13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001952142
Total reported value
$580.5M
$580.5M
50 檔
21.1%
According to the latest 13F quarterly dataset, Stempoint Capital LP managed an equity portfolio of $580.5M at the end of Q3 2024, spanning 50 distinct U.S. exchange-listed positions.
During Q3 2024, Stempoint Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 10.09% | -5.45% | EXIT | |
| 2 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 9.57% | +0.08% | +2.10% | |
| 3 | ✓ | Merus N V | Stock-Other | 6.30% | — | +45.92% | |
| 4 | IMVT | Immunovant Inc | Stock-Other | 5.76% | -1.76% | -13.92% | |
| 5 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 4.96% | -1.42% | -66.00% | |
| 6 | AM6 | Amicus Therapeutics Inc | Stock-Other | 4.74% | — | -0.89% | |
| 7 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 4.26% | — | — | |
| 8 | APLT | Applied Therapeutics Inc | Stock-Other | 3.98% | — | -18.32% | |
| 9 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 3.27% | — | -61.20% | |
| 10 | BHVN | Biohaven Ltd. | Stock-Other | 3.24% | +0.24% | -7.21% | |
| 11 | PRAX | Praxis Precision Medicines I | Stock-Other | 3.00% | -1.32% | +494.81% | |
| 12 | AUTL | Autolus Therapeutics PLC | Stock-Other | 2.84% | — | -1.73% | |
| 13 | INCY | Incyte CORP | Stock-Healthcare | 2.56% | — | — | |
| 14 | DNLI | Denali Therapeutics Inc | Stock-Other | 2.46% | -1.57% | EXIT | |
| 15 | DAWNGBX | Day One Biopharmaceuticals I | Stock-Other | 2.11% | — | — | |
| 16 | ✓ | Acelyrin Inc | Stock-Other | 1.95% | — | — | |
| 17 | SLNOEUR | Soleno Therapeutics Inc | Stock-Other | 1.86% | — | — | |
| 18 | CABA | Cabaletta Bio Inc | Stock-Other | 1.81% | — | +8.52% | |
| 19 | ✓ | Immatics NV | Stock-Other | 1.54% | — | -10.45% | |
| 20 | KROS | Keros Therapeutics Inc | Stock-Other | 1.51% | — | — | |
| 21 | ACLXGBX | Arcellx Inc | Stock-Other | 1.50% | — | -78.60% | |
| 22 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 1.47% | -0.01% | -0.10% | |
| 23 | NRIX | Nurix Therapeutics Inc | Stock-Other | 1.37% | -0.94% | EXIT | |
| 24 | TCRX | Tscan Therapeutics Inc | Stock-Other | 1.28% | — | +1.88% | |
| 25 | ✓ | Zura Bio LTD | Stock-Other | 1.27% | +0.53% | — | |
| 26 | IDYA | Ideaya Biosciences Inc | Stock-Other | 1.26% | — | +30.37% | |
| 27 | 430 | Terns Pharmaceuticals Inc | Stock-Other | 1.12% | — | EXIT | |
| 28 | CATX | Perspective Therapeutics Inc | Stock-Other | 0.95% | — | -30.75% | |
| 29 | PYXS | Pyxis Oncology Inc | Stock-Other | 0.93% | — | -29.31% | |
| 30 | NGNE | Neurogene Inc | Stock-Other | 0.92% | — | -6.75% | |
| 31 | URGN | UroGen Pharma Ltd. | Stock-Other | 0.92% | — | — | |
| 32 | VIGL | Vigil Neuroscience Inc | Stock-Other | 0.76% | — | -0.09% | |
| 33 | WVE | Wave Life Sciences Ltd. | Stock-Other | 0.74% | — | — | |
| 34 | BBIO | Bridgebio Pharma Inc | Stock-Healthcare | 0.72% | — | — | |
| 35 | JANX | Janux Therapeutics Inc | Stock-Other | 0.67% | — | -46.84% | |
| 36 | SRZN | Surrozen Inc | Stock-Other | 0.66% | -0.21% | +27.46% | |
| 37 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 0.65% | — | — | |
| 38 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 0.63% | — | — | |
| 39 | SRPT | Sarepta Therapeutics Inc | Stock-Healthcare | 0.56% | — | — | |
| 40 | TARA | Protara Therapeutic Inc | Stock-Other | 0.52% | — | -4.19% | |
| 41 | ✓ | Stock-Other | 0.45% | — | — | ||
| 42 | TRML | Tourmaline Bio Inc | Stock-Other | 0.43% | — | — | |
| 43 | CAPR | Capricor Therapeutics Inc | Stock-Other | 0.43% | -0.22% | EXIT | |
| 44 | ALKS | Alkermes plc | Stock-Healthcare | 0.41% | +1.70% | — | |
| 45 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 0.40% | — | — | |
| 46 | MBX | Mbx Biosciences Inc | Stock-Other | 0.39% | -2.85% | EXIT | |
| 47 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.23% | -0.53% | — | |
| 48 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 0.23% | -0.16% | — | |
| 49 | CATBUSD | Astria Therapeutics Inc | Stock-Other | 0.19% | — | — | |
| 50 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.16% | -1.75% | EXIT |
According to official SEC Form 13F filings, Stempoint Capital LP reported a total U.S. public equity portfolio value of $580.5M across 50 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SNDX, ROIV, MERUS N V) accounted for 21.1% of total reported equity market value during Q3 2024.
During Q3 2024, Stempoint Capital LP's top holdings by market value included SNDX (10.1%)、ROIV (9.6%)、MERUS N V (6.3%). The largest single position, SNDX, represented 10.1% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.