Stempoint Capital LP
Annual return '25
+8.0%
SPY '25
+17.7%
Alpha
-9.7ptsvs SPY
Invested
$583.2M
Holdings
75
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ABVX
ABIVAX SA
Q1 2026: New position (313.8k shares)
9.1%
02
$SRRK
SCHOLAR ROCK HLDG CORP
Q1 2026: New position (3.11M shares)
6.8%
03
$CNTA
CENTESSA PHARMACEUTICALS PLC
Q4 2025: Exited (was 345.0k shares)
5.0%
04
$SNDX
SYNDAX PHARMACEUTICALS INC
Q1 2026: New position (2.43M shares)
4.8%
05
$GPCR
STRUCTURE THERAPEUTICS INC
Q1 2026: New position (200.3k shares)
4.2%
06
$ACLX
ARCELLX INC
Q4 2025: Exited (was 11.4k shares)
3.7%
07
$ROIV
ROIVANT SCIENCES LTD
Q1 2026: New position (385.8k shares)
3.6%
08
$TERN
TERNS PHARMACEUTICALS INC
Q1 2026: New position (100.0k shares)
3.0%
09
$TWST
TWIST BIOSCIENCE CORP
Q1 2026: New position (43.1k shares)
2.8%
10
$IMVT
IMMUNOVANT INC
Q1 2026: New position (1.49M shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:53 UTC.