STEMPOINT CAPITAL LP
CIK 0001952142 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$580.5M
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
41.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TNGX
TANGO THERAPEUTICS INC
6.6%
ABVX
ABIVAX SA
6.5%
RVMD
REVOLUTION MEDICINES INC
5.2%
ERAS
ERASCA INC
4.9%
TYRA
TYRA BIOSCIENCES INC
3.5%
DNTH
DIANTHUS THERAPEUTICS INC
3.4%
ELVN
ENLIVEN THERAPEUTICS INC
3.0%
MLYS
MINERALYS THERAPEUTICS INC
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.