Stempoint Capital LP
13F holdings for Q2 2026 · NEW YORK, NY · filed August 14, 2026
Stempoint Capital LP reported $581M in 13F securities across 77 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were TNGX (6.6%), ABVX (6.5%), RVMD (5.2%). Reported value fell 44.0% from the quarter before. It opened 25 new positions, added to 7, trimmed 41 and sold out of 22.
- 13F value Q2 2026
- $581M
- Holdings
- 77
- Change vs prior quarter
- -44.0%
- Rank by 13F value
- #3,549
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| TNGX Tango Therapeutics Inc. | $38.2M | 6.6% | 1,223,019 | +204.4% | Added |
| ABVX Abivax SA | $37.8M | 6.5% | 283,657 | -54.8% | Trimmed |
| RVMD Revolution Medicines Inc. | $30.0M | 5.2% | 159,943 | -71.6% | Trimmed |
| ERAS Erasca Inc. | $28.7M | 5.0% | 1,565,913 | +226.4% | Added |
| TYRA Tyra Biosciences Inc. | $20.2M | 3.5% | 632,754 | +63.8% | Added |
| DNTH Dianthus Therapeutics Inc. | $19.6M | 3.4% | 200,851 | +17.5% | Added |
| ELVN Enliven Therapeutics Inc. | $17.6M | 3.0% | 346,914 | -52.3% | Trimmed |
| MLYS Mineralys Therapeutics Inc. | $16.3M | 2.8% | 602,686 | -43.5% | Trimmed |
| Biohaven LTD | $15.8M | 2.7% | 1,064,200 | -66.6% | Trimmed |
| SRZN Surrozen Inc. | $13.8M | 2.4% | 602,798 | -16.5% | Trimmed |
| Kiniksa Pharmaceuticals Intl P Ord SHS CL A | $13.4M | 2.3% | 209,234 | New | New |
| SRRK Scholar Rock Holding Corporation | $13.2M | 2.3% | 239,146 | -88.5% | Trimmed |
| Alkermes PLC | $13.0M | 2.2% | 248,015 | +54.1% | Added |
| TRAX First Tracks Biotherapeutics Inc. | $12.5M | 2.2% | 622,723 | New | New |
| PRAX Praxis Precision Medicines Inc. | $12.5M | 2.2% | 37,243 | -66.9% | Trimmed |
| Roivant Sciences LTD SHS | $12.3M | 2.1% | 348,408 | -54.8% | Trimmed |
| BIOA BioAge Labs Inc. | $11.4M | 2.0% | 464,171 | -31.5% | Trimmed |
| CGON CG Oncology Inc. | $11.3M | 2.0% | 159,349 | -61.3% | Trimmed |
| ORKA Oruka Therapeutics Inc. | $11.1M | 1.9% | 116,461 | New | New |
| IMVT Immunovant Inc. | $10.7M | 1.8% | 276,527 | -81.5% | Trimmed |
| CELC Celcuity Inc. | $10.3M | 1.8% | 98,203 | -18.2% | Trimmed |
| RLMD Relmada Therapeutics Inc. | $10.1M | 1.7% | 1,460,093 | +22.2% | Added |
| CLYM Climb Bio Inc. | $9.7M | 1.7% | 742,745 | New | New |
| SYRE Spyre Therapeutics Inc. | $9.5M | 1.6% | 106,926 | -68.1% | Trimmed |
| Zura Bio LTD | $8.1M | 1.4% | 1,368,215 | -9.2% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $578M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- TNGX Tango Therapeutics Inc. Added+$25.7M
- ERAS Erasca Inc. Added+$19.9M
- Kiniksa Pharmaceuticals Intl P Ord SHS CL A New+$13.4M
- TRAX First Tracks Biotherapeutics Inc. New+$12.5M
- ORKA Oruka Therapeutics Inc. New+$11.1M
- CLYM Climb Bio Inc. New+$9.7M
- TYRA Tyra Biosciences Inc. Added+$7.9M
- Inflarx Nv New+$7.2M
- OVID Ovid Therapeutics Inc. New+$6.5M
- EQ Equillium Inc. New+$6.5M
Biggest sells in Q2 2026
- SRRK Scholar Rock Holding Corporation Trimmed-$101M
- RVMD Revolution Medicines Inc. Trimmed-$75.5M
- SNDX Syndax Pharmaceuticals Inc. Sold out-$56.8M
- IMVT Immunovant Inc. Trimmed-$46.9M
- ABVX Abivax SA Trimmed-$45.8M
- Biohaven LTD Trimmed-$31.6M
- MBX MBX Biosciences Inc. Sold out-$29.8M
- PRAX Praxis Precision Medicines Inc. Trimmed-$25.2M
- DFTX Definium Therapeutics Inc. Trimmed-$24.2M
- SYRE Spyre Therapeutics Inc. Trimmed-$20.3M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 25 new, 7 added, 41 trimmed, 22 sold out.
