2024 SOHN Conference Stock Pitches
We were one of the media sponsors of the 2024 Sohn Investment Conference in New York City on April 3rd and we will be sharing our takeaways with our premium subscribers over the next few days.
Fund Name: | StemPoint Capital |
Manager | Michelle Ross |
Portfolio Value | $374,832,080 |
Change This QTR | +99.00% |
No. | Security | Ticker | Shares | Value | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | ROIV | 2,169,116 | $24,359,173 | NEW | 6.49% | ||
2. | SNDX | 1,094,494 | $23,652,015 | NEW | 6.31% | ||
3. | ACLX | 313,604 | $17,405,022 | NEW | 4.64% | ||
4. | MRUS | 501,806 | $13,799,665 | NEW | 3.68% | ||
5. | IMVT | 322,015 | $13,566,492 | NEW | 3.61% |