Vestal Point Capital, LP
Net seller this quarter
$4.28B
68
-$57.8M
50.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BMRN | $345M | 8.06% | 3.11% | +68.5% | Q1 2024 |
 NBIX | $317M | 7.40% | 1.85% | +50.4% | Q4 2023 |
 ABVX | $313M | 7.32% | 2.99% | +56.6% | Q3 2025 |
 UTHR | $236M | 5.51% | 1.02% | +480.0% | Q1 2026 |
 ELVN | $203M | 4.74% | 5.46% | +23.1% | Q2 2025 |
 NRIX | $195M | 4.56% | 7.76% | +23.9% | Q2 2024 |
| BCAX | $156M | 3.64% | 7.96% | -3.2% | Q3 2024 |
 TSHA | $132M | 3.09% | 5.97% | +7.9% | Q2 2025 |
 ARWR | $128M | 3.00% | 1.12% | -30.8% | Q4 2025 |
 ABT | $127M | 2.97% | 0.08% | Not reported | Q2 2025 |
 ZBH | $121M | 2.82% | 0.72% | +636.8% | Q2 2025 |
 IRON | $113M | 2.65% | 4.04% | +121.4% | Q2 2025 |
 GLUE | $111M | 2.60% | 5.40% | +27.7% | Q2 2024 |
 PODD | $102M | 2.38% | 0.97% | +1224.1% | Q1 2026 |
 ASND | $100M | 2.34% | 0.61% | Not reported | Q4 2023 |
 AZN | $85.3M | 1.99% | Not reported | +350.0% | Q4 2023 |
 SNY | $85.3M | 1.99% | 0.16% | +42.9% | Q4 2023 |
 RVMD | $84.3M | 1.97% | 0.21% | -81.1% | Q4 2023 |
 BCRX | $83M | 1.94% | 3.25% | +18.2% | Q4 2025 |
 DYN | $75M | 1.75% | 2.04% | -15.6% | Q2 2024 |
 NKTR | $69.8M | 1.63% | 4.91% | +250.9% | Q1 2026 |
 GMED | $67.2M | 1.57% | 0.63% | +39.2% | Q4 2023 |
 TARS | $66.1M | 1.54% | 2.43% | +425.0% | Q3 2024 |
 IMTX | $62.6M | 1.46% | 4.61% | Not reported | Q4 2023 |
 TRVI | $57.8M | 1.35% | 2.18% | +43.1% | Q1 2026 |
 IMCR | $57.2M | 1.34% | 3.50% | -34.9% | Q4 2025 |
 RGEN | $54.6M | 1.28% | 0.71% | -56.8% | Q3 2025 |
 BMY | $46.1M | 1.08% | 0.04% | -20.0% | Q2 2024 |
 QURE | $43.1M | 1.01% | 1.35% | +160.5% | Q4 2023 |
 XENE | $42.3M | 0.99% | 0.72% | +9.4% | Q4 2023 |
 DRUG | $38.3M | 0.89% | 7.14% | +10.7% | Q1 2026 |
 MDGL | $34.9M | 0.82% | 0.28% | +106.6% | Q3 2024 |
 ALC | $33.6M | 0.78% | 0.10% | -37.5% | Q2 2025 |
 MYGN | $32.7M | 0.77% | 6.00% | +248.0% | Q3 2025 |
 RAPP | $30.4M | 0.71% | 1.52% | -49.2% | Q3 2025 |
 CBIO | $29.3M | 0.69% | 5.87% | +8.7% | Q4 2025 |
 GEHC | $28.8M | 0.67% | 0.10% | +80.0% | Q1 2025 |
 INSM | $26.7M | 0.62% | 0.11% | Not reported | Q4 2023 |
 VKTX | $26.5M | 0.62% | 0.58% | -25.6% | Q1 2024 |
 BBNX | $25.1M | 0.59% | 3.56% | -27.7% | Q2 2025 |
 REGN | $24.9M | 0.58% | 0.04% | Not reported | Q4 2023 |
 SLDB | $21.6M | 0.50% | 2.05% | -56.8% | Q4 2023 |
 ANRO | $20.7M | 0.48% | 2.24% | -62.0% | Q1 2024 |
 TRAX | $20.4M | 0.48% | 2.86% | New | Q2 2026 |
 LXEO | $20.1M | 0.47% | 5.49% | -3.5% | Q1 2024 |
 SVRA | $16.8M | 0.39% | 1.32% | +4.6% | Q2 2024 |
 DMRA | $15M | 0.35% | 0.93% | -4.2% | Q1 2026 |
 SGP | $14.9M | 0.35% | 2.00% | +0.5% | Q1 2026 |
 TECX | $14.6M | 0.34% | 2.21% | +29.6% | Q4 2025 |
