Stempoint Capital LP
Stempoint Capital LP reported 73 US-listed holdings worth $577.9 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Tango Therapeutics Inc. (6.6%), Abivax SA (6.5%) and Revolution Medicines, Inc. (5.2%). Against the quarter before, it opened 25 positions, added to 7, trimmed 41 and sold out of 22.
Reported holdings$577.9M-44.0% on Q1 2026
Positions73+3 on Q1 2026
The largest ten41.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 73 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +86.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 25Added 7Trimmed 41Sold out 22
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 25
- Kiniksa Pharmaceuticals Intl KNSA$13.4 million
- First Tracks Biotherapeutics TRAX$12.5 million
- Oruka Therapeutics Inc. ORKA$11.1 million
- Eliem Therapeutics Inc. CLYM$9.7 million
- Inflarx NV IFRX$7.2 million
- Ovid Therapeutics Inc. OVID$6.5 million
- Equillium Inc. EQ$6.5 million
- Galecto Inc. DMRA$5.6 million
and 17 more in the table below
Added to 7
- Tango Therapeutics Inc. TNGX+821,181 shares · +204%
- Erasca Inc. ERAS+1.1 million shares · +226%
- Tyra Biosciences Inc. TYRA+246,400 shares · +64%
- Alkermes plc. ALKS+87,031 shares · +54%
- Dianthus Therapeutics Inc. DNTH+29,847 shares · +17%
- Relmada Therapeutics Inc. RLMD+265,275 shares · +22%
- Spruce Biosciences Inc. SPRB+28,668 shares · +225%
Trimmed 41
- Scholar Rock Holding Corporation SRRK-1.8 million shares · -88%
- Revolution Medicines, Inc. RVMD-403,321 shares · -72%
- Immunovant Inc. IMVT-1.2 million shares · -81%
- Abivax SA ABVX-343,925 shares · -55%
- Biohaven Ltd BHVN-2.1 million shares · -67%
- Praxis Precision Medicines I PRAX-75,291 shares · -67%
- Definium Therapeutics Inc. DFTX-513,842 shares · -79%
- Spyre Therapeutics Inc. SYRE-228,286 shares · -68%
and 33 more in the table below
Sold out of 22
- Syndax Pharmaceuticals Inc. SNDX$56.8 million last quarter
- MBX Biosciences Inc. MBX$29.8 million last quarter
- Dyne Therapeutics Inc. DYN$18.4 million last quarter
- Edgewise Therapeutics Inc. EWTX$18.3 million last quarter
- Denali Therapeutics Inc. DNLI$16.4 million last quarter
- Nurix Therapeutics Inc. NRIX$9.8 million last quarter
- Evommune Inc. EVMN$8.8 million last quarter
- Sensei Biotherapeutics Inc. FTH$8.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Tango Therapeutics Inc. TNGX | 1.2M | $38.2 million | 6.62% | +821.2K |
| Abivax SA ABVX | 283.7K | $37.8 million | 6.54% | -343.9K |
| Revolution Medicines, Inc. RVMD | 159.9K | $30.0 million | 5.18% | -403.3K |
| Erasca Inc. ERAS | 1.6M | $28.7 million | 4.96% | +1.1M |
| Tyra Biosciences Inc. TYRA | 632.8K | $20.2 million | 3.50% | +246.4K |
| Dianthus Therapeutics Inc. DNTH | 200.9K | $19.6 million | 3.39% | +29.8K |
| Enliven Therapeutics Inc. ELVN | 346.9K | $17.6 million | 3.05% | -380.0K |
| Mineralys Therapeutics Inc. MLYS | 602.7K | $16.3 million | 2.81% | -464.1K |
| Biohaven Ltd BHVN | 1.1M | $15.8 million | 2.74% | -2.1M |
| Surrozen Inc. SRZN | 602.8K | $13.8 million | 2.39% | -118.8K |
| Kiniksa Pharmaceuticals Intl KNSA | 209.2K | $13.4 million | 2.32% | new |
| Scholar Rock Holding Corporation SRRK | 239.1K | $13.2 million | 2.28% | -1.8M |
| Alkermes plc. ALKS | 248.0K | $13.0 million | 2.25% | +87.0K |
| First Tracks Biotherapeutics TRAX | 622.7K | $12.5 million | 2.17% | new |
| Praxis Precision Medicines I PRAX | 37.2K | $12.5 million | 2.16% | -75.3K |
| Roivant Sciences Ltd. ROIV | 348.4K | $12.3 million | 2.13% | -423.2K |
| Bioage Labs Inc. BIOA | 464.2K | $11.4 million | 1.97% | -213.1K |
| CG Oncology Inc. CGON | 159.3K | $11.3 million | 1.96% | -251.9K |
| Oruka Therapeutics Inc. ORKA | 116.5K | $11.1 million | 1.92% | new |
| Immunovant Inc. IMVT | 276.5K | $10.7 million | 1.84% | -1.2M |
| Celcuity Inc. CELC | 98.2K | $10.3 million | 1.78% | -21.9K |
| Relmada Therapeutics Inc. RLMD | 1.5M | $10.1 million | 1.75% | +265.3K |
| Eliem Therapeutics Inc. CLYM | 742.7K | $9.7 million | 1.68% | new |
| Spyre Therapeutics Inc. SYRE | 106.9K | $9.5 million | 1.64% | -228.3K |
| Zura Bio Ltd ZURA | 1.4M | $8.1 million | 1.40% | -138.8K |
| Inflarx NV IFRX | 3.2M | $7.2 million | 1.25% | new |
| Amylyx Pharmaceuticals Inc. AMLX | 384.3K | $6.9 million | 1.19% | -955.1K |
| Celldex Therapeutics Inc. CLDX | 178.4K | $6.6 million | 1.15% | -330.1K |
| Ovid Therapeutics Inc. OVID | 2.4M | $6.5 million | 1.13% | new |
| Equillium Inc. EQ | 2.0M | $6.5 million | 1.12% | new |
| Definium Therapeutics Inc. DFTX | 137.1K | $6.5 million | 1.12% | -513.8K |
| Cytokinetics Inc. CYTK | 75.6K | $6.4 million | 1.11% | -183.6K |
| Galecto Inc. DMRA | 216.2K | $5.6 million | 0.97% | new |
| Inventiva SA IVA | 1.4M | $5.4 million | 0.93% | new |
| Century Therapeutics Inc. IPSC | 2.1M | $5.3 million | 0.91% | new |
| Aura Biosciences Inc. AURA | 714.3K | $5.1 million | 0.88% | new |
| Eyepoint Pharmaceuticals Inc. EYPT | 338.5K | $4.8 million | 0.84% | -1.3M |
| Assembly Biosciences Inc. ASMB | 170.4K | $4.7 million | 0.81% | -200.5K |
| Aadi Bioscience Inc. WHWK | 1.0M | $4.7 million | 0.81% | -857.7K |
| Xenon Pharmaceuticals Inc. XENE | 76.1K | $4.6 million | 0.79% | -205.4K |
| Uniqure NV QURE | 88.1K | $4.1 million | 0.70% | -68.0K |
| Compass Pathways PLC CMPS | 284.8K | $4.0 million | 0.70% | new |
| Avalyn Pharma Inc. AVLN | 118.0K | $3.9 million | 0.67% | new |
| Maplight Therapeutics Inc. MPLT | 106.9K | $3.8 million | 0.66% | -93.1K |
| Alumis Inc. ALMS | 135.7K | $3.8 million | 0.66% | -323.4K |
