Holders — by stockHoldings — by fund
Vestal Point Capital, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001974915
$4.28B
disclosed book value
68
positions
8.1%
largest position share
Positions, as of 2026-06-30
top 68 of 68 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BMRNBioMarin Pharmaceutical Inc | 6.0M | $344.8M | 8.1% |
| 2 | NBIXNeurocrine Biosciences Inc | 1.9M | $316.8M | 7.4% |
| 3 | ABVXAbivax SA | 2.3M | $313.1M | 7.3% |
| 4 | UTHRUnited Therapeutics Corp | 435,000 | $235.7M | 5.5% |
| 5 | ELVNEnliven Therapeutics Inc | 4.0M | $203.0M | 4.7% |
| 6 | NRIXNurix Therapeutics Inc | 8.1M | $195.3M | 4.6% |
| 7 | BCAXBicara Therapeutics Inc | 5.3M | $155.9M | 3.6% |
| 8 | TSHATaysha Gene Therapies Inc | 19.4M | $132.2M | 3.1% |
| 9 | ARWRArrowhead Pharmaceuticals Inc | 1.6M | $128.4M | 3% |
| 10 | ABTAbbott Laboratories | 1.4M | $127.0M | 3% |
| 11 | ZBHZimmer Biomet Holdings Inc | 1.4M | $120.5M | 2.8% |
| 12 | IRONDisc Medicine Inc | 1.6M | $113.4M | 2.6% |
| 13 | GLUEMonte Rosa Therapeutics Inc | 4.6M | $111.3M | 2.6% |
| 14 | PODDInsulet Corp | 670,000 | $102.0M | 2.4% |
| 15 | Ascendis Pharma A/S | 375,000 | $100.0M | 2.3% |
| 16 | AstraZeneca PLC | 450,000 | $85.3M | 2% |
| 17 | SNYSanofi SA | 2.0M | $85.3M | 2% |
| 18 | RVMDRevolution Medicines Inc | 450,000 | $84.3M | 2% |
| 19 | BCRXBioCryst Pharmaceuticals Inc | 8.3M | $83.0M | 1.9% |
| 20 | DYNDyne Therapeutics Inc | 3.4M | $75.0M | 1.8% |
| 21 | NKTRNektar Therapeutics | 1.0M | $69.8M | 1.6% |
| 22 | GMEDGlobus Medical Inc | 850,000 | $67.2M | 1.6% |
| 23 | TARSTarsus Pharmaceuticals Inc | 1.1M | $66.1M | 1.5% |
| 24 | Immatics NV | 6.2M | $62.6M | 1.5% |
| 25 | TRVITrevi Therapeutics Inc | 3.1M | $57.8M | 1.4% |
| 26 | IMCRImmunocore Holdings PLC | 1.8M | $57.1M | 1.3% |
| 27 | RGENRepligen Corp | 400,000 | $54.6M | 1.3% |
| 28 | BMYBristol-Myers Squibb Co | 800,000 | $46.1M | 1.1% |
| 29 | uniQure NV | 935,000 | $43.1M | 1% |
| 30 | XENEXenon Pharmaceuticals Inc | 700,000 | $42.3M | 1% |
| 31 | DRUGBright Minds Biosciences Inc | 545,000 | $38.3M | 0.9% |
| 32 | MDGLMadrigal Pharmaceuticals Inc | 65,000 | $34.9M | 0.8% |
| 33 | Alcon AG | 500,000 | $33.5M | 0.8% |
| 34 | MYGNMyriad Genetics Inc | 5.7M | $32.7M | 0.8% |
| 35 | RAPPRapport Therapeutics Inc | 730,000 | $30.4M | 0.7% |
| 36 | Crescent Biopharma Inc | 1.6M | $29.3M | 0.7% |
| 37 | GEHCGE HealthCare Technologies Inc | 450,000 | $28.8M | 0.7% |
| 38 | INSMInsmed Inc | 250,000 | $26.7M | 0.6% |
| 39 | VKTXViking Therapeutics Inc | 680,000 | $26.5M | 0.6% |
| 40 | BBNXBeta Bionics Inc | 1.6M | $25.1M | 0.6% |
| 41 | REGNRegeneron Pharmaceuticals Inc | 40,000 | $24.9M | 0.6% |
| 42 | SLDBSolid Biosciences Inc | 2.2M | $21.6M | 0.5% |
| 43 | ANROAlto Neuroscience Inc | 785,000 | $20.7M | 0.5% |
| 44 | TRAXFirst Tracks Biotherapeutics I | 1.0M | $20.4M | 0.5% |
| 45 | LXEOLexeo Therapeutics Inc | 4.3M | $20.1M | 0.5% |
| 46 | SVRASavara Inc | 2.7M | $16.8M | 0.4% |
| 47 | Damora Therapeutics Inc | 575,000 | $15.0M | 0.3% |
| 48 | SGPSpyGlass Pharma Inc | 670,000 | $14.9M | 0.3% |
| 49 | TECXTectonic Therapeutic Inc | 425,000 | $14.6M | 0.3% |
| 50 | AVTXAvalo Therapeutics Inc | 775,000 | $14.3M | 0.3% |
| 51 | EVMNEvommune Inc | 1.0M | $13.3M | 0.3% |
| 52 | KLRAKailera Therapeutics Inc | 575,000 | $12.7M | 0.3% |
| 53 | AVRAnteris Technologies Global Co | 1.0M | $9.9M | 0.2% |
| 54 | ZBIOZenas Biopharma Inc | 365,000 | $9.3M | 0.2% |
| 55 | VYGRVoyager Therapeutics Inc | 2.6M | $9.2M | 0.2% |
| 56 | OKUROnKure Therapeutics Inc | 1.8M | $8.3M | 0.2% |
| 57 | SRZNSurrozen Inc | 304,669 | $7.9M | 0.2% |
| 58 | MNPRMonopar Therapeutics Inc | 75,727 | $7.0M | 0.2% |
| 59 | Zura Bio Ltd | 1.2M | $6.9M | 0.2% |
| 60 | OLMAOlema Pharmaceuticals Inc | 418,551 | $5.2M | 0.1% |
| 61 | PALIPalisade Bio Inc | 2.5M | $5.2M | 0.1% |
| 62 | IBIOiBio Inc | 2.6M | $4.5M | 0.1% |
| 63 | SGMTSagimet Biosciences Inc | 535,452 | $4.1M | 0.1% |
| 64 | ENGNenGene Therapeutics Inc | 1.7M | $2.9M | 0.1% |
| 65 | RZLTRezolute Inc | 382,999 | $2.0M | 0% |
| 66 | Nyxoah SA | 843,461 | $1.4M | 0% |
| 67 | TENXTenax Therapeutics Inc | 53,439 | $777,537 | 0% |
| 68 | APREAprea Therapeutics Inc | 350,000 | $280,805 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.