SEC 13F Intelligence

Managers / Q1 2024 · view latest →

STEMPOINT CAPITAL LP

CIK 0001952142 · 520 MADISON AVENUE, 19TH FLOOR, NEW YORK, NY, 10022 · (212) 540-4099

Reported Value
$378M
Q1 2024
Positions
63
Filings on Record
13
2019–present window
Filed
May 14, 2024
original filing

Summary

Stempoint Capital Lp reported $378M in U.S.-listed holdings across 63 positions for Q1 2024.

Its largest position, Roivant Sciences, represents 9.9% of the portfolio.

Compared with Q4 2023, the fund opened 22 new positions and exited 35.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $375MQ4 ’23Q1 ’24: $378MQ2 ’24: $340MQ2 ’24Q3 ’24: $334MQ4 ’24: $401MQ4 ’24Q1 ’25: $314MQ2 ’25: $312MQ2 ’25Q3 ’25: $499MQ4 ’25: $583MQ4 ’25Q1 ’26: $1.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026REVEALED$1.0B167May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$583M78Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$499M90Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$312M54Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$314M62May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$401M58Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$334M58Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$340M44Aug 13, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$378M63May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$375M70Feb 13, 202413F-HRchanges · 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 ↗.