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CIK: 0001952142
Total reported value
$580.5M
$580.5M
50 檔
16.3%
The Q2 2025 SEC filing reveals that Stempoint Capital LP held a total portfolio value of $580.5M, covering 50 public equity positions.
During Q2 2025, Stempoint Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SNDX, IMVT, SRRK) accounted for 16.3% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 7.13% | -5.45% | EXIT | |
| 2 | IMVT | Immunovant Inc | Stock-Other | 6.78% | -1.76% | +64.14% | |
| 3 | SRRK | Scholar Rock Holding CORP | Stock-Other | 6.00% | -7.59% | -6.73% | |
| 4 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 5.34% | — | +113.31% | |
| 5 | MDGL | Madrigal Pharmaceuticals Inc | Stock-Healthcare | 5.12% | — | +28.72% | |
| 6 | ✓ | Merus N V | Stock-Other | 4.49% | — | -23.26% | |
| 7 | ACLXGBX | Arcellx Inc | Stock-Other | 4.26% | — | -26.42% | |
| 8 | CDTX | Cidara Therapeutics Inc | Stock-Other | 4.17% | — | — | |
| 9 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 3.58% | — | +303.40% | |
| 10 | ALKS | Alkermes plc | Stock-Healthcare | 3.22% | +1.70% | +82.54% | |
| 11 | DNLI | Denali Therapeutics Inc | Stock-Other | 3.18% | -1.57% | EXIT | |
| 12 | LEGN | Legend Biotech Corp-adr | Stock-Other | 3.08% | — | — | |
| 13 | GERN | Geron CORP | Stock-Other | 3.03% | — | +623.65% | |
| 14 | ZLAB | Zai Lab Ltd-adr | Stock-Other | 2.81% | — | +847.87% | |
| 15 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 2.74% | +0.03% | +405.27% | |
| 16 | QURE | uniQure N.V. | Stock-Other | 2.56% | +0.46% | -21.67% | |
| 17 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 2.37% | +0.08% | -41.18% | |
| 18 | AKRO | Akero Therapeutics Inc | Stock-Other | 2.00% | — | -25.23% | |
| 19 | INSM | Insmed Inc | Stock-Healthcare | 1.99% | — | -29.27% | |
| 20 | SRZN | Surrozen Inc | Stock-Other | 1.97% | -0.21% | +185.08% | |
| 21 | WVE | Wave Life Sciences Ltd. | Stock-Other | 1.88% | — | +902.24% | |
| 22 | LENZ | Lenz Therapeutics Inc | Stock-Other | 1.73% | — | — | |
| 23 | NUVL | Nuvalent Inc-a | Stock-Other | 1.47% | — | -68.58% | |
| 24 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 1.40% | — | -20.55% | |
| 25 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 1.32% | -0.01% | +1.97% | |
| 26 | APGE | Apogee Therapeutics Inc | Stock-Other | 1.18% | — | — | |
| 27 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.12% | — | +147.59% | |
| 28 | TARA | Protara Therapeutic Inc | Stock-Other | 1.11% | — | -3.94% | |
| 29 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 1.06% | — | +57.20% | |
| 30 | EYPT | Eyepoint Inc | Stock-Other | 0.99% | -1.17% | — | |
| 31 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 0.93% | -1.42% | -61.92% | |
| 32 | RZLT | Rezolute Inc | Stock-Other | 0.92% | — | — | |
| 33 | TSHA | Taysha Gene Therapies Inc | Stock-Other | 0.89% | — | — | |
| 34 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 0.89% | -0.66% | +45.96% | |
| 35 | BHVN | Biohaven Ltd. | Stock-Other | 0.79% | +0.24% | -30.26% | |
| 36 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.79% | — | — | |
| 37 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.76% | — | -73.79% | |
| 38 | JANX | Janux Therapeutics Inc | Stock-Other | 0.67% | — | -73.71% | |
| 39 | ORIC | Oric Pharmaceuticals Inc | Stock-Other | 0.65% | — | — | |
| 40 | MBX | Mbx Biosciences Inc | Stock-Other | 0.52% | -2.85% | EXIT | |
| 41 | ✓ | Stock-Other | 0.51% | — | — | ||
| 42 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.44% | -1.32% | — | |
| 43 | GHRS | GH Research PLC | Stock-Other | 0.39% | — | — | |
| 44 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.34% | +5.82% | — | |
| 45 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 0.30% | -1.12% | -65.94% | |
| 46 | TECX | Tectonic Therapeutic Inc | Stock-Other | 0.26% | — | — | |
| 47 | ✓ | Adc Therapeutics SA | Stock-Other | 0.24% | — | — | |
| 48 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 0.22% | — | — | |
| 49 | ABVX | Abivax Sa-adr | Stock-Other | 0.22% | -0.18% | — | |
| 50 | BRD1EUR | Mind Medicine Mindmed Inc | Stock-Other | 0.19% | — | — |
According to official SEC Form 13F filings, Stempoint Capital LP reported a total U.S. public equity portfolio value of $580.5M across 50 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Stempoint Capital LP's top holdings by market value included SNDX (7.1%)、IMVT (6.8%)、SRRK (6.0%). The largest single position, SNDX, represented 7.1% of total portfolio value.
In Q2 2025, Stempoint Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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