Institutional Fund
Stempoint Capital LP
New York, NYCIK 19521426 filings on record
Portfolio Value
$520.25M
Q1 2026
Holdings
70
Reported positions
New Buys
32
Opened this quarter
QoQ Change
-10.7%
from $582.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Scholar Rock Hldg Corp9.8%
- Abivax SA6.7%
- Syndax Pharmaceuticals Inc5.5%
- Revolution Medicines Inc5.3%
- Immunovant Inc3.6%
- Praxis Precision Medicines I3.5%
- Other65.7%
Portfolio Holdings
70 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | 1.04M | $50.90M | 9.8% | +148.6K | Added |
| 2 | Abivax SA | 313.8K | $34.94M | 6.7% | −78.0K | Reduced |
| 3 | Syndax Pharmaceuticals Inc | 1.22M | $28.40M | 5.5% | −123.6K | Reduced |
| 4 | Revolution Medicines Inc | 281.6K | $27.39M | 5.3% | +219.6K | Added |
| 5 | Immunovant Inc | 746.5K | $18.54M | 3.6% | +101.5K | Added |
| 6 | Praxis Precision Medicines I | 56.3K | $18.13M | 3.5% | +35.2K | Added |
| 7 | Mbx Biosciences Inc | 499.5K | $14.91M | 2.9% | +420.9K | Added |
| 8 | Mineralys Therapeutics Inc | 533.4K | $14.45M | 2.8% | +243.3K | Added |
| 9 | Enliven Therapeutics Inc | 363.4K | $14.25M | 2.7% | +363.4K | New |
| 10 | Cg Oncology Inc | 205.6K | $13.92M | 2.7% | +205.6K | New |
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