Filed: 11/14/2025ACC: 0001420506-25-003308
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $499.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$499.09M
Total AUM (reported)
34.29M
Total Shares
Allocation by class
COM$255.33M51.2%
SHS$118.21M23.7%
COM NEW$42.09M8.4%
SPONSORED ADS$36.12M7.2%
SPONSORED ADR$12.21M2.4%
ORDINARY SHARES$12.08M2.4%
COM PAR $.01$6.25M1.3%
Portfolio Concentration
Top 3$121.05M24.3%
4–10$135.22M27.1%
11–25$127.04M25.5%
Rest$115.77M23.2%
Top 3 weight
24.3%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 34.29M
Sole
Full voting authority
31.74M
shares
% of voting shares92.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.55M
shares
% of voting shares7.4%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeSole · 92.6% of voting shares
Institutional Holdings80
Rows:
ROIVANT SCIENCES LTD
SOLEShares4.20M
TypeSH
Market value$63.50M
12.72%
Sole
3.93M
Shared
0.00
None
263.81K
UNIQURE NV
SOLEShares522.15K
TypeSH
Market value$30.48M
6.11%
Sole
495.31K
Shared
0.00
None
26.84K
SCHOLAR ROCK HLDG CORP
SOLEShares744.60K
TypeSH
Market value$27.07M
5.42%
Sole
664.76K
Shared
0.00
None
79.85K
IMMUNOVANT INC
SOLEShares1.84M
TypeSH
Market value$25.67M
5.14%
Sole
1.66M
Shared
0.00
None
176.06K
DENALI THERAPEUTICS INC
SOLEShares1.73M
TypeSH
Market value$25.19M
5.05%
Sole
1.55M
Shared
0.00
None
182.24K
SYNDAX PHARMACEUTICALS INC
SOLEShares1.47M
TypeSH
Market value$21.07M
4.22%
Sole
1.33M
Shared
0.00
None
131.89K
CENTESSA PHARMACEUTICALS PLC
SOLEShares827.88K
TypeSH
Market value$16.80M
3.37%
Sole
761.85K
Shared
0.00
None
66.03K
BIOHAVEN LTD
SOLEShares1.50M
TypeSH
Market value$16.46M
3.30%
Sole
1.39M
Shared
0.00
None
111.83K
WAVE LIFE SCIENCES LTD
SOLEShares2.11M
TypeSH
Market value$15.45M
3.09%
Sole
1.89M
Shared
0.00
None
218.50K
CIDARA THERAPEUTICS INC
SOLEShares152.32K
TypeSH
Market value$14.59M
2.92%
Sole
136.84K
Shared
0.00
None
15.49K
ABIVAX SA
SOLEShares166.27K
TypeSH
Market value$14.12M
2.83%
Sole
150K
Shared
0.00
None
16.28K
IDEAYA BIOSCIENCES INC
SOLEShares371.82K
TypeSH
Market value$10.12M
2.03%
Sole
330.35K
Shared
0.00
None
41.48K
RHYTHM PHARMACEUTICALS INC
SOLEShares91.44K
TypeSH
Market value$9.23M
1.85%
Sole
82.71K
Shared
0.00
None
8.73K
ARGENX SE
SOLEShares12.46K
TypeSH
Market value$9.19M
1.84%
Sole
12.46K
Shared
0.00
None
0.00
SURROZEN INC
SOLEShares713.46K
TypeSH
Market value$9.19M
1.84%
Sole
664.31K
Shared
0.00
None
49.15K
REVOLUTION MEDICINES INC
SOLEShares185.38K
TypeSH
Market value$8.66M
1.73%
Sole
171.32K
Shared
0.00
None
14.06K
REZOLUTE INC
SOLEShares917.63K
TypeSH
Market value$8.63M
1.73%
Sole
829.87K
Shared
0.00
None
87.76K
GH RESEARCH PLC
SOLEShares545.27K
TypeSH
Market value$7.80M
1.56%
Sole
475.64K
Shared
0.00
None
69.63K
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares411.89K
TypeSH
Market value$7.76M
1.56%
Sole
411.89K
Shared
0.00
None
0.00
VISTAGEN THERAPEUTICS INC
SOLEShares2.49M
TypeSH
Market value$7.75M
1.55%
