Stempoint Capital LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Stempoint Capital LP reported 73 stock positions worth $577.9 million. Its top holding was Tango Therapeutics (TNGX) at 6.6% of the portfolio, followed by Abivax SA-ADR (ABVX, 6.5%) and Revolution Medicines (RVMD, 5.2%). Compared with Q1 2026, it opened 25 new positions, sold out of 22, added to 18 and reduced 29. The biggest buy was Tango Therapeutics (TNGX, shares +509%) and the biggest sale Scholar Rock (SRRK, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001952142
- Portfolio Value
- $577.9M (Q2 2026)
- SEC Filing
- 0001420506-26-001687 ↗ filed Aug 14, 2026
Holdings Value
Holdings 73 stocks · $577.9M
| TNGX Tango Therapeutics Inc. | 6.62% | 1,223,019 | $38.2M | Add +508.7% |
| ABVX Abivax SA-ADR | 6.54% | 283,657 | $37.8M | Reduce -9.6% |
| RVMD Revolution Medicines Inc. | 5.18% | 159,943 | $30.0M | Reduce -43.2% |
| ERAS Erasca Inc. | 4.96% | 1,565,913 | $28.7M | Add +552.8% |
| TYRA Tyra Biosciences Inc. | 3.50% | 632,754 | $20.2M | Add +227.6% |
| DNTH Dianthus Therapeutics Inc. | 3.39% | 200,851 | $19.6M | Add +134.9% |
| ELVN Enliven Therapeutics Inc. | 3.05% | 346,914 | $17.6M | Reduce -4.5% |
| MLYS Mineralys Therapeutics Inc. | 2.81% | 602,686 | $16.3M | Add +13.0% |
| BHVN Biohaven Ltd. | 2.74% | 1,064,200 | $15.8M | Reduce -33.3% |
| SRZN Surrozen Inc. | 2.39% | 602,798 | $13.8M | Add +14.7% |
| KNSA Kiniksa Pharmaceuticals Inte | 2.32% | 209,234 | $13.4M | New |
| SRRK Scholar Rock Holding Corp. | 2.28% | 239,146 | $13.2M | Reduce -76.9% |
| ALKS Alkermes PLC | 2.25% | 248,015 | $13.0M | Add +208.1% |
| TRAX First Tracks Biotherapeutics | 2.17% | 622,723 | $12.5M | New |
| PRAX Praxis Precision Medicines I | 2.16% | 37,243 | $12.5M | Reduce -33.8% |
| ROIV Roivant Sciences Ltd. | 2.13% | 348,408 | $12.3M | Reduce -9.7% |
| BIOA Bioage Labs Inc. | 1.97% | 464,171 | $11.4M | Add +37.1% |
| CGON CG Oncology Inc. | 1.96% | 159,349 | $11.3M | Reduce -22.5% |
| ORKA Oruka Therapeutics Inc. | 1.92% | 116,461 | $11.1M | New |
| IMVT Immunovant Inc. | 1.84% | 276,527 | $10.7M | Reduce -63.0% |
| CELC Celcuity Inc. | 1.78% | 98,203 | $10.3M | Add +63.5% |
| RLMD Relmada Therapeutics Inc. | 1.75% | 1,460,093 | $10.1M | Add +144.4% |
| CLYM Climb Bio Inc. | 1.68% | 742,745 | $9.7M | New |
| SYRE Spyre Therapeutics Inc. | 1.64% | 106,926 | $9.5M | Reduce -36.2% |
| ZURA Zura Bio Ltd. | 1.40% | 1,368,215 | $8.1M | Add +81.6% |
| IFRX Inflarx NV | 1.25% | 3,228,255 | $7.2M | New |
| AMLX Amylyx Pharmaceuticals Inc. | 1.19% | 384,304 | $6.9M | Reduce -42.6% |
| CLDX Celldex Therapeutics Inc. | 1.15% | 178,412 | $6.6M | Reduce -29.8% |
| OVID Ovid Therapeutics Inc. | 1.13% | 2,417,283 | $6.5M | New |
| EQ Equillium Inc. | 1.12% | 2,016,607 | $6.5M | New |
| DFTX Definium Therapeutics Inc. | 1.12% | 137,124 | $6.5M | Reduce -57.9% |
| CYTK Cytokinetics Inc. | 1.11% | 75,603 | $6.4M | Reduce -41.6% |
| DMRA Damora Therapeutics Inc. | 0.97% | 216,194 | $5.6M | New |
