Vestal Point Capital, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Vestal Point Capital, Lp disclosed 64 stock positions valued at approximately $4.28B as of quarter-end June 30, 2026. The largest holdings include BioMarin Pharmaceutical Inc, Neurocrine Biosciences Inc, and Abivax SA.
- Report Period
- June 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $4.28B
Holdings by Sector
Vestal Point Capital, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc | BMRN | Healthcare | 8.06% | 6,025,000 | +2,450,000 | +68.53% | $344,750,500 |
| Neurocrine Biosciences Inc | NBIX | Healthcare | 7.40% | 1,880,000 | +630,000 | +50.40% | $316,845,800 |
| Abivax SA | ABVX | Healthcare | 7.32% | 2,349,443 | +849,443 | +56.63% | $313,086,774 |
| United Therapeutics Corp | UTHR | Healthcare | 5.51% | 435,000 | +360,000 | +480.00% | $235,696,050 |
| Enliven Therapeutics Inc | ELVN | Healthcare | 4.74% | 4,000,000 | +750,000 | +23.08% | $203,000,000 |
| Nurix Therapeutics Inc | NRIX | Healthcare | 4.56% | 8,050,000 | +1,550,000 | +23.85% | $195,293,000 |
| Bicara Therapeutics Inc | BCAX | Other | 3.64% | 5,250,000 | -175,000 | -3.23% | $155,872,500 |
| Taysha Gene Therapies Inc | TSHA | Healthcare | 3.09% | 19,415,000 | +1,415,000 | +7.86% | $132,216,150 |
| Arrowhead Pharmaceuticals Inc | ARWR | Healthcare | 3.00% | 1,575,000 | -700,000 | -30.77% | $128,378,250 |
| Abbott Laboratories | ABT | Healthcare | 2.97% | 1,400,000 | +800,000 | +133.33% | $127,036,000 |
| Zimmer Biomet Holdings Inc | ZBH | Healthcare | 2.82% | 1,400,000 | +1,210,000 | +636.84% | $120,526,000 |
| Disc Medicine Inc | IRON | Healthcare | 2.65% | 1,550,000 | +850,000 | +121.43% | $113,367,000 |
| Monte Rosa Therapeutics Inc | GLUE | Healthcare | 2.60% | 4,600,000 | +996,535 | +27.65% | $111,320,000 |
| Insulet Corp | PODD | Healthcare | 2.38% | 670,000 | +619,399 | +1224.08% | $102,007,500 |
| Sanofi SA | SNY | Healthcare | 1.99% | 2,000,000 | +600,000 | +42.86% | $85,320,000 |
| Revolution Medicines Inc | RVMD | Healthcare | 1.97% | 450,000 | -1,925,000 | -81.05% | $84,276,000 |
| BioCryst Pharmaceuticals Inc | BCRX | Healthcare | 1.94% | 8,300,000 | +1,275,000 | +18.15% | $83,000,000 |
| Dyne Therapeutics Inc | DYN | Healthcare | 1.75% | 3,375,000 | -625,000 | -15.63% | $74,958,750 |
| Nektar Therapeutics | NKTR | Other | 1.63% | 1,000,000 | +715,000 | +250.88% | $69,810,000 |
| Globus Medical Inc | GMED | Healthcare | 1.57% | 850,000 | +239,480 | +39.23% | $67,158,500 |
| Tarsus Pharmaceuticals Inc | TARS | Healthcare | 1.54% | 1,050,000 | +850,000 | +425.00% | $66,087,000 |
| Immatics NV | IMTX | Other | 1.46% | 6,175,000 | - | - | $62,552,750 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 1.35% | 3,100,000 | +933,496 | +43.09% | $57,815,000 |
| Immunocore Holdings PLC | IMCR | Healthcare | 1.34% | 1,800,000 | -966,868 | -34.94% | $57,150,000 |
| Repligen Corp | RGEN | Healthcare | 1.28% | 400,000 | -525,000 | -56.76% | $54,576,000 |
| Bristol-Myers Squibb Co | BMY | Healthcare | 1.08% | 800,000 | -200,000 | -20.00% | $46,096,000 |
| uniQure NV | QURE | Other | 1.01% | 935,000 | +576,004 | +160.45% | $43,066,100 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 0.99% | 700,000 | +60,100 | +9.39% | $42,252,000 |
| Bright Minds Biosciences Inc | DRUG | Other | 0.89% | 545,000 | +52,681 | +10.70% | $38,259,000 |
| Madrigal Pharmaceuticals Inc | MDGL | Healthcare | 0.82% | 65,000 | +33,532 | +106.56% | $34,901,750 |
Showing 30 of 64 holdings in the latest reporting period.