Stempoint Capital LP 13F Holdings · Q2 2026
Stempoint Capital LP reported 73 securities worth $580.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TNGX (6.62%), ABVX (6.51%), RVMD (5.18%). Among its top 25 positions this quarter: 4 new, 11 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TNGX | TANGO THERAPEUTICS INC | $38.4M | 6.62% | 1.3M | Added |
| 2 | ABVX | ABIVAX SA | $37.8M | 6.51% | 283,657 | Trimmed |
| 3 | RVMD | REVOLUTION MEDICINES INC | $30.1M | 5.18% | 189,943 | Trimmed |
| 4 | ERAS | ERASCA INC | $28.8M | 4.96% | 1.8M | Added |
| 5 | TYRA | TYRA BIOSCIENCES INC | $20.2M | 3.48% | 632,754 | Added |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $19.6M | 3.37% | 200,851 | Added |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | $17.6M | 3.03% | 346,914 | Trimmed |
| 8 | BHVN | BIOHAVEN LTD | $16.4M | 2.82% | 1.6M | Trimmed |
| 9 | MLYS | MINERALYS THERAPEUTICS INC | $16.3M | 2.80% | 602,686 | Added |
| 10 | SRZN | SURROZEN INC | $13.8M | 2.37% | 602,798 | Trimmed |
| 11 | KNSA | KINIKSA PHARMACEUTICALS INTL | $13.4M | 2.30% | 209,234 | New |
| 12 | SRRK | SCHOLAR ROCK HLDG CORP | $13.2M | 2.27% | 239,146 | Trimmed |
| 13 | ALKS | ALKERMES PLC | $13.0M | 2.24% | 248,015 | Added |
| 14 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $12.5M | 2.16% | 622,723 | New |
| 15 | PRAX | PRAXIS PRECISION MEDICINES I | $12.5M | 2.15% | 37,243 | Trimmed |
| 16 | ROIV | ROIVANT SCIENCES LTD | $12.4M | 2.13% | 448,408 | Added |
| 17 | BIOA | BIOAGE LABS INC | $11.4M | 1.96% | 464,171 | Added |
| 18 | CGON | CG ONCOLOGY INC | $11.3M | 1.95% | 159,349 | Trimmed |
| 19 | ORKA | ORUKA THERAPEUTICS INC | $11.1M | 1.91% | 116,461 | New |
| 20 | IMVT | IMMUNOVANT INC | $10.7M | 1.84% | 276,527 | Trimmed |
| 21 | CELC | CELCUITY INC | $10.3M | 1.77% | 98,203 | Added |
| 22 | RLMD | RELMADA THERAPEUTICS INC | $10.1M | 1.74% | 1.5M | Added |
| 23 | CLYM | CLIMB BIO INC | $9.7M | 1.67% | 742,745 | New |
| 24 | SYRE | SPYRE THERAPEUTICS INC | $9.5M | 1.64% | 106,926 | Trimmed |
| 25 | ZURA | ZURA BIO LTD | $8.1M | 1.39% | 1.4M | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR