STEMPOINT CAPITAL LP

PrivateCIK: 1952142
Location

NEW YORK, NY

77
Positions
$580.52M
Total AUM (reported)
36.33M
Total Shares

Allocation by class

TOTAL AUM$580.52M77 positions
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 318.3%4–1022.8%11–2529.1%Rest29.7%TOP 1041.1%0%100%
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

SOLE
COM
Shares1.32M
TypeSH
Market value$38.41M
6.62%
Sole
1.15M
Shared
0.00
None
173.60K

ABIVAX SA

SOLE
SPONSORED ADS
Shares283.66K
TypeSH
Market value$37.80M
6.51%
Sole
241.96K
Shared
0.00
None
41.69K

REVOLUTION MEDICINES INC

SOLE
COM
Shares189.94K
TypeSH
Market value$30.08M
5.18%
Sole
167.90K
Shared
0.00
None
22.04K

ERASCA INC

SOLE
COM
Shares1.77M
TypeSH
Market value$28.78M
4.96%
Sole
1.55M
Shared
0.00
None
213.06K

TYRA BIOSCIENCES INC

SOLE
COM
Shares632.75K
TypeSH
Market value$20.21M
3.48%
Sole
546.32K
Shared
0.00
None
86.44K

DIANTHUS THERAPEUTICS INC

SOLE
COM
Shares200.85K
TypeSH
Market value$19.58M
3.37%
Sole
174.70K
Shared
0.00
None
26.15K

ENLIVEN THERAPEUTICS INC

SOLE
COM
Shares346.91K
TypeSH
Market value$17.61M
3.03%
Sole
295.89K
Shared
0.00
None
51.02K

BIOHAVEN LTD

SOLE
COM
Shares1.56M
TypeSH
Market value$16.36M
2.82%
Sole
1.42M
Shared
0.00
None
147.24K

MINERALYS THERAPEUTICS INC

SOLE
COM
Shares602.69K
TypeSH
Market value$16.26M
2.80%
Sole
518.17K
Shared
0.00
None
84.51K

SURROZEN INC

SOLE
COM NEW
Shares602.80K
TypeSH
Market value$13.79M
2.37%
Sole
543.50K
Shared
0.00
None
59.30K

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares209.23K
TypeSH
Market value$13.38M
2.30%
Sole
181.58K
Shared
0.00
None
27.65K

SCHOLAR ROCK HLDG CORP

SOLE
COM
Shares239.15K
TypeSH
Market value$13.15M
2.27%
Sole
207.64K
Shared
0.00
None
31.51K

ALKERMES PLC

SOLE
SHS
Shares248.01K
TypeSH
Market value$12.99M
2.24%
Sole
214.30K
Shared
0.00
None
33.72K

FIRST TRACKS BIOTHERAPEUTICS

SOLE
ORD SHS
Shares622.72K
TypeSH
Market value$12.53M
2.16%
Sole
551.62K
Shared
0.00
None
71.10K

PRAXIS PRECISION MEDICINES I

SOLE
COM NEW
Shares37.24K
TypeSH
Market value$12.47M
2.15%
Sole
32.11K
Shared
0.00
None
5.13K

ROIVANT SCIENCES LTD

SOLE
SHS
Shares448.41K
TypeSH
Market value$12.37M
2.13%
Sole
448.41K
Shared
0.00
None
0.00

BIOAGE LABS INC

SOLE
COM
Shares464.17K
TypeSH
Market value$11.38M
1.96%
Sole
402.83K
Shared
0.00
None
61.34K

CG ONCOLOGY INC

SOLE
COM
Shares159.35K
TypeSH
Market value$11.32M
1.95%
Sole
137.36K
Shared
0.00
None
21.99K

ORUKA THERAPEUTICS INC

SOLE
COM
Shares116.46K
TypeSH
Market value$11.08M
1.91%
Sole
100.25K
Shared
0.00
None
16.21K

IMMUNOVANT INC

SOLE
COM
Shares276.53K
TypeSH
Market value$10.65M
1.84%
Sole
240.13K
Shared
0.00
None
36.40K

CELCUITY INC

SOLE
COM
Shares98.20K
TypeSH
Market value$10.27M
1.77%
Sole
84.93K
Shared
0.00
None
13.27K

RELMADA THERAPEUTICS INC

SOLE
COM
Shares1.46M
TypeSH
Market value$10.10M
1.74%
Sole
1.26M
Shared
0.00
None
196.88K

CLIMB BIO INC

SOLE
COM
Shares742.75K
TypeSH
Market value$9.69M
1.67%
Sole
642.58K
Shared
0.00
None
100.17K

SPYRE THERAPEUTICS INC

SOLE
COM NEW
Shares106.93K
TypeSH
Market value$9.49M
1.64%
Sole
92.94K
Shared
0.00
None
13.99K

ZURA BIO LTD

SOLE
CLASS A ORD SHS
Shares1.37M
TypeSH
Market value$8.07M
1.39%
Sole
1.20M
Shared
0.00
None
173.05K
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