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STEMPOINT CAPITAL LP
hedge fundUpdated 27 days agoManaged by Stempoint Capital Lp • Latest filing Q2 2026
Portfolio value
$580.5M
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
99.5%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $374.8M |
| Q1 2024 | $378.3M |
| Q2 2024 | $340.3M |
| Q3 2024 | $334M |
| Q4 2024 | $400.6M |
| Q1 2025 | $313.7M |
| Q2 2025 | $311.6M |
| Q3 2025 | $499.1M |
| Q4 2025 | $583.2M |
| Q1 2026 | $514.6M |
| Q2 2026 | $580.5M |
Top holdings
85 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TNGX TANGO THERAPEUTICS INC | $38.2M | 1.22M | 6.59% | — |
| 2 | A AAVXF ABIVAX SA | $37.8M | 283.7K | 6.51% | — |
| 3 | R RVMDW REVOLUTION MEDICINES INC | $30M | 159.9K | 5.16% | — |
| 4 | E EQR ERASCA INC | $28.7M | 1.57M | 4.94% | — |
| 5 | T TYRA TYRA BIOSCIENCES INC | $20.2M | 632.8K | 3.48% | — |
| 6 | D DNTH DIANTHUS THERAPEUTICS INC | $19.6M | 200.9K | 3.37% | — |
| 7 | E ELVN ENLIVEN THERAPEUTICS INC | $17.6M | 346.9K | 3.03% | — |
| 8 | M MLYS MINERALYS THERAPEUTICS INC | $16.3M | 602.7K | 2.80% | — |
| 9 | B BHVN BIOHAVEN LTD | $15.8M | 1.06M | 2.73% | — |
| 10 | K KNSA KINIKSA PHARMACEUTICALS INTL | $13.4M | 209.2K | 2.30% | — |
| 11 | S SRRK SCHOLAR ROCK HLDG CORP | $13.2M | 239.1K | 2.27% | — |
| 12 | A ALKS ALKERMES PLC | $13M | 248.0K | 2.24% | — |
| 13 | ? N/A FIRST TRACKS BIOTHERAPEUTICS | $12.5M | 622.7K | 2.16% | — |
| 14 | P PRAX PRAXIS PRECISION MEDICINES I | $12.5M | 37.2K | 2.15% | — |
| 15 | R ROIV ROIVANT SCIENCES LTD | $12.3M | 348.4K | 2.12% | — |
| 16 | ? N/A BIOAGE LABS INC | $11.4M | 464.2K | 1.96% | — |
| 17 | C CGON CG ONCOLOGY INC | $11.3M | 159.3K | 1.95% | — |
| 18 | O ORKA ORUKA THERAPEUTICS INC | $11.1M | 116.5K | 1.91% | — |
| 19 | I IMVT IMMUNOVANT INC | $10.7M | 276.5K | 1.84% | — |
| 20 | C CELC CELCUITY INC | $10.3M | 98.2K | 1.77% | — |