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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 110 项
建仓 37
增持 21
减持 16
清仓 36
方向
标的
Δ市值
现股数(环比)
清仓
—
CENTESSA PHARMACEUTICALS PLC
-$28.9M
0
-100%
增持
RVMD
REVOLUTION MEDICINES INC
+$23.0M
381,632
+515%
清仓
—
ARCELLX INC
-$21.7M
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
ABVX
ABIVAX SA
-$17.9M
313,791
-20%
减持
—
TERNS PHARMACEUTICALS INC
-$17.3M
100,000
-77%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$14.8M
200,267
-43%
减持
TWST
TWIST BIOSCIENCE CORP
-$14.4M
43,110
-92%
建仓
ELVN
ENLIVEN THERAPEUTICS INC
+$14.2M
363,438
建仓
CGON
CG ONCOLOGY INC
+$13.9M
205,622
建仓
—
BIOHAVEN LTD
+$13.5M
1,594,491
增持
MBX
MBX BIOSCIENCES INC
+$12.4M
499,469
+536%
减持
SRRK
SCHOLAR ROCK HLDG CORP
+$11.9M
1,135,496
-2%
增持
PRAX
PRAXIS PRECISION MEDICINES I
+$11.9M
56,267
+167%
清仓
MDGL
MADRIGAL PHARMACEUTICALS INC
-$10.3M
0
-100%
减持
—
ROIVANT SCIENCES LTD
-$10.3M
385,800
-60%
清仓
ADPT
ADAPTIVE BIOTECHNOLOGIES COR
-$9.9M
0
-100%
清仓
PALI
PALISADE BIO INC
-$9.9M
0
-100%
建仓
CLDX
CELLDEX THERAPEUTICS INC NEW
+$8.1M
254,267
建仓
TYRA
TYRA BIOSCIENCES INC
+$7.7M
293,177
清仓
DRUG
BRIGHT MINDS BIOSCIENCES INC
-$7.6M
0
-100%
清仓
NKTR
NEKTAR THERAPEUTICS
-$7.5M
0
-100%
减持
XENE
XENON PHARMACEUTICALS INC
-$7.4M
140,755
-60%
增持
SYRE
SPYRE THERAPEUTICS INC
+$7.4M
167,606
+418%
减持
DYN
DYNE THERAPEUTICS INC
-$7.2M
506,075
-39%
清仓
CLPT
CLEARPOINT NEURO INC
-$6.6M
0
-100%
清仓
—
IMMATICS N.V
-$6.4M
0
-100%
清仓
OCUL
OCULAR THERAPEUTIX INC
-$6.3M
0
-100%
清仓
RYTM
RHYTHM PHARMACEUTICALS INC
-$6.3M
0
-100%
建仓
DFTX
DEFINIUM THERAPEUTICS INC
+$6.2M
325,483
清仓
APGE
APOGEE THERAPEUTICS INC
-$6.1M
0
-100%
清仓
INCY
INCYTE CORP
-$6.1M
0
-100%
建仓
BIOA
BIOAGE LABS INC
+$5.9M
338,654
清仓
IDYA
IDEAYA BIOSCIENCES INC
-$5.6M
0
-100%
建仓
ACAD
ACADIA PHARMACEUTICALS INC
+$5.4M
242,566
清仓
MAZE
MAZE THERAPEUTICS INC
-$5.2M
0
-100%
清仓
LLY
ELI LILLY & CO
-$5.1M
0
-100%
建仓
ALMS
ALUMIS INC
+$5.1M
229,566
清仓
TRVI
TREVI THERAPEUTICS INC
-$5.0M
0
-100%
减持
CELC
CELCUITY INC
-$4.9M
60,062
-49%
建仓
NRIX
NURIX THERAPEUTICS INC
+$4.9M
315,226
清仓
VRDN
VIRIDIAN THERAPEUTICS INC
-$4.8M
0
-100%
清仓
ABUS
ARBUTUS BIOPHARMA CORP
-$4.7M
0
-100%
清仓
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$4.6M
0
-100%
建仓
—
ZURA BIO LTD
+$4.5M
753,520
清仓
CTMX
CYTOMX THERAPEUTICS INC
-$4.4M
0
-100%
建仓
TNGX
TANGO THERAPEUTICS INC
+$4.2M
200,919
建仓
FTH
SENSEI BIOTHERAPEUTICS INC
+$4.2M
132,873
建仓
RLMD
RELMADA THERAPEUTICS INC
+$4.2M
597,409
增持
EYPT
EYEPOINT INC
+$4.0M
810,764
+129%
增持
MLYS
MINERALYS THERAPEUTICS INC
+$3.9M
533,378
+84%
增持
DNTH
DIANTHUS THERAPEUTICS INC
+$3.9M
85,502
+8%
建仓
ERAS
ERASCA INC
+$3.9M
239,861
减持
JNJ
JOHNSON & JOHNSON
