Stem Point Capital LP Portfolio Holdings by Sector
Stem Point Capital LP
- $312 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
SNDX IMVT SRRK CNTA MDGL MRUS ACLX RYTM 37 stocks |
$246 Million
96.07% of portfolio
|
23
|
14
|
13
|
- |
3
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ALKS 1 stocks |
$10 Million
3.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|