Vestal Point Capital, LP
NEW YORK, NY
$4.3bn in 68 US stocks at the end of 30 June 2026. The top 10 are 50.3% of the money. It changed about 37.8% of the portfolio this quarter.
Value
$4.3bn
Stocks
68
Top 10 share
50.3%
Turnover
37.8%
What changed this quarter
New
Bought for the first time this quarter.
- Abbott LaboratoriesABT3.0% of the fund
- Ascendis Pharma A/SASND2.3% of the fund
- InsmedINSM0.6% of the fund
- First Tracks BiotherapeuticsTRAX0.5% of the fund
- Avalo TherapeuticsAVTX0.3% of the fund
- EvommuneEVMN0.3% of the fund
- Kailera TherapeuticsKLRA0.3% of the fund
- iBioIBIO0.1% of the fund
- Sagimet BiosciencesSGMT<0.1% of the fund
- enGene TherapeuticsENGN<0.1% of the fund
- RezoluteRZLT<0.1% of the fund
Added
Bought more of a stock they already held.
- Biomarin PharmaceuticalBMRN8.1% of the fund+69%
- Neurocrine BiosciencesNBIX7.4% of the fund+50%
- Abivax SAABVX7.3% of the fund+57%
- United TherapeuticsUTHR5.5% of the fund+480%
- Enliven TherapeuticsELVN4.7% of the fund+23%
- Nurix TherapeuticsNRIX4.6% of the fund+24%
- Taysha Gene TherapiesTSHA3.1% of the fund+8%
- Zimmer Biomet HoldingsZBH2.8% of the fund+637%
- Disc MedicineIRON2.6% of the fund+121%
- Monte Rosa TherapeuticsGLUE2.6% of the fund+28%
- InsuletPODD2.4% of the fund+1224%
- AstrazenecaAZN2.0% of the fund+350%
- Sanofi SASNY2.0% of the fund+43%
- Biocryst PharmaceuticalsBCRX1.9% of the fund+18%
- Nektar TherapeuticsNKTR1.6% of the fund+251%
- Globus MedicalGMED1.6% of the fund+39%
- Tarsus PharmaceuticalsTARS1.5% of the fund+425%
- Trevi TherapeuticsTRVI1.4% of the fund+43%
- uniQureQURE1.0% of the fund+160%
- Xenon PharmaceuticalsXENE1.0% of the fund+9%
- Bright Minds BiosciencesDRUG0.9% of the fund+11%
- Madrigal PharmaceuticalsMDGL0.8% of the fund+107%
- Myriad GeneticsMYGN0.8% of the fund+248%
- Crescent BiopharmaCBIO0.7% of the fund+9%
- GE HealthCare TechnologiesGEHC0.7% of the fund+80%
Cut
Sold some of their stake.
- Bicara TherapeuticsBCAX3.6% of the fund-3%
- Arrowhead PharmaceuticalsARWR3.0% of the fund-31%
- Revolution MedicinesRVMD2.0% of the fund-81%
- Dyne TherapeuticsDYN1.8% of the fund-16%
- Immunocore HldgsIMCR1.3% of the fund-35%
- RepligenRGEN1.3% of the fund-57%
- Bristol-Myers SquibbBMY1.1% of the fund-20%
- AlconALC0.8% of the fund-38%
- Rapport TherapeuticsRAPP0.7% of the fund-49%
- Viking TherapeuticsVKTX0.6% of the fund-26%
- Beta BionicsBBNX0.6% of the fund-28%
- Solid BiosciencesSLDB0.5% of the fund-57%
- Alto NeuroscienceANRO0.5% of the fund-62%
- Lexeo TherapeuticsLXEO0.5% of the fund-3%
- Damora Therapeutics0.3% of the fund-4%
- Anteris Technologies GlobalAVR0.2% of the fund-12%
- Voyager TherapeuticsVYGR0.2% of the fund-13%
- SurrozenSRZN0.2% of the fund-10%
- Olema PharmaceuticalsOLMA0.1% of the fund-2%
- Nyxoah SANYXH<0.1% of the fund-3%
Sold out
Sold their entire stake.