| Axsome Therapeutics Inc. AXSM | 15.4K | $3.8 million | 0.65% | new |
| Monte Rosa Therapeutics Inc. GLUE | 153.5K | $3.7 million | 0.64% | new |
| Acadia Pharmaceuticals Inc. ACAD | 143.2K | $3.6 million | 0.63% | -342.0K |
| Solid Biosciences Inc. SLDB | 358.8K | $3.6 million | 0.62% | -32.0K |
| Personalis Inc. PSNL | 247.8K | $3.3 million | 0.57% | new |
| Crescent Biopharma Inc. CBIO | 182.4K | $3.3 million | 0.57% | new |
| Arrowhead Pharmaceuticals, Inc. ARWR | 39.2K | $3.2 million | 0.55% | new |
| Kodiak Sciences Inc. KOD | 75.9K | $3.0 million | 0.51% | new |
| Pharvaris N V PHVS | 80.9K | $2.8 million | 0.48% | -92.4K |
| Monopar Therapeutics Inc. MNPR | 30.1K | $2.8 million | 0.48% | new |
| Rapport Therapeutics Inc. RAPP | 66.6K | $2.8 million | 0.48% | new |
| Newamsterdam Pharma Company NAMS | 77.6K | $2.6 million | 0.46% | -283.7K |
| Sionna Therapeutics Inc SION | 59.4K | $2.6 million | 0.45% | -13.7K |
| Arcutis Biotherapeutics Inc. ARQT | 98.9K | $2.6 million | 0.45% | -728.6K |
| C4 Therapeutics Inc. CCCC | 523.6K | $2.4 million | 0.42% | -382.8K |
| Spruce Biosciences Inc. SPRB | 41.4K | $2.2 million | 0.39% | +28.7K |
| Cue Biopharma Inc. Com CUE | 67.0K | $2.1 million | 0.37% | new |
| Structure Therapeutics Inc. GPCR | 38.2K | $2.0 million | 0.35% | -362.4K |
| Protagonist Therapeutics, Inc. PTGX | 16.3K | $2.0 million | 0.35% | -128.9K |
| Helix Acquisition Corp. III HLXC | 171.7K | $1.8 million | 0.32% | -438.4K |
| Biodesix Inc. BDSX | 70.0K | $1.6 million | 0.27% | -70.0K |
| Tenax Therapeutics Inc. TENX | 96.3K | $1.4 million | 0.24% | -281.1K |
| Sab Biotherapeutics Inc. SABS | 342.6K | $1.3 million | 0.23% | -407.4K |
| CalciMedica, Inc. (calc) CALC | 1.2M | $1.2 million | 0.21% | new |
| LB Pharmaceuticals Inc. LBRX | 31.8K | $1.0 million | 0.18% | -68.2K |
| Cellectar Biosciences Inc. CLRB | 354.9K | $986,728 | 0.17% | new |
| Proqr Thrapeutics N V PRQR | 431.1K | $801,760 | 0.14% | new |
| Vistagen Therapeutics Inc. VTGN | 616.7K | $17,276 | 0.00% | -616.7K |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 22 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Personalis Inc. PSNL | Calls | 470.0K | $810,750 |
| Biohaven Ltd BHVN | Calls | 500.0K | $525,000 |
| SPDR Ser Trust XBI | Puts | 250.0K | $400,000 |
| AstraZeneca PLC AZN | Calls | 25.0K | $180,000 |
| SPDR Ser Trust XBI | Calls | 400.0K | $178,000 |
| Tango Therapeutics Inc. TNGX | Calls | 100.0K | $175,000 |
| Revolution Medicines, Inc. RVMD | Puts | 30.0K | $127,500 |
| Erasca Inc. ERAS | Puts | 200.0K | $90,000 |
| ARK Investment Management LLC ARKG | Puts | 100.0K | $75,000 |
| Roivant Sciences Ltd. ROIV | Puts | 100.0K | $40,000 |
| Amgen Inc. AMGN | Puts | 15.0K | $15,000 |
11 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.