SC

StemPoint Capital LP

13F
StemPoint Capital LP
Last update 2026-05-18 82 Stocks (32 new)
Value $1.04 Bil Turnover 53 %
Countries:
Top Holdings: ABVX(6.74%)SRRK(4.91%)PRAX(3.50%)MBX(2.88%)MLYS(2.79%)
Summary Stock Picks Current Portfolio News
StemPoint Capital LP Top Holdings of 2026-03-31 View Full List
Ticker
ABVX
SRRK CALL
SRRK
PRAX
MBX
MLYS
SNDX CALL
ELVN
RVMD PUT
SNDX
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ABVX
Abivax SA
627,582
69,881.3
+60.19%
6.740
+2.53%
0.790
-11.02%
-27.76%
7,771.2
Biotechnology
SRRK CALL
Scholar Rock Holding Corp
1,235,496
52,081.0
0%
5.020
0%
1.030
+23.58%
+24.03%
6,546.8
Biotechnology
SRRK
Scholar Rock Holding Corp
1,035,496
50,905.0
+16.76%
4.910
+0.70%
0.860
+23.58%
+24.03%
6,546.8
Biotechnology
PRAX
Praxis Precision Medicines Inc
112,534
36,257.3
+434.17%
3.500
+2.84%
0.400
+8.29%
+11.21%
9,138.4
Biotechnology
MBX
MBX Biosciences Inc
998,938
29,818.3
+1,171.67%
2.880
+2.65%
2.100
+84.55%
+65.54%
2,485.1
Biotechnology
MLYS
Mineralys Therapeutics Inc
1,066,756
28,898.4
+267.78%
2.790
+2.03%
1.290
+13.00%
-26.48%
2,352.1
Biotechnology
SNDX CALL
Syndax Pharmaceuticals Inc
1,515,743
28,579.8
0%
2.760
0%
1.710
-13.72%
+1.43%
1,888.3
Biotechnology
ELVN
Enliven Therapeutics Inc
726,876
28,493.5
New Holding
2.750
+2.75%
1.190
+27.44%
+225.13%
3,576.9
Biotechnology
RVMD PUT
Revolution Medicines Inc
481,632
28,438.7
0%
2.740
0%
0.230
+95.37%
+128.63%
38,713.8
Biotechnology
SNDX
Syndax Pharmaceuticals Inc
1,215,743
28,399.8
-9.23%
2.740
-0.45%
1.370
-13.72%
+1.43%
1,888.3
Biotechnology

StemPoint Capital LP's Historical Top Holdings Breakdowns

StemPoint Capital LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CNTA
Centessa Pharmaceuticals PLC
2026-03-31
Sold Out
Sold Out
-4.95%
●
22.02 ($25.58) 39.72
$40.50
58.33%
Sold Out
0
-1,154,114
ACLX Unlock Delisted
Arcellx Inc
2026-03-31
Sold Out
Sold Out
-3.72%
●
61.83 ($88.26) 114.82
$115.07
30.38%
Sold Out
0
-332,860
TERN Unlock Delisted
Terns Pharmaceuticals Inc
2026-03-31
Sold Out
Sold Out
-2.97%
●
34.11 ($41.07) 53.17
$52.95
28.93%
Sold Out
0
-429,198
PRAX
Praxis Precision Medicines Inc
2026-03-31
Add
Add
+2.84%
●
272.9 ($309.35) 347.55
$327.79
5.96%
Add 434.17%
112,534
91,467
ELVN
Enliven Therapeutics Inc
2026-03-31
New Buy
New Buy
+2.75%
●
15.14 ($27.7) 39.29
$50.07
80.76%
New holding
726,876
726,876
CGON
CG Oncology Inc
2026-03-31
New Buy
New Buy
+2.68%
●
40.04 ($56.66) 68.64
$71.85
26.81%
New holding
411,244
411,244
MBX
MBX Biosciences Inc
2026-03-31
Add
Add
+2.65%
●
26.92 ($34.01) 43.14
$52.21
53.51%
Add 1171.67%
998,938
920,385
BHVN
Biohaven Ltd
2026-03-31
New Buy
New Buy
+2.60%
●
8.09 ($10.94) 13.76
$15.83
44.70%
New holding
3,188,982
3,188,982
ABVX
Abivax SA
2026-03-31
Add
Add
+2.53%
●
101.5 ($118.34) 133.77
$97.42
-17.68%
Add 60.19%
627,582
235,799
TWST
Twist Bioscience Corp
2026-03-31
Reduce
Reduce
-2.35%
●
32.39 ($44.84) 54.92
$99.76
122.48%
Reduce -83.37%
86,220
-432,135

StemPoint Capital LP Total Holding History ($B)

To

StemPoint Capital LP's Asset Allocation

To

StemPoint Capital LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

StemPoint Capital LP's Hypothetical Growth since 2026-03-31

StemPoint Capital LP's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

StemPoint Capital LP's Holdings Heat Map

Size field:

StemPoint Capital LP's Holdings Bubble Chart

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