Vestal Point Capital, Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.58B
Q ending 2026-03-31
Prior quarter
$2.94B
Q ending 2025-12-31
Change
+21.6% QoQ · +155.4% YoY
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Revolution Medicines Inc | RVMD | Shares | $231.0M | 2.4M |
| Biomarin Pharmaceutical Inc | BMRN | Shares | $202.0M | 3.6M |
| Abivax Sa | ABVX | Shares | $167.0M | 1.5M |
| Neurocrine Biosciences Inc | NBIX | Shares | $164.7M | 1.3M |
| Arrowhead Pharmaceuticals Inc | ARWR | Shares | $142.6M | 2.3M |
| Enliven Therapeutics Inc | ELVN | Shares | $127.4M | 3.3M |
| Repligen Corp | RGEN | Shares | $109.0M | 925K |
| Bicara Therapeutics Inc | BCAX | Shares | $107.9M | 5.4M |
| Nurix Therapeutics Inc | NRIX | Shares | $100.8M | 6.5M |
| Apogee Therapeutics Inc | APGE | Shares | $92.6M | 1.1M |
| Ascendis Pharma A/S | Shares | $85.8M | 375K | |
| Immunocore Holdings Plc | IMCR | Shares | $83.4M | 2.8M |
| Taysha Gene Therapies Inc | TSHA | Shares | $80.5M | 18.0M |
| Dyne Therapeutics Inc | DYN | Shares | $72.5M | 4.0M |
| Sanofi Sa | SNY | Shares | $67.5M | 1.4M |
| Biocryst Pharmaceuticals Inc | BCRX | Shares | $66.9M | 7.0M |
| Scholar Rock Holding Corp | SRRK | Shares | $65.1M | 1.3M |
| Immatics Nv | Shares | $60.8M | 6.2M | |
| Bristol-Myers Squibb Co | BMY | Shares | $60.6M | 1.0M |
| Alcon Ag | Shares | $60.3M | 800K | |
| Monte Rosa Therapeutics Inc | GLUE | Shares | $59.3M | 3.6M |
| Vera Therapeutics Inc | VERA | Shares | $55.0M | 1.4M |
| Terns Pharmaceuticals Inc | 430 | Shares | $52.7M | 1.0M |
| Globus Medical Inc | GMED | Shares | $52.6M | 611K |
| Boston Scientific Corp | BSX | Shares | $50.2M | 800K |
| Nuvalent Inc | 5AX | Shares | $49.4M | 482K |
| Cogent Biosciences Inc | COGT | Shares | $47.4M | 1.2M |
| Alto Neuroscience Inc | ANRO | Shares | $46.4M | 2.1M |
| Rapport Therapeutics Inc | RAPP | Shares | $44.9M | 1.4M |
| Disc Medicine Inc | IRON | Shares | $44.8M | 700K |
| United Therapeutics Corp | UTHR | Shares | $44.5M | 75K |
| Celldex Therapeutics Inc | CLDX | Shares | $38.8M | 1.2M |
| Kalvista Pharmaceuticals Inc | 4XC1 | Shares | $37.2M | 1.9M |
| Xenon Pharmaceuticals Inc | XENE | Shares | $37.2M | 640K |
| Solid Biosciences Inc | SLDB | Shares | $36.0M | 5.0M |
| Bright Minds Biosciences Inc | DRUG | Shares | $35.9M | 492K |
| Protagonist Therapeutics Inc | PTGX | Shares | $34.4M | 326K |
| Denali Therapeutics Inc | DNLI | Shares | $34.0M | 1.8M |
| Regeneron Pharmaceuticals Inc | REGN | Shares | $30.9M | 40K |
| Waters Corp | WAT | Shares | $29.8M | 100K |
| Viking Therapeutics Inc | VKTX | Shares | $29.7M | 914K |
| Inspire Medical Systems Inc | INSP | Shares | $27.8M | 539K |
