STEMPOINT CAPITAL LP
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%.
84 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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 |
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