Stempoint Capital LP reported 72 positions worth $576.92M for the quarter ended Jun 30, 2026, up 12.9% on the prior quarter. It opened 24 new positions, added to 18, trimmed 29 and exited 21. Its largest holding is Tango Therapeutics, Inc. at 6.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TNGX Tango Therapeutics, Inc. | +1.02M | +508.7% | $31.95M | 6.63% |
| ERAS Erasca, Inc. | +1.33M | +552.8% | $24.29M | 4.97% |
| TYRA Tyra Biosciences, Inc. | +439.6K | +227.6% | $14.04M | 3.5% |
| KNSA Kiniksa Pharmaceuticals International, plc | +209.2K | – | $13.38M | 2.32% |
| TRAX First Tracks Biotherapeutics, Inc. | +622.7K | – | $12.53M | 2.17% |
| DNTH Dianthus Therapeutics, Inc. | +115.3K | +134.9% | $11.24M | 3.39% |
| ORKA Oruka Therapeutics, Inc. | +116.5K | – | $11.08M | 1.92% |
| CLYM Climb Bio, Inc. | +742.7K | – | $9.69M | 1.68% |
| SRZN Surrozen, Inc. | +406.8K | +207.6% | $9.30M | 2.39% |
| ALKS Alkermes plc. | +167.5K | +208.1% | $8.78M | 2.25% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SRRK Scholar Rock Holding Corp | -796.4K | -76.9% | $43.80M | 2.28% |
| SNDX Syndax Pharmaceuticals Inc | -1.22M | -100.0% | $28.40M | Exited |
| RVMD Revolution Medicines, Inc. | -121.7K | -43.2% | $22.79M | 5.19% |
| IMVT Immunovant, Inc. | -470.0K | -63.0% | $18.11M | 1.85% |
| MBX MBX Biosciences, Inc. | -499.5K | -100.0% | $14.91M | Exited |
| DYN Dyne Therapeutics, Inc. | -506.1K | -100.0% | $9.18M | Exited |
| EWTX Edgewise Therapeutics, Inc. | -290.9K | -100.0% | $9.16M | Exited |
| DFTX Definium Therapeutics, Inc. | -188.4K | -57.9% | $8.86M | 1.12% |
| GPCR Structure Therapeutics Inc. | -162.1K | -80.9% | $8.70M | 0.355% |
| ARQT Arcutis Biotherapeutics, Inc. | -314.8K | -76.1% | $8.26M | 0.45% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| KNSA Kiniksa Pharmaceuticals International, plc | +209.2K | $13.38M | 2.32% |
| TRAX First Tracks Biotherapeutics, Inc. | +622.7K | $12.53M | 2.17% |
| ORKA Oruka Therapeutics, Inc. | +116.5K | $11.08M | 1.92% |
| CLYM Climb Bio, Inc. | +742.7K | $9.69M | 1.68% |
| IFRX InflaRx N.V. | +3.23M | $7.23M | 1.25% |
| OVID Ovid Therapeutics Inc. | +2.42M | $6.50M | 1.13% |
| EQ Equillium, Inc. | +2.02M | $6.45M | 1.12% |
| DMRA Damora Therapeutics, Inc. | +216.2K | $5.62M | 0.975% |
| IVA Inventiva S.A. | +1.43M | $5.39M | 0.935% |
| IPSC Century Therapeutics, Inc. | +2.15M | $5.26M | 0.911% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SNDX Syndax Pharmaceuticals Inc | -1.22M | $28.40M | 5.56% |
| MBX MBX Biosciences, Inc. | -499.5K | $14.91M | 2.92% |
| DYN Dyne Therapeutics, Inc. | -506.1K | $9.18M | 1.8% |
| EWTX Edgewise Therapeutics, Inc. | -290.9K | $9.16M | 1.79% |
| DNLI Denali Therapeutics Inc. | -426.6K | $8.19M | 1.6% |
| NRIX Nurix Therapeutics, Inc. | -315.2K | $4.89M | 0.956% |
| EVMN Evommune, Inc. | -193.8K | $4.39M | 0.858% |
