Stempoint Capital
Stempoint Capital reported 73 stocks worth $578M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TNGX (6.6%), ABVX (6.5%) and RVMD (5.2%). Compared with Q1 2026, the fund opened new positions in KNSA, TRAX and ORKA, added to TNGX, ERAS and TYRA, trimmed ABVX, RVMD and ELVN and sold out of SNDX, MBX and DYN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TNGX Tango Therapeutics Inc | $38.2M | 6.6% | 1.2M | +821K (+204%) | 4 of 8 | |
| 2 |  ABVX Abivax SA | $37.8M | 6.5% | 284K | −344K (−55%) | 5 of 8 | |
| 3 |  RVMD Revolution Medicines Inc | $30M | 5.2% | 160K | −403K (−72%) | 7 of 8 | |
| 4 |  ERAS Erasca Inc | $28.7M | 5.0% | 1.6M | +1.1M (+226%) | 2 of 8 | |
| 5 |  TYRA Tyra Biosciences Inc | $20.2M | 3.5% | 633K | +246K (+64%) | 2 of 8 | |
| 6 |  DNTH Dianthus Therapeutics Inc | $19.6M | 3.4% | 201K | +30K (+17%) | 4 of 8 | |
| 7 |  ELVN Enliven Therapeutics Inc | $17.6M | 3.0% | 347K | −380K (−52%) | 4 of 8 | |
| 8 |  MLYS Mineralys Therapeutics Inc | $16.3M | 2.8% | 603K | −464K (−44%) | 6 of 8 | |
| 9 |  BHVN Biohaven Ltd | $15.8M | 2.7% | 1.1M | −2.1M (−67%) | 7 of 8 | |
| 10 |  SRZN Surrozen Inc | $13.8M | 2.4% | 603K | −119K (−16%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SNDX Syndax Pharmaceuticals Inc | $56.8M | 2.4M |
 MBX Mbx Biosciences Inc | $29.8M | 999K |
 DYN Dyne Therapeutics Inc | $18.4M | 1M |
 EWTX Edgewise Therapeutics Inc | $18.3M | 582K |
 DNLI Denali Therapeutics Inc | $16.4M | 853K |
🔒 Free account: see all 22.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 PSNL Personalis Inc | Call | $811K | 470K | +470,000 |
BHVN Biohaven Ltd | Call | $525K | 500K | +500,000 |
 XBI Spdr Series Trust | Put | $400K | 250K | +250,000 |
 AZN Astrazeneca PLC Ord | Call | $180K | 25K | +25,000 |
XBI Spdr Series Trust | Call | $178K | 400K | +100,000 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stempoint Capital 13F FAQ
What does Stempoint Capital own?
Stempoint Capital reported 73 stocks worth $578M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TNGX (6.6%), ABVX (6.5%) and RVMD (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Stempoint Capital buy and sell in Q2 2026?
Compared with Q1 2026: 25 new positions, 7 added to, 41 trimmed and 22 sold out. New positions include KNSA, TRAX and ORKA. It sold all of SNDX, MBX and DYN.
When will Stempoint Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Stempoint Capital's portfolio worth?
The Q2 2026 filing reports $578M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.