Vestal Point Capital, LP
Vestal Point Capital, LP reported 68 US-listed holdings worth $4.28 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Biomarin Pharmaceutical Inc. (8.1%), Neurocrine Biosciences Inc. (7.4%) and Abivax SA (7.3%). Against the quarter before, it opened 11 positions, added to 31, trimmed 21 and sold out of 33.
Reported holdings$4.28B+19.6% on Q1 2026
Positions68-22 on Q1 2026
The largest ten50.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toTrimmed
The 14 largest of its 68 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 11Added 31Held 5Trimmed 21Sold out 33
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 11
- Abbott Laboratories ABT$127.0 million
- Ascendis Pharma A/s ASND$100.0 million
- Insmed Inc. INSM$26.7 million
- First Tracks Biotherapeutics TRAX$20.4 million
- Avalo Therapeutics Inc. AVTX$14.3 million
- Evommune Inc. EVMN$13.3 million
- Kailera Therapeutics Inc. KLRA$12.7 million
- Ibio Inc. Com IBIO$4.5 million
and 3 more in the table below
Added to 31
- United Therapeutics Corp. UTHR+360,000 shares · +480%
- Biomarin Pharmaceutical Inc. BMRN+2.5 million shares · +69%
- Abivax SA ABVX+849,443 shares · +57%
- Neurocrine Biosciences Inc. NBIX+630,000 shares · +50%
- Zimmer Biomet Holdings, Inc. ZBH+1.2 million shares · +637%
- Insulet Corp. PODD+619,399 shares · +1224%
- AstraZeneca PLC AZN+350,000 shares · +350%
- Disc Medicine Inc. IRON+850,000 shares · +121%
and 23 more in the table below
Trimmed 21
- Revolution Medicines, Inc. RVMD-1.9 million shares · -81%
- Repligen Corp. RGEN-525,000 shares · -57%
- Arrowhead Pharmaceuticals, Inc. ARWR-700,000 shares · -31%
- Alto Neuroscience Inc. ANRO-1.3 million shares · -62%
- Immunocore Hldgs PLC IMCR-966,868 shares · -35%
- Rapport Therapeutics Inc. RAPP-706,229 shares · -49%
- Solid Biosciences Inc. SLDB-2.8 million shares · -57%
- Alcon AG ALC-300,000 shares · -38%
and 13 more in the table below
Sold out of 33
- Apogee Therapeutics Inc. APGE$92.6 million last quarter
- Ascendis Pharma A/s ASND$85.8 million last quarter
- Scholar Rock Holding Corporation SRRK$65.1 million last quarter
- Vera Therapeutics Inc. VERA$55.0 million last quarter
- Terns Pharmaceuticals Inc. TERN$52.7 million last quarter
- Boston Scientific Corp. BSX$50.2 million last quarter
- Nuvalent Inc. NUVL$49.4 million last quarter
- Cogent Biosciences Inc. COGT$47.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Biomarin Pharmaceutical Inc. BMRN | 6,025,000 | $344.8 million | 8.06% | +2,450,000 |
| Neurocrine Biosciences Inc. NBIX | 1,880,000 | $316.8 million | 7.40% | +630,000 |
| Abivax SA ABVX | 2,349,443 | $313.1 million | 7.32% | +849,443 |
| United Therapeutics Corp. UTHR | 435,000 | $235.7 million | 5.51% | +360,000 |
| Enliven Therapeutics Inc. ELVN | 4,000,000 | $203.0 million | 4.74% | +750,000 |
| Nurix Therapeutics Inc. NRIX | 8,050,000 | $195.3 million | 4.56% | +1,550,000 |
| Bicara Therapeutics Inc. BCAX | 5,250,000 | $155.9 million | 3.64% | -175,000 |
| Taysha Gene Therapies Inc. TSHA | 19,415,000 | $132.2 million | 3.09% | +1,415,000 |
| Arrowhead Pharmaceuticals, Inc. ARWR | 1,575,000 | $128.4 million | 3.00% | -700,000 |
| Abbott Laboratories ABT | 1,400,000 | $127.0 million | 2.97% | new |
| Zimmer Biomet Holdings, Inc. ZBH | 1,400,000 | $120.5 million | 2.82% | +1,210,000 |
| Disc Medicine Inc. IRON | 1,550,000 | $113.4 million | 2.65% | +850,000 |
| Monte Rosa Therapeutics Inc. GLUE | 4,600,000 | $111.3 million | 2.60% | +996,535 |
| Insulet Corp. PODD | 670,000 | $102.0 million | 2.38% | +619,399 |
| Ascendis Pharma A/s ASND | 375,000 | $100.0 million | 2.34% | new |
| AstraZeneca PLC AZN | 450,000 | $85.3 million | 1.99% | +350,000 |
| Sanofi SNY | 2,000,000 | $85.3 million | 1.99% | +600,000 |
| Revolution Medicines, Inc. RVMD | 450,000 | $84.3 million | 1.97% | -1,925,000 |
