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Disclosery

13F-HR filed by STEMPOINT CAPITAL LP

STEMPOINT CAPITAL LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 84 holding rows worth $580,521,914.

Accession
0001420506-26-001687
Filer
CIK 1952142
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 85 entries on the cover page, a total value of $580,521,914 stated on the cover page (in dollars after the unit check, H1), rows summing to $580,521,914 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
TANGO THERAPEUTICS INC87583X109COM1,223,019$38,231,574dollars as filed
ABIVAX SA-00370M103SPONSORED ADS283,657$37,800,132dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock159,943$29,954,125dollars as filed
ERASCA INC COM29479A108Stock1,565,913$28,687,526dollars as filed
TYRA BIOSCIENCES INC90240B106COMMON STOCK632,754$20,210,163dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM200,851$19,578,955dollars as filed
ENLIVEN THERAPEUTICS INC COM29337E102Stock346,914$17,605,886dollars as filed
MINERALYS THERAPEUTICS INC603170101COM602,686$16,260,468dollars as filed
BIOHAVEN LTDG1110E107COM1,064,200$15,835,296dollars as filed
SURROZEN INC86889P208COMMON STOCK602,798$13,786,568dollars as filed
KINIKSA PHARMACEUTICALS INTL P ORD SHS CL AG52694109Stock209,234$13,380,514dollars as filed
SCHOLAR ROCK HLDG CORP80706P103COM239,146$13,153,030dollars as filed
ALKERMES PLCG01767105SHS248,015$12,994,746dollars as filed
FIRST TRACKS BIOTHERAPEUTICS337185102ORD SHS *A*622,723$12,529,187dollars as filed
PRAXIS PRECISION MEDICINES I74006W207COM NEW37,243$12,468,584dollars as filed
ROIVANT SCIENCES LTDG76279101SHS348,408$12,330,159dollars as filed
BIOAGE LABS INC COM09077V100Stock464,171$11,376,831dollars as filed
CG ONCOLOGY INC156944100COMMON STOCK159,349$11,321,746dollars as filed
ORUKA THERAPEUTICS INC COM687604108Stock116,461$11,083,593dollars as filed
IMMUNOVANT INC45258J102COM276,527$10,654,585dollars as filed
CELCUITY INC15102K100COM98,203$10,273,998dollars as filed
RELMADA THERAPEUTICS INC75955J402COMMON STOCK1,460,093$10,103,844dollars as filed
CLIMB BIO INC28658R106COMMON STOCK742,745$9,685,395dollars as filed
SPYRE THERAPEUTICS INC00773J202COM NEW106,926$9,492,890dollars as filed
ZURA BIO LTDG9TY5A101COMMON STOCK1,368,215$8,072,469dollars as filed
Inflarx NvN44821101COM3,228,255$7,231,291dollars as filed
AMYLYX PHARMACEUTICALS INC03237H101COM384,304$6,902,100dollars as filed
CELLDEX THERAPEUTICS INC NEW15117B202COM NEW178,412$6,638,711dollars as filed
OVID THERAPEUTICS INC690469101COMMON STOCK2,417,283$6,502,491dollars as filed
EQUILLIUM INC29446K106COM2,016,607$6,453,142dollars as filed
DEFINIUM THERAPEUTICS INC24477V105COM SHS137,124$6,450,313dollars as filed
CYTOKINETICS INC23282W605COM NEW75,603$6,440,620dollars as filed
DAMORA THERAPEUTICS INC36322Q206COMMON STOCK216,194$5,623,206dollars as filed
INVENTIVA SA46124U107ADS1,426,320$5,391,490dollars as filed
CENTURY THERAPEUTICS INC15673T100COM2,146,182$5,258,146dollars as filed
AURA BIOSCIENCES INC05153U107COMMON STOCK714,280$5,071,388dollars as filed
EYEPOINT INC COM NEW30233G209Stock338,471$4,840,135dollars as filed
ASSEMBLY BIOSCIENCES INC045396207COMMON STOCK170,378$4,681,987dollars as filed
WHITEHAWK THERAPEUTICS INC00032Q104CMN1,021,037$4,676,349dollars as filed
