Filed: 5/15/2026ACC: 0001974915-26-000004
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $3.58B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$3.58B
Total AUM (reported)
137.84M
Total Shares
Allocation by class
COM$2.54B71.1%
COM NEW$183.54M5.1%
SPONSORED ADS$167.03M4.7%
SPONSORED ADR$153.23M4.3%
COM SHS$144.14M4.0%
CL A$107.64M3.0%
ADS$83.42M2.3%
Portfolio Concentration
Top 3$599.95M16.8%
4–10$844.94M23.6%
11–25$973.15M27.2%
Rest$1.16B32.4%
Top 3 weight
16.8%
Top 10 weight
40.4%
Voting Authority Distribution
Total shares with voting rights: 137.84M
Sole
Full voting authority
137.84M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
Revolution Medicines Inc
SOLEShares2.38M
TypeSH
Market value$230.97M
6.46%
Sole
2.38M
Shared
0.00
None
0.00
BioMarin Pharmaceutical Inc
SOLEShares3.58M
TypeSH
Market value$201.95M
5.65%
Sole
3.58M
Shared
0.00
None
0.00
Abivax SA
SOLEShares1.50M
TypeSH
Market value$167.03M
4.67%
Sole
1.50M
Shared
0.00
None
0.00
Neurocrine Biosciences Inc
SOLEShares1.25M
TypeSH
Market value$164.68M
4.60%
Sole
1.25M
Shared
0.00
None
0.00
Arrowhead Pharmaceuticals Inc
SOLEShares2.27M
TypeSH
Market value$142.64M
3.99%
Sole
2.27M
Shared
0.00
None
0.00
Enliven Therapeutics Inc
SOLEShares3.25M
TypeSH
Market value$127.40M
3.56%
Sole
3.25M
Shared
0.00
None
0.00
Repligen Corp
SOLEShares925K
TypeSH
Market value$108.98M
3.05%
Sole
925K
Shared
0.00
None
0.00
Bicara Therapeutics Inc
SOLEShares5.42M
TypeSH
Market value$107.90M
3.02%
Sole
5.42M
Shared
0.00
None
0.00
Nurix Therapeutics Inc
SOLEShares6.50M
TypeSH
Market value$100.75M
2.82%
Sole
6.50M
Shared
0.00
None
0.00
Apogee Therapeutics Inc
SOLEShares1.10M
TypeSH
Market value$92.59M
2.59%
Sole
1.10M
Shared
0.00
None
0.00
Ascendis Pharma A/S
SOLEShares375K
TypeSH
Market value$85.77M
2.40%
Sole
375K
Shared
0.00
None
0.00
Immunocore Holdings PLC
SOLEShares2.77M
TypeSH
Market value$83.42M
2.33%
Sole
2.77M
Shared
0.00
None
0.00
Taysha Gene Therapies Inc
SOLEShares18M
TypeSH
Market value$80.46M
2.25%
Sole
18M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares4M
TypeSH
Market value$72.52M
2.03%
Sole
4M
Shared
0.00
None
0.00
Sanofi SA
SOLEShares1.40M
TypeSH
Market value$67.45M
1.89%
Sole
1.40M
Shared
0.00
None
0.00
BioCryst Pharmaceuticals Inc
SOLEShares7.03M
TypeSH
Market value$66.88M
1.87%
Sole
7.03M
Shared
0.00
None
0.00
Scholar Rock Holding Corp
SOLEShares1.32M
TypeSH
Market value$65.11M
1.82%
Sole
1.32M
Shared
0.00
None
0.00
Immatics NV
SOLEShares6.17M
TypeSH
Market value$60.76M
1.70%
Sole
6.17M
Shared
0.00
None
0.00
Bristol-Myers Squibb Co
SOLEShares1M
TypeSH
Market value$60.65M
1.70%
Sole
1M
Shared
0.00
None
0.00
Alcon AG
SOLEShares800K
TypeSH
Market value$60.28M
1.69%
Sole
800K
Shared
0.00
None
0.00
Monte Rosa Therapeutics Inc
SOLEShares3.60M
