Stempoint Capital LP

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001952142

Type: FundHoldings: 57Value: $295.9MLatest: 2025Q1

STEMPOINT CAPITAL LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 57 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Roivant Sciences Ltd.

ROIV|G76279101

Shares:2.6M

Value:$26.0M

% of Portfolio:8.8% ($26.0M/$295.9M)

Syndax Pharmaceuticals Inc

SNDX|87164F105

Shares:1.6M

Value:$19.6M

% of Portfolio:6.6% ($19.6M/$295.9M)

Scholar Rock Holding Corp

SRRK|80706P103

Shares:566.2K

Value:$18.2M

% of Portfolio:6.2% ($18.2M/$295.9M)

Arcellx, Inc.

ACLX|03940C100

Shares:273.8K

Value:$18.0M

% of Portfolio:6.1% ($18.0M/$295.9M)

Merus N.V.

MRUS|N5749R100

Shares:346.8K

Value:$14.6M

% of Portfolio:4.9% ($14.6M/$295.9M)

Immunovant, Inc.

IMVT|45258J102

Shares:853.5K

Value:$14.6M

% of Portfolio:4.9% ($14.6M/$295.9M)

MADRIGAL PHARMACEUTICALS, INC.

MDGL|558868105

Shares:40.9K

Value:$13.6M

% of Portfolio:4.6% ($13.6M/$295.9M)

Nuvalent, Inc.

NUVL|670703107

Shares:190.4K

Value:$13.5M

% of Portfolio:4.6% ($13.5M/$295.9M)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:318.8K

Value:$11.3M

% of Portfolio:3.8% ($11.3M/$295.9M)

Janux Therapeutics, Inc.

JANX|47103J105

Shares:342.1K

Value:$9.2M

% of Portfolio:3.1% ($9.2M/$295.9M)

Xenon Pharmaceuticals Inc.

XENE|98420N105

Shares:274.6K

Value:$9.2M

% of Portfolio:3.1% ($9.2M/$295.9M)

Denali Therapeutics Inc.

DNLI|24823R105

Shares:667.1K

Value:$9.1M

% of Portfolio:3.1% ($9.1M/$295.9M)

Centessa Pharmaceuticals plc

CNTA|152309100

Shares:593.3K

Value:$8.5M

% of Portfolio:2.9% ($8.5M/$295.9M)

uniQure N.V.

QURE|N90064101

Shares:731.0K

Value:$7.7M

% of Portfolio:2.6% ($7.7M/$295.9M)

BridgeBio Pharma, Inc.

BBIO|10806X102

Shares:208.4K

Value:$7.2M

% of Portfolio:2.4% ($7.2M/$295.9M)

CG Oncology, Inc.

CGON|156944100

Shares:289.8K

Value:$7.1M

% of Portfolio:2.4% ($7.1M/$295.9M)

SpringWorks Therapeutics, Inc.

SWTX|85205L107

Shares:159.3K

Value:$7.0M

% of Portfolio:2.4% ($7.0M/$295.9M)

INSMED Inc

INSM|457669307

Shares:87.1K

Value:$6.6M

% of Portfolio:2.2% ($6.6M/$295.9M)

Alkermes plc.

ALKS|G01767105

Shares:192.4K

Value:$6.4M

% of Portfolio:2.1% ($6.4M/$295.9M)

Akero Therapeutics, Inc.

