Managers / Q1 2026
STEMPOINT CAPITAL LP
CIK 0001952142 · 520 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, 10022 · (212) 540-4099
Reported Value
$1.0B
Q1 2026
Positions
167
includes revealed positions
Filings on Record
13
2019–present window
Filed
May 15, 2026
original filing
Summary
Stempoint Capital Lp reported $1.0B in U.S.-listed holdings across 167 positions for Q1 2026.
Its largest position, SRRK, represents 4.9% of the portfolio.
Compared with Q4 2025, the fund opened 37 new positions and exited 36.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 82.5% · $855M
- ADR · 9.0% · $93M
- Other · 8.5% · $88M
- ETP · 0.1% · $647,900
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026REVEALED
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026REVEALED | $1.0B | 167 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $583M | 78 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $499M | 90 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $312M | 54 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $314M | 62 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $401M | 58 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $334M | 58 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $340M | 44 | Aug 13, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2024 | $378M | 63 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $375M | 70 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.