Filed: 5/15/2026ACC: 0001420506-26-001107
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $514.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$514.60M
Total AUM (reported)
24.06M
Total Shares
Allocation by class
COM$339.47M66.0%
COM NEW$86.57M16.8%
SPONSORED ADS$44.59M8.7%
SHS$14.81M2.9%
COM SHS$12.35M2.4%
ORDINARY SHARES$5.78M1.1%
CLASS A ORD SHS$4.48M0.9%
Portfolio Concentration
Top 3$114.92M22.3%
4–10$122.36M23.8%
11–25$138.45M26.9%
Rest$138.86M27.0%
Top 3 weight
22.3%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 24.06M
Sole
Full voting authority
21.74M
shares
% of voting shares90.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.32M
shares
% of voting shares9.6%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 90.4% of voting shares
Institutional Holdings76
Rows:
SCHOLAR ROCK HLDG CORP
SOLEShares1.14M
TypeSH
Market value$51.49M
10.01%
Sole
1.01M
Shared
0.00
None
125.67K
ABIVAX SA
SOLEShares313.79K
TypeSH
Market value$34.94M
6.79%
Sole
275.82K
Shared
0.00
None
37.97K
SYNDAX PHARMACEUTICALS INC
SOLEShares1.37M
TypeSH
Market value$28.49M
5.54%
Sole
1.22M
Shared
0.00
None
148.24K
REVOLUTION MEDICINES INC
SOLEShares381.63K
TypeSH
Market value$27.91M
5.42%
Sole
351.08K
Shared
0.00
None
30.56K
IMMUNOVANT INC
SOLEShares846.49K
TypeSH
Market value$18.80M
3.65%
Sole
758.33K
Shared
0.00
None
88.16K
PRAXIS PRECISION MEDICINES I
SOLEShares56.27K
TypeSH
Market value$18.13M
3.52%
Sole
49.36K
Shared
0.00
None
6.91K
MBX BIOSCIENCES INC
SOLEShares499.47K
TypeSH
Market value$14.91M
2.90%
Sole
439.96K
Shared
0.00
None
59.51K
MINERALYS THERAPEUTICS INC
SOLEShares533.38K
TypeSH
Market value$14.45M
2.81%
Sole
459.83K
Shared
0.00
None
73.55K
ENLIVEN THERAPEUTICS INC
SOLEShares363.44K
TypeSH
Market value$14.25M
2.77%
Sole
321.16K
Shared
0.00
None
42.27K
CG ONCOLOGY INC
SOLEShares205.62K
TypeSH
Market value$13.92M
2.70%
Sole
180.97K
Shared
0.00
None
24.65K
BIOHAVEN LTD
SOLEShares1.59M
TypeSH
Market value$13.49M
2.62%
Sole
1.40M
Shared
0.00
None
194.33K
ROIVANT SCIENCES LTD
SOLEShares385.80K
TypeSH
Market value$10.69M
2.08%
Sole
385.80K
Shared
0.00
None
0.00
EYEPOINT INC
SOLEShares810.76K
TypeSH
Market value$10.45M
2.03%
Sole
711.37K
Shared
0.00
None
99.39K
ARCUTIS BIOTHERAPEUTICS INC
SOLEShares413.79K
TypeSH
Market value$9.75M
1.89%
Sole
380.24K
Shared
0.00
None
33.55K
STRUCTURE THERAPEUTICS INC
SOLEShares200.27K
TypeSH
Market value$9.65M
1.88%
Sole
175.80K
Shared
0.00
None
24.46K
AMYLYX PHARMACEUTICALS INC
SOLEShares669.68K
TypeSH
Market value$9.31M
1.81%
Sole
586.69K
Shared
0.00
None
82.99K
DYNE THERAPEUTICS INC
SOLEShares506.07K
TypeSH
Market value$9.18M
1.78%
Sole
443.75K
Shared
0.00
None
62.32K
EDGEWISE THERAPEUTICS INC
SOLEShares290.86K
TypeSH
Market value$9.16M
1.78%
Sole
255.53K
Shared
0.00
None
35.33K
CYTOKINETICS INC
SOLEShares129.58K
TypeSH
Market value$8.54M
1.66%
Sole
115.58K
Shared
0.00
None
14K
SPYRE THERAPEUTICS INC
SOLEShares167.61K
TypeSH
Market value$8.45M
1.64%
Sole
147.03K
Shared
0.00
None
20.57K
