Stempoint Capital LP - Q12026 Holdings

Stempoint Capital LP holds 76 stocks with a total portfolio value of $ 522.35M as of Q12026. In Q12026, Stempoint Capital LP added 37 new positions, increased stakes in 21 stocks, reduced 16 holdings, and fully exited 36 positions. The largest holding is Scholar Rock Hldg Corp (SRRK), representing 9.86% of the total portfolio.