STEMPOINT CAPITAL LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| REVOLUTION MEDICINES INC(RVMD) | 62,032 | 281,632 | +219,600 | 4,940,849 | 27,388,712 | 5.26% | +22,447,863 |
| ENLIVEN THERAPEUTICS INC | 0 | 363,438 | +363,438 | 0 | 14,246,770 | 2.74% | +14,246,770 |
| CG ONCOLOGY INC(CGON) | 0 | 205,622 | +205,622 | 0 | 13,916,497 | 2.67% | +13,916,497 |
| BIOHAVEN LTD(BHVN) | 0 | 1,594,491 | +1,594,491 | 0 | 13,489,394 | 2.59% | +13,489,394 |
| MBX BIOSCIENCES INC(MBX) | 78,553 | 499,469 | +420,916 | 2,477,562 | 14,909,150 | 2.87% | +12,431,588 |
| PRAXIS PRECISION MEDICINES I(PRAX) | 21,067 | 56,267 | +35,200 | 6,209,288 | 18,128,665 | 3.48% | +11,919,377 |
| SCHOLAR ROCK HLDG CORP(SRRK) | 886,893 | 1,035,496 | +148,603 | 39,067,637 | 50,904,983 | 9.78% | +11,837,346 |
| CELLDEX THERAPEUTICS INC NEW(CLDX) | 0 | 254,267 | +254,267 | 0 | 8,065,349 | 1.55% | +8,065,349 |
| TYRA BIOSCIENCES INC(TYRA) | 0 | 193,177 | +193,177 | 0 | 7,398,679 | 1.42% | +7,398,679 |
| SPYRE THERAPEUTICS INC(SYRE) | 32,377 | 167,606 | +135,229 | 1,060,671 | 8,454,047 | 1.62% | +7,393,376 |
| DEFINIUM THERAPEUTICS INC(DFTX) | 0 | 325,483 | +325,483 | 0 | 6,151,629 | 1.18% | +6,151,629 |
| BIOAGE LABS INC | 0 | 338,654 | +338,654 | 0 | 5,923,058 | 1.14% | +5,923,058 |
| ACADIA PHARMACEUTICALS INC | 0 | 242,566 | +242,566 | 0 | 5,399,519 | 1.04% | +5,399,519 |
| ALUMIS INC | 0 | 229,566 | +229,566 | 0 | 5,057,339 | 0.97% | +5,057,339 |
| NURIX THERAPEUTICS INC(NRIX) | 0 | 315,226 | +315,226 | 0 | 4,886,003 | 0.94% | +4,886,003 |
| ZURA BIO LTD | 0 | 753,520 | +753,520 | 0 | 4,483,444 | 0.86% | +4,483,444 |
| TANGO THERAPEUTICS INC(TNGX) | 0 | 200,919 | +200,919 | 0 | 4,203,225 | 0.81% | +4,203,225 |
| SENSEI BIOTHERAPEUTICS INC | 0 | 132,873 | +132,873 | 0 | 4,188,157 | 0.81% | +4,188,157 |
| RELMADA THERAPEUTICS INC | 0 | 597,409 | +597,409 | 0 | 4,157,967 | 0.80% | +4,157,967 |
| EYEPOINT INC(EYPT) | 353,849 | 810,764 | +456,915 | 6,464,821 | 10,450,748 | 2.01% | +3,985,927 |
| MINERALYS THERAPEUTICS INC(MLYS) | 290,049 | 533,378 | +243,329 | 10,525,878 | 14,449,210 | 2.78% | +3,923,332 |
| DIANTHUS THERAPEUTICS INC(DNTH) | 79,284 | 85,502 | +6,218 | 3,267,294 | 7,175,328 | 1.38% | +3,908,034 |
| ERASCA INC(ERAS) | 0 | 239,861 | +239,861 | 0 | 3,880,951 | 0.75% | +3,880,951 |
| VAXCYTE INC(PCVX) | 0 | 59,061 | +59,061 | 0 | 3,432,035 | 0.66% | +3,432,035 |
| ARCUTIS BIOTHERAPEUTICS INC(ARQT) | 224,740 | 413,792 | +189,052 | 6,526,450 | 9,748,940 | 1.87% | +3,222,490 |
| NEWAMSTERDAM PHARMA COMPANY | 73,106 | 180,658 | +107,552 | 2,564,558 | 5,782,863 | 1.11% | +3,218,305 |
| EVOMMUNE INC | 68,196 | 193,777 | +125,581 | 1,167,516 | 4,385,357 | 0.84% | +3,217,841 |
| HELIX ACQUISITION CORP III | 0 | 305,028 | +305,028 | 0 | 3,099,084 | 0.60% | +3,099,084 |
| TENAX THERAPEUTICS INC | 0 | 188,700 | +188,700 | 0 | 3,017,313 | 0.58% | +3,017,313 |
| ALKERMES PLC(ALKS) | 0 | 80,492 | +80,492 | 0 | 2,846,197 | 0.55% | +2,846,197 |
| AMYLYX PHARMACEUTICALS INC(AMLX) | 565,140 | 669,685 | +104,545 | 6,826,891 | 9,308,622 | 1.79% | +2,481,731 |
| PROTAGONIST THERAPEUTICS INC | 59,430 | 72,577 | +13,147 | 5,190,616 | 7,649,616 | 1.47% | +2,459,000 |
| JADE BIOSCIENCES INC | 0 | 154,034 | +154,034 | 0 | 2,164,178 | 0.42% | +2,164,178 |
| IMMUNOVANT INC(IMVT) | 644,959 | 746,494 | +101,535 | 16,394,858 | 18,542,911 | 3.56% | +2,148,053 |
| IONIS PHARMACEUTICALS INC(IONS) | 0 | 26,385 | +26,385 | 0 | 1,981,250 | 0.38% | +1,981,250 |
| IMMUNOCORE HLDGS PLC(IMCR) | 0 | 63,543 | +63,543 | 0 | 1,915,821 | 0.37% | +1,915,821 |
| FORTE BIOSCIENCES INC | 0 | 58,020 | +58,020 | 0 | 1,502,718 | 0.29% | +1,502,718 |
| SIONNA THERAPEUTICS INC(SION) | 0 | 36,540 | +36,540 | 0 | 1,464,889 | 0.28% | +1,464,889 |
| SOLID BIOSCIENCES INC | 0 | 195,403 | +195,403 | 0 | 1,406,902 | 0.27% | +1,406,902 |
| LIPOCINE INC NEW | 0 | 160,420 | +160,420 | 0 | 1,281,756 | 0.25% | +1,281,756 |
| DENALI THERAPEUTICS INC(DNLI) | 419,058 | 426,561 | +7,503 | 6,918,648 | 8,189,971 | 1.57% | +1,271,323 |
| LB PHARMACEUTICALS INC | 0 | 50,000 | +50,000 | 0 | 1,233,000 | 0.24% | +1,233,000 |
| C4 THERAPEUTICS INC | 0 | 453,236 | +453,236 | 0 | 1,192,011 | 0.23% | +1,192,011 |
| EDWARDS LIFESCIENCES CORP | 0 | 14,588 | +14,588 | 0 | 1,168,207 | 0.22% | +1,168,207 |
| BIODESIX INC | 0 | 70,004 | +70,004 | 0 | 1,015,058 | 0.20% | +1,015,058 |
| SAB BIOTHERAPEUTICS INC | 146,558 | 375,000 | +228,442 | 548,127 | 1,436,250 | 0.28% | +888,123 |
| PHARVARIS N V | 58,389 | 86,637 | +28,248 | 1,620,295 | 2,447,495 | 0.47% | +827,200 |
| SURROZEN INC | 619,766 | 525,639 | -94,127 | 12,672,108 | 13,460,995 | 2.59% | +788,887 |
| CAPRICOR THERAPEUTICS INC(CAPR) | 17,853 | 37,592 | +19,739 | 515,238 | 1,142,797 | 0.22% | +627,559 |
| SUTRO BIOPHARMA INC | 0 | 23,295 | +23,295 | 0 | 580,278 | 0.11% | +580,278 |
| REVOLUTION MEDICINES INC(RVMD)(Put) | 0 | 100,000 | +100,000 | 0 | 525,000 | — | +525,000 |
| SPRUCE BIOSCIENCES INC | 0 | 6,360 | +6,360 | 0 | 415,626 | 0.08% | +415,626 |
| TYRA BIOSCIENCES INC(TYRA)(Call) | 0 | 100,000 | +100,000 | 0 | 290,000 | — | +290,000 |
| MAPLIGHT THERAPEUTICS INC(MPLT) | 100,000 | 100,000 | 0 | 1,756,500 | 2,033,000 | 0.39% | +276,500 |
| SYNDAX PHARMACEUTICALS INC(SNDX) | 1,339,379 | 1,215,743 | -123,636 | 28,140,353 | 28,399,756 | 5.46% | +259,403 |
| IMMUNOVANT INC(IMVT)(Call) | 0 | 100,000 | +100,000 | 0 | 255,000 | — | +255,000 |
| UNIQURE NV(QURE) | 43,485 | 78,066 | +34,581 | 1,040,596 | 1,276,379 | 0.25% | +235,783 |
| EDGEWISE THERAPEUTICS INC(EWTX) | 360,876 | 290,864 | -70,012 | 8,955,138 | 9,162,216 | 1.76% | +207,078 |
| SPDR SERIES TRUST(Call) | 0 | 150,000 | +150,000 | 0 | 164,250 | — | +164,250 |
| SCHOLAR ROCK HLDG CORP(SRRK)(Call) | 277,000 | 100,000 | -177,000 | 484,750 | 588,000 | — | +103,250 |
| SYNDAX PHARMACEUTICALS INC(SNDX)(Call) | 0 | 150,000 | +150,000 | 0 | 90,000 | — | +90,000 |
| STATE STR SPDR S&P 500 ETF T(SPY)(Call) | 0 | 50,000 | +50,000 | 0 | 85,500 | — | +85,500 |
| INVESCO QQQ TR(Call) | 0 | 40,000 | +40,000 | 0 | 74,200 | — | +74,200 |
| BOSTON SCIENTIFIC CORP(BSX)(Call) | 0 | 250,000 | +250,000 | 0 | 12,500 | — | +12,500 |
| TERNS PHARMACEUTICALS INC(Call) | 0 | 100,000 | +100,000 | 0 | 7,500 | — | +7,500 |
| OLEMA PHARMACEUTICALS INC(OLMA)(Call) | 0 | 25,000 | +25,000 | 0 | 3,750 | — | +3,750 |
| EDWARDS LIFESCIENCES CORP(Call) | 0 | 10,000 | +10,000 | 0 | 1,000 | — | +1,000 |
| INVIVYD INC | 989,822 | 1,874,546 | +884,724 | 2,444,860 | 2,436,910 | 0.47% | -7,950 |
| CENTESSA PHARMACEUTICALS PLC(CNTA)(Call) | 75,000 | 0 | -75,000 | 26,250 | 0 | — | -26,250 |
| X4 PHARMACEUTICALS INC | 898,465 | 850,742 | -47,723 | 3,593,860 | 3,513,564 | 0.68% | -80,296 |
| VISTAGEN THERAPEUTICS INC | 616,749 | 616,749 | 0 | 142,086 | 58,187 | 0.01% | -83,899 |
| ASSEMBLY BIOSCIENCES INC | 156,728 | 185,435 | +28,707 | 5,330,319 | 5,145,821 | 0.99% | -184,498 |
| WHITEHAWK THERAPEUTICS INC | 1,458,807 | 939,369 | -519,438 | 3,530,313 | 3,240,823 | 0.62% | -289,490 |
| AVALO THERAPEUTICS INC | 135,552 | 134,742 | -810 | 2,461,624 | 2,011,698 | 0.39% | -449,926 |
| PASITHEA THERAPEUTICS CORP | 355,082 | 0 | -355,082 | 458,056 | 0 | — | -458,056 |
| VANDA PHARMACEUTICALS INC | 58,989 | 0 | -58,989 | 520,283 | 0 | — | -520,283 |
| CYTOKINETICS INC(CYTK) | 146,978 | 129,577 | -17,401 | 9,338,982 | 8,540,420 | 1.64% | -798,562 |
| MONTE ROSA THERAPEUTICS INC(GLUE) | 61,577 | 0 | -61,577 | 965,527 | 0 | — | -965,527 |
| TAYSHA GENE THERAPIES INC(TSHA) | 182,130 | 0 | -182,130 | 1,001,715 | 0 | — | -1,001,715 |
| BRIDGEBIO ONCOLOGY THERAPEUT | 86,517 | 0 | -86,517 | 1,083,193 | 0 | — | -1,083,193 |
| XILIO THERAPEUTICS INC | 2,030,028 | 0 | -2,030,028 | 1,299,624 | 0 | — | -1,299,624 |
| BELITE BIO INC(BLTE) | 9,163 | 0 | -9,163 | 1,465,713 | 0 | — | -1,465,713 |
| LEGEND BIOTECH CORP(LEGN) | 73,328 | 0 | -73,328 | 1,594,151 | 0 | — | -1,594,151 |
| ADC THERAPEUTICS SA | 502,570 | 0 | -502,570 | 1,774,072 | 0 | — | -1,774,072 |
| ABBVIE INC(ABBV) | 9,325 | 0 | -9,325 | 2,130,669 | 0 | — | -2,130,669 |
| INVENTIVA SA | 467,242 | 0 | -467,242 | 2,172,675 | 0 | — | -2,172,675 |
| MEIRAGTX HLDGS PLC(MGTX) | 287,689 | 0 | -287,689 | 2,287,128 | 0 | — | -2,287,128 |
| QUINCE THERAPEUTICS INC | 739,264 | 0 | -739,264 | 2,476,534 | 0 | — | -2,476,534 |
| REPLIGEN CORP(RGEN) | 15,707 | 0 | -15,707 | 2,573,749 | 0 | — | -2,573,749 |
| ASCENDIS PHARMA A/S(ASND) | 14,842 | 0 | -14,842 | 3,164,908 | 0 | — | -3,164,908 |
| JOHNSON & JOHNSON(JNJ) | 35,000 | 15,415 | -19,585 | 7,243,250 | 3,768,043 | 0.72% | -3,475,207 |
| CYTOMX THERAPEUTICS INC | 1,036,311 | 0 | -1,036,311 | 4,414,685 | 0 | — | -4,414,685 |
| MOONLAKE IMMUNOTHERAPEUTICS(MLTX) | 348,401 | 0 | -348,401 | 4,591,925 | 0 | — | -4,591,925 |
| ARBUTUS BIOPHARMA CORP(ABUS) | 986,751 | 0 | -986,751 | 4,746,272 | 0 | — | -4,746,272 |
| VIRIDIAN THERAPEUTICS INC(VRDN) | 154,320 | 0 | -154,320 | 4,802,438 | 0 | — | -4,802,438 |
| CELCUITY INC(CELC) | 118,333 | 60,062 | -58,271 | 11,802,533 | 6,855,477 | 1.32% | -4,947,056 |
| TREVI THERAPEUTICS INC(TRVI) | 399,557 | 0 | -399,557 | 5,002,454 | 0 | — | -5,002,454 |
| ELI LILLY & CO(LLY) | 4,759 | 0 | -4,759 | 5,114,402 | 0 | — | -5,114,402 |
| MAZE THERAPEUTICS INC(MAZE) | 125,877 | 0 | -125,877 | 5,215,084 | 0 | — | -5,215,084 |
| IDEAYA BIOSCIENCES INC(IDYA) | 161,659 | 0 | -161,659 | 5,588,552 | 0 | — | -5,588,552 |