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 |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | $3,823.16万 | 6.58% | 1,223,019 | 821,181 | 204.4% | $2,567.01万 | 加仓 |
| ABVX | ABIVAX SA | $3,780.01万 | 6.51% | 283,657 | -343,925 | -54.8% | -$4,583.14万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $2,995.41万 | 5.16% | 159,943 | -403,321 | -71.6% | -$7,553.40万 | 减仓 |
| ERAS | ERASCA INC | $2,868.75万 | 4.94% | 1,565,913 | 1,086,191 | 226.4% | $1,989.90万 | 加仓 |
| TYRA | TYRA BIOSCIENCES INC | $2,021.02万 | 3.48% | 632,754 | 246,400 | 63.8% | $787.00万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,957.90万 | 3.37% | 200,851 | 29,847 | 17.5% | $290.95万 | 加仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $1,760.59万 | 3.03% | 346,914 | -379,962 | -52.3% | -$1,928.31万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,626.05万 | 2.80% | 602,686 | -464,070 | -43.5% | -$1,252.06万 | 减仓 |
| BHVN | BIOHAVEN LTD | $1,583.53万 | 2.73% | 1,064,200 | -2,124,782 | -66.6% | -$3,161.68万 | 减仓 |
| SRZN | SURROZEN INC | $1,378.66万 | 2.37% | 602,798 | -118,822 | -16.5% | -$271.76万 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $1,338.05万 | 2.30% | 209,234 | 209,234 | — | $1,338.05万 | 新建仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1,315.30万 | 2.27% | 239,146 | -1,831,846 | -88.5% | -$1.01亿 | 减仓 |
| ALKS | ALKERMES PLC | $1,299.47万 | 2.24% | 248,015 | 87,031 | 54.1% | $456.00万 | 加仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $1,252.92万 | 2.16% | 622,723 | 622,723 | — | $1,252.92万 | 新建仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,246.86万 | 2.15% | 37,243 | -75,291 | -66.9% | -$2,520.67万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,233.02万 | 2.12% | 348,408 | -423,192 | -54.8% | -$1,497.68万 | 减仓 |
| BIOA | BIOAGE LABS INC | $1,137.68万 | 1.96% | 464,171 | -213,137 | -31.5% | -$522.40万 | 减仓 |
| CGON | CG ONCOLOGY INC | $1,132.17万 | 1.95% | 159,349 | -251,895 | -61.3% | -$1,789.71万 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,108.36万 | 1.91% | 116,461 | 116,461 | — | $1,108.36万 | 新建仓 |
| IMVT | IMMUNOVANT INC | $1,065.46万 | 1.83% | 276,527 | -1,216,461 | -81.5% | -$4,687.02万 | 减仓 |
| CELC | CELCUITY INC | $1,027.40万 | 1.77% | 98,203 | -21,921 | -18.2% | -$229.34万 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $1,010.38万 | 1.74% | 1,460,093 | 265,275 | 22.2% | $183.57万 | 加仓 |
| CLYM | CLIMB BIO INC | $968.54万 | 1.67% | 742,745 | 742,745 | — | $968.54万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $949.29万 | 1.63% | 106,926 | -228,286 | -68.1% | -$2,026.72万 | 减仓 |
| ZURA | ZURA BIO LTD | $807.25万 | 1.39% | 1,368,215 | -138,825 | -9.2% | -$81.91万 | 减仓 |
| IFRX | INFLARX NV | $723.13万 | 1.25% | 3,228,255 | 3,228,255 | — | $723.13万 | 新建仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $690.21万 | 1.19% | 384,304 | -955,066 | -71.3% | -$1,715.30万 | 减仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $663.87万 | 1.14% | 178,412 | -330,122 | -64.9% | -$1,228.38万 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $650.25万 | 1.12% | 2,417,283 | 2,417,283 | — | $650.25万 | 新建仓 |
| EQ | EQUILLIUM INC | $645.31万 | 1.11% | 2,016,607 | 2,016,607 | — | $645.31万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $645.03万 | 1.11% | 137,124 | -513,842 | -78.9% | -$2,417.11万 | 减仓 |
