account_balance
Investment manager · 13F filer · SEC CIK 1952142
Stempoint Capital LP
Reported value$578Mas of Jun 30, 2026
Positions73 25 new, 22 sold out
Top 10 weight41.2%TNGX alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TNGXTango Therapeutics Inc
6.6%Added +509%
ABVXAbivax SA
6.5%Trimmed −10%
RVMDRevolution Medicines Inc
5.2%Trimmed −43%
ERASErasca Inc
5.0%Added +553%
TYRATyra Biosciences Inc
3.5%Added +228%
DNTHDianthus Therapeutics Inc
3.4%Added +135%
ELVNEnliven Therapeutics Inc
3.0%Trimmed −5%
MLYSMineralys Therapeutics Inc
2.8%Added +13%
BHVNBiohaven Ltd
2.7%Trimmed −33%
SRZNSurrozen Inc
2.4%Added +208%
KNSAKiniksa Pharmaceuticals Intl
2.3%New
SRRKScholar Rock HLDG Corp
2.3%Trimmed −77%
TNGXTango Therapeutics Inc
6.6%Added +509%
ABVXAbivax SA
6.5%Trimmed −10%
RVMD5.2%ERAS5.0%TYRA3.5%DNTH3.4%ELVN3.0%MLYS2.8%BHVN2.7%SRZN2.4%KNSA2.3%SRRK2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TNGX Tango Therapeutics Inc 6.6% Added +509%ABVX Abivax SA 6.5% Trimmed −10%RVMD Revolution Medicines Inc 5.2% Trimmed −43%ERAS Erasca Inc 5.0% Added +553%TYRA Tyra Biosciences Inc 3.5% Added +228%DNTH Dianthus Therapeutics Inc 3.4% Added +135%ELVN Enliven Therapeutics Inc 3.0% Trimmed −5%MLYS Mineralys Therapeutics Inc 2.8% Added +13%BHVN Biohaven Ltd 2.7% Trimmed −33%SRZN Surrozen Inc 2.4% Added +208%KNSA Kiniksa Pharmaceuticals Intl 2.3% NewSRRK Scholar Rock HLDG Corp 2.3% Trimmed −77%
What changed