Vestal Point Capital, Lp Top Holdings and 13F Report (2026)

About Vestal Point Capital, Lp

Investment Activity

Vestal Point Capital, Lp has $3.58 billion in total holdings as of March 31, 2026.
Vestal Point Capital, Lp owns shares of 90 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 53.95% of the portfolio was purchased this quarter.
About 38.73% of the portfolio was sold this quarter.
This quarter, Vestal Point Capital, Lp has purchased 76 new stocks and bought additional shares in 33 stocks.
Vestal Point Capital, Lp sold shares of 14 stocks and completely divested from 23 stocks this quarter.

Largest Holdings

Revolution Medicines: $230,968,750
BioMarin Pharmaceutical: $201,951,750
Abivax SA: $167,025,000
Neurocrine Biosciences: $164,675,000
Arrowhead Pharmaceuticals: $142,642,500

Largest New Holdings this Quarter

64125C109 - Neurocrine Biosciences: $164,675,000 Holding
80105N105 - Sanofi: $67,452,000 Holding
101137107 - Boston Scientific: $50,200,000 Holding
19240Q201 - Cogent Biosciences: $47,376,879 Holding
91307C102 - United Therapeutics: $44,473,500 Holding

Largest Purchases this Quarter

Revolution Medicines: 2,080,000 shares (about $202.28M)
Neurocrine Biosciences: 1,250,000 shares (about $164.68M)
Repligen: 842,000 shares (about $99.20M)
Arrowhead Pharmaceuticals: 1,375,000 shares (about $86.21M)
Dyne Therapeutics Inc: 3,880,000 shares (about $70.34M)

Largest Sales this Quarter

Terns Pharmaceuticals: 3,500,000 shares (about $184.52M)
Tyra Biosciences: 2,371,000 shares (about $90.81M)
Globus Medical: 664,480 shares (about $57.25M)
Abivax SA: 400,000 shares (about $44.54M)
Alcon: 305,000 shares (about $22.98M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RVMD Revolution Medicines	$230,968,750	$202,280,000 â–²	705.1%	2,375,000	6.5%	Medical
BMRN BioMarin Pharmaceutical	$201,951,750	$32,481,750 â–²	19.2%	3,575,000	5.6%	Medical
Abivax SA	$167,025,000	$44,540,000 â–¼	-21.1%	1,500,000	4.7%	SPONSORED ADS
NBIX Neurocrine Biosciences	$164,675,000	$164,675,000 â–²	New Holding	1,250,000	4.6%	Medical
ARWR Arrowhead Pharmaceuticals	$142,642,500	$86,212,500 â–²	152.8%	2,275,000	4.0%	Medical
ELVN Enliven Therapeutics	$127,400,000	$22,736,000 â–¼	-15.1%	3,250,000	3.6%	Medical
RGEN Repligen	$108,983,500	$99,204,440 â–²	1,014.5%	925,000	3.0%	Medical
Bicara Therapeutics Inc	$107,903,250	$36,796,500 â–²	51.7%	5,425,000	3.0%	COM
NRIX Nurix Therapeutics	$100,750,000	$28,055,000 â–²	38.6%	6,500,000	2.8%	Medical
Apogee Therapeutics Inc	$92,587,000	$46,293,500 â–²	100.0%	1,100,000	2.6%	COM
ASND Ascendis Pharma A/S	$85,773,750	$45,746,000 â–²	114.3%	375,000	2.4%	Medical
IMCR Immunocore	$83,421,070	$65,783,320 â–²	373.0%	2,766,868	2.3%	Medical
TSHA Taysha Gene Therapies	$80,460,000	$18,997,500 â–²	30.9%	18,000,000	2.2%	Medical
Dyne Therapeutics Inc	$72,520,000	$70,344,400 â–²	3,233.3%	4,000,000	2.0%	COM
SNY Sanofi	$67,452,000	$67,452,000 â–²	New Holding	1,400,000	1.9%	Medical
BCRX BioCryst Pharmaceuticals	$66,878,000	$45,458,000 â–²	212.2%	7,025,000	1.9%	Medical
SRRK Scholar Rock	$65,108,586	$30,696,586 â–²	89.2%	1,324,422	1.8%	Medical
IMTX Immatics	$60,762,000	$492,000 â–²	0.8%	6,175,000	1.7%	Medical
BMY Bristol Myers Squibb	$60,650,000	$45,487,500 â–²	300.0%	1,000,000	1.7%	Medical
ALC Alcon	$60,280,000	$22,981,750 â–¼	-27.6%	800,000	1.7%	Medical
GLUE Monte Rosa Therapeutics	$59,276,999	$46,528,249 â–²	365.0%	3,603,465	1.7%	Medical
VERA Vera Therapeutics	$55,041,037	$32,914,537 â–²	148.8%	1,368,159	1.5%	Medical
TERN Terns Pharmaceuticals	$52,720,000	$184,520,000 â–¼	-77.8%	1,000,000	1.5%	Medical
GMED Globus Medical	$52,602,403	$57,251,597 â–¼	-52.1%	610,520	1.5%	Medical
BSX Boston Scientific	$50,200,000	$50,200,000 â–²	New Holding	800,000	1.4%	Medical
NUVL Nuvalent	$49,351,702	$44,639,002 â–²	947.2%	481,715	1.4%	Medical
COGT Cogent Biosciences	$47,376,879	$47,376,879 â–²	New Holding	1,230,888	1.3%	Medical
Alto Neuroscience Inc	$46,400,406	$9,462,394 â–¼	-16.9%	2,064,075	1.3%	COM SHS
Rapport Therapeutics Inc	$44,939,605	$10,207,705 â–²	29.4%	1,436,229	1.3%	COM
IRON Disc Medicine	$44,758,000	$2,237,900 â–¼	-4.8%	700,000	1.3%	Medical
UTHR United Therapeutics	$44,473,500	$44,473,500 â–²	New Holding	75,000	1.2%	Medical
CLDX Celldex Therapeutics	$38,830,514	$1,876,714 â–²	5.1%	1,224,165	1.1%	Medical
KALV KalVista Pharmaceuticals	$37,240,500	$805,200 â–¼	-2.1%	1,850,000	1.0%	Medical
XENE Xenon Pharmaceuticals	$37,210,185	$2,320,185 â–²	6.7%	639,900	1.0%	Medical
SLDB Solid Biosciences	$36,000,000	$5,868,000 â–¼	-14.0%	5,000,000	1.0%	Medical
Bright Minds Biosciences Inc	$35,924,517	$35,924,517 â–²	New Holding	492,319	1.0%	COM NEW
PTGX Protagonist Therapeutics	$34,377,159	$34,377,159 â–²	New Holding	326,159	1.0%	Medical
DNLI Denali Therapeutics	$34,047,859	$25,119,859 â–²	281.4%	1,773,326	1.0%	Medical
REGN Regeneron Pharmaceuticals	$30,905,600	$30,905,600 â–²	New Holding	40,000	0.9%	Medical
WAT Waters	$29,780,000	$29,780,000 â–²	New Holding	100,000	0.8%	Medical
VKTX Viking Therapeutics	$29,746,343	$29,746,343 â–²	New Holding	914,147	0.8%	Medical
INSP Inspire Medical Systems	$27,815,495	$27,815,495 â–²	New Holding	539,269	0.8%	Medical
Crescent Biopharma Inc	$27,555,000		0.0%	1,500,000	0.8%	COM
TRVI Trevi Therapeutics	$25,846,393	$25,846,393 â–²	New Holding	2,166,504	0.7%	Medical
Lexeo Therapeutics Inc	$25,686,500		0.0%	4,475,000	0.7%	COM
SLNO Soleno Therapeutics	$24,440,400	$24,440,400 â–²	New Holding	730,000	0.7%	Medical
Beta Bionics Inc	$22,159,410	$16,147,410 â–²	268.6%	2,211,518	0.6%	COM
Nektar Therapeutics	$20,505,750	$20,505,750 â–²	New Holding	285,000	0.6%	COM NEW