-$3.5M
15,415
-56%
建仓
PCVX
VAXCYTE INC
+$3.4M
59,061
增持
ARQT
ARCUTIS BIOTHERAPEUTICS INC
+$3.2M
413,792
+84%
增持
—
NEWAMSTERDAM PHARMA COMPANY
+$3.2M
180,658
+147%
增持
EVMN
EVOMMUNE INC
+$3.2M
193,777
+184%
清仓
—
ASCENDIS PHARMA A/S
-$3.2M
0
-100%
建仓
—
HELIX ACQUISITION CORP III
+$3.1M
305,028
建仓
TENX
TENAX THERAPEUTICS INC
+$3.0M
188,700
建仓
—
ALKERMES PLC
+$2.8M
80,492
清仓
RGEN
REPLIGEN CORP
-$2.6M
0
-100%
增持
AMLX
AMYLYX PHARMACEUTICALS INC
+$2.5M
669,685
+18%
清仓
—
QUINCE THERAPEUTICS INC
-$2.5M
0
-100%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$2.5M
72,577
+22%
增持
IMVT
IMMUNOVANT INC
+$2.4M
846,494
+31%
清仓
—
MEIRAGTX HLDGS PLC
-$2.3M
0
-100%
清仓
IVA
INVENTIVA SA
-$2.2M
0
-100%
建仓
JBIO
JADE BIOSCIENCES INC
+$2.2M
154,034
清仓
ABBV
ABBVIE INC
-$2.1M
0
-100%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$2.0M
26,385
建仓
IMCR
IMMUNOCORE HLDGS PLC
+$1.9M
63,543
清仓
—
ADC THERAPEUTICS SA
-$1.8M
0
-100%
清仓
LEGN
LEGEND BIOTECH CORP
-$1.6M
0
-100%
建仓
FBRX
FORTE BIOSCIENCES INC
+$1.5M
58,020
清仓
BLTE
BELITE BIO INC
-$1.5M
0
-100%
建仓
SION
SIONNA THERAPEUTICS INC
+$1.5M
36,540
建仓
SLDB
SOLID BIOSCIENCES INC
+$1.4M
195,403
清仓
—
XILIO THERAPEUTICS INC
-$1.3M
0
-100%
建仓
LPCN
LIPOCINE INC NEW
+$1.3M
160,420
增持
DNLI
DENALI THERAPEUTICS INC
+$1.3M
426,561
+2%
建仓
LBRX
LB PHARMACEUTICALS INC
+$1.2M
50,000
建仓
CCCC
C4 THERAPEUTICS INC
+$1.2M
453,236
建仓
EW
EDWARDS LIFESCIENCES CORP
+$1.2M
24,588
清仓
BBOT
BRIDGEBIO ONCOLOGY THERAPEUT
-$1.1M
0
-100%
建仓
BDSX
BIODESIX INC
+$1.0M
70,004
清仓
TSHA
TAYSHA GENE THERAPIES INC
-$1.0M
0
-100%
清仓
GLUE
MONTE ROSA THERAPEUTICS INC
-$965.5K
0
-100%
增持
SABS
SAB BIOTHERAPEUTICS INC
+$888.1K
375,000
+156%
增持
—
PHARVARIS N V
+$827.2K
86,637
+48%
减持
CYTK
CYTOKINETICS INC
-$798.6K
129,577
-12%
减持
SRZN
SURROZEN INC
+$788.9K
525,639
-15%
增持
CAPR
CAPRICOR THERAPEUTICS INC
+$627.6K
37,592
+111%
建仓
STRO
SUTRO BIOPHARMA INC
+$580.3K
23,295
清仓
VNDA
VANDA PHARMACEUTICALS INC
-$520.3K
0
-100%
清仓
KTTA
PASITHEA THERAPEUTICS CORP
-$458.1K
0
-100%
减持
AVTX
AVALO THERAPEUTICS INC
-$449.9K
134,742
-1%
建仓
SPRB
SPRUCE BIOSCIENCES INC
+$415.6K
6,360
增持
SNDX
SYNDAX PHARMACEUTICALS INC
+$349.4K
1,365,743
+2%
减持
WHWK
WHITEHAWK THERAPEUTICS INC
-$289.5K
939,369
-36%
增持
—
UNIQURE NV
+$235.8K
78,066
+80%
减持
EWTX
EDGEWISE THERAPEUTICS INC
+$207.1K
290,864
-19%
增持
ASMB
ASSEMBLY BIOSCIENCES INC
-$184.5K
185,435
+18%
建仓
XBI
SPDR SERIES TRUST
+$164.3K
150,000
建仓
SPY
STATE STR SPDR S&P 500 ETF T
+$85.5K
50,000
减持
XFOR
X4 PHARMACEUTICALS INC
-$80.3K
850,742
-5%
建仓
QQQ
INVESCO QQQ TR
+$74.2K
40,000
建仓
BSX
BOSTON SCIENTIFIC CORP
+$12.5K
250,000
增持
IVVD
INVIVYD INC
-$8.0K
1,874,546
+89%
建仓
OLMA
OLEMA PHARMACEUTICALS INC
+$3.8K
25,000
