Q2 2026 13F · SEC CIK 1952142

Stempoint Capital LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $577.9M
Reported positions: 73
Top holdings a year, 3 yrs: +24.4%
Assets under management: $761.3M

Stempoint Capital LP is a hedge fund that reported 73 positions worth $577.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Tango Therapeutics Inc (TNGX, 6.6%), Abivax SA (ABVX, 6.5%), Revolution Medicines Inc (RVMD, 5.2%). A portfolio copying its top holdings returned 24.4% a year over the last 3 years, against 18.8% for the S&P 500.

Stempoint Capital LP holdings largest 50 of 73 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stempoint Capital LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TNGXTango Therapeutics Inc	6.6%	0.8%	1,223,019	+508.7%	$38.2M
ABVXAbivax SA	6.5%	6.8%	283,657	-9.6%	$37.8M
RVMDRevolution Medicines Inc	5.2%	5.3%	159,943	-43.2%	$30.0M
ERASErasca Inc	5.0%	0.8%	1,565,913	+552.8%	$28.7M
TYRATyra Biosciences Inc	3.5%	1.4%	632,754	+227.6%	$20.2M
DNTHDianthus Therapeutics Inc	3.4%	1.4%	200,851	+134.9%	$19.6M
ELVNEnliven Therapeutics Inc	3.0%	2.8%	346,914	-4.5%	$17.6M
MLYSMineralys Therapeutics Inc	2.8%	2.8%	602,686	+13.0%	$16.3M
BHVNBiohaven Ltd	2.7%	2.6%	1,064,200	-33.3%	$15.8M
SRZNSurrozen Inc	2.4%	1.1%	602,798	+207.6%	$13.8M
KNSAKiniksa Pharmaceuticals Intl P	2.3%	—	209,234	—	$13.4M
SRRKScholar Rock Hldg Corp	2.3%	9.9%	239,146	-76.9%	$13.2M
ALKSAlkermes PLC	2.2%	0.6%	248,015	+208.1%	$13.0M
TRAXFirst Tracks Biotherapeutics	2.2%	—	622,723	—	$12.5M
PRAXPraxis Precision Medicines I	2.2%	3.5%	37,243	-33.8%	$12.5M
ROIVRoivant Sciences Ltd	2.1%	2.1%	348,408	-9.7%	$12.3M
BIOABioage Labs Inc	2.0%	1.2%	464,171	+37.1%	$11.4M
CGONCg Oncology Inc	2.0%	2.7%	159,349	-22.5%	$11.3M
ORKAOruka Therapeutics Inc	1.9%	—	116,461	—	$11.1M
IMVTImmunovant Inc	1.8%	3.6%	276,527	-63.0%	$10.7M
CELCCelcuity Inc	1.8%	1.3%	98,203	+63.5%	$10.3M
RLMDRelmada Therapeutics Inc	1.7%	0.8%	1,460,093	+144.4%	$10.1M
CLYMClimb Bio Inc	1.7%	—	742,745	—	$9.7M
SYRESpyre Therapeutics	1.6%	1.6%	106,926	-36.2%	$9.5M
ZURAZura Bio Ltd	1.4%	0.9%	1,368,215	+81.6%	$8.1M
N44821101Inflarx NV	1.3%	—	3,228,255	—	$7.2M
AMLXAmylyx Pharmaceuticals Inc	1.2%	1.8%	384,304	-42.6%	$6.9M
CLDXCelldex Therapeutics Inc New	1.1%	1.6%	178,412	-29.8%	$6.6M
OVIDOvid Therapeutics Inc	1.1%	—	2,417,283	—	$6.5M
EQEquillium Inc	1.1%	—	2,016,607	—	$6.5M
24477V105Definium Therapeutics Inc	1.1%	1.2%	137,124	-57.9%	$6.5M
CYTKCytokinetics Inc	1.1%	1.7%	75,603	-41.7%	$6.4M
GLTODamora Therapeutics Inc	1.0%	—	216,194	—	$5.6M
IVAInventiva SACA	0.9%	—	1,426,320	—	$5.4M
IPSCCentury Therapeutics Inc	0.9%	—	2,146,182	—	$5.3M
AURAAura Biosciences Inc	0.9%	—	714,280	—	$5.1M
EYPTEyepoint Pharmaceuticals Inc	0.8%	2.0%	338,471	-58.3%	$4.8M
ASMBAssembly Biosciences Inc.	0.8%	1.0%	170,378	-8.1%	$4.7M
AADIWhitehawk Therapeutics Inc	0.8%	0.6%	1,021,037	+8.7%	$4.7M
XENEXenon Pharmaceuticals Inc	0.8%	1.6%	76,075	-46.0%	$4.6M
QUREUniqure NV	0.7%	—	88,115	—	$4.1M
CMPSCompass Pathways PLC	0.7%	—	284,769	—	$4.0M
AVLNAvalyn Pharmaceuticals Inc	0.7%	—	118,000	—	$3.9M
MPLTMaplight Therapeutics Inc	0.7%	—	106,906	—	$3.8M
ALMSAlumis Inc Com	0.7%	1.0%	135,736	-40.9%	$3.8M
AXSMAxsome Therapeutics Inc.	0.7%	—	15,375	—	$3.8M
GLUEMonte Rosa Therapeutics Inc	0.6%	—	153,544	—	$3.7M
ACADAcadia Pharmaceuticals Inc	0.6%	1.1%	143,167	-41.0%	$3.6M
SLDBSolid Bioscience Inc.	0.6%	—	358,780	—	$3.6M
PSNLPersonalis Inc	0.6%	—	247,783	—	$3.3M

What Stempoint Capital LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +116.8% /yr; S&P 500 +20.1%
3 years: +24.4% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$577.9M	73
Q1 2026	$512.5M	70
Q4 2025	$582.7M	75
Q3 2025	$495.9M	76
Q2 2025	$310.6M	50
Q1 2025	$313.1M	52
Q4 2024	$398.7M	48
Q3 2024	$333.4M	50
Q2 2024	$339.9M	42
Q1 2024	$374.3M	45
Q4 2023	$371.1M	59

Questions about Stempoint Capital LP's portfolio

What stocks does Stempoint Capital LP own?

Stempoint Capital LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 73 positions worth $577.9M. The largest are Tango Therapeutics Inc (TNGX) at 6.6%, Abivax SA (ABVX) at 6.5%, Revolution Medicines Inc (RVMD) at 5.2%, Erasca Inc (ERAS) at 5.0% and Tyra Biosciences Inc (TYRA) at 3.5%.

What did Stempoint Capital LP buy last quarter?

In Q2 2026, Stempoint Capital LP added Erasca Inc (ERAS) (+552.8% shares), Tango Therapeutics Inc (TNGX) (+508.7% shares) and Tyra Biosciences Inc (TYRA) (+227.6% shares), compared with its Q1 2026 filing.

What did Stempoint Capital LP sell last quarter?

In Q2 2026, Stempoint Capital LP cut from its top 50 Syndax Pharmaceuticals Inc (SNDX), cut from its top 50 Mbx Biosciences Inc (MBX), cut from its top 50 Arcutis Biotherapeutics Inc (ARQT), cut from its top 50 Structure Therapeutics Inc (GPCR), cut from its top 50 Dyne Therapeutics Inc (DYN), Scholar Rock Hldg Corp (SRRK) (-76.9% shares), Immunovant Inc (IMVT) (-63.0% shares) and Eyepoint Pharmaceuticals Inc (EYPT) (-58.3% shares), compared with its Q1 2026 filing.

How has Stempoint Capital LP's portfolio performed?

A portfolio copying Stempoint Capital LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.4% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +116.8% against +20.1%.

When is Stempoint Capital LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stempoint Capital LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Stempoint Capital LP manage?

Stempoint Capital LP reported $761.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $577.9M.