Vestal Point Capital, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Vestal Point Capital, LP disclosed 68 US equity positions worth $4.3bn in its Q2 2026 13F filing. The largest position was BMRN at 8.1% of the reported book, followed by NBIX and ABVX. Against the Q1 2026 filing, it opened 5 new positions, added to 27 and reduced 15 among the top 50 holdings.
What did Vestal Point Capital, LP own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | BMRN BioMarin Pharmaceutical Inc | Healthcare | 8.1% | $344.8m | 6,025,000 | 69% | added |
| 2 | NBIX Neurocrine Biosciences Inc | Healthcare | 7.4% | $316.8m | 1,880,000 | 50% | added |
| 3 | ABVX Abivax SA | Healthcare | 7.3% | $313.1m | 2,349,443 | 57% | added |
| 4 | UTHR United Therapeutics Corp | Healthcare | 5.5% | $235.7m | 435,000 | 480% | added |
| 5 | ELVN Enliven Therapeutics Inc | Healthcare | 4.7% | $203.0m | 4,000,000 | 23% | added |
| 6 | NRIX Nurix Therapeutics Inc | Healthcare | 4.6% | $195.3m | 8,050,000 | 24% | added |
| 7 | BCAX Bicara Therapeutics Inc | Healthcare | 3.6% | $155.9m | 5,250,000 | -3% | reduced |
| 8 | TSHA Taysha Gene Therapies Inc | Healthcare | 3.1% | $132.2m | 19,415,000 | 8% | added |
| 9 | ARWR Arrowhead Pharmaceuticals Inc | Healthcare | 3.0% | $128.4m | 1,575,000 | -31% | reduced |
| 10 | ABT Abbott Laboratories | Healthcare | 3.0% | $127.0m | 1,400,000 | – | new |
| 11 | ZBH Zimmer Biomet Holdings Inc | Healthcare | 2.8% | $120.5m | 1,400,000 | 637% | added |
| 12 | IRON Disc Medicine Inc | Healthcare | 2.6% | $113.4m | 1,550,000 | 121% | added |
| 13 | GLUE Monte Rosa Therapeutics Inc | Healthcare | 2.6% | $111.3m | 4,600,000 | 28% | added |
| 14 | PODD Insulet Corp | Healthcare | 2.4% | $102.0m | 670,000 | 1224% | added |
| 15 | ASND Ascendis Pharma A/S | Healthcare | 2.3% | $100.0m | 375,000 | – | new |
| 16 | AZN AstraZeneca PLC | Healthcare | 2.0% | $85.3m | 450,000 | 350% | added |
| 17 | SNY Sanofi SA | Healthcare | 2.0% | $85.3m | 2,000,000 | 43% | added |
| 18 | RVMD Revolution Medicines Inc | Healthcare | 2.0% | $84.3m | 450,000 | -81% | reduced |
| 19 | BCRX BioCryst Pharmaceuticals Inc | Healthcare | 1.9% | $83.0m | 8,300,000 | 18% | added |
| 20 | DYN Dyne Therapeutics Inc | Healthcare | 1.8% | $75.0m | 3,375,000 | -16% | reduced |
| 21 | NKTR Nektar Therapeutics | Healthcare | 1.6% | $69.8m | 1,000,000 | 251% | added |
| 22 | GMED Globus Medical Inc | Healthcare | 1.6% | $67.2m | 850,000 | 39% | added |
| 23 | TARS Tarsus Pharmaceuticals Inc | Healthcare | 1.5% | $66.1m | 1,050,000 | 425% | added |
| 24 | IMTX Immatics NV | Healthcare | 1.5% | $62.6m | 6,175,000 | 0% | held |
| 25 | TRVI Trevi Therapeutics Inc | Healthcare | 1.4% | $57.8m | 3,100,000 | 43% | added |
| 26 | IMCR Immunocore Holdings PLC | Healthcare | 1.3% | $57.1m | 1,800,000 | -35% | reduced |
| 27 | RGEN Repligen Corp | Healthcare | 1.3% | $54.6m | 400,000 | -57% | reduced |
| 28 | BMY Bristol-Myers Squibb Co | Healthcare | 1.1% | $46.1m | 800,000 | -20% | reduced |
| 29 | uniQure NV | 1.0% | $43.1m | 935,000 | 160% | added | |
| 30 | XENE Xenon Pharmaceuticals Inc | Healthcare | 1.0% | $42.3m | 700,000 | 9% | added |
| 31 | DRUG Bright Minds Biosciences Inc | Healthcare | 0.9% | $38.3m | 545,000 | 11% | added |
| 32 | MDGL Madrigal Pharmaceuticals Inc | Healthcare | 0.8% | $34.9m | 65,000 | 107% | added |
| 33 | ALC Alcon AG | Healthcare | 0.8% | $33.5m | 500,000 | -38% | reduced |
| 34 | MYGN Myriad Genetics Inc | Healthcare | 0.8% | $32.7m | 5,735,000 | 248% | added |
| 35 | RAPP Rapport Therapeutics Inc | 0.7% | $30.4m | 730,000 | -49% | reduced | |
| 36 | CBIO Crescent Biopharma Inc | 0.7% | $29.3m | 1,630,000 | 9% | added | |
| 37 | GEHC GE HealthCare Technologies Inc | Healthcare | 0.7% | $28.8m | 450,000 | 80% | added |
| 38 | INSM Insmed Inc | Healthcare | 0.6% | $26.7m | 250,000 | – | new |
| 39 | VKTX Viking Therapeutics Inc | Healthcare | 0.6% | $26.5m | 680,000 | -26% | reduced |
| 40 | BBNX Beta Bionics Inc | Healthcare | 0.6% | $25.1m | 1,600,000 | -28% | reduced |
| 41 | REGN Regeneron Pharmaceuticals Inc | Healthcare | 0.6% | $24.9m | 40,000 | 0% | held |
| 42 | SLDB Solid Biosciences Inc | Healthcare | 0.5% | $21.6m | 2,160,000 | -57% | reduced |
| 43 | ANRO Alto Neuroscience Inc | Healthcare | 0.5% | $20.7m | 785,000 | -62% | reduced |
| 44 | TRAX First Tracks Biotherapeutics I | 0.5% | $20.4m | 1,013,000 | – | new | |
| 45 | LXEO Lexeo Therapeutics Inc | Healthcare | 0.5% | $20.1m | 4,320,000 | -3% | reduced |
| 46 | SVRA Savara Inc | Healthcare | 0.4% | $16.8m | 2,720,000 | 5% | added |
| 47 | DMRA Damora Therapeutics Inc | Healthcare | 0.3% | $15.0m | 575,000 | -4% | reduced |
| 48 | SpyGlass Pharma Inc | 0.3% | $14.9m | 670,000 | 0% | held | |
| 49 | TECX Tectonic Therapeutic Inc | Healthcare | 0.3% | $14.6m | 425,000 | 30% | added |
| 50 | AVTX Avalo Therapeutics Inc | Healthcare | 0.3% | $14.3m | 775,000 | – | new |
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.