Stempoint Capital LP - Q42025 Holdings

Stempoint Capital LP holds 75 stocks with a total portfolio value of $ 583.2M as of Q42025. In Q42025, Stempoint Capital LP added 32 new positions, increased stakes in 27 stocks, reduced 16 holdings, and fully exited 37 positions. The largest holding is Abivax SA (ABVX), representing 9.06% of the total portfolio.