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 |
|---|---|---|---|---|---|---|---|---|
| SRRK | SCHOLAR ROCK HLDG CORP | $1.02亿 | 9.81% | 2,070,992 | 1,184,099 | 133.5% | $5,821.03万 | 加仓 |
| ABVX | ABIVAX SA | $6,988.13万 | 6.74% | 627,582 | 235,799 | 60.2% | $2,625.62万 | 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 |
| RVMD | REVOLUTION MEDICINES INC | $5,477.74万 | 5.28% | 563,264 | 501,232 | 808.0% | $4,874.48万 | 加仓 |
| IMVT | IMMUNOVANT INC | $3,708.58万 | 3.57% | 1,492,988 | 848,029 | 131.5% | $2,106.50万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $3,625.73万 | 3.49% | 112,534 | 91,467 | 434.2% | $2,946.98万 | 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 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,889.84万 | 2.79% | 1,066,756 | 776,707 | 267.8% | $2,104.10万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $2,849.35万 | 2.75% | 726,876 | 726,876 | — | $2,849.35万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $2,783.30万 | 2.68% | 411,244 | 348,225 | 552.6% | $2,356.79万 | 重新持有 |
| 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 |
| ROIV | ROIVANT SCIENCES LTD | $2,137.33万 | 2.06% | 771,600 | -195,098 | -20.2% | -$540.42万 | 减仓 |
| EYPT | EYEPOINT INC | $2,090.15万 | 2.01% | 1,621,528 | 1,267,679 | 358.3% | $1,634.04万 | 加仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1,949.79万 | 1.88% | 827,584 | 602,844 | 268.2% | $1,420.30万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,930.57万 | 1.86% | 400,534 | 49,461 | 14.1% | $238.40万 | 加仓 |
| SRZN | SURROZEN INC | $1,916.99万 | 1.85% | 721,620 | 101,854 | 16.4% | $270.58万 | 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 |
| DYN | DYNE THERAPEUTICS INC | $1,835.03万 | 1.77% | 1,012,150 | 176,950 | 21.2% | $320.81万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $1,832.44万 | 1.77% | 581,728 | 220,852 | 61.2% | $695.68万 | 加仓 |
| CYTK | CYTOKINETICS INC | $1,708.08万 | 1.65% | 259,154 | 112,176 | 76.3% | $739.35万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $1,690.81万 | 1.63% | 335,212 | 302,835 | 935.3% | $1,527.50万 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,637.99万 | 1.58% | 853,122 | 434,064 | 103.6% | $833.40万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,636.98万 | 1.58% | 281,510 | -67,095 | -19.2% | -$390.16万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $1,613.07万 | 1.55% | 508,534 | 508,534 | — | $1,613.07万 | 新建仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $1,529.92万 | 1.47% | 145,154 | 85,724 | 144.2% | $903.53万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $1,479.74万 | 1.43% | 386,354 | 386,354 | — | $1,479.74万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,435.07万 | 1.38% | 171,004 | 91,720 | 115.7% | $769.71万 | 加仓 |
| CELC | CELCUITY INC | $1,371.10万 | 1.32% | 120,124 | 1,791 | 1.5% | $20.44万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $1,230.33万 | 1.19% | 650,966 | 650,966 | — | $1,230.33万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $1,184.61万 | 1.14% | 677,308 | 677,308 | — | $1,184.61万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $1,156.57万 | 1.11% | 361,316 | 288,210 | 394.2% | $922.56万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,079.90万 | 1.04% | 485,132 | 485,132 | — | $1,079.90万 | 新建仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $1,029.16万 | 0.99% | 370,870 | 214,142 | 136.6% | $594.24万 | 加仓 |
| ALMS | ALUMIS INC | $1,011.47万 | 0.97% | 459,132 | 459,132 | — | $1,011.47万 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $977.20万 | 0.94% | 630,452 | 630,452 | — | $977.20万 | 新建仓 |
| ZURA | ZURA BIO LTD | $896.69万 | 0.86% | 1,507,040 | 1,507,040 | — | $896.69万 | 新建仓 |
| EVMN | EVOMMUNE INC | $877.07万 | 0.85% | 387,554 | 319,358 | 468.3% | $722.74万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC | $840.64万 | 0.81% | 401,838 | 156,460 | 63.8% | $327.31万 | 重新持有 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $837.63万 | 0.81% | 265,746 | 265,746 | — | $837.63万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $831.59万 | 0.80% | 1,194,818 | 1,194,818 | — | $831.59万 | 新建仓 |
| ERAS | ERASCA INC | $776.19万 | 0.75% | 479,722 | 479,722 | — | $776.19万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $753.61万 | 0.73% | 30,830 | -4,170 | -11.9% | -$101.93万 | 减仓 |
| XFOR | X4 PHARMACEUTICALS INC | $702.71万 | 0.68% | 1,701,484 | 803,019 | 89.4% | $331.65万 | 加仓 |
| PCVX | VAXCYTE INC | $686.41万 | 0.66% | 118,122 | 118,122 | — | $686.41万 | 新建仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $648.16万 | 0.62% | 1,878,738 | 419,931 | 28.8% | $144.88万 | 加仓 |
| HLXC | HELIX ACQUISITION CORP III | $619.82万 | 0.60% | 610,056 | 610,056 | — | $619.82万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $603.46万 | 0.58% | 377,400 | 377,400 | — | $603.46万 | 新建仓 |
| ALKS | ALKERMES PLC | $569.24万 | 0.55% | 160,984 | -80,653 | -33.4% | -$285.19万 | 重新持有 |
| PHVS | PHARVARIS N V | $489.50万 | 0.47% | 173,274 | 114,885 | 196.8% | $324.55万 | 加仓 |