| Crescent Biopharma Inc | Shares | $27.6M | 1.5M | |
| Trevi Therapeutics Inc | TRVI | Shares | $25.8M | 2.2M |
| Lexeo Therapeutics Inc | LXEO | Shares | $25.7M | 4.5M |
| Soleno Therapeutics Inc | SLNOEUR | Shares | $24.4M | 730K |
| Beta Bionics Inc | BBNX | Shares | $22.2M | 2.2M |
| Nektar Therapeutics | NKTR | Shares | $20.5M | 285K |
| Cytokinetics Inc | CYTK | Shares | $19.8M | 300K |
| Astrazeneca Plc | Shares | $19.7M | 100K | |
| West Pharmaceutical Services I | WST | Shares | $18.8M | 75K |
| Ge Healthcare Technologies Inc | GEHC | Shares | $17.8M | 250K |
| Spyglass Pharma Inc | SGP | Shares | $17.3M | 667K |
| Zimmer Biomet Holdings Inc | ZBH | Shares | $17.2M | 190K |
| Madrigal Pharmaceuticals Inc | MDGL | Shares | $16.5M | 31K |
| Genedx Holdings Corp | WGS | Shares | $16.1M | 250K |
| Damora Therapeutics Inc | DMRA | Shares | $15.5M | 600K |
| Agios Pharmaceuticals Inc | AGIO | Shares | $15.2M | 450K |
| Engene Therapeutics Inc | Shares | $14.7M | 2.2M | |
| Savara Inc | SVRA | Shares | $14.2M | 2.6M |
| Tarsus Pharmaceuticals Inc | TARS | Shares | $14.0M | 200K |
| Voyager Therapeutics Inc | VYGR | Shares | $11.6M | 3.0M |
| Insulet Corp | PODD | Shares | $10.6M | 51K |
| Tectonic Therapeutic Inc | TECX | Shares | $10.1M | 328K |
| Surrozen Inc | SRZN | Shares | $9.9M | 339K |
| Arvinas Inc | ARVN | Shares | $9.6M | 905K |
| Maplight Therapeutics Inc | MPLT | Shares | $8.5M | 420K |
| Fulcrum Therapeutics Inc | FULC | Shares | $8.4M | 1.1M |
| Onkure Therapeutics Inc | OKUR | Shares | $7.6M | 1.8M |
| Myriad Genetics Inc | MYGN | Shares | $7.4M | 1.6M |
| Olema Pharmaceuticals Inc | OLMA | Shares | $6.4M | 429K |
| Anteris Technologies Global Co | AVR | Shares | $6.4M | 1.1M |
| Uniqure Nv | Shares | $5.9M | 359K | |
| Candel Therapeutics Inc | CADL | Shares | $5.5M | 1.1M |
| Palisade Bio Inc | PALI | Shares | $4.4M | 2.5M |
| Veracyte Inc | VCYT | Shares | $4.2M | 131K |
| Zenas Biopharma Inc | ZBIO | Shares | $3.9M | 200K |
| Geron Corp | GERN | Shares | $3.8M | 2.5M |
| Monopar Therapeutics Inc | MNPR | Shares | $3.6M | 65K |
| Zura Bio Ltd | Shares | $3.0M | 511K | |
| Novocure Ltd | Shares | $2.7M | 250K | |
| Nyxoah Sa | Shares | $2.5M | 869K | |
| Urogen Pharma Ltd | Shares | $2.5M | 139K | |
| Passage Bio Inc | PASG | Shares | $2.4M | 305K |
| Tyra Biosciences Inc | TYRA | Shares | $2.1M | 54K |
| Regenxbio Inc | RGNX | Shares | $909K | 109K |
| Tenax Therapeutics Inc | TENX | Shares | $854K | 53K |
| Macrogenics Inc | MGNX | Shares | $809K | 280K |
| Absci Corp | ABSI | Shares | $697K | 232K |
| Aprea Therapeutics Inc | APRE | Shares | $267K | 350K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.