13F-HR filed by STEMPOINT CAPITAL LP
STEMPOINT CAPITAL LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 77 holding rows worth $583,203,176.
- Accession
- 0001420506-26-000490
- Filer
- CIK 1952142
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 78 entries on the cover page, a total value of $583,203,176 stated on the cover page (in dollars after the unit check, H1), rows summing to $583,203,176 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ABIVAX SA- | 00370M103 | SPONSORED ADS | 391,783 | $52,833,896 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 886,893 | $39,067,637 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 1,154,114 | $28,864,391 | dollars as filed | |
| SYNDAX PHARMACEUTICALS INC | 87164F105 | COM | 1,339,379 | $28,140,353 | dollars as filed | |
| STRUCTURE THERAPEUTICS INC COMP | 86366E106 | EQUITY | 351,073 | $24,417,127 | dollars as filed | |
| ARCELLX INC COMMON STOCK | 03940C100 | Stock | 332,860 | $21,702,472 | dollars as filed | |
| ROIVANT SCIENCES LTD | G76279101 | SHS | 966,698 | $20,977,347 | dollars as filed | |
| TERNS PHARMACEUTICALS INC COM | 880881107 | Stock | 429,198 | $17,339,599 | dollars as filed | |
| TWIST BIOSCIENCE CORP | 90184D100 | COM | 518,355 | $16,442,221 | dollars as filed | |
| IMMUNOVANT INC | 45258J102 | COM | 644,959 | $16,394,858 | dollars as filed | |
| DYNE THERAPEUTICS INC COM | 26818M108 | Stock | 835,200 | $16,336,512 | dollars as filed | |
| XENON PHARMACEUTICALS INC COM | 98420N105 | Stock | 348,605 | $15,624,476 | dollars as filed | |
| SURROZEN INC | 86889P208 | COMMON STOCK | 619,766 | $12,672,108 | dollars as filed | |
| CELCUITY INC | 15102K100 | COM | 118,333 | $11,802,533 | dollars as filed | |
| MINERALYS THERAPEUTICS INC | 603170101 | COM | 290,049 | $10,525,878 | dollars as filed | |
| MADRIGAL PHARMACEUTICALS INC COM | 558868105 | Stock | 17,736 | $10,328,382 | dollars as filed | |
| ADAPTIVE BIOTECHNOLOGIES CORP COM | 00650F109 | Stock | 606,825 | $9,854,838 | dollars as filed | |
| PALISADE BIO INC | 696389402 | COMMON STOCK | 4,192,375 | $9,852,081 | dollars as filed | |
| CYTOKINETICS INC | 23282W605 | COM NEW | 146,978 | $9,338,982 | dollars as filed | |
| EDGEWISE THERAPEUTICS INC | 28036F105 | COM | 360,876 | $8,955,138 | dollars as filed | |
| BRIGHT MINDS BIOSCIENCES INC | 10919W405 | COMMON STOCK | 97,340 | $7,596,414 | dollars as filed | |
| NEKTAR THERAPEUTICS | 640268306 | COMMON STOCK | 178,274 | $7,537,425 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 35,000 | $7,243,250 | dollars as filed | |
| DENALI THERAPEUTICS INC COM | 24823R105 | Stock | 419,058 | $6,918,648 | dollars as filed | |
| AMYLYX PHARMACEUTICALS INC | 03237H101 | COM | 565,140 | $6,826,891 | dollars as filed | |
| CLEARPOINT NEURO INC | 18507C103 | COM | 481,858 | $6,591,817 | dollars as filed | |
| ARCUTIS BIOTHERAPEUTICS INC | 03969K108 | COM | 224,740 | $6,526,450 | dollars as filed | |
| EYEPOINT INC COM NEW | 30233G209 | Stock | 353,849 | $6,464,821 | dollars as filed | |
| IMMATICS N.V | N44445109 | SHS | 610,308 | $6,408,234 | dollars as filed | |
| OCULAR THERAPEUTIX INC | 67576A100 | COM | 522,693 | $6,345,493 | dollars as filed | |
| RHYTHM PHARMACEUTICALS INC | 76243J105 | COM | 58,915 | $6,306,262 | dollars as filed | |
| PRAXIS PRECISION MEDICINES I | 74006W207 | COM NEW | 21,067 | $6,209,288 | dollars as filed | |
| APOGEE THERAPEUTICS INC COM | 03770N101 | Stock | 80,574 | $6,081,726 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 61,435 | $6,067,935 | dollars as filed | |
| IDEAYA BIOSCIENCES INC COM | 45166A102 | Stock | 161,659 | $5,588,552 | dollars as filed | |
| ASSEMBLY BIOSCIENCES INC | 045396207 | COMMON STOCK | 156,728 | $5,330,319 | dollars as filed | |
| MAZE THERAPEUTICS INC COM | 578784100 | Stock | 125,877 | $5,215,084 | dollars as filed | |
