2026 Q2 Portfolio Activity
In 2026 Q2, STEMPOINT CAPITAL LP maintained a portfolio of 116 distinct positions. The most significant new addition was KINIKSA PHARMACEUTICALS INTL, now representing 2.30% of the total fund value. They heavily accumulated shares in TANGO THERAPEUTICS INC, increasing the position by 508.7%. The fund also reduced its exposure to SCHOLAR ROCK HLDG CORP by 76.9%.
Position History
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Total Positions
116
Quarter
2026 Q2
Top Holding
TNGX (6.6%)
Top 10 Concentration
41.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 116
STEMPOINT CAPITAL LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TNGX
TANGO THERAPEUT...
|
Healthcare | 6.59% | 0.82% |
#1
37
Prev: #38
|
7.6 |
—
|
1,022,100 | 508.7% |
P
S
|
1,223,019 | $38,231,574 |
$26.66
-4.0%
|
2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ABVX
ABIVAX SA
|
Healthcare | 6.51% | 6.79% |
#2
Prev: #2
|
4.6 |
—
|
-30,134 | -9.6% |
P
S
|
283,657 | $37,800,132 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RVMD
REVOLUTION MEDI...
|
Healthcare | 5.16% | 5.32% |
#3
1
Prev: #4
|
3.1 |
—
|
-121,689 | -43.2% |
P
S
|
159,943 | $29,954,125 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ERAS
ERASCA INC
|
Healthcare | 4.94% | 0.75% |
#4
37
Prev: #41
|
5.5 |
—
|
1,326,052 | 552.8% |
P
S
|
1,565,913 | $28,687,526 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TYRA
TYRA BIOSCIENCE...
|
Healthcare | 3.48% | 1.44% |
#5
20
Prev: #25
|
4.9 |
—
|
439,577 | 227.6% |
P
S
|
632,754 | $20,210,163 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DNTH
DIANTHUS THERAP...
|
Healthcare | 3.37% | 1.39% |
#6
20
Prev: #26
|
4.3 |
—
|
115,349 | 134.9% |
P
S
|
200,851 | $19,578,955 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ELVN
ENLIVEN THERAPE...
|
Healthcare | 3.03% | 2.77% |
#7
2
Prev: #9
|
1.7 |
—
|
-16,524 | -4.5% |
P
S
|
346,914 | $17,605,886 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MLYS
MINERALYS THERA...
|
Healthcare | 2.80% | 2.81% |
#8
Prev: #8
|
3.1 |
—
|
69,308 | 13.0% |
P
S
|
602,686 | $16,260,468 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BHVN
BIOHAVEN LTD
|
Healthcare | 2.73% | 2.62% |
#9
2
Prev: #11
|
1.1 |
—
|
-530,291 | -33.3% |
P
S
|
1,064,200 | $15,835,296 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRZN
SURROZEN INC
|
Healthcare | 2.37% | 1.11% |
#10
21
Prev: #31
|
3.9 |
—
|
406,817 | 207.6% |
P
S
|
602,798 | $13,786,568 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KNSA
KINIKSA PHARMAC...
|
Healthcare | 2.30% | — |
#11
Prev: #—
|
4.4 |
—
|
209,234 | — |
NEW
|
209,234 | $13,380,514 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRRK
SCHOLAR ROCK HL...
|
Healthcare | 2.27% | 9.89% |
#12
11
Prev: #1
|
0.9 |
—
|
-796,350 | -76.9% |
P
S
|
239,146 | $13,153,030 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALKS
ALKERMES PLC
|
Healthcare | 2.24% | 0.55% |
#13
35
Prev: #48
|
3.9 |
—
|
167,523 | 208.1% |
P
S
|
248,015 | $12,994,746 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
FIRST TRACKS BI...
|
|
Unknown | 2.16% | — |
#14
Prev: #—
|
4.4 |
—
|
622,723 | — |
NEW
|
622,723 | $12,529,187 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
PRAX
PRAXIS PRECISIO...