TypeSH
Market value$59.28M
1.66%
Sole
3.60M
Shared
0.00
None
0.00
Vera Therapeutics Inc
SOLEShares1.37M
TypeSH
Market value$55.04M
1.54%
Sole
1.37M
Shared
0.00
None
0.00
Terns Pharmaceuticals Inc
SOLEShares1M
TypeSH
Market value$52.72M
1.47%
Sole
1M
Shared
0.00
None
0.00
Globus Medical Inc
SOLEShares610.52K
TypeSH
Market value$52.60M
1.47%
Sole
610.52K
Shared
0.00
None
0.00
Boston Scientific Corp
SOLEShares800K
TypeSH
Market value$50.20M
1.40%
Sole
800K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Revolution Medicines IncSOLE | COM | 2.38M | SH | $230.97M 6.46% | 2.38M | 0.00 | 0.00 |
BioMarin Pharmaceutical IncSOLE | COM | 3.58M | SH | $201.95M 5.65% | 3.58M | 0.00 | 0.00 |
Abivax SASOLE | SPONSORED ADS | 1.50M | SH | $167.03M 4.67% | 1.50M | 0.00 | 0.00 |
Neurocrine Biosciences IncSOLE | COM | 1.25M | SH | $164.68M 4.60% | 1.25M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncSOLE | COM | 2.27M | SH | $142.64M 3.99% | 2.27M | 0.00 | 0.00 |
Enliven Therapeutics IncSOLE | COM | 3.25M | SH | $127.40M 3.56% | 3.25M | 0.00 | 0.00 |
Repligen CorpSOLE | COM | 925K | SH | $108.98M 3.05% | 925K | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5.42M | SH | $107.90M 3.02% | 5.42M | 0.00 | 0.00 |
Nurix Therapeutics IncSOLE | COM | 6.50M | SH | $100.75M 2.82% | 6.50M | 0.00 | 0.00 |
Apogee Therapeutics IncSOLE | COM | 1.10M | SH | $92.59M 2.59% | 1.10M | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | SPONSORED ADR | 375K | SH | $85.77M 2.40% | 375K | 0.00 | 0.00 |
Immunocore Holdings PLCSOLE | ADS | 2.77M | SH | $83.42M 2.33% | 2.77M | 0.00 | 0.00 |
Taysha Gene Therapies IncSOLE | COM SHS | 18M | SH | $80.46M 2.25% | 18M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 4M | SH | $72.52M 2.03% | 4M | 0.00 | 0.00 |
Sanofi SASOLE | SPONSORED ADR | 1.40M | SH | $67.45M 1.89% | 1.40M | 0.00 | 0.00 |
BioCryst Pharmaceuticals IncSOLE | COM | 7.03M | SH | $66.88M 1.87% | 7.03M | 0.00 | 0.00 |
Scholar Rock Holding CorpSOLE | COM | 1.32M | SH | $65.11M 1.82% | 1.32M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.17M | SH | $60.76M 1.70% | 6.17M | 0.00 | 0.00 |
Bristol-Myers Squibb CoSOLE | COM | 1M | SH | $60.65M 1.70% | 1M | 0.00 | 0.00 |
Alcon AGSOLE | ORD SHS | 800K | SH | $60.28M 1.69% | 800K | 0.00 | 0.00 |
Monte Rosa Therapeutics IncSOLE | COM | 3.60M | SH | $59.28M 1.66% | 3.60M | 0.00 | 0.00 |
Vera Therapeutics IncSOLE | CL A | 1.37M | SH | $55.04M 1.54% | 1.37M | 0.00 | 0.00 |
Terns Pharmaceuticals IncSOLE | COM | 1M | SH | $52.72M 1.47% | 1M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 610.52K | SH | $52.60M 1.47% | 610.52K | 0.00 | 0.00 |
Boston Scientific CorpSOLE | COM | 800K | SH | $50.20M 1.40% | 800K | 0.00 | 0.00 |
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