Stempoint Capital Lp Portfolio Stock Holdings
Stempoint Capital Lp disclosed 70 stock positions valued at approximately $512.5 million in its latest SEC 13F filing. The largest holdings include SCHOLAR ROCK HLDG CORP, ABIVAX SA, and SYNDAX PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 70
- Portfolio Value
- $512.5M
Holdings by Sector
Stempoint Capital Lp Portfolio Holdings in Q1 2026
53 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHOLAR ROCK HLDG CORP | SRRK | Healthcare | 9.93% | 1,035,496 | +148,603 | +16.76% | $50,904,983 |
| ABIVAX SA | ABVX | Healthcare | 6.82% | 313,791 | -77,992 | -19.91% | $34,940,628 |
| SYNDAX PHARMACEUTICALS INC | SNDX | Healthcare | 5.54% | 1,215,743 | -123,636 | -9.23% | $28,399,756 |
| REVOLUTION MEDICINES INC | RVMD | Healthcare | 5.34% | 281,632 | +219,600 | +354.01% | $27,388,712 |
| IMMUNOVANT INC | IMVT | Healthcare | 3.62% | 746,494 | +101,535 | +15.74% | $18,542,911 |
| PRAXIS PRECISION MEDICINES I | PRAX | Healthcare | 3.54% | 56,267 | +35,200 | +167.09% | $18,128,665 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 2.82% | 533,378 | +243,329 | +83.89% | $14,449,210 |
| ENLIVEN THERAPEUTICS INC | ELVN | Healthcare | 2.78% | 363,438 | +363,438 | +100.00% | $14,246,770 |
| CG ONCOLOGY INC | CGON | Healthcare | 2.72% | 205,622 | +205,622 | +100.00% | $13,916,497 |
| ROIVANT SCIENCES LTD | G76279101 | Other | 2.09% | 385,800 | -580,898 | -60.09% | $10,686,660 |
| EYEPOINT INC | EYPT | Healthcare | 2.04% | 810,764 | +456,915 | +129.13% | $10,450,748 |
| ARCUTIS BIOTHERAPEUTICS INC | ARQT | Healthcare | 1.90% | 413,792 | +189,052 | +84.12% | $9,748,940 |
| STRUCTURE THERAPEUTICS INC | GPCR | Healthcare | 1.88% | 200,267 | -150,806 | -42.96% | $9,652,869 |
| AMYLYX PHARMACEUTICALS INC | AMLX | Healthcare | 1.82% | 669,685 | +104,545 | +18.50% | $9,308,622 |
| DYNE THERAPEUTICS INC | DYN | Healthcare | 1.79% | 506,075 | -329,125 | -39.41% | $9,175,140 |
| EDGEWISE THERAPEUTICS INC | EWTX | Healthcare | 1.79% | 290,864 | -70,012 | -19.40% | $9,162,216 |
| CYTOKINETICS INC | CYTK | Healthcare | 1.67% | 129,577 | -17,401 | -11.84% | $8,540,420 |
| SPYRE THERAPEUTICS INC | SYRE | Healthcare | 1.65% | 167,606 | +135,229 | +417.67% | $8,454,047 |
| DENALI THERAPEUTICS INC | DNLI | Healthcare | 1.60% | 426,561 | +7,503 | +1.79% | $8,189,971 |
| XENON PHARMACEUTICALS INC | XENE | Healthcare | 1.60% | 140,755 | -207,850 | -59.62% | $8,184,903 |
| CELLDEX THERAPEUTICS INC NEW | CLDX | Healthcare | 1.57% | 254,267 | +254,267 | +100.00% | $8,065,349 |
| PROTAGONIST THERAPEUTICS INC | PTGX | Healthcare | 1.49% | 72,577 | +13,147 | +22.12% | $7,649,616 |
| TYRA BIOSCIENCES INC | TYRA | Healthcare | 1.44% | 193,177 | +193,177 | +100.00% | $7,398,679 |
| DIANTHUS THERAPEUTICS INC | DNTH | Healthcare | 1.40% | 85,502 | +6,218 | +7.84% | $7,175,328 |
| CELCUITY INC | CELC | Healthcare | 1.34% | 60,062 | -58,271 | -49.24% | $6,855,477 |
| NEWAMSTERDAM PHARMA COMPANY | NAMSW | Other | 1.13% | 180,658 | +107,552 | +147.12% | $5,782,863 |
| SURROZEN INC | SRZN | Healthcare | 1.11% | 195,981 | -423,785 | -68.38% | $5,708,927 |
| ACADIA PHARMACEUTICALS INC | ACAD | Healthcare | 1.05% | 242,566 | +242,566 | +100.00% | $5,399,519 |
| ASSEMBLY BIOSCIENCES INC | ASMB | Healthcare | 1.00% | 185,435 | +28,707 | +18.32% | $5,145,821 |
