# EDGAR Filing Document

**Accession Number:** 0001952142
**File Stem:** 0001420506-26-000490
**Filing Date:** 2026-2
**Character Count:** 13032
**Document Hash:** a72449d78352c695c1b0d4fc25dc03b6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000490.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001420506-26-000490

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STEMPOINT CAPITAL LP
- **CENTRAL INDEX KEY:** 0001952142

**ORGANIZATION NAME:**
- **EIN:** 920402540
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23724
- **FILM NUMBER:** 26638075

**BUSINESS ADDRESS:**
- **STREET 1:** 520 MADISON AVENUE
- **STREET 2:** 19TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** (212) 540-4099

**MAIL ADDRESS:**
- **STREET 1:** 520 MADISON AVENUE
- **STREET 2:** 19TH FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** StemPoint Capital LP
- **DATE OF NAME CHANGE:** 20221025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** STEMPOINT CAPITAL LP<br>**Address:** 520 MADISON AVENUE<br>19TH FLOOR<br>NEW YORK, NY 10022

**Form 13F File Number:** 028-23724

**CRD Number (if applicable):** 000324248

**SEC File Number (if applicable):** 801-127041

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Kevin Roan<br>**Title:** Chief Compliance Officer<br>**Phone:** (929) 376-1311

**Signature, Place, and Date of Signing:**

Kevin Roan Chief Compliance Officer  New York, NY  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 78

