Position in IMVT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,654,585
-$7,888,325 QoQ
Shares Held
276,527
-63.0% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#42
of 226 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IMVT Over Time
Shares Held
Position Value (USD)
Derivatives in IMVT
reported options exposure · as of Mar 31, 2026CallValue
$255,000
CallShares
100,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Jun 30, 2026STEMPOINT CAPITAL LP holds $524,439,182 across 65 Biotechnology names. IMVT ranks #17 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TNGX |
Tango Therapeutics, Inc.
|
1,223,019 | $38,231,573 | |
| 2 | ABVX |
Abivax S.A.
|
283,657 | $37,800,131 | |
| 3 | RVMD |
Revolution Medicines, Inc.
|
159,943 | $29,954,125 | |
| 4 | ERAS |
Erasca, Inc.
|
1,565,913 | $28,687,526 | |
| 5 | TYRA |
Tyra Biosciences, Inc.
|
632,754 | $20,210,162 | |
| 6 | DNTH |
Dianthus Therapeutics, Inc. /DE/
|
200,851 | $19,578,955 | |
| 7 | ELVN |
Enliven Therapeutics, Inc.
|
346,914 | $17,605,885 | |
| 8 | MLYS |
Mineralys Therapeutics, Inc.
|
602,686 | $16,260,468 |
All Filings in IMVT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,654,585 | 276,527 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,000 | 100,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $18,542,910 | 746,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,394,857 | 644,959 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $25,624,029 | 1,589,580 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $50,000 | 250,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $310,000 | 100,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $20,813,760 | 1,300,860 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,585,836 | 853,472 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,705,443 | 1,118,508 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,130,238 | 671,001 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $112,500 | 200,000 | Call | Sole | 2024-11-13 | |
| 2024-06-30 | $26,713,605 | 1,011,879 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $318,750 | 250,000 | Call | Sole | 2024-08-09 | |
| 2024-03-31 | $20,265,736 | 627,228 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $13,566,491 | 322,015 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||