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13F-HR filed by STEMPOINT CAPITAL LP

STEMPOINT CAPITAL LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 53 holding rows worth $311,575,076.

Accession
0001420506-25-002033
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 54 entries on the cover page, a total value of $311,575,076 stated on the cover page (in dollars after the unit check, H1), rows summing to $311,575,076 with VALUE read as dollars as filed, 13F file number 028-23724. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SYNDAX PHARMACEUTICALS INC87164F105COM2,372,634$22,219,717dollars as filed
IMMUNOVANT INC45258J102COM1,300,860$20,813,760dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM528,115$18,705,833dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS1,265,672$16,630,930dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock52,694$15,947,312dollars as filed
MERUS N VN5749R100COM266,094$13,996,544dollars as filed
ARCELLX INC COMMON STOCK03940C100Stock201,452$13,265,614dollars as filed
CIDARA THERAPEUTICS INC171757206COM NEW266,774$12,994,562dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM176,752$11,168,959dollars as filed
ALKERMES PLCG01767105SHS351,124$10,042,498dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock707,915$9,903,731dollars as filed
LEGEND BIOTECH CORP52490G102SPONSORED ADS270,144$9,587,411dollars as filed
GERON CORP374163103COM6,649,244$9,375,434dollars as filed
ZAI LAB LTD ADR98887Q104ADR250,438$8,757,817dollars as filed
MINERALYS THERAPEUTICS INC603170101COM631,586$8,551,043dollars as filed
UNIQURE NVN90064101SHS572,615$7,982,253dollars as filed
ROIVANT SCIENCES LTDG76279101SHS601,781$6,782,072dollars as filed
AKERO THERAPEUTICS INC00973Y108COM116,779$6,231,327dollars as filed
INSMED INC COM PAR $.01457669307Stock61,578$6,197,210dollars as filed
SURROZEN INC86889P208COMMON STOCK686,539$6,137,659dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock900,338$5,852,197dollars as filed
LENZ THERAPEUTICS INC52635N103COM183,912$5,390,461dollars as filed
NUVALENT INC COM670703107Stock59,828$4,564,876dollars as filed
KALVISTA PHARMACEUTICALS INC483497103COM386,790$4,372,661dollars as filed
VISTAGEN THERAPEUTICS INC92840H400COM2,413,254$4,117,380dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock84,466$3,668,358dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock165,885$3,486,903dollars as filed
PROTARA THERAPEUTICS INC74365U107COM STK1,143,677$3,465,341dollars as filed
HELIX ACQUISITION CORP IIG4444H101CL A ORD SHS315,812$3,290,856dollars as filed
EYEPOINT INC COM NEW30233G209Stock329,254$3,098,280dollars as filed
ARCUTIS BIOTHERAPEUTICS INC03969K108COM205,672$2,883,521dollars as filed
REZOLUTE INC76200L309COMMON STOCK644,654$2,875,157dollars as filed
TAYSHA GENE THERAPIES INC877619106COMMON STOCK1,203,941$2,781,104dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK152,652$2,764,528dollars as filed
BIOHAVEN LTDG1110E107COM174,754$2,465,779dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock4,672$2,452,800dollars as filed
BRIDGEBIO PHARMA INC10806X102COM54,630$2,358,923dollars as filed
JANUX THERAPEUTICS INC47103J105COM89,933$2,077,452dollars as filed
ORIC PHARMACEUTICALS INC68622P109COM200,785$2,037,968dollars as filed
MBX BIOSCIENCES INC COM55287L101Stock141,021$1,609,050dollars as filed
PERCEPTIVE CAPITAL SOLUTIONSG70077105CL A ORD SHS150,000$1,593,000dollars as filed
PRAXIS PRECISION MEDICINES I74006W207COM NEW32,255$1,356,323dollars as filed
GH RESEARCH PLC ORDINARY SHARESG3855L106Stock100,826$1,229,069dollars as filed
TANGO THERAPEUTICS INC87583X109COM208,800$1,069,056dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM16,770$926,761dollars as filed
TECTONIC THERAPEUTIC INC878972108COMMON STOCK40,000$794,800dollars as filed
ADC THERAPEUTICS SAH0036K147COMMON STOCK283,286$759,206dollars as filed
VERONA PHARMA PLC925050106SPONSORED ADS7,407$700,554dollars as filed
ABIVAX SA-00370M103SPONSORED ADS87,748$671,272dollars as filed
ROIVANT SCIENCES LTDG76279101SHS915,000$617,625dollars as filedcall
MIND MEDICINE MINDMED INC60255C885COM NEW90,852$589,629dollars as filed
IMMUNOVANT INC45258J102COM100,000$310,000dollars as filedcall
GERON CORP374163103COM300,000$52,500dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-002033this filing2025-08-14acceptance time not in the bulk data set