DENALI THERAPEUTICS INC
SOLEShares426.56K
TypeSH
Market value$8.19M
1.59%
Sole
374.15K
Shared
0.00
None
52.41K
XENON PHARMACEUTICALS INC
SOLEShares140.75K
TypeSH
Market value$8.18M
1.59%
Sole
125.19K
Shared
0.00
None
15.57K
CELLDEX THERAPEUTICS INC NEW
SOLEShares254.27K
TypeSH
Market value$8.07M
1.57%
Sole
225.24K
Shared
0.00
None
29.03K
TYRA BIOSCIENCES INC
SOLEShares293.18K
TypeSH
Market value$7.69M
1.49%
Sole
271.49K
Shared
0.00
None
21.69K
PROTAGONIST THERAPEUTICS INC
SOLEShares72.58K
TypeSH
Market value$7.65M
1.49%
Sole
63.69K
Shared
0.00
None
8.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHOLAR ROCK HLDG CORPSOLE | COM | 1.14M | SH | $51.49M 10.01% | 1.01M | 0.00 | 125.67K |
ABIVAX SASOLE | SPONSORED ADS | 313.79K | SH | $34.94M 6.79% | 275.82K | 0.00 | 37.97K |
SYNDAX PHARMACEUTICALS INCSOLE | COM | 1.37M | SH | $28.49M 5.54% | 1.22M | 0.00 | 148.24K |
REVOLUTION MEDICINES INCSOLE | COM | 381.63K | SH | $27.91M 5.42% | 351.08K | 0.00 | 30.56K |
IMMUNOVANT INCSOLE | COM | 846.49K | SH | $18.80M 3.65% | 758.33K | 0.00 | 88.16K |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 56.27K | SH | $18.13M 3.52% | 49.36K | 0.00 | 6.91K |
MBX BIOSCIENCES INCSOLE | COM | 499.47K | SH | $14.91M 2.90% | 439.96K | 0.00 | 59.51K |
MINERALYS THERAPEUTICS INCSOLE | COM | 533.38K | SH | $14.45M 2.81% | 459.83K | 0.00 | 73.55K |
ENLIVEN THERAPEUTICS INCSOLE | COM | 363.44K | SH | $14.25M 2.77% | 321.16K | 0.00 | 42.27K |
CG ONCOLOGY INCSOLE | COM | 205.62K | SH | $13.92M 2.70% | 180.97K | 0.00 | 24.65K |
BIOHAVEN LTDSOLE | COM | 1.59M | SH | $13.49M 2.62% | 1.40M | 0.00 | 194.33K |
ROIVANT SCIENCES LTDSOLE | SHS | 385.80K | SH | $10.69M 2.08% | 385.80K | 0.00 | 0.00 |
EYEPOINT INCSOLE | COM NEW | 810.76K | SH | $10.45M 2.03% | 711.37K | 0.00 | 99.39K |
ARCUTIS BIOTHERAPEUTICS INCSOLE | COM | 413.79K | SH | $9.75M 1.89% | 380.24K | 0.00 | 33.55K |
STRUCTURE THERAPEUTICS INCSOLE | SPONSORED ADS | 200.27K | SH | $9.65M 1.88% | 175.80K | 0.00 | 24.46K |
AMYLYX PHARMACEUTICALS INCSOLE | COM | 669.68K | SH | $9.31M 1.81% | 586.69K | 0.00 | 82.99K |
DYNE THERAPEUTICS INCSOLE | COM | 506.07K | SH | $9.18M 1.78% | 443.75K | 0.00 | 62.32K |
EDGEWISE THERAPEUTICS INCSOLE | COM | 290.86K | SH | $9.16M 1.78% | 255.53K | 0.00 | 35.33K |
CYTOKINETICS INCSOLE | COM NEW | 129.58K | SH | $8.54M 1.66% | 115.58K | 0.00 | 14K |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 167.61K | SH | $8.45M 1.64% | 147.03K | 0.00 | 20.57K |
DENALI THERAPEUTICS INCSOLE | COM | 426.56K | SH | $8.19M 1.59% | 374.15K | 0.00 | 52.41K |
XENON PHARMACEUTICALS INCSOLE | COM | 140.75K | SH | $8.18M 1.59% | 125.19K | 0.00 | 15.57K |
CELLDEX THERAPEUTICS INC NEWSOLE | COM NEW | 254.27K | SH | $8.07M 1.57% | 225.24K | 0.00 | 29.03K |
TYRA BIOSCIENCES INCSOLE | COM | 293.18K | SH | $7.69M 1.49% | 271.49K | 0.00 | 21.69K |
PROTAGONIST THERAPEUTICS INCSOLE | COM | 72.58K | SH | $7.65M 1.49% | 63.69K | 0.00 | 8.88K |
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