| IVA Inventiva SA - ADR | 0.93% | 1,426,320 | $5.4M | New |
| IPSC Century Therapeutics Inc. | 0.91% | 2,146,182 | $5.3M | New |
| AURA Aura Biosciences Inc. | 0.88% | 714,280 | $5.1M | New |
| EYPT Eyepoint Inc. | 0.84% | 338,471 | $4.8M | Reduce -58.3% |
| ASMB Assembly Biosciences Inc. | 0.81% | 170,378 | $4.7M | Reduce -8.1% |
| WHWK Whitehawk Therapeutics Inc. | 0.81% | 1,021,037 | $4.7M | Add +8.7% |
| XENE Xenon Pharmaceuticals Inc. | 0.79% | 76,075 | $4.6M | Reduce -46.0% |
| QURE Uniqure NV | 0.70% | 88,115 | $4.1M | Add +12.9% |
| CMPS Compass Pathways PLC | 0.70% | 284,769 | $4.0M | New |
| AVLN Avalyn Pharma Inc. | 0.67% | 118,000 | $3.9M | New |
| MPLT Maplight Therapeutics Inc. | 0.66% | 106,906 | $3.8M | Add +6.9% |
| ALMS Alumis Inc. | 0.66% | 135,736 | $3.8M | Reduce -40.9% |
| AXSM Axsome Therapeutics Inc. | 0.65% | 15,375 | $3.8M | New |
| GLUE Monte Rosa Therapeutics Inc. | 0.64% | 153,544 | $3.7M | New |
| ACAD Acadia Pharmaceuticals Inc. | 0.63% | 143,167 | $3.6M | Reduce -41.0% |
| SLDB Solid Biosciences Inc. | 0.62% | 358,780 | $3.6M | Add +83.6% |
| PSNL Personalis Inc. | 0.57% | 247,783 | $3.3M | New |
| CBIO Crescent Biopharma Inc. | 0.57% | 182,382 | $3.3M | New |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.55% | 39,198 | $3.2M | New |
| KOD Kodiak Sciences Inc. | 0.51% | 75,872 | $3.0M | New |
| PHVS Pharvaris NV | 0.48% | 80,907 | $2.8M | Reduce -6.6% |
| MNPR Monopar Therapeutics Inc. | 0.48% | 30,125 | $2.8M | New |
| RAPP Rapport Therapeutics Inc. | 0.48% | 66,582 | $2.8M | New |
| NAMS Newamsterdam Pharma Co. NV | 0.46% | 77,589 | $2.6M | Reduce -57.0% |
| SION Sionna Therapeutics Inc. | 0.45% | 59,426 | $2.6M | Add +62.6% |
| ARQT Arcutis Biotherapeutics Inc. | 0.45% | 98,945 | $2.6M | Reduce -76.1% |
| CCCC C4 Therapeutics Inc. | 0.42% | 523,648 | $2.4M | Add +15.5% |
| SPRB Spruce Biosciences Inc. | 0.39% | 41,388 | $2.2M | Add +550.8% |
| CUE Cue Biopharma Inc. | 0.37% | 66,995 | $2.1M | New |
| GPCR Structure Therapeutics Inc. | 0.35% | 38,178 | $2.0M | Reduce -80.9% |
| PTGX Protagonist Therapeutics Inc. | 0.35% | 16,303 | $2.0M | Reduce -77.5% |
| HLXC Helix Acquisition Corp. Class A | 0.32% | 171,671 | $1.8M | Reduce -43.7% |
| BDSX Biodesix Inc. | 0.27% | 70,000 | $1.6M | Reduce -0.0% |
| TENX Tenax Therapeutics Inc. | 0.24% | 96,273 | $1.4M | Reduce -49.0% |
| SABS Sab Biotherapeutics Inc. | 0.23% | 342,631 | $1.3M | Reduce -8.6% |
| CALC Calcimedica Inc. | 0.21% | 1,244,864 | $1.2M | New |
| LBRX LB Pharmaceuticals Inc. | 0.18% | 31,785 | $1.0M | Reduce -36.4% |
| CLRB Cellectar Biosciences Inc. | 0.17% | 354,938 | $987K | New |
| PRQR Proqr Therapeutics NV | 0.14% | 431,054 | $802K | New |
| VTGN Vistagen Therapeutics Inc. | 0.00% | 616,749 | $17K | No change |
Options reported separately and not counted above: PSNL calls ($811K), BHVN calls ($525K), XBI puts ($400K), AZN calls ($180K), XBI calls ($178K), TNGX calls ($175K), RVMD puts ($128K), ERAS puts ($90K), ARKG puts ($75K), ROIV puts ($40K), AMGN puts ($15K).