| FTH Faeth Therapeutics, Inc. | -132.9K | $4.19M | 0.82% |
| JNJ Johnson & Johnson | -15.4K | $3.77M | 0.737% |
| XFOR X4 Pharmaceuticals, Inc | -850.7K | $3.51M | 0.688% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | TNGX Tango Therapeutics, Inc. | Healthcare | 1.22M | $38.23M | 6.63% | +1.02M | +508.7% | Added | 0.73% |
| 2 | ABVX Abivax S.A. | Healthcare | 283.7K | $37.80M | 6.55% | -30.1K | -9.6% | Reduced | 0.41% |
| 3 | RVMD Revolution Medicines, Inc. | Healthcare | 159.9K | $29.95M | 5.19% | -121.7K | -43.2% | Reduced | 0.07% |
| 4 | ERAS Erasca, Inc. | Healthcare | 1.57M | $28.69M | 4.97% | +1.33M | +552.8% | Added | 0.5% |
| 5 | TYRA Tyra Biosciences, Inc. | Healthcare | 632.8K | $20.21M | 3.5% | +439.6K | +227.6% | Added | 0.96% |
| 6 | DNTH Dianthus Therapeutics, Inc. | Healthcare | 200.9K | $19.58M | 3.39% | +115.3K | +134.9% | Added | 0.36% |
| 7 | ELVN Enliven Therapeutics, Inc. | Healthcare | 346.9K | $17.61M | 3.05% | -16.5K | -4.5% | Reduced | 0.47% |
| 8 | MLYS Mineralys Therapeutics, Inc. | Healthcare | 602.7K | $16.26M | 2.82% | +69.3K | +13.0% | Added | 0.68% |
| 9 | BHVN Biohaven Ltd. | Healthcare | 1.06M | $15.84M | 2.74% | -530.3K | -33.3% | Reduced | 0.7% |
| 10 | SRZN Surrozen, Inc. | Healthcare | 602.8K | $13.79M | 2.39% | +406.8K | +207.6% | Added | 5.17% |
| 11 | KNSA Kiniksa Pharmaceuticals International, plc | Healthcare | 209.2K | $13.38M | 2.32% | +209.2K | – | New | 0.43% |
| 12 | SRRK Scholar Rock Holding Corp | Healthcare | 239.1K | $13.15M | 2.28% | -796.4K | -76.9% | Reduced | 0.18% |
| 13 | ALKS Alkermes plc. | Healthcare | 248.0K | $12.99M | 2.25% | +167.5K | +208.1% | Added | 0.15% |
| 14 | TRAX First Tracks Biotherapeutics, Inc. | Healthcare | 622.7K | $12.53M | 2.17% | +622.7K | – | New | 1.76% |
| 15 | PRAX Praxis Precision Medicines, Inc. | Healthcare | 37.2K | $12.47M | 2.16% | -19.0K | -33.8% | Reduced | 0.13% |
Tip. Select a row to see that position’s full history at Stempoint Capital.
As of its Q2 2026 13F filing, Stempoint Capital LP’s five largest positions were Tango Therapeutics, Inc. (TNGX) at 6.6%, Abivax S.A. (ABVX) at 6.6%, Revolution Medicines, Inc. (RVMD) at 5.2%, Erasca, Inc. (ERAS) at 5.0%, Tyra Biosciences, Inc. (TYRA) at 3.5% of the reported portfolio.
Stempoint Capital LP reported a 13F portfolio worth $576.92M across 72 positions for Q2 2026. That is up 12.9% from the previous quarter.
Its largest purchases by value were Tango Therapeutics, Inc. ($31.95M), Erasca, Inc. ($24.29M), Tyra Biosciences, Inc. ($14.04M). It opened 24 new positions.
Its largest sales by value were Scholar Rock Holding Corp ($43.80M), Syndax Pharmaceuticals Inc ($28.40M), Revolution Medicines, Inc. ($22.79M). It exited 21 positions entirely.
From the Form 13F-HR reports Stempoint Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.