AKRO|00973Y108

Shares:156.2K

Value:$6.3M

% of Portfolio:2.1% ($6.3M/$295.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Roivant Sciences Ltd.(ROIVcusipG76279101)	2.6M	QoQ -4.93% (-133.9K) YoY -27.43% (-975.0K)	All Managers (Combined)	$26.0M	8.8% ($26.0M/$295.9M)	QoQ -18.91% (-$6.1M) YoY -30.53% (-$11.4M)
Syndax Pharmaceuticals Inc(SNDXcusip87164F105)	1.6M	QoQ +965.72% (+1.4M) YoY +45.19% (-497.6K)	All Managers (Combined)	$19.6M	6.6% ($19.6M/$295.9M)	QoQ +65362.42% (+$19.6M) YoY -25.05% (-$6.6M)
Scholar Rock Holding Corp(SRRKcusip80706P103)	566.2K	QoQ +466.21% (+466.2K) YoY NEW(+566.2K)	All Managers (Combined)	$18.2M	6.2% ($18.2M/$295.9M)	QoQ +7901.63% (+$18.0M) YoY NEW(+$18.2M)
Arcellx, Inc.(ACLXcusip03940C100)	273.8K	QoQ NEW(+273.8K) YoY +95.18% (+133.5K)	All Managers (Combined)	$18.0M	6.1% ($18.0M/$295.9M)	QoQ NEW(+$18.0M) YoY +84.09% (+$8.2M)
Merus N.V.(MRUScusipN5749R100)	346.8K	QoQ -43.59% (-268.1K) YoY +48.26% (+112.9K)	All Managers (Combined)	$14.6M	4.9% ($14.6M/$295.9M)	QoQ -43.54% (-$11.3M) YoY +38.58% (+$4.1M)
Immunovant, Inc.(IMVTcusip45258J102)	853.5K	QoQ -23.69% (-265.0K) YoY +241.38% (+603.5K)	All Managers (Combined)	$14.6M	4.9% ($14.6M/$295.9M)	QoQ -47.35% (-$13.1M) YoY +4475.94% (+$14.3M)
MADRIGAL PHARMACEUTICALS, INC.(MDGLcusip558868105)	40.9K	QoQ NEW(+40.9K) YoY NEW(+40.9K)	All Managers (Combined)	$13.6M	4.6% ($13.6M/$295.9M)	QoQ NEW(+$13.6M) YoY NEW(+$13.6M)
Nuvalent, Inc.(NUVLcusip670703107)	190.4K	QoQ +31.09% (+45.2K) YoY NEW(+190.4K)	All Managers (Combined)	$13.5M	4.6% ($13.5M/$295.9M)	QoQ +18.77% (+$2.1M) YoY NEW(+$13.5M)
Revolution Medicines, Inc.(RVMDcusip76155X100)	318.8K	QoQ +64.71% (+125.2K) YoY NEW(+318.8K)	All Managers (Combined)	$11.3M	3.8% ($11.3M/$295.9M)	QoQ +33.15% (+$2.8M) YoY NEW(+$11.3M)
Janux Therapeutics, Inc.(JANXcusip47103J105)	342.1K	QoQ +134.48% (+196.2K) YoY +181.20% (+220.4K)	All Managers (Combined)	$9.2M	3.1% ($9.2M/$295.9M)	QoQ +18.25% (+$1.4M) YoY +101.66% (+$4.7M)
Xenon Pharmaceuticals Inc.(XENEcusip98420N105)	274.6K	QoQ -26.92% (-101.2K) YoY NEW(+274.6K)	All Managers (Combined)	$9.2M	3.1% ($9.2M/$295.9M)	QoQ -37.46% (-$5.5M) YoY NEW(+$9.2M)
Denali Therapeutics Inc.(DNLIcusip24823R105)	667.1K	QoQ +14.16% (-82.8K) YoY NEW(+667.1K)	All Managers (Combined)	$9.1M	3.1% ($9.1M/$295.9M)	QoQ -23.84% (-$2.8M) YoY NEW(+$9.1M)
Centessa Pharmaceuticals plc(CNTAcusip152309100)	593.3K	QoQ -7.57% (-48.6K) YoY NEW(+593.3K)	All Managers (Combined)	$8.5M	2.9% ($8.5M/$295.9M)	QoQ -20.65% (-$2.2M) YoY NEW(+$8.5M)
uniQure N.V.(QUREcusipN90064101)	731.0K	QoQ +712.26% (+641.0K) YoY NEW(+731.0K)	All Managers (Combined)	$7.7M	2.6% ($7.7M/$295.9M)	QoQ +387.54% (+$6.2M) YoY NEW(+$7.7M)
BridgeBio Pharma, Inc.(BBIOcusip10806X102)	208.4K	QoQ NEW(+208.4K) YoY NEW(+208.4K)	All Managers (Combined)	$7.2M	2.4% ($7.2M/$295.9M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
CG Oncology, Inc.(CGONcusip156944100)	289.8K	QoQ NEW(+289.8K) YoY +611.69% (+249.1K)	All Managers (Combined)	$7.1M	2.4% ($7.1M/$295.9M)	QoQ NEW(+$7.1M) YoY +297.23% (+$5.3M)
SpringWorks Therapeutics, Inc.(SWTXcusip85205L107)	159.3K	QoQ NEW(+159.3K) YoY NEW(+159.3K)	All Managers (Combined)	$7.0M	2.4% ($7.0M/$295.9M)	QoQ NEW(+$7.0M) YoY NEW(+$7.0M)
INSMED Inc(INSMcusip457669307)	87.1K	QoQ -18.33% (-19.6K) YoY -68.04% (-185.4K)	All Managers (Combined)	$6.6M	2.2% ($6.6M/$295.9M)	QoQ -9.76% (-$718.6K) YoY -10.14% (-$749.8K)
Alkermes plc.(ALKScusipG01767105)	192.4K	QoQ -53.86% (-224.6K) YoY NEW(+192.4K)	All Managers (Combined)	$6.4M	2.1% ($6.4M/$295.9M)	QoQ -47.03% (-$5.6M) YoY NEW(+$6.4M)
Akero Therapeutics, Inc.(AKROcusip00973Y108)	156.2K	QoQ NEW(+156.2K) YoY NEW(+156.2K)	All Managers (Combined)	$6.3M	2.1% ($6.3M/$295.9M)	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)