Funds › Vestal Point Capital, LP
Vestal Point Capital, LP
13F for Q2 2026, filed Aug 14, 2026. 68 positions worth $4.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q2 2026
filed Aug 14, 2026
Reported value
$4.3B
+$702.6M (19.6%) vs Q1 2026
Positions
68
90 in Q1 2026
Top 10 share
50.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Vestal Point Capital, LP in the latest 13F quarter?
Using 13F.ai, how has Vestal Point Capital, LP's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Vestal Point Capital, LP's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q2 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BMRN BioMarin Pharmaceutical Inc. | 6.03M | $344.8M | 8.1% | +68.5% | 13F ↗ |
| 2 | NBIX Neurocrine Biosciences, Inc. | 1.88M | $316.8M | 7.4% | +50.4% | 13F ↗ |
| 3 | ABVX Abivax SA · ADR | 2.35M | $313.1M | 7.3% | +56.6% | 13F ↗ |
| 4 | UTHR United Therapeutics Corporation | 435,000 | $235.7M | 5.5% | +480% | 13F ↗ |
| 5 | ELVN Enliven Therapeutics, Inc. | 4.00M | $203.0M | 4.7% | +23.1% | 13F ↗ |
| 6 | NRIX Nurix Therapeutics, Inc. | 8.05M | $195.3M | 4.6% | +23.8% | 13F ↗ |
| 7 | BCAX Bicara Therapeutics Inc. | 5.25M | $155.9M | 3.6% | -3.2% | 13F ↗ |
| 8 | TSHA Taysha Gene Therapies, Inc. | 19.41M | $132.2M | 3.1% | +7.9% | 13F ↗ |
| 9 | ARWR Arrowhead Pharmaceuticals, Inc. | 1.57M | $128.4M | 3.0% | -30.8% | 13F ↗ |
| 10 | ABT Abbott Laboratories | 1.40M | $127.0M | 3.0% | New | 13F ↗ |
| 11 | ZBH Zimmer Biomet Holdings, Inc. | 1.40M | $120.5M | 2.8% | +637% | 13F ↗ |
| 12 | IRON Disc Medicine, Inc. | 1.55M | $113.4M | 2.6% | +121% | 13F ↗ |
| 13 | GLUE Monte Rosa Therapeutics, Inc. | 4.60M | $111.3M | 2.6% | +27.7% | 13F ↗ |
| 14 | PODD Insulet Corporation | 670,000 | $102.0M | 2.4% | +1224% | 13F ↗ |
| 15 | ASND Ascendis Pharma A/S | 375,000 | $100.0M | 2.3% | New | 13F ↗ |
| 16 | AZN AstraZeneca PLC | 450,000 | $85.3M | 2.0% | +350% | 13F ↗ |
| 17 | SNY Sanofi | 2.00M | $85.3M | 2.0% | +42.9% | 13F ↗ |
| 18 | RVMD Revolution Medicines, Inc. | 450,000 | $84.3M | 2.0% | -81.1% | 13F ↗ |
| 19 | BCRX BioCryst Pharmaceuticals, Inc. | 8.30M | $83.0M | 1.9% | +18.1% | 13F ↗ |
| 20 | DYN Dyne Therapeutics, Inc. | 3.38M | $75.0M | 1.8% | -15.6% | 13F ↗ |
| 21 | NKTR Nektar Therapeutics | 1.00M | $69.8M | 1.6% | +251% | 13F ↗ |
| 22 | GMED Globus Medical, Inc. | 850,000 | $67.2M | 1.6% | +39.2% | 13F ↗ |
| 23 | TARS Tarsus Pharmaceuticals, Inc. | 1.05M | $66.1M | 1.5% | +425% | 13F ↗ |
| 24 | IMTX Immatics N.V. | 6.17M | $62.6M | 1.5% | Unchanged | 13F ↗ |
| 25 | TRVI Trevi Therapeutics, Inc. | 3.10M | $57.8M | 1.4% | +43.1% | 13F ↗ |
| 26 | IMCR Immunocore Holdings plc · ADR | 1.80M | $57.1M | 1.3% | -34.9% | 13F ↗ |
| 27 | RGEN Repligen Corporation | 400,000 | $54.6M | 1.3% | -56.8% | 13F ↗ |
| 28 | BMY Bristol-Myers Squibb Company | 800,000 | $46.1M | 1.1% | -20.0% | 13F ↗ |
| 29 | QURE uniQure N.V. | 935,000 | $43.1M | 1.0% | +160% | 13F ↗ |
| 30 | XENE Xenon Pharmaceuticals Inc. | 700,000 | $42.3M | 1.0% | +9.4% | 13F ↗ |
| 31 | DRUG Bright Minds Biosciences Inc. | 545,000 | $38.3M | 0.9% | +10.7% | 13F ↗ |
| 32 | MDGL Madrigal Pharmaceuticals, Inc. | 65,000 | $34.9M | 0.8% | +107% | 13F ↗ |
| 33 | ALC Alcon Inc. | 500,000 | $33.5M | 0.8% | -37.5% | 13F ↗ |
| 34 | MYGN Myriad Genetics, Inc. | 5.74M | $32.7M | 0.8% | +248% | 13F ↗ |
| 35 | RAPP Rapport Therapeutics, Inc. | 730,000 | $30.4M | 0.7% | -49.2% | 13F ↗ |
| 36 | CBIO Crescent Biopharma, Inc. | 1.63M | $29.3M | 0.7% | +8.7% | 13F ↗ |
| 37 | GEHC GE HealthCare Technologies Inc. | 450,000 | $28.8M | 0.7% | +80.0% | 13F ↗ |
| 38 | INSM Insmed Incorporated · Com Par $.01 | 250,000 | $26.7M | 0.6% | New | 13F ↗ |
