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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

24Q3 调仓2024-06-30 → 2024-09-30 · 共 61 项建仓 21增持 10减持 17清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

BMY BRISTOL-MYERS SQUIBB CO

+$14.2M

275,303

减持

CRNX CRINETICS PHARMACEUTICALS IN

-$13.8M

213,815 -61%

清仓

IMCR IMMUNOCORE HLDGS PLC

-$11.5M

0 -100%

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。

减持

— ARCELLX INC

-$10.5M

60,076 -79%

清仓

MRK MERCK & CO INC

-$10.2M

0 -100%

清仓

GSK GSK PLC

-$9.5M

0 -100%

增持

PRAX PRAXIS PRECISION MEDICINES I

+$8.8M

174,034 +495%

清仓

— KALVISTA PHARMACEUTICALS INC

-$8.7M

0 -100%

建仓

INCY INCYTE CORP

+$8.6M

129,490

减持

IMVT IMMUNOVANT INC

-$7.5M

871,001 -14%

增持

ARQT ARCUTIS BIOTHERAPEUTICS INC

+$7.2M

2,028,318 +38%

建仓

— DAY ONE BIOPHARMACEUTICALS I

+$7.1M

506,978

建仓

— ACELYRIN INC

+$6.5M

1,317,854

建仓

— SOLENO THERAPEUTICS INC

+$6.2M

123,177

清仓

INSM INSMED INC

-$5.8M

0 -100%

清仓

CLDX CELLDEX THERAPEUTICS INC NEW

-$5.3M

0 -100%

清仓

LRMR LARIMAR THERAPEUTICS INC

-$5.1M

0 -100%

建仓

KROS KEROS THERAPEUTICS INC

+$5.0M

86,930

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$4.7M

1,961,191 +39%

清仓

CRBP CORBUS PHARMACEUTICALS HLDGS

-$4.6M

0 -100%

减持

EWTX EDGEWISE THERAPEUTICS INC

-$4.4M

19,900 -93%

清仓

FULC FULCRUM THERAPEUTICS INC

-$4.3M

0 -100%

建仓

— ZURA BIO LTD

+$4.2M

1,044,168

增持

— MERUS N V

+$4.0M

421,222 +46%

建仓

— TERNS PHARMACEUTICALS INC

+$3.7M

449,321

清仓

SYRE SPYRE THERAPEUTICS INC

-$3.5M

0 -100%

增持

— ROIVANT SCIENCES LTD

+$3.3M

2,769,819 +2%

清仓

JSPR JASPER THERAPEUTICS INC

-$3.3M

0 -100%

清仓

BDTX BLACK DIAMOND THERAPEUTICS I

-$3.1M

0 -100%

建仓

— UROGEN PHARMA LTD

+$3.1M

241,984

减持

— APPLIED THERAPEUTICS INC

+$3.0M

1,806,186 -18%

增持

CABA CABALETTA BIO INC

-$2.8M

1,278,444 +9%

减持

— BIOHAVEN LTD

+$2.7M

216,440 -7%

建仓

— WAVE LIFE SCIENCES LTD

+$2.5M

300,000

建仓

BBIO BRIDGEBIO PHARMA INC

+$2.4M

94,885

增持

DNLI DENALI THERAPEUTICS INC

+$2.4M

282,050 +12%

清仓

SLN SILENCE THERAPEUTICS PLC

-$2.4M

0 -100%

建仓

RYTM RHYTHM PHARMACEUTICALS INC

+$2.2M

41,268

建仓

SRPT SAREPTA THERAPEUTICS INC

+$1.9M

15,014

减持

JANX JANUX THERAPEUTICS INC

-$1.6M

49,415 -47%

建仓

— TOURMALINE BIO INC

+$1.4M

55,523

建仓

CAPR CAPRICOR THERAPEUTICS INC

+$1.4M

93,638

建仓

— ALKERMES PLC

+$1.4M

48,918

建仓

— CENTESSA PHARMACEUTICALS PLC

+$1.3M

83,662

建仓

MBX MBX BIOSCIENCES INC

+$1.3M

50,000

减持

— AMICUS THERAPEUTICS INC

+$994.9K

1,481,809 -1%

减持

VTGN VISTAGEN THERAPEUTICS INC

-$947.6K

1,846,792 -0%

减持

PYXS PYXIS ONCOLOGY INC

-$860.6K

850,210 -29%

建仓

CYTK CYTOKINETICS INC

+$763.7K

14,464

建仓

RVMD REVOLUTION MEDICINES INC

+$755.3K

16,654

减持

— IMMATICS N.V

-$704.2K

449,735 -10%

增持

TCRX TSCAN THERAPEUTICS INC

-$656.1K

860,951 +2%

增持

IDYA IDEAYA BIOSCIENCES INC

+$630.3K

132,703 +30%

增持

SRZN SURROZEN INC

+$619.9K

182,918 +27%

建仓

— ASTRIA THERAPEUTICS INC

+$618.9K

56,287

减持

— VIGIL NEUROSCIENCE INC

-$449.0K

743,719 -0%

减持

TARA PROTARA THERAPEUTICS INC

-$321.5K

942,857 -4%

减持

NRIX NURIX THERAPEUTICS INC

+$319.4K

203,015 -0%

减持

CATX PERSPECTIVE THERAPEUTICS INC

-$249.4K

238,084 -31%

减持

AUTL AUTOLUS THERAPEUTICS PLC

+$232.0K

2,616,602 -2%

减持

NGNE NEUROGENE INC

+$215.3K

73,299 -7%