| Biocryst Pharmaceuticals Inc. BCRX | 8,300,000 | $83.0 million | 1.94% | +1,275,000 |
| Dyne Therapeutics Inc. DYN | 3,375,000 | $75.0 million | 1.75% | -625,000 |
| Nektar Therapeutics NKTR | 1,000,000 | $69.8 million | 1.63% | +715,000 |
| Globus Medical Inc. GMED | 850,000 | $67.2 million | 1.57% | +239,480 |
| Tarsus Pharmaceuticals Inc. TARS | 1,050,000 | $66.1 million | 1.54% | +850,000 |
| Immatics N.V IMTX | 6,175,000 | $62.6 million | 1.46% | no change |
| Trevi Therapeutics Inc. TRVI | 3,100,000 | $57.8 million | 1.35% | +933,496 |
| Immunocore Hldgs PLC IMCR | 1,800,000 | $57.1 million | 1.34% | -966,868 |
| Repligen Corp. RGEN | 400,000 | $54.6 million | 1.28% | -525,000 |
| Bristol-Myers Squibb Co. BMY | 800,000 | $46.1 million | 1.08% | -200,000 |
| Uniqure NV QURE | 935,000 | $43.1 million | 1.01% | +576,004 |
| Xenon Pharmaceuticals Inc. XENE | 700,000 | $42.3 million | 0.99% | +60,100 |
| Bright Minds Biosciences Inc. DRUG | 545,000 | $38.3 million | 0.89% | +52,681 |
| Madrigal Pharmaceuticals Inc. MDGL | 65,000 | $34.9 million | 0.82% | +33,532 |
| Alcon AG ALC | 500,000 | $33.5 million | 0.78% | -300,000 |
| Myriad Genetics Inc. MYGN | 5,735,000 | $32.7 million | 0.77% | +4,087,000 |
| Rapport Therapeutics Inc. RAPP | 730,000 | $30.4 million | 0.71% | -706,229 |
| Crescent Biopharma Inc. CBIO | 1,630,000 | $29.3 million | 0.69% | +130,000 |
| GE HealthCare Technologies Inc. GEHC | 450,000 | $28.8 million | 0.67% | +200,000 |
| Insmed Inc. INSM | 250,000 | $26.7 million | 0.62% | new |
| Viking Therapeutics Inc. VKTX | 680,000 | $26.5 million | 0.62% | -234,147 |
| Beta Bionics Inc BBNX | 1,600,000 | $25.1 million | 0.59% | -611,518 |
| Regeneron Pharmaceuticals, Inc. REGN | 40,000 | $24.9 million | 0.58% | no change |
| Solid Biosciences Inc. SLDB | 2,160,000 | $21.6 million | 0.50% | -2,840,000 |
| Alto Neuroscience Inc. ANRO | 785,000 | $20.7 million | 0.48% | -1,279,075 |
| First Tracks Biotherapeutics TRAX | 1,013,000 | $20.4 million | 0.48% | new |
| Lexeo Therapeutics Inc. LXEO | 4,320,000 | $20.1 million | 0.47% | -155,000 |
| Savara Inc. SVRA | 2,720,000 | $16.8 million | 0.39% | +119,948 |
| Galecto Inc. DMRA | 575,000 | $15.0 million | 0.35% | -25,000 |
| Spyglass Pharma Inc. SGP | 670,000 | $14.9 million | 0.35% | +3,240 |
| Tectonic Therapeutic Inc. TECX | 425,000 | $14.6 million | 0.34% | +97,000 |
| Avalo Therapeutics Inc. AVTX | 775,000 | $14.3 million | 0.33% | new |
| Evommune Inc. EVMN | 1,000,000 | $13.3 million | 0.31% | new |
| Kailera Therapeutics Inc. KLRA | 575,000 | $12.7 million | 0.30% | new |
| Anteris Technologies Global AVR | 1,010,000 | $9.9 million | 0.23% | -134,780 |
| Zenas Biopharma Inc. ZBIO | 365,000 | $9.3 million | 0.22% | +165,000 |
| Voyager Therapeutics Inc. VYGR | 2,625,000 | $9.2 million | 0.21% | -377,936 |
| Onkure Therapeutics Inc OKUR | 1,825,699 | $8.3 million | 0.19% | -14,120 |
| Surrozen Inc. SRZN | 304,669 | $7.9 million | 0.18% | -33,942 |
| Monopar Therapeutics Inc. MNPR | 75,727 | $7.0 million | 0.16% | +10,309 |
| Zura Bio Ltd ZURA | 1,173,956 | $6.9 million | 0.16% | +662,956 |
| Olema Pharmaceuticals Inc. OLMA | 418,551 | $5.2 million | 0.12% | -10,000 |
| Palisade Bio Inc. PALI | 2,500,000 | $5.2 million | 0.12% | no change |
| Ibio Inc. Com IBIO | 2,600,000 | $4.5 million | 0.11% | new |
| Sagimet Biosciences Inc. SGMT | 535,452 | $4.1 million | 0.10% | new |
| Engene Therapeut ENGN | 1,667,430 | $2.9 million | 0.07% | new |
| Rezolute Inc. RZLT | 382,999 | $2.0 million | 0.05% | new |
| Nyxoah S A NYXH | 843,461 | $1.4 million | 0.03% | -25,200 |
| Tenax Therapeutics Inc. TENX | 53,439 | $777,537 | 0.02% | no change |
| Aprea Therapeutics Inc. APRE | 350,000 | $280,805 | 0.01% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.