The Analysis of STEMPOINT CAPITAL LP's Holdings
Currently, STEMPOINT CAPITAL LP holds 75 types of securities in its portfolio with a total value $582.7M. In the most recent quarter, they have increased their positions in ABVX (+225.5K shares, valued at $30.4M), ACLX (+321.5K shares, valued at $21.0M), TWST (+518.4K shares, valued at $16.4M); decreased their positions in ROIV (-3.2M shares, valued at $70.1M), IMVT (-944.6K shares, valued at $24.0M), DNLI (-1.3M shares, valued at $21.7M); initiated new positions in TWST (+518.4K shares, valued at $16.4M), ADPT (+606.8K shares, valued at $9.9M), N/A (+4.2M shares, valued at $9.9M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ABVX ABIVAX SA391.8K shares135.63%2025-12-312026-02-17
SRRK SCHOLAR ROCK HLDG CORP886.9K shares22.13%2025-12-312026-02-17 CNTA CENTESSA PHARMACEUTICALS PLC1.2M shares76.10%2025-12-312026-02-17 SNDX SYNDAX PHARMACEUTICALS INC1.3M shares-1.96%2025-12-312026-02-17 GPCR STRUCTURE THERAPEUTICS INC351.1K shares171.44%2025-12-312026-02-17 ACLX ARCELLX INC332.9K shares2825.98%2025-12-312026-02-17 ROIV ROIVANT SCIENCES LTD966.7K shares-76.97%2025-12-312026-02-17 TERN TERNS PHARMACEUTICALS INC429.2K shares378.92%2025-12-312026-02-17 TWST TWIST BIOSCIENCE CORP518.4K sharesnew addition2025-12-312026-02-17 IMVT IMMUNOVANT INC645.0K shares-59.43%2025-12-312026-02-17 DYN DYNE THERAPEUTICS INC835.2K shares75.98%2025-12-312026-02-17 XENE XENON PHARMACEUTICALS INC348.6K shares81.29%2025-12-312026-02-17 SURROZEN INC SURROZEN INC619.8K shares-13.13%2025-12-312026-02-17 CELC CELCUITY INC118.3K shares-13.44%2025-12-312026-02-17 MLYS MINERALYS THERAPEUTICS INC290.0K shares83.45%2025-12-312026-02-17 MDGL MADRIGAL PHARMACEUTICALS INC17.7K shares116.11%2025-12-312026-02-17 ADPT ADAPTIVE BIOTECHNOLOGIES COR606.8K sharesnew addition2025-12-312026-02-17 CYTK CYTOKINETICS INC147.0K sharesnew addition2025-12-312026-02-17 EWTX EDGEWISE THERAPEUTICS INC360.9K sharesnew addition2025-12-312026-02-17 JNJ JOHNSON & JOHNSON35.0K sharesnew addition2025-12-312026-02-17 DNLI DENALI THERAPEUTICS INC419.1K shares-75.84%2025-12-312026-02-17 AMLX AMYLYX PHARMACEUTICALS INC565.1K shares104.11%2025-12-312026-02-17 CLPT CLEARPOINT NEURO INC481.9K shares2793.87%2025-12-312026-02-17 ARQT ARCUTIS BIOTHERAPEUTICS INC224.7K shares-45.44%2025-12-312026-02-17 EYPT EYEPOINT INC353.8K sharesnew addition2025-12-312026-02-17 IMTX IMMATICS N.V610.3K sharesnew addition2025-12-312026-02-17 OCUL OCULAR THERAPEUTIX INC522.7K shares45.41%2025-12-312026-02-17 RYTM RHYTHM PHARMACEUTICALS INC58.9K shares-35.57%2025-12-312026-02-17 APGE APOGEE THERAPEUTICS INC80.6K sharesnew