Vestal Point Capital, Lp Top Holdings and 13F Report (2026) About Vestal Point Capital, LpInvestment ActivityVestal Point Capital, Lp has $4.28 billion in total holdings as of June 30, 2026.Vestal Point Capital, Lp owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 37.40% of the portfolio was purchased this quarter.About 36.16% of the portfolio was sold this quarter.This quarter, Vestal Point Capital, Lp has purchased 90 new stocks and bought additional shares in 31 stocks.Vestal Point Capital, Lp sold shares of 21 stocks and completely divested from 33 stocks this quarter.Largest Holdings BioMarin Pharmaceutical $344,750,500Neurocrine Biosciences $316,845,800Abivax SA $313,086,774United Therapeutics $235,696,050Enliven Therapeutics $203,000,000 Largest New Holdings this Quarter 002824100 - Abbott Laboratories $127,036,000 HoldingK08588103 - Ascendis Pharma A/S $100,020,000 Holding457669307 - Insmed $26,655,000 Holding337185102 - First Tracks Biotherapeutics I $20,381,560 Holding05338F306 - Avalo Therapeutics Inc $14,322,000 Holding Largest Purchases this Quarter United Therapeutics 360,000 shares (about $195.06M)BioMarin Pharmaceutical 2,450,000 shares (about $140.19M)Abbott Laboratories 1,400,000 shares (about $127.04M)Abivax SA 849,443 shares (about $113.20M)Neurocrine Biosciences 630,000 shares (about $106.18M) Largest Sales this Quarter Revolution Medicines 1,925,000 shares (about $360.51M)Repligen 525,000 shares (about $71.63M)Arrowhead Pharmaceuticals 700,000 shares (about $57.06M)Alto Neuroscience Inc 1,279,075 shares (about $33.75M)Immunocore 966,868 shares (about $30.70M) Sector Allocation Over TimeMap of 500 Largest Holdings ofVestal Point Capital, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBMRNBioMarin Pharmaceutical$344,750,500$140,189,000 â–²68.5%6,025,0008.1%HealthcareNBIXNeurocrine Biosciences$316,845,800$106,177,050 â–²50.4%1,880,0007.4%HealthcareAbivax SA$313,086,774$113,196,774 â–²56.6%2,349,4437.3%SPONSORED ADSUTHRUnited Therapeutics$235,696,050$195,058,800 â–²480.0%435,0005.5%HealthcareELVNEnliven Therapeutics$203,000,000$38,062,500 â–²23.1%4,000,0004.7%HealthcareNRIXNurix Therapeutics$195,293,000$37,603,000 â–²23.8%8,050,0004.6%HealthcareBicara Therapeutics Inc$155,872,500$5,195,750 â–¼-3.2%5,250,0003.6%COMTSHATaysha Gene Therapies$132,216,150$9,636,150 â–²7.9%19,415,0003.1%HealthcareARWRArrowhead Pharmaceuticals$128,378,250$57,057,000 â–¼-30.8%1,575,0003.0%HealthcareABTAbbott Laboratories$127,036,000$127,036,000 â–²New Holding1,400,0003.0%HealthcareZBHZimmer Biomet$120,526,000$104,168,900 â–²636.8%1,400,0002.8%HealthcareIRONDisc Medicine$113,367,000$62,169,000 â–²121.4%1,550,0002.6%HealthcareGLUEMonte Rosa Therapeutics$111,320,000$24,116,147 â–²27.7%4,600,0002.6%HealthcarePODDInsulet$102,007,500$94,303,498 â–²1,224.1%670,0002.4%HealthcareAscendis