Stempoint Capital Lp Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $378.33 million in total holdings as of March 31, 2024.Stempoint Capital Lp owns shares of 50 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 47.81% of the portfolio was purchased this quarter.About 50.33% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 63 new stocks and bought additional shares in 18 stocks.Stempoint Capital Lp sold shares of 9 stocks and completely divested from 35 stocks this quarter.Largest Holdings Roivant Sciences $37,513,766Crinetics Pharmaceuticals $29,169,823Syndax Pharmaceuticals $26,203,514Arcutis Biotherapeutics $22,376,084Immunovant $20,584,487 Largest New Holdings this Quarter Pyxis Oncology $7,643,271 HoldingTOURMALINE BIO INC $6,279,615 HoldingSoleno Therapeutics $4,957,652 HoldingJanux Therapeutics $4,579,821 HoldingIDEAYA Biosciences $3,834,805 Holding Largest Purchases this Quarter Crinetics Pharmaceuticals 545,214 shares (about $20.01M)Roivant Sciences 2,134,728 shares (about $18.61M)Autolus Therapeutics 2,764,346 shares (about $16.32M)Immunovant 555,213 shares (about $13.03M)Cabaletta Bio 1,053,210 shares (about $12.75M) Largest Sales this Quarter SPYRE THERAPEUTICS INC 316,513 shares (about $12.01M)Astria Therapeutics 626,679 shares (about $7.29M)Arcellx 123,960 shares (about $6.44M)Merus 182,935 shares (about $6.16M)Immatics 528,288 shares (about $5.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStempoint Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorROIVRoivant Sciences$37,513,766$18,607,014 ▲98.4%4,303,8449.9%MedicalCRNXCrinetics Pharmaceuticals$29,169,823$20,010,086 ▲218.5%794,7897.7%MedicalSNDXSyndax Pharmaceuticals$26,203,514$154,557 ▲0.6%1,100,9886.9%MedicalARQTArcutis Biotherapeutics$22,376,084$3,221,518 ▲16.8%3,030,8995.9%MedicalIMVTImmunovant$20,584,487$13,028,283 ▲172.4%877,2285.4%MedicalAUTLAutolus Therapeutics$18,990,050$16,324,510 ▲612.4%3,215,7215.0%MedicalFOLDAmicus Therapeutics$18,345,321$10,216,162 ▲125.7%1,947,1414.8%MedicalCABACabaletta Bio$18,201,807$12,746,939 ▲233.7%1,503,9164.8%MedicalKALVKalVista Pharmaceuticals$13,770,172$8,751,328 ▲174.4%1,161,0603.6%MedicalAPLTApplied Therapeutics$13,715,709$7,547,075 ▲122.3%2,017,0163.6%MedicalLLYEli Lilly and Company$11,721,5230.0%15,0673.1%MedicalMRUSMerus$10,743,711$6,163,623 ▼-36.5%318,8712.8%MedicalACLXArcellx$9,890,570$6,443,761 ▼-39.4%190,2672.6%MedicalVTGNVistagen Therapeutics$9,292,077$293,553 ▲3.3%1,848,5822.5%MedicalTARSTarsus Pharmaceuticals$8,120,147$7,195,847 ▲778.5%272,2532.1%MedicalPYXSPyxis Oncology$7,643,271$7,643,271 ▲New Holding1,794,1952.0%MedicalINSMInsmed$7,391,514$2,682,316 ▲57.0%272,4482.0%MedicalTOURMALINE BIO INC$6,279,615$6,279,615 ▲New Holding274,2191.7%COMANABAnaptysBio$6,070,221$5,056,821 ▲499.0%269,5481.6%MedicalLRMRLarimar Therapeutics$5,623,256$321,019 ▼-5.4%740,8771.5%MedicalIMTXImmatics$5,170,142$5,552,307 ▼-51.8%491,9261.4%MedicalSLNOSoleno Therapeutics$4,957,652$4,957,652 ▲New Holding115,8331.3%MedicalSLRNAcelyrin$4,824,718$859,950 ▲21.7%714,7731.3%MedicalBHVNBiohaven$4,685,982$87,020 ▲1.9%113,4611.2%MedicalJANXJanux Therapeutics$4,579,821$4,579,821 ▲New Holding121,6421.2%MedicalMLTXMoonLake Immunotherapeutics$4,553,199$3,903,072 ▼-46.2%90,6471.2%MedicalANNXAnnexon$4,338,689$14,218 ▼-0.3%605,1171.1%MedicalFULCFulcrum Therapeutics$3,843,100$288,250 ▲8.1%407,1081.0%MedicalIDYAIDEAYA Biosciences$3,834,805$3,834,805 ▲New Holding87,3931.0%MedicalJASPER