EdgeMarket › What Vestal Point Capital, Lp reported owning
What Vestal Point Capital, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.6BPositions
90Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RVMD Revolution Medicines, Inc. | 231.0M | 6.5% | 2.4M | 209.46 | +479.3% |
| BMRN BIOMARIN PHARMACEUTICAL INC | 202.0M | 5.6% | 3.6M | 66.70 | +15.1% |
| ABVX Abivax S.A. | 167.0M | 4.7% | 1.5M | 114.95 | +59.9% |
| NBIX NEUROCRINE BIOSCIENCES INC | 164.7M | 4.6% | 1.2M | 152.57 | +14.5% |
| ARWR ARROWHEAD PHARMACEUTICALS, INC. | 142.6M | 4.0% | 2.3M | 87.11 | +331.2% |
| ELVN Enliven Therapeutics, Inc. | 127.4M | 3.6% | 3.2M | 59.82 | +204.3% |
| RGEN REPLIGEN CORP | 109.0M | 3.0% | 925.0K | 181.13 | +49.0% |
| BCAX Bicara Therapeutics Inc. | 107.9M | 3.0% | 5.4M | 23.90 | +118.1% |
| NRIX Nurix Therapeutics, Inc. | 100.8M | 2.8% | 6.5M | 26.72 | +180.4% |
| APGE Apogee Therapeutics, Inc. | 92.6M | 2.6% | 1.1M | 134.75 | +274.1% |
| ASND Ascendis Pharma A/S | 85.8M | 2.4% | 375.0K | 253.29 | +31.4% |
| IMCR Immunocore Holdings plc | 83.4M | 2.3% | 2.8M | 36.88 | +13.5% |
| TSHA Taysha Gene Therapies, Inc. | 80.5M | 2.2% | 18.0M | 6.09 | +112.2% |
| DYN Dyne Therapeutics, Inc. | 72.5M | 2.0% | 4.0M | 26.10 | +118.0% |
| SNY Sanofi | 67.5M | 1.9% | 1.4M | 45.85 | -9.3% |
| BCRX BIOCRYST PHARMACEUTICALS INC | 66.9M | 1.9% | 7.0M | 9.55 | +14.0% |
| SRRK Scholar Rock Holding Corp | 65.1M | 1.8% | 1.3M | 56.50 | +64.2% |
| IMTX Immatics N.V. | 60.8M | 1.7% | 6.2M | 8.93 | +59.5% |
| BMY BRISTOL MYERS SQUIBB CO | 60.6M | 1.7% | 1.0M | 67.01 | +38.9% |
| ALC ALCON INC | 60.3M | 1.7% | 800.0K | 73.63 | -9.1% |
| GLUE Monte Rosa Therapeutics, Inc. | 59.3M | 1.7% | 3.6M | 14.30 | +222.8% |
| VERA Vera Therapeutics, Inc. | 55.0M | 1.5% | 1.4M | 32.27 | +46.0% |
| unmapped CUSIP 880881107 | 52.7M | 1.5% | 1.0M | — | — |
| GMED GLOBUS MEDICAL INC | 52.6M | 1.5% | 610.5K | 86.91 | +43.1% |
| BSX BOSTON SCIENTIFIC CORP | 50.2M | 1.4% | 800.0K | 50.37 | -52.5% |
| unmapped CUSIP 670703107 | 49.4M | 1.4% | 481.7K | — | — |
| COGT Cogent Biosciences, Inc. | 47.4M | 1.3% | 1.2M | 36.73 | +209.6% |
| ANRO Alto Neuroscience, Inc. | 46.4M | 1.3% | 2.1M | 34.28 | +899.4% |
| RAPP Rapport Therapeutics, Inc. | 44.9M | 1.3% | 1.4M | 48.24 | +236.9% |
| IRON Disc Medicine, Inc. | 44.8M | 1.3% | 700.0K | 79.81 | +35.9% |
| UTHR UNITED THERAPEUTICS Corp | 44.5M | 1.2% | 75.0K | 513.12 | +67.4% |
| CLDX Celldex Therapeutics, Inc. | 38.8M | 1.1% | 1.2M | 40.38 | +93.3% |
| unmapped CUSIP 483497103 | 37.2M | 1.0% | 1.9M | — | — |
| XENE Xenon Pharmaceuticals Inc. | 37.2M | 1.0% | 639.9K | 60.77 | +61.5% |
| SLDB Solid Biosciences Inc. | 36.0M | 1.0% | 5.0M | 9.30 | +64.3% |
| DRUG BRIGHT MINDS BIOSCIENCES INC. | 35.9M | 1.0% | 492.3K | 77.42 | +80.0% |
| PTGX Protagonist Therapeutics, Inc | 34.4M | 1.0% | 326.2K | 154.32 | +174.4% |
| DNLI Denali Therapeutics Inc. | 34.0M | 1.0% | 1.8M | 24.92 | +71.7% |
| REGN REGENERON PHARMACEUTICALS, INC. | 30.9M | 0.9% | 40.0K | 834.04 | +41.1% |
| WAT WATERS CORP /DE/ | 29.8M | 0.8% | 100.0K | 410.70 | +38.4% |
| VKTX Viking Therapeutics, Inc. | 29.7M | 0.8% | 914.1K | 33.89 | +31.9% |
| INSP Inspire Medical Systems, Inc. | 27.8M | 0.8% | 539.3K | 62.36 | -33.0% |
| CBIO CRESCENT BIOPHARMA, INC. | 27.6M | 0.8% | 1.5M | 17.15 | +24.3% |
| TRVI Trevi Therapeutics, Inc. | 25.8M | 0.7% | 2.2M | 17.96 | +142.0% |
| LXEO Lexeo Therapeutics, Inc. | 25.7M | 0.7% | 4.5M | 4.88 | +1.7% |
| unmapped CUSIP 834203309 | 24.4M | 0.7% | 730.0K | — | — |
| BBNX Beta Bionics, Inc. | 22.2M | 0.6% | 2.2M | 19.05 | +24.5% |
| NKTR NEKTAR THERAPEUTICS | 20.5M | 0.6% | 285.0K | 74.02 | +174.7% |
| CYTK CYTOKINETICS INC | 19.8M | 0.6% | 300.0K | 76.84 | +105.9% |
| AZN ASTRAZENECA PLC | 19.7M | 0.6% | 100.0K | 165.98 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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