Portfolio Sells Q1 2026 → Q2 2026
| SRRK Scholar Rock Holding Corp. | Reduce -76.9% | 2.28% | −7.51 |
| SNDX Syndax Pharmaceuticals Inc. | Sold out | 0.00% | −5.46 |
| MBX MBX Biosciences Inc. | Sold out | 0.00% | −2.87 |
| DYN Dyne Therapeutics Inc. | Sold out | 0.00% | −1.76 |
| EWTX Edgewise Therapeutics Inc. | Sold out | 0.00% | −1.76 |
| IMVT Immunovant Inc. | Reduce -63.0% | 1.84% | −1.72 |
| DNLI Denali Therapeutics Inc. | Sold out | 0.00% | −1.57 |
| GPCR Structure Therapeutics Inc. | Reduce -80.9% | 0.35% | −1.50 |
| ARQT Arcutis Biotherapeutics Inc. | Reduce -76.1% | 0.45% | −1.43 |
| PRAX Praxis Precision Medicines I | Reduce -33.8% | 2.16% | −1.33 |
| EYPT Eyepoint Inc. | Reduce -58.3% | 0.84% | −1.17 |
| PTGX Protagonist Therapeutics Inc. | Reduce -77.5% | 0.35% | −1.12 |
| NRIX Nurix Therapeutics Inc. | Sold out | 0.00% | −0.94 |
| EVMN Evommune Inc. | Sold out | 0.00% | −0.84 |
| FTH Faeth Therapeutics Inc. | Sold out | 0.00% | −0.81 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -46.0% | 0.79% | −0.78 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.72 |
| CGON CG Oncology Inc. | Reduce -22.5% | 1.96% | −0.72 |
| XFOR X4 Pharmaceuticals Inc. | Sold out | 0.00% | −0.68 |
| PCVX Vaxcyte Inc. | Sold out | 0.00% | −0.66 |
| NAMS Newamsterdam Pharma Co. NV | Reduce -57.0% | 0.46% | −0.66 |
| AMLX Amylyx Pharmaceuticals Inc. | Reduce -42.6% | 1.19% | −0.59 |
| CYTK Cytokinetics Inc. | Reduce -41.6% | 1.11% | −0.53 |
| IVVD Invivyd Inc. | Sold out | 0.00% | −0.47 |
| JBIO Jade Biosciences Inc. | Sold out | 0.00% | −0.42 |
| ACAD Acadia Pharmaceuticals Inc. | Reduce -41.0% | 0.63% | −0.41 |
| CLDX Celldex Therapeutics Inc. | Reduce -29.8% | 1.15% | −0.40 |
| TWST Twist Bioscience Corp. | Sold out | 0.00% | −0.39 |
| AVTX Avalo Therapeutics Inc. | Sold out | 0.00% | −0.39 |
| IONS Ionis Pharmaceuticals Inc. | Sold out | 0.00% | −0.38 |
| IMCR Immunocore Holdings PLC-ADR | Sold out | 0.00% | −0.37 |
| TENX Tenax Therapeutics Inc. | Reduce -49.0% | 0.24% | −0.34 |
| ALMS Alumis Inc. | Reduce -40.9% | 0.66% | −0.31 |
| FBRX Forte Biosciences Inc. | Sold out | 0.00% | −0.29 |
| HLXC Helix Acquisition Corp. Class A | Reduce -43.7% | 0.32% | −0.28 |
| LPCN Lipocine Inc. | Sold out | 0.00% | −0.25 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.22 |
| CAPR Capricor Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| ASMB Assembly Biosciences Inc. | Reduce -8.1% | 0.81% | −0.18 |
| ABVX Abivax SA-ADR | Reduce -9.6% | 6.54% | −0.18 |
| STRO Sutro Biopharma Inc. | Sold out | 0.00% | −0.11 |
