STEMPOINT CAPITAL LP
NEW YORK NY · SEC CIK 0001952142
$5.81亿2026Q2 申报市值
84持仓数
41.0%前十大占比 · 第一大 6.6%
32 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TNGX 加仓+$2,567.01万
ERAS 加仓+$1,989.90万
KNSA 新建仓+$1,338.05万
TRAX 新建仓+$1,252.92万
ORKA 新建仓+$1,108.36万
2026Q2 卖出最多 按季末市值估算
SRRK 减仓-$1.01亿
RVMD 减仓-$7,553.40万
SNDX 清仓-$5,679.95万
IMVT 减仓-$4,687.02万
ABVX 减仓-$4,583.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ROIV | ROIVANT SCIENCES LTD | $1,233.02万 | 2.12% | 348,408 | -423,192 | -54.8% | -$1,497.68万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,246.86万 | 2.15% | 37,243 | -75,291 | -66.9% | -$2,520.67万 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,252.92万 | 2.16% | 622,723 | 622,723 | — | $1,252.92万 | 新建仓 |
| ALKS | ALKERMES PLC | $1,299.47万 | 2.24% | 248,015 | 87,031 | 54.1% | $456.00万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,315.30万 | 2.27% | 239,146 | -1,831,846 | -88.5% | -$1.01亿 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,338.05万 | 2.30% | 209,234 | 209,234 | — | $1,338.05万 | 新建仓 |
| SRZN | SURROZEN INC | $1,378.66万 | 2.37% | 602,798 | -118,822 | -16.5% | -$271.76万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1,583.53万 | 2.73% | 1,064,200 | -2,124,782 | -66.6% | -$3,161.68万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,626.05万 | 2.80% | 602,686 | -464,070 | -43.5% | -$1,252.06万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,760.59万 | 3.03% | 346,914 | -379,962 | -52.3% | -$1,928.31万 | 减仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,957.90万 | 3.37% | 200,851 | 29,847 | 17.5% | $290.95万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $2,021.02万 | 3.48% | 632,754 | 246,400 | 63.8% | $787.00万 | 加仓 |
| ERAS | ERASCA INC | $2,868.75万 | 4.94% | 1,565,913 | 1,086,191 | 226.4% | $1,989.90万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,995.41万 | 5.16% | 159,943 | -403,321 | -71.6% | -$7,553.40万 | 减仓 |
| ABVX | ABIVAX SA | $3,780.01万 | 6.51% | 283,657 | -343,925 | -54.8% | -$4,583.14万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $3,823.16万 | 6.58% | 1,223,019 | 821,181 | 204.4% | $2,567.01万 | 加仓 |