Vestal Point Capital, LP
90 holdingsFiling period: 2026-03-31Current AUM: $4.24Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RVMD | Revolution Medicines Inc | 2.38M | $231.0M | $445.4M | 10.50% | +2.08M | 2026-03-31 |
| 2 | BMRN | BioMarin Pharmaceutical Inc | 3.58M | $202.0M | $214.6M | 5.06% | +575.0K | 2026-03-31 |
| 3 | ABVX | Abivax SA | 1.50M | $167.0M | $187.4M | 4.42% | -400,000 | 2026-03-31 |
| 4 | NBIX | Neurocrine Biosciences Inc | 1.25M | $164.7M | $208.5M | 4.92% | -- | 2026-03-31 |
| 5 | ARWR | Arrowhead Pharmaceuticals Inc | 2.27M | $142.6M | $192.6M | 4.54% | +1.38M | 2026-03-31 |
| 6 | ELVN | Enliven Therapeutics Inc | 3.25M | $127.4M | $178.1M | 4.20% | -580,000 | 2026-03-31 |
| 7 | RGEN | Repligen Corp | 925.0K | $109.0M | $130.4M | 3.08% | +842.0K | 2026-03-31 |
| 8 | BCAX | Bicara Therapeutics Inc | 5.42M | $107.9M | $147.0M | 3.47% | +1.85M | 2026-03-31 |
| 9 | NRIX | Nurix Therapeutics Inc | 6.50M | $100.8M | $150.9M | 3.56% | +1.81M | 2026-03-31 |
| 10 | APGE | Apogee Therapeutics Inc | 1.10M | $92.6M | $147.5M | 3.48% | +550.0K | 2026-03-31 |
| 11 | ASND | Ascendis Pharma A/S | 375.0K | $85.8M | $91.5M | 2.16% | +200.0K | 2026-03-31 |
| 12 | IMCR | Immunocore Holdings PLC | 2.77M | $83.4M | $93.5M | 2.21% | +2.18M | 2026-03-31 |
| 13 | TSHA | Taysha Gene Therapies Inc | 18.00M | $80.5M | $105.5M | 2.49% | +4.25M | 2026-03-31 |
| 14 | DYN | Dyne Therapeutics Inc | 4.00M | $72.5M | $100.7M | 2.37% | +3.88M | 2026-03-31 |
| 15 | SNY | Sanofi SA | 1.40M | $67.5M | $60.3M | 1.42% | -- | 2026-03-31 |
| 16 | BCRX | BioCryst Pharmaceuticals Inc | 7.03M | $66.9M | $63.1M | 1.49% | +4.78M | 2026-03-31 |
| 17 | SRRK | Scholar Rock Holding Corp | 1.32M | $65.1M | $62.6M | 1.48% | +624.4K | 2026-03-31 |
| 18 | — | Immatics NV | 6.17M | $60.8M | $60.8M | 1.43% | +50.0K | 2026-03-31 |
| 19 | BMY | Bristol-Myers Squibb Co | 1.00M | $60.6M | $65.3M | 1.54% | +750.0K | 2026-03-31 |
| 20 | — | Alcon AG | 800.0K | $60.3M | $60.3M | 1.42% | -305,000 | 2026-03-31 |
| 21 | GLUE | Monte Rosa Therapeutics Inc | 3.60M | $59.3M | $59.5M | 1.40% | +2.83M | 2026-03-31 |
| 22 | VERA | Vera Therapeutics Inc | 1.37M | $55.0M | $43.9M | 1.04% | +818.2K | 2026-03-31 |
| 23 | TERN | Terns Pharmaceuticals Inc | 1.00M | $52.7M | $52.7M | 1.24% | -3,500,000 | 2026-03-31 |
| 24 | GMED | Globus Medical Inc | 610.5K | $52.6M | $48.1M | 1.13% | -664,480 | 2026-03-31 |
| 25 | BSX | Boston Scientific Corp | 800.0K | $50.2M | $37.4M | 0.88% | -- | 2026-03-31 |
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