XENON PHARMACEUTICALS INC COM98420N105Stock76,075$4,591,887dollars as filed
UNIQURE NVN90064101SHS88,115$4,058,577dollars as filed
COMPASS PATHWAYS PLC20451W101SPONSORED ADS284,769$4,029,481dollars as filed
AVALYN PHARMA INC05348Y105COMMON STOCK118,000$3,884,560dollars as filed
MAPLIGHT THERAPEUTICS INC56565P103COMMON STOCK106,906$3,831,511dollars as filed
ALUMIS INC022307102COM135,736$3,819,611dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock15,375$3,763,339dollars as filed
MONTE ROSA THERAPEUTICS INC61225M102COM153,544$3,715,765dollars as filed
ACADIA PHARMACEUTICALS INC004225108COM143,167$3,622,125dollars as filed
SOLID BIOSCIENCES INC83422E204COMMON STOCK358,780$3,584,212dollars as filed
PERSONALIS INC71535D106COMMON STOCK247,783$3,320,292dollars as filed
CRESCENT BIOPHARMA INCG2545C104COMMON STOCK182,382$3,282,876dollars as filed
ARROWHEAD PHARMACEUTICALS IN04280A100COM39,198$3,195,029dollars as filed
KODIAK SCIENCES INC50015M109COM75,872$2,955,973dollars as filed
PHARVARIS NVN69605108COMMON STOCK80,907$2,797,764dollars as filed
MONOPAR THERAPEUTICS INC61023L207COMMON STOCK30,125$2,789,274dollars as filed
RAPPORT THERAPEUTICS INC COM75383L102Stock66,582$2,774,472dollars as filed
NEWAMSTERDAM PHARMA CO NVN62509109COMMON STOCK77,589$2,629,491dollars as filed
SIONNA THERAPEUTICS INC829401108COMMON STOCK59,426$2,614,150dollars as filed
ARCUTIS BIOTHERAPEUTICS INC03969K108COM98,945$2,594,338dollars as filed
C4 THERAPEUTICS INC12529R107COM STK523,648$2,445,436dollars as filed
SPRUCE BIOSCIENCES INC85209E208COM NEW41,388$2,234,952dollars as filed
CUE BIOPHARMA INC22978P205COM66,995$2,114,362dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY38,178$2,049,013dollars as filed
PROTAGONIST THERAPEUTICS74366E102COM16,303$1,998,422dollars as filed
HELIX ACQUISITION CORP IIIG4444S107USD CL A ORD SHS171,671$1,826,579dollars as filed
BIODESIX INC COM09075X207Stock70,000$1,578,500dollars as filed
TENAX THERAPEUTICS INC88032L605COM NEW96,273$1,400,772dollars as filed
SAB BIOTHERAPEUTICS INC78397T202COMMON STOCK342,631$1,336,261dollars as filed
CALCIMEDICA INC38942Q202COM NEW1,244,864$1,195,661dollars as filed
LB PHARMACEUTICALS INC50180M108COMMON STOCK31,785$1,031,582dollars as filed
CELLECTAR BIOSCIENCES INC15117F880COM NEW354,938$986,728dollars as filed
PERSONALIS INC71535D106COMMON STOCK470,000$810,750dollars as filedcall
PROQR THERAPEUTICS NVN71542109SHS EURO431,054$801,760dollars as filed
BIOHAVEN LTDG1110E107COM500,000$525,000dollars as filedcall
SPDR SER TR78464A870S&P BIOTECH250,000$400,000dollars as filedput
ASTRAZENECA PLC ORDG0593M107ADR25,000$180,000dollars as filedcall
SPDR SER TR78464A870S&P BIOTECH400,000$178,000dollars as filedcall
TANGO THERAPEUTICS INC87583X109COM100,000$175,000dollars as filedcall
REVOLUTION MEDICINES INC COM76155X100Stock30,000$127,500dollars as filedput
ERASCA INC COM29479A108Stock200,000$90,000dollars as filedput
ARK ETF TR00214Q302GENOMIC REV ETF100,000$75,000dollars as filedput
ROIVANT SCIENCES LTDG76279101SHS100,000$40,000dollars as filedput
VISTAGEN THERAPEUTICS INC92840H400COM616,749$17,276dollars as filed
Amgen Inc.031162100COM15,000$15,000dollars as filedput

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-26-001687this filing2026-08-14acceptance time not in the bulk data set