STEMPOINT CAPITAL LP
CIK 1952142 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- ROIV6.56%
- SNDX6.37%
- ACLX4.69%
- MRUS3.72%
- IMVT3.66%
- 03152W1093.30%
- PTGX3.17%
- IMTX2.89%
- BBIO2.76%
- CABA2.76%
Share classes counted separately39.88%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ROIVROIVANT SCIENCES LTDSHS View history and evidence | $24.36M | 6.56% | 2.17M shares | Prior unavailable — | — | ↗▾ |
| 02 | SNDXSYNDAX PHARMACEUTICALS INC View history and evidence | $23.65M | 6.37% | 1.09M shares | Prior unavailable — | — | ↗▾ |
| 03 | ACLXARCELLX INCCOMMON STOCK View history and evidence | $17.41M | 4.69% | 313.60K shares | Prior unavailable — | — | ↗▾ |
| 04 | MRUSMERUS NV View history and evidence | $13.80M | 3.72% | 501.81K shares | Prior unavailable — | — | ↗▾ |
| 05 | IMVTIMMUNOVANT INC View history and evidence | $13.57M | 3.66% | 322.01K shares | Prior unavailable — | — | ↗▾ |
| 06 | 03152W109AMICUS THERAPEUTICS INC View history and evidence | $12.24M | 3.30% | 862.82K shares | Prior unavailable — | — | ↗▾ |
| 07 | PTGXPROTAGONIST THERAPEUTICS INC View history and evidence | $11.78M | 3.17% | 513.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | IMTXIMMATICS NVSHS View history and evidence | $10.74M | 2.89% | 1.02M shares | Prior unavailable — | — | ↗▾ |
| 09 | BBIOBRIDGEBIO PHARMA INC View history and evidence | $10.25M | 2.76% | 253.95K shares | Prior unavailable — | — | ↗▾ |
| 10 | CABACABALETTA BIO INC View history and evidence | $10.23M | 2.76% | 450.71K shares | Prior unavailable — | — | ↗▾ |
Options overlay 8
$3.72M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 6.50K | $1.19M | — | ▾ |
IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | Put | 1.50K | $573.75K | — | ▾ |
ARKGARK GENOMIC REVOLUTION ETFGENOMIC REV ETF View history and evidence | Put | 5.00K | $375.00K | — | ▾ |
3 / 8 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1952142 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 374832080
}Research all 67 reported holdings.
This page includes 30 of 67 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 67 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1952142","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"1952142","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.