Stempoint Capital LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Stempoint Capital LP reported 70 stock positions worth $520.3 million. Its top holding was Scholar Rock (SRRK) at 9.8% of the portfolio, followed by Abivax SA-ADR (ABVX, 6.7%) and Syndax Pharmaceuticals (SNDX, 5.5%). Compared with Q4 2025, it opened 32 new positions, sold out of 37, added to 21 and reduced 15. The biggest buy was Revolution Medicines (RVMD, shares +354%) and the biggest sale an exit from Centessa Pharmaceuticals (CNTA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001952142
- Portfolio Value
- $520.3M (Q1 2026)
- SEC Filing
- 0001420506-26-001177 ↗ filed May 18, 2026
Holdings Value
Holdings 70 stocks · $520.3M
| SRRK Scholar Rock Holding Corp. | 9.78% | 1,035,496 | $50.9M | Add +16.8% |
| ABVX Abivax SA-ADR | 6.72% | 313,791 | $34.9M | Reduce -19.9% |
| SNDX Syndax Pharmaceuticals Inc. | 5.46% | 1,215,743 | $28.4M | Reduce -9.2% |
| RVMD Revolution Medicines Inc. | 5.26% | 281,632 | $27.4M | Add +354.0% |
| IMVT Immunovant Inc. | 3.56% | 746,494 | $18.5M | Add +15.7% |
| PRAX Praxis Precision Medicines I | 3.48% | 56,267 | $18.1M | Add +167.1% |
| MBX MBX Biosciences Inc. | 2.87% | 499,469 | $14.9M | Add +535.8% |
| MLYS Mineralys Therapeutics Inc. | 2.78% | 533,378 | $14.4M | Add +83.9% |
| ELVN Enliven Therapeutics Inc. | 2.74% | 363,438 | $14.2M | New |
| CGON CG Oncology Inc. | 2.67% | 205,622 | $13.9M | New |
| BHVN Biohaven Ltd. | 2.59% | 1,594,491 | $13.5M | New |
| SRZN Surrozen Inc. | 2.59% | 525,639 | $13.5M | Reduce -15.2% |
| ROIV Roivant Sciences Ltd. | 2.05% | 385,800 | $10.7M | Reduce -60.1% |
| EYPT Eyepoint Inc. | 2.01% | 810,764 | $10.5M | Add +129.1% |
| ARQT Arcutis Biotherapeutics Inc. | 1.87% | 413,792 | $9.7M | Add +84.1% |
| GPCR Structure Therapeutics Inc. | 1.86% | 200,267 | $9.7M | Reduce -43.0% |
| AMLX Amylyx Pharmaceuticals Inc. | 1.79% | 669,685 | $9.3M | Add +18.5% |
| DYN Dyne Therapeutics Inc. | 1.76% | 506,075 | $9.2M | Reduce -39.4% |
| EWTX Edgewise Therapeutics Inc. | 1.76% | 290,864 | $9.2M | Reduce -19.4% |
| CYTK Cytokinetics Inc. | 1.64% | 129,577 | $8.5M | Reduce -11.8% |
| SYRE Spyre Therapeutics Inc. | 1.63% | 167,606 | $8.5M | Add +417.7% |
| DNLI Denali Therapeutics Inc. | 1.57% | 426,561 | $8.2M | Add +1.8% |
| XENE Xenon Pharmaceuticals Inc. | 1.57% | 140,755 | $8.2M | Reduce -59.6% |
| CLDX Celldex Therapeutics Inc. | 1.55% | 254,267 | $8.1M | New |
| PTGX Protagonist Therapeutics Inc. | 1.47% | 72,577 | $7.6M | Add +22.1% |
| TYRA Tyra Biosciences Inc. | 1.42% | 193,177 | $7.4M | New |
| DNTH Dianthus Therapeutics Inc. | 1.38% | 85,502 | $7.2M | Add +7.8% |
| CELC Celcuity Inc. | 1.32% | 60,062 | $6.9M | Reduce -49.2% |
| DFTX Definium Therapeutics Inc. | 1.18% | 325,483 | $6.2M | New |
| BIOA Bioage Labs Inc. | 1.14% | 338,654 | $5.9M | New |
| NAMS Newamsterdam Pharma Co. NV | 1.11% | 180,658 | $5.8M | Add +147.1% |