Sole
2.29M
Shared
0.00
None
203.19K
XENON PHARMACEUTICALS INC
SOLEShares192.29K
TypeSH
Market value$7.72M
1.55%
Sole
172.86K
Shared
0.00
None
19.43K
ALKERMES PLC
SOLEShares241.64K
TypeSH
Market value$7.25M
1.45%
Sole
218.05K
Shared
0.00
None
23.59K
CELCUITY INC
SOLEShares136.71K
TypeSH
Market value$6.75M
1.35%
Sole
121.51K
Shared
0.00
None
15.20K
BRIDGEBIO PHARMA INC
SOLEShares127.44K
TypeSH
Market value$6.62M
1.33%
Sole
115.25K
Shared
0.00
None
12.19K
INSMED INC
SOLEShares43.42K
TypeSH
Market value$6.25M
1.25%
Sole
39.17K
Shared
0.00
None
4.25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROIVANT SCIENCES LTDSOLE | SHS | 4.20M | SH | $63.50M 12.72% | 3.93M | 0.00 | 263.81K |
UNIQURE NVSOLE | SHS | 522.15K | SH | $30.48M 6.11% | 495.31K | 0.00 | 26.84K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 744.60K | SH | $27.07M 5.42% | 664.76K | 0.00 | 79.85K |
IMMUNOVANT INCSOLE | COM | 1.84M | SH | $25.67M 5.14% | 1.66M | 0.00 | 176.06K |
DENALI THERAPEUTICS INCSOLE | COM | 1.73M | SH | $25.19M 5.05% | 1.55M | 0.00 | 182.24K |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.47M | SH | $21.07M 4.22% | 1.33M | 0.00 | 131.89K |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 827.88K | SH | $16.80M 3.37% | 761.85K | 0.00 | 66.03K |
BIOHAVEN LTDSOLE | COM | 1.50M | SH | $16.46M 3.30% | 1.39M | 0.00 | 111.83K |
WAVE LIFE SCIENCES LTDSOLE | SHS | 2.11M | SH | $15.45M 3.09% | 1.89M | 0.00 | 218.50K |
CIDARA THERAPEUTICS INCSOLE | COM NEW | 152.32K | SH | $14.59M 2.92% | 136.84K | 0.00 | 15.49K |
ABIVAX SASOLE | SPONSORED ADS | 166.27K | SH | $14.12M 2.83% | 150K | 0.00 | 16.28K |
IDEAYA BIOSCIENCES INCSOLE | COM | 371.82K | SH | $10.12M 2.03% | 330.35K | 0.00 | 41.48K |
RHYTHM PHARMACEUTICALS INCSOLE | COM | 91.44K | SH | $9.23M 1.85% | 82.71K | 0.00 | 8.73K |
ARGENX SESOLE | SPONSORED ADR | 12.46K | SH | $9.19M 1.84% | 12.46K | 0.00 | 0.00 |
SURROZEN INCSOLE | COM NEW | 713.46K | SH | $9.19M 1.84% | 664.31K | 0.00 | 49.15K |
REVOLUTION MEDICINES INCSOLE | COM | 185.38K | SH | $8.66M 1.73% | 171.32K | 0.00 | 14.06K |
REZOLUTE INCSOLE | COM NEW | 917.63K | SH | $8.63M 1.73% | 829.87K | 0.00 | 87.76K |
GH RESEARCH PLCSOLE | ORDINARY SHARES | 545.27K | SH | $7.80M 1.56% | 475.64K | 0.00 | 69.63K |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 411.89K | SH | $7.76M 1.56% | 411.89K | 0.00 | 0.00 |
VISTAGEN THERAPEUTICS INCSOLE | COM | 2.49M | SH | $7.75M 1.55% | 2.29M | 0.00 | 203.19K |
XENON PHARMACEUTICALS INCSOLE | COM | 192.29K | SH | $7.72M 1.55% | 172.86K | 0.00 | 19.43K |
ALKERMES PLCSOLE | SHS | 241.64K | SH | $7.25M 1.45% | 218.05K | 0.00 | 23.59K |
CELCUITY INCSOLE | COM | 136.71K | SH | $6.75M 1.35% | 121.51K | 0.00 | 15.20K |
BRIDGEBIO PHARMA INCSOLE | COM | 127.44K | SH | $6.62M 1.33% | 115.25K | 0.00 | 12.19K |
INSMED INCSOLE | COM PAR $.01 | 43.42K | SH | $6.25M 1.25% | 39.17K | 0.00 | 4.25K |
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