| 39 | VKTX Viking Therapeutics, Inc. | 680,000 | $26.5M | 0.6% | -25.6% | 13F ↗ |
| 40 | BBNX Beta Bionics, Inc. | 1.60M | $25.1M | 0.6% | -27.7% | 13F ↗ |
| 41 | REGN Regeneron Pharmaceuticals, Inc. | 40,000 | $24.9M | 0.6% | Unchanged | 13F ↗ |
| 42 | SLDB Solid Biosciences Inc. | 2.16M | $21.6M | 0.5% | -56.8% | 13F ↗ |
| 43 | ANRO Alto Neuroscience, Inc. | 785,000 | $20.7M | 0.5% | -62.0% | 13F ↗ |
| 44 | TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 1.01M | $20.4M | 0.5% | New | 13F ↗ |
| 45 | LXEO Lexeo Therapeutics, Inc. | 4.32M | $20.1M | 0.5% | -3.5% | 13F ↗ |
| 46 | SVRA Savara, Inc. | 2.72M | $16.8M | 0.4% | +4.6% | 13F ↗ |
| 47 | Damora Therapeutics Inc | 575,000 | $15.0M | 0.3% | -4.2% | 13F ↗ |
| 48 | SGP SpyGlass Pharma, Inc. | 670,000 | $14.9M | 0.3% | +0.5% | 13F ↗ |
| 49 | TECX Tectonic Therapeutic, Inc. | 425,000 | $14.6M | 0.3% | +29.6% | 13F ↗ |
| 50 | AVTX Avalo Therapeutics, Inc. | 775,000 | $14.3M | 0.3% | New | 13F ↗ |
Showing the top 50 of 68 positions. Premium lists every position, plus puts and calls.
Changes since Q1 2026
11 new, 31 added to, 21 trimmed, 33 exited, 5 unchanged. By estimated dollars.
New positions (11)
| ABT Abbott Laboratories | 1.40M | New | $127.0M |
| ASND Ascendis Pharma A/S | 375,000 | New | $100.0M |
| INSM Insmed Incorporated · Com Par $.01 | 250,000 | New | $26.7M |
| TRAX First Tracks Biotherapeutics, Inc. · Ord Shs *A* | 1.01M | New | $20.4M |
| AVTX Avalo Therapeutics, Inc. | 775,000 | New | $14.3M |
| EVMN Evommune, Inc. | 1.00M | New | $13.3M |
| KLRA Kailera Therapeutics, Inc. | 575,000 | New | $12.7M |
| IBIO iBio, Inc. | 2.60M | New | $4.5M |
| SGMT Sagimet Biosciences Inc. | 535,452 | New | $4.1M |
| ENGN enGene Therapeutics Inc. | 1.67M | New | $2.9M |
Added to (31)
| UTHR United Therapeutics Corporation | 435,000 | +480% | $195.1M |
| BMRN BioMarin Pharmaceutical Inc. | 6.03M | +68.5% | $140.2M |
| ABVX Abivax SA · ADR | 2.35M | +56.6% | $113.2M |
| NBIX Neurocrine Biosciences, Inc. | 1.88M | +50.4% | $106.2M |
| ZBH Zimmer Biomet Holdings, Inc. | 1.40M | +637% | $104.2M |
| PODD Insulet Corporation | 670,000 | +1224% | $94.3M |
| AZN AstraZeneca PLC | 450,000 | +350% | $66.4M |
| IRON Disc Medicine, Inc. | 1.55M | +121% | $62.2M |
| TARS Tarsus Pharmaceuticals, Inc. | 1.05M | +425% | $53.5M |
| NKTR Nektar Therapeutics | 1.00M | +251% | $49.9M |
Trimmed (21)
| RVMD Revolution Medicines, Inc. | 450,000 | -81.1% | -$360.5M |
| RGEN Repligen Corporation | 400,000 | -56.8% | -$71.6M |
| ARWR Arrowhead Pharmaceuticals, Inc. | 1.57M | -30.8% | -$57.1M |
| ANRO Alto Neuroscience, Inc. | 785,000 | -62.0% | -$33.8M |
| IMCR Immunocore Holdings plc · ADR | 1.80M | -34.9% | -$30.7M |
| RAPP Rapport Therapeutics, Inc. | 730,000 | -49.2% | -$29.4M |
| SLDB Solid Biosciences Inc. | 2.16M | -56.8% | -$28.4M |
| ALC Alcon Inc. | 500,000 | -37.5% | -$20.1M |
| DYN Dyne Therapeutics, Inc. | 3.38M | -15.6% | -$13.9M |
| BMY Bristol-Myers Squibb Company | 800,000 | -20.0% | -$11.5M |
Exited (33)
| Apogee Therapeutics Inc | 1.10M | Exited | -$92.6M |
| Ascendis Pharma A/S ADR | 375,000 | Exited | -$85.8M |
| SRRK Scholar Rock Holding Corporation | 1.32M | Exited | -$65.1M |
| VERA Vera Therapeutics, Inc. | 1.37M | Exited | -$55.0M |
| Terns Pharmaceuticals Inc | 1.00M | Exited | -$52.7M |
| BSX Boston Scientific Corporation | 800,000 | Exited | -$50.2M |
| Nuvalent Inc | 481,715 | Exited | -$49.4M |
| COGT Cogent Biosciences, Inc. | 1.23M | Exited | -$47.4M |
| CLDX Celldex Therapeutics, Inc. | 1.22M | Exited | -$38.8M |
| Kalvista Pharmaceuticals Inc | 1.85M | Exited | -$37.2M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q2 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer