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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 73 项建仓 17增持 17减持 15清仓 24

方向

标的

Δ市值

现股数(环比)

减持

— ROIVANT SCIENCES LTD

-$18.6M

1,516,781 -41%

建仓

— CIDARA THERAPEUTICS INC

+$13.0M

266,774

清仓

RVMD REVOLUTION MEDICINES INC

-$11.3M

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

LEGN LEGEND BIOTECH CORP

+$9.6M

270,144

增持

RYTM RHYTHM PHARMACEUTICALS INC

+$9.4M

176,752 +303%

清仓

XENE XENON PHARMACEUTICALS INC

-$9.2M

0 -100%

减持

NUVL NUVALENT INC

-$8.9M

59,828 -69%

增持

MLYS MINERALYS THERAPEUTICS INC

+$8.5M

631,586 +405%

增持

— CENTESSA PHARMACEUTICALS PLC

+$8.1M

1,265,672 +113%

增持

GERN GERON CORP

+$7.9M

6,949,244 +624%

增持

ZLAB ZAI LAB LTD

+$7.8M

250,438 +848%

减持

JANX JANUX THERAPEUTICS INC

-$7.2M

89,933 -74%

清仓

CGON CG ONCOLOGY INC

-$7.1M

0 -100%

清仓

— SPRINGWORKS THERAPEUTICS INC

-$7.0M

0 -100%

增持

IMVT IMMUNOVANT INC

+$6.5M

1,400,860 +64%

清仓

CYTK CYTOKINETICS INC

-$6.0M

0 -100%

清仓

— BLUEPRINT MEDICINES CORP

-$5.5M

0 -100%

建仓

LENZ LENZ THERAPEUTICS INC

+$5.4M

183,912

增持

— WAVE LIFE SCIENCES LTD

+$5.1M

900,338 +902%

减持

BBIO BRIDGEBIO PHARMA INC

-$4.8M

54,630 -74%

减持

— ARCELLX INC

-$4.7M

201,452 -26%

清仓

EWTX EDGEWISE THERAPEUTICS INC

-$4.2M

0 -100%

减持

ARQT ARCUTIS BIOTHERAPEUTICS INC

-$4.0M

205,672 -62%

增持

— ALKERMES PLC

+$3.7M

351,124 +83%

建仓

APGE APOGEE THERAPEUTICS INC

+$3.7M

84,466

减持

— BIOHAVEN LTD

-$3.6M

174,754 -30%

增持

SRZN SURROZEN INC

+$3.3M

686,539 +185%

建仓

EYPT EYEPOINT PHARMACEUTICALS INC

+$3.1M

329,254

建仓

RZLT REZOLUTE INC

+$2.9M

644,654

建仓

TSHA TAYSHA GENE THERAPIES INC

+$2.8M

1,203,941

增持

SNDX SYNDAX PHARMACEUTICALS INC

+$2.6M

2,372,634 +48%

建仓

REGN REGENERON PHARMACEUTICALS

+$2.5M

4,672

增持

IDYA IDEAYA BIOSCIENCES INC

+$2.4M

165,885 +148%

增持

MDGL MADRIGAL PHARMACEUTICALS INC

+$2.4M

52,694 +29%

清仓

ELVN ENLIVEN THERAPEUTICS INC

-$2.4M

0 -100%

清仓

NBIX NEUROCRINE BIOSCIENCES INC

-$2.3M

0 -100%

清仓

— ASCENDIS PHARMA A/S

-$2.3M

0 -100%

清仓

SYRE SPYRE THERAPEUTICS INC

-$2.2M

0 -100%

清仓

— AMICUS THERAPEUTICS INC

-$2.2M

0 -100%

建仓

ORIC ORIC PHARMACEUTICALS INC

+$2.0M

200,785

清仓

ABUS ARBUTUS BIOPHARMA CORP

-$1.6M

0 -100%

减持

TARA PROTARA THERAPEUTICS INC

-$1.6M

1,143,677 -4%

减持

PTGX PROTAGONIST THERAPEUTICS INC

-$1.5M

16,770 -66%

建仓

PRAX PRAXIS PRECISION MEDICINES I

+$1.4M

32,255

建仓

— GH RESEARCH PLC

+$1.2M

100,826

建仓

TNGX TANGO THERAPEUTICS INC

+$1.1M

208,800

增持

— HELIX ACQUISITION CORP II

+$1.0M

315,812 +57%

增持

VTGN VISTAGEN THERAPEUTICS INC

-$994.3K

2,413,254 +2%

清仓

OCUL OCULAR THERAPEUTIX INC

-$912.8K

0 -100%

增持

MBX MBX BIOSCIENCES INC

+$896.0K

141,021 +46%

清仓

DYN DYNE THERAPEUTICS INC

-$883.1K

0 -100%

增持

DNLI DENALI THERAPEUTICS INC

+$834.8K

707,915 +6%

清仓

— SOLENO THERAPEUTICS INC

-$797.0K

0 -100%

建仓

TECX TECTONIC THERAPEUTIC INC

+$794.8K

40,000

建仓

— ADC THERAPEUTICS SA

+$759.2K

283,286

清仓

— INFLARX NV

-$739.5K

0 -100%

清仓

SLDB SOLID BIOSCIENCES INC

-$733.2K

0 -100%

建仓

— VERONA PHARMA PLC

+$700.6K

7,407

建仓

ABVX ABIVAX SA

+$671.3K

87,748

清仓

SION SIONNA THERAPEUTICS INC

-$627.6K

0 -100%

增持

— NEWAMSTERDAM PHARMA COMPANY

+$623.7K

152,652 +46%

清仓

BCAX BICARA THERAPEUTICS INC

-$613.4K

0 -100%

减持

— MERUS N V

-$598.4K

266,094 -23%

建仓

— MIND MEDICINE MINDMED INC

+$589.6K

90,852

减持

SRRK SCHOLAR ROCK HLDG CORP

+$502.1K

528,115 -7%

减持

INSM INSMED INC

-$444.5K

61,578 -29%

减持

— UNIQURE NV

+$233.2K

572,615 -22%

清仓

CVS CVS HEALTH CORP

-$165.1K

0 -100%

减持

— KALVISTA PHARMACEUTICALS INC

-$123.9K

386,790 -21%

减持

— AKERO THERAPEUTICS INC

-$91.0K

116,779 -25%

清仓

BBC ETFIS SER TR I

-$16.6K

0 -100%

清仓

MRK MERCK & CO INC

-$8.3K

0 -100%

清仓

NVO NOVO-NORDISK A S

-$3.8K

0 -100%