Stem Point Capital LP Purchases and Sells in Q2 2025

Stem Point Capital LP

$312 Billion
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RYTM	143K + 422.69%	$46.95 - $68.11 $6.71M - $9.74M	177K $11.2B
CNTA	672K + 113.31%	$10.71 - $14.2 $7.2M - $9.55M	1.27M $16.6B
GERN	5.69M + 592.41%	$1.18 - $1.62 $6.71M - $9.22M	6.65M $9.38B
ZLAB	224K + 847.87%	$24.32 - $43.03 $5.45M - $9.64M	250K $8.76B
IMVT	447K + 52.42%	N/A	1.3M $20.8B
WVE	811K + 902.24%	$5.48 - $8.1 $4.44M - $6.57M	900K $5.85B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CIDARA THERAPEUTICS INC	267K New	N/A	267K $13B
LEGN	270K New	$27.69 - $37.91 $7.48M - $10.2M	270K $9.59B
MINERALYS THERAPEUTICS INC	632K New	N/A	632K $8.55B
LENZ THERAPEUTICS INC	184K New	N/A	184K $5.39B
APOGEE THERAPEUTICS INC	84.5K New	N/A	84.5K $3.67B
EYPT	329K New	$4.13 - $10.54 $1.36M - $3.47M	329K $3.1B

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROIV	-1.98M - 76.66%	$9.08 - $11.62 $18M - $23M	602K $6.78B
NUVL	-131K - 68.58%	$59.32 - $79.68 $7.75M - $10.4M	59.8K $4.56B
JANX	-252K - 73.71%	$22.62 - $33.2 $5.7M - $8.37M	89.9K $2.08B
BBIO	-154K - 73.79%	$30.14 - $45.12 $4.64M - $6.94M	54.6K $2.36B
ACLX	-72.3K - 26.42%	$52.8 - $68.1 $3.82M - $4.93M	201K $13.3B
ARQT	-234K - 53.26%	$12.59 - $16.6 $2.95M - $3.89M	206K $2.88B

Options

Calls

3 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROIV	915K New	$9.08 - $11.62 $8.31M - $10.6M	915K $618M
IMVT	100K New	N/A	100K $310M
GERN	300K New	$1.18 - $1.62 $354K - $486K	300K $52.5M

Activity Summary All Purchases 34 New Holdings 18 Increased Positions 16 All Sells 15 Reductions 15 Sold out 0 Calls 3 Puts 0

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