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Vestal Point Capital, LP
hedge fundUpdated 27 days agoManaged by Vestal Point Capital, Lp • Latest filing Q2 2026
Portfolio value
$4.3B
Q2 2026
Filings
11
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
76.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 11 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2023 | $944M |
| Q1 2024 | $1.2B |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.3B |
| Q4 2024 | $1.7B |
| Q1 2025 | $1.4B |
| Q2 2025 | $1.9B |
| Q3 2025 | $2.2B |
| Q4 2025 | $2.9B |
| Q1 2026 | $3.6B |
| Q2 2026 | $4.3B |
Top holdings
68 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BMRN BioMarin Pharmaceutical Inc | $344.8M | 6.03M | 8.06% | — |
| 2 | N NBIX Neurocrine Biosciences Inc | $316.8M | 1.88M | 7.40% | — |
| 3 | A AAVXF Abivax SA | $313.1M | 2.35M | 7.32% | — |
| 4 | U UTHR United Therapeutics Corp | $235.7M | 435.0K | 5.51% | — |
| 5 | E ELVN Enliven Therapeutics Inc | $203M | 4.00M | 4.74% | — |
| 6 | N NRIX Nurix Therapeutics Inc | $195.3M | 8.05M | 4.56% | — |
| 7 | B BCAX Bicara Therapeutics Inc | $155.9M | 5.25M | 3.64% | — |
| 8 | T TSHA Taysha Gene Therapies Inc | $132.2M | 19.41M | 3.09% | — |
| 9 | A ARWR Arrowhead Pharmaceuticals Inc | $128.4M | 1.57M | 3.00% | — |
| 10 | A ABT Abbott Laboratories | $127M | 1.40M | 2.97% | — |
| 11 | Z ZBH Zimmer Biomet Holdings Inc | $120.5M | 1.40M | 2.82% | — |
| 12 | I IRON Disc Medicine Inc | $113.4M | 1.55M | 2.65% | — |
| 13 | M MNST Monte Rosa Therapeutics Inc | $111.3M | 4.60M | 2.60% | — |
| 14 | P PODD Insulet Corp | $102M | 670.0K | 2.38% | — |
| 15 | A ASND Ascendis Pharma A/S | $100M | 375.0K | 2.34% | — |
| 16 | A AZN AstraZeneca PLC | $85.3M | 450.0K | 1.99% | — |
| 17 | S SNYNF Sanofi SA | $85.3M | 2.00M | 1.99% | — |
| 18 | R RVMDW Revolution Medicines Inc | $84.3M | 450.0K | 1.97% | — |
| 19 | B BCRX BioCryst Pharmaceuticals Inc | $83M | 8.30M | 1.94% | — |
| 20 | D DYN Dyne Therapeutics Inc | $75M | 3.38M | 1.75% | — |