| IVVD | INVIVYD INC | $487.38万 | 0.47% | 3,749,092 | 2,759,270 | 278.8% | $358.71万 | 加仓 |
| JBIO | JADE BIOSCIENCES INC | $432.84万 | 0.42% | 308,068 | 308,068 | — | $432.84万 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $409.72万 | 0.39% | 86,220 | -432,135 | -83.4% | -$2,053.51万 | 减仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $406.60万 | 0.39% | 200,000 | 100,000 | 100.0% | $203.30万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $402.34万 | 0.39% | 269,484 | 133,932 | 98.8% | $199.96万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $396.25万 | 0.38% | 52,770 | 52,770 | — | $396.25万 | 新建仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $383.16万 | 0.37% | 127,086 | 127,086 | — | $383.16万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $300.54万 | 0.29% | 116,040 | 116,040 | — | $300.54万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $292.98万 | 0.28% | 73,080 | 73,080 | — | $292.98万 | 新建仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $287.25万 | 0.28% | 750,000 | 603,442 | 411.7% | $231.12万 | 加仓 |
| SLDB | SOLID BIOSCIENCES INC | $281.38万 | 0.27% | 390,806 | 390,806 | — | $281.38万 | 新建仓 |
| — | LIPOCINE INC NEW | $256.35万 | 0.25% | 320,840 | 320,840 | — | $256.35万 | 新建仓 |
| QURE | UNIQURE NV | $255.28万 | 0.25% | 156,132 | 112,647 | 259.0% | $184.18万 | 加仓 |
| LBRX | LB PHARMACEUTICALS INC | $246.60万 | 0.24% | 100,000 | 100,000 | — | $246.60万 | 新建仓 |
| CCCC | C4 THERAPEUTICS INC | $238.40万 | 0.23% | 906,472 | 906,472 | — | $238.40万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $233.64万 | 0.23% | 29,176 | 29,176 | — | $233.64万 | 新建仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $228.56万 | 0.22% | 75,184 | 57,331 | 321.1% | $174.29万 | 加仓 |
| — | BIODESIX INC | $203.01万 | 0.20% | 140,008 | 140,008 | — | $203.01万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP 看涨期权 | $117.60万 | 0.11% | 200,000 | -77,000 | -27.8% | -$45.28万 | 减仓 |
| STRO | SUTRO BIOPHARMA INC | $116.06万 | 0.11% | 46,590 | 46,590 | — | $116.06万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $105.00万 | 0.10% | 200,000 | 200,000 | — | $105.00万 | 新建仓 |
| — | SPRUCE BIOSCIENCES INC | $83.13万 | 0.08% | 12,720 | 12,720 | — | $83.13万 | 新建仓 |
| — | VISTAGEN THERAPEUTICS INC | $70.49万 | 0.07% | 1,233,498 | 616,749 | 100.0% | $35.25万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC 看涨期权 | $58.00万 | 0.06% | 200,000 | 200,000 | — | $58.00万 | 新建仓 |
| IMVT | IMMUNOVANT INC 看涨期权 | $51.00万 | 0.05% | 200,000 | -50,000 | -20.0% | -$12.75万 | 重新持有 |
| XBI | SPDR SERIES TRUST 看涨期权 | $32.85万 | 0.03% | 300,000 | 300,000 | — | $32.85万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC 看涨期权 | $18.00万 | 0.02% | 300,000 | 200,000 | 200.0% | $12.00万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $17.10万 | 0.02% | 100,000 | 100,000 | — | $17.10万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $14.84万 | 0.01% | 80,000 | 80,000 | — | $14.84万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $2.50万 | 0.00% | 500,000 | 500,000 | — | $2.50万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC 看涨期权 | $1.50万 | 0.00% | 200,000 | 200,000 | — | $1.50万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC 看涨期权 | $7,500 | 0.00% | 50,000 | 50,000 | — | $7,500 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $2,000 | 0.00% | 20,000 | 20,000 | — | $2,000 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -1,154,114 | -100.0% | -$2,886.44万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -332,860 | -100.0% | -$2,170.25万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -429,198 | -100.0% | -$1,733.96万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,736 | -100.0% | -$1,032.84万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -606,825 | -100.0% | -$985.48万 | 清仓 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -4,192,375 | -100.0% | -$985.21万 | 清仓 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $0 | 0.00% | 0 | -97,340 | -100.0% | -$759.64万 | 清仓 |
| NKTR | NEKTAR THERAPEUTICS | $0 | 0.00% | 0 | -178,274 | -100.0% | -$753.74万 | 清仓 |
| CLPT | CLEARPOINT NEURO INC | $0 | 0.00% | 0 | -481,858 | -100.0% | -$659.18万 | 清仓 |
| IMTX | IMMATICS N.V | $0 | 0.00% | 0 | -610,308 | -100.0% | -$640.82万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC | $0 | 0.00% | 0 | -522,693 | -100.0% | -$634.55万 | 清仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -58,915 | -100.0% | -$630.63万 | 清仓 |
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -80,574 | -100.0% | -$608.17万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -61,435 | -100.0% | -$606.79万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -161,659 | -100.0% | -$558.86万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -125,877 | -100.0% | -$521.51万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -4,759 | -100.0% | -$511.44万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $0 | 0.00% | 0 | -399,557 | -100.0% | -$500.25万 | 清仓 |