| ACAD Acadia Pharmaceuticals Inc. | 1.04% | 242,566 | $5.4M | New |
| ASMB Assembly Biosciences Inc. | 0.99% | 185,435 | $5.1M | Add +18.3% |
| ALMS Alumis Inc. | 0.97% | 229,566 | $5.1M | New |
| NRIX Nurix Therapeutics Inc. | 0.94% | 315,226 | $4.9M | New |
| ZURA Zura Bio Ltd. | 0.86% | 753,520 | $4.5M | New |
| EVMN Evommune Inc. | 0.84% | 193,777 | $4.4M | Add +184.2% |
| TNGX Tango Therapeutics Inc. | 0.81% | 200,919 | $4.2M | New |
| FTH Faeth Therapeutics Inc. filed as SENSEI BIOTHERAPEUTICS INC | 0.81% | 132,873 | $4.2M | New |
| RLMD Relmada Therapeutics Inc. | 0.80% | 597,409 | $4.2M | New |
| ERAS Erasca Inc. | 0.75% | 239,861 | $3.9M | New |
| JNJ Johnson & Johnson | 0.72% | 15,415 | $3.8M | Reduce -56.0% |
| XFOR X4 Pharmaceuticals Inc. | 0.68% | 850,742 | $3.5M | Reduce -5.3% |
| PCVX Vaxcyte Inc. | 0.66% | 59,061 | $3.4M | New |
| WHWK Whitehawk Therapeutics Inc. | 0.62% | 939,369 | $3.2M | Reduce -35.6% |
| HLXC Helix Acquisition Corp. Class A | 0.60% | 305,028 | $3.1M | New |
| TENX Tenax Therapeutics Inc. | 0.58% | 188,700 | $3.0M | New |
| ALKS Alkermes PLC | 0.55% | 80,492 | $2.8M | New |
| PHVS Pharvaris NV | 0.47% | 86,637 | $2.4M | Add +48.4% |
| IVVD Invivyd Inc. | 0.47% | 1,874,546 | $2.4M | Add +89.4% |
| JBIO Jade Biosciences Inc. | 0.42% | 154,034 | $2.2M | New |
| TWST Twist Bioscience Corp. | 0.39% | 43,110 | $2.0M | Reduce -91.7% |
| MPLT Maplight Therapeutics Inc. | 0.39% | 100,000 | $2.0M | No change |
| AVTX Avalo Therapeutics Inc. | 0.39% | 134,742 | $2.0M | Reduce -0.6% |
| IONS Ionis Pharmaceuticals Inc. | 0.38% | 26,385 | $2.0M | New |
| IMCR Immunocore Holdings PLC-ADR | 0.37% | 63,543 | $1.9M | New |
| FBRX Forte Biosciences Inc. | 0.29% | 58,020 | $1.5M | New |
| SION Sionna Therapeutics Inc. | 0.28% | 36,540 | $1.5M | New |
| SABS Sab Biotherapeutics Inc. | 0.28% | 375,000 | $1.4M | Add +155.9% |
| SLDB Solid Biosciences Inc. | 0.27% | 195,403 | $1.4M | New |
| LPCN Lipocine Inc. | 0.25% | 160,420 | $1.3M | New |
| QURE Uniqure NV | 0.25% | 78,066 | $1.3M | Add +79.5% |
| LBRX LB Pharmaceuticals Inc. | 0.24% | 50,000 | $1.2M | New |
| CCCC C4 Therapeutics Inc. | 0.23% | 453,236 | $1.2M | New |
| EW Edwards Lifesciences Corp. | 0.22% | 14,588 | $1.2M | New |
| CAPR Capricor Therapeutics Inc. | 0.22% | 37,592 | $1.1M | Add +110.6% |
| BDSX Biodesix Inc. | 0.20% | 70,004 | $1.0M | New |
| STRO Sutro Biopharma Inc. | 0.11% | 23,295 | $580K | New |
| SPRB Spruce Biosciences Inc. | 0.08% | 6,360 | $416K | New |
| VTGN Vistagen Therapeutics Inc. | 0.01% | 616,749 | $58K | No change |
Options reported separately and not counted above: SRRK calls ($588K), RVMD puts ($525K), TYRA calls ($290K), IMVT calls ($255K), XBI calls ($164K), SNDX calls ($90K), SPY calls ($86K), QQQ calls ($74K), BSX calls ($13K), TERN calls ($8K), OLMA calls ($4K), EW calls ($1K).