 AVTX | $14.3M | 0.33% | 1.47% | New | Q2 2026 |
| Q1 2026 | |||||
| RVMD | $231M | 6.46% | 1.19% | +705.1% | Q4 2023 |
| BMRN | $202M | 5.65% | 1.85% | +19.2% | Q1 2024 |
| ABVX | $167M | 4.67% | 1.91% | -21.1% | Q3 2025 |
| NBIX | $165M | 4.60% | 1.24% | Not reported | Q4 2023 |
| ARWR | $143M | 3.99% | 1.62% | +152.8% | Q4 2025 |
| ELVN | $127M | 3.56% | 5.34% | -15.1% | Q2 2025 |
| RGEN | $109M | 3.05% | 1.64% | +1014.5% | Q3 2025 |
| BCAX | $108M | 3.02% | 8.28% | +51.8% | Q3 2024 |
| NRIX | $101M | 2.82% | 6.29% | +38.6% | Q2 2024 |
| APGE | $92.6M | 2.59% | 1.47% | +100.0% | Q3 2024 |
| ASND | $85.8M | 2.40% | 0.61% | +114.3% | Q4 2023 |
| IMCR | $83.4M | 2.33% | 5.44% | +373.0% | Q4 2025 |
| TSHA | $80.5M | 2.25% | 6.27% | +30.9% | Q2 2025 |
| DYN | $72.5M | 2.03% | 2.42% | +3233.3% | Q2 2024 |
| SNY | $67.5M | 1.89% | 0.11% | Not reported | Q4 2023 |
| BCRX | $66.9M | 1.87% | 2.77% | +212.2% | Q4 2025 |
 SRRK | $65.1M | 1.82% | 1.11% | +89.2% | Q1 2025 |
| IMTX | $60.8M | 1.70% | 4.61% | +0.8% | Q4 2023 |
| BMY | $60.7M | 1.70% | 0.05% | +300.0% | Q2 2024 |
| ALC | $60.3M | 1.69% | 0.16% | -27.6% | Q2 2025 |
| GLUE | $59.3M | 1.66% | 4.27% | +365.0% | Q2 2024 |
 VERA | $55M | 1.54% | 2.14% | +148.8% | Q4 2024 |
| TERN | $52.7M | 1.47% | 0.87% | -77.8% | Q4 2025 |
| GMED | $52.6M | 1.47% | 0.45% | -52.1% | Q4 2023 |
 BSX | $50.2M | 1.40% | 0.05% | New | Q1 2026 |
| NUVL | $49.4M | 1.38% | 15.39% | +947.2% | Q4 2023 |
 COGT | $47.4M | 1.32% | 0.72% | Not reported | Q1 2025 |
| ANRO | $46.4M | 1.30% | 5.89% | -16.9% | Q1 2024 |
| RAPP | $44.9M | 1.26% | 3.00% | +29.4% | Q3 2025 |
| IRON | $44.8M | 1.25% | 1.83% | -4.8% | Q2 2025 |
| UTHR | $44.5M | 1.24% | 0.18% | New | Q1 2026 |
 CLDX | $38.8M | 1.09% | 1.84% | +5.1% | Q4 2024 |
| KALV | $37.2M | 1.04% | 3.61% | -2.1% | Q1 2024 |
| XENE | $37.2M | 1.04% | 0.66% | +6.7% | Q4 2023 |
| SLDB | $36M | 1.01% | 5.08% | -14.0% | Q4 2023 |
| DRUG | $35.9M | 1.00% | 6.45% | New | Q1 2026 |
 PTGX | $34.4M | 0.96% | 0.51% | New | Q1 2026 |
 DNLI | $34M | 0.95% | 1.12% | +281.4% | Q2 2024 |
| REGN | $30.9M | 0.86% | 0.04% | Not reported | Q4 2023 |
 WAT | $29.8M | 0.83% | 0.10% | New | Q1 2026 |
| VKTX | $29.7M | 0.83% | 0.79% | Not reported | Q1 2024 |
 INSP | $27.8M | 0.78% | 1.87% | Not reported | Q2 2024 |
| CBIO | $27.6M | 0.77% | 5.44% | Not reported | Q4 2025 |
| TRVI | $25.8M | 0.72% | 1.69% | New | Q1 2026 |
| LXEO | $25.7M | 0.72% | 6.04% | Not reported | Q1 2024 |
| SLNO | $24.4M | 0.68% | 1.41% | Not reported | Q4 2023 |
| BBNX | $22.2M | 0.62% | 4.96% | +268.6% | Q2 2025 |
| NKTR | $20.5M | 0.57% | 1.40% | New | Q1 2026 |
 CYTK | $19.8M | 0.55% | 0.24% | Not reported | Q4 2023 |
