Stempoint-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OCUL",
  "MRUS",
  "AKRO",
  "NUVL",
  "ASND",
  "EWTX",
  "CNTA",
  "ALKS",
  "INSM",
  "NAMS",
  "ARQT",
  "RVMD",
  "MDGL",
  "FOLD",
  "SWTX",
  "BCAX",
  "MLYS",
  "SNDX",
  "JANX",
  "GERN",
  "SRRK",
  "SYRE",
  "ABUS",
  null,
  "NBIX",
  "KALV",
  "SRZN",
  null,
  "TARA",
  "IFRX",
  "IDYA",
  "MRK",
  null,
  "PTGX",
  "MBX",
  "SLDB",
  "RYTM",
  "SLNO",
  "ACLX",
  "QURE",
  "DYN",
  null,
  "WVE",
  "ROIV",
  "ELVN",
  "NVO",
  "VTGN",
  "XENE",
  "ZLAB",
  "BHVN",
  "IMVT",
  "BPMC",
  "BBIO",
  "CGON",
  "CVS",
  "CYTK",
  "DNLI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 57
Total Value: 295860128
Accession Number: 0001420506-25-001189
Form Type: 13F-HR
CIK: stempoint-capital-lp
Manager Name: Stempoint-Capital-Lp

Data Enrichment

93% identified

53 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $295.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Biohaven Ltd.

BHVN|G1110E107

Shares:250.6K

Value:$6.0M

% of Portfolio:2.0% ($6.0M/$295.9M)

CYTOKINETICS INC

CYTK|23282W605

Shares:149.6K

Value:$6.0M

% of Portfolio:2.0% ($6.0M/$295.9M)

Blueprint Medicines Corp

BPMC|09627Y109

Shares:61.9K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$295.9M)

Protara Therapeutics, Inc.

TARA|74365U107

Shares:1.2M

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$295.9M)

Vistagen Therapeutics, Inc.

VTGN|92840H400

Shares:1.7M

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$295.9M)

Surrozen, Inc./DE

SRZN|86889P208

Shares:240.8K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$295.9M)

Protagonist Therapeutics, Inc

PTGX|74366E102

Shares:49.2K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.9M)

Enliven Therapeutics, Inc.

ELVN|29337E102

Shares:120.4K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$295.9M)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:21.1K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.9M)

Ascendis Pharma A/S

ASND|04351P101

Shares:14.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.9M)

G4444H101

Shares:200.9K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$295.9M)

Spyre Therapeutics, Inc.

SYRE|00773J202

Shares:136.1K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$295.9M)

AMICUS THERAPEUTICS, INC.

FOLD|03152W109

Shares:268.9K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$295.9M)

NewAmsterdam Pharma Co N.V.

NAMS|N62509109

Shares:104.6K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$295.9M)

Arbutus Biopharma Corp

ABUS|03879J100

Shares:467.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$295.9M)

G70077105

Shares:150.0K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.9M)

GERON CORP

GERN|374163103

Shares:960.3K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$295.9M)

IDEAYA Biosciences, Inc.

IDYA|45166A102

Shares:67.0K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$295.9M)

Zai Lab Ltd

ZLAB|98887Q104

Shares:26.4K

Value:$954.9K

% of Portfolio:0.3% ($954.9K/$295.9M)

