account_balance
Investment manager · 13F filer · SEC CIK 1974915
Vestal Point Capital, LP
Reported value$4.28Bas of Jun 30, 2026
Positions68 11 new, 33 sold out
Top 10 weight50.3%BMRN alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BMRNBioMarin Pharmaceutical Inc
8.1%Added +69%
NBIXNeurocrine Biosciences Inc
7.4%Added +50%
ABVXAbivax SA
7.3%Added +57%
UTHRUnited Therapeutics Corp
5.5%Added +480%
ELVNEnliven Therapeutics Inc
4.7%Added +23%
NRIXNurix Therapeutics Inc
4.6%Added +24%
BCAXBicara Therapeutics Inc
3.6%Trimmed −3%
TSHATaysha Gene Therapies Inc
3.1%Added +8%
ARWRArrowhead Pharmaceuticals Inc
3.0%Trimmed −31%
ABTAbbott Laboratories
3.0%New
ZBHZimmer Biomet Holdings Inc
2.8%Added +637%
IRONDisc Medicine Inc
2.6%Added +121%
BMRNBioMarin Pharmaceutical Inc
8.1%Added +69%
NBIXNeurocrine Biosciences Inc
7.4%Added +50%
ABVXAbivax SA
7.3%Added +57%
UTHRUnited Therapeutics Corp
5.5%Added +480%
ELVNEnliven Therapeutics Inc
4.7%Added +23%
NRIX4.6%BCAX3.6%TSHA3.1%ARWR3.0%ABT3.0%ZBH2.8%IRON2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BMRN BioMarin Pharmaceutical Inc 8.1% Added +69%NBIX Neurocrine Biosciences Inc 7.4% Added +50%ABVX Abivax SA 7.3% Added +57%UTHR United Therapeutics Corp 5.5% Added +480%ELVN Enliven Therapeutics Inc 4.7% Added +23%NRIX Nurix Therapeutics Inc 4.6% Added +24%BCAX Bicara Therapeutics Inc 3.6% Trimmed −3%TSHA Taysha Gene Therapies Inc 3.1% Added +8%ARWR Arrowhead Pharmaceuticals Inc 3.0% Trimmed −31%ABT Abbott Laboratories 3.0% NewZBH Zimmer Biomet Holdings Inc 2.8% Added +637%IRON Disc Medicine Inc 2.6% Added +121%
What changed