STEMPOINT CAPITAL LP
Q2 2024 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$340.3M Reported Value Total
STEMPOINT CAPITAL LP reports 5 total accounts under management (AUM). There are 5 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
$340.3M
Quarter over quarter
-11.3%
Holdings
42
Top-10 concentration
55.4%
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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Q2 2024 13F record
Q2 2024 13F filing summary
| Period of report | June 30, 2024 |
|---|---|
| Filed | August 13, 2024 |
| Form | 13F-HR |
| Reported value | $340.3M |
| Positions | 42 |
| Change in reported value | -10.1% |
| New positions | 16 |
| Exited positions | 19 |
| Position turnover | 57.4% |
| Top-10 concentration | 55.4% |
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 · Q2 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SNDX SYNDAX PHARMACEUTICALS INC | $29.0M | 8.52% |
| 2 | ROIV ROIVANT SCIENCES LTD | $28.7M | 8.43% |
| 3 | IMVT IMMUNOVANT INC | $26.7M | 7.85% |
| 4 | CRNX CRINETICS PHARMACEUTICALS IN | $24.7M | 7.25% |
| 5 | MRUS MERUS N V | $17.1M | 5.02% |
| 6 | ACLX ARCELLX INC | $15.5M | 4.55% |
| 7 | FOLD AMICUS THERAPEUTICS INC | $14.8M | 4.36% |
| 8 | IMCR IMMUNOCORE HLDGS PLC | $11.5M | 3.38% |
| 9 | APLT APPLIED THERAPEUTICS INC | $10.3M | 3.03% |
| 10 | MRK MERCK & CO INC | $10.2M | 2.98% |
| 11 | GSK GSK PLC | $9.5M | 2.78% |
| 12 | AUTL AUTOLUS THERAPEUTICS PLC | $9.3M | 2.72% |
| 13 | ARQT ARCUTIS BIOTHERAPEUTICS INC | $9.0M | 2.64% |
| 14 | CABA CABALETTA BIO INC | $8.8M | 2.59% |
| 15 | KALV KALVISTA PHARMACEUTICALS INC | $8.7M | 2.55% |
| 16 | BHVN BIOHAVEN LTD | $8.1M | 2.38% |
| 17 | VTGN VISTAGEN THERAPEUTICS INC | $5.8M | 1.72% |
| 18 | IMTX IMMATICS N.V | $5.8M | 1.71% |
| 19 | DNLI DENALI THERAPEUTICS INC | $5.8M | 1.71% |
| 20 | INSM INSMED INC | $5.8M | 1.71% |
Values as reported on the Q2 2024 Form 13F. Every position is in the holdings table below.