Stem Point Capital LP Portfolio Holdings

Stem Point Capital LP

  • $499 Billion
  • Q3 2025

Stem Point Capital LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $499 Billion distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $63.5B, Uni Qure N.V. with a value of $30.5B, Scholar Rock Holding Corp with a value of $27B, Immunovant, Inc. with a value of $25.6B, and Denali Therapeutics Inc. with a value of $25.2B.

Examining the 13F form we can see an increase of $188B in the current position value, from $312B to 499B.

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 $499 Billion
Healthcare: $399 Billion
ETFs: $3.03 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.28 Billion 0.46% of portfolio
3,797
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $499 Billion
  • Prior Value $312 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 39 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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