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CIK: 0001952142
Total reported value
$580.5M
$580.5M
76 檔
27.8%
During the Q1 2026 filing period, Stempoint Capital LP (CIK: 0001952142) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $580.5M across 76 reported positions.
Stempoint Capital LP executed strategic sector rebalancing during Q1 2026, establishing 37 new positions while fully exiting 36 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRRK | Scholar Rock Holding CORP | Stock-Other | 9.86% | -7.59% | -2.44% | |
| 2 | ABVX | Abivax Sa-adr | Stock-Other | 6.69% | -0.18% | -19.91% | |
| 3 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 5.45% | -5.45% | EXIT | |
| 4 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 5.34% | -0.16% | +515.22% | |
| 5 | IMVT | Immunovant Inc | Stock-Other | 3.60% | -1.76% | +31.25% | |
| 6 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.47% | -1.32% | +167.09% | |
| 7 | MBX | Mbx Biosciences Inc | Stock-Other | 2.85% | -2.85% | EXIT | |
| 8 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 2.77% | +0.03% | +83.89% | |
| 9 | ELVN | Enliven Therapeutics Inc | Stock-Other | 2.73% | +0.30% | — | |
| 10 | CGON | Cg Oncology Inc | Stock-Other | 2.66% | -0.71% | — | |
| 11 | BHVN | Biohaven Ltd. | Stock-Other | 2.58% | +0.24% | — | |
| 12 | SRZN | Surrozen Inc | Stock-Other | 2.58% | -0.21% | -15.19% | |
| 13 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 2.05% | +0.08% | -60.09% | |
| 14 | EYPT | Eyepoint Inc | Stock-Other | 2.00% | -1.17% | +129.13% | |
| 15 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.87% | -1.42% | +84.12% | |
| 16 | GPCR | Structure Therapeutics Inc | Stock-Other | 1.85% | -1.50% | -42.96% | |
| 17 | AMLX | Amylyx Pharmaceuticals Inc | Stock-Other | 1.78% | -0.59% | +18.50% | |
| 18 | DYN | Dyne Therapeutics Inc | Stock-Other | 1.76% | -1.76% | EXIT | |
| 19 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.75% | -1.75% | EXIT | |
| 20 | CYTK | Cytokinetics Inc | Stock-Healthcare | 1.64% | -0.53% | -11.84% | |
| 21 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.62% | +0.02% | +417.67% | |
| 22 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.57% | -1.57% | EXIT | |
| 23 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 1.57% | -0.78% | -59.62% | |
| 24 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.54% | -0.40% | — | |
| 25 | TYRA | Tyra Biosciences Inc | Stock-Other | 1.47% | +2.01% | — | |
| 26 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.46% | -1.12% | +22.12% | |
| 27 | DNTH | Dianthus Therapeutics Inc | Stock-Other | 1.37% | +2.00% | +7.84% | |
| 28 | CELC | Celcuity Inc | Stock-Other | 1.31% | +0.46% | -49.24% | |
| 29 | DFTX | Definium Therapeutics Inc | Stock-Other | 1.18% | -0.07% | — | |
| 30 | BIOA | Bioage Labs Inc | Stock-Other | 1.13% | +0.83% | — | |
| 31 | NAMS | NewAmsterdam Pharma Company N.V. | Stock-Other | 1.11% | -0.66% | +147.12% | |
| 32 | ACAD | Acadia Pharmaceuticals Inc | Stock-Healthcare | 1.03% | -0.41% | — | |
| 33 | ASMB | Assembly Biosciences Inc | Stock-Other | 0.99% | -0.18% | +18.32% | |
| 34 | ALMS | Alumis Inc | Stock-Other | 0.97% | -0.31% | — | |
| 35 | NRIX | Nurix Therapeutics Inc | Stock-Other | 0.94% | -0.94% | EXIT | |
| 36 | ✓ | Zura Bio LTD | Stock-Other | 0.86% | +0.53% | — | |
| 37 | EVMN | Evommune Inc | Stock-Other | 0.84% | -0.84% | EXIT | |
| 38 | TNGX | Tango Therapeutics Inc | Stock-Other | 0.80% | +5.82% | — | |
| 39 | FTH | Faeth Therapeutics Inc | Stock-Other | 0.80% | -0.80% | EXIT | |
| 40 | RLMD | Relmada Therapeutics Inc | Stock-Other | 0.80% | +0.94% | — | |
| 41 | ERAS | Erasca Inc | Stock-Other | 0.74% | +4.22% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.72% | EXIT | |
| 43 | XFOR | X4 Pharmaceuticals Inc | Stock-Other | 0.67% | -0.67% | EXIT | |
| 44 | PCVX | Vaxcyte Inc | Stock-Other | 0.66% | -0.66% | EXIT | |
| 45 | WHWK | Whitehawk Therapeutics Inc | Stock-Other | 0.62% | +0.19% | -35.61% | |
| 46 | ✓ | Helix Acquisition CORP Iii | Stock-Other | 0.59% | -0.28% | — | |
| 47 | TENX | Tenax Therapeutics Inc | Stock-Other | 0.58% | -0.34% | — | |
| 48 | ALKS | Alkermes plc | Stock-Healthcare | 0.54% | +1.70% | — | |
| 49 | PHVS | Pharvaris N.V. | Stock-Other | 0.47% | +0.01% | +48.38% | |
| 50 | IVVD | Invivyd Inc | Stock-Other | 0.47% | -0.47% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | +4.5% | +515.22% | Add |
| 2 | SRRK | Scholar Rock Holding CORP | +3.1% | -2.44% | Trim |
| 3 | MBX | Mbx Biosciences Inc | +2.4% | +535.84% | Add |
| 4 | PRAX | Praxis Precision Medicines I | +2.4% | +167.09% | Add |
| 5 | SYRE | Spyre Therapeutics Inc | +1.4% | +417.67% | Add |
| 6 | MLYS | Mineralys Therapeutics Inc | +1% | +83.89% | Add |
| 7 | EYPT | Eyepoint Inc | +0.9% | +129.13% | Add |
| 8 | DNTH | Dianthus Therapeutics Inc | +0.8% | +7.84% | Add |
| 9 | IMVT | Immunovant Inc | +0.8% | +31.25% | Add |
| 10 | ARQT | Arcutis Biotherapeutics Inc | +0.8% | +84.12% | Add |
| 11 | NAMS | NewAmsterdam Pharma Company N.V. | +0.7% | +147.12% | Add |
| 12 | EVMN | Evommune Inc | +0.6% | +184.15% | Add |
| 13 | SNDX | Syndax Pharmaceuticals Inc | +0.6% | +1.97% | Add |
| 14 | AMLX | Amylyx Pharmaceuticals Inc | +0.6% | +18.50% | Add |
| 15 | PTGX | Protagonist Therapeutics Inc | +0.6% | +22.12% | Add |
| 16 | SRZN | Surrozen Inc | +0.4% | -15.19% | Trim |
| 17 | DNLI | Denali Therapeutics Inc | +0.4% | +1.79% | Add |
| 18 | EWTX | Edgewise Therapeutics Inc | +0.2% | -19.40% | Trim |
| 19 | SABS | Sab Biotherapeutics Inc | +0.2% | +155.87% | Add |
| 20 | PHVS | Pharvaris N.V. | +0.2% | +48.38% | Add |
| 21 | CAPR | Capricor Therapeutics Inc | +0.1% | +110.56% | Add |
| 22 | MPLT | Maplight Therapeutics Inc | +0.1% | — | Unchanged |
| 23 | ASMB | Assembly Biosciences Inc | +0.1% | +18.32% | Add |
| 24 | QURE | uniQure N.V. | +0.1% | +79.52% | Add |
| 25 | XFOR | X4 Pharmaceuticals Inc | +0.1% | -5.31% | Trim |
| 26 | IVVD | Invivyd Inc | +0.1% | +89.38% | Add |
| 27 | CYTK | Cytokinetics Inc | 0% | -11.84% | Trim |
| 28 | WHWK | Whitehawk Therapeutics Inc | 0% | -35.61% | Trim |
| 29 | VTGN | Vistagen Therapeutics Inc | 0% | — | Unchanged |
| 30 | AVTX | Avalo Therapeutics Inc | 0% | -0.60% | Trim |
| 31 | JNJ | Johnson & Johnson | -0.5% | -55.96% | Trim |
| 32 | CELC | Celcuity Inc | -0.7% | -49.24% | Trim |
| 33 | DYN | Dyne Therapeutics Inc | -1% | -39.41% | Trim |
| 34 | XENE | Xenon Pharmaceuticals Inc | -1.1% | -59.62% | Trim |
| 35 | ROIV | Roivant Sciences Ltd. | -1.6% | -60.09% | Trim |
| 36 | GPCR | Structure Therapeutics Inc | -2.3% | -42.96% | Trim |
| 37 | ABVX | Abivax Sa-adr | -2.4% | -19.91% | Trim |
| 38 | TWST | Twist Bioscience CORP | -2.4% | -91.68% | Trim |
| 39 | 430 | Terns Pharmaceuticals Inc | -3% | -76.70% | Trim |
| 40 | 260 | Centessa Pharmaceuticals-adr | — | EXIT | Sold out |
| 41 | ACLXGBX | Arcellx Inc | — | EXIT | Sold out |
| 42 | ELVN | Enliven Therapeutics Inc | — | NEW | New buy |
| 43 | CGON | Cg Oncology Inc | — | NEW | New buy |
| 44 | BHVN | Biohaven Ltd. | — | NEW | New buy |
| 45 | MDGL | Madrigal Pharmaceuticals Inc | — | EXIT | Sold out |
| 46 | ADPT | Adaptive Biotechnologies | — | EXIT | Sold out |
| 47 | PALI | Palisade Bio Inc | — | EXIT | Sold out |
| 48 | CLDX | Celldex Therapeutics Inc | — | NEW | New buy |
| 49 | TYRA | Tyra Biosciences Inc | — | NEW | New buy |
| 50 | DRUG | Bright Minds Biosciences Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Stempoint Capital LP reported a total U.S. public equity portfolio value of $580.5M across 76 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including SRRK, ABVX, SNDX) accounted for 27.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
ELVN
市值: $14.2M
Top Position Liquidated / Trimmed
260
前期市值: $28.9M
During Q1 2026, Stempoint Capital LP's top holdings by market value included SRRK (9.9%)、ABVX (6.7%)、SNDX (5.5%). The largest single position, SRRK, represented 9.9% of total portfolio value.
In Q1 2026, Stempoint Capital LP made 110 total portfolio adjustments, initiating 37 new buys, adding to 21 positions, trimming 16 holdings, and fully liquidating 36 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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