STEMPOINT CAPITAL LP
Q4 2023 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$374.8M Reported Value Total
STEMPOINT CAPITAL LP reports 4 total accounts under management (AUM). There are 4 discretionary accounts valued at $440,900,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
2 funds
· $584.4M gross asset value
Hedge Fund: $584.4M
Source: Form ADV filed 2026-03-30
Reported value
$374.8M
Quarter over quarter
0.0%
Holdings
59
Top-10 concentration
39.5%
Key People
Form ADV owners & control persons
Michelle Avra Ross
CHIEF INVESTMENT OFFICER AND MANAGING PARTNER
Sean Chua Tan
PRESIDENT AND MANAGING PARTNER
Robert Peter Gorynski
CHIEF FINANCIAL OFFICER
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 13, 2024 |
| Form | 13F-HR |
| Reported value | $374.8M |
| Positions | 59 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 39.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
73 | $580.5M |
|
Q1 2026 13F
Filed May 15, 2026
|
70 | $522.3M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
75 | $583.2M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
76 | $499.1M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
50 | $311.6M |
|
Q1 2025 13F
Filed May 15, 2025
|
52 | $313.7M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
48 | $400.6M |
|
Q3 2024 13F
Filed Nov 13, 2024
|
50 | $334.0M |
|
Q2 2024 13F
Filed Aug 13, 2024
|
42 | $340.3M |
|
Q1 2024 13F
Filed May 14, 2024
|
45 | $378.3M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
59 | $374.8M |
Top 20 holdings · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ROIV ROIVANT SCIENCES LTD | $24.4M | 6.5% |
| 2 | SNDX SYNDAX PHARMACEUTICALS INC | $23.7M | 6.31% |
| 3 | ACLX ARCELLX INC | $17.4M | 4.64% |
| 4 | MRUS MERUS N V | $13.8M | 3.68% |
| 5 | IMVT IMMUNOVANT INC | $13.6M | 3.62% |
| 6 | FOLD AMICUS THERAPEUTICS INC | $12.2M | 3.27% |
| 7 | PTGX PROTAGONIST THERAPEUTICS INC | $11.8M | 3.14% |
| 8 | IMTX IMMATICS N.V | $10.7M | 2.87% |
| 9 | BBIO BRIDGEBIO PHARMA INC | $10.3M | 2.74% |
| 10 | CABA CABALETTA BIO INC | $10.2M | 2.73% |
| 11 | MLTX MOONLAKE IMMUNOTHERAPEUTICS | $10.1M | 2.7% |
| 12 | ARGX ARGENX SE | $10.1M | 2.69% |
| 13 | MRK MERCK & CO INC | $9.7M | 2.59% |
| 14 | JNJ JOHNSON & JOHNSON | $9.6M | 2.55% |
| 15 | CRNX CRINETICS PHARMACEUTICALS IN | $8.9M | 2.37% |
| 16 | LLY ELI LILLY & CO | $8.8M | 2.34% |
| 17 | VTGN VISTAGEN THERAPEUTICS INC | $8.8M | 2.34% |
| 18 | ARQT ARCUTIS BIOTHERAPEUTICS INC | $8.4M | 2.24% |
| 19 | SYRE SPYRE THERAPEUTICS INC | $8.2M | 2.17% |
| 20 | 881624909 TEVA PHARMACEUTICAL INDS LTD | $7.3M | 1.95% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.