Filed: 8/14/2026ACC: 0001974915-26-000005
📋 What this filing means
VESTAL POINT CAPITAL, LP filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $4.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$4.28B
Total AUM (reported)
134.33M
Total Shares
Allocation by class
COM$2.96B69.2%
SPONSORED ADS$313.09M7.3%
COM NEW$181.44M4.2%
COM SHS$181.14M4.2%
ORD SHS$153.95M3.6%
SHS$107.04M2.5%
ORD$85.33M2.0%
Portfolio Concentration
Top 3$974.68M22.8%
4–10$1.18B27.5%
11–25$1.28B30.0%
Rest$843.74M19.7%
Top 3 weight
22.8%
Top 10 weight
50.3%
Voting Authority Distribution
Total shares with voting rights: 134.33M
Sole
Full voting authority
134.33M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
BioMarin Pharmaceutical Inc
SOLEShares6.03M
TypeSH
Market value$344.75M
8.06%
Sole
6.03M
Shared
0.00
None
0.00
Neurocrine Biosciences Inc
SOLEShares1.88M
TypeSH
Market value$316.85M
7.40%
Sole
1.88M
Shared
0.00
None
0.00
Abivax SA
SOLEShares2.35M
TypeSH
Market value$313.09M
7.32%
Sole
2.35M
Shared
0.00
None
0.00
United Therapeutics Corp
SOLEShares435K
TypeSH
Market value$235.70M
5.51%
Sole
435K
Shared
0.00
None
0.00
Enliven Therapeutics Inc
SOLEShares4M
TypeSH
Market value$203.00M
4.74%
Sole
4M
Shared
0.00
None
0.00
Nurix Therapeutics Inc
SOLEShares8.05M
TypeSH
Market value$195.29M
4.56%
Sole
8.05M
Shared
0.00
None
0.00
Bicara Therapeutics Inc
SOLEShares5.25M
TypeSH
Market value$155.87M
3.64%
Sole
5.25M
Shared
0.00
None
0.00
Taysha Gene Therapies Inc
SOLEShares19.41M
TypeSH
Market value$132.22M
3.09%
Sole
19.41M
Shared
0.00
None
0.00
Arrowhead Pharmaceuticals Inc
SOLEShares1.57M
TypeSH
Market value$128.38M
3.00%
Sole
1.57M
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares1.40M
TypeSH
Market value$127.04M
2.97%
Sole
1.40M
Shared
0.00
None
0.00
Zimmer Biomet Holdings Inc
SOLEShares1.40M
TypeSH
Market value$120.53M
2.82%
Sole
1.40M
Shared
0.00
None
0.00
Disc Medicine Inc
SOLEShares1.55M
TypeSH
Market value$113.37M
2.65%
Sole
1.55M
Shared
0.00
None
0.00
Monte Rosa Therapeutics Inc
SOLEShares4.60M
TypeSH
Market value$111.32M
2.60%
Sole
4.60M
Shared
0.00
None
0.00
Insulet Corp
SOLEShares670K
TypeSH
Market value$102.01M
2.38%
Sole
670K
Shared
0.00
None
0.00
Ascendis Pharma A/S
SOLEShares375K
TypeSH
Market value$100.02M
2.34%
Sole
375K
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares450K
TypeSH
Market value$85.33M
1.99%
Sole
450K
Shared
0.00
None
0.00
Sanofi SA
SOLEShares2M
TypeSH
Market value$85.32M
1.99%
Sole
2M
Shared
0.00
None
0.00
Revolution Medicines Inc
SOLEShares450K
TypeSH
Market value$84.28M
1.97%
Sole
450K
Shared
0.00
None
0.00
BioCryst Pharmaceuticals Inc
SOLEShares8.30M
TypeSH
Market value$83.00M
1.94%
Sole
8.30M
Shared
0.00
None
0.00
Dyne Therapeutics Inc
SOLEShares3.38M
TypeSH
