StemPoint Capital LP 13F Holdings

CIK 0001952142 · NEW YORK, NY

As of Sep 30, 2025, StemPoint Capital LP reported 80 positions worth $499.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ROIVANT SCIENCES LTDROIVHealthcare4,197,187$63.5M12.72%
UNIQURE NVQUREHealthcare522,155$30.5M6.11%
SCHOLAR ROCK HOLDING CORPSRRKHealthcare744,604$27.1M5.42%
IMMUNOVANT INCIMVTHealthcare1,839,580$25.7M5.14%
DENALI THERAPEUTICS INCDNLIHealthcare1,734,659$25.2M5.05%
SYNDAX PHARMACEUTICALS INCSNDXHealthcare1,466,205$21.1M4.22%
CENTESSA PHARMACEUTICALS PLCCNTAHealthcare827,885 6.8M3.37%
BIOHAVEN LTDBHVNHealthcare1,497,311 6.5M3.30%
WAVE LIFE SCIENCES LTDWVEHealthcare2,110,152 5.4M3.09%
CIDARA THERAPEUTICS INCCDTXHealthcare152,325 4.6M2.92%
ABIVAX SAABVXHealthcare166,273 4.1M2.83%
IDEAYA BIOSCIENCES INCIDYAHealthcare371,825 0.1M2.03%
RHYTHM PHARMACEUTICALS INCRYTMHealthcare91,444$9.2M1.85%
ARGENX SEARGXHealthcare12,465$9.2M1.84%
SURROZEN INCSRZNHealthcare713,463$9.2M1.84%
REVOLUTION MEDICINES INCRVMDHealthcare185,380$8.7M1.73%
REZOLUTE INCRZLTHealthcare917,630$8.6M1.73%
GH RESEARCH PLCGHRSHealthcare545,275$7.8M1.56%
ARCUTIS BIOTHERAPEUTICS INCARQTHealthcare411,893$7.8M1.56%
VISTAGEN THERAPEUTICS INCVTGNHealthcare2,488,685$7.7M1.55%
XENON PHARMACEUTICALS INCXENEHealthcare192,295$7.7M1.55%
ALKERMES PLCALKSHealthcare241,637$7.2M1.45%
CELCUITY INCCELC—136,710$6.8M1.35%
BRIDGEBIO PHARMA INCBBIOHealthcare127,435$6.6M1.33%
INSMED INCINSMHealthcare43,419$6.3M1.25%