Long-term investor

Stempoint Capital LP @stempointcapitallp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001952142).

Record

  • Tracked since 2025-06-30 (477 days), 361 trades recorded
  • Returns: week n/a · month n/a · 90 days -5.5% · 6 months +15.1% · 1 year +54.1% · all +54.1%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TNGX · 6.6% · long · since 2025-06-30
  • 00370M103 · 6.5% · long · since 2025-06-30
  • RVMD · 5.2% · long · since 2025-09-30
  • ERAS · 4.9% · long · since 2026-03-31
  • TYRA · 3.5% · long · since 2026-03-31
  • DNTH · 3.4% · long · since 2025-09-30
  • ELVN · 3.0% · long · since 2026-03-31
  • MLYS · 2.8% · long · since 2025-06-30
  • BHVN · 2.7% · long · since 2025-06-30
  • 86889P208 · 2.4% · long · since 2025-06-30
  • G52694109 · 2.3% · long · since 2026-06-30
  • SRRK · 2.3% · long · since 2025-06-30

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