STEMPOINT CAPITAL LP
Q3 2025 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$499.1M Reported Value Total
STEMPOINT CAPITAL LP reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $624,977,000, 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
$499.1M
Quarter over quarter
+52.3%
Holdings
76
Top-10 concentration
50.9%
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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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 14, 2025 |
| Form | 13F-HR |
| Reported value | $499.1M |
| Positions | 76 |
| Change in reported value | +60.2% |
| New positions | 39 |
| Exited positions | 13 |
| Position turnover | 58.4% |
| Top-10 concentration | 50.9% |
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 · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ROIV ROIVANT SCIENCES LTD | $63.5M | 12.72% |
| 2 | QURE UNIQURE NV | $30.5M | 6.11% |
| 3 | SRRK SCHOLAR ROCK HLDG CORP | $27.0M | 5.42% |
| 4 | IMVT IMMUNOVANT INC | $25.6M | 5.13% |
| 5 | DNLI DENALI THERAPEUTICS INC | $25.2M | 5.05% |
| 6 | SNDX SYNDAX PHARMACEUTICALS INC | $21.0M | 4.21% |
| 7 | CNTA CENTESSA PHARMACEUTICALS PLC | $15.9M | 3.18% |
| 8 | WVE WAVE LIFE SCIENCES LTD | $15.4M | 3.09% |
| 9 | BHVN BIOHAVEN LTD | $15.3M | 3.06% |
| 10 | CDTX CIDARA THERAPEUTICS INC | $14.6M | 2.92% |
| 11 | ABVX ABIVAX SA | $14.1M | 2.83% |
| 12 | IDYA IDEAYA BIOSCIENCES INC | $10.1M | 2.03% |
| 13 | RYTM RHYTHM PHARMACEUTICALS INC | $9.2M | 1.85% |
| 14 | ARGX ARGENX SE | $9.2M | 1.84% |
| 15 | SRZN SURROZEN INC | $9.2M | 1.84% |
| 16 | RVMD REVOLUTION MEDICINES INC | $8.7M | 1.73% |
| 17 | RZLT REZOLUTE INC | $8.6M | 1.73% |
| 18 | GHRS GH RESEARCH PLC | $7.8M | 1.56% |
| 19 | ARQT ARCUTIS BIOTHERAPEUTICS INC | $7.8M | 1.56% |
| 20 | VTGN VISTAGEN THERAPEUTICS INC | $7.7M | 1.55% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.