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 |
|---|---|---|---|---|---|---|---|---|
| VRDN | VIRIDIAN THERAPEUTICS INC | $0 | 0.00% | 0 | -154,320 | -100.0% | -$480.24万 | 清仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $0 | 0.00% | 0 | -986,751 | -100.0% | -$474.63万 | 清仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $0 | 0.00% | 0 | -348,401 | -100.0% | -$459.19万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | -1,036,311 | -100.0% | -$441.47万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -14,842 | -100.0% | -$316.49万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -15,707 | -100.0% | -$257.37万 | 清仓 |
| — | QUINCE THERAPEUTICS INC | $0 | 0.00% | 0 | -739,264 | -100.0% | -$247.65万 | 清仓 |
| MGTX | MEIRAGTX HLDGS PLC | $0 | 0.00% | 0 | -287,689 | -100.0% | -$228.71万 | 清仓 |
| IVA | INVENTIVA SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -9,325 | -100.0% | -$213.07万 | 清仓 |
| — | ADC THERAPEUTICS SA | $0 | 0.00% | 0 | -502,570 | -100.0% | -$177.41万 | 清仓 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | -73,328 | -100.0% | -$159.42万 | 清仓 |
| BLTE | BELITE BIO INC | $0 | 0.00% | 0 | -9,163 | -100.0% | -$146.57万 | 清仓 |
| — | XILIO THERAPEUTICS INC | $0 | 0.00% | 0 | -2,030,028 | -100.0% | -$129.96万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -86,517 | -100.0% | -$108.32万 | 清仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $0 | 0.00% | 0 | -182,130 | -100.0% | -$100.17万 | 清仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNDA | VANDA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -58,989 | -100.0% | -$52.03万 | 清仓 |
| — | PASITHEA THERAPEUTICS CORP | $0 | 0.00% | 0 | -355,082 | -100.0% | -$45.81万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC 看涨期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$2.62万 | 清仓 |