13F filings
Vestal Point Capital
$3.6B to $4.3B. Includes price moves and buying or selling; not the fund's return.
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Sector mix of the disclosed holdings
by disclosed valueLargest holdings
50 largest of 68 positions| Holding | Value | Shares | % of 13F value |
|---|---|---|---|
| BMRNBioMarin Pharmaceutical | $344.8M | 6,025,000 | 8.1% |
| NBIXNeurocrine Biosciences | $316.8M | 1,880,000 | 7.4% |
| ABVXAbivax | $313.1M | 2,349,443 | 7.3% |
| UTHRUnited Therapeutics | $235.7M | 435,000 | 5.5% |
| ELVNEnliven Therapeutics | $203.0M | 4,000,000 | 4.7% |
| NRIXNurix Therapeutics | $195.3M | 8,050,000 | 4.6% |
| BCAXBicara Therapeutics | $155.9M | 5,250,000 | 3.6% |
| TSHATaysha Gene Therapies | $132.2M | 19,415,000 | 3.1% |
| ARWRArrowhead Pharmaceuticals | $128.4M | 1,575,000 | 3.0% |
| ABTAbbott Laboratories | $127.0M | 1,400,000 | 3.0% |
| ZBHZimmer Biomet Holdings | $120.5M | 1,400,000 | 2.8% |
| IRONDisc Medicine | $113.4M | 1,550,000 | 2.6% |
| GLUEMonte Rosa Therapeutics | $111.3M | 4,600,000 | 2.6% |
| PODDInsulet | $102.0M | 670,000 | 2.4% |
| ASNDAscendis Pharma A/S | $100.0M | 375,000 | 2.3% |
| AZNAstraZeneca | $85.3M | 450,000 | 2.0% |
| SNYSanofi | $85.3M | 2,000,000 | 2.0% |
| RVMDRevolution Medicines | $84.3M | 450,000 | 2.0% |
| BCRXBioCryst Pharmaceuticals | $83.0M | 8,300,000 | 1.9% |
| DYNDyne Therapeutics | $75.0M | 3,375,000 | 1.8% |
| NKTRNektar Therapeutics | $69.8M | 1,000,000 | 1.6% |
| GMEDGlobus Medical | $67.2M | 850,000 | 1.6% |
| TARSTarsus Pharmaceuticals | $66.1M | 1,050,000 | 1.5% |
| IMTXImmatics | $62.6M | 6,175,000 | 1.5% |
| TRVITrevi Therapeutics | $57.8M | 3,100,000 | 1.4% |
| IMCRImmunocore Holdings | $57.1M | 1,800,000 | 1.3% |
| RGENRepligen | $54.6M | 400,000 | 1.3% |
| BMYBristol-Myers Squibb | $46.1M | 800,000 | 1.1% |
| QUREuniQure | $43.1M | 935,000 | 1.0% |
| XENEXenon Pharmaceuticals | $42.3M | 700,000 | 1.0% |
| DRUGBright Minds Biosciences | $38.3M | 545,000 | 0.9% |
| MDGLMadrigal Pharmaceuticals | $34.9M | 65,000 | 0.8% |
| ALCAlcon | $33.5M | 500,000 | 0.8% |
| MYGNMyriad Genetics | $32.7M | 5,735,000 | 0.8% |
| RAPPRapport Therapeutics | $30.4M | 730,000 | 0.7% |
| CBIOCrescent Biopharma | $29.3M | 1,630,000 | 0.7% |
| GEHCGE HealthCare Technologies | $28.8M | 450,000 | 0.7% |
| INSMInsmed | $26.7M | 250,000 | 0.6% |
| VKTXViking Therapeutics | $26.5M | 680,000 | 0.6% |
| BBNXBeta Bionics | $25.1M | 1,600,000 | 0.6% |
| REGNRegeneron Pharmaceuticals | $24.9M | 40,000 | 0.6% |
| SLDBSolid Biosciences | $21.6M | 2,160,000 | 0.5% |
| ANROAlto Neuroscience | $20.7M | 785,000 | 0.5% |
| TRAXFirst Tracks Biotherapeutics | $20.4M | 1,013,000 | 0.5% |
| LXEOLexeo Therapeutics | $20.1M | 4,320,000 | 0.5% |
| SVRASavara | $16.8M | 2,720,000 | 0.4% |
| DMRADamora Therapeutics | $15.0M | 575,000 | 0.3% |
| SGPSpyGlass Pharma | $14.9M | 670,000 | 0.3% |
| TECXTectonic Therapeutic | $14.6M | 425,000 | 0.3% |
| AVTXAvalo Therapeutics | $14.3M | 775,000 | 0.3% |
% of 13F value is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What Vestal Point Capital bought and sold in Q2 2026
15 largest moves| Holding | Move | Share change | Est. amount moved | Value after |
|---|---|---|---|---|
| RVMDRevolution Medicines | Trimmed | -81.1% | -$360.5M | $84.3M |
| UTHRUnited Therapeutics | Added | +480.0% | +$195.1M | $235.7M |
| BMRNBioMarin Pharmaceutical | Added | +68.5% | +$140.2M | $344.8M |
| ABTAbbott Laboratories | New | new | +$127.0M | $127.0M |
| ABVXAbivax | Added | +56.6% | +$113.2M | $313.1M |
| NBIXNeurocrine Biosciences | Added | +50.4% | +$106.2M | $316.8M |
| ZBHZimmer Biomet Holdings | Added | +636.8% | +$104.2M | $120.5M |
| PODDInsulet | Added | +1224.1% | +$94.3M | $102.0M |
| APGEApogee Therapeutics | Exited | -100% | -$92.6M | $0 |
| RGENRepligen | Trimmed | -56.8% | -$71.6M | $54.6M |
| AZNAstraZeneca | Added | +350.0% | +$66.4M | $85.3M |
| SRRKScholar Rock Holding | Exited | -100% | -$65.1M | $0 |
| IRONDisc Medicine | Added | +121.4% | +$62.2M | $113.4M |
| ARWRArrowhead Pharmaceuticals | Trimmed | -30.8% | -$57.1M | $128.4M |
| VERAVera Therapeutics | Exited | -100% | -$55.0M | $0 |
A change is this filing measured against the one before it. Est. amount moved is the shares added or sold, priced at the Jun 30, 2026 close. An estimate: a 13F gives no trade prices or dates. For a sold-out position, its value at the previous quarter end.
Questions
What does Vestal Point Capital hold?
Vestal Point Capital disclosed 68 positions worth $4.3B in the Q2 2026 13F filing. The largest is BMRN at 8.1% of the disclosed value. A 13F lists US-listed stock and options on it; short sales and cash are not in it.
What did Vestal Point Capital buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were trimming RVMD, adding to UTHR, adding to BMRN and opening a position in ABT. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026 and filed with the SEC on Aug 14, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page. How the filing itself works is explained in our guide to Form 13F.
Checked for newer filings on Oct 26, 2026.