**Form 13F Information Table Value Total:** $583203176

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RY4 | 2130669 | 9325 | SH |  | SOLE |  | 9325 | 0 | 0 |
| ABIVAX SA | SPONSORED ADS | 00370M103 | BBG01JLQNZ03 | 52833896 | 391783 | SH |  | SOLE |  | 344942 | 0 | 46841 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | BBG001J2PFF5 | 9854838 | 606825 | SH |  | SOLE |  | 532783 | 0 | 74042 |
| ADC THERAPEUTICS SA | SHS | H0036K147 | BBG00Q6Q3QX1 | 1774072 | 502570 | SH |  | SOLE |  | 472991 | 0 | 29579 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | BBG00DP10YT5 | 6826891 | 565140 | SH |  | SOLE |  | 504858 | 0 | 60282 |
| APOGEE THERAPEUTICS INC | COM | 03770N101 | BBG01H51WYQ5 | 6081726 | 80574 | SH |  | SOLE |  | 73578 | 0 | 6996 |
| ARBUTUS BIOPHARMA CORP | COM | 03879J100 | BBG000RR8V85 | 4746272 | 986751 | SH |  | SOLE |  | 882102 | 0 | 104649 |
| ARCELLX INC | COMMON STOCK | 03940C100 | BBG00QHJM4S9 | 21702472 | 332860 | SH |  | SOLE |  | 293932 | 0 | 38928 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | BBG00QN8K4M4 | 6526450 | 224740 | SH |  | SOLE |  | 224740 | 0 | 0 |
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | BBG007R7VNC1 | 3164908 | 14842 | SH |  | SOLE |  | 14842 | 0 | 0 |
| ASSEMBLY BIOSCIENCES INC | COM NEW | 045396207 | BBG000R62Q06 | 5330319 | 156728 | SH |  | SOLE |  | 139978 | 0 | 16750 |
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | BBG001QHW0Y8 | 2461624 | 135552 | SH |  | SOLE |  | 121164 | 0 | 14388 |
| BELITE BIO INC | SPONSORED ADS | 07782B104 | BBG016LJYT18 | 1465713 | 9163 | SH |  | SOLE |  | 9163 | 0 | 0 |
| BRIDGEBIO ONCOLOGY THERAPEUT | COM NEW | 107924102 | BBG01L3GYF02 | 1083193 | 86517 | SH |  | SOLE |  | 86517 | 0 | 0 |
| BRIGHT MINDS BIOSCIENCES INC | COM NEW | 10919W405 | BBG00ZKX9FP7 | 7596414 | 97340 | SH |  | SOLE |  | 86891 | 0 | 10449 |
| CAPRICOR THERAPEUTICS INC | COM NEW | 14070B309 | BBG000DZMK99 | 515238 | 17853 | SH |  | SOLE |  | 17853 | 0 | 0 |
| CELCUITY INC | COM | 15102K100 | BBG00HKBW045 | 11802533 | 118333 | SH |  | SOLE |  | 105907 | 0 | 12426 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | BBG01081FC59 | 28864391 | 1154114 | SH |  | SOLE |  | 1019778 | 0 | 134336 |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | BBG01W7NSRC7 | 26250 | 75000 | SH | Call | SOLE |  | 75000 | 0 | 0 |
| CLEARPOINT NEURO INC | COM | 18507C103 | BBG000Q39HV3 | 6591817 | 481858 | SH |  | SOLE |  | 438697 | 0 | 43161 |
| CYTOKINETICS INC | COM NEW | 23282W605 | BBG000F0R4N9 | 9338982 | 146978 | SH |  | SOLE |  | 131209 | 0 | 15769 |
| CYTOMX THERAPEUTICS INC | COM | 23284F105 | BBG001J472L3 | 4414685 | 1036311 | SH |  | SOLE |  | 925126 | 0 | 111185 |
| DENALI THERAPEUTICS INC | COM | 24823R105 | BBG008P7F869 | 6918648 | 419058 | SH |  | SOLE |  | 419058 | 0 | 0 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | BBG00FB2NPZ0 | 3267294 | 79284 | SH |  | SOLE |  | 70937 | 0 | 8347 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | BBG00NSGPJD0 | 16336512 | 835200 | SH |  | SOLE |  | 750189 | 0 | 85011 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | BBG00K4Y2H24 | 8955138 | 360876 | SH |  | SOLE |  | 322242 | 0 | 38634 |
| ELI LILLY  CO | COM | 532457108 | BBG000BNBDC2 | 5114402 | 4759 | SH |  | SOLE |  | 4759 | 0 | 0 |
| EVOMMUNE INC | COM SHS | 30054Y107 | BBG00Y79N887 | 1167516 | 68196 | SH |  | SOLE |  | 62628 | 0 | 5568 |
| EYEPOINT INC | COM NEW | 30233G209 | BBG000F90JX5 | 6464821 | 353849 | SH |  | SOLE |  | 315826 | 0 | 38023 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | BBG00CTZ4D83 | 5588552 | 161659 | SH |  | SOLE |  | 144530 | 0 | 17129 |
| IMMATICS N.V | SHS | N44445109 | BBG00VTL2H76 | 6408234 | 610308 | SH |  | SOLE |  | 610308 | 0 | 0 |
| IMMUNOVANT INC | COM | 45258J102 | BBG00P5MC0Q8 | 16394858 | 644959 | SH |  | SOLE |  | 573210 | 0 | 71749 |
| INCYTE CORP | COM | 45337C102 | BBG000BNPSQ9 | 6067935 | 61435 | SH |  | SOLE |  | 61435 | 0 | 0 |
| INVENTIVA SA | ADS | 46124U107 | BBG00VM4C335 | 2172675 | 467242 | SH |  | SOLE |  | 467242 | 0 | 0 |
| INVIVYD INC | COM | 00534A102 | BBG00W4ML039 | 2444860 | 989822 | SH |  | SOLE |  | 886538 | 0 | 103284 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG000BMHYD1 | 7243250 | 35000 | SH |  | SOLE |  | 35000 | 0 | 0 |
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | BBG00TTGH5W4 | 1594151 | 73328 | SH |  | SOLE |  | 73328 | 0 | 0 |
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | BBG000QS6NV8 | 10328382 | 17736 | SH |  | SOLE |  | 15833 | 0 | 1903 |
| MAPLIGHT THERAPEUTICS INC | COM | 56565P103 | BBG01JZ5DBQ0 | 1756500 | 100000 | SH |  | SOLE |  | 100000 | 0 | 0 |
