Vestal Point Capital, Lp Portfolio Stock Holdings
Vestal Point Capital, Lp disclosed 90 stock positions valued at approximately $3.6 billion in its latest SEC 13F filing. The largest holdings include Revolution Medicines Inc, BioMarin Pharmaceutical Inc, and Abivax SA. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 90
- Portfolio Value
- $3.6B
Holdings by Sector
Vestal Point Capital, Lp Portfolio Holdings in Q1 2026
69 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Revolution Medicines Inc | RVMD | Healthcare | 6.46% | 2,375,000 | +2,080,000 | +705.08% | $230,968,750 |
| BioMarin Pharmaceutical Inc | BMRN | Healthcare | 5.65% | 3,575,000 | +575,000 | +19.17% | $201,951,750 |
| Abivax SA | ABVX | Healthcare | 4.67% | 1,500,000 | -400,000 | -21.05% | $167,025,000 |
| Neurocrine Biosciences Inc | NBIX | Healthcare | 4.60% | 1,250,000 | +1,250,000 | +100.00% | $164,675,000 |
| Arrowhead Pharmaceuticals Inc | ARWR | Healthcare | 3.99% | 2,275,000 | +1,375,000 | +152.78% | $142,642,500 |
| Enliven Therapeutics Inc | ELVN | Healthcare | 3.56% | 3,250,000 | -580,000 | -15.14% | $127,400,000 |
| Repligen Corp | RGEN | Healthcare | 3.05% | 925,000 | +842,000 | +1014.46% | $108,983,500 |
| Nurix Therapeutics Inc | NRIX | Healthcare | 2.82% | 6,500,000 | +1,810,000 | +38.59% | $100,750,000 |
| Apogee Therapeutics Inc | APGE | Healthcare | 2.59% | 1,100,000 | +550,000 | +100.00% | $92,587,000 |
| Ascendis Pharma A/S | ASND | Healthcare | 2.40% | 375,000 | +200,000 | +114.29% | $85,773,750 |
| Immunocore Holdings PLC | IMCR | Healthcare | 2.33% | 2,766,868 | +2,181,868 | +372.97% | $83,421,070 |
| Taysha Gene Therapies Inc | TSHA | Healthcare | 2.25% | 18,000,000 | +4,250,000 | +30.91% | $80,460,000 |
| Dyne Therapeutics Inc | DYN | Healthcare | 2.03% | 4,000,000 | +3,880,000 | +3233.33% | $72,520,000 |
| Sanofi SA | SNY | Healthcare | 1.89% | 1,400,000 | +1,400,000 | +100.00% | $67,452,000 |
| BioCryst Pharmaceuticals Inc | BCRX | Healthcare | 1.87% | 7,025,000 | +4,775,000 | +212.22% | $66,878,000 |
| Scholar Rock Holding Corp | SRRK | Healthcare | 1.82% | 1,324,422 | +624,422 | +89.20% | $65,108,586 |
| Bristol-Myers Squibb Co | BMY | Healthcare | 1.70% | 1,000,000 | +750,000 | +300.00% | $60,650,000 |
| Alcon AG | ALC | Other | 1.69% | 800,000 | -305,000 | -27.60% | $60,280,000 |
| Monte Rosa Therapeutics Inc | GLUE | Healthcare | 1.66% | 3,603,465 | +2,828,465 | +364.96% | $59,276,999 |
| Vera Therapeutics Inc | VERA | Healthcare | 1.54% | 1,368,159 | +818,159 | +148.76% | $55,041,037 |
| Terns Pharmaceuticals Inc | TERN | Healthcare | 1.47% | 1,000,000 | -3,500,000 | -77.78% | $52,720,000 |
| Globus Medical Inc | GMED | Healthcare | 1.47% | 610,520 | -664,480 | -52.12% | $52,602,403 |
| Boston Scientific Corp | BSX | Healthcare | 1.40% | 800,000 | +800,000 | +100.00% | $50,200,000 |
| Nuvalent Inc | NUVL | Healthcare | 1.38% | 481,715 | +435,715 | +947.21% | $49,351,702 |
| Cogent Biosciences Inc | COGT | Healthcare | 1.32% | 1,230,888 | +1,230,888 | +100.00% | $47,376,879 |
| Alto Neuroscience Inc | ANRO | Healthcare | 1.30% | 2,064,075 | -420,925 | -16.94% | $46,400,406 |
| Rapport Therapeutics Inc | RAPP | Healthcare | 1.26% | 1,436,229 | +326,229 | +29.39% | $44,939,605 |
| Disc Medicine Inc | IRON | Healthcare | 1.25% | 700,000 | -35,000 | -4.76% | $44,758,000 |
| United Therapeutics Corp | UTHR | Healthcare | 1.24% | 75,000 | +75,000 | +100.00% | $44,473,500 |
| Celldex Therapeutics Inc | CLDX | Healthcare | 1.09% | 1,224,165 | +59,165 | +5.08% | $38,830,514 |
| KalVista Pharmaceuticals Inc | KALV | Healthcare | 1.04% | 1,850,000 | -40,000 | -2.12% | $37,240,500 |
