13FBOX
Vestal Point Capital, LP · 13F Holdings
Options Calculator Rankings

Vestal Point Capital, LP

No.1066 Data as of 2026Q2
Latest AUM (Q2 2026)
$4.28B
QoQ Change Q1 2026
+$702.6M+19.6%
Holdings
68
New Buys
10
Adds
31
Reduces
21
Exits
32
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BIOMARIN PHARMACEUTICAL INCBMRN
8.06%5.65%$344.8M6.0M$202.0M3.6M+2.5M+68.53%Add
NEUROCRINE BIOSCIENCES INCNBIX
7.4%4.6%$316.8M1.9M$164.7M1.3M+630,000+50.40%Add
ABIVAX SAABVX
7.32%4.67%$313.1M2.3M$167.0M1.5M+849,443+56.63%Add
UNITED THERAPEUTICS CORP DELUTHR
5.51%1.24%$235.7M435,000$44.5M75,000+360,000+480.00%Add
EENLIVEN THERAPEUTICS INCELVN
4.74%3.56%$203.0M4.0M$127.4M3.3M+750,000+23.08%Add
NURIX THERAPEUTICS INCNRIX
4.56%2.82%$195.3M8.1M$100.8M6.5M+1.6M+23.85%Add
BBICARA THERAPEUTICS INCBCAX
3.64%3.02%$155.9M5.3M$107.9M5.4M-175,000-3.23%Reduce
TAYSHA GENE THERAPIES INCTSHA
3.09%2.25%$132.2M19.4M$80.5M18.0M+1.4M+7.86%Add
ARROWHEAD PHARMACEUTICALS INARWR
3%3.99%$128.4M1.6M$142.6M2.3M-700,000-30.77%Reduce
ABBOTT LABORATORIESABT
2.97%$127.0M1.4M$00+1.4MNew Buy
ZIMMER BIOMET HOLDINGS INCZBH
2.82%0.48%$120.5M1.4M$17.2M190,000+1.2M+636.84%Add
DISC MEDICINE INCIRON
2.65%1.25%$113.4M1.6M$44.8M700,000+850,000+121.43%Add
MMONTE ROSA THERAPEUTICS INCGLUE
2.6%1.66%$111.3M4.6M$59.3M3.6M+996,535+27.65%Add
INSULET CORPPODD
2.38%0.3%$102.0M670,000$10.6M50,601+619,399+1,224.08%Add
AASCENDIS PHARMA A/S SPONSORED ADRASND
2.34%2.4%$100.0M375,000$85.8M375,00000.00%Unchanged
ASTRAZENECA PLCAZN
1.99%0.55%$85.3M450,000$19.7M100,000+350,000+350.00%Add
SSANOFI SA SPONSORED ADRSNY
1.99%1.89%$85.3M2.0M$67.5M1.4M+600,000+42.86%Add
RREVOLUTION MEDICINES INC COMRVMD
1.97%6.46%$84.3M450,000$231.0M2.4M-1.9M-81.05%Reduce
BIOCRYST PHARMACEUTICALS INCBCRX
1.94%1.87%$83.0M8.3M$66.9M7.0M+1.3M+18.15%Add
DDYNE THERAPEUTICS INCDYN
1.75%2.03%$75.0M3.4M$72.5M4.0M-625,000-15.63%Reduce
NEKTAR THERAPEUTICS COM NEWNKTR
1.63%0.57%$69.8M1.0M$20.5M285,000+715,000+250.88%Add
GLOBUS MED INCGMED
1.57%1.47%$67.2M850,000$52.6M610,520+239,480+39.23%Add
TTARSUS PHARMACEUTICALS INCTARS
1.54%0.39%$66.1M1.1M$14.0M200,000+850,000+425.00%Add
IMMATICS N.VIMTX
1.46%1.7%$62.6M6.2M$60.8M6.2M00.00%Unchanged
TREVI THERAPEUTICS INCTRVI
1.35%0.72%$57.8M3.1M$25.8M2.2M+933,496+43.09%Add
IIMMUNOCORE HLDGS PLCIMCR
1.34%2.33%$57.2M1.8M$83.4M2.8M-966,868-34.94%Reduce
RREPLIGEN CORPRGEN
1.28%3.05%$54.6M400,000$109.0M925,000-525,000-56.76%Reduce
BRISTOL-MYERS SQUIBB COBMY
1.08%1.7%$46.1M800,000$60.7M1.0M-200,000-20.00%Reduce
UNIQURE NVQURE
1.01%0.16%$43.1M935,000$5.9M358,996+576,004+160.45%Add
XENON PHARMACEUTICALS INCXENE
0.99%1.04%$42.3M700,000$37.2M639,900+60,100+9.39%Add
BBRIGHT MINDS BIOSCIENCES INCDRUG
0.89%1%$38.3M545,000$35.9M492,319+52,681+10.70%Add
MADRIGAL PHARMACEUTICALS INCMDGL
0.82%0.46%$34.9M65,000$16.5M31,468+33,532+106.56%Add
ALCON AG ORD SHSALC
0.78%1.69%$33.6M500,000$60.3M800,000-300,000-37.50%Reduce
MMYRIAD GENETICS INC COMMYGN
0.77%0.21%$32.7M5.7M$7.4M1.6M+4.1M+248.00%Add
RRAPPORT THERAPEUTICS INCRAPP
0.71%1.26%$30.4M730,000$44.9M1.4M-706,229-49.17%Reduce
CCrescent Biopharma IncCBIO
0.69%0.77%$29.3M1.6M$27.6M1.5M+130,000+8.67%Add
GGE HEALTHCARE TECHNOLOGIES IGEHC
0.67%0.5%$28.8M450,000$17.8M250,000+200,000+80.00%Add
INSMED INCINSM
0.62%$26.7M250,000$00+250,000New Buy
VVIKING THERAPEUTICS INCVKTX
0.62%0.83%$26.5M680,000$29.7M914,147-234,147-25.61%Reduce
BBETA BIONICS INCBBNX
0.59%0.62%$25.1M1.6M$22.2M2.2M-611,518-27.65%Reduce
REGENERON PHARMACEUTICALSREGN
0.58%0.86%$24.9M40,000$30.9M40,00000.00%Unchanged
SOLID BIOSCIENCES INCSLDB
0.5%1.01%$21.6M2.2M$36.0M5.0M-2.8M-56.80%Reduce
AALTO NEUROSCIENCE INC COM SHSANRO
0.48%1.3%$20.7M785,000$46.4M2.1M-1.3M-61.97%Reduce
FFIRST TRACKS BIOTHERAPEUTICSTRAX
0.48%$20.4M1.0M$00+1.0MNew Buy
LEXEO THERAPEUTICS INCLXEO
0.47%0.72%$20.1M4.3M$25.7M4.5M-155,000-3.46%Reduce
SSAVARA INCSVRA
0.39%0.4%$16.8M2.7M$14.2M2.6M+119,948+4.61%Add
DDAMORA THERAPEUTICS INCDMRA
0.35%0.43%$15.0M575,000$15.5M600,000-25,000-4.17%Reduce
SSPYGLASS PHARMA INCSGP
0.35%0.48%$14.9M670,000$17.3M666,760+3,240+0.49%Add
TECTONIC THERAPEUTIC INC COMTECX
0.34%0.28%$14.6M425,000$10.1M328,000+97,000+29.57%Add
AVALO THERAPEUTICSAVTX
0.33%$14.3M775,000$00+775,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow