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Stempoint Capital LP

Portfolio Manager
Stempoint Capital LP
Performance
+4.35% (2026 Q1)
AUM (13F)
$514.60M
# of Holdings
70
Performance Rank
Allocation (Top 20)
65.28%

Stempoint Capital LP Holdings Map

Top 50 Stempoint Capital LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SRRK
SCHOLAR ROCK HLDG CORP
9.93%1.04M$50.9M
+16.76%(+148.60K)
2025-Q1: 566.2K shares2025-Q2: 528.1K shares2025-Q3: 726.2K shares2025-Q4: 886.9K shares2026-Q1: 1.04M shares
$37.36(+46.91%)
2026-03-31
ABVX
ABIVAX SA
6.82%313.8K$34.9M
-19.91%(-77.99K)
2025-Q1: 0 shares2025-Q2: 87.7K shares2025-Q3: 166.3K shares2025-Q4: 391.8K shares2026-Q1: 313.8K shares
$74.10(+95.22%)
2026-03-31
SNDX
SYNDAX PHARMACEUTICALS INC
5.54%1.22M$28.4M
-9.23%(-123.64K)
2025-Q1: 1.60M shares2025-Q2: 2.37M shares2025-Q3: 1.37M shares2025-Q4: 1.34M shares2026-Q1: 1.22M shares
$15.80(+38.08%)
2026-03-31
RVMD
REVOLUTION MEDICINES INC
5.34%281.6K$27.4M
+354.01%(+219.60K)
2025-Q1: 318.8K shares2025-Q2: 0 shares2025-Q3: 185.4K shares2025-Q4: 62.0K shares2026-Q1: 281.6K shares
$78.32(+141.63%)
2026-03-31
IMVT
IMMUNOVANT INC
3.62%746.5K$18.5M
+15.74%(+101.53K)
2025-Q1: 853.5K shares2025-Q2: 1.30M shares2025-Q3: 1.59M shares2025-Q4: 645.0K shares2026-Q1: 746.5K shares
$24.86(+56.05%)
2026-03-31
PRAX
PRAXIS PRECISION MEDICINES I
3.54%56.3K$18.1M
+167.09%(+35.20K)
2025-Q1: 0 shares2025-Q2: 32.3K shares2025-Q3: 0 shares2025-Q4: 21.1K shares2026-Q1: 56.3K shares
$211.04(+50.93%)
2026-03-31
MBX
MBX BIOSCIENCES INC
2.91%499.5K$14.9M
+535.84%(+420.92K)
2025-Q1: 96.6K shares2025-Q2: 141.0K shares2025-Q3: 75.0K shares2025-Q4: 78.6K shares2026-Q1: 499.5K shares
$28.52(+102.67%)
2026-03-31
MLYS
MINERALYS THERAPEUTICS INC
2.82%533.4K$14.4M
+83.89%(+243.33K)
2025-Q1: 0 shares2025-Q2: 631.6K shares2025-Q3: 158.1K shares2025-Q4: 290.0K shares2026-Q1: 533.4K shares
$27.46(+0.84%)
2026-03-31
ELVN
ENLIVEN THERAPEUTICS INC
2.78%363.4K$14.2Mnew2025-Q1: 120.4K shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 363.4K shares
$26.02(+91.45%)
2026-03-31
CGON
CG ONCOLOGY INC
2.72%205.6K$13.9Mnew2025-Q1: 289.8K shares2025-Q2: 0 shares2025-Q3: 63.0K shares2025-Q4: 0 shares2026-Q1: 205.6K shares
$46.76(+50.47%)
2026-03-31

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