Portfolio Sells Q4 2025 → Q1 2026
| CNTA Centessa Pharmaceuticals Ltd. | Sold out | 0.00% | −4.95 |
| ACLX Arcellx Inc. | Sold out | 0.00% | −3.72 |
| TERN Terns Pharmaceuticals Inc. | Sold out | 0.00% | −2.98 |
| TWST Twist Bioscience Corp. | Reduce -91.7% | 0.39% | −2.43 |
| ABVX Abivax SA-ADR | Reduce -19.9% | 6.72% | −2.35 |
| GPCR Structure Therapeutics Inc. | Reduce -43.0% | 1.86% | −2.33 |
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −1.77 |
| ADPT Adaptive Biotechnologies | Sold out | 0.00% | −1.69 |
| PALI Palisade Bio Inc. | Sold out | 0.00% | −1.69 |
| ROIV Roivant Sciences Ltd. | Reduce -60.1% | 2.05% | −1.55 |
| DRUG Bright Minds Biosciences Inc. | Sold out | 0.00% | −1.30 |
| NKTR Nektar Therapeutics | Sold out | 0.00% | −1.29 |
| CLPT Clearpoint Neuro Inc. | Sold out | 0.00% | −1.13 |
| XENE Xenon Pharmaceuticals Inc. | Reduce -59.6% | 1.57% | −1.11 |
| IMTX Immatics NV | Sold out | 0.00% | −1.10 |
| OCUL Ocular Therapeutix Inc. | Sold out | 0.00% | −1.09 |
| RYTM Rhythm Pharmaceuticals Inc. | Sold out | 0.00% | −1.08 |
| APGE Apogee Therapeutics Inc. | Sold out | 0.00% | −1.04 |
| INCY Incyte Corp. | Sold out | 0.00% | −1.04 |
| DYN Dyne Therapeutics Inc. | Reduce -39.4% | 1.76% | −1.04 |
| IDYA Ideaya Biosciences Inc. | Sold out | 0.00% | −0.96 |
| MAZE Maze Therapeutics Inc. | Sold out | 0.00% | −0.90 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.88 |
| TRVI Trevi Therapeutics Inc. | Sold out | 0.00% | −0.86 |
| VRDN Viridian Therapeutics Inc. | Sold out | 0.00% | −0.82 |
| ABUS Arbutus Biopharma Corp. | Sold out | 0.00% | −0.81 |
| MLTX Moonlake Immunotherapeutics | Sold out | 0.00% | −0.79 |
| CTMX Cytomx Therapeutics Inc. | Sold out | 0.00% | −0.76 |
| CELC Celcuity Inc. | Reduce -49.2% | 1.32% | −0.71 |
| ASND Ascendis Pharma A/S | Sold out | 0.00% | −0.54 |
| JNJ Johnson & Johnson | Reduce -56.0% | 0.72% | −0.52 |
| RGEN Repligen Corp. | Sold out | 0.00% | −0.44 |
| QUINCE THERAPEUTICS INC | Sold out | 0.00% | −0.42 |
| MGTX Meiragtx Holdings PLC | Sold out | 0.00% | −0.39 |
| IVA Inventiva SA - ADR | Sold out | 0.00% | −0.37 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.37 |
| ADCT Adc Therapeutics SA | Sold out | 0.00% | −0.30 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −0.27 |
| BLTE Belite Bio Inc. - ADR | Sold out | 0.00% | −0.25 |
| XLO Xilio Therapeutics Inc. | Sold out | 0.00% | −0.22 |
| BBOT Bridgebio Oncology Therapeut | Sold out | 0.00% | −0.19 |
| TSHA Taysha Gene Therapies Inc. | Sold out | 0.00% | −0.17 |
| GLUE Monte Rosa Therapeutics Inc. | Sold out | 0.00% | −0.17 |
| VNDA Vanda Pharmaceuticals Inc. | Sold out | 0.00% | −0.09 |
| KTTA Pasithea Therapeutics Corp. | Sold out | 0.00% | −0.08 |
| AVTX Avalo Therapeutics Inc. | Reduce -0.6% | 0.39% | −0.04 |
| WHWK Whitehawk Therapeutics Inc. | Reduce -35.6% | 0.62% | +0.02 |
| CYTK Cytokinetics Inc. | Reduce -11.8% | 1.64% | +0.04 |
| XFOR X4 Pharmaceuticals Inc. | Reduce -5.3% | 0.68% | +0.06 |
| EWTX Edgewise Therapeutics Inc. | Reduce -19.4% | 1.76% | +0.22 |
Portfolio Buys Q4 2025 → Q1 2026
| RVMD Revolution Medicines Inc. | Add +354.0% | 5.26% | +4.42 |
| SRRK Scholar Rock Holding Corp. | Add +16.8% | 9.78% | +3.08 |
| ELVN Enliven Therapeutics Inc. | New | 2.74% | +2.74 |
| CGON CG Oncology Inc. | New | 2.67% | +2.67 |
| BHVN Biohaven Ltd. | New | 2.59% | +2.59 |
| MBX MBX Biosciences Inc. | Add +535.8% | 2.87% | +2.44 |
| PRAX Praxis Precision Medicines I | Add +167.1% | 3.48% | +2.42 |
| CLDX Celldex Therapeutics Inc. | New | 1.55% | +1.55 |
| SYRE Spyre Therapeutics Inc. | Add +417.7% | 1.63% | +1.44 |
| TYRA Tyra Biosciences Inc. | New | 1.42% | +1.42 |
| DFTX Definium Therapeutics Inc. | New | 1.18% | +1.18 |
| BIOA Bioage Labs Inc. | New | 1.14% | +1.14 |
| ACAD Acadia Pharmaceuticals Inc. | New | 1.04% | +1.04 |
| ALMS Alumis Inc. | New | 0.97% | +0.97 |
| MLYS Mineralys Therapeutics Inc. | Add +83.9% | 2.78% | +0.97 |
| NRIX Nurix Therapeutics Inc. | New | 0.94% | +0.94 |
| EYPT Eyepoint Inc. | Add +129.1% | 2.01% | +0.90 |
| ZURA Zura Bio Ltd. | New | 0.86% | +0.86 |
| DNTH Dianthus Therapeutics Inc. | Add +7.8% | 1.38% | +0.82 |
| TNGX Tango Therapeutics Inc. | New | 0.81% | +0.81 |
| FTH Faeth Therapeutics Inc. | New | 0.81% | +0.81 |
| RLMD Relmada Therapeutics Inc. | New | 0.80% | +0.80 |
| ARQT Arcutis Biotherapeutics Inc. | Add +84.1% | 1.87% | +0.75 |
| IMVT Immunovant Inc. | Add +15.7% | 3.56% | +0.75 |
| ERAS Erasca Inc. | New | 0.75% | +0.75 |
| NAMS Newamsterdam Pharma Co. NV | Add +147.1% | 1.11% | +0.67 |
| PCVX Vaxcyte Inc. | New | 0.66% | +0.66 |
| EVMN Evommune Inc. | Add +184.2% | 0.84% | +0.64 |
| AMLX Amylyx Pharmaceuticals Inc. | Add +18.5% | 1.79% | +0.62 |
| HLXC Helix Acquisition Corp. Class A | New | 0.60% | +0.60 |
| TENX Tenax Therapeutics Inc. | New | 0.58% | +0.58 |
| PTGX Protagonist Therapeutics Inc. | Add +22.1% | 1.47% | +0.58 |
| ALKS Alkermes PLC | New | 0.55% | +0.55 |
| JBIO Jade Biosciences Inc. | New | 0.42% | +0.42 |
| DNLI Denali Therapeutics Inc. | Add +1.8% | 1.57% | +0.39 |
| IONS Ionis Pharmaceuticals Inc. | New | 0.38% | +0.38 |
| IMCR Immunocore Holdings PLC-ADR | New | 0.37% | +0.37 |
| FBRX Forte Biosciences Inc. | New | 0.29% | +0.29 |
| SION Sionna Therapeutics Inc. | New | 0.28% | +0.28 |
| SLDB Solid Biosciences Inc. | New | 0.27% | +0.27 |
| LPCN Lipocine Inc. | New | 0.25% | +0.25 |
| LBRX LB Pharmaceuticals Inc. | New | 0.24% | +0.24 |
| CCCC C4 Therapeutics Inc. | New | 0.23% | +0.23 |
| EW Edwards Lifesciences Corp. | New | 0.22% | +0.22 |
| BDSX Biodesix Inc. | New | 0.20% | +0.20 |
| PHVS Pharvaris NV | Add +48.4% | 0.47% | +0.19 |
| SABS Sab Biotherapeutics Inc. | Add +155.9% | 0.28% | +0.18 |
| CAPR Capricor Therapeutics Inc. | Add +110.6% | 0.22% | +0.13 |
| STRO Sutro Biopharma Inc. | New | 0.11% | +0.11 |
| SPRB Spruce Biosciences Inc. | New | 0.08% | +0.08 |
Options Activity Q4 2025 → Q1 2026
| SRRK Scholar Rock Holding Corp. | call | Reduce -63.9% | 100,000 | $588K |
| RVMD Revolution Medicines Inc. | put | New | 100,000 | $525K |
| TYRA Tyra Biosciences Inc. | call | New | 100,000 | $290K |
| IMVT Immunovant Inc. | call | New | 100,000 | $255K |
| XBI SS SPDR S&P Biotech ETF | call | New | 150,000 | $164K |
| SNDX Syndax Pharmaceuticals Inc. | call | New | 150,000 | $90K |
| SPY SS SPDR S&P 500 ETF Trust-US | call | New | 50,000 | $86K |
| QQQ Invesco QQQ Trust Series 1 | call | New | 40,000 | $74K |
| CNTA Centessa Pharmaceuticals Ltd. | call | Sold out | 75,000 | $26Kbefore exit |
| BSX Boston Scientific Corp. | call | New | 250,000 | $13K |
| TERN Terns Pharmaceuticals Inc. | call | New | 100,000 | $8K |
| OLMA Olema Pharmaceuticals Inc. | call | New | 25,000 | $4K |
| EW Edwards Lifesciences Corp. | call | New | 10,000 | $1K |
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 |