13FBOX
STEMPOINT CAPITAL LP · 13F 持仓分析
期权收益计算器 机构排行

STEMPOINT CAPITAL LP

No.3464 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$7.02亿
环比变动 Q1 2026
+$1.60亿+29.5%
持仓股票数
77
新买入
28
加仓
20
减仓
28
清仓
27
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S道富·EET SPDR S&P BIOTECH ETFXBI
14.65%0.03%$1.03亿65.0万股$16.4万15.0万股+50.0万股+333.33%加仓
TTANGO THERAPEUTICSTNGX
5.47%0.78%$3,840.7万132.3万股$420.3万20.1万股+112.2万股+558.48%加仓
ABIVAXABVX
5.38%6.44%$3,780.0万28.4万股$3,494.1万31.4万股-3.0万股-9.60%减仓
RREVOLUTION MEDICINES COMRVMD
4.28%5.15%$3,008.2万19.0万股$2,791.4万38.2万股-19.2万股-50.23%减仓
EERASCAERAS
4.1%0.72%$2,877.8万176.6万股$388.1万24.0万股+152.6万股+636.22%加仓
TTYRA BIOSCIENCESTYRA
2.88%1.42%$2,021.0万63.3万股$768.9万29.3万股+34.0万股+115.83%加仓
DDIANTHUS THERAPEUTICSDNTH
2.79%1.32%$1,957.9万20.1万股$717.5万8.6万股+11.5万股+134.91%加仓
EENLIVEN THERAPEUTICSELVN
2.51%2.63%$1,760.6万34.7万股$1,424.7万36.3万股-1.7万股-4.55%减仓
BIOHAVENBHVN
2.33%2.49%$1,636.0万156.4万股$1,348.9万159.4万股-3.0万股-1.90%减仓
MINERALYS THERAPEUTICSMLYS
2.32%2.66%$1,626.0万60.3万股$1,444.9万53.3万股+6.9万股+12.99%加仓
SurrozenSRZN
1.96%2.48%$1,378.7万60.3万股$1,346.1万52.6万股+7.7万股+14.68%加仓
KKINIKSA PHARMACEUTICALS INTLKNSA
1.91%$1,338.1万20.9万股$00股+20.9万股新买入
SCHOLAR ROCKSRRK
1.87%9.49%$1,315.3万23.9万股$5,149.3万113.5万股-89.6万股-78.94%减仓
ALKERMESALKS
1.85%0.52%$1,299.5万24.8万股$284.6万8.0万股+16.8万股+208.12%加仓
FFIRST TRACKS BIOTHERAPEUTICSTRAX
1.78%$1,252.9万62.3万股$00股+62.3万股新买入
PRAXIS PRECISION MEDICINES IPRAX
1.78%3.34%$1,246.9万3.7万股$1,812.9万5.6万股-1.9万股-33.81%减仓
ROIVANT SCIENCESROIV
1.76%1.97%$1,237.0万44.8万股$1,068.7万38.6万股+6.3万股+16.23%加仓
BBIOAGE LABSBIOA
1.62%1.09%$1,137.7万46.4万股$592.3万33.9万股+12.6万股+37.06%加仓
CG ONCOLOGYCGON
1.61%2.57%$1,132.2万15.9万股$1,391.6万20.6万股-4.6万股-22.50%减仓
OORUKA THERAPEUTICS INC COMORKA
1.58%$1,108.4万11.6万股$00股+11.6万股新买入
IIMMUNOVANTIMVT
1.52%3.47%$1,065.5万27.7万股$1,879.8万84.6万股-57.0万股-67.33%减仓
CELCUITYCELC
1.46%1.26%$1,027.4万9.8万股$685.5万6.0万股+3.8万股+63.50%加仓
RRELMADA THERAPEUTICSRLMD
1.44%0.77%$1,010.4万146.0万股$415.8万59.7万股+86.3万股+144.40%加仓
CCLIMB BIO INC COMCLYM
1.38%$968.5万74.3万股$00股+74.3万股新买入
SSPYRE THERAPEUTICSSYRE
1.35%1.56%$949.3万10.7万股$845.4万16.8万股-6.1万股-36.20%减仓
PERSONALISPSNL
1.33%$933.1万71.8万股$00股+71.8万股新买入
ZURA BIO LTD CLASS A ORD SHSZURA
1.15%0.83%$807.2万136.8万股$448.3万75.4万股+61.5万股+81.58%加仓
IInflarx Nv
1.03%$723.1万322.8万股$00股+322.8万股新买入
AAMYLYX PHARMACEUTICALSAMLX
0.98%1.72%$690.2万38.4万股$930.9万67.0万股-28.5万股-42.61%减仓
CCELLDEX THERAPEUTICS NEWCLDX
0.95%1.49%$663.9万17.8万股$806.5万25.4万股-7.6万股-29.83%减仓
OOVID THERAPEUTICSOVID
0.93%$650.2万241.7万股$00股+241.7万股新买入
EEQUILLIUMEQ
0.92%$645.3万201.7万股$00股+201.7万股新买入
DDEFINIUM THERAPEUTICSDFTX
0.92%1.13%$645.0万13.7万股$615.2万32.5万股-18.8万股-57.87%减仓
CYTOKINETICSCYTK
0.92%1.57%$644.1万7.6万股$854.0万13.0万股-5.4万股-41.65%减仓
DDAMORA THERAPEUTICSDMRA
0.8%$562.3万21.6万股$00股+21.6万股新买入
AMGEN COMAMGN
0.77%$543.2万1.5万股$00股+1.5万股新买入
IINVENTIVAIVA
0.77%$539.1万142.6万股$00股+142.6万股新买入
CCENTURY THERAPEUTICS INC COMIPSC
0.75%$525.8万214.6万股$00股+214.6万股新买入
AAURA BIOSCIENCESAURA
0.72%$507.1万71.4万股$00股+71.4万股新买入
EEYEPOINTEYPT
0.69%1.93%$484.0万33.8万股$1,045.1万81.1万股-47.2万股-58.25%减仓
阿斯利康AZN
0.68%$475.0万2.5万股$00股+2.5万股新买入
AASSEMBLY BIOSCIENCESASMB
0.67%0.95%$468.2万17.0万股$514.6万18.5万股-1.5万股-8.12%减仓
WWHITEHAWK THERAPEUTICSWHWK
0.67%0.6%$467.6万102.1万股$324.1万93.9万股+8.2万股+8.69%加仓
XENON PHARMACEUTICALSXENE
0.65%1.51%$459.2万7.6万股$818.5万14.1万股-6.5万股-45.95%减仓
AARK·ETF TRARKG
0.6%$420.6万10.0万股$00股+10.0万股新买入
UNIQUREQURE
0.58%0.24%$405.9万8.8万股$127.6万7.8万股+1.0万股+12.87%加仓
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSCMPS
0.57%$402.9万28.5万股$00股+28.5万股新买入
AAVALYN PHARMACEUTICALS INCAVLN
0.55%$388.5万11.8万股$00股+11.8万股新买入
MMAPLIGHT THERAPEUTICSMPLT
0.55%0.37%$383.2万10.7万股$203.3万10.0万股+6,906股+6.91%加仓
ALUMISALMS
0.54%0.93%$382.0万13.6万股$505.7万23.0万股-9.4万股-40.87%减仓

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