STEMPOINT CAPITAL LP

PrivateCIK: 1952142
Location

NEW YORK, NY

76
Positions
$514.60M
Total AUM (reported)
24.06M
Total Shares

Allocation by class

TOTAL AUM$514.60M76 positions
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 322.3%4–1023.8%11–2526.9%Rest27.0%TOP 1046.1%0%100%
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

SOLE
COM
Shares1.14M
TypeSH
Market value$51.49M
10.01%
Sole
1.01M
Shared
0.00
None
125.67K

ABIVAX SA

SOLE
SPONSORED ADS
Shares313.79K
TypeSH
Market value$34.94M
6.79%
Sole
275.82K
Shared
0.00
None
37.97K

SYNDAX PHARMACEUTICALS INC

SOLE
COM
Shares1.37M
TypeSH
Market value$28.49M
5.54%
Sole
1.22M
Shared
0.00
None
148.24K

REVOLUTION MEDICINES INC

SOLE
COM
Shares381.63K
TypeSH
Market value$27.91M
5.42%
Sole
351.08K
Shared
0.00
None
30.56K

IMMUNOVANT INC

SOLE
COM
Shares846.49K
TypeSH
Market value$18.80M
3.65%
Sole
758.33K
Shared
0.00
None
88.16K

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares56.27K
TypeSH
Market value$18.13M
3.52%
Sole
49.36K
Shared
0.00
None
6.91K

MBX BIOSCIENCES INC

SOLE
COM
Shares499.47K
TypeSH
Market value$14.91M
2.90%
Sole
439.96K
Shared
0.00
None
59.51K

MINERALYS THERAPEUTICS INC

SOLE
COM
Shares533.38K
TypeSH
Market value$14.45M
2.81%
Sole
459.83K
Shared
0.00
None
73.55K

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares363.44K
TypeSH
Market value$14.25M
2.77%
Sole
321.16K
Shared
0.00
None
42.27K

CG ONCOLOGY INC

SOLE
COM
Shares205.62K
TypeSH
Market value$13.92M
2.70%
Sole
180.97K
Shared
0.00
None
24.65K

BIOHAVEN LTD

SOLE
COM
Shares1.59M
TypeSH
Market value$13.49M
2.62%
Sole
1.40M
Shared
0.00
None
194.33K

ROIVANT SCIENCES LTD

SOLE
SHS
Shares385.80K
TypeSH
Market value$10.69M
2.08%
Sole
385.80K
Shared
0.00
None
0.00

EYEPOINT INC

SOLE
COM NEW
Shares810.76K
TypeSH
Market value$10.45M
2.03%
Sole
711.37K
Shared
0.00
None
99.39K

ARCUTIS BIOTHERAPEUTICS INC

SOLE
COM
Shares413.79K
TypeSH
Market value$9.75M
1.89%
Sole
380.24K
Shared
0.00
None
33.55K

STRUCTURE THERAPEUTICS INC

SOLE
SPONSORED ADS
Shares200.27K
TypeSH
Market value$9.65M
1.88%
Sole
175.80K
Shared
0.00
None
24.46K

AMYLYX PHARMACEUTICALS INC

SOLE
COM
Shares669.68K
TypeSH
Market value$9.31M
1.81%
Sole
586.69K
Shared
0.00
None
82.99K

DYNE THERAPEUTICS INC

SOLE
COM
Shares506.07K
TypeSH
Market value$9.18M
1.78%
Sole
443.75K
Shared
0.00
None
62.32K

EDGEWISE THERAPEUTICS INC

SOLE
COM
Shares290.86K
TypeSH
Market value$9.16M
1.78%
Sole
255.53K
Shared
0.00
None
35.33K

CYTOKINETICS INC

SOLE
COM NEW
Shares129.58K
TypeSH
Market value$8.54M
1.66%
Sole
115.58K
Shared
0.00
None
14K

SPYRE THERAPEUTICS INC

SOLE
COM NEW
Shares167.61K
TypeSH
Market value$8.45M
1.64%
Sole
147.03K
Shared
0.00
None
20.57K

DENALI THERAPEUTICS INC

SOLE
COM
Shares426.56K
TypeSH
Market value$8.19M
1.59%
Sole
374.15K
Shared
0.00
None
52.41K

XENON PHARMACEUTICALS INC

SOLE
COM
Shares140.75K
TypeSH
Market value$8.18M
1.59%
Sole
125.19K
Shared
0.00
None
15.57K

CELLDEX THERAPEUTICS INC NEW

SOLE
COM NEW
Shares254.27K
TypeSH
Market value$8.07M
1.57%
Sole
225.24K
Shared
0.00
None
29.03K

TYRA BIOSCIENCES INC

SOLE
COM
Shares293.18K
TypeSH
Market value$7.69M
1.49%
Sole
271.49K
Shared
0.00
None
21.69K

PROTAGONIST THERAPEUTICS INC

SOLE
COM
Shares72.58K
TypeSH
Market value$7.65M
1.49%
Sole
63.69K
Shared
0.00
None
8.88K
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