Stempoint Capital LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Stempoint Capital LP disclosed 52 US equity positions worth $313.1m in its Q1 2025 13F filing. The largest position was ROIV at 8.3% of the reported book, followed by SNDX and SRRK. Against the Q4 2024 filing, it opened 22 new positions, added to 12 and reduced 14 among the top 50 holdings.
What did Stempoint Capital LP own in Q1 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ROIV ROIVANT SCIENCES LTD | Healthcare | 8.3% | $26.0m | 2,578,860 | -5% | reduced |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 6.3% | $19.6m | 1,598,594 | -44% | reduced |
| 3 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 5.8% | $18.2m | 566,212 | 240% | added |
| 4 | ACLXGBX ARCELLX INC | 5.7% | $18.0m | 273,774 | – | new | |
| 5 | MERUS N V | 4.7% | $14.6m | 346,756 | -44% | reduced | |
| 6 | IMVT IMMUNOVANT INC | Healthcare | 4.7% | $14.6m | 853,472 | -24% | reduced |
| 7 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 4.3% | $13.6m | 40,936 | – | new |
| 8 | NUVALENT INC | 4.3% | $13.5m | 190,401 | 31% | added | |
| 9 | RVMD REVOLUTION MEDICINES INC | Healthcare | 3.6% | $11.3m | 318,782 | 65% | added |
| 10 | JANX JANUX THERAPEUTICS INC | Healthcare | 2.9% | $9.2m | 342,062 | 134% | added |
| 11 | XENE XENON PHARMACEUTICALS INC | Healthcare | 2.9% | $9.2m | 274,633 | -27% | reduced |
| 12 | DNLI DENALI THERAPEUTICS INC | Healthcare | 2.9% | $9.1m | 667,078 | 14% | added |
| 13 | CNTA CENTESSA PHARMACEUTICALS PLC | 2.7% | $8.5m | 593,335 | -8% | reduced | |
| 14 | QURE UNIQURE NV | 2.5% | $7.7m | 731,039 | 712% | added | |
| 15 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 2.3% | $7.2m | 208,437 | – | new |
| 16 | CGON CG ONCOLOGY INC | Healthcare | 2.3% | $7.1m | 289,823 | – | new |
| 17 | SWTXUSD SPRINGWORKS THERAPEUTICS INC | 2.2% | $7.0m | 159,305 | – | new | |
| 18 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 2.2% | $6.9m | 440,073 | -12% | reduced |
| 19 | INSM INSMED INC | Healthcare | 2.1% | $6.6m | 87,059 | -18% | reduced |
| 20 | ALKS ALKERMES PLC | Healthcare | 2.0% | $6.4m | 192,352 | -54% | reduced |
| 21 | AKERO THERAPEUTICS INC | 2.0% | $6.3m | 156,185 | – | new | |
| 22 | BHVN BIOHAVEN LTD | Healthcare | 1.9% | $6.0m | 250,564 | 34% | added |
| 23 | CYTK CYTOKINETICS INC | Healthcare | 1.9% | $6.0m | 149,648 | 79% | added |
| 24 | 2655787D BLUEPRINT MEDICINES CORP | 1.8% | $5.5m | 61,927 | – | new | |
| 25 | VTGN VISTAGEN THERAPEUTICS INC | 1.6% | $5.1m | 2,366,554 | 2% | added | |
| 26 | TARA PROTARA THERAPEUTICS INC | 1.6% | $5.1m | 1,190,579 | 258% | added | |
| 27 | 4XC1 KALVISTA PHARMACEUTICALS INC | 1.4% | $4.5m | 386,837 | -61% | reduced | |
| 28 | EWTX EDGEWISE THERAPEUTICS INC | 1.3% | $4.0m | 180,255 | 36% | added | |
| 29 | SRZN SURROZEN INC | 0.9% | $2.8m | 240,826 | -31% | reduced | |
| 30 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 0.8% | $2.4m | 49,241 | -65% | reduced |
| 31 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 0.8% | $2.4m | 120,430 | 25% | added |
| 32 | NBIX NEUROCRINE BIOSCIENCES INC | Healthcare | 0.7% | $2.3m | 21,052 | – | new |
| 33 | ASND ASCENDIS PHARMA A/S | Healthcare | 0.7% | $2.3m | 14,732 | – | new |
| 34 | HELIX ACQUISITION CORP II | 0.7% | $2.3m | 200,900 | 0% | held | |
| 35 | SYRE SPYRE THERAPEUTICS INC | 0.7% | $2.2m | 136,139 | – | new | |
| 36 | AM6 AMICUS THERAPEUTICS INC | 0.7% | $2.2m | 268,919 | – | new | |
| 37 | NEWAMSTERDAM PHARMA COMPANY | 0.7% | $2.1m | 104,585 | – | new | |
| 38 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 0.6% | $1.8m | 33,816 | -84% | reduced |
| 39 | ABUS ARBUTUS BIOPHARMA CORP | Healthcare | 0.5% | $1.6m | 467,882 | – | new |
| 40 | PERCEPTIVE CAP SOLUTIONS COR | 0.5% | $1.5m | 150,000 | 0% | held | |
| 41 | GERN GERON CORP | Healthcare | 0.5% | $1.5m | 960,307 | – | new |
| 42 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 0.4% | $1.1m | 66,999 | – | new |
| 43 | ZLAB ZAI LAB LTD | Healthcare | 0.3% | $954.9k | 26,421 | – | new |
| 44 | OCUL OCULAR THERAPEUTIX INC | Healthcare | 0.3% | $912.8k | 124,523 | – | new |
| 45 | DYN DYNE THERAPEUTICS INC | Healthcare | 0.3% | $883.1k | 84,430 | – | new |
| 46 | SLNOEUR SOLENO THERAPEUTICS INC | 0.3% | $797.0k | 11,155 | – | new | |
| 47 | INFLARX NV | 0.2% | $739.5k | 725,019 | – | new | |
| 48 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.2% | $733.2k | 198,150 | – | new |
| 49 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 0.2% | $725.9k | 89,833 | -88% | reduced |
| 50 | MBX MBX BIOSCIENCES INC | Healthcare | 0.2% | $713.0k | 96,615 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.