Stempoint Capital LP

Stempoint Capital LP reported 85 holdings worth US$581M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Stempoint Capital LP reported 85 holdings worth US$581M as of Jun 30, 2026. Largest: Tango Therapeutics, Inc., Abivax Sa and Revolution Medicines, Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
85
Value as reported
US$581M

The filing in full

CompanySharesValue as reported% of portfolio
Tango Therapeutics, Inc.1.22MUS$38.2M6.6%
Abivax Sa284KUS$37.8M6.5%
Revolution Medicines, Inc.160KUS$30M5.2%
Erasca, Inc.1.57MUS$28.7M4.9%
Tyra Biosciences, Inc.633KUS$20.2M3.5%
Dianthus Therapeutics, Inc.201KUS$19.6M3.4%
Enliven Therapeutics, Inc.347KUS$17.6M3.0%
Mineralys Therapeutics, Inc.603KUS$16.3M2.8%
Biohaven Ltd.1.06MUS$15.8M2.7%
Surrozen, Inc.603KUS$13.8M2.4%
Scholar Rock Holding Corporation239KUS$13.2M2.3%
First Tracks Biotherapeutics, Inc.623KUS$12.5M2.2%
Praxis Precision Medicines, Inc.37,243US$12.5M2.1%
Roivant Sciences Ltd.348KUS$12.3M2.1%
Bioage Labs, Inc.464KUS$11.4M2.0%
Cg Oncology, Inc.159KUS$11.3M2.0%
Oruka Therapeutics, Inc.116KUS$11.1M1.9%
Immunovant, Inc.277KUS$10.7M1.8%
Celcuity Inc.98,203US$10.3M1.8%
Relmada Therapeutics, Inc.1.46MUS$10.1M1.7%
Climb Bio, Inc.743KUS$9.69M1.7%
Spyre Therapeutics, Inc.107KUS$9.49M1.6%
Zura Bio Limited1.37MUS$8.07M1.4%
Amylyx Pharmaceuticals, Inc.384KUS$6.9M1.2%
Celldex Therapeutics, Inc.178KUS$6.64M1.1%
Ovid Therapeutics Inc.2.42MUS$6.5M1.1%
Equillium, Inc.2.02MUS$6.45M1.1%
Definium Therapeutics, Inc.137KUS$6.45M1.1%
Cytokinetics, Incorporated75,603US$6.44M1.1%
Damora Therapeutics, Inc.216KUS$5.62M0.97%
Inventiva Sa1.43MUS$5.39M0.93%
Century Therapeutics, Inc.2.15MUS$5.26M0.91%
Aura Biosciences, Inc.714KUS$5.07M0.87%
Eyepoint, Inc.338KUS$4.84M0.83%
Assembly Biosciences, Inc.170KUS$4.68M0.81%
Whitehawk Therapeutics, Inc.1.02MUS$4.68M0.81%
Xenon Pharmaceuticals Inc.76,075US$4.59M0.79%
Avalyn Pharma Inc.118KUS$3.88M0.67%
Maplight Therapeutics, Inc.107KUS$3.83M0.66%
Alumis Inc.136KUS$3.82M0.66%
Axsome Therapeutics, Inc.15,375US$3.76M0.65%
Monte Rosa Therapeutics, Inc.154KUS$3.72M0.64%
Acadia Pharmaceuticals Inc.143KUS$3.62M0.62%
Solid Biosciences Inc.359KUS$3.58M0.62%
Personalis, Inc.248KUS$3.32M0.57%
Crescent Biopharma, Inc.182KUS$3.28M0.57%
Arrowhead Pharmaceuticals, Inc.39,198US$3.2M0.55%
Kodiak Sciences Inc75,872US$2.96M0.51%
Monopar Therapeutics Inc.30,125US$2.79M0.48%
Rapport Therapeutics, Inc.66,582US$2.77M0.48%
Sionna Therapeutics, Inc.59,426US$2.61M0.45%
Arcutis Biotherapeutics, Inc.98,945US$2.59M0.45%
C4 Therapeutics, Inc.524KUS$2.45M0.42%
Spruce Biosciences, Inc.41,388US$2.23M0.38%
Cue Biopharma, Inc.66,995US$2.11M0.36%
Protagonist Therapeutics, Inc.16,303US$2M0.34%
Helix Acquisition Corp. Iii172KUS$1.83M0.31%
Biodesix, Inc.70,000US$1.58M0.27%
Tenax Therapeutics, Inc.96,273US$1.4M0.24%
Sab Biotherapeutics, Inc.343KUS$1.34M0.23%
Calcimedica, Inc.1.24MUS$1.2M0.21%
Lb Pharmaceuticals Inc31,785US$1.03M0.18%
Cellectar Biosciences, Inc.355KUS$987K0.17%
Vistagen Therapeutics, Inc.617KUS$17,276<0.01%

Source

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