Institutions / Stempoint Capital LP
Stempoint Capital LP
CIK 1952142 · Institution · as of Dec 31, 2025
Portfolio value
$582.69M
Positions
75
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| Abivax SA | $52.83M | 9.1% |
| Scholar Rock Holding Corp | $39.07M | 6.7% |
| Centessa Pharmaceuticals PLC | $28.86M | 5.0% |
| Syndax Pharmaceuticals Inc | $28.14M | 4.8% |
| Structure Therapeutics Inc.GPCR | $24.42M | 4.2% |
| Arcellx, Inc. | $21.70M | 3.7% |
| Roivant Sciences Ltd. | $20.98M | 3.6% |
| Terns Pharmaceuticals, Inc. | $17.34M | 3.0% |
| Twist Bioscience Corp | $16.44M | 2.8% |
| Immunovant, Inc.IMVT | $16.39M | 2.8% |
| Dyne Therapeutics, Inc. | $16.34M | 2.8% |
| Xenon Pharmaceuticals Inc. | $15.62M | 2.7% |
| Surrozen, Inc./DESRZN | $12.67M | 2.2% |
| Celcuity Inc.CELC | $11.80M | 2.0% |
| Mineralys Therapeutics IncMLYS | $10.53M | 1.8% |
| Madrigal Pharmaceuticals, Inc. | $10.33M | 1.8% |
| Adaptive Biotechnologies Corp | $9.85M | 1.7% |
| Palisade Bio, Inc. | $9.85M | 1.7% |
| Cytokinetics Inc | $9.34M | 1.6% |
| Edgewise Therapeutics, Inc. | $8.96M | 1.5% |
| Bright Minds Biosciences Inc. | $7.60M | 1.3% |
| Nektar Therapeutics | $7.54M | 1.3% |
| Johnson & Johnson | $7.24M | 1.2% |
| Denali Therapeutics Inc. | $6.92M | 1.2% |
| Amylyx Pharmaceuticals, Inc. | $6.83M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.