Stempoint Capital LP
77 holdingsFiling period: 2026-06-30Current AUM: $476.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TNGX | Tango Therapeutics Inc | 1.32M | $38.4M | $27.3M | 5.72% | +1.12M | 2026-06-30 |
| 2 | ABVX | Abivax SA | 283.7K | $37.8M | $24.5M | 5.15% | -30,134 | 2026-06-30 |
| 3 | RVMD | Revolution Medicines Inc | 189.9K | $30.1M | $29.5M | 6.20% | -191,689 | 2026-06-30 |
| 4 | ERAS | Erasca Inc | 1.77M | $28.8M | $23.5M | 4.94% | +1.53M | 2026-06-30 |
| 5 | TYRA | Tyra Biosciences Inc | 632.8K | $20.2M | $12.9M | 2.71% | +339.6K | 2026-06-30 |
| 6 | DNTH | Dianthus Therapeutics Inc | 200.9K | $19.6M | $15.9M | 3.34% | +115.3K | 2026-06-30 |
| 7 | ELVN | Enliven Therapeutics Inc | 346.9K | $17.6M | $14.4M | 3.02% | -16,524 | 2026-06-30 |
| 8 | — | Biohaven Ltd | 1.56M | $16.4M | $16.4M | 3.43% | -30,291 | 2026-06-30 |
| 9 | MLYS | Mineralys Therapeutics Inc | 602.7K | $16.3M | $12.4M | 2.60% | +69.3K | 2026-06-30 |
| 10 | SRZN | Surrozen Inc | 602.8K | $13.8M | $14.5M | 3.04% | +406.8K | 2026-06-30 |
| 11 | — | Kiniksa Pharmaceuticals Intl | 209.2K | $13.4M | $13.4M | 2.81% | -- | 2026-06-30 |
| 12 | SRRK | Scholar Rock Hldg Corp | 239.1K | $13.2M | $10.0M | 2.09% | -896,350 | 2026-06-30 |
| 13 | — | Alkermes PLC | 248.0K | $13.0M | $13.0M | 2.73% | +167.5K | 2026-06-30 |
| 14 | TRAX | First Tracks Biotherapeutics | 622.7K | $12.5M | $27.1M | 5.68% | -- | 2026-06-30 |
| 15 | PRAX | Praxis Precision Medicines I | 37.2K | $12.5M | $10.0M | 2.09% | -19,024 | 2026-06-30 |
| 16 | — | Roivant Sciences Ltd | 448.4K | $12.4M | $12.4M | 2.60% | +62.6K | 2026-06-30 |
| 17 | BIOA | Bioage Labs Inc | 464.2K | $11.4M | $2.3M | 0.49% | +125.5K | 2026-06-30 |
| 18 | CGON | CG Oncology Inc | 159.3K | $11.3M | $9.8M | 2.06% | -46,273 | 2026-06-30 |
| 19 | ORKA | Oruka Therapeutics Inc | 116.5K | $11.1M | $10.5M | 2.21% | -- | 2026-06-30 |
| 20 | IMVT | Immunovant Inc | 276.5K | $10.7M | $7.8M | 1.63% | -569,967 | 2026-06-30 |
| 21 | CELC | Celcuity Inc | 98.2K | $10.3M | $6.5M | 1.36% | +38.1K | 2026-06-30 |
| 22 | RLMD | Relmada Therapeutics Inc | 1.46M | $10.1M | $4.7M | 0.99% | +862.7K | 2026-06-30 |
| 23 | CLYM | Climb Bio Inc | 742.7K | $9.7M | $6.5M | 1.37% | -- | 2026-06-30 |
| 24 | SYRE | Spyre Therapeutics Inc | 106.9K | $9.5M | $9.9M | 2.08% | -60,680 | 2026-06-30 |
| 25 | — | Zura Bio Ltd | 1.37M | $8.1M | $8.1M | 1.69% | +614.7K | 2026-06-30 |
← Scroll →
Page 1 of 4