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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 74 项建仓 25增持 20减持 5清仓 24

方向

标的

Δ市值

现股数(环比)

清仓

— AMICUS THERAPEUTICS INC

-$15.8M

0 -100%

建仓

XENE XENON PHARMACEUTICALS INC

+$14.7M

375,845

清仓

— APPLIED THERAPEUTICS INC

-$13.3M

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。

建仓

NUVL NUVALENT INC

+$11.4M

145,234

增持

— ALKERMES PLC

+$10.6M

416,968 +752%

清仓

AUTL AUTOLUS THERAPEUTICS PLC

-$9.5M

0 -100%

增持

RYTM RHYTHM PHARMACEUTICALS INC

+$9.5M

208,016 +404%

增持

— CENTESSA PHARMACEUTICALS PLC

+$9.4M

641,964 +667%

增持

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$9.0M

2,075,966 +2%

增持

IMVT IMMUNOVANT INC

+$8.5M

1,118,508 +28%

建仓

— KALVISTA PHARMACEUTICALS INC

+$8.4M

992,803

增持

RVMD REVOLUTION MEDICINES INC

+$7.7M

193,535 +1062%

建仓

SRRK SCHOLAR ROCK HLDG CORP

+$7.4M

266,307

建仓

INSM INSMED INC

+$7.4M

106,610

清仓

— DAY ONE BIOPHARMACEUTICALS I

-$7.1M

0 -100%

建仓

IOVA IOVANCE BIOTHERAPEUTICS INC

+$7.0M

949,401

建仓

BNTX BIONTECH SE

+$7.0M

61,403

增持

— WAVE LIFE SCIENCES LTD

+$6.5M

721,209 +140%

清仓

— SOLENO THERAPEUTICS INC

-$6.2M

0 -100%

清仓

CABA CABALETTA BIO INC

-$6.0M

0 -100%

增持

JANX JANUX THERAPEUTICS INC

+$5.6M

145,876 +195%

建仓

PTGX PROTAGONIST THERAPEUTICS INC

+$5.5M

141,714

增持

CRNX CRINETICS PHARMACEUTICALS IN

+$5.3M

317,060 +48%

清仓

— IMMATICS N.V

-$5.1M

0 -100%

清仓

KROS KEROS THERAPEUTICS INC

-$5.0M

0 -100%

清仓

— ARCELLX INC

-$5.0M

0 -100%

建仓

MLYS MINERALYS THERAPEUTICS INC

+$4.9M

400,101

减持

BMY BRISTOL-MYERS SQUIBB CO

-$4.9M

166,068 -40%

增持

INCY INCYTE CORP

+$4.8M

193,623 +50%

增持

— MERUS N V

+$4.8M

614,812 +46%

清仓

NRIX NURIX THERAPEUTICS INC

-$4.6M

0 -100%

建仓

NMRA NEUMORA THERAPEUTICS INC.

+$4.5M

428,137

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$4.3M

3,106,701 +58%

建仓

EYPT EYEPOINT PHARMACEUTICALS INC

+$4.3M

579,500

清仓

TCRX TSCAN THERAPEUTICS INC

-$4.3M

0 -100%

建仓

RARE ULTRAGENYX PHARMACEUTICAL IN

+$4.3M

101,809

建仓

— 89BIO INC

+$4.3M

545,800

清仓

— ZURA BIO LTD

-$4.2M

0 -100%

清仓

IDYA IDEAYA BIOSCIENCES INC

-$4.2M

0 -100%

建仓

CTNM CONTINEUM THERAPEUTICS INC

+$3.9M

265,833

减持

— BIOHAVEN LTD

-$3.9M

186,413 -14%

清仓

— TERNS PHARMACEUTICALS INC

-$3.7M

0 -100%

增持

DNLI DENALI THERAPEUTICS INC

+$3.7M

584,328 +107%

建仓

RCKT ROCKET PHARMACEUTICALS INC

+$3.4M

270,983

清仓

CATX PERSPECTIVE THERAPEUTICS INC

-$3.2M

0 -100%

增持

CYTK CYTOKINETICS INC

+$3.2M

83,576 +478%

清仓

PYXS PYXIS ONCOLOGY INC

-$3.1M

0 -100%

清仓

NGNE NEUROGENE INC

-$3.1M

0 -100%

清仓

— UROGEN PHARMA LTD

-$3.1M

0 -100%

增持

EWTX EDGEWISE THERAPEUTICS INC

+$3.0M

132,706 +567%

建仓

JSPR JASPER THERAPEUTICS INC

+$2.9M

135,244

增持

SRZN SURROZEN INC

+$2.8M

350,573 +92%

清仓

— VIGIL NEUROSCIENCE INC

-$2.5M

0 -100%

清仓

BBIO BRIDGEBIO PHARMA INC

-$2.4M

0 -100%

建仓

ELVN ENLIVEN THERAPEUTICS INC

+$2.2M

96,716

清仓

SRPT SAREPTA THERAPEUTICS INC

-$1.9M

0 -100%

建仓

— UNIQURE NV

+$1.6M

90,000

清仓

CAPR CAPRICOR THERAPEUTICS INC

-$1.4M

0 -100%

建仓

— VERONA PHARMA PLC

+$1.3M

28,136

清仓

MBX MBX BIOSCIENCES INC

-$1.3M

0 -100%

建仓

— CIDARA THERAPEUTICS INC

+$1.3M

47,642

增持

— ACELYRIN INC

-$1.1M

1,704,825 +29%

增持

— TOURMALINE BIO INC

+$1.1M

126,400 +128%

增持

VTGN VISTAGEN THERAPEUTICS INC

+$1.0M

2,328,492 +26%

建仓

ATYR ATYR PHARMA INC

+$725.7K

200,475

清仓

— ASTRIA THERAPEUTICS INC

-$618.9K

0 -100%

建仓

QQQ INVESCO QQQ TR

+$514.5K

70,000

建仓

TECX TECTONIC THERAPEUTIC INC

+$435.6K

9,434

建仓

SPY SPDR S&P 500 ETF TR

+$413.8K

85,000

减持

PRAX PRAXIS PRECISION MEDICINES I

+$312.4K

134,178 -23%

减持

— ROIVANT SCIENCES LTD

+$128.5K

2,712,778 -2%

建仓

HIMS HIMS & HERS HEALTH INC

+$75.0K

75,000

减持

TARA PROTARA THERAPEUTICS INC

+$29.6K

332,394 -65%

增持

— HELIX ACQUISITION CORP II

+$19.5K

200,900 +0%