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Disclosery

13F-HR filed by STEMPOINT CAPITAL LP

STEMPOINT CAPITAL LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-14, with 87 holding rows worth $499,089,412.

Accession
0001420506-25-003308
Filer
CIK 1952142
Filed
2025-11-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 90 entries on the cover page, a total value of $499,089,412 stated on the cover page (in dollars after the unit check, H1), rows summing to $499,089,412 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
ROIVANT SCIENCES LTDG76279101SHS4,197,187$63,503,439dollars as filed
UNIQURE NVN90064101SHS522,155$30,478,187dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM726,204$27,043,837dollars as filed
IMMUNOVANT INC45258J102COM1,589,580$25,624,030dollars as filed
DENALI THERAPEUTICS INC COM24823R105Stock1,734,659$25,187,249dollars as filed
SYNDAX PHARMACEUTICALS INC87164F105COM1,366,205$21,019,064dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS655,385$15,893,086dollars as filed
WAVE LIFE SCIENCES LTD SHSY95308105Stock2,110,152$15,446,313dollars as filed
BIOHAVEN LTDG1110E107COM1,017,311$15,269,838dollars as filed
CIDARA THERAPEUTICS INC171757206COM NEW152,325$14,586,642dollars as filed
ABIVAX SA-00370M103SPONSORED ADS166,273$14,116,578dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock371,825$10,117,358dollars as filed
RHYTHM PHARMACEUTICALS INC76243J105COM91,444$9,234,930dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR12,465$9,193,685dollars as filed
SURROZEN INC86889P208COMMON STOCK713,463$9,192,971dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock185,380$8,657,246dollars as filed
REZOLUTE INC76200L309COMMON STOCK917,630$8,625,722dollars as filed
GH RESEARCH PLC ORDINARY SHARESG3855L106Stock545,275$7,797,433dollars as filed
ARCUTIS BIOTHERAPEUTICS INC03969K108COM411,893$7,764,183dollars as filed
VISTAGEN THERAPEUTICS INC92840H400COM2,488,685$7,749,263dollars as filed
XENON PHARMACEUTICALS INC COM98420N105Stock192,295$7,720,644dollars as filed
ALKERMES PLCG01767105SHS241,637$7,249,110dollars as filed
CELCUITY INC15102K100COM136,710$6,753,474dollars as filed
BRIDGEBIO PHARMA INC10806X102COM127,435$6,618,974dollars as filed
INSMED INC COM PAR $.01457669307Stock43,419$6,251,468dollars as filed
DYNE THERAPEUTICS INC COM26818M108Stock474,612$6,003,842dollars as filed
MINERALYS THERAPEUTICS INC603170101COM158,112$5,995,607dollars as filed
AKERO THERAPEUTICS INC00973Y108COM121,410$5,764,547dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock39,072$5,149,690dollars as filed
AVIDITY BIOSCIENCES INC COM05370A108Stock114,053$4,969,289dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK150,573$4,282,296dollars as filed
OCULAR THERAPEUTIX INC67576A100COM359,470$4,202,204dollars as filed
MADRIGAL PHARMACEUTICALS INC COM558868105Stock8,207$3,764,223dollars as filed
AMYLYX PHARMACEUTICALS INC03237H101COM276,884$3,761,968dollars as filed
INCYTE CORP COM45337C102Stock43,754$3,710,777dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY129,335$3,621,380dollars as filed
TREVI THERAPEUTICS INC COM89532M101Stock350,710$3,208,997dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM47,954$3,185,584dollars as filed
NEKTAR THERAPEUTICS640268306COMMON STOCK53,201$3,027,137dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR15,149$3,011,773dollars as filed
TECTONIC THERAPEUTIC INC878972108COMMON STOCK188,999$2,965,394dollars as filed
