Vestal Point Capital as of March 31, 2026
Portfolio Holdings for Vestal Point Capital
Vestal Point Capital holds 90 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Revolution Medicines (RVMD) | 6.5 | $231M | 2.4M | 97.25 | |
| BioMarin Pharmaceutical (BMRN) | 5.6 | $202M | 3.6M | 56.49 | |
| Abivax SA Sponsored Ads (ABVX) | 4.7 | $167M | 1.5M | 111.35 | |
| Neurocrine Biosciences (NBIX) | 4.6 | $165M | 1.3M | 131.74 | |
| Arrowhead Pharmaceuticals (ARWR) | 4.0 | $143M | 2.3M | 62.70 | |
| Enliven Therapeutics (ELVN) | 3.6 | $127M | 3.3M | 39.20 | |
| Repligen Corporation (RGEN) | 3.0 | $109M | 925k | 117.82 | |
| Bicara Therapeutics (BCAX) | 3.0 | $108M | 5.4M | 19.89 | |
| Nurix Therapeutics (NRIX) | 2.8 | $101M | 6.5M | 15.50 | |
| Apogee Therapeutics (APGE) | 2.6 | $93M | 1.1M | 84.17 | |
| Ascendis Pharma A/S Sponsored Adr (ASND) | 2.4 | $86M | 375k | 228.73 | |
| Immunocore Holdings Ads (IMCR) | 2.3 | $83M | 2.8M | 30.15 | |
| Taysha Gene Therapies Com Shs (TSHA) | 2.2 | $81M | 18M | 4.47 | |
| Dyne Therapeutics (DYN) | 2.0 | $73M | 4.0M | 18.13 | |
| Sanofi SA Sponsored Adr (SNY) | 1.9 | $68M | 1.4M | 48.18 | |
| BioCryst Pharmaceuticals (BCRX) | 1.9 | $67M | 7.0M | 9.52 | |
| Scholar Rock Hldg Corp (SRRK) | 1.8 | $65M | 1.3M | 49.16 | |
| Immatics NV SHS (IMTX) | 1.7 | $61M | 6.2M | 9.84 | |
| Bristol Myers Squibb (BMY) | 1.7 | $61M | 1.0M | 60.65 | |
| Alcon Ord Shs (ALC) | 1.7 | $60M | 800k | 75.35 | |
| Monte Rosa Therapeutics (GLUE) | 1.7 | $59M | 3.6M | 16.45 | |
| Vera Therapeutics Cl A (VERA) | 1.5 | $55M | 1.4M | 40.23 | |
| Terns Pharmaceuticals (TERN) | 1.5 | $53M | 1.0M | 52.72 | |
| Globus Medical Cl A (GMED) | 1.5 | $53M | 611k | 86.16 | |
| Boston Scientific Corporation (BSX) | 1.4 | $50M | 800k | 62.75 | |
| Nuvalent Inc-a (NUVL) | 1.4 | $49M | 482k | 102.45 | |
| Cogent Biosciences (COGT) | 1.3 | $47M | 1.2M | 38.49 | |
| Alto Neuroscience Com Shs (ANRO) | 1.3 | $46M | 2.1M | 22.48 | |
| Rapport Therapeutics (RAPP) | 1.3 | $45M | 1.4M | 31.29 | |
| Disc Medicine (IRON) | 1.3 | $45M | 700k | 63.94 | |
| United Therapeutics Corporation (UTHR) | 1.2 | $45M | 75k | 592.98 | |
| Celldex Therapeutics Com New (CLDX) | 1.1 | $39M | 1.2M | 31.72 | |
| Kalvista Pharmaceuticals (KALV) | 1.0 | $37M | 1.9M | 20.13 | |
| Xenon Pharmaceuticals (XENE) | 1.0 | $37M | 640k | 58.15 | |
| Solid Biosciences Com New (SLDB) | 1.0 | $36M | 5.0M | 7.20 | |
| Bright Minds Biosciences Com New (DRUG) | 1.0 | $36M | 492k | 72.97 | |
| Protagonist Therapeutics (PTGX) | 1.0 | $34M | 326k | 105.40 | |
| Denali Therapeutics (DNLI) | 1.0 | $34M | 1.8M | 19.20 | |
| Regeneron Pharmaceuticals (REGN) | 0.9 | $31M | 40k | 772.64 | |
| Waters Corporation (WAT) | 0.8 | $30M | 100k | 297.80 | |
| Viking Therapeutics (VKTX) | 0.8 | $30M | 914k | 32.54 | |
| Inspire Med Sys (INSP) | 0.8 | $28M | 539k | 51.58 | |
| Crescent Biopharma (CBIO) | 0.8 | $28M | 1.5M | 18.37 | |