| AZN | $19.7M | 0.55% | Not reported | Not reported | Q4 2023 |
| Q4 2025 | |||||
| ABVX | $256M | 8.71% | 2.42% | +90.0% | Q3 2025 |
| ACLX | $191M | 6.48% | 5.05% | +134.0% | Q4 2023 |
| TERN | $182M | 6.18% | 4.01% | New | Q4 2025 |
| BMRN | $178M | 6.06% | 1.56% | +261.5% | Q1 2024 |
| GMED | $111M | 3.78% | 0.95% | +2.0% | Q4 2023 |
| NRIX | $89M | 3.02% | 4.61% | +35.0% | Q2 2024 |
| ALC | $87.1M | 2.96% | 0.23% | +0.5% | Q2 2025 |
 DXCM | $84.6M | 2.88% | 0.33% | +96.2% | Q3 2025 |
 MRK | $81.6M | 2.77% | 0.03% | Not reported | Q4 2023 |
| TSHA | $75.6M | 2.57% | 4.82% | +150.0% | Q2 2025 |
| ABT | $75.2M | 2.56% | 0.03% | +140.0% | Q2 2025 |
| IMTX | $64.3M | 2.19% | 4.57% | -3.5% | Q4 2023 |
 TYRA | $63.8M | 2.17% | 4.52% | Not reported | Q4 2024 |
| BCAX | $60.2M | 2.05% | 6.32% | -29.9% | Q3 2024 |
| ARWR | $59.8M | 2.03% | 0.66% | New | Q4 2025 |
| ELVN | $59M | 2.01% | 6.44% | +230.2% | Q2 2025 |
| IRON | $58.4M | 1.98% | 1.94% | +47.0% | Q2 2025 |
 JAZZ | $49.3M | 1.68% | 0.47% | -42.0% | Q4 2023 |
| DAWN | $48.5M | 1.65% | 5.05% | +94.4% | Q2 2024 |
| LXEO | $44.4M | 1.51% | 6.13% | +37.7% | Q1 2024 |
| ANRO | $44.2M | 1.50% | 7.78% | +161.6% | Q1 2024 |
| APGE | $41.5M | 1.41% | 0.80% | +29.4% | Q3 2024 |
 OLMA | $41.3M | 1.40% | 2.03% | New | Q4 2025 |
 AXSM | $38.4M | 1.30% | 0.41% | +40.0% | Q2 2024 |
| ASND | $37.3M | 1.27% | 0.28% | -70.8% | Q4 2023 |
| RAPP | $33.7M | 1.14% | 2.32% | +16.8% | Q3 2025 |
| SLDB | $32.8M | 1.12% | 7.36% | +95.5% | Q4 2023 |
| CLDX | $31.6M | 1.08% | 1.75% | -3.3% | Q4 2024 |
| SRRK | $30.8M | 1.05% | 0.65% | -53.3% | Q1 2025 |
| KALV | $30.5M | 1.04% | 3.71% | +152.0% | Q1 2024 |
| VERA | $27.9M | 0.95% | 0.86% | -27.6% | Q4 2024 |
| XENE | $26.9M | 0.91% | 0.75% | -45.5% | Q4 2023 |
 LNTH | $24M | 0.81% | 0.56% | +111.8% | Q2 2025 |
| RVMD | $23.5M | 0.80% | 0.15% | -53.2% | Q4 2023 |
 ZYME | $22.8M | 0.77% | 1.16% | -51.0% | Q2 2024 |
| IMCR | $20.3M | 0.69% | 1.15% | New | Q4 2025 |
 UPB | $19.5M | 0.66% | 1.33% | New | Q4 2025 |
| BBNX | $18.3M | 0.62% | 1.35% | Not reported | Q2 2025 |
| CBIO | $17.8M | 0.60% | 5.44% | New | Q4 2025 |
| BCRX | $17.6M | 0.60% | 1.06% | New | Q4 2025 |
 PEN | $15.5M | 0.53% | 0.13% | Not reported | Q3 2024 |
 GERN | $14.9M | 0.51% | 1.77% | -34.3% | Q1 2024 |
| RGEN | $13.6M | 0.46% | 0.15% | -79.3% | Q3 2025 |
| ZBH | $13.5M | 0.46% | 0.08% | Not reported | Q2 2025 |
| BMY | $13.5M | 0.46% | 0.01% | Not reported | Q2 2024 |
| GLUE | $12.2M | 0.41% | 1.18% | -3.1% | Q2 2024 |
 FULC | $10.7M | 0.37% | 1.43% | Not reported | Q4 2023 |
| SVRA | $9.68M | 0.33% | 0.79% | -60.0% | Q2 2024 |
 ENGN | $9.53M | 0.32% | 1.58% | +185.1% | Q4 2024 |
 AGIO | $8.85M | 0.30% | 0.56% | +155.9% | Q1 2024 |
