31K | SH | $7.03M 2.24% | 136.92K | 0.00 | 22.39K |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 540.07K | SH | $6.93M 2.21% | 474.20K | 0.00 | 65.87K |
INSMED INCSOLE | COM PAR $.01 | 87.06K | SH | $6.64M 2.12% | 77.96K | 0.00 | 9.10K |
ALKERMES PLCSOLE | SHS | 192.35K | SH | $6.35M 2.02% | 172.19K | 0.00 | 20.16K |
AKERO THERAPEUTICS INCSOLE | COM | 156.19K | SH | $6.32M 2.02% | 137.75K | 0.00 | 18.44K |
BIOHAVEN LTDSOLE | COM | 250.56K | SH | $6.02M 1.92% | 219.82K | 0.00 | 30.74K |
CYTOKINETICS INCSOLE | COM NEW | 149.65K | SH | $6.01M 1.92% | 131.44K | 0.00 | 18.21K |
BLUEPRINT MEDICINES CORPSOLE | COM | 61.93K | SH | $5.48M 1.75% | 55.46K | 0.00 | 6.47K |
VISTAGEN THERAPEUTICS INCSOLE | COM | 2.37M | SH | $5.11M 1.63% | 2.09M | 0.00 | 274.47K |
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