Market value$74.96M
1.75%
Sole
3.38M
Shared
0.00
None
0.00
Nektar Therapeutics
SOLEShares1M
TypeSH
Market value$69.81M
1.63%
Sole
1M
Shared
0.00
None
0.00
Globus Medical Inc
SOLEShares850K
TypeSH
Market value$67.16M
1.57%
Sole
850K
Shared
0.00
None
0.00
Tarsus Pharmaceuticals Inc
SOLEShares1.05M
TypeSH
Market value$66.09M
1.54%
Sole
1.05M
Shared
0.00
None
0.00
Immatics NV
SOLEShares6.17M
TypeSH
Market value$62.55M
1.46%
Sole
6.17M
Shared
0.00
None
0.00
Trevi Therapeutics Inc
SOLEShares3.10M
TypeSH
Market value$57.81M
1.35%
Sole
3.10M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BioMarin Pharmaceutical IncSOLE | COM | 6.03M | SH | $344.75M 8.06% | 6.03M | 0.00 | 0.00 |
Neurocrine Biosciences IncSOLE | COM | 1.88M | SH | $316.85M 7.40% | 1.88M | 0.00 | 0.00 |
Abivax SASOLE | SPONSORED ADS | 2.35M | SH | $313.09M 7.32% | 2.35M | 0.00 | 0.00 |
United Therapeutics CorpSOLE | COM | 435K | SH | $235.70M 5.51% | 435K | 0.00 | 0.00 |
Enliven Therapeutics IncSOLE | COM | 4M | SH | $203.00M 4.74% | 4M | 0.00 | 0.00 |
Nurix Therapeutics IncSOLE | COM | 8.05M | SH | $195.29M 4.56% | 8.05M | 0.00 | 0.00 |
Bicara Therapeutics IncSOLE | COM | 5.25M | SH | $155.87M 3.64% | 5.25M | 0.00 | 0.00 |
Taysha Gene Therapies IncSOLE | COM SHS | 19.41M | SH | $132.22M 3.09% | 19.41M | 0.00 | 0.00 |
Arrowhead Pharmaceuticals IncSOLE | COM | 1.57M | SH | $128.38M 3.00% | 1.57M | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 1.40M | SH | $127.04M 2.97% | 1.40M | 0.00 | 0.00 |
Zimmer Biomet Holdings IncSOLE | COM | 1.40M | SH | $120.53M 2.82% | 1.40M | 0.00 | 0.00 |
Disc Medicine IncSOLE | COM | 1.55M | SH | $113.37M 2.65% | 1.55M | 0.00 | 0.00 |
Monte Rosa Therapeutics IncSOLE | COM | 4.60M | SH | $111.32M 2.60% | 4.60M | 0.00 | 0.00 |
Insulet CorpSOLE | COM | 670K | SH | $102.01M 2.38% | 670K | 0.00 | 0.00 |
Ascendis Pharma A/SSOLE | ORD SHS | 375K | SH | $100.02M 2.34% | 375K | 0.00 | 0.00 |
AstraZeneca PLCSOLE | ORD | 450K | SH | $85.33M 1.99% | 450K | 0.00 | 0.00 |
Sanofi SASOLE | SPONSORED ADR | 2M | SH | $85.32M 1.99% | 2M | 0.00 | 0.00 |
Revolution Medicines IncSOLE | COM | 450K | SH | $84.28M 1.97% | 450K | 0.00 | 0.00 |
BioCryst Pharmaceuticals IncSOLE | COM | 8.30M | SH | $83.00M 1.94% | 8.30M | 0.00 | 0.00 |
Dyne Therapeutics IncSOLE | COM | 3.38M | SH | $74.96M 1.75% | 3.38M | 0.00 | 0.00 |
Nektar TherapeuticsSOLE | COM NEW | 1M | SH | $69.81M 1.63% | 1M | 0.00 | 0.00 |
Globus Medical IncSOLE | CL A | 850K | SH | $67.16M 1.57% | 850K | 0.00 | 0.00 |
Tarsus Pharmaceuticals IncSOLE | COM | 1.05M | SH | $66.09M 1.54% | 1.05M | 0.00 | 0.00 |
Immatics NVSOLE | SHS | 6.17M | SH | $62.55M 1.46% | 6.17M | 0.00 | 0.00 |
Trevi Therapeutics IncSOLE | COM | 3.10M | SH | $57.81M 1.35% | 3.10M | 0.00 | 0.00 |
Page 1 of 3