Filed: 8/14/2025ACC: 0001420506-25-002033
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $311.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$311.58M
Total AUM (reported)
28.52M
Total Shares
Allocation by class
COM$181.55M58.3%
SHS$32.04M10.3%
SPONSORED ADS$27.59M8.9%
COM NEW$27.05M8.7%
COMMON STOCK$13.27M4.3%
ADR$8.76M2.8%
COM PAR $.01$6.20M2.0%
Portfolio Concentration
Top 3$62.05M19.9%
4–10$94.05M30.2%
11–25$104.47M33.5%
Rest$51.01M16.4%
Top 3 weight
19.9%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 28.52M
Sole
Full voting authority
25.65M
shares
% of voting shares89.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.87M
shares
% of voting shares10.1%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole · 89.9% of voting shares
Institutional Holdings50
Rows:
SYNDAX PHARMACEUTICALS INC
SOLEShares2.37M
TypeSH
Market value$22.22M
7.13%
Sole
2.09M
Shared
0.00
None
280.20K
IMMUNOVANT INC
SOLEShares1.40M
TypeSH
Market value$21.12M
6.78%
Sole
1.24M
Shared
0.00
None
156.51K
SCHOLAR ROCK HLDG CORP
SOLEShares528.12K
TypeSH
Market value$18.71M
6.00%
Sole
464.46K
Shared
0.00
None
63.65K
CENTESSA PHARMACEUTICALS PLC
SOLEShares1.27M
TypeSH
Market value$16.63M
5.34%
Sole
1.11M
Shared
0.00
None
159.65K
MADRIGAL PHARMACEUTICALS INC
SOLEShares52.69K
TypeSH
Market value$15.95M
5.12%
Sole
47.33K
Shared
0.00
None
5.37K
MERUS N V
SOLEShares266.09K
TypeSH
Market value$14.00M
4.49%
Sole
242.25K
Shared
0.00
None
23.84K
ARCELLX INC
SOLEShares201.45K
TypeSH
Market value$13.27M
4.26%
Sole
179.02K
Shared
0.00
None
22.43K
CIDARA THERAPEUTICS INC
SOLEShares266.77K
TypeSH
Market value$12.99M
4.17%
Sole
233.07K
Shared
0.00
None
33.70K
RHYTHM PHARMACEUTICALS INC
SOLEShares176.75K
TypeSH
Market value$11.17M
3.58%
Sole
154.25K
Shared
0.00
None
22.50K
ALKERMES PLC
SOLEShares351.12K
TypeSH
Market value$10.04M
3.22%
Sole
311.70K
Shared
0.00
None
39.42K
DENALI THERAPEUTICS INC
SOLEShares707.91K
TypeSH
Market value$9.90M
3.18%
Sole
627.78K
Shared
0.00
None
80.13K
LEGEND BIOTECH CORP
SOLEShares270.14K
TypeSH
Market value$9.59M
3.08%
Sole
239.57K
Shared
0.00
None
30.57K
GERON CORP
SOLEShares6.95M
TypeSH
Market value$9.43M
3.03%
Sole
6.10M
Shared
0.00
None
853.39K
ZAI LAB LTD
SOLEShares250.44K
TypeSH
Market value$8.76M
2.81%
Sole
222.04K
Shared
0.00
None
28.40K
MINERALYS THERAPEUTICS INC
SOLEShares631.59K
TypeSH
Market value$8.55M
2.74%
Sole
551K
Shared
0.00
None
80.59K
UNIQURE NV
SOLEShares572.62K
TypeSH
Market value$7.98M
2.56%
Sole
508.22K
Shared
0.00
None
64.39K
ROIVANT SCIENCES LTD
SOLEShares1.52M
TypeSH
Market value$7.40M
2.37%
Sole
1.52M
Shared
0.00
None
0.00
AKERO THERAPEUTICS INC
SOLEShares116.78K
TypeSH
Market value$6.23M
2.00%
Sole
103.52K
Shared
0.00
None
13.26K
INSMED INC
SOLEShares61.58K
TypeSH
Market value$6.20M
1.99%
Sole
56.87K
Shared
0.00
None
4.71K
SURROZEN INC
SOLEShares686.54K
TypeSH
Market value$6.14M
1.97%
Sole
633.48K
Shared
0.00
None
53.06K
