Vestal Point Capital, LP

CIK 0001974915 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Vestal Point Capital, LP reported 68 positions worth $4.28B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BMRN (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.28B
2026 Q2
Positions
68
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.3%
Est. Net Flow (Q)
2026 Q2
10 / 68 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BMRNBioMarin Pharmaceutical IncSH$344.8M8.06%6,025,000
2NBIXNeurocrine Biosciences IncSH$316.8M7.40%1,880,000
3ABVXAbivax SASH$313.1M7.32%2,349,443
4UTHRUnited Therapeutics CorpSH$235.7M5.51%435,000
5ELVNEnliven Therapeutics IncSH$203.0M4.74%4,000,000
6NRIXNurix Therapeutics IncSH$195.3M4.56%8,050,000
7BCAXBicara Therapeutics IncSH$155.9M3.64%5,250,000
8TSHATaysha Gene Therapies IncSH$132.2M3.09%19,415,000
9ARWRArrowhead Pharmaceuticals IncSH$128.4M3.00%1,575,000
10ABTAbbott LaboratoriesSH$127.0M2.97%1,400,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Vestal Point Capital, LP hold as of Q2 2026?

Vestal Point Capital, LP reported 68 positions worth $4.28B in its Q2 2026 13F filing. Largest positions: BMRN (8.1%), NBIX (7.4%), ABVX (7.3%), UTHR (5.5%) and ELVN (4.7%).

What did Vestal Point Capital, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Vestal Point Capital, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.