STEMPOINT CAPITAL LP
Q4 2024 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$400.6M 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
$400.6M
Quarter over quarter
-2.1%
Holdings
48
Top-10 concentration
50.8%
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 2024 13F record
Q4 2024 13F filing summary
| Period of report | December 31, 2024 |
|---|---|
| Filed | February 14, 2025 |
| Form | 13F-HR |
| Reported value | $400.6M |
| Positions | 48 |
| Change in reported value | +19.9% |
| New positions | 22 |
| Exited positions | 24 |
| Position turnover | 63.9% |
| Top-10 concentration | 50.8% |
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 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SNDX SYNDAX PHARMACEUTICALS INC | $38.0M | 9.48% |
| 2 | ROIV ROIVANT SCIENCES LTD | $32.1M | 8.01% |
| 3 | IMVT IMMUNOVANT INC | $27.7M | 6.92% |
| 4 | MRUS MERUS N V | $25.9M | 6.45% |
| 5 | CRNX CRINETICS PHARMACEUTICALS IN | $16.2M | 4.05% |
| 6 | XENE XENON PHARMACEUTICALS INC | $14.7M | 3.68% |
| 7 | INCY INCYTE CORP | $13.4M | 3.34% |
| 8 | ALKS ALKERMES PLC | $12.0M | 2.99% |
| 9 | DNLI DENALI THERAPEUTICS INC | $11.9M | 2.97% |
| 10 | RYTM RHYTHM PHARMACEUTICALS INC | $11.6M | 2.91% |
| 11 | NUVL NUVALENT INC | $11.4M | 2.84% |
| 12 | CNTA CENTESSA PHARMACEUTICALS PLC | $10.8M | 2.68% |
| 13 | PRAX PRAXIS PRECISION MEDICINES I | $10.3M | 2.58% |
| 14 | BMY BRISTOL-MYERS SQUIBB CO | $9.4M | 2.34% |
| 15 | WVE WAVE LIFE SCIENCES LTD | $8.9M | 2.23% |
| 16 | RVMD REVOLUTION MEDICINES INC | $8.5M | 2.11% |
| 17 | KALV KALVISTA PHARMACEUTICALS INC | $8.4M | 2.1% |
| 18 | JANX JANUX THERAPEUTICS INC | $7.8M | 1.95% |
| 19 | INSM INSMED INC | $7.4M | 1.84% |
| 20 | SRRK SCHOLAR ROCK HLDG CORP | $7.2M | 1.79% |
Values as reported on the Q4 2024 Form 13F. Every position is in the holdings table below.