| Q3 2025 | |||||
| ASND | $119M | 5.39% | 0.99% | +200.0% | Q4 2023 |
| ACLX | $103M | 4.63% | 2.16% | -54.6% | Q4 2023 |
| NUVL | $95.1M | 4.30% | 35.15% | +2.3% | Q4 2023 |
| ABVX | $84.9M | 3.83% | 1.58% | New | Q3 2025 |
| ALC | $82M | 3.70% | 0.22% | +109.5% | Q2 2025 |
| BCAX | $80.5M | 3.64% | 9.34% | +2.0% | Q3 2024 |
| FOLD | $76.8M | 3.47% | 3.16% | -18.1% | Q4 2024 |
| GMED | $71.6M | 3.23% | 0.93% | +150.0% | Q4 2023 |
 IONS | $70.3M | 3.18% | 0.67% | +115.0% | Q4 2024 |
| JAZZ | $65.9M | 2.98% | 0.82% | -58.3% | Q4 2023 |
 BDX | $60.8M | 2.75% | 0.11% | +1200.0% | Q3 2024 |
| SRRK | $55.9M | 2.52% | 1.51% | Not reported | Q1 2025 |
| IMTX | $54.1M | 2.44% | 5.22% | +1.6% | Q4 2023 |
| RGEN | $53.5M | 2.41% | 0.71% | New | Q3 2025 |
 DNTH | $46.4M | 2.10% | 2.75% | -63.1% | Q4 2023 |
| BMRN | $45M | 2.03% | 0.43% | +66.0% | Q1 2024 |
| XENE | $44.2M | 1.99% | 1.43% | -45.0% | Q4 2023 |
| DXCM | $43.7M | 1.98% | 0.17% | New | Q3 2025 |
| CYTK | $39.8M | 1.80% | 0.61% | -75.6% | Q4 2023 |
 BIIB | $38.5M | 1.74% | 0.19% | Not reported | Q4 2023 |
| CDTX | $38.3M | 1.73% | 1.36% | -20.0% | Q1 2025 |
| ATXS | $36.1M | 1.63% | 8.78% | +9.6% | Q1 2024 |
| DYN | $35.1M | 1.59% | 1.95% | +281.4% | Q2 2024 |
| TYRA | $33.9M | 1.53% | 4.55% | -8.7% | Q4 2024 |
| ABT | $33.5M | 1.51% | 0.01% | +42.9% | Q2 2025 |
| IRON | $33M | 1.49% | 1.43% | +257.1% | Q2 2025 |
| NRIX | $32.1M | 1.45% | 4.52% | +73.8% | Q2 2024 |
| CRNX | $31.2M | 1.41% | 0.79% | -50.0% | Q4 2023 |
| CLDX | $31.2M | 1.41% | 1.81% | -31.1% | Q4 2024 |
| ZYME | $30.1M | 1.36% | 2.35% | +53.5% | Q2 2024 |
 DHR | $29.7M | 1.34% | 0.02% | +200.0% | Q1 2025 |
| RVMD | $29.4M | 1.33% | 0.33% | -47.5% | Q4 2023 |
| RAPP | $28.2M | 1.27% | 1.99% | New | Q3 2025 |
| ELVN | $23.7M | 1.07% | 1.96% | +364.0% | Q2 2025 |
| GERN | $23.6M | 1.07% | 2.70% | -27.6% | Q1 2024 |
 BLTE | $23.1M | 1.04% | 0.98% | New | Q3 2025 |
 RARE | $22.6M | 1.02% | 0.78% | Not reported | Q1 2024 |
| VERA | $22.1M | 1.00% | 1.19% | -75.5% | Q4 2024 |
| LXEO | $21.6M | 0.97% | 5.92% | +0.7% | Q1 2024 |
 BDTX | $21M | 0.95% | 9.75% | -0.9% | Q2 2024 |
| DAWN | $18.9M | 0.85% | 2.61% | -10.8% | Q2 2024 |
| SLDB | $18.4M | 0.83% | 3.82% | +97.7% | Q4 2023 |
| AXSM | $18.2M | 0.82% | 0.30% | Not reported | Q2 2024 |
| TSHA | $18M | 0.81% | 2.01% | +83.3% | Q2 2025 |
| APGE | $16.9M | 0.76% | 0.72% | Not reported | Q3 2024 |
| SVRA | $14.3M | 0.65% | 2.32% | -63.6% | Q2 2024 |
 BRKR | $14.3M | 0.65% | 0.29% | -12.0% | Q3 2024 |
| REGN | $14.1M | 0.63% | 0.03% | Not reported | Q4 2023 |
| QURE | $13.1M | 0.59% | 0.36% | -93.9% | Q4 2023 |
| BBNX | $11.9M | 0.54% | 1.36% | +9.1% | Q2 2025 |