Stempoint Capital Lp Top Holdings and 13F Report (2024) About Stempoint Capital LpInvestment ActivityStempoint Capital Lp has $334.02 million in total holdings as of September 30, 2024.Stempoint Capital Lp owns shares of 50 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 31.30% of the portfolio was purchased this quarter.About 49.29% of the portfolio was sold this quarter.This quarter, Stempoint Capital Lp has purchased 42 new stocks and bought additional shares in 9 stocks.Stempoint Capital Lp sold shares of 18 stocks and completely divested from 13 stocks this quarter.Largest Holdings Syndax Pharmaceuticals $33,707,177Roivant Sciences $31,963,711Merus $21,044,251Immunovant $19,242,739Arcutis Biotherapeutics $16,550,857 Largest New Holdings this Quarter Bristol-Myers Squibb $14,244,177 HoldingIncyte $8,559,289 HoldingDay One Biopharmaceuticals $7,062,204 HoldingAcelyrin $6,497,020 HoldingSoleno Therapeutics $6,219,207 Holding Largest Purchases this Quarter Bristol-Myers Squibb 275,303 shares (about $14.24M)Syndax Pharmaceuticals 549,015 shares (about $9.44M)Incyte 129,490 shares (about $8.56M)PRAXIS PRECISION MEDICINES I 144,775 shares (about $8.33M)Day One Biopharmaceuticals 506,978 shares (about $7.06M) Largest Sales this Quarter Arcutis Biotherapeutics 3,937,074 shares (about $32.13M)Arcellx 220,633 shares (about $18.43M)Crinetics Pharmaceuticals 337,280 shares (about $17.24M)Edgewise Therapeutics 251,157 shares (about $6.70M)Immunovant 140,878 shares (about $3.11M) 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$33,707,177$9,435,973 ▲38.9%1,961,19110.1%MedicalROIVRoivant Sciences$31,963,711$658,680 ▲2.1%2,769,8199.6%MedicalMRUSMerus$21,044,251$6,622,398 ▲45.9%421,2226.3%MedicalIMVTImmunovant$19,242,739$3,112,371 ▼-13.9%871,0015.8%MedicalARQTArcutis Biotherapeutics$16,550,857$32,126,101 ▼-66.0%2,028,3185.0%MedicalFOLDAmicus Therapeutics$15,825,720$141,382 ▼-0.9%1,481,8094.7%MedicalBMYBristol-Myers Squibb$14,244,177$14,244,177 ▲New Holding275,3034.3%MedicalAPLTApplied Therapeutics$13,289,461$2,980,874 ▼-18.3%1,806,1864.0%MedicalCRNXCrinetics Pharmaceuticals$10,925,947$17,235,009 ▼-61.2%213,8153.3%MedicalBHVNBiohaven$10,815,507$840,246 ▼-7.2%216,4403.2%MedicalPRAXIS PRECISION MEDICINES I$10,013,916$8,330,353 ▲494.8%174,0343.0%COM NEWAUTLAutolus Therapeutics$9,498,265$167,452 ▼-1.7%2,616,6022.8%MedicalINCYIncyte$8,559,289$8,559,289 ▲New Holding129,4902.6%MedicalDNLIDenali Therapeutics$8,216,117$904,195 ▲12.4%282,0502.5%MedicalDAWNDay One Biopharmaceuticals$7,062,204$7,062,204 ▲New Holding506,9782.1%MedicalSLRNAcelyrin$6,497,020$6,497,020 ▲New Holding1,317,8541.9%MedicalSLNOSoleno Therapeutics$6,219,207$6,219,207 ▲New Holding123,1771.9%MedicalCABACabaletta Bio$6,034,256$473,600 ▲8.5%1,278,4441.8%MedicalIMTXImmatics$5,131,476$598,705 ▼-10.4%449,7351.5%MedicalKROSKeros