StockDriftsStockDriftsTop 50 Stempoint Capital LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TNGX | TANGO THERAPEUTICS INC | 6.62% | 1.22M | $38.2M | +508.71%(+1.02M) | $21.72(+18.12%) | 2026-06-30 | |
| ABVX | ABIVAX SA | 6.54% | 283.7K | $37.8M | -9.60%(-30.13K) | $74.10(+68.36%) | 2026-06-30 | |
| RVMD | REVOLUTION MEDICINES INC | 5.18% | 159.9K | $30.0M | -43.21%(-121.69K) | $78.32(+157.92%) | 2026-06-30 | |
| ERAS | ERASCA INC | 4.96% | 1.57M | $28.7M | +552.84%(+1.33M) | $15.61(+14.44%) | 2026-06-30 | |
| TYRA | TYRA BIOSCIENCES INC | 3.5% | 632.8K | $20.2M | +227.55%(+439.58K) | $32.97(-24.36%) | 2026-06-30 | |
| DNTH | DIANTHUS THERAPEUTICS INC | 3.39% | 200.9K | $19.6M | +134.91%(+115.35K) | $64.51(+71.48%) | 2026-06-30 | |
| ELVN | ENLIVEN THERAPEUTICS INC | 3.05% | 346.9K | $17.6M | -4.55%(-16.52K) | $26.02(+121.97%) | 2026-06-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 2.81% | 602.7K | $16.3M | +12.99%(+69.31K) | $27.21(-4.10%) | 2026-06-30 | |
| BHVN | BIOHAVEN LTD | 2.74% | 1.06M | $15.8M | -33.26%(-530.29K) | $15.47(-7.39%) | 2026-06-30 | |
| SRZN | SURROZEN INC | 2.39% | 602.8K | $13.8M | +207.58%(+406.82K) | $21.61(+9.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +78.29% |
| Top 20 Holdings Unweighted | — | — | — | — | +73.24% |
Stempoint Capital LP reports $580.52M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are TNGX (6.6%), ABVX (6.5%) and RVMD (5.2%). The top 20 holdings account for 61.79% of reported assets. Its disclosed equity book has returned +78.29% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Stempoint Capital LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1952142). View Stempoint Capital LP’s 13F filings on SEC