Stempoint Capital Lp Top Holdings and 13F Report (2025) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $400.58 million in total holdings as of December 31, 2024.Stempoint Capital Lp owns shares of 51 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 53.45% of the portfolio was purchased this quarter.About 32.71% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 50 new stocks and bought additional shares in 20 stocks.Stempoint Capital Lp sold shares of 5 stocks and completely divested from 24 stocks this quarter.Largest Holdings Syndax Pharmaceuticals $38,026,810Roivant Sciences $32,092,164Immunovant $27,705,443Merus $25,852,845Crinetics Pharmaceuticals $16,211,278 Largest New Holdings this Quarter Xenon Pharmaceuticals $14,733,124 HoldingNuvalent $11,368,918 HoldingKalVista Pharmaceuticals $8,409,041 HoldingScholar Rock $7,415,289 HoldingInsmed $7,360,354 Holding Largest Purchases this Quarter Xenon Pharmaceuticals 375,845 shares (about $14.73M)Syndax Pharmaceuticals 1,145,510 shares (about $14.02M)Nuvalent 145,234 shares (about $11.37M)Alkermes 368,050 shares (about $10.59M)Centessa Pharmaceuticals 558,302 shares (about $9.35M) Largest Sales this Quarter Bristol-Myers Squibb 109,235 shares (about $6.18M)Protara Therapeutics 610,463 shares (about $3.22M)PRAXIS PRECISION MEDICINES I 39,856 shares (about $3.07M)Biohaven 30,027 shares (about $1.12M)Roivant Sciences 57,041 shares (about $674.80K) 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 PortfolioSectorSNDXSyndax Pharmaceuticals$38,026,810$14,021,334 ▲58.4%3,106,7019.5%MedicalROIVRoivant Sciences$32,092,164$674,795 ▼-2.1%2,712,7788.0%MedicalIMVTImmunovant$27,705,443$6,130,748 ▲28.4%1,118,5086.9%MedicalMRUSMerus$25,852,845$8,140,460 ▲46.0%614,8126.5%MedicalCRNXCrinetics Pharmaceuticals$16,211,278$5,278,917 ▲48.3%317,0604.0%MedicalXENEXenon Pharmaceuticals$14,733,124$14,733,124 ▲New Holding375,8453.7%MedicalINCYIncyte$13,373,541$4,429,666 ▲49.5%193,6233.3%MedicalALKSAlkermes$11,992,000$10,585,118 ▲752.4%416,9683.0%MedicalDNLIDenali Therapeutics$11,908,605$6,160,426 ▲107.2%584,3283.0%MedicalRYTMRhythm Pharmaceuticals$11,644,736$9,334,553 ▲404.1%208,0162.9%MedicalNUVLNuvalent$11,368,918$11,368,918 ▲New Holding145,2342.8%MedicalCNTACentessa Pharmaceuticals$10,752,897$9,351,559 ▲667.3%641,9642.7%MedicalPRAXIS PRECISION MEDICINES I$10,326,339$3,067,318 ▼-22.9%134,1782.6%COM NEWBMYBristol-Myers Squibb$9,392,806$6,178,332 ▼-39.7%166,0682.3%MedicalWVEWave Life Sciences$8,921,355$5,210,355 ▲140.4%721,2092.2%MedicalRVMDRevolution Medicines$8,465,221$7,736,775 ▲1,062.1%193,5352.1%MedicalKALVKalVista Pharmaceuticals$8,409,041$8,409,041 ▲New Holding992,8032.1%MedicalJANXJanux Therapeutics$7,810,201$5,164,522 ▲195.2%145,8761.9%MedicalARQTArcutis Biotherapeutics$7,559,081$173,498 ▲2.3%2,075,9661.9%MedicalSRRKScholar Rock$7,415,289$7,415,289 ▲New Holding266,3071.9%MedicalINSMInsmed$7,360,354$7,360,354 ▲New Holding106,6101.8%MedicalIOVAIovance Biotherapeutics$7,025,567$7,025,567 ▲New Holding949,4011.8%MedicalBNTXBioNTech$6,996,872$6,996,872 ▲New Holding61,4031.7%MedicalBHVNBiohaven$6,962,526$1,121,509 ▼-13.9%186,4131.7%MedicalVTGNVistagen Therapeutics$5,946,790$1,230,225 ▲26.1%2,328,4921.5%MedicalPTGXProtagonist Therapeutics$5,470,160$5,470,160 ▲New Holding141,7141.4%MedicalSLRNAcelyrin$5,353,151$1,215,089 ▲29.4%1,704,8251.3%MedicalSURROZEN INC$5,030,723$2,405,849 ▲91.7%350,5731.3%COM NEWMLYSMineralys Therapeutics$4,925,243$4,925,243 ▲New Holding400,1011.2%MedicalNEUMORA THERAPEUTICS INC.