Therapeutics$5,048,025$5,048,025 ▲New Holding86,9301.5%MedicalACLXArcellx$5,016,947$18,425,063 ▼-78.6%60,0761.5%MedicalVTGNVistagen Therapeutics$4,900,565$4,750 ▼-0.1%1,846,7921.5%MedicalNRIXNurix Therapeutics$4,561,747$5,797 ▼-0.1%203,0151.4%MedicalTCRXTScan Therapeutics$4,287,536$79,092 ▲1.9%860,9511.3%MedicalZURAZura Bio$4,239,322$4,239,322 ▲New Holding1,044,1681.3%MedicalIDYAIDEAYA Biosciences$4,204,031$979,419 ▲30.4%132,7031.3%MedicalTERNTerns Pharmaceuticals$3,747,337$3,747,337 ▲New Holding449,3211.1%MedicalPERSPECTIVE THERAPEUTICS INC$3,178,421$1,411,442 ▼-30.8%238,0841.0%COM NEWPYXSPyxis Oncology$3,120,271$1,293,547 ▼-29.3%850,2100.9%MedicalNEUROGENE INC$3,075,626$222,472 ▼-6.7%73,2990.9%COMURGNUroGen Pharma$3,073,197$3,073,197 ▲New Holding241,9840.9%MedicalVIGLVigil Neuroscience$2,528,645$2,356 ▼-0.1%743,7190.8%MedicalWVEWave Life Sciences$2,460,000$2,460,000 ▲New Holding300,0000.7%MedicalBBIOBridgeBio Pharma$2,415,772$2,415,772 ▲New Holding94,8850.7%MedicalJANXJanux Therapeutics$2,244,923$1,977,749 ▼-46.8%49,4150.7%MedicalSURROZEN INC$2,191,358$472,108 ▲27.5%182,9180.7%COM NEWRYTMRhythm Pharmaceuticals$2,162,031$2,162,031 ▲New Holding41,2680.6%MedicalHELIX ACQUISITION CORP II$2,089,9800.0%200,0000.6%CL A ORD SHSSRPTSarepta Therapeutics$1,875,098$1,875,098 ▲New Holding15,0140.6%MedicalTARAProtara Therapeutics$1,725,428$75,498 ▼-4.2%942,8570.5%MedicalPERCEPTIVE CAP SOLUTIONS COR$1,503,0000.0%150,0000.4%CL A ORD SHSTOURMALINE BIO INC$1,427,496$1,427,496 ▲New Holding55,5230.4%COMCAPRCapricor Therapeutics$1,424,234$1,424,234 ▲New Holding93,6380.4%MedicalALKSAlkermes$1,369,215$1,369,215 ▲New Holding48,9180.4%MedicalCNTACentessa Pharmaceuticals$1,337,755$1,337,755 ▲New Holding83,6620.4%MedicalMBX BIOSCIENCES INC$1,299,000$1,299,000 ▲New Holding50,0000.4%COMCYTKCytokinetics$763,699$763,699 ▲New Holding14,4640.2%MedicalRVMDRevolution Medicines$755,259$755,259 ▲New Holding16,6540.2%MedicalATXSAstria Therapeutics$618,876$618,876 ▲New Holding56,2870.2%MedicalEWTXEdgewise Therapeutics$531,131$6,703,380 ▼-92.7%19,9000.2%MedicalIMCRImmunocore$0$11,500,605 ▼-100.0%00.0%MedicalMRKMerck & Co., Inc.$0$10,153,452 ▼-100.0%00.0%MedicalGSKGSK$0$9,468,421 ▼-100.0%00.0%MedicalKALVKalVista Pharmaceuticals$0$8,679,092 ▼-100.0%00.0%MedicalINSMInsmed$0$5,827,660 ▼-100.0%00.0%MedicalCLDXCelldex Therapeutics$0$5,346,724 ▼-100.0%00.0%MedicalLRMRLarimar Therapeutics$0$5,106,530 ▼-100.0%00.0%MedicalCRBPCorbus Pharmaceuticals$0$4,591,925 ▼-100.0%00.0%MedicalFULCFulcrum Therapeutics$0$4,318,077 ▼-100.0%00.0%MedicalSPYRE THERAPEUTICS INC$0$3,537,080 ▼-100.0%00.0%COM NEWJASPER THERAPEUTICS INC$0$3,263,693 ▼-100.0%00.0%COM NEWBDTXBlack Diamond Therapeutics$0$3,141,763 ▼-100.0%00.0%MedicalSLNSilence Therapeutics$0$2,372,454 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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