Vestal Point Capital, LP
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1974915.
- Reported value$4.28bn
- Positions68
Holdings: 68 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| BioMarin Pharmaceutical IncBMRN | COM | 09061G101 | 345 | 8.1% | 6,025,000 | Added+2,450,000 | |
| Neurocrine Biosciences IncNBIX | COM | 64125C109 | 317 | 7.4% | 1,880,000 | Added+630,000 | |
| Abivax SAABVX | SPONSORED ADS | 00370M103 | 313 | 7.3% | 2,349,443 | Added+849,443 | |
| United Therapeutics CorpUTHR | COM | 91307C102 | 236 | 5.5% | 435,000 | Added+360,000 | |
| Enliven Therapeutics IncELVN | COM | 29337E102 | 203 | 4.7% | 4,000,000 | Added+750,000 | |
| Nurix Therapeutics IncNRIX | COM | 67080M103 | 195 | 4.6% | 8,050,000 | Added+1,550,000 | |
| Bicara Therapeutics IncBCAX | COM | 055477103 | 156 | 3.6% | 5,250,000 | Reduced−175,000 | |
| Taysha Gene Therapies IncTSHA | COM SHS | 877619106 | 132 | 3.1% | 19,415,000 | Added+1,415,000 | |
| Arrowhead Pharmaceuticals IncARWR | COM | 04280A100 | 128 | 3.0% | 1,575,000 | Reduced−700,000 | |
| Abbott LaboratoriesABT | COM | 002824100 | 127 | 3.0% | 1,400,000 | New+1,400,000 | |
| Zimmer Biomet Holdings IncZBH | COM | 98956P102 | 121 | 2.8% | 1,400,000 | Added+1,210,000 | |
| Disc Medicine IncIRON | COM | 254604101 | 113 | 2.6% | 1,550,000 | Added+850,000 | |
| Monte Rosa Therapeutics IncGLUE | COM | 61225M102 | 111 | 2.6% | 4,600,000 | Added+996,535 | |
| Insulet CorpPODD | COM | 45784P101 | 102 | 2.4% | 670,000 | Added+619,399 | |
| Ascendis Pharma A/S | ORD SHS | K08588103 | 100 | 2.3% | 375,000 | New+375,000 | |
| AstraZeneca PLC | ORD | G0593M107 | 85.3 | 2.0% | 450,000 | Added+350,000 | |
| Sanofi SASNY | SPONSORED ADR | 80105N105 | 85.3 | 2.0% | 2,000,000 | Added+600,000 | |
| Revolution Medicines IncRVMD | COM | 76155X100 | 84.3 | 2.0% | 450,000 | Reduced−1,925,000 | |
| BioCryst Pharmaceuticals IncBCRX | COM | 09058V103 | 83.0 | 1.9% | 8,300,000 | Added+1,275,000 | |
| Dyne Therapeutics IncDYN | COM | 26818M108 | 75.0 | 1.8% | 3,375,000 | Reduced−625,000 | |
| Nektar TherapeuticsNKTR | COM NEW | 640268306 | 69.8 | 1.6% | 1,000,000 | Added+715,000 | |
| Globus Medical IncGMED | CL A | 379577208 | 67.2 | 1.6% | 850,000 | Added+239,480 | |
| Tarsus Pharmaceuticals IncTARS | COM | 87650L103 | 66.1 | 1.5% | 1,050,000 | Added+850,000 | |
| Immatics NV | SHS | N44445109 | 62.6 | 1.5% | 6,175,000 | Unchanged | |
| Trevi Therapeutics IncTRVI | COM | 89532M101 | 57.8 | 1.4% | 3,100,000 | Added+933,496 | |
| Immunocore Holdings PLCIMCR | ADS | 45258D105 | 57.2 | 1.3% | 1,800,000 | Reduced−966,868 | |
| Repligen CorpRGEN | COM | 759916109 | 54.6 | 1.3% | 400,000 | Reduced−525,000 | |
| Bristol-Myers Squibb CoBMY | COM | 110122108 | 46.1 | 1.1% | 800,000 | Reduced−200,000 | |
| uniQure NV | SHS | N90064101 | 43.1 | 1.0% | 935,000 | Added+576,004 | |
| Xenon Pharmaceuticals IncXENE | COM | 98420N105 | 42.3 | 1.0% | 700,000 | Added+60,100 | |
| Bright Minds Biosciences IncDRUG | COM NEW | 10919W405 | 38.3 | 0.9% | 545,000 | Added+52,681 | |
| Madrigal Pharmaceuticals IncMDGL | COM | 558868105 | 34.9 | 0.8% | 65,000 | Added+33,532 | |
| Alcon AG | ORD SHS | H01301128 | 33.6 | 0.8% | 500,000 | Reduced−300,000 | |
| Myriad Genetics IncMYGN | COM | 62855J104 | 32.7 | 0.8% | 5,735,000 | Added+4,087,000 | |
| Rapport Therapeutics IncRAPP | COM | 75383L102 | 30.4 | 0.7% | 730,000 | Reduced−706,229 | |
| Crescent Biopharma Inc | COM | G2545C104 | 29.3 | 0.7% | 1,630,000 | Added+130,000 | |
| GE HealthCare Technologies IncGEHC | COMMON STOCK | 36266G107 | 28.8 | 0.7% | 450,000 | Added+200,000 | |
| Insmed IncINSM | COM PAR $.01 | 457669307 | 26.7 | 0.6% | 250,000 | New+250,000 | |
| Viking Therapeutics IncVKTX | COM | 92686J106 | 26.5 | 0.6% | 680,000 | Reduced−234,147 | |
| Beta Bionics IncBBNX | COM | 08659B102 | 25.1 | 0.6% | 1,600,000 | Reduced−611,518 | |
| Regeneron Pharmaceuticals IncREGN | COM | 75886F107 | 24.9 | 0.6% | 40,000 | Unchanged | |
| Solid Biosciences IncSLDB | COM NEW | 83422E204 | 21.6 | 0.5% | 2,160,000 | Reduced−2,840,000 | |
| Alto Neuroscience IncANRO | COM SHS | 02157Q109 | 20.7 | 0.5% | 785,000 | Reduced−1,279,075 | |
| First Tracks Biotherapeutics ITRAX | ORD SHS | 337185102 | 20.4 | 0.5% | 1,013,000 | New+1,013,000 | |
| Lexeo Therapeutics IncLXEO | COM | 52886X107 | 20.1 | 0.5% | 4,320,000 | Reduced−155,000 | |
| Savara IncSVRA | COM | 805111101 | 16.8 | 0.4% | 2,720,000 | Added+119,948 | |
| Damora Therapeutics Inc | COM NEW | 36322Q206 | 15.0 | 0.3% | 575,000 | Reduced−25,000 | |
| SpyGlass Pharma IncSGP | COM SHS | 85220G109 | 14.9 | 0.3% | 670,000 | Added+3,240 | |
| Tectonic Therapeutic IncTECX | COM | 878972108 | 14.6 | 0.3% | 425,000 | Added+97,000 | |
| Avalo Therapeutics IncAVTX | COM NEW | 05338F306 | 14.3 | 0.3% | 775,000 | New+775,000 | |
| Evommune IncEVMN | COM SHS | 30054Y107 | 13.3 | 0.3% | 1,000,000 | New+1,000,000 | |
| Kailera Therapeutics IncKLRA | COMMON STOCK | 482931102 | 12.7 | 0.3% | 575,000 | New+575,000 | |
| Anteris Technologies Global CoAVR | COM | 03675P102 | 9.9 | 0.2% | 1,010,000 | Reduced−134,780 | |
| Zenas Biopharma IncZBIO | COM | 98937L105 | 9.3 | 0.2% | 365,000 | Added+165,000 | |
| Voyager Therapeutics IncVYGR | COM | 92915B106 | 9.2 | 0.2% | 2,625,000 | Reduced−377,936 | |
| OnKure Therapeutics IncOKUR | COM CL A | 68277Q105 | 8.3 | 0.2% | 1,825,699 | Reduced−14,120 | |
| Surrozen IncSRZN | COM NEW | 86889P208 | 7.9 | 0.2% | 304,669 | Reduced−33,942 | |
| Monopar Therapeutics IncMNPR | COM NEW | 61023L207 | 7.0 | 0.2% | 75,727 | Added+10,309 | |
| Zura Bio Ltd | CLASS A ORD SHS | G9TY5A101 | 6.9 | 0.2% | 1,173,956 | Added+662,956 | |
| Olema Pharmaceuticals IncOLMA | COM | 68062P106 | 5.2 | 0.1% | 418,551 | Reduced−10,000 | |
| Palisade Bio IncPALI | COM | 696389402 | 5.2 | 0.1% | 2,500,000 | Unchanged | |
| iBio IncIBIO | COM NEW | 451033708 | 4.6 | 0.1% | 2,600,000 | New+2,600,000 | |
| Sagimet Biosciences IncSGMT | COM SER A | 786700104 | 4.1 | <0.1% | 535,452 | New+535,452 | |
| enGene Therapeutics IncENGN | COM | 29286X101 | 2.9 | <0.1% | 1,667,430 | New+1,667,430 | |
| Rezolute IncRZLT | COM NEW | 76200L309 | 2.0 | <0.1% | 382,999 | New+382,999 | |
| Nyxoah SA | SHS | B6S7WD106 | 1.4 | <0.1% | 843,461 | Reduced−25,200 | |
| Tenax Therapeutics IncTENX | COM NEW | 88032L605 | 0.8 | <0.1% | 53,439 | Unchanged | |
| Aprea Therapeutics IncAPRE | COM NEW | 03836J201 | 0.3 | <0.1% | 350,000 | Unchanged |
Sold out: 33 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Absci CorpABSI | COM | 00091E109 | 0.0 | 0.0% | 0 | Sold out−232,219 | |
| Agios Pharmaceuticals IncAGIO | COM | 00847X104 | 0.0 | 0.0% | 0 | Sold out−450,000 | |
| Apogee Therapeutics Inc | COM | 03770N101 | 0.0 | 0.0% | 0 | Sold out−1,100,000 | |
| Arvinas IncARVN | COM | 04335A105 | 0.0 | 0.0% | 0 | Sold out−905,465 | |
| Ascendis Pharma A/S | SPONSORED ADR | 04351P101 | 0.0 | 0.0% | 0 | Sold out−375,000 | |
| Boston Scientific CorpBSX | COM | 101137107 | 0.0 | 0.0% | 0 | Sold out−800,000 | |
| Candel Therapeutics IncCADL | COM | 137404109 | 0.0 | 0.0% | 0 | Sold out−1,125,000 | |
| Celldex Therapeutics IncCLDX | COM NEW | 15117B202 | 0.0 | 0.0% | 0 | Sold out−1,224,165 | |
| Cogent Biosciences IncCOGT | COM | 19240Q201 | 0.0 | 0.0% | 0 | Sold out−1,230,888 | |
| Cytokinetics IncCYTK | COM NEW | 23282W605 | 0.0 | 0.0% | 0 | Sold out−300,000 | |
| Denali Therapeutics IncDNLI | COM | 24823R105 | 0.0 | 0.0% | 0 | Sold out−1,773,326 | |
| enGene Therapeutics Inc | COM | 29286M105 | 0.0 | 0.0% | 0 | Sold out−2,165,000 | |
| Fulcrum Therapeutics IncFULC | COM | 359616109 | 0.0 | 0.0% | 0 | Sold out−1,100,000 | |
| GeneDx Holdings CorpWGS | COM CL A | 81663L200 | 0.0 | 0.0% | 0 | Sold out−250,000 | |
| Geron CorpGERN | COM | 374163103 | 0.0 | 0.0% | 0 | Sold out−2,540,000 | |
| Inspire Medical Systems IncINSP | COM | 457730109 | 0.0 | 0.0% | 0 | Sold out−539,269 | |
| KalVista Pharmaceuticals Inc | COM | 483497103 | 0.0 | 0.0% | 0 | Sold out−1,850,000 | |
| MacroGenics IncMGNX | COM | 556099109 | 0.0 | 0.0% | 0 | Sold out−280,000 | |
| MapLight Therapeutics IncMPLT | COM | 56565P103 | 0.0 | 0.0% | 0 | Sold out−420,000 | |
| Novocure Ltd | ORD SHS | G6674U108 | 0.0 | 0.0% | 0 | Sold out−250,000 | |
| Nuvalent Inc | COM | 670703107 | 0.0 | 0.0% | 0 | Sold out−481,715 | |
| Passage Bio IncPASG | COM NEW | 702712209 | 0.0 | 0.0% | 0 | Sold out−305,000 | |
| Protagonist Therapeutics IncPTGX | COM | 74366E102 | 0.0 | 0.0% | 0 | Sold out−326,159 | |
| REGENXBIO IncRGNX | COM | 75901B107 | 0.0 | 0.0% | 0 | Sold out−108,525 | |
| Scholar Rock Holding CorpSRRK | COM | 80706P103 | 0.0 | 0.0% | 0 | Sold out−1,324,422 | |
| Soleno Therapeutics Inc | COM | 834203309 | 0.0 | 0.0% | 0 | Sold out−730,000 | |
| Terns Pharmaceuticals Inc | COM | 880881107 | 0.0 | 0.0% | 0 | Sold out−1,000,000 | |
| Tyra Biosciences IncTYRA | COM | 90240B106 | 0.0 | 0.0% | 0 | Sold out−54,000 | |
| UroGen Pharma Ltd | COM | M96088105 | 0.0 | 0.0% | 0 | Sold out−139,079 | |
| Veracyte IncVCYT | COM | 92337F107 | 0.0 | 0.0% | 0 | Sold out−130,687 | |
| Vera Therapeutics IncVERA | CL A | 92337R101 | 0.0 | 0.0% | 0 | Sold out−1,368,159 | |
| Waters CorpWAT | COM | 941848103 | 0.0 | 0.0% | 0 | Sold out−100,000 | |
| West Pharmaceutical Services IWST | COM | 955306105 | 0.0 | 0.0% | 0 | Sold out−75,000 |
Source: SEC EDGAR, Form 13F-HR, accession 0001974915-26-000005 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.