0001420506-26-001177.txt : 20260518 0001420506-26-001177.hdr.sgml : 20260518 20260518163802 ACCESSION NUMBER: 0001420506-26-001177 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260518 DATE AS OF CHANGE: 20260518 EFFECTIVENESS DATE: 20260518 FILER: COMPANY DATA: COMPANY CONFORMED NAME: STEMPOINT CAPITAL LP CENTRAL INDEX KEY: 0001952142 ORGANIZATION NAME: EIN: 920402540 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23724 FILM NUMBER: 26994197 BUSINESS ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: (212) 540-4099 MAIL ADDRESS: STREET 1: 520 MADISON AVENUE STREET 2: 19TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: StemPoint Capital LP DATE OF NAME CHANGE: 20221025 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001952142 XXXXXXXX 03-31-2026 03-31-2026 true 1 NEW HOLDINGS false STEMPOINT CAPITAL LP

520 MADISON AVENUE 19TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-23724 000324248 801-127041 N Sean Tan (212) 540-4099 Sean Tan, President and Managing Partner New York NY 05-18-2026 0 84 522348745 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STEMPOINT CAPITAL LP (9843) ABIVAX SA SPONSORED ADS 00370M103 BBG01JLQNZ03 34940628 313791 SH SOLE 275817 0 37974 ACADIA PHARMACEUTICALS INC COM 004225108 BBG000BHG9K0 5399519 242566 SH SOLE 212748 0 29818 ALKERMES PLC SHS G01767105 BBG000C9F2F9 2846197 80492 SH SOLE 70573 0 9919 ALUMIS INC COM 022307102 BBG01J7X4PN2 5057339 229566 SH SOLE 201548 0 28018 AMYLYX PHARMACEUTICALS INC COM 03237H101 BBG00DP10YT5 9308622 669685 SH SOLE 586692 0 82993 ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 BBG00QN8K4M4 9748940 413792 SH SOLE 380239 0 33553 ASSEMBLY BIOSCIENCES INC COM NEW 045396207 BBG000R62Q06 5145821 185435 SH SOLE 165480 0 19955 AVALO THERAPEUTICS INC COM NEW 05338F306 BBG001QHW0Y8 2011698 134742 SH SOLE 118148 0 16594 BIOAGE LABS INC COM 09077V100 BBG00HBTB0M9 5923058 338654 SH SOLE 307377 0 31277 BIODESIX INC COM 09075X207 BBG001J2LMV6 1015058 70004 SH SOLE 70004 0 0 BIOHAVEN LTD COM G1110E107 BBG017BXV3Q9 13489394 1594491 SH SOLE 1400160 0 194331 BOSTON SCIENTIFIC CORP COM 101137107 BBG01ZJDGBK8 12500 250000 SH Call SOLE 250000 0 0 C4 THERAPEUTICS INC COM STK 12529R107 BBG00BV2Y9B7 1192011 453236 SH SOLE 453236 0 0 CAPRICOR THERAPEUTICS INC COM NEW 14070B309 BBG000DZMK99 1142797 37592 SH SOLE 32980 0 4612 CELCUITY INC COM 15102K100 BBG00HKBW045 6855477 60062 SH SOLE 52717 0 7345 CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 BBG000FW8LZ9 8065349 254267 SH SOLE 225235 0 29032 CG ONCOLOGY INC COM 156944100 BBG00YHKK4Q3 13916497 205622 SH SOLE 180975 0 24647 CYTOKINETICS INC COM NEW 23282W605 BBG000F0R4N9 8540420 129577 SH SOLE 115581 0 13996 DEFINIUM THERAPEUTICS INC COM SHS 24477V105 BBG00F13HYQ7 6151629 325483 SH SOLE 285513 0 39970 DENALI THERAPEUTICS INC COM 24823R105 BBG008P7F869 8189971 426561 SH SOLE 374148 0 52413 DIANTHUS THERAPEUTICS INC COM 252828108 BBG00FB2NPZ0 7175328 85502 SH SOLE 75064 0 10438 DYNE THERAPEUTICS INC COM 26818M108 BBG00NSGPJD0 9175140 506075 SH SOLE 443754 0 62321 EDGEWISE THERAPEUTICS INC COM 28036F105 BBG00K4Y2H24 9162216 290864 SH SOLE 255531 0 35333 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG020FGZCY3 1000 10000 SH Call SOLE 10000 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 BBG000BRXP69 1168207 14588 SH SOLE 14588 0 0 ENLIVEN THERAPEUTICS INC COM 29337E102 BBG00CP3BDD4 14246770 363438 SH SOLE 321163 0 42275 ERASCA INC COM 29479A108 BBG00MTSR883 3880951 239861 SH SOLE 210431 0 29430 EVOMMUNE INC COM SHS 30054Y107 BBG00Y79N887 4385357 193777 SH SOLE 180789 0 12988 EYEPOINT INC COM NEW 30233G209 BBG000F90JX5 10450748 810764 SH SOLE 711374 0 99390 FORTE BIOSCIENCES INC COM NEW 34962G208 BBG001J2N4H0 1502718 58020 SH SOLE 50894 0 7126 HELIX ACQUISITION CORP III USD CL A ORD SHS G4444S107 BBG01YYMT603 3099084 305028 SH SOLE 272164 0 32864 IMMUNOCORE HLDGS PLC ADS 45258D105 BBG00YYCXFB9 1915821 63543 SH SOLE 63543 0 0 IMMUNOVANT INC COM 45258J102 BBG01Y4W69H5 255000 100000 SH Call SOLE 100000 0 0 IMMUNOVANT INC COM 45258J102 BBG00P5MC0Q8 18542911 746494 SH SOLE 658334 0 88160 INVESCO QQQ TR UNIT SER 1 46090E103 BBG021119QS4 74200 40000 SH Call SOLE 40000 0 0 INVIVYD INC COM 00534A102 BBG00W4ML039 2436910 1874546 SH SOLE 1668488 0 206058 IONIS PHARMACEUTICALS INC COM 462222100 BBG000JH6683 1981250 26385 SH SOLE 26385 0 0 JADE BIOSCIENCES INC COM NEW 008064206 BBG00WGHZFH4 2164178 154034 SH SOLE 154034 0 0 JOHNSON & JOHNSON COM 478160104 BBG000BMHYD1 3768043 15415 SH SOLE 15415 0 0 LB PHARMACEUTICALS INC COM SHS 50180M108 BBG00XNP5MQ4 1233000 50000 SH SOLE 50000 0 0 LIPOCINE INC NEW COM NEW 53630X203 BBG0029L1X69 1281756 160420 SH SOLE 160420 0 0 MAPLIGHT THERAPEUTICS INC COM 56565P103 BBG01JZ5DBQ0 2033000 100000 SH SOLE 100000 0 0 MBX BIOSCIENCES INC COM 55287L101 BBG00W7W53M5 14909150 499469 SH SOLE 439956 0 59513 MINERALYS THERAPEUTICS INC COM 603170101 BBG00ZXN1GN3 14449210 533378 SH SOLE 459826 0 73552 NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 BBG01BNNTQN4 5782863 180658 SH SOLE 158460 0 22198 NURIX THERAPEUTICS INC COM 67080M103 BBG00SDJ8M78 4886003 315226 SH SOLE 281432 0 33794 OLEMA PHARMACEUTICALS INC COM 68062P106 BBG01YLTJXY7 3750 25000 SH Call SOLE 25000 0 0 PHARVARIS N V COM N69605108 BBG00YYCW1N8 2447495 86637 SH SOLE 86637 0 0 PRAXIS PRECISION MEDICINES I COM NEW 74006W207 BBG00W9LF2G5 18128665 56267 SH SOLE 49359 0 6908 PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KM7 7649616 72577 SH SOLE 63692 0 8885 RELMADA THERAPEUTICS INC COM 75955J402 BBG003MKSL16 4157967 597409 SH SOLE 531134 0 66275 REVOLUTION MEDICINES INC COM 76155X100 BBG01YDGHHX2 525000 100000 SH Put SOLE 100000 0 0 REVOLUTION MEDICINES INC COM 76155X100 BBG00829F4P8 27388712 281632 SH SOLE 251076 0 30556 ROIVANT SCIENCES LTD SHS G76279101 BBG007STW2B8 10686660 385800 SH SOLE 385800 0 0 SAB BIOTHERAPEUTICS INC COM NEW 78397T202 BBG00YHY0G24 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9652869 200267 SH SOLE 175803 0 24464 SURROZEN INC COM NEW 86889P208 BBG00XY94S95 5708927 195981 SH SOLE 161023 0 34958 SURROZEN INC COM NEW 86889P208 BBG00XY94S95 7752068 329658 SH SOLE 329658 0 0 SUTRO BIOPHARMA INC COM SHS 869367201 BBG000R4V3P3 580278 23295 SH SOLE 23295 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 BBG01WTJ5358 90000 150000 SH Call SOLE 150000 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 BBG000R33JY1 28399756 1215743 SH SOLE 1067499 0 148244 TANGO THERAPEUTICS INC COM 87583X109 BBG00WFDDRS0 4203225 200919 SH SOLE 176325 0 24594 TENAX THERAPEUTICS INC COM NEW 88032L605 BBG000BJ6R36 3017313 188700 SH SOLE 167758 0 20942 TERNS PHARMACEUTICALS INC COM 880881107 BBG01YZ43NJ3 7500 100000 SH Call SOLE 100000 0 0 TWIST BIOSCIENCE CORP COM 90184D100 BBG006KDCHJ4 2048587 43110 SH SOLE 43110 0 0 TYRA BIOSCIENCES INC COM 90240B106 BBG020GQZPD4 290000 100000 SH Call SOLE 100000 0 0 TYRA BIOSCIENCES INC COM 90240B106 BBG00RCQD9D1 7398679 193177 SH SOLE 171485 0 21692 UNIQURE NV SHS N90064101 BBG005SSJYH3 1276379 78066 SH SOLE 68486 0 9580 VAXCYTE INC COM 92243G108 BBG009PHHPL8 3432035 59061 SH SOLE 52140 0 6921 VISTAGEN THERAPEUTICS INC COM 92840H400 BBG000BB33L9 58187 616749 SH SOLE 616749 0 0 WHITEHAWK THERAPEUTICS INC COM 00032Q104 BBG002WN7DT2 3240823 939369 SH SOLE 835859 0 103510 X4 PHARMACEUTICALS INC COM NEW 98420X202 BBG001J1CYH8 3513564 850742 SH SOLE 762812 0 87930 XENON PHARMACEUTICALS INC COM 98420N105 BBG0073DM784 8184903 140755 SH SOLE 125188 0 15567 ZURA BIO LTD CLASS A ORD SHS G9TY5A101 BBG011FJXV49 4483444 753520 SH SOLE 682969 0 70551