Stempoint Capital LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Stempoint Capital LP disclosed 73 US equity positions worth $577.9m in its Q2 2026 13F filing. The largest position was TNGX at 6.6% of the reported book, followed by ABVX and RVMD. Against the Q1 2026 filing, it opened 16 new positions, added to 15 and reduced 19 among the top 50 holdings.
What did Stempoint Capital LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | Healthcare | 6.6% | $38.2m | 1,223,019 | 509% | added |
| 2 | ABVX ABIVAX SA | Healthcare | 6.5% | $37.8m | 283,657 | -10% | reduced |
| 3 | RVMD REVOLUTION MEDICINES INC | Healthcare | 5.2% | $30.0m | 159,943 | -43% | reduced |
| 4 | ERAS ERASCA INC | Healthcare | 5.0% | $28.7m | 1,565,913 | 553% | added |
| 5 | TYRA TYRA BIOSCIENCES INC | Healthcare | 3.5% | $20.2m | 632,754 | 228% | added |
| 6 | DNTH DIANTHUS THERAPEUTICS INC | Healthcare | 3.4% | $19.6m | 200,851 | 135% | added |
| 7 | ELVN ENLIVEN THERAPEUTICS INC | Healthcare | 3.0% | $17.6m | 346,914 | -5% | reduced |
| 8 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.8% | $16.3m | 602,686 | 13% | added |
| 9 | BHVN BIOHAVEN LTD | Healthcare | 2.7% | $15.8m | 1,064,200 | -33% | reduced |
| 10 | SRZN SURROZEN INC | 2.4% | $13.8m | 602,798 | 15% | added | |
| 11 | KINIKSA PHARMACEUTICALS INTL | 2.3% | $13.4m | 209,234 | – | new | |
| 12 | SRRK SCHOLAR ROCK HLDG CORP | Healthcare | 2.3% | $13.2m | 239,146 | -77% | reduced |
| 13 | ALKS ALKERMES PLC | Healthcare | 2.2% | $13.0m | 248,015 | 208% | added |
| 14 | TRAX FIRST TRACKS BIOTHERAPEUTICS | 2.2% | $12.5m | 622,723 | – | new | |
| 15 | PRAX PRAXIS PRECISION MEDICINES I | Healthcare | 2.2% | $12.5m | 37,243 | -34% | reduced |
| 16 | ROIV ROIVANT SCIENCES LTD | Healthcare | 2.1% | $12.3m | 348,408 | -10% | reduced |
| 17 | BIOA BIOAGE LABS INC | 2.0% | $11.4m | 464,171 | 37% | added | |
| 18 | CGON CG ONCOLOGY INC | Healthcare | 2.0% | $11.3m | 159,349 | -23% | reduced |
| 19 | ORKA ORUKA THERAPEUTICS INC | Healthcare | 1.9% | $11.1m | 116,461 | – | new |
| 20 | IMVT IMMUNOVANT INC | Healthcare | 1.8% | $10.7m | 276,527 | -63% | reduced |
| 21 | CELC CELCUITY INC | Healthcare | 1.8% | $10.3m | 98,203 | 64% | added |
| 22 | RLMD RELMADA THERAPEUTICS INC | Healthcare | 1.7% | $10.1m | 1,460,093 | 144% | added |
| 23 | CLYM CLIMB BIO INC | Healthcare | 1.7% | $9.7m | 742,745 | – | new |
| 24 | SYRE SPYRE THERAPEUTICS INC | Healthcare | 1.6% | $9.5m | 106,926 | -36% | reduced |
| 25 | ZURA ZURA BIO LTD | Healthcare | 1.4% | $8.1m | 1,368,215 | 82% | added |
| 26 | INFLARX NV | 1.3% | $7.2m | 3,228,255 | – | new | |
| 27 | AMLX AMYLYX PHARMACEUTICALS INC | Healthcare | 1.2% | $6.9m | 384,304 | -43% | reduced |
| 28 | CLDX CELLDEX THERAPEUTICS INC NEW | Healthcare | 1.1% | $6.6m | 178,412 | -30% | reduced |
| 29 | OVID OVID THERAPEUTICS INC | Healthcare | 1.1% | $6.5m | 2,417,283 | – | new |
| 30 | EQ EQUILLIUM INC | 1.1% | $6.5m | 2,016,607 | – | new | |
| 31 | DFTX DEFINIUM THERAPEUTICS INC | Healthcare | 1.1% | $6.5m | 137,124 | -58% | reduced |
| 32 | CYTK CYTOKINETICS INC | Healthcare | 1.1% | $6.4m | 75,603 | -42% | reduced |
| 33 | DMRA DAMORA THERAPEUTICS INC | Healthcare | 1.0% | $5.6m | 216,194 | – | new |
| 34 | IVA INVENTIVA SA | 0.9% | $5.4m | 1,426,320 | – | new | |
| 35 | IPSC CENTURY THERAPEUTICS INC | Healthcare | 0.9% | $5.3m | 2,146,182 | – | new |
| 36 | AURA AURA BIOSCIENCES INC | 0.9% | $5.1m | 714,280 | – | new | |
| 37 | EYPT EYEPOINT INC | Healthcare | 0.8% | $4.8m | 338,471 | -58% | reduced |
| 38 | ASMB ASSEMBLY BIOSCIENCES INC | Healthcare | 0.8% | $4.7m | 170,378 | -8% | reduced |
| 39 | WHWK WHITEHAWK THERAPEUTICS INC | Healthcare | 0.8% | $4.7m | 1,021,037 | 9% | added |
| 40 | XENE XENON PHARMACEUTICALS INC | Healthcare | 0.8% | $4.6m | 76,075 | -46% | reduced |
| 41 | UNIQURE NV | 0.7% | $4.1m | 88,115 | 13% | added | |
| 42 | CMPS COMPASS PATHWAYS PLC | Healthcare | 0.7% | $4.0m | 284,769 | – | new |
| 43 | AVALYN PHARMACEUTICALS INC | 0.7% | $3.9m | 118,000 | – | new | |
| 44 | MPLT MAPLIGHT THERAPEUTICS INC | 0.7% | $3.8m | 106,906 | 7% | added | |
| 45 | ALMS ALUMIS INC | Healthcare | 0.7% | $3.8m | 135,736 | -41% | reduced |
| 46 | AXSM AXSOME THERAPEUTICS INC. | Healthcare | 0.7% | $3.8m | 15,375 | – | new |
| 47 | GLUE MONTE ROSA THERAPEUTICS INC | Healthcare | 0.6% | $3.7m | 153,544 | – | new |
| 48 | ACAD ACADIA PHARMACEUTICALS INC | Healthcare | 0.6% | $3.6m | 143,167 | -41% | reduced |
| 49 | SLDB SOLID BIOSCIENCES INC | Healthcare | 0.6% | $3.6m | 358,780 | 84% | added |
| 50 | PSNL PERSONALIS INC | Healthcare | 0.6% | $3.3m | 247,783 | – | 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.