THERAPEUTICS INC$3,793,635$3,793,635 ▲New Holding129,2111.0%COM NEWAVADEL PHARMACEUTICALS PLC$3,777,617$3,777,617 ▲New Holding223,6601.0%COMIRONDisc Medicine$3,743,632$4,127,839 ▼-52.4%60,1291.0%MedicalTSHATaysha Gene Therapies$3,121,943$3,121,943 ▲New Holding1,087,7850.8%MedicalATXSAstria Therapeutics$2,676,878$7,285,019 ▼-73.1%230,2730.7%MedicalSPYRE THERAPEUTICS INC$2,361,256$12,005,337 ▼-83.6%62,2530.6%COM NEWHELIX ACQUISITION CORP II$2,080,000$2,080,000 ▲New Holding200,0000.5%CL A ORD SHSEFFECTOR THERAPEUTICS INC$1,910,891$1,910,891 ▲New Holding132,7930.5%COM NEWNAMSNewAmsterdam Pharma$1,899,899$1,899,899 ▲New Holding80,3340.5%MedicalCG ONCOLOGY INC$1,787,740$1,787,740 ▲New Holding40,7230.5%COMACHLAchilles Therapeutics$1,732,188$1,732,188 ▲New Holding1,385,7500.5%MedicalPRAXIS PRECISION MEDICINES I$1,641,011$1,641,011 ▲New Holding26,8930.4%COM NEWDIANTHUS THERAPEUTICS INC$1,303,680$1,303,680 ▲New Holding43,4560.3%COMCARGO THERAPEUTICS INC$1,141,132$541,282 ▲90.2%51,1260.3%COMKYVERNA THERAPEUTICS INC$1,018,440$1,018,440 ▲New Holding41,0000.3%COMXBISPDR S&P Biotech ETF$876,000$876,000 ▲New Holding1,200,0000.2%ETFTARAProtara Therapeutics$688,637$688,637 ▲New Holding256,3420.2%MedicalRNAAvidity Biosciences$183,750$183,750 ▲New Holding75,0000.0%MedicalVERAVera Therapeutics$75,000$75,000 ▲New Holding40,0000.0%MedicalKRYSKrystal Biotech$71,000$71,000 ▲New Holding20,0000.0%MedicalUTHRUnited Therapeutics$10,750$10,750 ▲New Holding10,0000.0%MedicalPTGXProtagonist Therapeutics$0$11,778,705 ▼-100.0%00.0%MedicalBBIOBridgeBio Pharma$0$10,251,881 ▼-100.0%00.0%MedicalARGENX SE$0$10,075,308 ▼-100.0%00.0%CALLMRKMerck & Co., Inc.$0$9,704,524 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$9,562,864 ▼-100.0%00.0%MedicalTEVA PHARMACEUTICAL INDS LTD$0$7,324,673 ▼-100.0%00.0%CALLLNTHLantheus$0$6,752,482 ▼-100.0%00.0%MedicalLEGNLegend Biotech$0$6,296,791 ▼-100.0%00.0%MedicalSPYSPDR S&P 500 ETF Trust$0$5,904,051 ▼-100.0%00.0%FinanceSAGESage Therapeutics$0$4,730,973 ▼-100.0%00.0%MedicalMDGLMadrigal Pharmaceuticals$0$4,730,333 ▼-100.0%00.0%MedicalANIPANI Pharmaceuticals$0$4,707,963 ▼-100.0%00.0%MedicalALPNAlpine Immune Sciences$0$4,692,153 ▼-100.0%00.0%MedicalETNB89bio$0$4,560,231 ▼-100.0%00.0%MedicalCBAYCymaBay Therapeutics$0$4,304,934 ▼-100.0%00.0%MedicalOLMAOlema Pharmaceuticals$0$3,946,457 ▼-100.0%00.0%MedicalSCPHscPharmaceuticals$0$3,556,413 ▼-100.0%00.0%MedicalFATEFate Therapeutics$0$3,359,253 ▼-100.0%00.0%MedicalKNSAKiniksa Pharmaceuticals$0$3,211,609 ▼-100.0%00.0%MedicalNBIXNeurocrine Biosciences$0$2,964,600 ▼-100.0%00.0%MedicalJASPER THERAPEUTICS INC$0$2,924,910 ▼-100.0%00.0%CALLMORPHOSYS AG$0$2,747,102 ▼-100.0%00.0%CALLEYPTEyePoint Pharmaceuticals$0$2,212,367 ▼-100.0%00.0%MedicalACIUAC Immune$0$2,172,940 ▼-100.0%00.0%MedicalCYTKCytokinetics$0$2,013,027 ▼-100.0%00.0%MedicalARWRArrowhead Pharmaceuticals$0$1,806,563 ▼-100.0%00.0%MedicalAMBRX BIOPHARMA INC$0$1,795,678 ▼-100.0%00.0%COMRAPTRAPT Therapeutics$0$1,452,483 ▼-100.0%00.0%MedicalOCULOcular Therapeutix$0$1,247,230 ▼-100.0%00.0%MedicalAMLXAmylyx Pharmaceuticals$0$1,227,368 ▼-100.0%00.0%MedicalSTTKShattuck Labs$0$1,053,472 ▼-100.0%00.0%MedicalIWMiShares Russell 2000 ETF$0$573,750 ▼-100.0%00.0%FinanceARKGARK Genomic Revolution ETF$0$375,000 ▼-100.0%00.0%ETFIBBiShares Biotechnology ETF$0$360,000 ▼-100.0%00.0%FinanceQQQInvesco QQQ$0$231,600 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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