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Livermore
Livermore
ZHEN

StemPoint Capital LP

SEC CIK
0001952142
Latest filing
Aug 14, 2026

The latest 13F from StemPoint Capital LP covers Q2 2026 (filed Aug 14, 2026): 73 long positions worth $577.9M. The top 10 holdings make up 41.2% of the portfolio, and the largest is Tango Therapeutics, Inc. (TNGX) at 6.6%. Livermore has 14 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
25
Est. +$127.0M
Added
18
Est. +$116.5M
Reduced
29
Est. −$182.5M
Sold out
22
Est. −$112.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. TNGXTango Therapeutics, Inc.
    6.6%$38.2MHistory
  2. ABVXAbivax S.A.
    6.5%$37.8MHistory
  3. RVMDRevolution Medicines, Inc.
    5.2%$30.0MHistory
  4. ERASErasca, Inc.
    5.0%$28.7MHistory
  5. TYRATyra Biosciences, Inc.
    3.5%$20.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. TNGXTango Therapeutics, Inc.
    +$32.0MAddedHistory
  2. ERASErasca, Inc.
    +$24.3MAddedHistory
  3. TYRATyra Biosciences, Inc.
    +$14.0MAddedHistory
  4. KNSAKiniksa Pharmaceuticals International, plc
    +$13.4MNewHistory
  5. TRAXFirst Tracks Biotherapeutics, Inc.
    +$12.5MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TNGXTango Therapeutics, Inc.
    +5.81 pp0.8% → 6.6%History
  2. ERASErasca, Inc.
    +4.22 pp0.7% → 5.0%History
  3. KNSAKiniksa Pharmaceuticals International, plc
    +2.32 pp0.0% → 2.3%History
  4. TRAXFirst Tracks Biotherapeutics, Inc.
    +2.17 pp0.0% → 2.2%History
  5. TYRATyra Biosciences, Inc.
    +2.08 pp1.4% → 3.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. SRRKScholar Rock Holding Corp
    −$43.8MReducedHistory
  2. SNDXSyndax Pharmaceuticals Inc
    −$28.4MSold outHistory
  3. RVMDRevolution Medicines, Inc.
    −$22.8MReducedHistory
  4. IMVTImmunovant, Inc.
    −$18.1MReducedHistory
  5. MBXMBX Biosciences, Inc.
    −$14.9MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. SRRKScholar Rock Holding Corp
    −7.51 pp9.8% → 2.3%History
  2. SNDXSyndax Pharmaceuticals Inc
    −5.46 pp5.5% → 0.0%History
  3. MBXMBX Biosciences, Inc.
    −2.87 pp2.9% → 0.0%History
  4. DYNDyne Therapeutics, Inc.
    −1.76 pp1.8% → 0.0%History
  5. EWTXEdgewise Therapeutics, Inc.
    −1.76 pp1.8% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$577.9M
+$57.7M (+11.1%) vs. prior quarter
Positions
73
+3 vs. prior quarter
Top 10 concentration
41.2%
Top 10 as share of value
Turnover
44.4%
Q2 2026, one quarter
Average holding period
3.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $582.7M (Q4 2025)

Q4 2023: $371.1MQ1 2024: $374.3MQ2 2024: $339.9MQ3 2024: $333.4MQ4 2024: $398.7MQ1 2025: $313.1MQ2 2025: $310.6MQ3 2025: $495.9MQ4 2025: $582.7MQ1 2026: $520.3MQ2 2026: $577.9M
Q4 2023Q2 2026
13F filings of StemPoint Capital LP by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202673$577.9MTNGXABVXRVMDvs. Q1 2026SEC
Q1 2026May 18, 2026Amended70$520.3MSRRKABVXSNDXvs. Q4 2025SEC
Q4 2025Feb 17, 202675$582.7MABVXSRRKCNTAvs. Q3 2025SEC
Q3 2025Nov 14, 202576$495.9MROIVQURESRRKvs. Q2 2025SEC
Q2 2025Aug 14, 202550$310.6MSNDXIMVTSRRKvs. Q1 2025SEC
Q1 2025May 15, 202552$313.1MROIVSNDXSRRKvs. Q4 2024SEC
Q4 2024Feb 14, 202548$398.7MSNDXROIVIMVTvs. Q3 2024SEC
Q3 2024Nov 13, 202450$333.4MSNDXROIVMRUSvs. Q2 2024SEC
Q2 2024Aug 13, 2024Amended42$339.9MSNDXROIVIMVTvs. Q1 2024SEC
Q1 2024Aug 9, 2024Amended45$374.3MROIVCRNXSNDXvs. Q4 2023SEC
Q4 2023Feb 13, 202459$371.1MROIVSNDXACLX–SEC