WAVE LIFE SCIENCES LTD
SOLEShares900.34K
TypeSH
Market value$5.85M
1.88%
Sole
801.89K
Shared
0.00
None
98.44K
LENZ THERAPEUTICS INC
SOLEShares183.91K
TypeSH
Market value$5.39M
1.73%
Sole
163.15K
Shared
0.00
None
20.76K
NUVALENT INC
SOLEShares59.83K
TypeSH
Market value$4.56M
1.47%
Sole
53.09K
Shared
0.00
None
6.73K
KALVISTA PHARMACEUTICALS INC
SOLEShares386.79K
TypeSH
Market value$4.37M
1.40%
Sole
345.27K
Shared
0.00
None
41.52K
VISTAGEN THERAPEUTICS INC
SOLEShares2.41M
TypeSH
Market value$4.12M
1.32%
Sole
2.14M
Shared
0.00
None
276.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SYNDAX PHARMACEUTICALS INCSOLE | COM | 2.37M | SH | $22.22M 7.13% | 2.09M | 0.00 | 280.20K |
IMMUNOVANT INCSOLE | COM | 1.40M | SH | $21.12M 6.78% | 1.24M | 0.00 | 156.51K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 528.12K | SH | $18.71M 6.00% | 464.46K | 0.00 | 63.65K |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 1.27M | SH | $16.63M 5.34% | 1.11M | 0.00 | 159.65K |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 52.69K | SH | $15.95M 5.12% | 47.33K | 0.00 | 5.37K |
MERUS N VSOLE | COM | 266.09K | SH | $14.00M 4.49% | 242.25K | 0.00 | 23.84K |
ARCELLX INCSOLE | COMMON STOCK | 201.45K | SH | $13.27M 4.26% | 179.02K | 0.00 | 22.43K |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 266.77K | SH | $12.99M 4.17% | 233.07K | 0.00 | 33.70K |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 176.75K | SH | $11.17M 3.58% | 154.25K | 0.00 | 22.50K |
ALKERMES PLCSOLE | SHS | 351.12K | SH | $10.04M 3.22% | 311.70K | 0.00 | 39.42K |
DENALI THERAPEUTICS INCSOLE | COM | 707.91K | SH | $9.90M 3.18% | 627.78K | 0.00 | 80.13K |
LEGEND BIOTECH CORPSOLE | SPONSORED ADS | 270.14K | SH | $9.59M 3.08% | 239.57K | 0.00 | 30.57K |
GERON CORPSOLE | COM | 6.95M | SH | $9.43M 3.03% | 6.10M | 0.00 | 853.39K |
ZAI LAB LTDSOLE | ADR | 250.44K | SH | $8.76M 2.81% | 222.04K | 0.00 | 28.40K |
MINERALYS THERAPEUTICS INCSOLE | COM | 631.59K | SH | $8.55M 2.74% | 551K | 0.00 | 80.59K |
UNIQURE NVSOLE | SHS | 572.62K | SH | $7.98M 2.56% | 508.22K | 0.00 | 64.39K |
ROIVANT SCIENCES LTDSOLE | SHS | 1.52M | SH | $7.40M 2.37% | 1.52M | 0.00 | 0.00 |
AKERO THERAPEUTICS INCSOLE | COM | 116.78K | SH | $6.23M 2.00% | 103.52K | 0.00 | 13.26K |
INSMED INCSOLE | COM PAR $.01 | 61.58K | SH | $6.20M 1.99% | 56.87K | 0.00 | 4.71K |
SURROZEN INCSOLE | COM NEW | 686.54K | SH | $6.14M 1.97% | 633.48K | 0.00 | 53.06K |
WAVE LIFE SCIENCES LTDSOLE | SHS | 900.34K | SH | $5.85M 1.88% | 801.89K | 0.00 | 98.44K |
LENZ THERAPEUTICS INCSOLE | COM | 183.91K | SH | $5.39M 1.73% | 163.15K | 0.00 | 20.76K |
NUVALENT INCSOLE | COM | 59.83K | SH | $4.56M 1.47% | 53.09K | 0.00 | 6.73K |
KALVISTA PHARMACEUTICALS INCSOLE | COM | 386.79K | SH | $4.37M 1.40% | 345.27K | 0.00 | 41.52K |
VISTAGEN THERAPEUTICS INCSOLE | COM | 2.41M | SH | $4.12M 1.32% | 2.14M | 0.00 | 276.09K |
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