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StemPoint Capital LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心

StemPoint Capital LP

报告期 2026-03-31 · CIK 0001952142

持仓数

82

前50大市值合计

$492.9M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SRRK SCHOLAR ROCK HLDG CORP

COM

$50.9M

1,035,496

10.3%

ABVX ABIVAX SA

SPONSORED ADS

$34.9M

313,791

7.1%

SNDX SYNDAX PHARMACEUTICALS INC

COM

$28.4M

1,215,743

5.8%

RVMD REVOLUTION MEDICINES INC

COM

$27.4M

281,632

5.6%

IMVT IMMUNOVANT INC

COM

$18.5M

746,494

3.8%

PRAX PRAXIS PRECISION MEDICINES I

COM NEW

$18.1M

56,267

3.7%

MBX MBX BIOSCIENCES INC

COM

$14.9M

499,469

3.0%

MLYS MINERALYS THERAPEUTICS INC

COM

$14.4M

533,378

2.9%

ELVN ENLIVEN THERAPEUTICS INC

COM

$14.2M

363,438

2.9%

CGON CG ONCOLOGY INC

COM

$13.9M

205,622

2.8%

— BIOHAVEN LTD

COM

$13.5M

1,594,491

2.7%

SRZN SURROZEN INC

COM NEW

$13.5M

525,639

2.7%

— ROIVANT SCIENCES LTD

SHS

$10.7M

385,800

2.2%

EYPT EYEPOINT INC

COM NEW

$10.5M

810,764

2.1%

ARQT ARCUTIS BIOTHERAPEUTICS INC

COM

$9.7M

413,792

2.0%

GPCR STRUCTURE THERAPEUTICS INC

SPONSORED ADS

$9.7M

200,267

2.0%

AMLX AMYLYX PHARMACEUTICALS INC

COM

$9.3M

669,685

1.9%

DYN DYNE THERAPEUTICS INC

COM

$9.2M

506,075

1.9%

EWTX EDGEWISE THERAPEUTICS INC

COM

$9.2M

290,864

1.9%

CYTK CYTOKINETICS INC

COM NEW

$8.5M

129,577

1.7%

SYRE SPYRE THERAPEUTICS INC

COM NEW

$8.5M

167,606

1.7%

DNLI DENALI THERAPEUTICS INC

COM

$8.2M

426,561

1.7%

XENE XENON PHARMACEUTICALS INC

COM

$8.2M

140,755

1.7%

CLDX CELLDEX THERAPEUTICS INC NEW

COM NEW

$8.1M

254,267

1.6%

PTGX PROTAGONIST THERAPEUTICS INC

COM

$7.6M

72,577

1.6%

TYRA TYRA BIOSCIENCES INC

COM

$7.4M

193,177

1.5%

DNTH DIANTHUS THERAPEUTICS INC

COM

$7.2M

85,502

1.5%

CELC CELCUITY INC

COM

$6.9M

60,062

1.4%

DFTX DEFINIUM THERAPEUTICS INC

COM SHS

$6.2M

325,483

1.2%

BIOA BIOAGE LABS INC

COM

$5.9M

338,654

1.2%

— NEWAMSTERDAM PHARMA COMPANY

ORDINARY SHARES

$5.8M

180,658

1.2%

ACAD ACADIA PHARMACEUTICALS INC

COM

$5.4M

242,566

1.1%

ASMB ASSEMBLY BIOSCIENCES INC

COM NEW

$5.1M

185,435

1.0%

ALMS ALUMIS INC

COM

$5.1M

229,566

1.0%

NRIX NURIX THERAPEUTICS INC

COM

$4.9M

315,226

1.0%

— ZURA BIO LTD

CLASS A ORD SHS

$4.5M

753,520

0.9%

EVMN EVOMMUNE INC

COM SHS

$4.4M

193,777

0.9%

TNGX TANGO THERAPEUTICS INC

COM

$4.2M

200,919

0.9%

FTH SENSEI BIOTHERAPEUTICS INC

COM NEW

$4.2M

132,873

0.8%

RLMD RELMADA THERAPEUTICS INC

COM

$4.2M

597,409

0.8%

ERAS ERASCA INC

COM

$3.9M

239,861

0.8%

JNJ JOHNSON & JOHNSON

COM

$3.8M

15,415

0.8%

XFOR X4 PHARMACEUTICALS INC

COM NEW

$3.5M

850,742

0.7%

PCVX VAXCYTE INC

COM

$3.4M

59,061

0.7%

WHWK WHITEHAWK THERAPEUTICS INC

COM

$3.2M

939,369

0.7%

— HELIX ACQUISITION CORP III

USD CL A ORD SHS

$3.1M

305,028

0.6%

TENX TENAX THERAPEUTICS INC

COM NEW

$3.0M

188,700

0.6%

— ALKERMES PLC

SHS

$2.8M

80,492

0.6%

— PHARVARIS N V

COM

$2.4M

86,637

0.5%

IVVD INVIVYD INC

COM

$2.4M

1,874,546

0.5%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

36%前 6 大占比

SRRK10.3%ABVX7.1%SNDX5.8%RVMD5.6%IMVT3.8%PRAX3.7%