13D and 13G filings

Companies where StemPoint Capital LP reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

3 companies, largest stake first.

Companies where StemPoint Capital LP owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CLRBCellectar Biosciences, Inc.13G9.90%845.7K sharesNewAug 14, 20261 filingAug 14, 2026SEC
XLOXilio Therapeutics, Inc.13G/A9.50%628.9K shares+1.10 ppfrom 8.40%Nov 14, 20253 filingsAug 14, 2026SEC
SRZNSurrozen, Inc.13G5.00%602.8K shares+0.50 ppfrom 4.50%Nov 1, 20247 filingsAug 14, 2026SEC

Latest filings

16 filings on file made by StemPoint Capital LP or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by StemPoint Capital LP
CompanyFiled (ET)FormStakeChangeEvent dateFiling
XLOXilio Therapeutics, Inc.Aug 14, 202612:01 PM ET13G/A9.50%628.9K shares+1.10 ppfrom 8.40%Jun 30, 2026SEC
SRZNSurrozen, Inc.Aug 14, 202612:01 PM ET13G5.00%602.8K shares+0.50 ppfrom 4.50%Jun 30, 2026SEC
FTHFaeth Therapeutics, Inc.Aug 14, 202612:00 PM ET13G/A0.00%0 shares−9.90 ppfrom 9.90%Below 5%Jun 30, 2026SEC
CLRBCellectar Biosciences, Inc.Aug 14, 202612:00 PM ET13G9.90%845.7K sharesNewJun 30, 2026SEC
SRZNSurrozen, Inc.May 15, 202610:00 AM ET13G/A4.50%525.6K shares−2.50 ppfrom 7.00%Below 5%Mar 31, 2026SEC
FTHFaeth Therapeutics, Inc.May 15, 202610:00 AM ET13G9.90%132.9K sharesNewMar 31, 2026SEC
VTGNVistagen Therapeutics, Inc.Feb 17, 202610:02 AM ET13G/A1.50%616.7K shares−6.70 ppfrom 8.20%Below 5%Dec 31, 2025SEC
SRZNSurrozen, Inc.Feb 17, 202610:01 AM ET13G/A7.00%619.8K shares−4.40 ppfrom 11.40%Dec 31, 2025SEC
XLOXilio Therapeutics, Inc.Feb 17, 202610:00 AM ET13G/A8.40%6.03M shares+1.20 ppfrom 7.20%Dec 31, 2025SEC
XLOXilio Therapeutics, Inc.Nov 14, 202510:00 AM ET13G7.20%4.00M sharesNewSep 30, 2025SEC
SRZNSurrozen, Inc.Aug 14, 202510:37 AM ET13G/A11.40%1.02M shares−4.40 ppfrom 15.80%Jun 30, 2025SEC
SRZNSurrozen, Inc.May 15, 202512:00 PM ET13G/A15.80%570.5K shares+1.50 ppfrom 14.30%Mar 31, 2025SEC
SRZNSurrozen, Inc.Feb 14, 20251:03 PM ET13G/A14.30%485.2K shares–Dec 31, 2024SEC
VTGNVistagen Therapeutics, Inc.Feb 14, 20251:01 PM ET13G/A8.20%2.33M shares+1.70 ppfrom 6.50%Dec 31, 2024SEC
SRZNSurrozen, Inc.Nov 1, 202413GOld format–New–SEC
VTGNVistagen Therapeutics, Inc.Feb 12, 20246:27 PM ET13G6.50%1.79M sharesNewDec 31, 2023SEC