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CIK: 0001952142
Total reported value
$580.5M
$580.5M
42 檔
21.7%
In Q2 2024, Stempoint Capital LP's U.S. equity holdings reached a combined market value of $580.5M, distributed across 42 disclosed stock positions.
During Q2 2024, Stempoint Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SNDX, ROIV, IMVT) accounted for 21.7% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 8.52% | -5.45% | EXIT | |
| 2 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 8.43% | +0.08% | -36.97% | |
| 3 | IMVT | Immunovant Inc | Stock-Other | 7.85% | -1.76% | +15.35% | |
| 4 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 7.25% | — | -30.66% | |
| 5 | ✓ | Merus N V | Stock-Other | 5.02% | — | -9.47% | |
| 6 | ACLXGBX | Arcellx Inc | Stock-Other | 4.55% | — | +47.53% | |
| 7 | AM6 | Amicus Therapeutics Inc | Stock-Other | 4.36% | — | -23.22% | |
| 8 | IMCR | Immunocore Holdings Plc-adr | Stock-Other | 3.38% | -0.37% | EXIT | |
| 9 | APLT | Applied Therapeutics Inc | Stock-Other | 3.03% | — | +9.63% | |
| 10 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.98% | — | — | |
| 11 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 2.78% | — | — | |
| 12 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 2.74% | -1.42% | +96.82% | |
| 13 | AUTL | Autolus Therapeutics PLC | Stock-Other | 2.72% | — | -17.20% | |
| 14 | CABA | Cabaletta Bio Inc | Stock-Other | 2.59% | — | -21.66% | |
| 15 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.55% | — | -36.54% | |
| 16 | BHVN | Biohaven Ltd. | Stock-Other | 2.38% | +0.24% | +105.58% | |
| 17 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 1.72% | -0.01% | — | |
| 18 | ✓ | Immatics NV | Stock-Other | 1.71% | — | +2.09% | |
| 19 | DNLI | Denali Therapeutics Inc | Stock-Other | 1.71% | -1.57% | EXIT | |
| 20 | INSM | Insmed Inc | Stock-Healthcare | 1.71% | — | -68.07% | |
| 21 | CLDX | Celldex Therapeutics Inc | Stock-Other | 1.57% | -0.40% | — | |
| 22 | LRMR | Larimar Therapeutics Inc | Stock-Other | 1.50% | — | -4.93% | |
| 23 | TCRX | Tscan Therapeutics Inc | Stock-Other | 1.45% | — | — | |
| 24 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 1.43% | -1.75% | EXIT | |
| 25 | CRBP | Corbus Pharmaceuticals Holdi | Stock-Other | 1.35% | — | — | |
| 26 | FULC | Fulcrum Therapeutics Inc | Stock-Other | 1.27% | — | +71.08% | |
| 27 | NRIX | Nurix Therapeutics Inc | Stock-Other | 1.25% | -0.94% | EXIT | |
| 28 | PYXS | Pyxis Oncology Inc | Stock-Other | 1.17% | — | -32.97% | |
| 29 | JANX | Janux Therapeutics Inc | Stock-Other | 1.14% | — | -23.59% | |
| 30 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.05% | — | +16.47% | |
| 31 | SYRE | Spyre Therapeutics Inc | Stock-Other | 1.04% | +0.02% | +141.68% | |
| 32 | CATX | Perspective Therapeutics Inc | Stock-Other | 1.01% | — | — | |
| 33 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.96% | — | +11.27% | |
| 34 | BDTX | Black Diamond Therapeutics I | Stock-Other | 0.92% | — | — | |
| 35 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.88% | — | — | |
| 36 | NGNE | Neurogene Inc | Stock-Other | 0.84% | — | — | |
| 37 | SLN | Silence Therapeutics Plc-adr | Stock-Other | 0.70% | — | — | |
| 38 | TARA | Protara Therapeutic Inc | Stock-Other | 0.60% | — | +283.91% | |
| 39 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 0.60% | — | — | |
| 40 | SRZN | Surrozen Inc | Stock-Other | 0.46% | -0.21% | — | |
| 41 | ✓ | Stock-Other | 0.44% | — | — | ||
| 42 | PRAX | Praxis Precision Medicines I | Stock-Other | 0.36% | -1.32% | +8.80% |
According to official SEC Form 13F filings, Stempoint Capital LP reported a total U.S. public equity portfolio value of $580.5M across 42 disclosed positions in Q2 2024.
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During Q2 2024, Stempoint Capital LP's top holdings by market value included SNDX (8.5%)、ROIV (8.4%)、IMVT (7.8%). The largest single position, SNDX, represented 8.5% of total portfolio value.
In Q2 2024, Stempoint Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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