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 SNDX
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,399,756 | 1,215,743 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $3,504,000 | 150,000 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $28,140,352 | 1,339,379 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,019,063 | 1,366,205 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,538,500 | 100,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $22,219,717 | 2,372,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,638,727 | 1,598,594 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,975,785 | 2,872,601 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $3,094,802 | 234,100 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $4,427,500 | 230,000 | Call | Sole | 2024-11-13 | |
| 2024-09-30 | $33,325,426 | 1,731,191 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,991,973 | 1,412,176 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $26,203,514 | 1,100,988 | Shares | Sole | 2024-08-09 | |
| 2023-12-31 | $23,652,015 | 1,094,494 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||