Vestal Point Capital, LP 13F holdings
Vestal Point Capital, LP reported 68 positions with a total reported value of $4.3B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: BMRN BioMarin Pharmaceutical Inc (8.1%), NBIX Neurocrine Biosciences Inc (7.4%), ABVX Abivax SA (7.3%), UTHR United Therapeutics Corp (5.5%), ELVN Enliven Therapeutics Inc (4.7%). Against 2026-03-31 it opened 9 new positions and exited 31. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 68 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BMRN BioMarin Pharmaceutical Inc | 6,025,000 | $344.8M | 8.1% |
| NBIX Neurocrine Biosciences Inc | 1,880,000 | $316.8M | 7.4% |
| ABVX Abivax SA | 2,349,443 | $313.1M | 7.3% |
| UTHR United Therapeutics Corp | 435,000 | $235.7M | 5.5% |
| ELVN Enliven Therapeutics Inc | 4,000,000 | $203.0M | 4.7% |
| NRIX Nurix Therapeutics Inc | 8,050,000 | $195.3M | 4.6% |
| BCAX Bicara Therapeutics Inc | 5,250,000 | $155.9M | 3.6% |
| TSHA Taysha Gene Therapies Inc | 19,415,000 | $132.2M | 3.1% |
| ARWR Arrowhead Pharmaceuticals Inc | 1,575,000 | $128.4M | 3.0% |
| ABT Abbott Laboratories | 1,400,000 | $127.0M | 3.0% |
| ZBH Zimmer Biomet Holdings Inc | 1,400,000 | $120.5M | 2.8% |
| IRON Disc Medicine Inc | 1,550,000 | $113.4M | 2.6% |
| GLUE Monte Rosa Therapeutics Inc | 4,600,000 | $111.3M | 2.6% |
| PODD Insulet Corp | 670,000 | $102.0M | 2.4% |
| ASND Ascendis Pharma A/S | 375,000 | $100.0M | 2.3% |
| AZN AstraZeneca PLC | 450,000 | $85.3M | 2.0% |
| SNY Sanofi SA | 2,000,000 | $85.3M | 2.0% |
| RVMD Revolution Medicines Inc | 450,000 | $84.3M | 2.0% |
| BCRX BioCryst Pharmaceuticals Inc | 8,300,000 | $83.0M | 1.9% |
| DYN Dyne Therapeutics Inc | 3,375,000 | $75.0M | 1.8% |
| NKTR Nektar Therapeutics | 1,000,000 | $69.8M | 1.6% |
| GMED Globus Medical Inc | 850,000 | $67.2M | 1.6% |
| TARS Tarsus Pharmaceuticals Inc | 1,050,000 | $66.1M | 1.5% |
| IMTX Immatics NV | 6,175,000 | $62.6M | 1.5% |
| TRVI Trevi Therapeutics Inc | 3,100,000 | $57.8M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ABT Abbott Laboratories | 1,400,000 | $127.0M | 3.0% |
| INSM Insmed Inc | 250,000 | $26.7M | 0.6% |
| TRAX First Tracks Biotherapeutics I | 1,013,000 | $20.4M | 0.5% |
| AVTX Avalo Therapeutics Inc | 775,000 | $14.3M | 0.3% |
| EVMN Evommune Inc | 1,000,000 | $13.3M | 0.3% |
| KLRA Kailera Therapeutics Inc | 575,000 | $12.7M | 0.3% |
| IBIO iBio Inc | 2,600,000 | $4.5M | 0.1% |
| SGMT Sagimet Biosciences Inc | 535,452 | $4.1M | <0.1% |
| RZLT Rezolute Inc | 382,999 | $2.0M | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 31 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| APGE Apogee Therapeutics Inc | 1,100,000 | $92.6M | 2.6% |
| SRRK Scholar Rock Holding Corp | 1,324,422 | $65.1M | 1.8% |
| VERA Vera Therapeutics Inc | 1,368,159 | $55.0M | 1.5% |
| Terns Pharmaceuticals Inc | 1,000,000 | $52.7M | 1.5% |
| BSX Boston Scientific Corp | 800,000 | $50.2M | 1.4% |
| NUVL Nuvalent Inc | 481,715 | $49.4M | 1.4% |
| COGT Cogent Biosciences Inc | 1,230,888 | $47.4M | 1.3% |
| CLDX Celldex Therapeutics Inc | 1,224,165 | $38.8M | 1.1% |
| KalVista Pharmaceuticals Inc | 1,850,000 | $37.2M | 1.0% |
| PTGX Protagonist Therapeutics Inc | 326,159 | $34.4M | 1.0% |
| DNLI Denali Therapeutics Inc | 1,773,326 | $34.0M | 1.0% |
| WAT Waters Corp | 100,000 | $29.8M | 0.8% |
| Inspire Medical Systems Inc | 539,269 | $27.8M | 0.8% |
| Soleno Therapeutics Inc | 730,000 | $24.4M | 0.7% |
| CYTK Cytokinetics Inc | 300,000 | $19.8M | 0.6% |
| WST West Pharmaceutical Services I | 75,000 | $18.8M | 0.5% |
| WGS GeneDx Holdings Corp | 250,000 | $16.1M | 0.4% |
| AGIO Agios Pharmaceuticals Inc | 450,000 | $15.2M | 0.4% |
| ARVN Arvinas Inc | 905,465 | $9.6M | 0.3% |
| MPLT MapLight Therapeutics Inc | 420,000 | $8.5M | 0.2% |
| FULC Fulcrum Therapeutics Inc | 1,100,000 | $8.4M | 0.2% |
| CADL Candel Therapeutics Inc | 1,125,000 | $5.5M | 0.2% |
| VCYT Veracyte Inc | 130,687 | $4.2M | 0.1% |
| GERN Geron Corp | 2,540,000 | $3.8M | 0.1% |
| NVCR Novocure Ltd | 250,000 | $2.7M | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| UTHR United Therapeutics Corp | 75,000 | 435,000 | +480.0% | $235.7M |
| BMRN BioMarin Pharmaceutical Inc | 3,575,000 | 6,025,000 | +68.5% | $344.8M |
| ABVX Abivax SA | 1,500,000 | 2,349,443 | +56.6% | $313.1M |
| NBIX Neurocrine Biosciences Inc | 1,250,000 | 1,880,000 | +50.4% | $316.8M |
| ZBH Zimmer Biomet Holdings Inc | 190,000 | 1,400,000 | +636.8% | $120.5M |
| PODD Insulet Corp | 50,601 | 670,000 | +1,224.1% | $102.0M |
| AZN AstraZeneca PLC | 100,000 | 450,000 | +350.0% | $85.3M |
| IRON Disc Medicine Inc | 700,000 | 1,550,000 | +121.4% | $113.4M |
| TARS Tarsus Pharmaceuticals Inc | 200,000 | 1,050,000 | +425.0% | $66.1M |
| NKTR Nektar Therapeutics | 285,000 | 1,000,000 | +250.9% | $69.8M |
| ELVN Enliven Therapeutics Inc | 3,250,000 | 4,000,000 | +23.1% | $203.0M |
| NRIX Nurix Therapeutics Inc | 6,500,000 | 8,050,000 | +23.8% | $195.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| RVMD Revolution Medicines Inc | 2,375,000 | 450,000 | -81.1% | $84.3M |
| RGEN Repligen Corp | 925,000 | 400,000 | -56.8% | $54.6M |
| ARWR Arrowhead Pharmaceuticals Inc | 2,275,000 | 1,575,000 | -30.8% | $128.4M |
| ANRO Alto Neuroscience Inc | 2,064,075 | 785,000 | -62.0% | $20.7M |
| IMCR Immunocore Holdings PLC | 2,766,868 | 1,800,000 | -34.9% | $57.1M |
| RAPP Rapport Therapeutics Inc | 1,436,229 | 730,000 | -49.2% | $30.4M |
| SLDB Solid Biosciences Inc | 5,000,000 | 2,160,000 | -56.8% | $21.6M |
| ALC Alcon AG | 800,000 | 500,000 | -37.5% | $33.5M |
| DYN Dyne Therapeutics Inc | 4,000,000 | 3,375,000 | -15.6% | $75.0M |
| BMY Bristol-Myers Squibb Co | 1,000,000 | 800,000 | -20.0% | $46.1M |
| BBNX Beta Bionics Inc | 2,211,518 | 1,600,000 | -27.7% | $25.1M |
| VKTX Viking Therapeutics Inc | 914,147 | 680,000 | -25.6% | $26.5M |
CIK 1974915 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