| RVMD Revolution Medicines Inc. | Reduce -43.2% | 5.18% | −0.08 |
| DFTX Definium Therapeutics Inc. | Reduce -57.9% | 1.12% | −0.07 |
| LBRX LB Pharmaceuticals Inc. | Reduce -36.4% | 0.18% | −0.06 |
| SABS Sab Biotherapeutics Inc. | Reduce -8.6% | 0.23% | −0.04 |
| PHVS Pharvaris NV | Reduce -6.6% | 0.48% | +0.01 |
| SYRE Spyre Therapeutics Inc. | Reduce -36.2% | 1.64% | +0.02 |
| BDSX Biodesix Inc. | Reduce -0.0% | 0.27% | +0.08 |
| ROIV Roivant Sciences Ltd. | Reduce -9.7% | 2.13% | +0.08 |
| BHVN Biohaven Ltd. | Reduce -33.3% | 2.74% | +0.15 |
Portfolio Buys Q1 2026 → Q2 2026
| TNGX Tango Therapeutics Inc. | Add +508.7% | 6.62% | +5.81 |
| ERAS Erasca Inc. | Add +552.8% | 4.96% | +4.22 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 2.32% | +2.32 |
| TRAX First Tracks Biotherapeutics | New | 2.17% | +2.17 |
| TYRA Tyra Biosciences Inc. | Add +227.6% | 3.50% | +2.08 |
| DNTH Dianthus Therapeutics Inc. | Add +134.9% | 3.39% | +2.01 |
| ORKA Oruka Therapeutics Inc. | New | 1.92% | +1.92 |
| ALKS Alkermes PLC | Add +208.1% | 2.25% | +1.70 |
| CLYM Climb Bio Inc. | New | 1.68% | +1.68 |
| IFRX Inflarx NV | New | 1.25% | +1.25 |
| OVID Ovid Therapeutics Inc. | New | 1.13% | +1.13 |
| EQ Equillium Inc. | New | 1.12% | +1.12 |
| DMRA Damora Therapeutics Inc. | New | 0.97% | +0.97 |
| RLMD Relmada Therapeutics Inc. | Add +144.4% | 1.75% | +0.95 |
| IVA Inventiva SA - ADR | New | 0.93% | +0.93 |
| IPSC Century Therapeutics Inc. | New | 0.91% | +0.91 |
| AURA Aura Biosciences Inc. | New | 0.88% | +0.88 |
| BIOA Bioage Labs Inc. | Add +37.1% | 1.97% | +0.83 |
| CMPS Compass Pathways PLC | New | 0.70% | +0.70 |
| AVLN Avalyn Pharma Inc. | New | 0.67% | +0.67 |
| AXSM Axsome Therapeutics Inc. | New | 0.65% | +0.65 |
| GLUE Monte Rosa Therapeutics Inc. | New | 0.64% | +0.64 |
| PSNL Personalis Inc. | New | 0.57% | +0.57 |
| CBIO Crescent Biopharma Inc. | New | 0.57% | +0.57 |
| ARWR Arrowhead Pharmaceuticals Inc. | New | 0.55% | +0.55 |
| ZURA Zura Bio Ltd. | Add +81.6% | 1.40% | +0.54 |
| KOD Kodiak Sciences Inc. | New | 0.51% | +0.51 |
| MNPR Monopar Therapeutics Inc. | New | 0.48% | +0.48 |
| RAPP Rapport Therapeutics Inc. | New | 0.48% | +0.48 |
| CELC Celcuity Inc. | Add +63.5% | 1.78% | +0.46 |
| QURE Uniqure NV | Add +12.9% | 0.70% | +0.46 |
| CUE Cue Biopharma Inc. | New | 0.37% | +0.37 |
| SLDB Solid Biosciences Inc. | Add +83.6% | 0.62% | +0.35 |
| SPRB Spruce Biosciences Inc. | Add +550.8% | 0.39% | +0.31 |
| MPLT Maplight Therapeutics Inc. | Add +6.9% | 0.66% | +0.27 |