| ALUMIS INC | ALMS | Healthcare | 0.99% | 229,566 | +229,566 | +100.00% | $5,057,339 |
| NURIX THERAPEUTICS INC | NRIX | Healthcare | 0.95% | 315,226 | +315,226 | +100.00% | $4,886,003 |
| TANGO THERAPEUTICS INC | TNGX | Healthcare | 0.82% | 200,919 | +200,919 | +100.00% | $4,203,225 |
| RELMADA THERAPEUTICS INC | RLMD | Healthcare | 0.81% | 597,409 | +597,409 | +100.00% | $4,157,967 |
| ERASCA INC | ERAS | Healthcare | 0.76% | 239,861 | +239,861 | +100.00% | $3,880,951 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.74% | 15,415 | -19,585 | -55.96% | $3,768,043 |
| VAXCYTE INC | PCVX | Healthcare | 0.67% | 59,061 | +59,061 | +100.00% | $3,432,035 |
| WHITEHAWK THERAPEUTICS INC | AADI | Healthcare | 0.63% | 939,369 | -519,438 | -35.61% | $3,240,823 |
| TENAX THERAPEUTICS INC | TENX | Healthcare | 0.59% | 188,700 | +188,700 | +100.00% | $3,017,313 |
| ALKERMES PLC | G01767105 | Other | 0.56% | 80,492 | +80,492 | +100.00% | $2,846,197 |
| PHARVARIS N V | PHVS | Other | 0.48% | 86,637 | +28,248 | +48.38% | $2,447,495 |
| INVIVYD INC | IVVD | Healthcare | 0.48% | 1,874,546 | +884,724 | +89.38% | $2,436,910 |
| TWIST BIOSCIENCE CORP | TWST | Healthcare | 0.40% | 43,110 | -475,245 | -91.68% | $2,048,587 |
| AVALO THERAPEUTICS INC | AVTX | Healthcare | 0.39% | 134,742 | -810 | -0.60% | $2,011,698 |
| IONIS PHARMACEUTICALS INC | IONS | Healthcare | 0.39% | 26,385 | +26,385 | +100.00% | $1,981,250 |
| IMMUNOCORE HLDGS PLC | IMCR | Healthcare | 0.37% | 63,543 | +63,543 | +100.00% | $1,915,821 |
| SIONNA THERAPEUTICS INC | SION | Other | 0.29% | 36,540 | +36,540 | +100.00% | $1,464,889 |
| SAB BIOTHERAPEUTICS INC | SABS | Healthcare | 0.28% | 375,000 | +228,442 | +155.87% | $1,436,250 |
| SOLID BIOSCIENCES INC | SLDB | Healthcare | 0.27% | 195,403 | +195,403 | +100.00% | $1,406,902 |
| LIPOCINE INC NEW | LPCN | Healthcare | 0.25% | 160,420 | +160,420 | +100.00% | $1,281,756 |
| C4 THERAPEUTICS INC | CCCC | Healthcare | 0.23% | 453,236 | +453,236 | +100.00% | $1,192,011 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 0.23% | 14,588 | +14,588 | +100.00% | $1,168,207 |
| CAPRICOR THERAPEUTICS INC | CAPR | Healthcare | 0.22% | 37,592 | +19,739 | +110.56% | $1,142,797 |
| VISTAGEN THERAPEUTICS INC | VTGN | Healthcare | 0.01% | 616,749 | - | - | $58,187 |
Stempoint Capital Lp Options Holdings in Q1 2026
12 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | SRRK | Scholar Rock Holding Corporatio | CALL | 100,000 | $588,000 |
| Q1 2026 | RVMD | Revolution Medicines, Inc. | PUT | 100,000 | $525,000 |
| Q1 2026 | TYRA | Tyra Biosciences, Inc. | CALL | 100,000 | $290,000 |
| Q1 2026 | IMVT | Immunovant, Inc. | CALL | 100,000 | $255,000 |
| Q1 2026 | XBI | SPDR Series Trust SPDR S&P Bio | CALL | 150,000 | $164,250 |
| Q1 2026 | SNDX | Syndax Pharmaceuticals, Inc. | CALL | 150,000 | $90,000 |
| Q1 2026 | SPY | SPDR S&P 500 | CALL | 50,000 | $85,500 |
| Q1 2026 | QQQ | Invesco QQQ Trust, Series 1 | CALL | 40,000 | $74,200 |
| Q1 2026 | BSX | Boston Scientific Corporation | CALL | 250,000 | $12,500 |
| Q1 2026 | TERN | Terns Pharmaceuticals, Inc. | CALL | 100,000 | $7,500 |
| Q1 2026 | OLMA | Olema Pharmaceuticals, Inc. | CALL | 25,000 | $3,750 |
| Q1 2026 | EW | Edwards Lifesciences Corporatio | CALL | 10,000 | $1,000 |
Notional value represents the total exposure of the options position.