OCULAR THERAPEUTIX, INC

OCUL|67576A100

Shares:124.5K

Value:$912.8K

% of Portfolio:0.3% ($912.8K/$295.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Biohaven Ltd.(BHVNcusipG1110E107)	250.6K	QoQ +34.41% (-64.2K) YoY +200.21% (+167.1K)	All Managers (Combined)	$6.0M	2.0% ($6.0M/$295.9M)	QoQ -13.48% (-$939.0K) YoY +31.96% (+$1.5M)
CYTOKINETICS INC(CYTKcusip23282W605)	149.6K	QoQ +79.05% (+66.1K) YoY NEW(+149.6K)	All Managers (Combined)	$6.0M	2.0% ($6.0M/$295.9M)	QoQ +52.98% (+$2.1M) YoY NEW(+$6.0M)
Blueprint Medicines Corp(BPMCcusip09627Y109)	61.9K	QoQ NEW(+61.9K) YoY NEW(+61.9K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$295.9M)	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
Protara Therapeutics, Inc.(TARAcusip74365U107)	1.2M	QoQ +258.18% (+858.2K) YoY +606.81% (+1.0M)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$295.9M)	QoQ +188.98% (+$3.3M) YoY +650.88% (+$4.4M)
Vistagen Therapeutics, Inc.(VTGNcusip92840H400)	1.7M	QoQ +2.22% (-38.1K) YoY +42.04% (-518.0K)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$295.9M)	QoQ -13.36% (-$675.1K) YoY -32.74% (-$2.1M)
Surrozen, Inc./DE(SRZNcusip86889P208)	240.8K	QoQ -31.30% (-109.7K) YoY NEW(+240.8K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$295.9M)	QoQ -44.18% (-$2.2M) YoY NEW(+$2.8M)
Protagonist Therapeutics, Inc(PTGXcusip74366E102)	49.2K	QoQ -65.25% (-92.5K) YoY NEW(+49.2K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.9M)	QoQ -56.46% (-$3.1M) YoY NEW(+$2.4M)
Enliven Therapeutics, Inc.(ELVNcusip29337E102)	120.4K	QoQ +24.51% (+23.7K) YoY NEW(+120.4K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$295.9M)	QoQ +8.91% (+$194.0K) YoY NEW(+$2.4M)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	21.1K	QoQ NEW(+21.1K) YoY NEW(+21.1K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.9M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Ascendis Pharma A/S(ASNDcusip04351P101)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.9M)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusipG4444H101)✕	200.9K	QoQ 0.00% (+0) YoY +0.45% (+900)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$295.9M)	QoQ +7.61% (+$160.7K) YoY +9.14% (+$190.2K)
Spyre Therapeutics, Inc.(SYREcusip00773J202)	136.1K	QoQ NEW(+136.1K) YoY +118.68% (-73.9K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$295.9M)	QoQ NEW(+$2.2M) YoY -6.97% (-$164.7K)
AMICUS THERAPEUTICS, INC.(FOLDcusip03152W109)	268.9K	QoQ NEW(+268.9K) YoY -32.77% (-131.1K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$295.9M)	QoQ NEW(+$2.2M) YoY +1728.64% (-$2.1M)
NewAmsterdam Pharma Co N.V.(NAMScusipN62509109)	104.6K	QoQ NEW(+104.6K) YoY +30.18% (+24.3K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$295.9M)	QoQ NEW(+$2.1M) YoY +12.68% (+$241.0K)
Arbutus Biopharma Corp(ABUScusip03879J100)	467.9K	QoQ NEW(+467.9K) YoY NEW(+467.9K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$295.9M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(cusipG70077105)✕	150.0K	QoQ 0.00% (+0) YoY NEW(+150.0K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.9M)	QoQ +1.17% (+$18.0K) YoY NEW(+$1.5M)
GERON CORP(GERNcusip374163103)	960.3K	QoQ NEW(+960.3K) YoY NEW(+960.3K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$295.9M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
IDEAYA Biosciences, Inc.(IDYAcusip45166A102)	67.0K	QoQ NEW(+67.0K) YoY -23.33% (-20.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$295.9M)	QoQ NEW(+$1.1M) YoY -71.38% (-$2.7M)
Zai Lab Ltd(ZLABcusip98887Q104)	26.4K	QoQ NEW(+26.4K) YoY NEW(+26.4K)	All Managers (Combined)	$954.9K	0.3% ($954.9K/$295.9M)	QoQ NEW(+$954.9K) YoY NEW(+$954.9K)
OCULAR THERAPEUTIX, INC(OCULcusip67576A100)	124.5K	QoQ NEW(+124.5K) YoY NEW(+124.5K)	All Managers (Combined)	$912.8K	0.3% ($912.8K/$295.9M)	QoQ NEW(+$912.8K) YoY NEW(+$912.8K)