| CYTK | CYTOKINETICS INC | $644.06万 | 1.11% | 75,603 | -183,551 | -70.8% | -$1,563.67万 | 减仓 |
| DMRA | DAMORA THERAPEUTICS INC | $562.32万 | 0.97% | 216,194 | 216,194 | — | $562.32万 | 新建仓 |
| IVA | INVENTIVA SA | $539.15万 | 0.93% | 1,426,320 | 959,078 | 205.3% | $362.53万 | 重新持有 |
| IPSC | CENTURY THERAPEUTICS INC | $525.81万 | 0.91% | 2,146,182 | 2,146,182 | — | $525.81万 | 新建仓 |
| AURA | AURA BIOSCIENCES INC | $507.14万 | 0.87% | 714,280 | 714,280 | — | $507.14万 | 新建仓 |
| EYPT | EYEPOINT INC | $484.01万 | 0.83% | 338,471 | -1,283,057 | -79.1% | -$1,834.77万 | 减仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $468.20万 | 0.81% | 170,378 | -200,492 | -54.1% | -$550.95万 | 减仓 |
| WHWK | WHITEHAWK THERAPEUTICS INC | $467.63万 | 0.81% | 1,021,037 | -857,701 | -45.7% | -$392.83万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $459.19万 | 0.79% | 76,075 | -205,435 | -73.0% | -$1,240.01万 | 减仓 |
| QURE | UNIQURE NV | $405.86万 | 0.70% | 88,115 | -68,017 | -43.6% | -$313.29万 | 减仓 |
| CMPS | COMPASS PATHWAYS PLC | $402.95万 | 0.69% | 284,769 | 284,769 | — | $402.95万 | 新建仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $388.46万 | 0.67% | 118,000 | 118,000 | — | $388.46万 | 新建仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $383.15万 | 0.66% | 106,906 | -93,094 | -46.5% | -$333.65万 | 减仓 |
| ALMS | ALUMIS INC | $381.96万 | 0.66% | 135,736 | -323,396 | -70.4% | -$910.04万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $376.33万 | 0.65% | 15,375 | 15,375 | — | $376.33万 | 新建仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $371.58万 | 0.64% | 153,544 | 91,967 | 149.4% | $222.56万 | 重新持有 |
| ACAD | ACADIA PHARMACEUTICALS INC | $362.21万 | 0.62% | 143,167 | -341,965 | -70.5% | -$865.17万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $358.42万 | 0.62% | 358,780 | -32,026 | -8.2% | -$31.99万 | 减仓 |
| PSNL | PERSONALIS INC | $332.03万 | 0.57% | 247,783 | 247,783 | — | $332.03万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $328.29万 | 0.57% | 182,382 | 182,382 | — | $328.29万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $319.50万 | 0.55% | 39,198 | 39,198 | — | $319.50万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $295.60万 | 0.51% | 75,872 | 75,872 | — | $295.60万 | 新建仓 |
| PHVS | PHARVARIS N V | $279.78万 | 0.48% | 80,907 | -92,367 | -53.3% | -$319.41万 | 减仓 |
| MNPR | MONOPAR THERAPEUTICS INC | $278.93万 | 0.48% | 30,125 | 30,125 | — | $278.93万 | 新建仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $277.45万 | 0.48% | 66,582 | 66,582 | — | $277.45万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $262.95万 | 0.45% | 77,589 | -283,727 | -78.5% | -$961.55万 | 减仓 |
| SION | SIONNA THERAPEUTICS INC | $261.42万 | 0.45% | 59,426 | -13,654 | -18.7% | -$60.06万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $259.43万 | 0.45% | 98,945 | -728,639 | -88.0% | -$1,910.49万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $244.54万 | 0.42% | 523,648 | -382,824 | -42.2% | -$178.78万 | 减仓 |
| — | SPRUCE BIOSCIENCES INC | $223.50万 | 0.38% | 41,388 | 28,668 | 225.4% | $154.81万 | 加仓 |
| — | CUE BIOPHARMA INC | $211.44万 | 0.36% | 66,995 | 66,995 | — | $211.44万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $204.90万 | 0.35% | 38,178 | -362,356 | -90.5% | -$1,944.76万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $199.84万 | 0.34% | 16,303 | -128,851 | -88.8% | -$1,579.46万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $182.66万 | 0.31% | 171,671 | -438,385 | -71.9% | -$466.44万 | 减仓 |
