StemPoint Capital LP
Top Portfolio Positions
67 positions ·
$496,250,996 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SRRK |
Scholar Rock Holding Corp
Healthcare
|
1,163,893 | $51,269,486 | 10.33% |
| CNTA |
Centessa Pharmaceuticals plc
Healthcare
|
1,229,114 | $30,740,141 | 6.19% |
| SNDX |
Syndax Pharmaceuticals Inc
Healthcare
|
1,339,379 | $28,140,352 | 5.67% |
| ACLX |
Arcellx, Inc.
Healthcare
|
332,860 | $21,702,472 | 4.37% |
| ROIV |
Roivant Sciences Ltd.
Healthcare
|
966,698 | $20,977,346 | 4.23% |
| XLO |
Xilio Therapeutics, Inc.
Healthcare
|
2,030,028 | $18,189,050 | 3.67% |
| TERN |
Terns Pharmaceuticals, Inc.
Healthcare
|
429,198 | $17,339,599 | 3.49% |
| TWST |
Twist Bioscience Corp
Healthcare
|
518,355 | $16,442,220 | 3.31% |
| IMVT |
Immunovant, Inc.
Healthcare
|
644,959 | $16,394,857 | 3.30% |
| DYN |
Dyne Therapeutics, Inc.
Healthcare
|
835,200 | $16,336,512 | 3.29% |
Portfolio Trend
Holdings in ROIV
Export CSVShares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $20,977,346 | 966,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,503,439 | 4,197,187 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,312,050 | 915,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $6,782,071 | 601,781 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,020,697 | 2,578,860 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $32,092,163 | 2,712,778 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,963,711 | 2,769,819 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,673,672 | 2,712,741 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $37,457,515 | 3,553,844 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,905,000 | 750,000 | Put | Sole | 2024-08-09 | |
| 2023-12-31 | $24,359,172 | 2,169,116 | Shares | Sole | 2024-02-13 | |
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