STEMPOINT CAPITAL LP
Q2 2026 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$580.5M 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
$580.5M
Quarter over quarter
+26.4%
Holdings
73
Top-10 concentration
41.0%
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 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $580.5M |
| Positions | 73 |
| Change in reported value | +11.1% |
| New positions | 25 |
| Exited positions | 22 |
| Position turnover | 49.5% |
| Top-10 concentration | 41.0% |
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 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TNGX TANGO THERAPEUTICS INC | $38.2M | 6.59% |
| 2 | ABVX ABIVAX SA | $37.8M | 6.51% |
| 3 | RVMD REVOLUTION MEDICINES INC | $30.0M | 5.16% |
| 4 | ERAS ERASCA INC | $28.7M | 4.94% |
| 5 | TYRA TYRA BIOSCIENCES INC | $20.2M | 3.48% |
| 6 | DNTH DIANTHUS THERAPEUTICS INC | $19.6M | 3.37% |
| 7 | ELVN ENLIVEN THERAPEUTICS INC | $17.6M | 3.03% |
| 8 | MLYS MINERALYS THERAPEUTICS INC | $16.3M | 2.8% |
| 9 | BHVN BIOHAVEN LTD | $15.8M | 2.73% |
| 10 | SRZN SURROZEN INC | $13.8M | 2.37% |
| 11 | KNSA KINIKSA PHARMACEUTICALS INTL | $13.4M | 2.3% |
| 12 | SRRK SCHOLAR ROCK HLDG CORP | $13.2M | 2.27% |
| 13 | ALKS ALKERMES PLC | $13.0M | 2.24% |
| 14 | TRAX FIRST TRACKS BIOTHERAPEUTICS | $12.5M | 2.16% |
| 15 | PRAX PRAXIS PRECISION MEDICINES I | $12.5M | 2.15% |
| 16 | ROIV ROIVANT SCIENCES LTD | $12.3M | 2.12% |
| 17 | BIOA BIOAGE LABS INC | $11.4M | 1.96% |
| 18 | CGON CG ONCOLOGY INC | $11.3M | 1.95% |
| 19 | ORKA ORUKA THERAPEUTICS INC | $11.1M | 1.91% |
| 20 | IMVT IMMUNOVANT INC | $10.7M | 1.84% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.