Stempoint Capital Lp
- Regulatory AUM
- $761M
- Discretionary
- $761M
- Clients
- 7
- Avg AUM / client
- $109M
- Accounts
- 8
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Investments (13F portfolio — 76 positions, $522,348,745)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Scholar Rock Hldg Corp | COM | $51,492,983 | 1,135,496 | 9.86% | 6.76% |
| 2 | Abivax Sa | SPONSORED ADS | $34,940,628 | 313,791 | 6.69% | 4.59% |
| 3 | Syndax Pharmaceuticals Inc | COM | $28,489,756 | 1,365,743 | 5.45% | 3.74% |
| 4 | Revolution Medicines Inc | COM | $27,913,712 | 381,632 | 5.34% | 3.67% |
| 5 | Immunovant Inc | COM | $18,797,911 | 846,494 | 3.6% | 2.47% |
| 6 | Praxis Precision Medicines I | COM NEW | $18,128,665 | 56,267 | 3.47% | 2.38% |
| 7 | Mbx Biosciences Inc | COM | $14,909,150 | 499,469 | 2.85% | 1.96% |
| 8 | Mineralys Therapeutics Inc | COM | $14,449,210 | 533,378 | 2.77% | 1.9% |
| 9 | Enliven Therapeutics Inc | COM | $14,246,770 | 363,438 | 2.73% | 1.87% |
| 10 | Cg Oncology Inc | COM | $13,916,497 | 205,622 | 2.66% | 1.83% |
| 11 | Biohaven Ltd | COM | $13,489,394 | 1,594,491 | 2.58% | 1.77% |
| 12 | Surrozen Inc | COM NEW | $13,460,995 | 525,639 | 2.58% | 1.77% |
| 13 | Roivant Sciences Ltd | SHS | $10,686,660 | 385,800 | 2.05% | 1.4% |
| 14 | Eyepoint Inc | COM NEW | $10,450,748 | 810,764 | 2.0% | 1.37% |
| 15 | Arcutis Biotherapeutics Inc | COM | $9,748,940 | 413,792 | 1.87% | 1.28% |
| 16 | Structure Therapeutics Inc | SPONSORED ADS | $9,652,869 | 200,267 | 1.85% | 1.27% |
| 17 | Amylyx Pharmaceuticals Inc | COM | $9,308,622 | 669,685 | 1.78% | 1.22% |
| 18 | Dyne Therapeutics Inc | COM | $9,175,140 | 506,075 | 1.76% | 1.21% |
| 19 | Edgewise Therapeutics Inc | COM | $9,162,216 | 290,864 | 1.75% | 1.2% |
| 20 | Cytokinetics Inc | COM NEW | $8,540,420 | 129,577 | 1.64% | 1.12% |
| 21 | Spyre Therapeutics Inc | COM NEW | $8,454,047 | 167,606 | 1.62% | 1.11% |
| 22 | Denali Therapeutics Inc | COM | $8,189,971 | 426,561 | 1.57% | 1.08% |
| 23 | Xenon Pharmaceuticals Inc | COM | $8,184,903 | 140,755 | 1.57% | 1.08% |
| 24 | Celldex Therapeutics Inc New | COM NEW | $8,065,349 | 254,267 | 1.54% | 1.06% |
| 25 | Tyra Biosciences Inc | COM | $7,688,679 | 293,177 | 1.47% | 1.01% |
Top 25 of 76 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $645M | 84.7% |
| Corporations and other businesses | Fewer than 5 clients | $116M | 15.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $126M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stempoint Capital Master Fund Lp master | Hedge Fund | Cayman Islands | $126M | 22 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross, Michelle, Avra | Chief Investment Officer And Managing Partner | Sep 2022 (4y) | 75% or more | |
| Tan, Sean, Chua | Chief Compliance Officer, Chief Operating Officer, And Managing Partner | Sep 2022 (4y) | 25% – 50% | |
| Gorynski, Robert, Peter | Chief Financial Officer | Aug 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stempoint Capital Management Gp Llc | General Partner | Sep 2022 | A | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $126M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stempoint Capital Master Fund Lp | Hedge Fund | $126M | $1.0M | 22 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- J.P. Morgan $116M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