Vestal Point Capital, LP — 13F Holdings & Portfolio
CIK 1974915 · latest 13F-HR filed 2026-08-14
Vestal Point Capital, LP manages $4.28B in 13F-reported U.S. long-equity assets across 68 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BMRN (8.06%), NBIX (7.40%), ABVX (7.32%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 33, added to 36, and trimmed 18.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.28B
Long-equity book
68
Distinct positions
2026-06-30
Filed 2026-08-14
+11 / −33 / ↑36 / ↓18
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- United Therapeutics Corp$191.2M +430.0%
- Neurocrine Biosciences Inc$152.2M +92.4%
- Abivax SA$146.1M +87.4%
- BioMarin Pharmaceutical Inc$142.8M +70.7%
- Zimmer Biomet Holdings Inc$103.3M +601.6%
Top Trims
- Revolution Medicines Inc-$146.7M -63.5%
- Repligen Corp-$54.4M -49.9%
- Alcon AG-$26.7M -44.3%
- Immunocore Holdings PLC-$26.3M -31.5%
- Alto Neuroscience Inc-$25.7M -55.4%
New Positions
- Abbott Laboratories$127.0M
- Ascendis Pharma A/S$100.0M
- Insmed Inc$26.7M
- First Tracks Biotherapeutics I$20.4M
- Avalo Therapeutics Inc$14.3M
Exited Positions
- Apogee Therapeutics Inc$92.6M
- Ascendis Pharma A/S$85.8M
- Scholar Rock Holding Corp$65.1M
- Vera Therapeutics Inc$55.0M
- Terns Pharmaceuticals Inc$52.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BioMarin Pharmaceutical Inc | BMRN | 09061G101 | $344.8M | 8.06% | 6,025,000 | SH |
| 2 | Neurocrine Biosciences Inc | NBIX | 64125C109 | $316.8M | 7.40% | 1,880,000 | SH |
| 3 | Abivax SA | ABVX | 00370M103 | $313.1M | 7.32% | 2,349,443 | SH |
| 4 | United Therapeutics Corp | UTHR | 91307C102 | $235.7M | 5.51% | 435,000 | SH |
| 5 | Enliven Therapeutics Inc | ELVN | 29337E102 | $203.0M | 4.74% | 4,000,000 | SH |
| 6 | Nurix Therapeutics Inc | NRIX | 67080M103 | $195.3M | 4.56% | 8,050,000 | SH |
| 7 | Bicara Therapeutics Inc | BCAX | 055477103 | $155.9M | 3.64% | 5,250,000 | SH |
| 8 | Taysha Gene Therapies Inc | TSHA | 877619106 | $132.2M | 3.09% | 19,415,000 | SH |
| 9 | Arrowhead Pharmaceuticals Inc | ARWR | 04280A100 | $128.4M | 3.00% | 1,575,000 | SH |
| 10 | Abbott Laboratories | ABT | 002824100 | $127.0M | 2.97% | 1,400,000 | SH |
| 11 | Zimmer Biomet Holdings Inc | ZBH | 98956P102 | $120.5M | 2.82% | 1,400,000 | SH |
| 12 | Disc Medicine Inc | IRON | 254604101 | $113.4M | 2.65% | 1,550,000 | SH |
| 13 | Monte Rosa Therapeutics Inc | GLUE | 61225M102 | $111.3M | 2.60% | 4,600,000 | SH |
| 14 | Insulet Corp | PODD | 45784P101 | $102.0M | 2.38% | 670,000 | SH |
| 15 | Ascendis Pharma A/S | ASND | K08588103 | $100.0M | 2.34% | 375,000 | SH |
| 16 | AstraZeneca PLC | AZN | G0593M107 | $85.3M | 1.99% | 450,000 | SH |
| 17 | Sanofi SA | SNY | 80105N105 | $85.3M | 1.99% | 2,000,000 | SH |
| 18 | Revolution Medicines Inc | RVMD | 76155X100 | $84.3M | 1.97% | 450,000 | SH |
| 19 | BioCryst Pharmaceuticals Inc | BCRX | 09058V103 | $83.0M | 1.94% | 8,300,000 | SH |
| 20 | Dyne Therapeutics Inc | DYN | 26818M108 | $75.0M | 1.75% | 3,375,000 | SH |
| 21 | Nektar Therapeutics | NKTR | 640268306 | $69.8M | 1.63% | 1,000,000 | SH |
| 22 | Globus Medical Inc | GMED | 379577208 | $67.2M | 1.57% | 850,000 | SH |
| 23 | Tarsus Pharmaceuticals Inc | TARS | 87650L103 | $66.1M | 1.54% | 1,050,000 | SH |
| 24 | Immatics NV | IMTX | N44445109 | $62.6M | 1.46% | 6,175,000 | SH |
| 25 | Trevi Therapeutics Inc | TRVI | 89532M101 | $57.8M | 1.35% | 3,100,000 | SH |
| 26 | Immunocore Holdings PLC | IMCR | 45258D105 | $57.1M | 1.34% | 1,800,000 | SH |
| 27 | Repligen Corp | RGEN | 759916109 | $54.6M | 1.28% | 400,000 | SH |
| 28 | Bristol-Myers Squibb Co | BMY | 110122108 | $46.1M | 1.08% | 800,000 | SH |
| 29 | uniQure NV | QURE | N90064101 | $43.1M | 1.01% | 935,000 | SH |
| 30 | Xenon Pharmaceuticals Inc | XENE | 98420N105 | $42.3M | 0.99% | 700,000 | SH |
| 31 | Bright Minds Biosciences Inc | DRUG | 10919W405 | $38.3M | 0.89% | 545,000 | SH |
| 32 | Madrigal Pharmaceuticals Inc | MDGL | 558868105 | $34.9M | 0.82% | 65,000 | SH |
| 33 | Alcon AG | ALC | H01301128 | $33.5M | 0.78% | 500,000 | SH |
| 34 | Myriad Genetics Inc | MYGN | 62855J104 | $32.7M | 0.77% | 5,735,000 | SH |
| 35 | Rapport Therapeutics Inc | RAPP | 75383L102 | $30.4M | 0.71% | 730,000 | SH |
| 36 | Crescent Biopharma Inc | CBIO | G2545C104 | $29.3M | 0.69% | 1,630,000 | SH |
| 37 | GE HealthCare Technologies Inc | GEHC | 36266G107 | $28.8M | 0.67% | 450,000 | SH |
| 38 | Insmed Inc | INSM | 457669307 | $26.7M | 0.62% | 250,000 | SH |
| 39 | Viking Therapeutics Inc | VKTX | 92686J106 | $26.5M | 0.62% | 680,000 | SH |
| 40 | Beta Bionics Inc | BBNX | 08659B102 | $25.1M | 0.59% | 1,600,000 | SH |
| 41 | Regeneron Pharmaceuticals Inc | REGN | 75886F107 | $24.9M | 0.58% | 40,000 | SH |
| 42 | Solid Biosciences Inc | SLDB | 83422E204 | $21.6M | 0.50% | 2,160,000 | SH |
| 43 | Alto Neuroscience Inc | ANRO | 02157Q109 | $20.7M | 0.48% | 785,000 | SH |
| 44 | First Tracks Biotherapeutics I | TRAX | 337185102 | $20.4M | 0.48% | 1,013,000 | SH |
| 45 | Lexeo Therapeutics Inc | LXEO | 52886X107 | $20.1M | 0.47% | 4,320,000 | SH |
| 46 | Savara Inc | SVRA | 805111101 | $16.8M | 0.39% | 2,720,000 | SH |
| 47 | Damora Therapeutics Inc | DMRA | 36322Q206 | $15.0M | 0.35% | 575,000 | SH |
| 48 | SpyGlass Pharma Inc | SGP | 85220G109 | $14.9M | 0.35% | 670,000 | SH |
| 49 | Tectonic Therapeutic Inc | TECX | 878972108 | $14.6M | 0.34% | 425,000 | SH |
| 50 | Avalo Therapeutics Inc | AVTX | 05338F306 | $14.3M | 0.33% | 775,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $4.28B | 68 | 0001974915-26-000005 |
| 2026-03-31 | 2026-05-15 | $3.58B | 90 | 0001974915-26-000004 |
| 2025-12-31 | 2026-02-17 | $2.94B | 76 | 0001974915-26-000002 |
| 2025-09-30 | 2025-11-14 | $2.21B | 81 | 0001974915-25-000008 |
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