§ 13F · FUND PROFILE
STEMPOINT CAPITAL LP.
AUM · $581M (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$125M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TNGX | TANGO THERAPEUTICS INC | 1.22M | $38M | 6.6% | +229% |
| 2 | ABVX | ABIVAX SA | 284K | $38M | 6.5% | −55% |
| 3 | RVMD | REVOLUTION MEDICINES INC | 160K | $30M | 5.2% | −75% |
| 4 | ERAS | ERASCA INC | 1.57M | $29M | 4.9% | +268% |
| 5 | TYRA | TYRA BIOSCIENCES INC | 633K | $20M | 3.5% | +8% |
| 6 | DNTH | DIANTHUS THERAPEUTICS INC | 201K | $20M | 3.4% | +17% |
| 7 | ELVN | ENLIVEN THERAPEUTICS INC | 347K | $18M | 3.0% | −52% |
| 8 | MLYS | MINERALYS THERAPEUTICS INC | 603K | $16M | 2.8% | −43% |
| 9 | BHVN | BIOHAVEN LTD | 1.06M | $16M | 2.7% | −51% |
| 10 | KNSA | KINIKSA PHARMACEUTICALS INTL | 209K | $13M | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STEMPOINT SIGNAL
AC read
STEMPOINT CAPITAL LP is a Other fund managing $581 million in assets. The fund runs a portfolio of 85 positions.
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