Vestal Point Capital, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Vestal Point Capital, LP disclosed 90 US equity positions worth $3.6bn in its Q1 2026 13F filing. The largest position was RVMD at 6.5% of the reported book, followed by BMRN and ABVX.
What did Vestal Point Capital, LP own in Q1 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | RVMD Revolution Medicines Inc | Healthcare | 6.5% | $231.0m | 2,375,000 | – | |
| 2 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 5.6% | $202.0m | 3,575,000 | – | |
| 3 | ABVX Abivax SA | Healthcare | 4.7% | $167.0m | 1,500,000 | – | |
| 4 | NBIX Neurocrine Biosciences Inc | Healthcare | 4.6% | $164.7m | 1,250,000 | – | |
| 5 | ARWR Arrowhead Pharmaceuticals Inc | Healthcare | 4.0% | $142.6m | 2,275,000 | – | |
| 6 | ELVN Enliven Therapeutics Inc | Healthcare | 3.6% | $127.4m | 3,250,000 | – | |
| 7 | RGEN Repligen Corp | Healthcare | 3.0% | $109.0m | 925,000 | – | |
| 8 | BCAX Bicara Therapeutics Inc | Healthcare | 3.0% | $107.9m | 5,425,000 | – | |
| 9 | NRIX Nurix Therapeutics Inc | Healthcare | 2.8% | $100.8m | 6,500,000 | – | |
| 10 | APGE Apogee Therapeutics Inc | Healthcare | 2.6% | $92.6m | 1,100,000 | – | |
| 11 | ASND Ascendis Pharma A/S | Healthcare | 2.4% | $85.8m | 375,000 | – | |
| 12 | IMCR Immunocore Holdings PLC | Healthcare | 2.3% | $83.4m | 2,766,868 | – | |
| 13 | TSHA Taysha Gene Therapies Inc | Healthcare | 2.2% | $80.5m | 18,000,000 | – | |
| 14 | DYN Dyne Therapeutics Inc | Healthcare | 2.0% | $72.5m | 4,000,000 | – | |
| 15 | SNY Sanofi SA | Healthcare | 1.9% | $67.5m | 1,400,000 | – | |
| 16 | BCRX BioCryst Pharmaceuticals Inc | Healthcare | 1.9% | $66.9m | 7,025,000 | – | |
| 17 | SRRK Scholar Rock Holding Corp | Healthcare | 1.8% | $65.1m | 1,324,422 | – | |
| 18 | IMTX Immatics NV | Healthcare | 1.7% | $60.8m | 6,175,000 | – | |
| 19 | BMY Bristol-Myers Squibb Co | Healthcare | 1.7% | $60.6m | 1,000,000 | – | |
| 20 | ALC Alcon AG | Healthcare | 1.7% | $60.3m | 800,000 | – | |
| 21 | GLUE Monte Rosa Therapeutics Inc | Healthcare | 1.7% | $59.3m | 3,603,465 | – | |
| 22 | VERA Vera Therapeutics Inc | Healthcare | 1.5% | $55.0m | 1,368,159 | – | |
| 23 | 430 Terns Pharmaceuticals Inc | 1.5% | $52.7m | 1,000,000 | – | ||
| 24 | GMED Globus Medical Inc | Healthcare | 1.5% | $52.6m | 610,520 | – | |
| 25 | BSX Boston Scientific Corp | Healthcare | 1.4% | $50.2m | 800,000 | – | |
| 26 | Nuvalent Inc | 1.4% | $49.4m | 481,715 | – | ||
| 27 | COGT Cogent Biosciences Inc | Healthcare | 1.3% | $47.4m | 1,230,888 | – | |
| 28 | ANRO Alto Neuroscience Inc | Healthcare | 1.3% | $46.4m | 2,064,075 | – | |
| 29 | RAPP Rapport Therapeutics Inc | 1.3% | $44.9m | 1,436,229 | – | ||
| 30 | IRON Disc Medicine Inc | Healthcare | 1.3% | $44.8m | 700,000 | – | |
| 31 | UTHR United Therapeutics Corp | Healthcare | 1.2% | $44.5m | 75,000 | – | |
| 32 | CLDX Celldex Therapeutics Inc | Healthcare | 1.1% | $38.8m | 1,224,165 | – | |
| 33 | 4XC1 KalVista Pharmaceuticals Inc | 1.0% | $37.2m | 1,850,000 | – | ||
| 34 | XENE Xenon Pharmaceuticals Inc | Healthcare | 1.0% | $37.2m | 639,900 | – | |
| 35 | SLDB Solid Biosciences Inc | Healthcare | 1.0% | $36.0m | 5,000,000 | – | |
| 36 | DRUG Bright Minds Biosciences Inc | Healthcare | 1.0% | $35.9m | 492,319 | – | |
| 37 | PTGX Protagonist Therapeutics Inc | Healthcare | 1.0% | $34.4m | 326,159 | – | |
| 38 | DNLI Denali Therapeutics Inc | Healthcare | 1.0% | $34.0m | 1,773,326 | – | |
| 39 | REGN Regeneron Pharmaceuticals Inc | Healthcare | 0.9% | $30.9m | 40,000 | – | |
| 40 | WAT Waters Corp | Healthcare | 0.8% | $29.8m | 100,000 | – | |
| 41 | VKTX Viking Therapeutics Inc | Healthcare | 0.8% | $29.7m | 914,147 | – | |
| 42 | INSP Inspire Medical Systems Inc | Healthcare | 0.8% | $27.8m | 539,269 | – | |
| 43 | CBIO Crescent Biopharma Inc | 0.8% | $27.6m | 1,500,000 | – | ||
| 44 | TRVI Trevi Therapeutics Inc | Healthcare | 0.7% | $25.8m | 2,166,504 | – | |
| 45 | LXEO Lexeo Therapeutics Inc | Healthcare | 0.7% | $25.7m | 4,475,000 | – | |
| 46 | SLNOEUR Soleno Therapeutics Inc | 0.7% | $24.4m | 730,000 | – | ||
| 47 | BBNX Beta Bionics Inc | Healthcare | 0.6% | $22.2m | 2,211,518 | – | |
| 48 | NKTR Nektar Therapeutics | Healthcare | 0.6% | $20.5m | 285,000 | – | |
| 49 | CYTK Cytokinetics Inc | Healthcare | 0.6% | $19.8m | 300,000 | – | |
| 50 | AZN AstraZeneca PLC | Healthcare | 0.6% | $19.7m | 100,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.