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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.3B
$63.5 Billion 12.72% of portfolio
4,197,187
Q3 2025 Added 597.46%
$1.4B
$30.5 Billion 6.11% of portfolio
522,155
Q3 2025 Reduced 8.81%
$1.95B
$27 Billion 5.42% of portfolio
726,204
Q3 2025 Added 37.51%
$3.55B
$25.6 Billion 5.13% of portfolio
1,589,580
Q3 2025 Added 22.19%
$2.34B
$25.2 Billion 5.05% of portfolio
1,734,659
Q3 2025 Added 145.04%
$940M
$21 Billion 4.21% of portfolio
1,366,205
Q3 2025 Reduced 42.42%
$2.6B
$15.9 Billion 3.18% of portfolio
655,385
Q3 2025 Reduced 48.22%
$600M
$15.4 Billion 3.09% of portfolio
2,110,152
Q3 2025 Added 134.37%
Biohaven LTD
-
$15.3 Billion 3.06% of portfolio
-
Q3 2025 Added 482.14%
Cidara Therapeutics Inc
-
$14.6 Billion 2.92% of portfolio
-
Q3 2025 Reduced 42.9%
Abivax Sa
-
$14.1 Billion 2.83% of portfolio
-
Q3 2025 Added 89.49%
$1.54B
$10.1 Billion 2.03% of portfolio
371,825
Q3 2025 Added 124.15%
$5.54B
$9.23 Billion 1.85% of portfolio
91,444
Q3 2025 Reduced 48.26%
Surrozen Inc
-
$9.19 Billion 1.84% of portfolio
-
Q3 2025 Added 3.92%
$50.2B
$9.19 Billion 1.84% of portfolio
12,465
Q3 2025 New
$5.94B
$8.66 Billion 1.73% of portfolio
185,380
Q3 2025 New
$728M
$7.8 Billion 1.56% of portfolio
545,275
Q3 2025 Added 440.81%
$1.5B
$7.76 Billion 1.56% of portfolio
411,893
Q3 2025 Added 100.27%
Vistagen Therapeutics Inc
-
$7.75 Billion 1.55% of portfolio
-
Q3 2025 Added 3.13%
$2.54B
$7.72 Billion 1.55% of portfolio
192,295
Q3 2025 New
$4.77B
$7.25 Billion 1.45% of portfolio
241,637
Q3 2025 Reduced 31.18%
$1.38B
$6.75 Billion 1.35% of portfolio
136,710
Q3 2025 New
$9.84B
$6.62 Billion 1.33% of portfolio
127,435
Q3 2025 Added 133.27%
$26.2B
$6.25 Billion 1.25% of portfolio
43,419
Q3 2025 Reduced 29.49%
$975M
$6 Billion 1.2% of portfolio
474,612
Q3 2025 New
Mineralys Therapeutics Inc
-
$6 Billion 1.2% of portfolio
-
Q3 2025 Reduced 74.97%
$2.52B
$5.76 Billion 1.16% of portfolio
121,410
Q3 2025 Added 3.97%
$8.84B
$5.15 Billion 1.03% of portfolio
39,072
Q3 2025 New
$3.69B
$4.97 Billion 1.0% of portfolio
114,053
Q3 2025 New
-
$4.28 Billion 0.86% of portfolio
-
Q3 2025 Reduced 1.36%
$875M
$4.2 Billion 0.84% of portfolio
359,470
Q3 2025 New
$9.05B
$3.76 Billion 0.75% of portfolio
8,207
Q3 2025 Reduced 84.43%
$743M
$3.76 Billion 0.75% of portfolio
276,884
Q3 2025 New
$23.2B
$3.71 Billion 0.74% of portfolio
43,754
Q3 2025 New
Structure Therapeutics Inc
-
$3.62 Billion 0.73% of portfolio
-
Q3 2025 New
$4.15B
$3.19 Billion 0.64% of portfolio
47,954
Q3 2025 Added 185.95%
$661M
$3.21 Billion 0.64% of portfolio
350,710
Q3 2025 New
Nektar Therapeutics
-
$3.03 Billion 0.61% of portfolio
-
Q3 2025 New
$11.4B
$3.01 Billion 0.6% of portfolio
15,149
Q3 2025 New
Tectonic Therapeutic Inc
-
$2.97 Billion 0.59% of portfolio
-
Q3 2025 Added 372.5%
$1.1B
$2.78 Billion 0.56% of portfolio
57,619
Q3 2025 New
$35M
$2.73 Billion 0.55% of portfolio
1,908,935
Q3 2025 New
$204M
$2.75 Billion 0.55% of portfolio
839,669
Q3 2025 Reduced 30.26%
$21.2B
$2.63 Billion 0.53% of portfolio
6,264
Q3 2025 New
Cg Oncology Inc
-
$2.54 Billion 0.51% of portfolio
-
Q3 2025 New
$0
$2.28 Billion 0.46% of portfolio
3,797
Q3 2025 New
Bridgebio Oncology Therapeut
-
$2.16 Billion 0.43% of portfolio
-
Q3 2025 New
$720M
$2.06 Billion 0.41% of portfolio
245,378
Q3 2025 Added 17.52%
$518M
$2 Billion 0.4% of portfolio
166,461
Q3 2025 Reduced 17.09%

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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