| Trevi Therapeutics (TRVI) | 0.7 | $26M | 2.2M | 11.93 | |
| Lexeo Therapeutics (LXEO) | 0.7 | $26M | 4.5M | 5.74 | |
| Soleno Therapeutics (SLNO) | 0.7 | $24M | 730k | 33.48 | |
| Beta Bionics (BBNX) | 0.6 | $22M | 2.2M | 10.02 | |
| Nektar Therapeutics Com New (NKTR) | 0.6 | $21M | 285k | 71.95 | |
| Cytokinetics Com New (CYTK) | 0.6 | $20M | 300k | 65.91 | |
| AstraZeneca Ord (AZN) | 0.6 | $20M | 100k | 197.22 | |
| West Pharmaceutical Services (WST) | 0.5 | $19M | 75k | 250.64 | |
| GE HealthCare Technologies Common Stock (GEHC) | 0.5 | $18M | 250k | 71.18 | |
| SpyGlass Pharma Com Shs | 0.5 | $17M | 667k | 25.91 | |
| Zimmer Holdings (ZBH) | 0.5 | $17M | 190k | 90.42 | |
| Madrigal Pharmaceuticals (MDGL) | 0.5 | $17M | 32k | 523.47 | |
| GeneDx Holdings Corp Com Cl A (WGS) | 0.4 | $16M | 250k | 64.22 | |
| Damora Therapeutics Com New (DMRA) | 0.4 | $16M | 600k | 25.90 | |
| Agios Pharmaceuticals (AGIO) | 0.4 | $15M | 450k | 33.83 | |
| Engene Holdings (ENGN) | 0.4 | $15M | 2.2M | 6.81 | |
| Savara (SVRA) | 0.4 | $14M | 2.6M | 5.46 | |
| Tarsus Pharmaceuticals (TARS) | 0.4 | $14M | 200k | 70.15 | |
| Voyager Therapeutics (VYGR) | 0.3 | $12M | 3.0M | 3.86 | |
| Insulet Corporation (PODD) | 0.3 | $11M | 51k | 209.84 | |
| Tectonic Therapeutic (TECX) | 0.3 | $10M | 328k | 30.91 | |
| Surrozen Com New (SRZN) | 0.3 | $9.9M | 339k | 29.13 | |
| Arvinas Ord (ARVN) | 0.3 | $9.6M | 906k | 10.60 | |
| Maplight Therapeutics (MPLT) | 0.2 | $8.5M | 420k | 20.33 | |
| Fulcrum Therapeutics (FULC) | 0.2 | $8.4M | 1.1M | 7.67 | |
| OnKure Therapeutics Com Cl A (OKUR) | 0.2 | $7.6M | 1.8M | 4.14 | |
| Myriad Genetics (MYGN) | 0.2 | $7.4M | 1.6M | 4.50 | |
| Olema Pharmaceuticals (OLMA) | 0.2 | $6.4M | 429k | 14.91 | |
| Anteris Technologies Global (AVR) | 0.2 | $6.4M | 1.1M | 5.55 | |
| uniQure NV SHS (QURE) | 0.2 | $5.9M | 359k | 16.35 | |
| Candel Therapeutics (CADL) | 0.2 | $5.5M | 1.1M | 4.90 | |
| Palisade Bio (PALI) | 0.1 | $4.4M | 2.5M | 1.75 | |
| Veracyte (VCYT) | 0.1 | $4.2M | 131k | 32.21 | |
| Zenas Biopharma (ZBIO) | 0.1 | $3.9M | 200k | 19.55 | |
| Geron Corporation (GERN) | 0.1 | $3.8M | 2.5M | 1.49 | |
| Monopar Therapeutics Com New (MNPR) | 0.1 | $3.6M | 65k | 54.79 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.1 | $3.0M | 511k | 5.95 | |
| Novocure Ord Shs (NVCR) | 0.1 | $2.7M | 250k | 10.90 | |
| Nyxoah SA SHS (NYXH) | 0.1 | $2.5M | 869k | 2.92 | |
| Urogen Pharma (URGN) | 0.1 | $2.5M | 139k | 17.98 | |
| Passage Bio Com New (PASG) | 0.1 | $2.4M | 305k | 7.85 | |
| Tyra Biosciences (TYRA) | 0.1 | $2.1M | 54k | 38.30 | |
| Regenxbio Inc equity us cm (RGNX) | 0.0 | $909k | 109k | 8.38 | |
| Tenax Therapeutics Com New (TENX) | 0.0 | $855k | 53k | 15.99 | |
| Macrogenics (MGNX) | 0.0 | $809k | 280k | 2.89 | |
| Absci Corp (ABSI) | 0.0 | $697k | 232k | 3.00 | |
| Aprea Therapeutics Com New (APRE) | 0.0 | $267k | 350k | 0.76 |
