Stempoint Capital’s Immunovant IMVT Stock Holding History

Stempoint Capital’s Portfolio IMVT Stock Details IMVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$255K	Buy	+100,000	New	+$2.59M	0.05%	73
2025 Q4	–	Sell	-250,000	Closed	-$50K	–	98
2025 Q3	$50K	Buy	250,000 +150,000	+150%	+$2.43M	0.01%	83
2025 Q2	$310K	Buy	+100,000	New	+$1.51M	0.1%	52
2024 Q4	–	Sell	-200,000	Closed	-$113K	–	68
2024 Q3	$113K	Buy	+200,000	New	+$5.9M	0.03%	52
2024 Q2	–	Sell	-250,000	Closed	-$319K	–	58
2024 Q1	$319K	Buy	+250,000	New	+$9.12M	0.08%	49

Other funds holding IMVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Stempoint Capital's IMVT Position: Q1 2026 in Review

Stempoint Capital increased its Immunovant (IMVT) stake by 16% in Q1 2026, buying an estimated $2.63M and bringing the position to 746,494 shares worth $18.5M. The position accounts for 3.55% of the portfolio, ranked #5.

Stempoint Capital first reported a position in IMVT in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.7M in Q4 2024. 215 funds tracked by Wall St. Rank hold IMVT as of Q1 2026.

Stempoint Capital held 746,494 shares of Immunovant worth $18.5M as of Q1 2026.
Stempoint Capital bought 101,535 Immunovant shares in Q1 2026, an estimated $2.63M.
Immunovant made up 3.55% of Stempoint Capital's portfolio in Q1 2026, its #5 holding.
Stempoint Capital first reported a position in Immunovant in Q4 2023 and has held it in 10 quarters since.
Stempoint Capital's Immunovant position peaked at $27.7M in Q4 2024.
215 funds tracked by Wall St. Rank held Immunovant as of Q1 2026.

Based on Stempoint Capital's 13F filing for Q1 2026, filed 15 May 2026.