Pharma A/S$100,020,000$100,020,000 â–²New Holding375,0002.3%ORD SHSAZNCFAstraZeneca$85,329,000$66,367,000 â–²350.0%450,0002.0%HealthcareSNYSanofi$85,320,000$25,596,000 â–²42.9%2,000,0002.0%HealthcareRVMDRevolution Medicines$84,276,000$360,514,000 â–¼-81.1%450,0002.0%HealthcareBCRXBioCryst Pharmaceuticals$83,000,000$12,750,000 â–²18.1%8,300,0001.9%HealthcareDyne Therapeutics Inc$74,958,750$13,881,250 â–¼-15.6%3,375,0001.8%COMNektar Therapeutics$69,810,000$49,914,150 â–²250.9%1,000,0001.6%COM NEWGMEDGlobus Medical$67,158,500$18,921,315 â–²39.2%850,0001.6%HealthcareTARSTarsus Pharmaceuticals$66,087,000$53,499,000 â–²425.0%1,050,0001.5%HealthcareIMTXImmatics$62,552,7500.0%6,175,0001.5%HealthcareTRVITrevi Therapeutics$57,815,000$17,409,700 â–²43.1%3,100,0001.4%HealthcareIMCRImmunocore$57,150,000$30,698,059 â–¼-34.9%1,800,0001.3%HealthcareRGENRepligen$54,576,000$71,631,000 â–¼-56.8%400,0001.3%HealthcareBMYBristol Myers Squibb$46,096,000$11,524,000 â–¼-20.0%800,0001.1%HealthcareQUREuniQure$43,066,100$26,530,744 â–²160.4%935,0001.0%HealthcareXENEXenon Pharmaceuticals$42,252,000$3,627,636 â–²9.4%700,0001.0%HealthcareBright Minds Biosciences Inc$38,259,000$3,698,206 â–²10.7%545,0000.9%COM NEWMDGLMadrigal Pharmaceuticals$34,901,750$18,005,007 â–²106.6%65,0000.8%HealthcareALCAlcon$33,550,000$20,130,000 â–¼-37.5%500,0000.8%HealthcareMYGNMyriad Genetics$32,746,850$23,336,770 â–²248.0%5,735,0000.8%HealthcareRapport Therapeutics Inc$30,419,100$29,428,562 â–¼-49.2%730,0000.7%COMCrescent Biopharma Inc$29,340,000$2,340,000 â–²8.7%1,630,0000.7%COMGEHCGE HealthCare Technologies$28,804,500$12,802,000 â–²80.0%450,0000.7%HealthcareINSMInsmed$26,655,000$26,655,000 â–²New Holding250,0000.6%HealthcareVKTXViking Therapeutics$26,526,800$9,134,074 â–¼-25.6%680,0000.6%HealthcareBeta Bionics Inc$25,072,000$9,582,487 â–¼-27.7%1,600,0000.6%COMREGNRegeneron Pharmaceuticals$24,941,6000.0%40,0000.6%HealthcareSLDBSolid Biosciences$21,578,400$28,371,600 â–¼-56.8%2,160,0000.5%HealthcareAlto Neuroscience Inc$20,716,150$33,754,789 â–¼-62.0%785,0000.5%COM SHSFirst Tracks Biotherapeutics I$20,381,560$20,381,560 â–²New Holding1,013,0000.5%ORD SHSLexeo Therapeutics Inc$20,109,600$721,525 â–¼-3.5%4,320,0000.5%COMSVRASavara$16,755,200$738,880 â–²4.6%2,720,0000.4%HealthcareDamora Therapeutics Inc$14,955,750$650,250 â–¼-4.2%575,0000.3%COM NEWSpyGlass Pharma Inc$14,914,200$72,122 â–²0.5%670,0000.3%COM SHSTectonic Therapeutic Inc$14,609,375$3,334,375 â–²29.6%425,0000.3%COMAvalo Therapeutics Inc$14,322,000$14,322,000 â–²New Holding775,0000.3%COM NEWEvommune Inc$13,290,000$13,290,000 â–²New Holding1,000,0000.3%COM SHSKailera Therapeutics Inc$12,667,250$12,667,250 â–²New Holding575,0000.3%COMMON STOCKAnteris Technologies Global Co$9,948,500$1,327,583 â–¼-11.8%1,010,0000.2%COMZenas Biopharma Inc$9,263,700$4,187,700 