HARROW INC415858109COM57,619$2,776,083dollars as filed
TAYSHA GENE THERAPIES INC877619106COMMON STOCK839,669$2,745,718dollars as filed
EQUILLIUM INC29446K106COM1,908,935$2,729,777dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock6,264$2,625,931dollars as filed
CG ONCOLOGY INC156944100COMMON STOCK63,019$2,538,405dollars as filed
INVESCO QQQ TR46090E103COM3,797$2,279,605dollars as filed
BRIDGEBIO ONCOLOGY THERAPEUT107924102COM NEW186,614$2,160,990dollars as filed
TANGO THERAPEUTICS INC87583X109COM245,378$2,061,175dollars as filed
ORIC PHARMACEUTICALS INC68622P109COM166,461$1,997,532dollars as filed
X4 PHARMACEUTICALS INC98420X202COMMON STOCK555,411$1,899,506dollars as filed
PEPGEN INC COM713317105Stock389,189$1,798,053dollars as filed
ASSEMBLY BIOSCIENCES INC045396207COMMON STOCK66,130$1,692,928dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM41,382$1,628,382dollars as filed
PERCEPTIVE CAPITAL SOLUTIONSG70077105CL A ORD SHS150,000$1,590,000dollars as filed
PROTARA THERAPEUTICS INC74365U107COM STK363,666$1,581,947dollars as filed
COMPASS PATHWAYS PLC20451W101SPONSORED ADS275,620$1,579,303dollars as filed
PYXIS ONCOLOGY INC COMMON STOCK747324101Stock689,538$1,530,774dollars as filed
MBX BIOSCIENCES INC COM55287L101Stock75,000$1,312,500dollars as filed
BIOHAVEN LTDG1110E107COM480,000$1,188,000dollars as filedcall
ADC THERAPEUTICS SAH0036K147COMMON STOCK283,286$1,133,144dollars as filed
ARCELLX INC COMMON STOCK03940C100Stock11,376$933,970dollars as filed
Arbutus Biopharma Corp03879J100Common Shares, without par value205,388$932,462dollars as filed
MIND MEDICINE MINDMED INC60255C885COM NEW76,875$906,356dollars as filed
CENTESSA PHARMACEUTICALS PLC152309100SPONSORED ADS172,500$905,625dollars as filedcall
ENANTA PHARMACEUTICALS INC29251M106COM75,194$900,072dollars as filed
ZENAS BIOPHARMA INC COM98937L105Stock38,742$860,072dollars as filed
WHITEHAWK THERAPEUTICS INC00032Q104CMN424,082$805,756dollars as filed
SPDR SER TR78464A870S&P BIOTECH1,490,100$725,352dollars as filedput
CORVUS PHARMACEUTICALS INC221015100COM96,439$710,755dollars as filed
KALVISTA PHARMACEUTICALS INC483497103COM56,770$691,459dollars as filed
MEIRAGTX HOLDINGS PLCG59665102COMMON STOCK81,858$673,691dollars as filed
TERNS PHARMACEUTICALS INC COM880881107Stock89,617$673,024dollars as filed
ARCTURUS THERAPEUTICS HLDGS03969T109COM35,606$656,219dollars as filed
Ventyx Biosciences Inc92332V107Common Stock167,470$520,832dollars as filed
ATAIBECKLEY INCN0731H103Equity76,032$402,209dollars as filed
CLEARPOINT NEURO INC18507C103COM16,651$362,825dollars as filed
INVIVYD INC00534A102COMMON STOCK278,608$306,469dollars as filed
INVENTIVA SA46124U107ADS30,824$178,471dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock50,000$137,500dollars as filedcall
CRISPR THERAPEUTICS AG NAMEN AKTH17182108Stock40,000$59,000dollars as filedcall
SYNDAX PHARMACEUTICALS INC87164F105COM100,000$55,000dollars as filedcall
IMMUNOVANT INC45258J102COM250,000$50,000dollars as filedcall
ARK ETF TR00214Q302GENOMIC REV ETF200,000$30,000dollars as filedcall
SCHOLAR ROCK HLDG CORP80706P103COM18,400$23,920dollars as filedcall
AKERO THERAPEUTICS INC00973Y108COM15,500$9,688dollars as filedput
Arbutus Biopharma Corp03879J100Common Shares, without par value95,000$9,500dollars as filedcall

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-003308this filing2025-11-14acceptance time not in the bulk data set