STEMPOINT CAPITAL LP
Top Portfolio Positions
75 positions ·
$639,973,931 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
1,135,496 | $55,820,983 | 8.72% | |
| RVMD |
Revolution Medicines, Inc.
Healthcare
|
381,632 | $37,113,712 | 5.80% | |
| ABVX |
Abivax S.A.
Healthcare
|
313,791 | $34,940,627 | 5.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
50,000 | $32,517,000 | 5.08% | |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
1,365,743 | $31,903,756 | 4.99% | |
| SRZN |
Surrozen, Inc./DE
Healthcare
|
1,051,278 | $30,623,727 | 4.79% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
40,000 | $23,087,200 | 3.61% | |
| IMVT |
Immunovant, Inc.
Healthcare
|
846,494 | $21,026,910 | 3.29% | |
| PRAX |
Praxis Precision Medicines, Inc.
Healthcare
|
56,267 | $18,128,664 | 2.83% | |
| BSX |
Boston Scientific Corp
Healthcare
|
250,000 | $15,687,500 | 2.45% |
Portfolio Trend
10 quarters · across all stocks
Holdings in MLYS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,449,210 | 533,378 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $10,525,878 | 290,049 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,995,607 | 158,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,545,358 | 631,586 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,985,000 | 125,000 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $4,925,243 | 400,101 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||