Sector mix
- Health Care83.2%
- Not listed with us15.9%
- Industrials0.8%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Inflarx Nv | $7.2M | 1.3% | 3,228,255 | New | New |
| AMLX Amylyx Pharmaceuticals Inc. | $6.9M | 1.2% | 384,304 | -71.3% | Trimmed |
| CLDX Celldex Therapeutics Inc. | $6.6M | 1.1% | 178,412 | -64.9% | Trimmed |
| OVID Ovid Therapeutics Inc. | $6.5M | 1.1% | 2,417,283 | New | New |
| EQ Equillium Inc. | $6.5M | 1.1% | 2,016,607 | New | New |
| DFTX Definium Therapeutics Inc. | $6.5M | 1.1% | 137,124 | -78.9% | Trimmed |
| CYTK Cytokinetics Incorporated | $6.4M | 1.1% | 75,603 | -70.8% | Trimmed |
| Damora Therapeutics Inc | $5.6M | 1.0% | 216,194 | New | New |
| IVA Inventiva S.A. | $5.4M | 0.9% | 1,426,320 | New | New |
| IPSC Century Therapeutics Inc. | $5.3M | 0.9% | 2,146,182 | New | New |
| AURA Aura Biosciences Inc. | $5.1M | 0.9% | 714,280 | New | New |
| EYPT EyePoint Inc. | $4.8M | 0.8% | 338,471 | -79.1% | Trimmed |
| ASMB Assembly Biosciences Inc. | $4.7M | 0.8% | 170,378 | -54.1% | Trimmed |
| WHWK Whitehawk Therapeutics Inc. | $4.7M | 0.8% | 1,021,037 | -45.7% | Trimmed |
| XENE Xenon Pharmaceuticals Inc. | $4.6M | 0.8% | 76,075 | -73.0% | Trimmed |
| Uniqure NV | $4.1M | 0.7% | 88,115 | -43.6% | Trimmed |
| CMPS COMPASS Pathways Plc | $4.0M | 0.7% | 284,769 | New | New |
| AVLN Avalyn Pharma Inc. | $3.9M | 0.7% | 118,000 | New | New |
| MPLT MapLight Therapeutics Inc. | $3.8M | 0.7% | 106,906 | -46.5% | Trimmed |
| ALMS Alumis Inc. | $3.8M | 0.7% | 135,736 | -70.4% | Trimmed |
| AXSM Axsome Therapeutics Inc. | $3.8M | 0.7% | 15,375 | New | New |
| GLUE Monte Rosa Therapeutics Inc. | $3.7M | 0.6% | 153,544 | New | New |
| ACAD ACADIA Pharmaceuticals Inc. | $3.6M | 0.6% | 143,167 | -70.5% | Trimmed |
| SLDB Solid Biosciences Inc. | $3.6M | 0.6% | 358,780 | -8.2% | Trimmed |
| PSNL Personalis Inc. | $3.3M | 0.6% | 247,783 | New | New |
Showing the 50 largest of 73 share positions. The full filing on SEC EDGAR
Questions about Stempoint Capital LP
- What does Stempoint Capital LP own?
- In its Form 13F for Q2 2026, Stempoint Capital LP reported 77 holdings worth $581M. The five largest were TNGX, ABVX, RVMD, ERAS, TYRA.
- What did Stempoint Capital LP buy and sell in Q2 2026?
- Stempoint Capital LP opened 25 new positions, added to 7, trimmed 41 and sold out of 22 compared with the quarter before.
- When did Stempoint Capital LP file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Stempoint Capital LP (SEC CIK 0001952142) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds