Filed: 2/17/2026ACC: 0001420506-26-000490
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $583.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$583.20M
Total AUM (reported)
31.80M
Total Shares
Allocation by class
COM$342.57M58.7%
SPONSORED ADS$109.20M18.7%
COM NEW$64.87M11.1%
SHS$30.20M5.2%
COMMON STOCK$21.70M3.7%
CLASS A ORD$4.59M0.8%
SPONSORED ADR$3.16M0.5%
Portfolio Concentration
Top 3$121.28M20.8%
4–10$145.41M24.9%
11–25$151.41M26.0%
Rest$165.10M28.3%
Top 3 weight
20.8%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 31.80M
Sole
Full voting authority
29.12M
shares
% of voting shares91.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.68M
shares
% of voting shares8.4%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeSole · 91.6% of voting shares
Institutional Holdings75
Rows:
ABIVAX SA
SOLEShares391.78K
TypeSH
Market value$52.83M
9.06%
Sole
344.94K
Shared
0.00
None
46.84K
SCHOLAR ROCK HLDG CORP
SOLEShares1.16M
TypeSH
Market value$39.55M
6.78%
Sole
1.06M
Shared
0.00
None
101.93K
CENTESSA PHARMACEUTICALS PLC
SOLEShares1.23M
TypeSH
Market value$28.89M
4.95%
Sole
1.09M
Shared
0.00
None
134.34K
SYNDAX PHARMACEUTICALS INC
SOLEShares1.34M
TypeSH
Market value$28.14M
4.83%
Sole
1.20M
Shared
0.00
None
138.62K
STRUCTURE THERAPEUTICS INC
SOLEShares351.07K
TypeSH
Market value$24.42M
4.19%
Sole
319.76K
Shared
0.00
None
31.31K
ARCELLX INC
SOLEShares332.86K
TypeSH
Market value$21.70M
3.72%
Sole
293.93K
Shared
0.00
None
38.93K
ROIVANT SCIENCES LTD
SOLEShares966.70K
TypeSH
Market value$20.98M
3.60%
Sole
891.81K
Shared
0.00
None
74.89K
TERNS PHARMACEUTICALS INC
SOLEShares429.20K
TypeSH
Market value$17.34M
2.97%
Sole
386.27K
Shared
0.00
None
42.93K
TWIST BIOSCIENCE CORP
SOLEShares518.36K
TypeSH
Market value$16.44M
2.82%
Sole
459.09K
Shared
0.00
None
59.26K
IMMUNOVANT INC
SOLEShares644.96K
TypeSH
Market value$16.39M
2.81%
Sole
573.21K
Shared
0.00
None
71.75K
DYNE THERAPEUTICS INC
SOLEShares835.20K
TypeSH
Market value$16.34M
2.80%
Sole
750.19K
Shared
0.00
None
85.01K
XENON PHARMACEUTICALS INC
SOLEShares348.61K
TypeSH
Market value$15.62M
2.68%
Sole
311.14K
Shared
0.00
None
37.46K
SURROZEN INC
SOLEShares619.77K
TypeSH
Market value$12.67M
2.17%
Sole
573.32K
Shared
0.00
None
46.44K
CELCUITY INC
SOLEShares118.33K
TypeSH
Market value$11.80M
2.02%
Sole
105.91K
Shared
0.00
None
12.43K
MINERALYS THERAPEUTICS INC
SOLEShares290.05K
TypeSH
Market value$10.53M
1.80%
Sole
258.88K
Shared
0.00
None
31.17K
MADRIGAL PHARMACEUTICALS INC
SOLEShares17.74K
TypeSH
Market value$10.33M
1.77%
Sole
15.83K
Shared
0.00
None
1.90K
ADAPTIVE BIOTECHNOLOGIES COR
SOLEShares606.83K
TypeSH
Market value$9.85M
1.69%
Sole
532.78K
Shared
0.00
None
74.04K
PALISADE BIO INC
SOLEShares4.19M
TypeSH
Market value$9.85M
1.69%
Sole
3.74M
Shared
0.00
None
449.80K
CYTOKINETICS INC
SOLEShares146.98K
TypeSH
Market value$9.34M
1.60%
Sole
131.21K
Shared
0.00
None
15.77K
EDGEWISE THERAPEUTICS INC
SOLEShares360.88K
TypeSH
Market value$8.96M
1.54%
Sole
322.24K
Shared
0.00
None
38.63K
BRIGHT MINDS BIOSCIENCES INC
SOLEShares97.34K
TypeSH
Market value$7.60M
1.30%
Sole
86.89K
Shared
0.00
None
10.45K
NEKTAR THERAPEUTICS
SOLEShares178.27K
TypeSH
Market value$7.54M
1.29%
Sole
159.36K
Shared
0.00
None
18.92K
JOHNSON & JOHNSON
SOLEShares35K
TypeSH
Market value$7.24M
1.24%
Sole
35K
Shared
0.00
None
0.00
DENALI THERAPEUTICS INC
SOLEShares419.06K
TypeSH
Market value$6.92M
1.19%
Sole
419.06K
Shared
0.00
None
0.00
AMYLYX PHARMACEUTICALS INC
SOLEShares565.14K
TypeSH
Market value$6.83M
1.17%
Sole
504.86K
Shared
0.00
None
60.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ABIVAX SASOLE | SPONSORED ADS | 391.78K | SH | $52.83M 9.06% | 344.94K | 0.00 | 46.84K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 1.16M | SH | $39.55M 6.78% | 1.06M | 0.00 | 101.93K |
CENTESSA PHARMACEUTICALS PLCSOLE | SPONSORED ADS | 1.23M | SH | $28.89M 4.95% | 1.09M | 0.00 | 134.34K |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.34M | SH | $28.14M 4.83% | 1.20M | 0.00 | 138.62K |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 351.07K | SH | $24.42M 4.19% | 319.76K | 0.00 | 31.31K |
ARCELLX INCSOLE | COMMON STOCK | 332.86K | SH | $21.70M 3.72% | 293.93K | 0.00 | 38.93K |
ROIVANT SCIENCES LTDSOLE | SHS | 966.70K | SH | $20.98M 3.60% | 891.81K | 0.00 | 74.89K |
TERNS PHARMACEUTICALS INCSOLE | COM | 429.20K | SH | $17.34M 2.97% | 386.27K | 0.00 | 42.93K |
TWIST BIOSCIENCE CORPSOLE | COM | 518.36K | SH | $16.44M 2.82% | 459.09K | 0.00 | 59.26K |
IMMUNOVANT INCSOLE | COM | 644.96K | SH | $16.39M 2.81% | 573.21K | 0.00 | 71.75K |
DYNE THERAPEUTICS INCSOLE | COM | 835.20K | SH | $16.34M 2.80% | 750.19K | 0.00 | 85.01K |
XENON PHARMACEUTICALS INCSOLE | COM | 348.61K | SH | $15.62M 2.68% | 311.14K | 0.00 | 37.46K |
SURROZEN INCSOLE | COM NEW | 619.77K | SH | $12.67M 2.17% | 573.32K | 0.00 | 46.44K |
CELCUITY INCSOLE | COM | 118.33K | SH | $11.80M 2.02% | 105.91K | 0.00 | 12.43K |
MINERALYS THERAPEUTICS INCSOLE | COM | 290.05K | SH | $10.53M 1.80% | 258.88K | 0.00 | 31.17K |
MADRIGAL PHARMACEUTICALS INCSOLE | COM | 17.74K | SH | $10.33M 1.77% | 15.83K | 0.00 | 1.90K |
ADAPTIVE BIOTECHNOLOGIES CORSOLE | COM | 606.83K | SH | $9.85M 1.69% | 532.78K | 0.00 | 74.04K |
PALISADE BIO INCSOLE | COM | 4.19M | SH | $9.85M 1.69% | 3.74M | 0.00 | 449.80K |
CYTOKINETICS INCSOLE | COM NEW | 146.98K | SH | $9.34M 1.60% | 131.21K | 0.00 | 15.77K |
EDGEWISE THERAPEUTICS INCSOLE | COM | 360.88K | SH | $8.96M 1.54% | 322.24K | 0.00 | 38.63K |
BRIGHT MINDS BIOSCIENCES INCSOLE | COM NEW | 97.34K | SH | $7.60M 1.30% | 86.89K | 0.00 | 10.45K |
NEKTAR THERAPEUTICSSOLE | COM NEW | 178.27K | SH | $7.54M 1.29% | 159.36K | 0.00 | 18.92K |
JOHNSON & JOHNSONSOLE | COM | 35K | SH | $7.24M 1.24% | 35K | 0.00 | 0.00 |
DENALI THERAPEUTICS INCSOLE | COM | 419.06K | SH | $6.92M 1.19% | 419.06K | 0.00 | 0.00 |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 565.14K | SH | $6.83M 1.17% | 504.86K | 0.00 | 60.28K |
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