STEMPOINT CAPITAL LP
NEW YORK NY · SEC CIK 0001952142
$10.38亿2026Q1 申报市值
82持仓数
45.5%前十大占比 · 第一大 9.8%
37 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SRRK 加仓+$5,821.03万
RVMD 加仓+$4,874.48万
PRAX 加仓+$2,946.98万
ELVN 新建仓+$2,849.35万
MBX 加仓+$2,747.35万
2026Q1 卖出最多 按季末市值估算
CENTESSA PHARMAC 清仓-$2,886.44万
ARCELLX INC 清仓-$2,170.25万
TWST 减仓-$2,053.51万
TERNS PHARMACEUT 清仓-$1,733.96万
MDGL 清仓-$1,032.84万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CYTK | CYTOKINETICS INC | $1,708.08万 | 1.65% | 259,154 | 112,176 | 76.3% | $739.35万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,832.44万 | 1.77% | 581,728 | 220,852 | 61.2% | $695.68万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $1,835.03万 | 1.77% | 1,012,150 | 176,950 | 21.2% | $320.81万 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1,861.72万 | 1.79% | 1,339,370 | 774,230 | 137.0% | $1,076.18万 | 加仓 |
| SRZN | SURROZEN INC | $1,916.99万 | 1.85% | 721,620 | 101,854 | 16.4% | $270.58万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,930.57万 | 1.86% | 400,534 | 49,461 | 14.1% | $238.40万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,949.79万 | 1.88% | 827,584 | 602,844 | 268.2% | $1,420.30万 | 加仓 |
| EYPT | EYEPOINT INC | $2,090.15万 | 2.01% | 1,621,528 | 1,267,679 | 358.3% | $1,634.04万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2,137.33万 | 2.06% | 771,600 | -195,098 | -20.2% | -$540.42万 | 减仓 |
| BHVN | BIOHAVEN LTD | $2,697.88万 | 2.60% | 3,188,982 | 2,171,671 | 213.5% | $1,837.23万 | 重新持有 |
| CGON | CG ONCOLOGY INC | $2,783.30万 | 2.68% | 411,244 | 348,225 | 552.6% | $2,356.79万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,849.35万 | 2.75% | 726,876 | 726,876 | — | $2,849.35万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,889.84万 | 2.79% | 1,066,756 | 776,707 | 267.8% | $2,104.10万 | 加仓 |
| MBX | MBX BIOSCIENCES INC | $2,981.83万 | 2.87% | 998,938 | 920,385 | 1,171.7% | $2,747.35万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3,625.73万 | 3.49% | 112,534 | 91,467 | 434.2% | $2,946.98万 | 加仓 |
| IMVT | IMMUNOVANT INC | $3,708.58万 | 3.57% | 1,492,988 | 848,029 | 131.5% | $2,106.50万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $5,477.74万 | 5.28% | 563,264 | 501,232 | 808.0% | $4,874.48万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $5,679.95万 | 5.47% | 2,431,486 | 1,092,107 | 81.5% | $2,551.16万 | 加仓 |
| ABVX | ABIVAX SA | $6,988.13万 | 6.74% | 627,582 | 235,799 | 60.2% | $2,625.62万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.02亿 | 9.81% | 2,070,992 | 1,184,099 | 133.5% | $5,821.03万 | 加仓 |