â–²82.5%365,0000.2%COMVYGRVoyager Therapeutics$9,187,500$1,322,776 â–¼-12.6%2,625,0000.2%HealthcareOnKure Therapeutics Inc$8,325,187$64,387 â–¼-0.8%1,825,6990.2%COM CL ASurrozen Inc$7,906,161$880,795 â–¼-10.0%304,6690.2%COM NEWMonopar Therapeutics Inc$7,011,563$954,510 â–²15.8%75,7270.2%COM NEWZURAZura Bio$6,926,340$3,911,440 â–²129.7%1,173,9560.2%HealthcareOLMAOlema Pharmaceuticals$5,236,073$125,100 â–¼-2.3%418,5510.1%HealthcarePalisade Bio Inc$5,225,0000.0%2,500,0000.1%COMiBio Inc$4,550,000$4,550,000 â–²New Holding2,600,0000.1%COM NEWSagimet Biosciences Inc$4,139,044$4,139,044 â–²New Holding535,4520.1%COM SER AenGene Therapeutics Inc$2,884,654$2,884,654 â–²New Holding1,667,4300.1%COMRZLTRezolute$1,991,595$1,991,595 â–²New Holding382,9990.0%HealthcareNYXHNyxoah$1,425,449$42,588 â–¼-2.9%843,4610.0%HealthcareTenax Therapeutics Inc$777,5370.0%53,4390.0%COM NEWAPREAprea Therapeutics$280,8050.0%350,0000.0%HealthcareApogee Therapeutics Inc$0$92,587,000 â–¼-100.0%00.0%COMASNDAscendis Pharma A/S$0$85,773,750 â–¼-100.0%00.0%HealthcareSRRKScholar Rock$0$65,108,586 â–¼-100.0%00.0%HealthcareVERAVera Therapeutics$0$55,041,037 â–¼-100.0%00.0%HealthcareTERNTerns Pharmaceuticals$0$52,720,000 â–¼-100.0%00.0%HealthcareBSXBoston Scientific$0$50,200,000 â–¼-100.0%00.0%HealthcareNUVLNuvalent$0$49,351,702 â–¼-100.0%00.0%HealthcareCOGTCogent Biosciences$0$47,376,879 â–¼-100.0%00.0%HealthcareCLDXCelldex Therapeutics$0$38,830,514 â–¼-100.0%00.0%HealthcareKALVKalVista Pharmaceuticals$0$37,240,500 â–¼-100.0%00.0%HealthcarePTGXProtagonist Therapeutics$0$34,377,159 â–¼-100.0%00.0%HealthcareDNLIDenali Therapeutics$0$34,047,859 â–¼-100.0%00.0%HealthcareWATWaters$0$29,780,000 â–¼-100.0%00.0%HealthcareINSPInspire Medical Systems$0$27,815,495 â–¼-100.0%00.0%HealthcareSLNOSoleno Therapeutics$0$24,440,400 â–¼-100.0%00.0%HealthcareCYTKCytokinetics$0$19,773,000 â–¼-100.0%00.0%HealthcareWSTWest Pharmaceutical Services$0$18,798,000 â–¼-100.0%00.0%HealthcareWGSGeneDx$0$16,055,000 â–¼-100.0%00.0%HealthcareAGIOAgios Pharmaceuticals$0$15,223,500 â–¼-100.0%00.0%HealthcareenGene Therapeutics Inc$0$14,743,650 â–¼-100.0%00.0%COMARVNArvinas$0$9,597,929 â–¼-100.0%00.0%HealthcareMapLight Therapeutics Inc$0$8,538,600 â–¼-100.0%00.0%COMFULCFulcrum Therapeutics$0$8,437,000 â–¼-100.0%00.0%HealthcareCADLCandel Therapeutics$0$5,512,500 â–¼-100.0%00.0%HealthcareVCYTVeracyte$0$4,209,428 â–¼-100.0%00.0%HealthcareGERNGeron$0$3,784,600 â–¼-100.0%00.0%HealthcareNVCRNovoCure$0$2,725,000 â–¼-100.0%00.0%HealthcareURGNUrogen Pharma$0$2,500,640 â–¼-100.0%00.0%HealthcarePassage Bio Inc$0$2,394,250 â–¼-100.0%00.0%COM NEWTYRATyra Biosciences$0$2,068,200 â–¼-100.0%00.0%HealthcareRGNXREGENXBIO$0$909,440 â–¼-100.0%00.0%HealthcareMGNXMacroGenics$0$809,200 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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