| Xenon Pharmaceuticals Inc | XENE | Healthcare | 1.04% | 639,900 | +39,900 | +6.65% | $37,210,185 |
| Solid Biosciences Inc | SLDB | Healthcare | 1.01% | 5,000,000 | -815,000 | -14.02% | $36,000,000 |
| Protagonist Therapeutics Inc | PTGX | Healthcare | 0.96% | 326,159 | +326,159 | +100.00% | $34,377,159 |
| Denali Therapeutics Inc | DNLI | Healthcare | 0.95% | 1,773,326 | +1,308,326 | +281.36% | $34,047,859 |
| Regeneron Pharmaceuticals Inc | REGN | Healthcare | 0.86% | 40,000 | +40,000 | +100.00% | $30,905,600 |
| Waters Corp | WAT | Healthcare | 0.83% | 100,000 | +100,000 | +100.00% | $29,780,000 |
| Viking Therapeutics Inc | VKTX | Healthcare | 0.83% | 914,147 | +914,147 | +100.00% | $29,746,343 |
| Inspire Medical Systems Inc | INSP | Healthcare | 0.78% | 539,269 | +539,269 | +100.00% | $27,815,495 |
| Trevi Therapeutics Inc | TRVI | Healthcare | 0.72% | 2,166,504 | +2,166,504 | +100.00% | $25,846,393 |
| Lexeo Therapeutics Inc | LXEO | Healthcare | 0.72% | 4,475,000 | - | - | $25,686,500 |
| Soleno Therapeutics Inc | SLNO | Healthcare | 0.68% | 730,000 | +730,000 | +100.00% | $24,440,400 |
| Cytokinetics Inc | CYTK | Healthcare | 0.55% | 300,000 | +300,000 | +100.00% | $19,773,000 |
| West Pharmaceutical Services I | WST | Healthcare | 0.53% | 75,000 | +75,000 | +100.00% | $18,798,000 |
| GE HealthCare Technologies Inc | GEHC | Healthcare | 0.50% | 250,000 | +250,000 | +100.00% | $17,795,000 |
| Zimmer Biomet Holdings Inc | ZBH | Healthcare | 0.48% | 190,000 | +40,000 | +26.67% | $17,179,800 |
| Madrigal Pharmaceuticals Inc | MDGL | Healthcare | 0.46% | 31,468 | +31,468 | +100.00% | $16,472,554 |
| GeneDx Holdings Corp | WGS | Healthcare | 0.45% | 250,000 | +250,000 | +100.00% | $16,055,000 |
| Agios Pharmaceuticals Inc | AGIO | Healthcare | 0.43% | 450,000 | +125,000 | +38.46% | $15,223,500 |
| enGene Therapeutics Inc | ENGN | Healthcare | 0.41% | 2,165,000 | +1,110,000 | +105.21% | $14,743,650 |
| Savara Inc | SVRA | Healthcare | 0.40% | 2,600,052 | +994,052 | +61.90% | $14,196,284 |
| Tarsus Pharmaceuticals Inc | TARS | Healthcare | 0.39% | 200,000 | +200,000 | +100.00% | $14,030,000 |
| Voyager Therapeutics Inc | VYGR | Healthcare | 0.32% | 3,002,936 | +1,527,936 | +103.59% | $11,591,333 |
| Insulet Corp | PODD | Healthcare | 0.30% | 50,601 | +50,601 | +100.00% | $10,618,114 |
| Tectonic Therapeutic Inc | TECX | Healthcare | 0.28% | 328,000 | - | - | $10,138,480 |
| Surrozen Inc | SRZN | Healthcare | 0.28% | 338,611 | +338,611 | +100.00% | $9,863,738 |
| Arvinas Inc | ARVN | Healthcare | 0.27% | 905,465 | +905,465 | +100.00% | $9,597,929 |
| Fulcrum Therapeutics Inc | FULC | Healthcare | 0.24% | 1,100,000 | +150,000 | +15.79% | $8,437,000 |
| Myriad Genetics Inc | MYGN | Healthcare | 0.21% | 1,648,000 | +425,000 | +34.75% | $7,416,000 |
| Olema Pharmaceuticals Inc | OLMA | Healthcare | 0.18% | 428,551 | -1,221,449 | -74.03% | $6,389,695 |
| Candel Therapeutics Inc | CADL | Healthcare | 0.15% | 1,125,000 | +1,125,000 | +100.00% | $5,512,500 |
| Veracyte Inc | VCYT | Healthcare | 0.12% | 130,687 | +130,687 | +100.00% | $4,209,428 |
| Geron Corp | GERN | Healthcare | 0.11% | 2,540,000 | -8,780,000 | -77.56% | $3,784,600 |
| Tyra Biosciences Inc | TYRA | Healthcare | 0.06% | 54,000 | -2,371,000 | -97.77% | $2,068,200 |
| REGENXBIO Inc | RGNX | Healthcare | 0.03% | 108,525 | +74,525 | +219.19% | $909,440 |
| Tenax Therapeutics Inc | TENX | Healthcare | 0.02% | 53,439 | - | - | $854,490 |
| MacroGenics Inc | MGNX | Healthcare | 0.02% | 280,000 | - | - | $809,200 |
| Absci Corp | ABSI | Healthcare | 0.02% | 232,219 | +232,219 | +100.00% | $696,657 |
| Aprea Therapeutics Inc | APRE | Healthcare | 0.01% | 350,000 | +350,000 | +100.00% | $267,015 |