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STEMPOINT CAPITAL LP 13F portfolio summary

STEMPOINT CAPITAL LP of STEMPOINT CAPITAL LP has 84 current stock holdings with a reported portfolio value of $580.5M. The portfolio 1 year return is +115.42%. Top holdings include TNGX (6.59%), ABVX (6.51%), RVMD (5.16%), ERAS (4.94%), TYRA (3.48%).

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STEMPOINT CAPITAL LP

STEMPOINT CAPITAL LP
Latest filing: 2026-06-30

STEMPOINT CAPITAL LP runs STEMPOINT CAPITAL LP and currently holds 84 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $580.52M. Their top holdings are TNGX, ABVX, RVMD, ERAS, TYRA. The top five represent 26.7% of reported portfolio weight. STEMPOINT CAPITAL LP ranks #141 out of 1000 investors tracked by Alpha Score. In the most recent quarter, STEMPOINT CAPITAL LP initiated 11 new positions. They added to 14 existing positions. They trimmed 23 positions. Their current best-performing preview position is QURE with returns of +181.71%.

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Top 5 Holdings
TNGX6.6%
ABVX6.5%
RVMD5.2%
ERAS4.9%
TYRA3.5%
Top 5: 26.7%
Portfolio Returns
1 Year
+115.42%
#48/1000
3 Year
+117.15%
#181/1000
5 Year
+117.15%
#196/1000

Portfolio Value

$580.52M

Alpha Score

107.4

#141 of 1000

Holdings

84

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84 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
TNGX
TANGO THERAPEUTICS INC
6.59%$29.56$23.88-19.22%
Added
+508.71%
ABVX
ABIVAX SA
6.51%$96.35$114.95+19.30%
Trimmed
-9.60%
RVMD
REVOLUTION MEDICINES INC
5.16%$86.12$209.46+143.22%
Trimmed
-43.21%
ERAS
ERASCA INC
4.94%$17.99$17.63-2.00%
Added
+552.84%
TYRA
TYRA BIOSCIENCES INC
3.48%$33.88$26.05-23.11%
Added
+227.55%
DNTH
DIANTHUS THERAPEUTICS INC
3.37%$74.46$111.10+49.21%
Added
+134.91%
ELVN
ENLIVEN THERAPEUTICS INC
3.03%$39.20$59.82+52.60%
Trimmed
-4.55%
MLYS
MINERALYS THERAPEUTICS INC
2.80%$25.53$25.65+0.47%
Added
+12.99%
BHVN
BIOHAVEN LTD
2.73%$8.46$13.85+63.65%
Trimmed
-33.26%
KNSA
KINIKSA PHARMACEUTICALS INTL
2.30%$63.95$79.03+23.58%
New Buy

Showing 1-10 of 84