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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
$492.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 85 项
建仓 22
增持 24
减持 4
清仓 35
方向
标的
Δ市值
现股数(环比)
增持
—
ROIVANT SCIENCES LTD
+$50.7M
8,607,688
+297%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$49.5M
1,589,578
+537%
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$36.4M
6,061,798
+134%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AUTL
AUTOLUS THERAPEUTICS PLC
+$35.1M
6,431,442
+1325%
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$28.8M
2,201,976
+101%
增持
IMVT
IMMUNOVANT INC
+$27.6M
1,754,456
+445%
增持
CABA
CABALETTA BIO INC
+$26.2M
3,007,832
+567%
增持
—
AMICUS THERAPEUTICS INC
+$24.4M
3,894,282
+351%
增持
—
APPLIED THERAPEUTICS INC
+$24.4M
4,034,032
+345%
增持
—
KALVISTA PHARMACEUTICALS INC
+$22.4M
2,322,120
+449%
增持
TARS
TARSUS PHARMACEUTICALS INC
+$15.6M
544,506
+1657%
建仓
PYXS
PYXIS ONCOLOGY INC
+$15.3M
3,588,390
增持
LLY
ELI LILLY & CO
+$14.7M
30,134
+100%
建仓
—
TOURMALINE BIO INC
+$12.6M
548,438
清仓
PTGX
PROTAGONIST THERAPEUTICS INC
-$11.8M
0
-100%
增持
ANAB
ANAPTYSBIO INC
+$11.2M
539,096
+1098%
清仓
BBIO
BRIDGEBIO PHARMA INC
-$10.3M
0
-100%
清仓
—
ARGENX SE
-$10.1M
0
-100%
建仓
—
SOLENO THERAPEUTICS INC
+$9.9M
231,666
增持
VTGN
VISTAGEN THERAPEUTICS INC
+$9.8M
3,697,164
+107%
清仓
MRK
MERCK & CO INC
-$9.7M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$9.6M
0
-100%
增持
INSM
INSMED INC
+$9.4M
544,896
+214%
建仓
JANX
JANUX THERAPEUTICS INC
+$9.2M
243,284
增持
—
MERUS N V
+$7.7M
637,742
+27%
增持
LRMR
LARIMAR THERAPEUTICS INC
+$7.7M
1,481,754
+89%
建仓
IDYA
IDEAYA BIOSCIENCES INC
+$7.7M
174,786
建仓
JSPR
JASPER THERAPEUTICS INC
+$7.6M
258,422
建仓
—
AVADEL PHARMACEUTICALS PLC
+$7.6M
447,320
清仓
—
TEVA PHARMACEUTICAL INDS LTD
-$7.3M
0
-100%
清仓
LNTH
LANTHEUS HLDGS INC
-$6.8M
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$6.3M
0
-100%
建仓
TSHA
TAYSHA GENE THERAPIES INC
+$6.2M
2,175,570
增持
ANNX
ANNEXON INC
+$5.9M
1,210,234
+99%
清仓
SPY
SPDR S&P 500 ETF TR
-$5.9M
0
-100%
增持
—
ACELYRIN INC
+$5.3M
1,429,546
+143%
增持
FULC
FULCRUM THERAPEUTICS INC
+$5.1M
814,216
+116%
清仓
—
SAGE THERAPEUTICS INC
-$4.7M
0
-100%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$4.7M
0
-100%
清仓
ANIP
ANI PHARMACEUTICALS INC
-$4.7M
0
-100%
清仓
—
ALPINE IMMUNE SCIENCES INC
-$4.7M
0
-100%
增持
—
BIOHAVEN LTD
+$4.6M
226,922
+104%
清仓
—
89BIO INC
-$4.6M
0
-100%
清仓
—
CYMABAY THERAPEUTICS INC
-$4.3M
0
-100%
建仓
—
HELIX ACQUISITION CORP II
+$4.2M
400,000
清仓
OLMA
OLEMA PHARMACEUTICALS INC
-$3.9M
0
-100%
建仓
EFTR
EFFECTOR THERAPEUTICS INC
+$3.8M
265,586
建仓
—
NEWAMSTERDAM PHARMA COMPANY
+$3.8M
160,668
建仓
CGON
CG ONCOLOGY INC
+$3.6M
81,446
清仓
—
SCPHARMACEUTICALS INC
-$3.6M
0
-100%
建仓
—
ACHILLES THERAPEUTICS PLC
+$3.5M
2,771,500
减持
SYRE
SPYRE THERAPEUTICS INC
-$3.4M
124,506
-67%
清仓
FATE
FATE THERAPEUTICS INC
-$3.4M
0
-100%
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$3.3M
53,786
清仓
—
KINIKSA PHARMACEUTICALS LTD
-$3.2M
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$3.0M
0
-100%
清仓
—
JASPER THERAPEUTICS INC
-$2.9M
0
-100%
清仓
—
MORPHOSYS AG
-$2.7M
0
-100%
建仓
DNTH
DIANTHUS THERAPEUTICS INC
+$2.6M
86,912
清仓
EYPT
EYEPOINT PHARMACEUTICALS INC
-$2.2M
0
-100%
清仓
—
AC IMMUNE SA
-$2.2M
0
-100%
增持
—
ARCELLX INC
+$2.1M
380,534
+21%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$2.0M
82,000
清仓
CYTK
CYTOKINETICS INC
-$2.0M
0
-100%
清仓
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$1.8M
0
-100%
清仓
—
AMBRX BIOPHARMA INC
-$1.8M
0
-100%
建仓
XBI
SPDR SER TR
+$1.8M
2,400,000
增持
—
CARGO THERAPEUTICS INC
+$1.7M
102,252
+280%
清仓
—
RAPT THERAPEUTICS INC
-$1.5M
0
-100%
建仓
TARA
PROTARA THERAPEUTICS INC
+$1.4M
512,684
增持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$1.4M
181,294
+8%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$1.2M
0
-100%
清仓
AMLX
AMYLYX PHARMACEUTICALS INC
-$1.2M
0
-100%
清仓
STTK
SHATTUCK LABS INC
-$1.1M
0
-100%
减持
—
ASTRIA THERAPEUTICS INC
-$808.5K
460,546
-46%
清仓
IWM
ISHARES TR
-$573.8K
0
-100%
减持
—
IMMATICS N.V
-$402.6K
983,852
-4%
清仓
ARKG
ARK ETF TR
-$375.0K
0
-100%
建仓
—
AVIDITY BIOSCIENCES INC
+$367.5K
150,000
清仓
IBB
ISHARES TR
-$360.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$231.6K
0
-100%
建仓
VERA
VERA THERAPEUTICS INC
+$150.0K
80,000
建仓
KRYS
KRYSTAL BIOTECH INC
+$142.0K
40,000
减持
IRON
DISC MEDICINE INC
-$128.8K
120,258
-5%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$21.5K
20,000
