Vestal Point Capital, LP

Vestal Point Capital, LP reported 68 holdings worth US$4.28B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Vestal Point Capital, LP reported 68 holdings worth US$4.28B as of Jun 30, 2026. Largest: Biomarin Pharmaceutical Inc., Neurocrine Biosciences, Inc. and Abivax Sa. Filed Aug 14, 2026 (Form 13F).

Holdings
68
Value as reported
US$4.28B

The filing in full

CompanySharesValue as reported% of portfolio
Biomarin Pharmaceutical Inc.6.03MUS$345M8.1%
Neurocrine Biosciences, Inc.1.88MUS$317M7.4%
Abivax Sa2.35MUS$313M7.3%
United Therapeutics Corporation435KUS$236M5.5%
Enliven Therapeutics, Inc.4MUS$203M4.7%
Nurix Therapeutics, Inc.8.05MUS$195M4.6%
Bicara Therapeutics Inc.5.25MUS$156M3.6%
Taysha Gene Therapies, Inc.19.4MUS$132M3.1%
Arrowhead Pharmaceuticals, Inc.1.57MUS$128M3.0%
Abbott Laboratories1.4MUS$127M3.0%
Zimmer Biomet Holdings, Inc.1.4MUS$121M2.8%
Disc Medicine, Inc.1.55MUS$113M2.6%
Monte Rosa Therapeutics, Inc.4.6MUS$111M2.6%
Insulet Corporation670KUS$102M2.4%
Sanofi Sa2MUS$85.3M2.0%
Revolution Medicines, Inc.450KUS$84.3M2.0%
Biocryst Pharmaceuticals, Inc.8.3MUS$83M1.9%
Dyne Therapeutics, Inc.3.38MUS$75M1.8%
Nektar Therapeutics1MUS$69.8M1.6%
Globus Medical, Inc.850KUS$67.2M1.6%
Tarsus Pharmaceuticals, Inc.1.05MUS$66.1M1.5%
Trevi Therapeutics, Inc.3.1MUS$57.8M1.4%
Repligen Corporation400KUS$54.6M1.3%
Bristol-myers Squibb Company800KUS$46.1M1.1%
Xenon Pharmaceuticals Inc.700KUS$42.3M0.99%
Bright Minds Biosciences Inc.545KUS$38.3M0.89%
Madrigal Pharmaceuticals, Inc.65,000US$34.9M0.82%
Myriad Genetics, Inc.5.74MUS$32.7M0.77%
Rapport Therapeutics, Inc.730KUS$30.4M0.71%
Crescent Biopharma, Inc.1.63MUS$29.3M0.69%
Ge Healthcare Technologies Inc.450KUS$28.8M0.67%
Insmed Incorporated250KUS$26.7M0.62%
Viking Therapeutics, Inc.680KUS$26.5M0.62%
Beta Bionics, Inc.1.6MUS$25.1M0.59%
Regeneron Pharmaceuticals, Inc.40,000US$24.9M0.58%
Solid Biosciences Inc.2.16MUS$21.6M0.50%
Alto Neuroscience, Inc.785KUS$20.7M0.48%
First Tracks Biotherapeutics, Inc.1.01MUS$20.4M0.48%
Lexeo Therapeutics, Inc.4.32MUS$20.1M0.47%
Savara, Inc.2.72MUS$16.8M0.39%
Damora Therapeutics, Inc.575KUS$15M0.35%
Spyglass Pharma, Inc.670KUS$14.9M0.35%
Tectonic Therapeutic, Inc.425KUS$14.6M0.34%
Avalo Therapeutics, Inc.775KUS$14.3M0.33%
Evommune, Inc.1MUS$13.3M0.31%
Kailera Therapeutics, Inc.575KUS$12.7M0.30%
Anteris Technologies Global Corp.1.01MUS$9.95M0.23%
Zenas Biopharma, Inc.365KUS$9.26M0.22%
Voyager Therapeutics, Inc.2.63MUS$9.19M0.21%
Onkure Therapeutics, Inc.1.83MUS$8.33M0.19%
Surrozen, Inc.305KUS$7.91M0.18%
Monopar Therapeutics Inc.75,727US$7.01M0.16%
Zura Bio Limited1.17MUS$6.93M0.16%
Olema Pharmaceuticals, Inc.419KUS$5.24M0.12%
Palisade Bio, Inc.2.5MUS$5.22M0.12%
Ibio, Inc.2.6MUS$4.55M0.11%
Sagimet Biosciences Inc. - Series A535KUS$4.14M0.10%
Rezolute, Inc.383KUS$1.99M0.05%
Tenax Therapeutics, Inc.53,439US$778K0.02%
Aprea Therapeutics, Inc.350KUS$281K<0.01%
Inspire Medical Systems, Inc.0US$00.00%
Kalvista Pharmaceuticals, Inc.0US$00.00%
Macrogenics, Inc.0US$00.00%
Maplight Therapeutics, Inc.0US$00.00%
Nuvalent, Inc.0US$00.00%
Passage Bio, Inc.0US$00.00%
Protagonist Therapeutics, Inc.0US$00.00%
Regenxbio Inc.0US$00.00%
Scholar Rock Holding Corporation0US$00.00%
Soleno Therapeutics, Inc.0US$00.00%
Terns Pharmaceuticals, Inc.0US$00.00%
Tyra Biosciences, Inc.0US$00.00%
Vera Therapeutics, Inc.0US$00.00%
Veracyte, Inc.0US$00.00%
Waters Corporation0US$00.00%
West Pharmaceutical Services, Inc.0US$00.00%
Absci Corporation0US$00.00%
Agios Pharmaceuticals, Inc.0US$00.00%
Apogee Therapeutics, Inc.0US$00.00%
Arvinas, Inc.0US$00.00%
Ascendis Pharma A/s0US$00.00%
Boston Scientific Corporation0US$00.00%
Candel Therapeutics, Inc.0US$00.00%
Celldex Therapeutics, Inc.0US$00.00%
Cogent Biosciences, Inc.0US$00.00%
Cytokinetics, Incorporated0US$00.00%
Denali Therapeutics Inc.0US$00.00%
Engene Holdings Inc.0US$00.00%
Fulcrum Therapeutics, Inc.0US$00.00%
Genedx Holdings Corp.0US$00.00%
Geron Corporation0US$00.00%

Source

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