|
Healthcare | 2.15% | 3.52% |
#15
9
Prev: #6
|
0.9 |
—
|
-19,024 | -33.8% |
P
S
|
37,243 | $12,468,584 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROIV
ROIVANT SCIENCE...
|
Healthcare | 2.12% | 2.08% |
#16
4
Prev: #12
|
1.3 |
—
|
-37,392 | -9.7% |
P
S
|
348,408 | $12,330,159 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BIOA
BIOAGE LABS INC
|
Healthcare | 1.96% | 1.15% |
#17
12
Prev: #29
|
3.3 |
—
|
125,517 | 37.1% |
P
S
|
464,171 | $11,376,831 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CGON
CG ONCOLOGY INC
|
Healthcare | 1.95% | 2.70% |
#18
8
Prev: #10
|
0.8 |
—
|
-46,273 | -22.5% |
P
S
|
159,349 | $11,321,746 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ORKA
ORUKA THERAPEUT...
|
Healthcare | 1.91% | — |
#19
Prev: #—
|
4.3 |
—
|
116,461 | — |
NEW
|
116,461 | $11,083,593 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IMVT
IMMUNOVANT INC
|
Healthcare | 1.84% | 3.60% |
#20
15
Prev: #5
|
0.7 |
—
|
-469,967 | -63.0% |
P
S
|
276,527 | $10,654,585 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CELC
CELCUITY INC
|
Healthcare | 1.77% | 1.33% |
#21
6
Prev: #27
|
3.7 |
—
|
38,141 | 63.5% |
P
S
|
98,203 | $10,273,998 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RLMD
RELMADA THERAPE...
|
Healthcare | 1.74% | 0.81% |
#22
18
Prev: #40
|
3.7 |
—
|
862,684 | 144.4% |
P
S
|
1,460,093 | $10,103,844 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLYM
CLIMB BIO INC
|
Healthcare | 1.67% | — |
#23
Prev: #—
|
4.2 |
—
|
742,745 | — |
NEW
|
742,745 | $9,685,395 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYRE
SPYRE THERAPEUT...
|
Healthcare | 1.64% | 1.64% |
#24
4
Prev: #20
|
0.7 |
—
|
-60,680 | -36.2% |
P
S
|
106,926 | $9,492,890 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ZURA
ZURA BIO LTD
|
Healthcare | 1.39% | 0.87% |
#25
11
Prev: #36
|
3.6 |
—
|
614,695 | 81.6% |
P
S
|
1,368,215 | $8,072,469 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IFRX
INFLARX NV
|
Healthcare | 1.25% | — |
#26
Prev: #—
|
4.0 |
—
|
3,228,255 | — |
NEW
|
3,228,255 | $7,231,291 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMLX
AMYLYX PHARMACE...
|
Healthcare | 1.19% | 1.81% |
#27
11
Prev: #16
|
0.5 |
—
|
-285,381 | -42.6% |
P
S
|
384,304 | $6,902,100 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CLDX
CELLDEX THERAPE...
|
Healthcare | 1.14% | 1.57% |
#28
5
Prev: #23
|
0.5 |
—
|
-75,855 | -29.8% |
P
S
|
178,412 | $6,638,711 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OVID
OVID THERAPEUTI...
|
Healthcare | 1.12% | — |
#29
Prev: #—
|
3.9 |
—
|
2,417,283 | — |
NEW
|
2,417,283 | $6,502,491 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQ
EQUILLIUM INC
|
Healthcare | 1.11% | — |
#30
Prev: #—
|
3.9 |
—
|
2,016,607 | — |
NEW
|
2,016,607 | $6,453,142 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DFTX
DEFINIUM THERAP...
|
Healthcare | 1.11% | 1.20% |
#31
3
Prev: #28
|
0.4 |
—
|
-188,359 | -57.9% |
P
S
|
137,124 | $6,450,313 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CYTK
CYTOKINETICS IN...
|
Healthcare | 1.11% | 1.66% |
#32
13
Prev: #19
|
0.4 |
—
|
-53,974 | -41.7% |
P
S
|
75,603 | $6,440,620 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLTO
DAMORA THERAPEU...
