STEMPOINT CAPITAL LP
CIK: 0001952142SEC EDGAR →
Portfolio Value
$583.2M
Holdings
75
As of
Q4 2025
New Positions
43
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VISTAGEN THERAPEUTICS INC | 616,749 | $142.0M | 24.35% |
| 2 | CNTACall CENTESSA PHARMACEUTICALS PLC | 1,229,114 | $54.9M | 9.41% |
| 3 | ABIVAX SA | 391,783 | $52.8M | 9.06% |
| 4 | SRRKCall SCHOLAR ROCK HLDG CORP | 1,163,893 | $39.6M | 6.78% |
| 5 | SYNDAX PHARMACEUTICALS INC | 1,339,379 | $28.1M | 4.83% |
| 6 | STRUCTURE THERAPEUTICS INC | 351,073 | $24.4M | 4.19% |
| 7 | ARCELLX INC | 332,860 | $21.7M | 3.72% |
| 8 | ROIVANT SCIENCES LTD | 966,698 | $21.0M | 3.60% |
| 9 | TERNS PHARMACEUTICALS INC | 429,198 | $17.3M | 2.97% |
| 10 | TWIST BIOSCIENCE CORP | 518,355 | $16.4M | 2.82% |
Quarterly Changes
Top Buys
New Positions (35)
$28.1M · 1.3M shares
$16.4M · 518K shares
$16.4M · 645K shares
$9.9M · 607K shares
$9.9M · 4.2M shares
$9.3M · 147K shares
$9.0M · 361K shares
$7.6M · 97K shares
$7.2M · 35K shares
$6.5M · 354K shares
$6.4M · 610K shares
$6.2M · 21K shares
$6.1M · 81K shares
$5.2M · 126K shares
$5.1M · 5K shares
$4.8M · 154K shares
$4.7M · 987K shares
$4.6M · 348K shares
$4.4M · 1.0M shares
$2.6M · 16K shares
$2.5M · 739K shares
$2.5M · 136K shares
$2.1M · 9K shares
$1.8M · 100K shares
$1.6M · 58K shares
$1.6M · 73K shares
$1.5M · 9K shares
$1.3M · 2.0M shares
$1.2M · 68K shares
$1.1M · 32K shares
$965K · 62K shares
$548K · 147K shares
$520K · 59K shares
$515K · 18K shares
$458K · 355K shares
Closed Positions (40)
$280.4M · 1.5M shares
$75.6M · 1.8M shares
$30.0M · 200K shares
$21.1M · 1.5M shares
$16.5M · 1.5M shares
$15.4M · 2.1M shares
$14.6M · 152K shares
$10.4M · 300K shares
$9.2M · 12K shares
$8.6M · 918K shares
$7.8M · 545K shares
$7.2M · 242K shares
$6.6M · 127K shares
$6.3M · 43K shares
$5.8M · 137K shares
$5.1M · 39K shares
$5.0M · 114K shares
$3.0M · 189K shares
$2.8M · 58K shares
$2.7M · 1.9M shares
$2.6M · 6K shares
$2.5M · 63K shares
$2.3M · 4K shares
$2.1M · 245K shares
$2.0M · 166K shares
$1.8M · 389K shares
$1.6M · 150K shares
$1.6M · 364K shares
$1.6M · 276K shares
$1.5M · 690K shares
$906K · 77K shares
$900K · 75K shares
$860K · 39K shares
$711K · 96K shares
$691K · 57K shares
$656K · 36K shares
$521K · 167K shares
$402K · 76K shares
$138K · 50K shares
$59K · 40K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 74 | $746.3M | 99.4% |
| Unknown | 1 | $4.7M | 0.6% |