STEMPOINT CAPITAL LP
Q4 2025 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$583.2M Reported Value Total
STEMPOINT CAPITAL LP reports 8 total accounts under management (AUM). There are 8 discretionary accounts valued at $761,283,000, 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
$583.2M
Quarter over quarter
+25.2%
Holdings
75
Top-10 concentration
45.6%
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 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 17, 2026 |
| Form | 13F-HR |
| Reported value | $583.2M |
| Positions | 75 |
| Change in reported value | +16.9% |
| New positions | 32 |
| Exited positions | 33 |
| Position turnover | 60.2% |
| Top-10 concentration | 45.6% |
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 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | ABVX ABIVAX SA | $52.8M | 9.06% |
| 2 | SRRK SCHOLAR ROCK HLDG CORP | $39.1M | 6.7% |
| 3 | CNTA CENTESSA PHARMACEUTICALS PLC | $28.9M | 4.95% |
| 4 | SNDX SYNDAX PHARMACEUTICALS INC | $28.1M | 4.83% |
| 5 | GPCR STRUCTURE THERAPEUTICS INC | $24.4M | 4.19% |
| 6 | ACLX ARCELLX INC | $21.7M | 3.72% |
| 7 | ROIV ROIVANT SCIENCES LTD | $21.0M | 3.6% |
| 8 | TERN TERNS PHARMACEUTICALS INC | $17.3M | 2.97% |
| 9 | TWST TWIST BIOSCIENCE CORP | $16.4M | 2.82% |
| 10 | IMVT IMMUNOVANT INC | $16.4M | 2.81% |
| 11 | DYN DYNE THERAPEUTICS INC | $16.3M | 2.8% |
| 12 | XENE XENON PHARMACEUTICALS INC | $15.6M | 2.68% |
| 13 | SRZN SURROZEN INC | $12.7M | 2.17% |
| 14 | CELC CELCUITY INC | $11.8M | 2.02% |
| 15 | MLYS MINERALYS THERAPEUTICS INC | $10.5M | 1.8% |
| 16 | MDGL MADRIGAL PHARMACEUTICALS INC | $10.3M | 1.77% |
| 17 | ADPT ADAPTIVE BIOTECHNOLOGIES COR | $9.9M | 1.69% |
| 18 | PALI PALISADE BIO INC | $9.9M | 1.69% |
| 19 | CYTK CYTOKINETICS INC | $9.3M | 1.6% |
| 20 | EWTX EDGEWISE THERAPEUTICS INC | $9.0M | 1.54% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.