| MAZE THERAPEUTICS INC | COM | 578784100 | BBG00NHJHS27 | 5215084 | 125877 | SH |  | SOLE |  | 112589 | 0 | 13288 |
| MBX BIOSCIENCES INC | COM | 55287L101 | BBG00W7W53M5 | 2477562 | 78553 | SH |  | SOLE |  | 71689 | 0 | 6864 |
| MEIRAGTX HLDGS PLC | COM | G59665102 | BBG00KXH44F2 | 2287128 | 287689 | SH |  | SOLE |  | 257213 | 0 | 30476 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | BBG00ZXN1GN3 | 10525878 | 290049 | SH |  | SOLE |  | 258882 | 0 | 31167 |
| MONTE ROSA THERAPEUTICS INC | COM | 61225M102 | BBG00X2VGZQ3 | 965527 | 61577 | SH |  | SOLE |  | 55036 | 0 | 6541 |
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | BBG00XQZQTS9 | 4591925 | 348401 | SH |  | SOLE |  | 311484 | 0 | 36917 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | BBG000BHCYJ1 | 7537425 | 178274 | SH |  | SOLE |  | 159358 | 0 | 18916 |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | BBG01BNNTQN4 | 2564558 | 73106 | SH |  | SOLE |  | 65280 | 0 | 7826 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | BBG001J1BZV0 | 6345493 | 522693 | SH |  | SOLE |  | 470849 | 0 | 51844 |
| PALISADE BIO INC | COM | 696389402 | BBG000QG4DJ2 | 9852081 | 4192375 | SH |  | SOLE |  | 3742576 | 0 | 449799 |
| PASITHEA THERAPEUTICS CORP | COM NEW | 70261F202 | BBG01018ZGY8 | 458056 | 355082 | SH |  | SOLE |  | 355082 | 0 | 0 |
| PHARVARIS N V | COM | N69605108 | BBG00YYCW1N8 | 1620295 | 58389 | SH |  | SOLE |  | 58389 | 0 | 0 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | BBG00W9LF2G5 | 6209288 | 21067 | SH |  | SOLE |  | 18806 | 0 | 2261 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | BBG002B63KM7 | 5190616 | 59430 | SH |  | SOLE |  | 53091 | 0 | 6339 |
| QUINCE THERAPEUTICS INC | COM | 22053A107 | BBG00BTK1DT8 | 2476534 | 739264 | SH |  | SOLE |  | 660857 | 0 | 78407 |
| REPLIGEN CORP | COM | 759916109 | BBG000BS48J3 | 2573749 | 15707 | SH |  | SOLE |  | 14022 | 0 | 1685 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | BBG00829F4P8 | 4940849 | 62032 | SH |  | SOLE |  | 59340 | 0 | 2692 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | BBG007DLZ601 | 6306262 | 58915 | SH |  | SOLE |  | 52588 | 0 | 6327 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | BBG007STW2B8 | 20977347 | 966698 | SH |  | SOLE |  | 891810 | 0 | 74888 |
| SAB BIOTHERAPEUTICS INC | COM NEW | 78397T202 | BBG00YHY0G24 | 548127 | 146558 | SH |  | SOLE |  | 146558 | 0 | 0 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | BBG00KT2RRM6 | 39067637 | 886893 | SH |  | SOLE |  | 784963 | 0 | 101930 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | BBG01V1MQCX9 | 484750 | 277000 | SH | Call | SOLE |  | 277000 | 0 | 0 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | BBG0067L94B2 | 1060671 | 32377 | SH |  | SOLE |  | 32377 | 0 | 0 |
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | BBG01CBVHLW1 | 24417127 | 351073 | SH |  | SOLE |  | 319765 | 0 | 31308 |
| SURROZEN INC | COM NEW | 86889P208 | BBG00XY94S95 | 6556441 | 290108 | SH |  | SOLE |  | 243665 | 0 | 46443 |
| SURROZEN INC | COM NEW | 86889P208 | BBG00XY94S95 | 6115667 | 329658 | SH |  | SOLE |  | 329658 | 0 | 0 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | BBG000R33JY1 | 28140353 | 1339379 | SH |  | SOLE |  | 1200761 | 0 | 138618 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | BBG00TJXFDP1 | 1001715 | 182130 | SH |  | SOLE |  | 182130 | 0 | 0 |
| TERNS PHARMACEUTICALS INC | COM | 880881107 | BBG00KK1SJ08 | 17339599 | 429198 | SH |  | SOLE |  | 386267 | 0 | 42931 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | BBG003QGQRB9 | 5002454 | 399557 | SH |  | SOLE |  | 359725 | 0 | 39832 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | BBG006KDCHJ4 | 16442221 | 518355 | SH |  | SOLE |  | 459094 | 0 | 59261 |
| UNIQURE NV | SHS | N90064101 | BBG005SSJYH3 | 1040596 | 43485 | SH |  | SOLE |  | 43485 | 0 | 0 |
| VANDA PHARMACEUTICALS INC | COM | 921659108 | BBG000HT5MG6 | 520283 | 58989 | SH |  | SOLE |  | 58989 | 0 | 0 |
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | BBG002H242Z5 | 4802438 | 154320 | SH |  | SOLE |  | 137902 | 0 | 16418 |
| VISTAGEN THERAPEUTICS INC | COM | 92840H400 | BBG000BB33L9 | 142086 | 616749 | SH |  | SOLE |  | 616749 | 0 | 0 |
| WHITEHAWK THERAPEUTICS INC | COM | 00032Q104 | BBG002WN7DT2 | 3530313 | 1458807 | SH |  | SOLE |  | 1303319 | 0 | 155488 |
| X4 PHARMACEUTICALS INC | COM NEW | 98420X202 | BBG001J1CYH8 | 3593860 | 898465 | SH |  | SOLE |  | 801918 | 0 | 96547 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | BBG0073DM784 | 15624476 | 348605 | SH |  | SOLE |  | 311144 | 0 | 37461 |
| XILIO THERAPEUTICS INC | COM | 98422T100 | BBG00M4D4X92 | 1299624 | 2030028 | SH |  | SOLE |  | 2030028 | 0 | 0 |

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