- Apogee TherapeuticsAPGE-100%
- Ascendis Pharma A/SASND-100%
- Scholar Rock HoldingSRRK-100%
- Vera TherapeuticsVERA-100%
- Terns Pharmaceuticals-100%
- Boston ScientificBSX-100%
- Nuvalent-100%
- Cogent BiosciencesCOGT-100%
- Celldex TherapeuticsCLDX-100%
- Kalvista Pharmaceuticals-100%
- Protagonist TherapeuticsPTGX-100%
- Denali TherapeuticsDNLI-100%
- WatersWAT-100%
- Inspire Medical SystemsINSP-100%
- Soleno Therapeutics-100%
- CytokineticsCYTK-100%
- West Pharmaceutical ServicesWST-100%
- GeneDx HoldingsWGS-100%
- Agios PharmaceuticalsAGIO-100%
- Engene Holdings-100%
- ArvinasARVN-100%
- MapLight TherapeuticsMPLT-100%
- Fulcrum TherapeuticsFULC-100%
- Candel TherapeuticsCADL-100%
- VeracyteVCYT-100%
Holdings
- Abivax SAABVX
- Share
- 7.3%
- Value
- $313m
- Shares
- 2,349,443
+57%
- Sanofi SASNY
- Share
- 2.0%
- Value
- $85m
- Shares
- 2,000,000
+43%
- Immunocore HldgsIMCR
- Share
- 1.3%
- Value
- $57m
- Shares
- 1,800,000
-35%
- Bright Minds BiosciencesDRUG
- Share
- 0.9%
- Value
- $38m
- Shares
- 545,000
+11%
- First Tracks BiotherapeuticsTRAX
- Share
- 0.5%
- Value
- $20m
- Shares
- 1,013,000
New
- Damora Therapeutics
- Share
- 0.3%
- Value
- $15m
- Shares
- 575,000
-4%
- Kailera TherapeuticsKLRA
- Share
- 0.3%
- Value
- $13m
- Shares
- 575,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Biomarin PharmaceuticalBMRN | 8.1% | $345m | 6,025,000 | +69% |
| Neurocrine BiosciencesNBIX | 7.4% | $317m | 1,880,000 | +50% |
| Abivax SAABVX | 7.3% | $313m | 2,349,443 | +57% |
| United TherapeuticsUTHR | 5.5% | $236m | 435,000 | +480% |
| Enliven TherapeuticsELVN | 4.7% | $203m | 4,000,000 | +23% |
| Nurix TherapeuticsNRIX | 4.6% | $195m | 8,050,000 | +24% |
| Bicara TherapeuticsBCAX | 3.6% | $156m | 5,250,000 | -3% |
| Taysha Gene TherapiesTSHA | 3.1% | $132m | 19,415,000 | +8% |
| Arrowhead PharmaceuticalsARWR | 3.0% | $128m | 1,575,000 | -31% |
| Abbott LaboratoriesABT | 3.0% | $127m | 1,400,000 | New |
| Zimmer Biomet HoldingsZBH | 2.8% | $121m | 1,400,000 | +637% |
| Disc MedicineIRON | 2.6% | $113m | 1,550,000 | +121% |
| Monte Rosa TherapeuticsGLUE | 2.6% | $111m | 4,600,000 | +28% |
| InsuletPODD | 2.4% | $102m | 670,000 | +1224% |
| Ascendis Pharma A/SASND | 2.3% | $100m | 375,000 | New |
| AstrazenecaAZN | 2.0% | $85m | 450,000 | +350% |
| Sanofi SASNY | 2.0% | $85m | 2,000,000 | +43% |
| Revolution MedicinesRVMD | 2.0% | $84m | 450,000 | -81% |
| Biocryst PharmaceuticalsBCRX | 1.9% | $83m | 8,300,000 | +18% |
| Dyne TherapeuticsDYN | 1.8% | $75m | 3,375,000 | -16% |
| Nektar TherapeuticsNKTR | 1.6% | $70m | 1,000,000 | +251% |
| Globus MedicalGMED | 1.6% | $67m | 850,000 | +39% |
| Tarsus PharmaceuticalsTARS | 1.5% | $66m | 1,050,000 | +425% |
