Vestal Point Capital, LP
CIK 1974915
13F filing for Q2 2026・No. 1,016
- Holdings
- US$4.28B
- Quarter change
- +US$702.64M
- Entries
- 68
- Net bought (estimate)
- +US$53.11M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 33
- Cut 21
- Added 31
- Corporate actions 0
- Unchanged 5
Largest holdings
68 stocks worth US$4.28B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BMRNBioMarin Pharmaceutical IncCOM | Added | 6,025,000 | US$344.75M | 8.06% |
| NBIXNeurocrine Biosciences IncCOM | Added | 1,880,000 | US$316.85M | 7.40% |
| Abivax SASPONSORED ADS | Added | 2,349,443 | US$313.09M | 7.32% |
| UTHRUnited Therapeutics CorpCOM | Added | 435,000 | US$235.7M | 5.51% |
| ELVNEnliven Therapeutics IncCOM | Added | 4,000,000 | US$203M | 4.74% |
| NRIXNurix Therapeutics IncCOM | Added | 8,050,000 | US$195.29M | 4.56% |
| Bicara Therapeutics IncCOM | Cut | 5,250,000 | US$155.87M | 3.64% |
| Taysha Gene Therapies IncCOM SHS | Added | 19,415,000 | US$132.22M | 3.09% |
| ARWRArrowhead Pharmaceuticals IncCOM | Cut | 1,575,000 | US$128.38M | 3.00% |
| ABTAbbott LaboratoriesCOM | New | 1,400,000 | US$127.04M | 2.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.