$4,538,252$4,538,252 ▲New Holding428,1371.1%COMEYPTEyePoint Pharmaceuticals$4,317,275$4,317,275 ▲New Holding579,5001.1%MedicalRAREUltragenyx Pharmaceutical$4,283,105$4,283,105 ▲New Holding101,8091.1%MedicalETNB89bio$4,268,156$4,268,156 ▲New Holding545,8001.1%MedicalCYTKCytokinetics$3,931,415$3,251,028 ▲477.8%83,5761.0%MedicalCONTINEUM THERAPEUTICS INC$3,894,453$3,894,453 ▲New Holding265,8331.0%CL AEWTXEdgewise Therapeutics$3,543,250$3,011,920 ▲566.9%132,7060.9%MedicalRCKTRocket Pharmaceuticals$3,406,256$3,406,256 ▲New Holding270,9830.9%MedicalJASPER THERAPEUTICS INC$2,891,517$2,891,517 ▲New Holding135,2440.7%COM NEWTOURMALINE BIO INC$2,563,392$1,437,386 ▲127.7%126,4000.6%COMELVNEnliven Therapeutics$2,176,110$2,176,110 ▲New Holding96,7160.5%MedicalHELIX ACQUISITION CORP II$2,109,450$9,450 ▲0.5%200,9000.5%CL A ORD SHSTARAProtara Therapeutics$1,755,040$3,223,244 ▼-64.7%332,3940.4%MedicalQUREuniQure$1,589,400$1,589,400 ▲New Holding90,0000.4%MedicalPERCEPTIVE CAP SOLUTIONS COR$1,527,0000.0%150,0000.4%CL A ORD SHSVRNAVerona Pharma$1,306,636$1,306,636 ▲New Holding28,1360.3%MedicalCIDARA THERAPEUTICS INC$1,280,617$1,280,617 ▲New Holding47,6420.3%COM NEWLIFEaTyr Pharma$725,720$725,720 ▲New Holding200,4750.2%MedicalQQQInvesco QQQ$514,500$514,500 ▲New Holding70,0000.1%FinanceTECTONIC THERAPEUTIC INC$435,568$435,568 ▲New Holding9,4340.1%COMSPYSPDR S&P 500 ETF Trust$413,775$413,775 ▲New Holding85,0000.1%FinanceHIMSHims & Hers Health$75,000$75,000 ▲New Holding75,0000.0%MedicalFOLDAmicus Therapeutics$0$15,825,720 ▼-100.0%00.0%MedicalAPLTApplied Therapeutics$0$13,289,461 ▼-100.0%00.0%MedicalAUTLAutolus Therapeutics$0$9,498,265 ▼-100.0%00.0%MedicalDAWNDay One Biopharmaceuticals$0$7,062,204 ▼-100.0%00.0%MedicalSLNOSoleno Therapeutics$0$6,219,207 ▼-100.0%00.0%MedicalCABACabaletta Bio$0$6,034,256 ▼-100.0%00.0%MedicalIMTXImmatics$0$5,131,476 ▼-100.0%00.0%MedicalKROSKeros Therapeutics$0$5,048,025 ▼-100.0%00.0%MedicalACLXArcellx$0$5,016,947 ▼-100.0%00.0%MedicalNRIXNurix Therapeutics$0$4,561,747 ▼-100.0%00.0%MedicalTCRXTScan Therapeutics$0$4,287,536 ▼-100.0%00.0%MedicalZURAZura Bio$0$4,239,322 ▼-100.0%00.0%MedicalIDYAIDEAYA Biosciences$0$4,204,031 ▼-100.0%00.0%MedicalTERNTerns Pharmaceuticals$0$3,747,337 ▼-100.0%00.0%MedicalPERSPECTIVE THERAPEUTICS INC$0$3,178,421 ▼-100.0%00.0%COM NEWPYXSPyxis Oncology$0$3,120,271 ▼-100.0%00.0%MedicalNEUROGENE INC$0$3,075,626 ▼-100.0%00.0%COMURGNUroGen Pharma$0$3,073,197 ▼-100.0%00.0%MedicalVIGLVigil Neuroscience$0$2,528,645 ▼-100.0%00.0%MedicalBBIOBridgeBio Pharma$0$2,415,772 ▼-100.0%00.0%MedicalSRPTSarepta Therapeutics$0$1,875,098 ▼-100.0%00.0%MedicalCAPRCapricor Therapeutics$0$1,424,234 ▼-100.0%00.0%MedicalMBX BIOSCIENCES INC$0$1,299,000 ▼-100.0%00.0%COMATXSAstria Therapeutics$0$618,876 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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