STEMPOINT CAPITAL LP — 13F holdings

STEMPOINT CAPITAL LP reported 85 holdings worth $581M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TNGX TANGO THERAPEUTICS INC — $38.4M (6.6%)
2. ABVX ABIVAX SA — $37.8M (6.5%)
3. RVMD REVOLUTION MEDICINES INC — $30.1M (5.2%)
4. ERAS ERASCA INC — $28.8M (5.0%)
5. TYRA TYRA BIOSCIENCES INC — $20.2M (3.5%)
6. DNTH DIANTHUS THERAPEUTICS INC — $19.6M (3.4%)
7. ELVN ENLIVEN THERAPEUTICS INC — $17.6M (3.0%)
8. BHVN Biohaven Ltd — $16.4M (2.8%)
9. MLYS MINERALYS THERAPEUTICS INC — $16.3M (2.8%)
10. SRZN Surrozen Inc — $13.8M (2.4%)