STEMPOINT CAPITAL LP
Top Portfolio Positions
75 positions ·
$624,662,067 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
1,135,496 | $55,820,983 | 8.94% |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
381,632 | $37,113,712 | 5.94% |
| ABVX |
Abivax S.A.
Healthcare
|
313,791 | $34,940,627 | 5.59% |
| SPY |
Spdr S&P 500 Etf Trust
|
50,000 | $32,517,000 | 5.21% |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
1,365,743 | $31,903,756 | 5.11% |
| QQQ |
Invesco Qqq Trust, Series 1
|
40,000 | $23,087,200 | 3.70% |
| IMVT |
Immunovant, Inc.
Healthcare
|
846,494 | $21,026,910 | 3.37% |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
56,267 | $18,128,664 | 2.90% |
| BSX |
Boston Scientific Corp
Healthcare
|
250,000 | $15,687,500 | 2.51% |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
525,639 | $15,311,863 | 2.45% |
Portfolio Trend
Holdings in DNLI
Shares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,189,971 | 426,561 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,918,647 | 419,058 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,187,248 | 1,734,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,903,730 | 707,915 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,068,925 | 667,078 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,908,604 | 584,328 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,216,116 | 282,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,828,452 | 251,010 | Shares | Sole | 2024-08-13 | |
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