| CALC Calcimedica Inc. | New | 0.21% | +0.21 |
| CCCC C4 Therapeutics Inc. | Add +15.5% | 0.42% | +0.19 |
| WHWK Whitehawk Therapeutics Inc. | Add +8.7% | 0.81% | +0.19 |
| SION Sionna Therapeutics Inc. | Add +62.6% | 0.45% | +0.17 |
| CLRB Cellectar Biosciences Inc. | New | 0.17% | +0.17 |
| PRQR Proqr Therapeutics NV | New | 0.14% | +0.14 |
| MLYS Mineralys Therapeutics Inc. | Add +13.0% | 2.81% | +0.04 |
| SRZN Surrozen Inc. | Add +14.7% | 2.39% | −0.20 |
Options Activity Q1 2026 → Q2 2026
| PSNL Personalis Inc. | call | New | 470,000 | $811K |
| SRRK Scholar Rock Holding Corp. | call | Sold out | 100,000 | $588Kbefore exit |
| BHVN Biohaven Ltd. | call | New | 500,000 | $525K |
| XBI SS SPDR S&P Biotech ETF | put | New | 250,000 | $400K |
| TYRA Tyra Biosciences Inc. | call | Sold out | 100,000 | $290Kbefore exit |
| IMVT Immunovant Inc. | call | Sold out | 100,000 | $255Kbefore exit |
| AZN Astrazeneca PLC | call | New | 25,000 | $180K |
| XBI SS SPDR S&P Biotech ETF | call | Add +166.7% | 400,000 | $178K |
| TNGX Tango Therapeutics Inc. | call | New | 100,000 | $175K |
| RVMD Revolution Medicines Inc. | put | Reduce -70.0% | 30,000 | $128K |
| ERAS Erasca Inc. | put | New | 200,000 | $90K |
| SNDX Syndax Pharmaceuticals Inc. | call | Sold out | 150,000 | $90Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 50,000 | $86Kbefore exit |
| ARKG ARK Genomic Revolution ETF | put | New | 100,000 | $75K |
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 40,000 | $74Kbefore exit |
| ROIV Roivant Sciences Ltd. | put | New | 100,000 | $40K |
| AMGN Amgen Inc. | put | New | 15,000 | $15K |
| BSX Boston Scientific Corp. | call | Sold out | 250,000 | $13Kbefore exit |
| TERN Terns Pharmaceuticals Inc. | call | Sold out | 100,000 | $8Kbefore exit |
| OLMA Olema Pharmaceuticals Inc. | call | Sold out | 25,000 | $4Kbefore exit |
| EW Edwards Lifesciences Corp. | call | Sold out | 10,000 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $577.9M | TNGX, ABVX, RVMD, ERAS, TYRA |
| Q1 2026Amended | 70 | $520.3M | SRRK, ABVX, SNDX, RVMD, IMVT |
| Q4 2025 | 75 | $582.7M | ABVX, SRRK, CNTA, SNDX, GPCR |
| Q3 2025 | 76 | $495.9M | ROIV, QURE, SRRK, IMVT, DNLI |
| Q2 2025 | 50 | $310.6M | SNDX, IMVT, SRRK, CNTA, MDGL |
| Q1 2025 | 52 | $313.1M | ROIV, SNDX, SRRK, ACLX, MRUS |
| Q4 2024 | 48 | $398.7M | SNDX, ROIV, IMVT, MRUS, CRNX |
| Q3 2024 | 50 | $333.4M | SNDX, ROIV, MRUS, IMVT, ARQT |
| Q2 2024Amended | 42 | $339.9M | SNDX, ROIV, IMVT, CRNX, MRUS |
| Q1 2024Amended | 45 | $374.3M | ROIV, CRNX, SNDX, ARQT, IMVT |