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 Q2	–	Sell	-100,000	Closed	-$255K	–	96
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 $2.3T AUM 54.33% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stempoint Capital's IMVT Position: Q2 2026 in Review

Stempoint Capital reduced its Immunovant (IMVT) stake by 63% in Q2 2026, selling an estimated $14.3M and leaving 276,527 shares worth $10.7M. The position accounts for 1.84% of the portfolio, ranked #20.

Stempoint Capital first reported a position in IMVT in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.7M in Q4 2024. 227 funds tracked by Wall St. Rank hold IMVT as of Q2 2026.

Stempoint Capital held 276,527 shares of Immunovant worth $10.7M as of Q2 2026.
Stempoint Capital sold 469,967 Immunovant shares in Q2 2026, an estimated $14.3M.
Immunovant made up 1.84% of Stempoint Capital's portfolio in Q2 2026, its #20 holding.
Stempoint Capital first reported a position in Immunovant in Q4 2023 and has held it in 11 quarters since.
Stempoint Capital's Immunovant position peaked at $27.7M in Q4 2024.
227 funds tracked by Wall St. Rank held Immunovant as of Q2 2026.

Based on Stempoint Capital's 13F filing for Q2 2026, filed 14 Aug 2026.