STEMPOINT CAPITAL LP
CIK 1952142
13F filing for Q2 2026・No. 3,577
- Holdings
- US$580.52M
- Quarter change
- −US$456.42M
- Entries
- 85
- Net bought (estimate)
- −US$508.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 25
- Sold out 22
- Cut 35
- Added 13
- Corporate actions 0
- Unchanged 0
Largest holdings
73 stocks worth US$577.91M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TANGO THERAPEUTICS INCCOM | Added | 1,223,019 | US$38.23M | 6.62% |
| ABIVAX SASPONSORED ADS | Cut | 283,657 | US$37.8M | 6.54% |
| RVMDREVOLUTION MEDICINES INCCOM | AddedSplit 1:4 | 159,943 | US$29.95M | 5.18% |
| ERASCA INCCOM | Added | 1,565,913 | US$28.69M | 4.96% |
| TYRA BIOSCIENCES INCCOM | Added | 632,754 | US$20.21M | 3.50% |
| DIANTHUS THERAPEUTICS INCCOM | Added | 200,851 | US$19.58M | 3.39% |
| ELVNENLIVEN THERAPEUTICS INCCOM | Cut | 346,914 | US$17.61M | 3.05% |
| MINERALYS THERAPEUTICS INCCOM | Cut | 602,686 | US$16.26M | 2.81% |
| BHVNBIOHAVEN LTDCOM | AddedSplit 1:3 | 1,064,200 | US$15.84M | 2.74% |
| SURROZEN INCCOM NEW | Cut | 602,798 | US$13.79M | 2.39% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.