| — | BIODESIX INC | $157.85万 | 0.27% | 70,000 | -70,008 | -50.0% | -$157.87万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $140.08万 | 0.24% | 96,273 | -281,127 | -74.5% | -$409.04万 | 减仓 |
| SABS | SAB BIOTHERAPEUTICS INC | $133.63万 | 0.23% | 342,631 | -407,369 | -54.3% | -$158.87万 | 减仓 |
| — | CALCIMEDICA INC | $119.57万 | 0.21% | 1,244,864 | 1,244,864 | — | $119.57万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $103.16万 | 0.18% | 31,785 | -68,215 | -68.2% | -$221.39万 | 减仓 |
| — | CELLECTAR BIOSCIENCES INC | $98.67万 | 0.17% | 354,938 | 354,938 | — | $98.67万 | 新建仓 |
| PSNL | PERSONALIS INC 看涨期权 | $81.08万 | 0.14% | 470,000 | 470,000 | — | $81.08万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $80.18万 | 0.14% | 431,054 | 431,054 | — | $80.18万 | 新建仓 |
| BHVN | BIOHAVEN LTD 看涨期权 | $52.50万 | 0.09% | 500,000 | 500,000 | — | $52.50万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $40.00万 | 0.07% | 250,000 | 250,000 | — | $40.00万 | 新建仓 |
| AZN | ASTRAZENECA PLC 看涨期权 | $18.00万 | 0.03% | 25,000 | 25,000 | — | $18.00万 | 新建仓 |
| XBI | SPDR SERIES TRUST 看涨期权 | $17.80万 | 0.03% | 400,000 | 100,000 | 33.3% | $4.45万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC 看涨期权 | $17.50万 | 0.03% | 100,000 | 100,000 | — | $17.50万 | 新建仓 |
| — | VISTAGEN THERAPEUTICS INC | $13.94万 | 0.02% | 616,749 | -616,749 | -50.0% | -$13.94万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $12.75万 | 0.02% | 30,000 | -170,000 | -85.0% | -$72.25万 | 减仓 |
| ERAS | ERASCA INC 看跌期权 | $9.00万 | 0.02% | 200,000 | 200,000 | — | $9.00万 | 新建仓 |
| ARKG | ARK ETF TR 看跌期权 | $7.50万 | 0.01% | 100,000 | 100,000 | — | $7.50万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD 看跌期权 | $4.00万 | 0.01% | 100,000 | 100,000 | — | $4.00万 | 新建仓 |
| AMGN | AMGEN INC 看跌期权 | $1.50万 | 0.00% | 15,000 | 15,000 | — | $1.50万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -2,431,486 | -100.0% | -$5,679.95万 | 清仓 |
| MBX | MBX BIOSCIENCES INC | $0 | 0.00% | 0 | -998,938 | -100.0% | -$2,981.83万 | 清仓 |
| DYN | DYNE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,012,150 | -100.0% | -$1,835.03万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -581,728 | -100.0% | -$1,832.44万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -853,122 | -100.0% | -$1,637.99万 | 清仓 |
| NRIX | NURIX THERAPEUTICS INC | $0 | 0.00% | 0 | -630,452 | -100.0% | -$977.20万 | 清仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -387,554 | -100.0% | -$877.07万 | 清仓 |
| FTH | SENSEI BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -265,746 | -100.0% | -$837.63万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -30,830 | -100.0% | -$753.61万 | 清仓 |
| XFOR | X4 PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,701,484 | -100.0% | -$702.71万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -118,122 | -100.0% | -$686.41万 | 清仓 |
| IVVD | INVIVYD INC | $0 | 0.00% | 0 | -3,749,092 | -100.0% | -$487.38万 | 清仓 |
| JBIO | JADE BIOSCIENCES INC | $0 | 0.00% | 0 | -308,068 | -100.0% | -$432.84万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -86,220 | -100.0% | -$409.72万 | 清仓 |
| AVTX | AVALO THERAPEUTICS INC | $0 | 0.00% | 0 | -269,484 | -100.0% | -$402.34万 | 清仓 |
| IONS | IONIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -52,770 | -100.0% | -$396.25万 | 清仓 |