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 |
|---|---|---|---|---|---|---|---|---|
| IMCR | IMMUNOCORE HLDGS PLC | $0 | 0.00% | 0 | -127,086 | -100.0% | -$383.16万 | 清仓 |
| — | FORTE BIOSCIENCES INC | $0 | 0.00% | 0 | -116,040 | -100.0% | -$300.54万 | 清仓 |
| — | LIPOCINE INC NEW | $0 | 0.00% | 0 | -320,840 | -100.0% | -$256.35万 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -29,176 | -100.0% | -$233.64万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -75,184 | -100.0% | -$228.56万 | 清仓 |
| SRRK | SCHOLAR ROCK HLDG CORP 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$117.60万 | 清仓 |
| STRO | SUTRO BIOPHARMA INC | $0 | 0.00% | 0 | -46,590 | -100.0% | -$116.06万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$58.00万 | 清仓 |
| IMVT | IMMUNOVANT INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$51.00万 | 清仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -300,000 | -100.0% | -$18.00万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$17.10万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -80,000 | -100.0% | -$14.84万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$2.50万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1.50万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$7,500 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2,000 | 清仓 |