|
Healthcare | 0.97% | — |
#33
Prev: #—
|
3.9 |
—
|
216,194 | — |
NEW
|
216,194 | $5,623,206 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IVA
INVENTIVA SA
|
Healthcare | 0.93% | — |
#34
Prev: #—
|
3.9 |
—
|
1,426,320 | — |
NEW
|
1,426,320 | $5,391,490 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IPSC
CENTURY THERAPE...
|
Healthcare | 0.91% | — |
#35
Prev: #—
|
3.9 |
—
|
2,146,182 | — |
NEW
|
2,146,182 | $5,258,146 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AURA
AURA BIOSCIENCE...
|
Healthcare | 0.87% | — |
#36
Prev: #—
|
3.8 |
—
|
714,280 | — |
NEW
|
714,280 | $5,071,388 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EYPT
EYEPOINT INC
|
Healthcare | 0.83% | 2.03% |
#37
24
Prev: #13
|
0.3 |
—
|
-472,293 | -58.3% |
P
S
|
338,471 | $4,840,135 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASMB
ASSEMBLY BIOSCI...
|
Healthcare | 0.81% | 1.00% |
#38
5
Prev: #33
|
0.8 |
—
|
-15,057 | -8.1% |
P
S
|
170,378 | $4,681,987 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WHWK
WHITEHAWK THERA...
|
Healthcare | 0.81% | 0.63% |
#39
6
Prev: #45
|
2.3 |
—
|
81,668 | 8.7% |
P
S
|
1,021,037 | $4,676,349 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XENE
XENON PHARMACEU...
|
Healthcare | 0.79% | 1.59% |
#40
18
Prev: #22
|
0.3 |
—
|
-64,680 | -46.0% |
P
S
|
76,075 | $4,591,887 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QURE
UNIQURE NV
|
Healthcare | 0.70% | 0.25% |
#41
21
Prev: #62
|
2.3 |
—
|
10,049 | 12.9% |
P
S
|
88,115 | $4,058,577 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPS
COMPASS PATHWAY...
|
Healthcare | 0.69% | — |
#42
Prev: #—
|
3.8 |
—
|
284,769 | — |
NEW
|
284,769 | $4,029,481 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
AVALYN PHARMACE...
|
|
Unknown | 0.67% | — |
#43
Prev: #—
|
3.8 |
—
|
118,000 | — |
NEW
|
118,000 | $3,884,560 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
MPLT
MAPLIGHT THERAP...
|
Healthcare | 0.66% | 0.40% |
#44
9
Prev: #53
|
2.3 |
—
|
6,906 | 6.9% |
P
S
|
106,906 | $3,831,511 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ALMS
ALUMIS INC
|
Healthcare | 0.66% | 0.98% |
#45
11
Prev: #34
|
0.3 |
—
|
-93,830 | -40.9% |
P
S
|
135,736 | $3,819,611 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.65% | — |
#46
Prev: #—
|
3.8 |
—
|
15,375 | — |
NEW
|
15,375 | $3,763,339 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLUE
MONTE ROSA THER...
|
Healthcare | 0.64% | — |
#47
Prev: #—
|
3.8 |
—
|
153,544 | — |
NEW
|
153,544 | $3,715,765 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ACAD
ACADIA PHARMACE...
|
Healthcare | 0.62% | 1.05% |
#48
16
Prev: #32
|
0.2 |
—
|
-99,399 | -41.0% |
P
S
|
143,167 | $3,622,125 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLDB
SOLID BIOSCIENC...
|
Healthcare | 0.62% | 0.27% |
#49
11
Prev: #60
|
3.2 |
—
|
163,377 | 83.6% |
P
S
|
358,780 | $3,584,212 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PSNL
PERSONALIS INC
|
Healthcare | 0.57% | — |
#50
Prev: #—
|
3.7 |
—
|
247,783 | — |
NEW
|
247,783 | $3,320,292 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-50 of 116 holdings