Stem Point Capital LP Portfolio Holdings by Sector
Stem Point Capital LP
- $334 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
SNDX ROIV MRUS IMVT ARQT FOLD APLT CRNX 39 stocks |
$261 Million
94.35% of portfolio
|
25
|
14
|
17
|
- |
4
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY 1 stocks |
$14.2 Million
5.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ALKS 1 stocks |
$1.37 Million
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|