CYTK Cytokinetics	$19,773,000	$19,773,000 â–²	New Holding	300,000	0.6%	Medical
AZNCF AstraZeneca	$19,722,000	$19,722,000 â–²	New Holding	100,000	0.6%	Medical
WST West Pharmaceutical Services	$18,798,000	$18,798,000 â–²	New Holding	75,000	0.5%	Medical
GEHC GE HealthCare Technologies	$17,795,000	$17,795,000 â–²	New Holding	250,000	0.5%	Medical
SpyGlass Pharma Inc	$17,275,752	$17,275,752 â–²	New Holding	666,760	0.5%	COM SHS
ZBH Zimmer Biomet	$17,179,800	$3,616,800 â–²	26.7%	190,000	0.5%	Medical
MDGL Madrigal Pharmaceuticals	$16,472,554	$16,472,554 â–²	New Holding	31,468	0.5%	Medical
WGS GeneDx	$16,055,000	$16,055,000 â–²	New Holding	250,000	0.4%	Medical
Damora Therapeutics Inc	$15,540,000	$15,540,000 â–²	New Holding	600,000	0.4%	COM NEW
AGIO Agios Pharmaceuticals	$15,223,500	$4,228,750 â–²	38.5%	450,000	0.4%	Medical
enGene Therapeutics Inc	$14,743,650	$7,559,100 â–²	105.2%	2,165,000	0.4%	COM
SVRA Savara	$14,196,284	$5,427,524 â–²	61.9%	2,600,052	0.4%	Medical
TARS Tarsus Pharmaceuticals	$14,030,000	$14,030,000 â–²	New Holding	200,000	0.4%	Medical
VYGR Voyager Therapeutics	$11,591,333	$5,897,833 â–²	103.6%	3,002,936	0.3%	Medical
PODD Insulet	$10,618,114	$10,618,114 â–²	New Holding	50,601	0.3%	Medical
Tectonic Therapeutic Inc	$10,138,480		0.0%	328,000	0.3%	COM
Surrozen Inc	$9,863,738	$9,863,738 â–²	New Holding	338,611	0.3%	COM NEW
ARVN Arvinas	$9,597,929	$9,597,929 â–²	New Holding	905,465	0.3%	Medical
MapLight Therapeutics Inc	$8,538,600	$711,550 â–²	9.1%	420,000	0.2%	COM
FULC Fulcrum Therapeutics	$8,437,000	$1,150,500 â–²	15.8%	1,100,000	0.2%	Medical
OnKure Therapeutics Inc	$7,616,851	$4,987,951 â–²	189.7%	1,839,819	0.2%	COM CL A
MYGN Myriad Genetics	$7,416,000	$1,912,500 â–²	34.8%	1,648,000	0.2%	Medical
OLMA Olema Pharmaceuticals	$6,389,695	$18,211,803 â–¼	-74.0%	428,551	0.2%	Medical
Anteris Technologies Global Co	$6,353,529	$6,353,529 â–²	New Holding	1,144,780	0.2%	COM
QURE uniQure	$5,869,585	$5,869,585 â–²	New Holding	358,996	0.2%	Medical
CADL Candel Therapeutics	$5,512,500	$5,512,500 â–²	New Holding	1,125,000	0.2%	Medical
Palisade Bio Inc	$4,375,000	$4,375,000 â–²	New Holding	2,500,000	0.1%	COM
VCYT Veracyte	$4,209,428	$4,209,428 â–²	New Holding	130,687	0.1%	Medical
Zenas Biopharma Inc	$3,910,000	$3,910,000 â–²	New Holding	200,000	0.1%	COM
GERN Geron	$3,784,600	$13,082,200 â–¼	-77.6%	2,540,000	0.1%	Medical
Monopar Therapeutics Inc	$3,584,252	$3,584,252 â–²	New Holding	65,418	0.1%	COM NEW
ZURA Zura Bio	$3,040,450	$3,040,450 â–²	New Holding	511,000	0.1%	Medical
NVCR NovoCure	$2,725,000	$2,997,500 â–¼	-52.4%	250,000	0.1%	Medical
NYXH Nyxoah	$2,536,490	$695,950 â–¼	-21.5%	868,661	0.1%	Medical
URGN Urogen Pharma	$2,500,640	$2,500,640 â–²	New Holding	139,079	0.1%	Medical
Passage Bio Inc	$2,394,250		0.0%	305,000	0.1%	COM NEW
TYRA Tyra Biosciences	$2,068,200	$90,809,300 â–¼	-97.8%	54,000	0.1%	Medical
RGNX REGENXBIO	$909,440	$624,520 â–²	219.2%	108,525	0.0%	Medical
Tenax Therapeutics Inc	$854,490		0.0%	53,439	0.0%	COM NEW
MGNX MacroGenics	$809,200		0.0%	280,000	0.0%	Medical
ABSI Absci	$696,657	$696,657 â–²	New Holding	232,219	0.0%	Medical
APRE Aprea Therapeutics	$267,015	$267,015 â–²	New Holding	350,000	0.0%	Medical
QQQ Invesco QQQ	$0	$215,008,500 â–¼	-100.0%	0	0.0%	Finance
ACLX Arcellx	$0	$190,710,000 â–¼	-100.0%	0	0.0%	Medical
DXCM DexCom	$0	$84,621,750 â–¼	-100.0%	0	0.0%	Medical
MRK Merck & Co., Inc.	$0	$81,576,500 â–¼	-100.0%	0	0.0%	Medical
ABT Abbott Laboratories	$0	$75,174,000 â–¼	-100.0%	0	0.0%	Medical
JAZZ Jazz Pharmaceuticals	$0	$49,300,000 â–¼	-100.0%	0	0.0%	Medical
DAWN Day One Biopharmaceuticals	$0	$48,464,000 â–¼	-100.0%	0	0.0%	Medical
AXSM Axsome Therapeutics	$0	$38,354,400 â–¼	-100.0%	0	0.0%	Medical
LNTH Lantheus	$0	$23,958,000 â–¼	-100.0%	0	0.0%	Medical
Zymeworks Inc	$0	$22,775,450 â–¼	-100.0%	0	0.0%	COM

Showing largest 100 holdings. View all holdings.

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Vestal Point Capital, Lp Top Holdings and 13F Report (2026)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Vestal Point Capital, Lp Top Holdings and 13F Report (2026)

About Vestal Point Capital, Lp

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofVestal Point Capital, Lp

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools