# Vestal Point Capital, LP: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1974915.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $4.28bn
- Positions: 68 (68 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1974915/000197491526000005/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BioMarin Pharmaceutical Inc (BMRN)](/companies/bmrn.md) | COM | $344.8m | 8.1% | 6,025,000 |  | Added +2,450,000 |
| [Neurocrine Biosciences Inc (NBIX)](/companies/nbix.md) | COM | $316.8m | 7.4% | 1,880,000 |  | Added +630,000 |
| [Abivax SA (ABVX)](/companies/abvx.md) | SPONSORED ADS | $313.1m | 7.3% | 2,349,443 |  | Added +849,443 |
| [United Therapeutics Corp (UTHR)](/companies/uthr.md) | COM | $235.7m | 5.5% | 435,000 |  | Added +360,000 |
| [Enliven Therapeutics Inc (ELVN)](/companies/elvn.md) | COM | $203.0m | 4.7% | 4,000,000 |  | Added +750,000 |
| [Nurix Therapeutics Inc (NRIX)](/companies/nrix.md) | COM | $195.3m | 4.6% | 8,050,000 |  | Added +1,550,000 |
| [Bicara Therapeutics Inc (BCAX)](/companies/bcax.md) | COM | $155.9m | 3.6% | 5,250,000 |  | Reduced −175,000 |
| [Taysha Gene Therapies Inc (TSHA)](/companies/tsha.md) | COM SHS | $132.2m | 3.1% | 19,415,000 |  | Added +1,415,000 |
| [Arrowhead Pharmaceuticals Inc (ARWR)](/companies/arwr.md) | COM | $128.4m | 3.0% | 1,575,000 |  | Reduced −700,000 |
| [Abbott Laboratories (ABT)](/companies/abt.md) | COM | $127.0m | 3.0% | 1,400,000 |  | New +1,400,000 |
| [Zimmer Biomet Holdings Inc (ZBH)](/companies/zbh.md) | COM | $120.5m | 2.8% | 1,400,000 |  | Added +1,210,000 |
| [Disc Medicine Inc (IRON)](/companies/iron.md) | COM | $113.4m | 2.6% | 1,550,000 |  | Added +850,000 |
| [Monte Rosa Therapeutics Inc (GLUE)](/companies/glue.md) | COM | $111.3m | 2.6% | 4,600,000 |  | Added +996,535 |
| [Insulet Corp (PODD)](/companies/podd.md) | COM | $102.0m | 2.4% | 670,000 |  | Added +619,399 |
| Ascendis Pharma A/S | ORD SHS | $100.0m | 2.3% | 375,000 |  | New +375,000 |
| AstraZeneca PLC | ORD | $85.3m | 2.0% | 450,000 |  | Added +350,000 |
| [Sanofi SA (SNY)](/companies/sny.md) | SPONSORED ADR | $85.3m | 2.0% | 2,000,000 |  | Added +600,000 |
| [Revolution Medicines Inc (RVMD)](/companies/rvmd.md) | COM | $84.3m | 2.0% | 450,000 |  | Reduced −1,925,000 |
| [BioCryst Pharmaceuticals Inc (BCRX)](/companies/bcrx.md) | COM | $83.0m | 1.9% | 8,300,000 |  | Added +1,275,000 |
| [Dyne Therapeutics Inc (DYN)](/companies/dyn.md) | COM | $75.0m | 1.8% | 3,375,000 |  | Reduced −625,000 |
| [Nektar Therapeutics (NKTR)](/companies/nktr.md) | COM NEW | $69.8m | 1.6% | 1,000,000 |  | Added +715,000 |
| [Globus Medical Inc (GMED)](/companies/gmed.md) | CL A | $67.2m | 1.6% | 850,000 |  | Added +239,480 |
| [Tarsus Pharmaceuticals Inc (TARS)](/companies/tars.md) | COM | $66.1m | 1.5% | 1,050,000 |  | Added +850,000 |
| Immatics NV | SHS | $62.6m | 1.5% | 6,175,000 |  | Unchanged |
| [Trevi Therapeutics Inc (TRVI)](/companies/trvi.md) | COM | $57.8m | 1.4% | 3,100,000 |  | Added +933,496 |
| [Immunocore Holdings PLC (IMCR)](/companies/imcr.md) | ADS | $57.1m | 1.3% | 1,800,000 |  | Reduced −966,868 |
| [Repligen Corp (RGEN)](/companies/rgen.md) | COM | $54.6m | 1.3% | 400,000 |  | Reduced −525,000 |
| [Bristol-Myers Squibb Co (BMY)](/companies/bmy.md) | COM | $46.1m | 1.1% | 800,000 |  | Reduced −200,000 |
| uniQure NV | SHS | $43.1m | 1.0% | 935,000 |  | Added +576,004 |
| [Xenon Pharmaceuticals Inc (XENE)](/companies/xene.md) | COM | $42.3m | 1.0% | 700,000 |  | Added +60,100 |
| [Bright Minds Biosciences Inc (DRUG)](/companies/drug.md) | COM NEW | $38.3m | 0.9% | 545,000 |  | Added +52,681 |
| [Madrigal Pharmaceuticals Inc (MDGL)](/companies/mdgl.md) | COM | $34.9m | 0.8% | 65,000 |  | Added +33,532 |
| Alcon AG | ORD SHS | $33.5m | 0.8% | 500,000 |  | Reduced −300,000 |
| [Myriad Genetics Inc (MYGN)](/companies/mygn.md) | COM | $32.7m | 0.8% | 5,735,000 |  | Added +4,087,000 |
| [Rapport Therapeutics Inc (RAPP)](/companies/rapp.md) | COM | $30.4m | 0.7% | 730,000 |  | Reduced −706,229 |
| Crescent Biopharma Inc | COM | $29.3m | 0.7% | 1,630,000 |  | Added +130,000 |
| [GE HealthCare Technologies Inc (GEHC)](/companies/gehc.md) | COMMON STOCK | $28.8m | 0.7% | 450,000 |  | Added +200,000 |
| [Insmed Inc (INSM)](/companies/insm.md) | COM PAR $.01 | $26.7m | 0.6% | 250,000 |  | New +250,000 |
| [Viking Therapeutics Inc (VKTX)](/companies/vktx.md) | COM | $26.5m | 0.6% | 680,000 |  | Reduced −234,147 |
| [Beta Bionics Inc (BBNX)](/companies/bbnx.md) | COM | $25.1m | 0.6% | 1,600,000 |  | Reduced −611,518 |
| [Regeneron Pharmaceuticals Inc (REGN)](/companies/regn.md) | COM | $24.9m | 0.6% | 40,000 |  | Unchanged |
| [Solid Biosciences Inc (SLDB)](/companies/sldb.md) | COM NEW | $21.6m | 0.5% | 2,160,000 |  | Reduced −2,840,000 |
| [Alto Neuroscience Inc (ANRO)](/companies/anro.md) | COM SHS | $20.7m | 0.5% | 785,000 |  | Reduced −1,279,075 |
| [First Tracks Biotherapeutics I (TRAX)](/companies/trax.md) | ORD SHS | $20.4m | 0.5% | 1,013,000 |  | New +1,013,000 |
| [Lexeo Therapeutics Inc (LXEO)](/companies/lxeo.md) | COM | $20.1m | 0.5% | 4,320,000 |  | Reduced −155,000 |
| [Savara Inc (SVRA)](/companies/svra.md) | COM | $16.8m | 0.4% | 2,720,000 |  | Added +119,948 |
| Damora Therapeutics Inc | COM NEW | $15.0m | 0.3% | 575,000 |  | Reduced −25,000 |
| [SpyGlass Pharma Inc (SGP)](/companies/sgp.md) | COM SHS | $14.9m | 0.3% | 670,000 |  | Added +3,240 |
| [Tectonic Therapeutic Inc (TECX)](/companies/tecx.md) | COM | $14.6m | 0.3% | 425,000 |  | Added +97,000 |
| [Avalo Therapeutics Inc (AVTX)](/companies/avtx.md) | COM NEW | $14.3m | 0.3% | 775,000 |  | New +775,000 |
| [Evommune Inc (EVMN)](/companies/evmn.md) | COM SHS | $13.3m | 0.3% | 1,000,000 |  | New +1,000,000 |
| [Kailera Therapeutics Inc (KLRA)](/companies/klra.md) | COMMON STOCK | $12.7m | 0.3% | 575,000 |  | New +575,000 |
| [Anteris Technologies Global Co (AVR)](/companies/avr.md) | COM | $9.9m | 0.2% | 1,010,000 |  | Reduced −134,780 |
| [Zenas Biopharma Inc (ZBIO)](/companies/zbio.md) | COM | $9.3m | 0.2% | 365,000 |  | Added +165,000 |
| [Voyager Therapeutics Inc (VYGR)](/companies/vygr.md) | COM | $9.2m | 0.2% | 2,625,000 |  | Reduced −377,936 |
| [OnKure Therapeutics Inc (OKUR)](/companies/okur.md) | COM CL A | $8.3m | 0.2% | 1,825,699 |  | Reduced −14,120 |
| [Surrozen Inc (SRZN)](/companies/srzn.md) | COM NEW | $7.9m | 0.2% | 304,669 |  | Reduced −33,942 |
| [Monopar Therapeutics Inc (MNPR)](/companies/mnpr.md) | COM NEW | $7.0m | 0.2% | 75,727 |  | Added +10,309 |
| Zura Bio Ltd | CLASS A ORD SHS | $6.9m | 0.2% | 1,173,956 |  | Added +662,956 |
| [Olema Pharmaceuticals Inc (OLMA)](/companies/olma.md) | COM | $5.2m | 0.1% | 418,551 |  | Reduced −10,000 |
| [Palisade Bio Inc (PALI)](/companies/pali.md) | COM | $5.2m | 0.1% | 2,500,000 |  | Unchanged |
| [iBio Inc (IBIO)](/companies/ibio.md) | COM NEW | $4.5m | 0.1% | 2,600,000 |  | New +2,600,000 |
| [Sagimet Biosciences Inc (SGMT)](/companies/sgmt.md) | COM SER A | $4.1m | <0.1% | 535,452 |  | New +535,452 |
| [enGene Therapeutics Inc (ENGN)](/companies/engn.md) | COM | $2.9m | <0.1% | 1,667,430 |  | New +1,667,430 |
| [Rezolute Inc (RZLT)](/companies/rzlt.md) | COM NEW | $2.0m | <0.1% | 382,999 |  | New +382,999 |
