Stempoint Capital LP 13F 持仓 · 2026年Q2
Stempoint Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 5.81 亿美元。前几大持仓：TNGX（6.62%）、ABVX（6.51%）、RVMD（5.18%）。本季前 25 大持仓中：新建仓 4 只、增持 11 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TNGX | TANGO THERAPEUTICS INC | $38.4M | 6.62% | 1.3M | 增持 |
| 2 | ABVX | ABIVAX SA | $37.8M | 6.51% | 283,657 | 减持 |
| 3 | RVMD | REVOLUTION MEDICINES INC | $30.1M | 5.18% | 189,943 | 减持 |
| 4 | ERAS | ERASCA INC | $28.8M | 4.96% | 1.8M | 增持 |
| 5 | TYRA | TYRA BIOSCIENCES INC | $20.2M | 3.48% | 632,754 | 增持 |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | $19.6M | 3.37% | 200,851 | 增持 |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | $17.6M | 3.03% | 346,914 | 减持 |
| 8 | BHVN | BIOHAVEN LTD | $16.4M | 2.82% | 1.6M | 减持 |
| 9 | MLYS | MINERALYS THERAPEUTICS INC | $16.3M | 2.80% | 602,686 | 增持 |
| 10 | SRZN | SURROZEN INC | $13.8M | 2.37% | 602,798 | 减持 |
| 11 | KNSA | KINIKSA PHARMACEUTICALS INTL | $13.4M | 2.30% | 209,234 | 新建仓 |
| 12 | SRRK | SCHOLAR ROCK HLDG CORP | $13.2M | 2.27% | 239,146 | 减持 |
| 13 | ALKS | ALKERMES PLC | $13.0M | 2.24% | 248,015 | 增持 |
| 14 | TRAX | FIRST TRACKS BIOTHERAPEUTICS | $12.5M | 2.16% | 622,723 | 新建仓 |
| 15 | PRAX | PRAXIS PRECISION MEDICINES I | $12.5M | 2.15% | 37,243 | 减持 |
| 16 | ROIV | ROIVANT SCIENCES LTD | $12.4M | 2.13% | 448,408 | 增持 |
| 17 | BIOA | BIOAGE LABS INC | $11.4M | 1.96% | 464,171 | 增持 |
| 18 | CGON | CG ONCOLOGY INC | $11.3M | 1.95% | 159,349 | 减持 |
| 19 | ORKA | ORUKA THERAPEUTICS INC | $11.1M | 1.91% | 116,461 | 新建仓 |
| 20 | IMVT | IMMUNOVANT INC | $10.7M | 1.84% | 276,527 | 减持 |
| 21 | CELC | CELCUITY INC | $10.3M | 1.77% | 98,203 | 增持 |
| 22 | RLMD | RELMADA THERAPEUTICS INC | $10.1M | 1.74% | 1.5M | 增持 |
| 23 | CLYM | CLIMB BIO INC | $9.7M | 1.67% | 742,745 | 新建仓 |
| 24 | SYRE | SPYRE THERAPEUTICS INC | $9.5M | 1.64% | 106,926 | 减持 |
| 25 | ZURA | ZURA BIO LTD | $8.1M | 1.39% | 1.4M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR