Stem Point Capital LP Portfolio Holdings

Stem Point Capital LP

  • $312 Billion
  • Q2 2025

Stem Point Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $312 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Syndax Pharmaceuticals Inc with a value of $22.2B, Immunovant, Inc. with a value of $20.8B, Scholar Rock Holding Corp with a value of $18.7B, Centessa Pharmaceuticals PLC with a value of $16.6B, and Madrigal Pharmaceuticals, Inc. with a value of $15.9B.

Examining the 13F form we can see an decrease of $2.13B in the current position value, from $314B to 312B.

Stem Point Capital LP is based out at New York, NY

Below you can find more details about Stem Point Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $312 Billion
Healthcare: $256 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$734M
$22.2 Billion 7.13% of portfolio
2,372,634
Q2 2025 Added 48.42%
$3.55B
$20.8 Billion 6.68% of portfolio
1,300,860
Q2 2025 Added 52.42%
$1.66B
$18.7 Billion 6.0% of portfolio
528,115
Q2 2025 Reduced 6.73%
$1.61B
$16.6 Billion 5.34% of portfolio
1,265,672
Q2 2025 Added 113.31%
$6.14B
$15.9 Billion 5.12% of portfolio
52,694
Q2 2025 Added 28.72%
$2.93B
$14 Billion 4.49% of portfolio
266,094
Q2 2025 Reduced 23.26%
$3.19B
$13.3 Billion 4.26% of portfolio
201,452
Q2 2025 Reduced 26.42%
Cidara Therapeutics Inc
-
$13 Billion 4.17% of portfolio
-
Q2 2025 New
$5.51B
$11.2 Billion 3.58% of portfolio
176,752
Q2 2025 Added 422.69%
$4.49B
$10 Billion 3.22% of portfolio
351,124
Q2 2025 Added 82.54%
$1.77B
$9.9 Billion 3.18% of portfolio
707,915
Q2 2025 Added 6.12%
$6.19B
$9.59 Billion 3.08% of portfolio
270,144
Q2 2025 New
$510M
$9.38 Billion 3.01% of portfolio
6,649,244
Q2 2025 Added 592.41%
$3.36B
$8.76 Billion 2.81% of portfolio
250,438
Q2 2025 Added 847.87%
Mineralys Therapeutics Inc
-
$8.55 Billion 2.74% of portfolio
-
Q2 2025 New
$668M
$7.98 Billion 2.56% of portfolio
572,615
Q2 2025 Reduced 21.67%
$2.23B
$6.23 Billion 2.0% of portfolio
116,779
Q2 2025 Reduced 25.23%
$16.5B
$6.2 Billion 1.99% of portfolio
61,578
Q2 2025 Reduced 29.27%
Surrozen Inc
-
$6.14 Billion 1.97% of portfolio
-
Q2 2025 Added 185.08%
$734M
$5.85 Billion 1.88% of portfolio
900,338
Q2 2025 Added 902.24%
Lenz Therapeutics Inc
-
$5.39 Billion 1.73% of portfolio
-
Q2 2025 New
$3.29B
$4.56 Billion 1.47% of portfolio
59,828
Q2 2025 Reduced 68.58%
$301M
$4.37 Billion 1.4% of portfolio
386,790
Q2 2025 Reduced 0.01%
Vistagen Therapeutics Inc
-
$4.12 Billion 1.32% of portfolio
-
Q2 2025 Added 1.97%
Apogee Therapeutics Inc
-
$3.67 Billion 1.18% of portfolio
-
Q2 2025 New
$1.13B
$3.49 Billion 1.12% of portfolio
165,885
Q2 2025 Added 147.59%
$34.6M
$3.47 Billion 1.11% of portfolio
1,143,677
Q2 2025 Reduced 3.94%
Helix Acquisition Corp Ii
-
$3.29 Billion 1.06% of portfolio
-
Q2 2025 Added 57.2%
$366M
$3.1 Billion 0.99% of portfolio
329,254
Q2 2025 New
$887M
$2.88 Billion 0.93% of portfolio
205,672
Q2 2025 Reduced 53.26%
$241M
$2.88 Billion 0.92% of portfolio
644,654
Q2 2025 New
$141M
$2.78 Billion 0.89% of portfolio
1,203,941
Q2 2025 New
-
$2.76 Billion 0.89% of portfolio
-
Q2 2025 Added 45.96%
Biohaven LTD
-
$2.47 Billion 0.79% of portfolio
-
Q2 2025 Reduced 30.26%
$59.7B
$2.45 Billion 0.79% of portfolio
4,672
Q2 2025 New
$7.28B
$2.36 Billion 0.76% of portfolio
54,630
Q2 2025 Reduced 73.79%
$1.01B
$2.08 Billion 0.67% of portfolio
89,933
Q2 2025 Reduced 73.71%
$377M
$2.04 Billion 0.65% of portfolio
200,785
Q2 2025 New
Mbx Biosciences Inc
-
$1.61 Billion 0.52% of portfolio
-
Q2 2025 Added 45.96%
Perceptive Cap Solutions Cor
-
$1.59 Billion 0.51% of portfolio
-
Q2 2024 New
Praxis Precision Medicines I
-
$1.36 Billion 0.44% of portfolio
-
Q2 2025 New
$632M
$1.23 Billion 0.39% of portfolio
100,826
Q2 2025 New
$595M
$1.07 Billion 0.34% of portfolio
208,800
Q2 2025 New
$2.68B
$927 Million 0.3% of portfolio
16,770
Q2 2025 Reduced 65.94%
Tectonic Therapeutic Inc
-
$795 Million 0.26% of portfolio
-
Q2 2025 New
$228M
$759 Million 0.24% of portfolio
283,286
Q2 2025 New
Abivax Sa
-
$671 Million 0.22% of portfolio
-
Q2 2025 New
$6.41B
$701 Million 0.22% of portfolio
7,407
Q2 2025 New
Mind Medicine Mindmed Inc
-
$590 Million 0.19% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $312 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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