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CIK: 0001952142
Total reported value
$580.5M
$580.5M
51 檔
24.1%
During the Q4 2024 filing period, Stempoint Capital LP (CIK: 0001952142) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $580.5M across 51 reported positions.
During Q4 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 | 9.49% | -5.45% | EXIT | |
| 2 | ROIV | Roivant Sciences Ltd. | Stock-Healthcare | 8.01% | +0.08% | -2.06% | |
| 3 | IMVT | Immunovant Inc | Stock-Other | 6.92% | -1.76% | +28.42% | |
| 4 | ✓ | Merus N V | Stock-Other | 6.45% | — | +45.96% | |
| 5 | CRNX | Crinetics Pharmaceuticals In | Stock-Other | 4.05% | — | +48.29% | |
| 6 | XENE | Xenon Pharmaceuticals Inc | Stock-Other | 3.68% | -0.78% | — | |
| 7 | INCY | Incyte CORP | Stock-Healthcare | 3.34% | — | +49.53% | |
| 8 | ALKS | Alkermes plc | Stock-Healthcare | 2.99% | +1.70% | +752.38% | |
| 9 | DNLI | Denali Therapeutics Inc | Stock-Other | 2.97% | -1.57% | EXIT | |
| 10 | RYTM | Rhythm Pharmaceuticals Inc | Stock-Other | 2.91% | — | +404.06% | |
| 11 | NUVL | Nuvalent Inc-a | Stock-Other | 2.84% | — | — | |
| 12 | 260 | Centessa Pharmaceuticals-adr | Stock-Other | 2.68% | — | +667.33% | |
| 13 | PRAX | Praxis Precision Medicines I | Stock-Other | 2.58% | -1.32% | -22.90% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.34% | — | -39.68% | |
| 15 | WVE | Wave Life Sciences Ltd. | Stock-Other | 2.23% | — | +140.40% | |
| 16 | RVMD | Revolution Medicines Inc | Stock-Healthcare | 2.11% | -0.16% | +1062.09% | |
| 17 | 4XC1 | Kalvista Pharmaceuticals Inc | Stock-Other | 2.10% | — | — | |
| 18 | JANX | Janux Therapeutics Inc | Stock-Other | 1.95% | — | +195.21% | |
| 19 | ARQT | Arcutis Biotherapeutics Inc | Stock-Other | 1.89% | -1.42% | +2.35% | |
| 20 | SRRK | Scholar Rock Holding CORP | Stock-Other | 1.85% | -7.59% | — | |
| 21 | INSM | Insmed Inc | Stock-Healthcare | 1.84% | — | — | |
| 22 | IOVA | Iovance Biotherapeutics Inc | Stock-Other | 1.75% | — | — | |
| 23 | BNTX | Biontech Se-adr | Stock-Other | 1.75% | — | — | |
| 24 | BHVN | Biohaven Ltd. | Stock-Other | 1.74% | +0.24% | -13.87% | |
| 25 | VTGN | Vistagen Therapeutics Inc | Stock-Other | 1.48% | -0.01% | +26.08% | |
| 26 | PTGX | Protagonist Therapeutics Inc | Stock-Other | 1.37% | -1.12% | — | |
| 27 | ✓ | Acelyrin Inc | Stock-Other | 1.34% | — | +29.36% | |
| 28 | SRZN | Surrozen Inc | Stock-Other | 1.26% | -0.21% | +91.66% | |
| 29 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 1.23% | +0.03% | — | |
| 30 | NMRA | Neumora Therapeutics Inc | Stock-Other | 1.13% | — | — | |
| 31 | EYPT | Eyepoint Inc | Stock-Other | 1.08% | -1.17% | — | |
| 32 | RARE | Ultragenyx Pharmaceutical In | Stock-Other | 1.07% | — | — | |
| 33 | ETNBGBP | 89bio Inc | Stock-Other | 1.07% | — | — | |
| 34 | CYTK | Cytokinetics Inc | Stock-Healthcare | 0.98% | -0.53% | +477.82% | |
| 35 | CTNM | Contineum Therapeutics Inc-a | Stock-Other | 0.97% | — | — | |
| 36 | EWTX | Edgewise Therapeutics Inc | Stock-Other | 0.88% | -1.75% | EXIT | |
| 37 | RCKT | Rocket Pharmaceuticals Inc | Stock-Other | 0.85% | — | — | |
| 38 | JSPR | Jasper Therapeutics Inc | Stock-Other | 0.72% | — | — | |
| 39 | TRML | Tourmaline Bio Inc | Stock-Other | 0.64% | — | +127.65% | |
| 40 | ELVN | Enliven Therapeutics Inc | Stock-Other | 0.54% | +0.30% | — | |
| 41 | ✓ | Helix Acquisition CORP Ii | Stock-Other | 0.53% | — | +0.45% | |
| 42 | TARA | Protara Therapeutic Inc | Stock-Other | 0.44% | — | -64.75% | |
| 43 | QURE | uniQure N.V. | Stock-Other | 0.40% | +0.46% | — | |
| 44 | ✓ | Stock-Other | 0.38% | — | — | ||
| 45 | VRNA | Verona Pharma PLC - Adr | Stock-Other | 0.33% | — | — | |
| 46 | CDTX | Cidara Therapeutics Inc | Stock-Other | 0.32% | — | — | |
| 47 | ATYR | Atyr Pharma Inc | Stock-Other | 0.18% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.13% | -0.01% | EXIT | |
| 49 | TECX | Tectonic Therapeutic Inc | Stock-Other | 0.11% | — | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | -0.02% | EXIT |
According to official SEC Form 13F filings, Stempoint Capital LP reported a total U.S. public equity portfolio value of $580.5M across 51 disclosed positions in Q4 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, IMVT) accounted for 24.1% of total reported equity market value during Q4 2024.
During Q4 2024, Stempoint Capital LP's top holdings by market value included SNDX (9.5%)、ROIV (8.0%)、IMVT (6.9%). The largest single position, SNDX, represented 9.5% of total portfolio value.
In Q4 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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