STEMPOINT CAPITAL LP
Q3 2024 Form 13-F
NEW YORK, DELAWARE
CIK 0001952142
· CRD 324248
· SEC-registered investment adviser
$334.0M 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
$334.0M
Quarter over quarter
+10.1%
Holdings
50
Top-10 concentration
56.0%
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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Q3 2024 13F record
Q3 2024 13F filing summary
| Period of report | September 30, 2024 |
|---|---|
| Filed | November 13, 2024 |
| Form | 13F-HR |
| Reported value | $334.0M |
| Positions | 50 |
| Change in reported value | -1.8% |
| New positions | 21 |
| Exited positions | 13 |
| Position turnover | 54.0% |
| Top-10 concentration | 56.0% |
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 · Q3 2024
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SNDX SYNDAX PHARMACEUTICALS INC | $33.3M | 9.98% |
| 2 | ROIV ROIVANT SCIENCES LTD | $32.0M | 9.57% |
| 3 | MRUS MERUS N V | $21.0M | 6.3% |
| 4 | IMVT IMMUNOVANT INC | $19.1M | 5.73% |
| 5 | ARQT ARCUTIS BIOTHERAPEUTICS INC | $16.5M | 4.95% |
| 6 | FOLD AMICUS THERAPEUTICS INC | $15.8M | 4.74% |
| 7 | BMY BRISTOL-MYERS SQUIBB CO | $14.2M | 4.26% |
| 8 | APLT APPLIED THERAPEUTICS INC | $13.2M | 3.96% |
| 9 | CRNX CRINETICS PHARMACEUTICALS IN | $10.9M | 3.27% |
| 10 | BHVN BIOHAVEN LTD | $10.8M | 3.24% |
| 11 | PRAX PRAXIS PRECISION MEDICINES I | $10.0M | 3.0% |
| 12 | AUTL AUTOLUS THERAPEUTICS PLC | $9.5M | 2.84% |
| 13 | INCY INCYTE CORP | $8.6M | 2.56% |
| 14 | DNLI DENALI THERAPEUTICS INC | $8.2M | 2.46% |
| 15 | DAWN DAY ONE BIOPHARMACEUTICALS I | $7.1M | 2.11% |
| 16 | SLRN ACELYRIN INC | $6.5M | 1.95% |
| 17 | SLNO SOLENO THERAPEUTICS INC | $6.2M | 1.86% |
| 18 | CABA CABALETTA BIO INC | $6.0M | 1.81% |
| 19 | IMTX IMMATICS N.V | $5.1M | 1.54% |
| 20 | KROS KEROS THERAPEUTICS INC | $5.0M | 1.51% |
Values as reported on the Q3 2024 Form 13F. Every position is in the holdings table below.