| PROTAGONIST THERAPEUTICS | 74366E102 | COM | 59,430 | $5,190,616 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,759 | $5,114,402 | dollars as filed | |
| TREVI THERAPEUTICS INC COM | 89532M101 | Stock | 399,557 | $5,002,454 | dollars as filed | |
| REVOLUTION MEDICINES INC COM | 76155X100 | Stock | 62,032 | $4,940,849 | dollars as filed | |
| VIRIDIAN THERAPEUTICS INC | 92790C104 | COM | 154,320 | $4,802,438 | dollars as filed | |
| Arbutus Biopharma Corp | 03879J100 | Common Shares, without par value | 986,751 | $4,746,272 | dollars as filed | |
| MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD | 61559X104 | Stock | 348,401 | $4,591,925 | dollars as filed | |
| CYTOMX THERAPEUTICS INC | 23284F105 | COMMON STOCK | 1,036,311 | $4,414,685 | dollars as filed | |
| X4 PHARMACEUTICALS INC | 98420X202 | COMMON STOCK | 898,465 | $3,593,860 | dollars as filed | |
| WHITEHAWK THERAPEUTICS INC | 00032Q104 | CMN | 1,458,807 | $3,530,313 | dollars as filed | |
| DIANTHUS THERAPEUTICS INC | 252828108 | COM | 79,284 | $3,267,294 | dollars as filed | |
| ASCENDIS PHARMA A/S DKK 1.0 AD | 04351P101 | SPONSORED ADR | 14,842 | $3,164,908 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 15,707 | $2,573,749 | dollars as filed | |
| NEWAMSTERDAM PHARMA CO NV | N62509109 | COMMON STOCK | 73,106 | $2,564,558 | dollars as filed | |
| MBX BIOSCIENCES INC COM | 55287L101 | Stock | 78,553 | $2,477,562 | dollars as filed | |
| CORTEXYME INC | 22053A107 | COM | 739,264 | $2,476,534 | dollars as filed | |
| AVALO THERAPEUTICS INC | 05338F306 | COMMON STOCK | 135,552 | $2,461,624 | dollars as filed | |
| INVIVYD INC | 00534A102 | COMMON STOCK | 989,822 | $2,444,860 | dollars as filed | |
| MEIRAGTX HOLDINGS PLC | G59665102 | COMMON STOCK | 287,689 | $2,287,128 | dollars as filed | |
| INVENTIVA SA | 46124U107 | ADS | 467,242 | $2,172,675 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 9,325 | $2,130,669 | dollars as filed | |
| ADC THERAPEUTICS SA | H0036K147 | COMMON STOCK | 502,570 | $1,774,072 | dollars as filed | |
| MAPLIGHT THERAPEUTICS INC | 56565P103 | COMMON STOCK | 100,000 | $1,756,500 | dollars as filed | |
| PHARVARIS NV | N69605108 | COMMON STOCK | 58,389 | $1,620,295 | dollars as filed | |
| LEGEND BIOTECH CORP | 52490G102 | SPONSORED ADS | 73,328 | $1,594,151 | dollars as filed | |
| BELITE BIO INC | 07782B104 | CMN | 9,163 | $1,465,713 | dollars as filed | |
| Xilio Therapeutics Inc. | 98422T100 | COM | 2,030,028 | $1,299,624 | dollars as filed | |
| EVOMMUNE INC | 30054Y107 | COMMON STOCK | 68,196 | $1,167,516 | dollars as filed | |
| BRIDGEBIO ONCOLOGY THERAPEUT | 107924102 | COM NEW | 86,517 | $1,083,193 | dollars as filed | |
| SPYRE THERAPEUTICS INC | 00773J202 | COM NEW | 32,377 | $1,060,671 | dollars as filed | |
| UNIQURE NV | N90064101 | SHS | 43,485 | $1,040,596 | dollars as filed | |
| TAYSHA GENE THERAPIES INC | 877619106 | COMMON STOCK | 182,130 | $1,001,715 | dollars as filed | |
| MONTE ROSA THERAPEUTICS INC | 61225M102 | COM | 61,577 | $965,527 | dollars as filed | |
| SAB BIOTHERAPEUTICS INC | 78397T202 | COMMON STOCK | 146,558 | $548,127 | dollars as filed | |
| VANDA PHARMACEUTICALS INC | 921659108 | COM | 58,989 | $520,283 | dollars as filed | |
| CAPRICOR THERAPEUTICS INC | 14070B309 | COMMON STOCK | 17,853 | $515,238 | dollars as filed | |
| SCHOLAR ROCK HLDG CORP | 80706P103 | COM | 277,000 | $484,750 | dollars as filed | call |
| PASITHEA THERAPEUTICS CORP | 70261F202 | COM NEW | 355,082 | $458,056 | dollars as filed | |
| VISTAGEN THERAPEUTICS INC | 92840H400 | COM | 616,749 | $142,086 | dollars as filed | |
| CENTESSA PHARMACEUTICALS PLC | 152309100 | SPONSORED ADS | 75,000 | $26,250 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-26-000490 | this filing | 2026-02-17 | acceptance time not in the bulk data set |