| ImmaticsIMTX | 1.5% | $63m | 6,175,000 | Held |
| Trevi TherapeuticsTRVI | 1.4% | $58m | 3,100,000 | +43% |
| Immunocore HldgsIMCR | 1.3% | $57m | 1,800,000 | -35% |
| RepligenRGEN | 1.3% | $55m | 400,000 | -57% |
| Bristol-Myers SquibbBMY | 1.1% | $46m | 800,000 | -20% |
| uniQureQURE | 1.0% | $43m | 935,000 | +160% |
| Xenon PharmaceuticalsXENE | 1.0% | $42m | 700,000 | +9% |
| Bright Minds BiosciencesDRUG | 0.9% | $38m | 545,000 | +11% |
| Madrigal PharmaceuticalsMDGL | 0.8% | $35m | 65,000 | +107% |
| AlconALC | 0.8% | $34m | 500,000 | -38% |
| Myriad GeneticsMYGN | 0.8% | $33m | 5,735,000 | +248% |
| Rapport TherapeuticsRAPP | 0.7% | $30m | 730,000 | -49% |
| Crescent BiopharmaCBIO | 0.7% | $29m | 1,630,000 | +9% |
| GE HealthCare TechnologiesGEHC | 0.7% | $29m | 450,000 | +80% |
| InsmedINSM | 0.6% | $27m | 250,000 | New |
| Viking TherapeuticsVKTX | 0.6% | $27m | 680,000 | -26% |
| Beta BionicsBBNX | 0.6% | $25m | 1,600,000 | -28% |
| Regeneron PharmaceuticalsREGN | 0.6% | $25m | 40,000 | Held |
| Solid BiosciencesSLDB | 0.5% | $22m | 2,160,000 | -57% |
| Alto NeuroscienceANRO | 0.5% | $21m | 785,000 | -62% |
| First Tracks BiotherapeuticsTRAX | 0.5% | $20m | 1,013,000 | New |
| Lexeo TherapeuticsLXEO | 0.5% | $20m | 4,320,000 | -3% |
| SavaraSVRA | 0.4% | $17m | 2,720,000 | +5% |
| Damora Therapeutics | 0.3% | $15m | 575,000 | -4% |
| SpyGlass PharmaSGP | 0.3% | $15m | 670,000 | Held |
| Tectonic TherapeuticTECX | 0.3% | $15m | 425,000 | +30% |
| Avalo TherapeuticsAVTX | 0.3% | $14m | 775,000 | New |
| EvommuneEVMN | 0.3% | $13m | 1,000,000 | New |
| Kailera TherapeuticsKLRA | 0.3% | $13m | 575,000 | New |
| Anteris Technologies GlobalAVR | 0.2% | $10m | 1,010,000 | -12% |
| Zenas BioPharmaZBIO | 0.2% | $9m | 365,000 | +83% |
| Voyager TherapeuticsVYGR | 0.2% | $9m | 2,625,000 | -13% |
| OnKure TherapeuticsOKUR | 0.2% | $8m | 1,825,699 | Held |
| SurrozenSRZN | 0.2% | $8m | 304,669 | -10% |
| Monopar TherapeuticsMNPR | 0.2% | $7m | 75,727 | +16% |
| Zura BioZURA | 0.2% | $7m | 1,173,956 | +130% |
| Olema PharmaceuticalsOLMA | 0.1% | $5m | 418,551 | -2% |
| Palisade BIOPALI | 0.1% | $5m | 2,500,000 | Held |
| iBioIBIO | 0.1% | $5m | 2,600,000 | New |
| Sagimet BiosciencesSGMT | <0.1% | $4m | 535,452 | New |
| enGene TherapeuticsENGN | <0.1% | $3m | 1,667,430 | New |
| RezoluteRZLT | <0.1% | $2m | 382,999 | New |
| Nyxoah SANYXH | <0.1% | $1m | 843,461 | -3% |
| Tenax TherapeuticsTENX | <0.1% | $777,537 | 53,439 | Held |
| Aprea TherapeuticsAPRE | <0.1% | $280,805 | 350,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 125.3% since 30 June 2025.
Where the money is
Health care89.0%
Other11.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.