Stempoint Capital LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Stempoint Capital LP disclosed 70 US equity positions worth $520.3m in its Q1 2026 13F filing. The largest position was SRRK at 9.8% of the reported book, followed by ABVX and SNDX.
What did Stempoint Capital LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 9.8% | $50.9m | 1,035,496 | – | |
| 2 | ABVX ABIVAX SA | Healthcare | 6.7% | $34.9m | 313,791 | – | |
| 3 | SNDX SYNDAX PHARMACEUTICALS INC | Healthcare | 5.5% | $28.4m | 1,215,743 | – | |
| 4 | RVMD REVOLUTION MEDICINES INC | Healthcare | 5.3% | $27.4m | 281,632 | – | |
| 5 | IMVT IMMUNOVANT INC | Healthcare | 3.6% | $18.5m | 746,494 | – | |
| 6 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 3.5% | $18.1m | 56,267 | – | |
| 7 | MBX MBX BIOSCIENCES INC | Healthcare | 2.9% | $14.9m | 499,469 | – | |
| 8 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.8% | $14.4m | 533,378 | – | |
| 9 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 2.7% | $14.2m | 363,438 | – | |
| 10 | CGON CG ONCOLOGY INC | Healthcare | 2.7% | $13.9m | 205,622 | – | |
| 11 | BHVN BIOHAVEN LTD | Healthcare | 2.6% | $13.5m | 1,594,491 | – | |
| 12 | SRZN SURROZEN INC | 2.6% | $13.5m | 525,639 | – | ||
| 13 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.1% | $10.7m | 385,800 | – | |
| 14 | EYPT EYEPOINT INC | Healthcare | 2.0% | $10.5m | 810,764 | – | |
| 15 | ARQT ARCUTIS BIOTHERAPEUTICS INC | Healthcare | 1.9% | $9.7m | 413,792 | – | |
| 16 | GPCR STRUCTURE THERAPEUTICS INC | Healthcare | 1.9% | $9.7m | 200,267 | – | |
| 17 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.8% | $9.3m | 669,685 | – | |
| 18 | DYN DYNE THERAPEUTICS INC | Healthcare | 1.8% | $9.2m | 506,075 | – | |
| 19 | EWTX EDGEWISE THERAPEUTICS INC | Healthcare | 1.8% | $9.2m | 290,864 | – | |
| 20 | CYTK CYTOKINETICS INC | Healthcare | 1.6% | $8.5m | 129,577 | – | |
| 21 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.6% | $8.5m | 167,606 | – | |
| 22 | DNLI DENALI THERAPEUTICS INC | Healthcare | 1.6% | $8.2m | 426,561 | – | |
| 23 | XENE XENON PHARMACEUTICALS INC | Healthcare | 1.6% | $8.2m | 140,755 | – | |
| 24 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.6% | $8.1m | 254,267 | – | |
| 25 | PTGX PROTAGONIST THERAPEUTICS INC | Healthcare | 1.5% | $7.6m | 72,577 | – | |
| 26 | TYRA TYRA BIOSCIENCES INC | Healthcare | 1.4% | $7.4m | 193,177 | – | |
| 27 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 1.4% | $7.2m | 85,502 | – | |
| 28 | CELC CELCUITY INC | Healthcare | 1.3% | $6.9m | 60,062 | – | |
| 29 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.2% | $6.2m | 325,483 | – | |
| 30 | BIOA BIOAGE LABS INC | 1.1% | $5.9m | 338,654 | – | ||
| 31 | NEWAMSTERDAM PHARMA COMPANY | 1.1% | $5.8m | 180,658 | – | ||
| 32 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 1.0% | $5.4m | 242,566 | – | |
| 33 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 1.0% | $5.1m | 185,435 | – | |
| 34 | ALMS ALUMIS INC | Healthcare | 1.0% | $5.1m | 229,566 | – | |
| 35 | NRIX NURIX THERAPEUTICS INC | Healthcare | 0.9% | $4.9m | 315,226 | – | |
| 36 | ZURA ZURA BIO LTD | Healthcare | 0.9% | $4.5m | 753,520 | – | |
| 37 | EVMN EVOMMUNE INC | 0.8% | $4.4m | 193,777 | – | ||
| 38 | TNGX TANGO THERAPEUTICS INC | Healthcare | 0.8% | $4.2m | 200,919 | – | |
| 39 | FTH SENSEI BIOTHERAPEUTICS INC | 0.8% | $4.2m | 132,873 | – | ||
| 40 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 0.8% | $4.2m | 597,409 | – | |
| 41 | ERAS ERASCA INC | Healthcare | 0.7% | $3.9m | 239,861 | – | |
| 42 | JNJ JOHNSON & JOHNSON | Healthcare | 0.7% | $3.8m | 15,415 | – | |
| 43 | XFOR X4 PHARMACEUTICALS INC | 0.7% | $3.5m | 850,742 | – | ||
| 44 | PCVX VAXCYTE INC | Healthcare | 0.7% | $3.4m | 59,061 | – | |
| 45 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.6% | $3.2m | 939,369 | – | |
| 46 | HELIX ACQUISITION CORP III | 0.6% | $3.1m | 305,028 | – | ||
| 47 | TENX TENAX THERAPEUTICS INC | 0.6% | $3.0m | 188,700 | – | ||
| 48 | ALKS ALKERMES PLC | Healthcare | 0.5% | $2.8m | 80,492 | – | |
| 49 | PHVS PHARVARIS N V | Healthcare | 0.5% | $2.4m | 86,637 | – | |
| 50 | IVVD INVIVYD INC | Healthcare | 0.5% | $2.4m | 1,874,546 | – |
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.