Stempoint Capital LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Stempoint Capital LP disclosed 50 US equity positions worth $310.6m in its Q2 2025 13F filing. The largest position was SNDX at 7.2% of the reported book, followed by IMVT and SRRK. Against the Q1 2025 filing, it opened 18 new positions, added to 16 and reduced 14 among the top 50 holdings.
What did Stempoint Capital LP own in Q2 2025? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 7.2% | $22.2m | 2,372,634 | 48% | added |
| 2 | IMVT IMMUNOVANT INC | Healthcare | 6.7% | $20.8m | 1,300,860 | 52% | added |
| 3 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 6.0% | $18.7m | 528,115 | -7% | reduced |
| 4 | CNTA CENTESSA PHARMACEUTICALS PLC | 5.4% | $16.6m | 1,265,672 | 113% | added | |
| 5 | MDGL MADRIGAL PHARMACEUTICALS INC | Healthcare | 5.1% | $15.9m | 52,694 | 29% | added |
| 6 | MERUS N V | 4.5% | $14.0m | 266,094 | -23% | reduced | |
| 7 | ACLXGBX ARCELLX INC | 4.3% | $13.3m | 201,452 | -26% | reduced | |
| 8 | CDTX CIDARA THERAPEUTICS INC | 4.2% | $13.0m | 266,774 | – | new | |
| 9 | RYTM RHYTHM PHARMACEUTICALS INC | Healthcare | 3.6% | $11.2m | 176,752 | 423% | added |
| 10 | ALKS ALKERMES PLC | Healthcare | 3.2% | $10.0m | 351,124 | 83% | added |
| 11 | DNLI DENALI THERAPEUTICS INC | Healthcare | 3.2% | $9.9m | 707,915 | 6% | added |
| 12 | LEGN LEGEND BIOTECH CORP | Healthcare | 3.1% | $9.6m | 270,144 | – | new |
| 13 | GERN GERON CORP | Healthcare | 3.0% | $9.4m | 6,649,244 | 592% | added |
| 14 | ZLAB ZAI LAB LTD | Healthcare | 2.8% | $8.8m | 250,438 | 848% | added |
| 15 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.8% | $8.6m | 631,586 | – | new |
| 16 | QURE UNIQURE NV | 2.6% | $8.0m | 572,615 | -22% | reduced | |
| 17 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.2% | $6.8m | 601,781 | -77% | reduced |
| 18 | AKERO THERAPEUTICS INC | 2.0% | $6.2m | 116,779 | -25% | reduced | |
| 19 | INSM INSMED INC | Healthcare | 2.0% | $6.2m | 61,578 | -29% | reduced |
| 20 | SRZN SURROZEN INC | 2.0% | $6.1m | 686,539 | 185% | added | |
| 21 | WVE WAVE LIFE SCIENCES LTD | Healthcare | 1.9% | $5.9m | 900,338 | 902% | added |
| 22 | LENZ LENZ THERAPEUTICS INC | Healthcare | 1.7% | $5.4m | 183,912 | – | new |
| 23 | NUVALENT INC | 1.5% | $4.6m | 59,828 | -69% | reduced | |
| 24 | 4XC1 KALVISTA PHARMACEUTICALS INC | 1.4% | $4.4m | 386,790 | -0% | held | |
| 25 | VTGN VISTAGEN THERAPEUTICS INC | 1.3% | $4.1m | 2,413,254 | 2% | added | |
| 26 | APGE APOGEE THERAPEUTICS INC | Healthcare | 1.2% | $3.7m | 84,466 | – | new |
| 27 | IDYA IDEAYA BIOSCIENCES INC | Healthcare | 1.1% | $3.5m | 165,885 | 148% | added |
| 28 | TARA PROTARA THERAPEUTICS INC | 1.1% | $3.5m | 1,143,677 | -4% | reduced | |
| 29 | HELIX ACQUISITION CORP II | 1.1% | $3.3m | 315,812 | 57% | added | |
| 30 | EYPT EYEPOINT PHARMACEUTICALS INC | Healthcare | 1.0% | $3.1m | 329,254 | – | new |
| 31 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 0.9% | $2.9m | 205,672 | -53% | reduced |
| 32 | RZLT REZOLUTE INC | 0.9% | $2.9m | 644,654 | – | new | |
| 33 | TSHA TAYSHA GENE THERAPIES INC | Healthcare | 0.9% | $2.8m | 1,203,941 | – | new |
| 34 | NEWAMSTERDAM PHARMA COMPANY | 0.9% | $2.8m | 152,652 | 46% | added | |
| 35 | BHVN BIOHAVEN LTD | Healthcare | 0.8% | $2.5m | 174,754 | -30% | reduced |
| 36 | REGN REGENERON PHARMACEUTICALS | Healthcare | 0.8% | $2.5m | 4,672 | – | new |
| 37 | BBIO BRIDGEBIO PHARMA INC | Healthcare | 0.8% | $2.4m | 54,630 | -74% | reduced |
| 38 | JANX JANUX THERAPEUTICS INC | Healthcare | 0.7% | $2.1m | 89,933 | -74% | reduced |
| 39 | ORIC ORIC PHARMACEUTICALS INC | Healthcare | 0.7% | $2.0m | 200,785 | – | new |
| 40 | MBX MBX BIOSCIENCES INC | Healthcare | 0.5% | $1.6m | 141,021 | 46% | added |
| 41 | PERCEPTIVE CAP SOLUTIONS COR | 0.5% | $1.6m | 150,000 | 0% | held | |
| 42 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 0.4% | $1.4m | 32,255 | – | new |
| 43 | GHRS GH RESEARCH PLC | 0.4% | $1.2m | 100,826 | – | new | |
| 44 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.3% | $1.1m | 208,800 | – | new |
| 45 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 0.3% | $926.8k | 16,770 | -66% | reduced |
| 46 | TECX TECTONIC THERAPEUTIC INC | Healthcare | 0.3% | $794.8k | 40,000 | – | new |
| 47 | ADCT ADC THERAPEUTICS SA | Healthcare | 0.2% | $759.2k | 283,286 | – | new |
| 48 | VRNA VERONA PHARMA PLC | 0.2% | $700.6k | 7,407 | – | new | |
| 49 | ABVX ABIVAX SA | 0.2% | $671.3k | 87,748 | – | new | |
| 50 | BRD1EUR MIND MEDICINE MINDMED INC | 0.2% | $589.6k | 90,852 | – | 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.