Stempoint Capital LP Holdings & Portfolio - 13F Filings Analysis - Stocknear

Stempoint Capital LP

CIK Number: 0001952142

n/a
Market Value
57
# of Holdings
null months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 ROIV Roivant Science...
11.93
-0.08% 2.58M -4.94% 26.02M 10.93 8.29% Share
2 SNDX Syndax Pharmace...
16.33
+0.06% 1.6M -44.35% 19.64M 18.01 6.26% Share
3 SRRK Scholar Rock Ho...
32.65
-1.89% 566.21K +240.46% 18.2M 35.4 5.80% Share
4 ACLX Arcellx, Inc.
69.39
-1.22% 273.77K +100.00% 17.96M 65.6 5.73% Share
5 MRUS Merus N.V.
65.84
-0.39% 346.76K -43.6% 14.59M 39.33 4.65% Share
6 IMVT Immunovant, Inc...
14.69
-0.88% 853.47K -23.7% 14.59M 29.95 4.65% Share
7 MDGL Madrigal Pharma...
437.85
+0.16% 40.94K +100.00% 13.56M 331.23 4.32% Share
8 NUVL Nuvalent, Inc.
76.58
+0.74% 190.4K +31.10% 13.5M 76.53 4.30% Share
9 RVMD Revolution Medi...
37.97
-0.93% 318.78K +64.72% 11.27M 40.53 3.59% Share
10 JANX Janux Therapeut...
22.72
-1.43% 342.06K +134.49% 9.24M 36.03 2.94% Share
11 XENE Xenon Pharmaceu...
38.71
+0.28% 274.63K -26.93% 9.21M 39.2 2.94% Share
12 DNLI Denali Therapeu...
15.27
-2.43% 667.08K +14.16% 9.07M 20.56 2.89% Share
13 CNTA Centessa Pharma...
16.79
+1.39% 593.34K -7.58% 8.53M 16.65 2.72% Share
14 QURE uniQure N.V.
16.33
+0.43% 731.04K +712.27% 7.75M 11.47 2.47% Share
15 BBIO BridgeBio Pharm...
51.76
-1.54% 208.44K +100.00% 7.21M 34.57 2.30% Share
16 CGON CG Oncology, In...
26.82
+0.39% 289.82K +100.00% 7.1M 24.49 2.26% Share
17 SWTX SpringWorks The...
46.99
+0.02% 159.31K +100.00% 7.03M 44.13 2.24% Share
18 ARQT Arcutis Biother...
15.52
+0.19% 440.07K -12.16% 6.88M 6 2.19% Share
19 INSM Insmed Incorpor...
136.10
+0.84% 87.06K -18.34% 6.64M 69.04 2.12% Share
20 ALKS Alkermes plc
28.97
+0.14% 192.35K -53.87% 6.35M 28.67 2.02% Share
21 AKRO Akero Therapeut...
46.73
-0.45% 156.19K +100.00% 6.32M 40.48 2.02% Share
22 BHVN Biohaven Ltd.
15.40
-0.77% 250.56K +34.41% 6.02M 34.42 1.92% Share
23 CYTK Cytokinetics, I...
35.33
-5.41% 149.65K +79.06% 6.01M 44.57 1.92% Share
24 BPMC Blueprint Medic...
129.46
+0.14% 61.93K +100.00% 5.48M 88.51 1.75% Share
25 VTGN VistaGen Therap...
3.34
+3.41% 2.37M +1.63% 5.11M 4.66 1.63% Share
26 TARA Protara Therape...
3.12
-0.64% 1.19M +258.18% 5.07M 3.75 1.62% Share
27 KALV KalVista Pharma...
13.46
-0.37% 386.84K -61.04% 4.46M 8.47 1.42% Share
28 EWTX Edgewise Therap...
14.35
-2.05% 180.25K +35.83% 3.97M 24.65 1.26% Share
29 SRZN Surrozen, Inc.
12.19
+4.32% 240.83K -31.3% 2.81M 12.59 0.90% Share
30 PTGX Protagonist The...
59.05
+1.57% 49.24K -65.25% 2.38M 38.6 0.76% Share
31 ELVN Enliven Therape...
20.27
-0.44% 120.43K +24.52% 2.37M 21.94 0.76% Share
32 NBIX Neurocrine Bios...
139.60
+0.48% 21.05K +100.00% 2.33M 110.6 0.74% Share
33 ASND Ascendis Pharma...
194.27
+0.19% 14.73K +100.00% 2.3M 155.86 0.73% Share
34 HLXB Helix Acquisiti...
9.90
-1.59% 200.9K 0.00% 2.27M 10.32 0.72% Share
35 SYRE Spyre Therapeut...
16.49
-1.38% 136.14K +100.00% 2.2M 16.14 0.70% Share
36 FOLD Amicus Therapeu...
7.59
-0.78% 268.92K +100.00% 2.19M 8.16 0.70% Share
37 NAMS NewAmsterdam Ph...
24.05
+0.42% 104.58K +100.00% 2.14M 20.47 0.68% Share
38 RYTM Rhythm Pharmace...
103.15
-1.04% 33.82K -83.74% 1.79M 55.27 0.57% Share
39 ABUS Arbutus Biophar...
3.71
+1.09% 467.88K +100.00% 1.63M 3.49 0.52% Share
40 PCSC Perceptive Capi...
10.54
0.00% 150K 0.00% 1.54M 10.08 0.49% Share
41 GERN Geron Corporati...
1.40
-2.1% 960.31K +100.00% 1.53M 1.59 0.49% Share
42 IDYA IDEAYA Bioscien...
24.55
-1.52% 67K +100.00% 1.1M 16.38 0.35% Share
43 ZLAB Zai Lab Limited
33.10
+2.73% 26.42K +100.00% 954.86K 36.14 0.30% Share
44 OCUL Ocular Therapeu...
12.21
-2.48% 124.52K +100.00% 912.75K 7.33 0.29% Share
45 DYN Dyne Therapeuti...
13.49
-1.89% 84.43K +100.00% 883.14K 10.46 0.28% Share
46 SLNO Soleno Therapeu...
67.67
-1.08% 11.15K +100.00% 797.02K 71.45 0.25% Share
47 IFRX InflaRx N.V.
1.60
+36.75% 725.02K +100.00% 739.52K 1.02 0.24% Share
48 SLDB Solid Bioscienc...
5.48
-2.49% 198.15K +100.00% 733.15K 3.7 0.23% Share
49 WVE Wave Life Scien...
9.60
-3.32% 89.83K -87.54% 725.85K 10.64 0.23% Share
50 MBX MBX Biosciences...
15.09
+5.75% 96.61K +100.00% 713.02K 7.38 0.23% Share
51 SION Sionna Therapeu...
24.62
-4.28% 60K +100.00% 627.6K 10.46 0.20% Share
52 BCAX Bicara Therapeu...
11.94
+0.25% 47.08K +100.00% 613.43K 13.03 0.20% Share
53 CVS CVS Health Corp...
73.13
+1.37% 64.1K +100.00% 165.06K 67.75 0.05% Put
54 MLYS Mineralys Thera...
15.48
+1.71% 125K +100.00% 93.75K 15.88 0.03% Put
55 BBC Virtus LifeSci ...
22.70
-0.74% 132.5K +100.00% 16.56K 17.54 < 0.01% Call
56 MRK Merck & Co., In...
84.14
+1.12% 151.7K +100.00% 8.34K 89.76 < 0.01% Call
57 NVO Novo Nordisk A/...
56.47
+0.64% 151.7K +100.00% 3.79K 69.44 < 0.01% Call