Institutional Fund
Vestal Point Capital, LP
New York, NYCIK 19749155 filings on record
Portfolio Value
$3.58B
Q1 2026
Holdings
90
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+31.2%
from $2.73B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Revolution Medicines Inc6.5%
- Biomarin Pharmaceutical Inc5.6%
- Abivax SA4.7%
- Neurocrine Biosciences Inc4.6%
- Arrowhead Pharmaceuticals In4.0%
- Enliven Therapeutics Inc3.6%
- Other71.1%
Portfolio Holdings
90 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Revolution Medicines Inc | 2.38M | $230.97M | 6.5% | +2.08M | Added |
| 2 | Biomarin Pharmaceutical Inc | 3.58M | $201.95M | 5.6% | +575.0K | Added |
| 3 | Abivax SA | 1.50M | $167.03M | 4.7% | −400.0K | Reduced |
| 4 | Neurocrine Biosciences Inc | 1.25M | $164.68M | 4.6% | +1.25M | New |
| 5 | Arrowhead Pharmaceuticals In | 2.27M | $142.64M | 4.0% | +1.38M | Added |
| 6 | Enliven Therapeutics Inc | 3.25M | $127.40M | 3.6% | −580.0K | Reduced |
| 7 | Repligen Corp | 925.0K | $108.98M | 3.0% | +842.0K | Added |
| 8 | Bicara Therapeutics Inc | 5.42M | $107.90M | 3.0% | +1.85M | Added |
| 9 | Nurix Therapeutics Inc | 6.50M | $100.75M | 2.8% | +1.81M | Added |
| 10 | Apogee Therapeutics Inc | 1.10M | $92.59M | 2.6% | +550.0K | Added |
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