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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 77 项建仓 28增持 12减持 15清仓 22

方向

标的

Δ市值

现股数(环比)

减持

SNDX SYNDAX PHARMACEUTICALS INC

-$18.4M

1,598,594 -49%

建仓

— ARCELLX INC

+$18.0M

273,774

清仓

CRNX CRINETICS PHARMACEUTICALS IN

-$16.2M

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

MDGL MADRIGAL PHARMACEUTICALS INC

+$13.6M

40,936

清仓

INCY INCYTE CORP

-$13.4M

0 -100%

减持

IMVT IMMUNOVANT INC

-$13.1M

853,472 -24%

减持

— MERUS N V

-$11.3M

346,756 -44%

增持

SRRK SCHOLAR ROCK HLDG CORP

+$10.8M

566,212 +113%

清仓

PRAX PRAXIS PRECISION MEDICINES I

-$10.3M

0 -100%

减持

RYTM RHYTHM PHARMACEUTICALS INC

-$9.8M

43,816 -79%

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$9.4M

0 -100%

减持

— WAVE LIFE SCIENCES LTD

-$8.2M

89,833 -88%

建仓

BBIO BRIDGEBIO PHARMA INC

+$7.2M

208,437

建仓

CGON CG ONCOLOGY INC

+$7.1M

289,823

建仓

— SPRINGWORKS THERAPEUTICS INC

+$7.0M

159,305

清仓

IOVA IOVANCE BIOTHERAPEUTICS INC

-$7.0M

0 -100%

清仓

BNTX BIONTECH SE

-$7.0M

0 -100%

建仓

— AKERO THERAPEUTICS INC

+$6.3M

156,185

增持

— UNIQURE NV

+$6.2M

731,039 +712%

减持

— ROIVANT SCIENCES LTD

-$6.1M

2,578,860 -5%

减持

— ALKERMES PLC

-$5.6M

192,352 -54%

减持

XENE XENON PHARMACEUTICALS INC

-$5.5M

274,633 -27%

建仓

— BLUEPRINT MEDICINES CORP

+$5.5M

61,927

清仓

— ACELYRIN INC

-$5.4M

0 -100%

减持

MLYS MINERALYS THERAPEUTICS INC

-$4.8M

125,000 -69%

清仓

NMRA NEUMORA THERAPEUTICS INC.

-$4.5M

0 -100%

清仓

EYPT EYEPOINT PHARMACEUTICALS INC

-$4.3M

0 -100%

清仓

RARE ULTRAGENYX PHARMACEUTICAL IN

-$4.3M

0 -100%

清仓

— 89BIO INC

-$4.3M

0 -100%

减持

— KALVISTA PHARMACEUTICALS INC

-$3.9M

486,837 -51%

清仓

CTNM CONTINEUM THERAPEUTICS INC

-$3.9M

0 -100%

清仓

RCKT ROCKET PHARMACEUTICALS INC

-$3.4M

0 -100%

增持

TARA PROTARA THERAPEUTICS INC

+$3.3M

1,190,579 +258%

减持

PTGX PROTAGONIST THERAPEUTICS INC

-$3.1M

49,241 -65%

清仓

JSPR JASPER THERAPEUTICS INC

-$2.9M

0 -100%

增持

DNLI DENALI THERAPEUTICS INC

-$2.8M

667,078 +14%

增持

RVMD REVOLUTION MEDICINES INC

+$2.8M

318,782 +65%

清仓

— TOURMALINE BIO INC

-$2.6M

0 -100%

建仓

NBIX NEUROCRINE BIOSCIENCES INC

+$2.3M

21,052

建仓

— ASCENDIS PHARMA A/S

+$2.3M

14,732

减持

SRZN SURROZEN INC

-$2.2M

240,826 -31%

减持

— CENTESSA PHARMACEUTICALS PLC

-$2.2M

593,335 -8%

建仓

SYRE SPYRE THERAPEUTICS INC

+$2.2M

136,139

建仓

— AMICUS THERAPEUTICS INC

+$2.2M

268,919

建仓

— NEWAMSTERDAM PHARMA COMPANY

+$2.1M

104,585

增持

NUVL NUVALENT INC

+$2.1M

190,401 +31%

增持

CYTK CYTOKINETICS INC

+$2.1M

149,648 +79%

建仓

ABUS ARBUTUS BIOPHARMA CORP

+$1.6M

467,882

建仓

GERN GERON CORP

+$1.5M

960,307

增持

JANX JANUX THERAPEUTICS INC

+$1.4M

342,062 +134%

清仓

— VERONA PHARMA PLC

-$1.3M

0 -100%

清仓

— CIDARA THERAPEUTICS INC

-$1.3M

0 -100%

建仓

IDYA IDEAYA BIOSCIENCES INC

+$1.1M

66,999

建仓

ZLAB ZAI LAB LTD

+$954.9K

26,421

增持

— BIOHAVEN LTD

-$939.0K

250,564 +34%

建仓

OCUL OCULAR THERAPEUTIX INC

+$912.8K

124,523

建仓

DYN DYNE THERAPEUTICS INC

+$883.1K

84,430

增持

VTGN VISTAGEN THERAPEUTICS INC

-$835.1K

2,366,554 +2%

建仓

— SOLENO THERAPEUTICS INC

+$797.0K

11,155

建仓

— INFLARX NV

+$739.5K

725,019

建仓

SLDB SOLID BIOSCIENCES INC

+$733.2K

198,150

清仓

ATYR ATYR PHARMA INC

-$725.7K

0 -100%

减持

INSM INSMED INC

-$718.6K

87,059 -18%

建仓

MBX MBX BIOSCIENCES INC

+$713.0K

96,615

增持

EWTX EDGEWISE THERAPEUTICS INC

+$659.9K

230,255 +74%

减持

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$633.8K

540,073 -74%

建仓

SION SIONNA THERAPEUTICS INC

+$627.6K

60,000

建仓

BCAX BICARA THERAPEUTICS INC

+$613.4K

47,078

清仓

QQQ INVESCO QQQ TR

-$514.5K

0 -100%

清仓

TECX TECTONIC THERAPEUTIC INC

-$435.6K

0 -100%

清仓

SPY SPDR S&P 500 ETF TR

-$413.8K

0 -100%

增持

ELVN ENLIVEN THERAPEUTICS INC

+$194.0K

120,430 +25%

建仓

CVS CVS HEALTH CORP

+$165.1K

64,100

清仓

HIMS HIMS & HERS HEALTH INC

-$75.0K

0 -100%

建仓

BBC ETFIS SER TR I

+$16.6K

132,500

建仓

MRK MERCK & CO INC

+$8.3K

151,700

建仓

NVO NOVO-NORDISK A S

+$3.8K

151,700