addition2025-12-312026-02-17 INCY INCYTE CORP61.4K shares40.41%2025-12-312026-02-17 IDYA IDEAYA BIOSCIENCES INC161.7K shares-56.52%2025-12-312026-02-17 MAZE MAZE THERAPEUTICS INC125.9K sharesnew addition2025-12-312026-02-17 PTGX PROTAGONIST THERAPEUTICS INC59.4K shares23.93%2025-12-312026-02-17 LLY ELI LILLY & CO4.8K sharesnew addition2025-12-312026-02-17 TRVI TREVI THERAPEUTICS INC399.6K shares13.93%2025-12-312026-02-17 RVMD REVOLUTION MEDICINES INC62.0K shares-66.54%2025-12-312026-02-17 VRDN VIRIDIAN THERAPEUTICS INC154.3K sharesnew addition2025-12-312026-02-17 ABUS ARBUTUS BIOPHARMA CORP986.8K shares380.43%2025-12-312026-02-17 MLTX MOONLAKE IMMUNOTHERAPEUTICS348.4K sharesnew addition2025-12-312026-02-17 CTMX CYTOMX THERAPEUTICS INC1.0M sharesnew addition2025-12-312026-02-17 XFOR X4 PHARMACEUTICALS INC898.5K shares61.77%2025-12-312026-02-17 WHWK WHITEHAWK THERAPEUTICS INC1.5M shares243.99%2025-12-312026-02-17 DNTH DIANTHUS THERAPEUTICS INC79.3K shares91.59%2025-12-312026-02-17 ASND ASCENDIS PHARMA A/S14.8K shares-2.03%2025-12-312026-02-17 RGEN REPLIGEN CORP15.7K sharesnew addition2025-12-312026-02-17 NAMS NEWAMSTERDAM PHARMA COMPANY73.1K shares-51.45%2025-12-312026-02-17 MBX MBX BIOSCIENCES INC78.6K shares4.74%2025-12-312026-02-17 QNCX QUINCE THERAPEUTICS INC739.3K sharesnew addition2025-12-312026-02-17 IVVD INVIVYD INC989.8K shares255.27%2025-12-312026-02-17 MGTX MEIRAGTX HLDGS PLC287.7K shares251.45%2025-12-312026-02-17 IVA INVENTIVA SA467.2K shares1415.84%2025-12-312026-02-17 ABBV ABBVIE INC9.3K sharesnew addition2025-12-312026-02-17 ADCT ADC THERAPEUTICS SA502.6K shares77.41%2025-12-312026-02-17 PHVS PHARVARIS N V58.4K sharesnew addition2025-12-312026-02-17 LEGN LEGEND BIOTECH CORP73.3K sharesnew addition2025-12-312026-02-17 BLTE BELITE BIO INC9.2K sharesnew addition2025-12-312026-02-17 XLO XILIO THERAPEUTICS INC2.0M shares-49.25%2025-12-312026-02-17 EVOMMUNE INC EVOMMUNE INC68.2K sharesnew addition2025-12-312026-02-17 SYRE SPYRE THERAPEUTICS INC32.4K sharesnew addition2025-12-312026-02-17 QURE UNIQURE NV43.5K shares-91.67%2025-12-312026-02-17 TSHA TAYSHA GENE THERAPIES INC182.1K shares-78.31%2025-12-312026-02-17 GLUE MONTE ROSA THERAPEUTICS INC61.6K sharesnew addition2025-12-312026-02-17 VNDA VANDA PHARMACEUTICALS INC59.0K sharesnew addition2025-12-312026-02-17 CAPR CAPRICOR THERAPEUTICS INC17.9K sharesnew addition2025-12-312026-02-17 Call Option Holdings
SRRK Call CallSCHOLAR ROCK HLDG CORP277.0K shares1405.43%2025-12-312026-02-17 CNTA Call CallCENTESSA PHARMACEUTICALS PLC75.0K shares-56.52%2025-12-312026-02-17 Put Option Holdings
No put option holdings data available