Vestal Point Capital as of June 30, 2026
Portfolio Holdings for Vestal Point Capital
Vestal Point Capital holds 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical (BMRN) | 8.1 | $345M | 6.0M | 57.22 | |
| Neurocrine Biosciences (NBIX) | 7.4 | $317M | 1.9M | 168.53 | |
| Abivax SA Sponsored Ads (ABVX) | 7.3 | $313M | 2.3M | 133.26 | |
| United Therapeutics Corporation (UTHR) | 5.5 | $236M | 435k | 541.83 | |
| Enliven Therapeutics (ELVN) | 4.7 | $203M | 4.0M | 50.75 | |
| Nurix Therapeutics (NRIX) | 4.6 | $195M | 8.1M | 24.26 | |
| Bicara Therapeutics (BCAX) | 3.6 | $156M | 5.3M | 29.69 | |
| Taysha Gene Therapies Com Shs (TSHA) | 3.1 | $132M | 19M | 6.81 | |
| Arrowhead Pharmaceuticals (ARWR) | 3.0 | $128M | 1.6M | 81.51 | |
| Abbott Laboratories (ABT) | 3.0 | $127M | 1.4M | 90.74 | |
| Zimmer Holdings (ZBH) | 2.8 | $121M | 1.4M | 86.09 | |
| Disc Medicine (IRON) | 2.6 | $113M | 1.6M | 73.14 | |
| Monte Rosa Therapeutics (GLUE) | 2.6 | $111M | 4.6M | 24.20 | |
| Insulet Corporation (PODD) | 2.4 | $102M | 670k | 152.25 | |
| Ascendis Pharma A/S Ord Shs (ASND) | 2.3 | $100M | 375k | 266.72 | |
| AstraZeneca Ord (AZN) | 2.0 | $85M | 450k | 189.62 | |
| Sanofi SA Sponsored Adr (SNY) | 2.0 | $85M | 2.0M | 42.66 | |
| Revolution Medicines (RVMD) | 2.0 | $84M | 450k | 187.28 | |
| BioCryst Pharmaceuticals (BCRX) | 1.9 | $83M | 8.3M | 10.00 | |
| Dyne Therapeutics (DYN) | 1.8 | $75M | 3.4M | 22.21 | |
| Nektar Therapeutics Com New (NKTR) | 1.6 | $70M | 1.0M | 69.81 | |
| Globus Medical Cl A (GMED) | 1.6 | $67M | 850k | 79.01 | |
| Tarsus Pharmaceuticals (TARS) | 1.5 | $66M | 1.1M | 62.94 | |
| Immatics NV SHS (IMTX) | 1.5 | $63M | 6.2M | 10.13 | |
| Trevi Therapeutics (TRVI) | 1.4 | $58M | 3.1M | 18.65 | |
| Immunocore Holdings Ads (IMCR) | 1.3 | $57M | 1.8M | 31.75 | |
| Repligen Corporation (RGEN) | 1.3 | $55M | 400k | 136.44 | |
| Bristol Myers Squibb (BMY) | 1.1 | $46M | 800k | 57.62 | |
| uniQure NV SHS (QURE) | 1.0 | $43M | 935k | 46.06 | |
| Xenon Pharmaceuticals (XENE) | 1.0 | $42M | 700k | 60.36 | |
| Bright Minds Biosciences Com New (DRUG) | 0.9 | $38M | 545k | 70.20 | |
| Madrigal Pharmaceuticals (MDGL) | 0.8 | $35M | 65k | 536.95 | |
| Alcon Ord Shs (ALC) | 0.8 | $34M | 500k | 67.10 | |
| Myriad Genetics (MYGN) | 0.8 | $33M | 5.7M | 5.71 | |
| Rapport Therapeutics (RAPP) | 0.7 | $30M | 730k | 41.67 | |
| Crescent Biopharma (CBIO) | 0.7 | $29M | 1.6M | 18.00 | |
| GE HealthCare Technologies Common Stock (GEHC) | 0.7 | $29M | 450k | 64.01 | |
| Insmed Com Par $.01 (INSM) | 0.6 | $27M | 250k | 106.62 | |
| Viking Therapeutics (VKTX) | 0.6 | $27M | 680k | 39.01 | |
| Beta Bionics (BBNX) | 0.6 | $25M | 1.6M | 15.67 | |
| Regeneron Pharmaceuticals (REGN) | 0.6 | $25M | 40k | 623.54 | |
| Solid Biosciences Com New (SLDB) | 0.5 | $22M | 2.2M | 9.99 | |
| Alto Neuroscience Com Shs (ANRO) | 0.5 | $21M | 785k | 26.39 | |
| First Tracks Biotherapeutics I Ord Shs (TRAX) | 0.5 | $20M | 1.0M | 20.12 | |
| Lexeo Therapeutics (LXEO) | 0.5 | $20M | 4.3M | 4.66 | |
| Savara (SVRA) | 0.4 | $17M | 2.7M | 6.16 | |
| Damora Therapeutics Com New (DMRA) | 0.3 | $15M | 575k | 26.01 | |
| SpyGlass Pharma Com Shs (SGP) | 0.3 | $15M | 670k | 22.26 | |
| Tectonic Therapeutic (TECX) | 0.3 | $15M | 425k | 34.38 | |
| Avalo Therapeutics Com New (AVTX) | 0.3 | $14M | 775k | 18.48 | |
| Evommune Com Shs (EVMN) | 0.3 | $13M | 1.0M | 13.29 | |
| Kailera Therapeutics Common Stock | 0.3 | $13M | 575k | 22.03 | |
| Anteris Technologies Global (AVR) | 0.2 | $9.9M | 1.0M | 9.85 | |
| Zenas Biopharma (ZBIO) | 0.2 | $9.3M | 365k | 25.38 | |
| Voyager Therapeutics (VYGR) | 0.2 | $9.2M | 2.6M | 3.50 | |
| OnKure Therapeutics Com Cl A (OKUR) | 0.2 | $8.3M | 1.8M | 4.56 | |
| Surrozen Com New (SRZN) | 0.2 | $7.9M | 305k | 25.95 | |
| Monopar Therapeutics Com New (MNPR) | 0.2 | $7.0M | 76k | 92.59 | |
| Zura Bio Class A Ord Shs (ZURA) | 0.2 | $6.9M | 1.2M | 5.90 | |
| Olema Pharmaceuticals (OLMA) | 0.1 | $5.2M | 419k | 12.51 | |
| Palisade Bio (PALI) | 0.1 | $5.2M | 2.5M | 2.09 | |
| iBio Com New (IBIO) | 0.1 | $4.6M | 2.6M | 1.75 | |
| Sagimet Biosciences Com Ser A (SGMT) | 0.1 | $4.1M | 536k | 7.73 | |
| Engene Therapeutics (ENGN) | 0.1 | $2.9M | 1.7M | 1.73 | |
| Rezolute Com New (RZLT) | 0.0 | $2.0M | 383k | 5.20 | |
| Nyxoah SA SHS (NYXH) | 0.0 | $1.4M | 844k | 1.69 | |
| Tenax Therapeutics Com New (TENX) | 0.0 | $778k | 53k | 14.55 | |
| Aprea Therapeutics Com New (APRE) | 0.0 | $281k | 350k | 0.80 |