Filed: 8/14/2026ACC: 0001420506-26-001687
📋 What this filing means
STEMPOINT CAPITAL LP filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $580.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$580.52M
Total AUM (reported)
36.33M
Total Shares
Allocation by class
COM$370.44M63.8%
COM NEW$77.50M13.4%
SPONSORED ADS$43.88M7.6%
SHS$29.42M5.1%
ORD SHS CL A$13.38M2.3%
ORD SHS$12.53M2.2%
COM SHS$11.37M2.0%
Portfolio Concentration
Top 3$106.29M18.3%
4–10$132.58M22.8%
11–25$168.96M29.1%
Rest$172.69M29.7%
Top 3 weight
18.3%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 36.33M
Sole
Full voting authority
32.36M
shares
% of voting shares89.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.97M
shares
% of voting shares10.9%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeSole · 89.1% of voting shares
Institutional Holdings77
Rows:
TANGO THERAPEUTICS INC
SOLEShares1.32M
TypeSH
Market value$38.41M
6.62%
Sole
1.15M
Shared
0.00
None
173.60K
ABIVAX SA
SOLEShares283.66K
TypeSH
Market value$37.80M
6.51%
Sole
241.96K
Shared
0.00
None
41.69K
REVOLUTION MEDICINES INC
SOLEShares189.94K
TypeSH
Market value$30.08M
5.18%
Sole
167.90K
Shared
0.00
None
22.04K
ERASCA INC
SOLEShares1.77M
TypeSH
Market value$28.78M
4.96%
Sole
1.55M
Shared
0.00
None
213.06K
TYRA BIOSCIENCES INC
SOLEShares632.75K
TypeSH
Market value$20.21M
3.48%
Sole
546.32K
Shared
0.00
None
86.44K
DIANTHUS THERAPEUTICS INC
SOLEShares200.85K
TypeSH
Market value$19.58M
3.37%
Sole
174.70K
Shared
0.00
None
26.15K
ENLIVEN THERAPEUTICS INC
SOLEShares346.91K
TypeSH
Market value$17.61M
3.03%
Sole
295.89K
Shared
0.00
None
51.02K
BIOHAVEN LTD
SOLEShares1.56M
TypeSH
Market value$16.36M
2.82%
Sole
1.42M
Shared
0.00
None
147.24K
MINERALYS THERAPEUTICS INC
SOLEShares602.69K
TypeSH
Market value$16.26M
2.80%
Sole
518.17K
Shared
0.00
None
84.51K
SURROZEN INC
SOLEShares602.80K
TypeSH
Market value$13.79M
2.37%
Sole
543.50K
Shared
0.00
None
59.30K
KINIKSA PHARMACEUTICALS INTL
SOLEShares209.23K
TypeSH
Market value$13.38M
2.30%
Sole
181.58K
Shared
0.00
None
27.65K
SCHOLAR ROCK HLDG CORP
SOLEShares239.15K
TypeSH
Market value$13.15M
2.27%
Sole
207.64K
Shared
0.00
None
31.51K
ALKERMES PLC
SOLEShares248.01K
TypeSH
Market value$12.99M
2.24%
Sole
214.30K
Shared
0.00
None
33.72K
FIRST TRACKS BIOTHERAPEUTICS
SOLEShares622.72K
TypeSH
Market value$12.53M
2.16%
Sole
551.62K
Shared
0.00
None
71.10K
PRAXIS PRECISION MEDICINES I
SOLEShares37.24K
TypeSH
Market value$12.47M
2.15%
Sole
32.11K
Shared
0.00
None
5.13K
ROIVANT SCIENCES LTD
SOLEShares448.41K
TypeSH
Market value$12.37M
2.13%
Sole
448.41K
Shared
0.00
None
0.00
BIOAGE LABS INC
SOLEShares464.17K
TypeSH
Market value$11.38M
1.96%
Sole
402.83K
Shared
0.00
None
61.34K
CG ONCOLOGY INC
SOLEShares159.35K
TypeSH
Market value$11.32M
1.95%
Sole
137.36K
Shared
0.00
None
21.99K
ORUKA THERAPEUTICS INC
SOLEShares116.46K
TypeSH
Market value$11.08M
1.91%
Sole
100.25K
Shared
0.00
None
16.21K
IMMUNOVANT INC
SOLEShares276.53K
TypeSH
Market value$10.65M
1.84%
Sole
240.13K
Shared
0.00
None
36.40K
CELCUITY INC
SOLEShares98.20K
TypeSH
Market value$10.27M
1.77%
Sole
84.93K
Shared
0.00
None
13.27K
RELMADA THERAPEUTICS INC
SOLEShares1.46M
TypeSH
Market value$10.10M
1.74%
Sole
1.26M
Shared
0.00
None
196.88K
CLIMB BIO INC
SOLEShares742.75K
TypeSH
Market value$9.69M
1.67%
Sole
642.58K
Shared
0.00
None
100.17K
SPYRE THERAPEUTICS INC
SOLEShares106.93K
TypeSH
Market value$9.49M
1.64%
Sole
92.94K
Shared
0.00
None
13.99K
ZURA BIO LTD
SOLEShares1.37M
TypeSH
Market value$8.07M
1.39%
Sole
1.20M
Shared
0.00
None
173.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TANGO THERAPEUTICS INCSOLE | COM | 1.32M | SH | $38.41M 6.62% | 1.15M | 0.00 | 173.60K |
ABIVAX SASOLE | SPONSORED ADS | 283.66K | SH | $37.80M 6.51% | 241.96K | 0.00 | 41.69K |
REVOLUTION MEDICINES INCSOLE | COM | 189.94K | SH | $30.08M 5.18% | 167.90K | 0.00 | 22.04K |
ERASCA INCSOLE | COM | 1.77M | SH | $28.78M 4.96% | 1.55M | 0.00 | 213.06K |
TYRA BIOSCIENCES INCSOLE | COM | 632.75K | SH | $20.21M 3.48% | 546.32K | 0.00 | 86.44K |
DIANTHUS THERAPEUTICS INCSOLE | COM | 200.85K | SH | $19.58M 3.37% | 174.70K | 0.00 | 26.15K |
ENLIVEN THERAPEUTICS INCSOLE | COM | 346.91K | SH | $17.61M 3.03% | 295.89K | 0.00 | 51.02K |
BIOHAVEN LTDSOLE | COM | 1.56M | SH | $16.36M 2.82% | 1.42M | 0.00 | 147.24K |
MINERALYS THERAPEUTICS INCSOLE | COM | 602.69K | SH | $16.26M 2.80% | 518.17K | 0.00 | 84.51K |
SURROZEN INCSOLE | COM NEW | 602.80K | SH | $13.79M 2.37% | 543.50K | 0.00 | 59.30K |
KINIKSA PHARMACEUTICALS INTLSOLE | ORD SHS CL A | 209.23K | SH | $13.38M 2.30% | 181.58K | 0.00 | 27.65K |
SCHOLAR ROCK HLDG CORPSOLE | COM | 239.15K | SH | $13.15M 2.27% | 207.64K | 0.00 | 31.51K |
ALKERMES PLCSOLE | SHS | 248.01K | SH | $12.99M 2.24% | 214.30K | 0.00 | 33.72K |
FIRST TRACKS BIOTHERAPEUTICSSOLE | ORD SHS | 622.72K | SH | $12.53M 2.16% | 551.62K | 0.00 | 71.10K |
PRAXIS PRECISION MEDICINES ISOLE | COM NEW | 37.24K | SH | $12.47M 2.15% | 32.11K | 0.00 | 5.13K |
ROIVANT SCIENCES LTDSOLE | SHS | 448.41K | SH | $12.37M 2.13% | 448.41K | 0.00 | 0.00 |
BIOAGE LABS INCSOLE | COM | 464.17K | SH | $11.38M 1.96% | 402.83K | 0.00 | 61.34K |
CG ONCOLOGY INCSOLE | COM | 159.35K | SH | $11.32M 1.95% | 137.36K | 0.00 | 21.99K |
ORUKA THERAPEUTICS INCSOLE | COM | 116.46K | SH | $11.08M 1.91% | 100.25K | 0.00 | 16.21K |
IMMUNOVANT INCSOLE | COM | 276.53K | SH | $10.65M 1.84% | 240.13K | 0.00 | 36.40K |
CELCUITY INCSOLE | COM | 98.20K | SH | $10.27M 1.77% | 84.93K | 0.00 | 13.27K |
RELMADA THERAPEUTICS INCSOLE | COM | 1.46M | SH | $10.10M 1.74% | 1.26M | 0.00 | 196.88K |
CLIMB BIO INCSOLE | COM | 742.75K | SH | $9.69M 1.67% | 642.58K | 0.00 | 100.17K |
SPYRE THERAPEUTICS INCSOLE | COM NEW | 106.93K | SH | $9.49M 1.64% | 92.94K | 0.00 | 13.99K |
ZURA BIO LTDSOLE | CLASS A ORD SHS | 1.37M | SH | $8.07M 1.39% | 1.20M | 0.00 | 173.05K |
Page 1 of 4