| Nyxoah SA | SHS | $1.4m | <0.1% | 843,461 |  | Reduced −25,200 |
| [Tenax Therapeutics Inc (TENX)](/companies/tenx.md) | COM NEW | $777.5k | <0.1% | 53,439 |  | Unchanged |
| [Aprea Therapeutics Inc (APRE)](/companies/apre.md) | COM NEW | $280.8k | <0.1% | 350,000 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [Absci Corp (ABSI)](/companies/absi.md) | COM | $0 | 0.0% | 0 |  | Sold out −232,219 |
| [Agios Pharmaceuticals Inc (AGIO)](/companies/agio.md) | COM | $0 | 0.0% | 0 |  | Sold out −450,000 |
| Apogee Therapeutics Inc | COM | $0 | 0.0% | 0 |  | Sold out −1,100,000 |
| [Arvinas Inc (ARVN)](/companies/arvn.md) | COM | $0 | 0.0% | 0 |  | Sold out −905,465 |
| Ascendis Pharma A/S | SPONSORED ADR | $0 | 0.0% | 0 |  | Sold out −375,000 |
| [Boston Scientific Corp (BSX)](/companies/bsx.md) | COM | $0 | 0.0% | 0 |  | Sold out −800,000 |
| [Candel Therapeutics Inc (CADL)](/companies/cadl.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,125,000 |
| [Celldex Therapeutics Inc (CLDX)](/companies/cldx.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −1,224,165 |
| [Cogent Biosciences Inc (COGT)](/companies/cogt.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,230,888 |
| [Cytokinetics Inc (CYTK)](/companies/cytk.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −300,000 |
| [Denali Therapeutics Inc (DNLI)](/companies/dnli.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,773,326 |
| enGene Therapeutics Inc | COM | $0 | 0.0% | 0 |  | Sold out −2,165,000 |
| [Fulcrum Therapeutics Inc (FULC)](/companies/fulc.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,100,000 |
| [GeneDx Holdings Corp (WGS)](/companies/wgs.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −250,000 |
| [Geron Corp (GERN)](/companies/gern.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,540,000 |
| [Inspire Medical Systems Inc (INSP)](/companies/insp.md) | COM | $0 | 0.0% | 0 |  | Sold out −539,269 |
| KalVista Pharmaceuticals Inc | COM | $0 | 0.0% | 0 |  | Sold out −1,850,000 |
| [MacroGenics Inc (MGNX)](/companies/mgnx.md) | COM | $0 | 0.0% | 0 |  | Sold out −280,000 |
| [MapLight Therapeutics Inc (MPLT)](/companies/mplt.md) | COM | $0 | 0.0% | 0 |  | Sold out −420,000 |
| Novocure Ltd | ORD SHS | $0 | 0.0% | 0 |  | Sold out −250,000 |
| Nuvalent Inc | COM | $0 | 0.0% | 0 |  | Sold out −481,715 |
| [Passage Bio Inc (PASG)](/companies/pasg.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −305,000 |
| [Protagonist Therapeutics Inc (PTGX)](/companies/ptgx.md) | COM | $0 | 0.0% | 0 |  | Sold out −326,159 |
| [REGENXBIO Inc (RGNX)](/companies/rgnx.md) | COM | $0 | 0.0% | 0 |  | Sold out −108,525 |
| [Scholar Rock Holding Corp (SRRK)](/companies/srrk.md) | COM | $0 | 0.0% | 0 |  | Sold out −1,324,422 |
| Soleno Therapeutics Inc | COM | $0 | 0.0% | 0 |  | Sold out −730,000 |
| Terns Pharmaceuticals Inc | COM | $0 | 0.0% | 0 |  | Sold out −1,000,000 |
| [Tyra Biosciences Inc (TYRA)](/companies/tyra.md) | COM | $0 | 0.0% | 0 |  | Sold out −54,000 |
| UroGen Pharma Ltd | COM | $0 | 0.0% | 0 |  | Sold out −139,079 |
| [Veracyte Inc (VCYT)](/companies/vcyt.md) | COM | $0 | 0.0% | 0 |  | Sold out −130,687 |
| [Vera Therapeutics Inc (VERA)](/companies/vera.md) | CL A | $0 | 0.0% | 0 |  | Sold out −1,368,159 |
| [Waters Corp (WAT)](/companies/wat.md) | COM | $0 | 0.0% | 0 |  | Sold out −100,000 |
| [West Pharmaceutical Services I (WST)](/companies/wst.md) | COM | $0 | 0.0% | 0 |  | Sold out −75,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001974915-26-000005. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.